Member promotions, new hires and news from July 1–October 31, 2023.

NEW HIRES

ZeNai Brooks, CPA, CFO and executive vice president of finance and administration, Martin University.

Molly Griswold, CPA, director – audit and assurance, Katz, Sapper & Miller, LLP.

Matthew Milligan, CPA, manager – real estate services group, Katz, Sapper & Miller, LLP.

Stephanie York, CPA, director, Katz, Sapper & Miller, LLP.

PROMOTIONS

Steven Baker, CPA, senior manager – tax, CBIZ Somerset.

Lauren Dickson, CPA, manager, Whitinger & Company LLC.

Linda Doty, CPA, CGMA, manager – business advisory, Katz, Sapper & Miller, LLP.

Rolla Dyer IV, CPA, senior manager – health care, CBIZ Somerset.

Erik Forbes, CPA, senior manager – dealership, CBIZ Somerset.

Robert Fox, CPA, manager – business advisory, Katz, Sapper & Miller, LLP.

Kylee Fraze-Norman, CPA, partner, CLH, CPAs & Consultants.

Nikki Halteman, CPA, director – healthcare, Katz, Sapper & Miller, LLP.

Leah Helvie, tax services, BGBC Partners, LLP.

Gretchen Kalk-Castro, CPA, partner, CLH, CPAs & Consultants.

Jacqueline Morefield, tax services, BGBC Partners, LLP.

Jessica Newell, CPA, senior manager, RSM US LLP.

Hailley O’Neill, assurance services, BGBC Partners, LLP.

Colin Scher, CPA, manager – audit and assurance, Katz, Sapper & Miller, LLP.

Kyle Stuckey, CPA, senior manager – assurance, CBIZ Somerset.

Ian Veen, tax services, BGBC Partners, LLP.

Matthew Walker, CPA, senior manager, RSM US LLP.

Jordan Wright, senior manager – valuation and advisory, CBIZ Somerset.

MEMBER NEWS

Robert “Bob” Ellis, CPA, CGMA, director of audit and assurance – Blue & Co., LLC, was named Supervisory Committee Volunteer at FORUM Credit Union.

Jeff Moffatt, CPA, ABV, ASA, CITP, CVA, FACHE, FHFMA, senior manager – Blue & Co., LLC, received a fellowship designation from the Healthcare Financial Management Association.

Colleen Scheele, public policy counsel and director of tax and financial policy – National Association of Mutual Insurance Companies; Sarah Schenkel, audit director – Katz, Sapper & Miller LLP; and John Wright, CPA, MST, former managing director – FORVIS, were appointed by Gov. Eric Holcomb to a four-year term on the Indiana Board of Accountancy.

Michelle Skeen, CPA, senior manager – OnTarget CPA, was reappointed by Gov. Eric Holcomb to another term on the Indiana Board of Accountancy and is serving as chair.

Teresa Wallace, CPA, CMA, tax manager and partner – Wallace Consulting, was appointed to the board of the Northwest Indiana Influential Women’s Association.

ORGANIZATION NEWS

Blue & Co., LLC named a LearningElite organization by Chief Learning Officer.

Cherry Bekaert acquired MCM CPAs & Advisors.

Anders CPAs + Advisors LLP, Barnes Dennig, CapinCrouse LLP, FORVIS, Katz Sapper & Miller LLP, and Sikich LLP named to Inside Public Accounting’s 2023 “Best of the Best Accounting Firms” in the U.S. in the over $10 Million category.

Noble Consulting Services, Inc. acquired Johnson Lambert LLP’s Insurance Regulatory Practice.

IN MEMORIAM

The Indiana CPA Society extends condolences to the families, friends and colleagues of the following INCPAS members who recently passed.

Rawdo “Rod” Grimes Staley passed July 28, 2023.

Barbara Joan (White Bryan) passed September 13, 2023.

Do you have an update to share about yourself, a team member or your organization? Send it to Elise May.