Running a Firm (788)
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CBiz Picks Marketing Head
- Tuesday, 03 September 2024
- People & Moves
- Written by Bob Scott
CBIz has named Donna Mirandola as its chief marketing officer. She replaces Mark Waxman, who retired at the end of 2023, after more than 22 years with the firm.
Pun Group Names Two Leaders
- Tuesday, 03 September 2024
- People & Moves
- Written by Bob Scott
The Pun Group, a Santa Rosa, Calif.-based accounting firm has added two professional Bernard Gallagher, MBA and Sophia Kuo, CPA, MBA, to its staff.
Anchin Picks NFP Leader
- Tuesday, 27 August 2024
- People & Moves
- Written by Bob Scott
Accounting firm Anchin has made Brian Sackstein a partner in the firm’s Services Group and Leader of Anchin’s Not-for-Profit and Healthcare practice this month.
Kraft CPAs Names Leader
- Monday, 19 August 2024
- People & Moves
- Written by Bob Scott
KraftCPAs has named Chris Hight a chief manager effective November 1. He succeeds Vic Alexander who will transition to an of-counsel role starting Nov. 1, 2025.
Block Hires Strategy Exec
- Tuesday, 13 August 2024
- People & Moves
- Written by Bob Scott
H&R Block has hired Scott Manuel in the newly created role of chief strategy and operations officer.
Dark Horse Names Principal
- Tuesday, 13 August 2024
- People & Moves
- Written by Bob Scott
Dark Horse CPAs has promoted Brett Tester to principal, after having entered Dark Horse Principal Accelerator Program.
Bowman Names Three Partners
- Tuesday, 30 July 2024
- People & Moves
- Written by Bob Scott
Bowman & Co. has named three staff members to the partner ship group this month. The New Jersey CPA firm promoted Kenneth M. Drewes, Michael Thilker and Josette Traversa.
Checkpoint Gets AI Research
- Monday, 22 July 2024
- Running a Firm
- Written by Bob Scott
Thomson Reuters has made Co-Counsel, a GenAI assistant, available with its Checkpoint Edge research platform.
Co-Counsel was first introduced with the company’s legal products,
Thomson’s announcement said, “This new AI-Assisted Research skill leverages large language models (LLMs) providing an intuitive interface for tax professionals to pose questions to in everyday language.”
Answers are linked to Checkpoint Edge editorial content.
Nancy Hawkins, VP of product management, research, said in the statement that “Many professionals that are required to perform tax research are not attorneys themselves, and making the research process easier and faster for them is what this product is all about.”
Read more...Sikich Creates Exec Positions
- Thursday, 11 July 2024
- People & Moves
- Written by Bob Scott
Sikich has promoted two of its employees to newly created executive positions. The firm named Cameron Petroff as chief marketing officer and Kelli Schweder has been promoted to chief of staff.
Armanino’s Mescal Retires
- Monday, 08 July 2024
- People & Moves
- Written by Bob Scott
Tom Mescal, a partner who held leadership positions at CPA firm Armanino, has retired from the from after more than 20 years.
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