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Intuit’s Consumer Leader to Shift Roles

Dan Wernikoff, IntuitDan Wernikoff, the EVP who has led Intuit’s Consumer Group, is shifting roles. CEO Brad Smith said during this week’s earnings webcast that after Intuit ends its year on July 31, Wernikoff will move into a role working with Smith on strategic projects.

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Baker Tilly Adds Sales Director

Joseph Shanahan, Baker Tilly Virchow Krause Baker Tilly Virchow Krause has selected Joseph Shanahan, director of sales for employee benefits. His  hiring comes as the firm grows its benefits and consulting practice. He will oversee new client acquisitions, along with implementing practice development strategies to determine client needs and opportunities in relation to employee benefits.

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TaxAct President Leaving

Sanjay Baskaran, TaxActSanjay Baskaran, president of TaxAct, has resigned his position. Blucora, TaxAct’s parent company, said this week Baskaran resigned immediately for personal reasons but will assist in the transition through August 1.

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Jump-starting Project Accounting

When people hear the term “project accounting” they might think it is this about moving away from practice management software.  Project accounting’s intent is to incorporate project accounting tools within practice management software to give additional information. Accountants that leverage these tools have more successful outcomes for clients. 

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Eide Promotes Cybersecurity Head

Anders Erickson, Eide Bailly Eide Bailly has promoted Anders Erickson, head of the firm’s cybersecurity practice, to principal. Erickson will focus on expanding the engagement and scope of the team in the practice area.

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Cherry Bekaert Names Managing Partner

Michelle l. Thompson, Cherry Bekaert Cherry Bekaert has named a new managing partner. The tax and accounting says that among changes effective this week, Michelle l. Thompson, has become managing partner and CEO, succeeding Howard J. Kies, who held the position for 27 years.

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Report: The Cloud Grows Up

Report: The Cloud Grows Up

The cloud provides more than just a system that is maintained elsewhere and more than just Internet-based ERP. It offers the ability to access more data, mine it and apply the results to business issues. This report will show you just how far the cloud has come.

Sponsored By: 

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Block Names Marketing Chief

Vinoo Vijay, H&R Block H&R Block has named Vinoo Vijay, who was most recently a TD Bank executive, as chief marketing officer. He fills the position left vacant when Kathy Collins left the tax services company in January.

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Blucora Reports Exec Compensation

John Clendening, BlucoraExecutive compensation for Blucora, parent of H.D.Vest and TaxAct, was a new game for 2017. All named executives for whom pay was reported were in their first full year last year.

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HD Vest Hires Marketing Head

Chau Nguyen Haner, HD Vest Financial ServicesHD Vest Financial Services has hired Chau Nguyen Haner as head of marketing.  Before joining HD Vest she spent more than eight years at LPL Financial, most recently as AVP of marketing.

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