Member promotions, new hires and news from July 1–October 24, 2024.
NEW HIRES
Tyler Kleinschmidt, CPA, controller, Kennedy Tank and Manufacturing Co., Inc.
PROMOTIONS
Michael Bedel, CPA, chief financial officer, Marian University.
Avery Boxell, CPA, tax director – real estate, Katz, Sapper & Miller, LLP.
William Claywell, CPA, audit and assurance director, Katz, Sapper & Miller, LLP.
Matthew Daily, CPA, audit and assurance manager, Katz, Sapper & Miller, LLP.
Bryan Fender, CPA, audit and assurance director, Katz, Sapper & Miller, LLP.
Madaleine Fleet, CPA, tax manager – veterinary services, Katz, Sapper & Miller, LLP.
Logan Garza, audit and assurance manager, Katz, Sapper & Miller, LLP.
Michael Giant, CPA, tax director – business advisory, Katz, Sapper & Miller, LLP.
Daniel Horn, CPA, director – transaction advisory services, Katz, Sapper & Miller, LLP.
Ben Irwin, CPA, audit and assurance director, Katz, Sapper & Miller, LLP.
Kevin Ker, CPA, tax director – business advisory, Katz, Sapper & Miller, LLP.
Daniel Kraft, CPA, tax associate director, Dean Dorton.
Lauren Kreutzinger, CPA, assurance associate director, Dean Dorton.
Emma LaVelle, CPA, tax manager – real estate, Katz, Sapper & Miller, LLP.
David Layman, CPA, audit and assurance manager, Katz, Sapper & Miller, LLP.
Spencer Leazier, CPA, tax manager – business advisory, Katz, Sapper & Miller, LLP.
Daniel Maggart, manager, Whitinger & Company, LLC.
Natalie Makowski, CPA, audit and assurance manager, Katz, Sapper & Miller, LLP.
Andrew McNeely, CPA, audit and assurance director, Katz, Sapper & Miller, LLP.
Eva Nodine, CPA, chief financial officer and chief operating officer, Purdue Global.
Eleanor Phillips, CPA, tax manager – business advisory, Katz, Sapper & Miller, LLP.
Andrew Pyle, CPA, chief financial officer, Hendricks Regional Health.
Dan Roach, CPA, valuation services manager, Katz, Sapper & Miller, LLP.
Trevor Scharpenberg, CPA, tax manager – business advisory, Katz, Sapper & Miller, LLP.
Jake Sciaudone, CPA, tax director – real estate, Katz, Sapper & Miller, LLP.
Elizabeth Teufel, CPA, tax director – business advisory, Katz, Sapper & Miller, LLP.
Chase Thieme, CPA, tax manager – healthcare sources, Katz, Sapper & Miller, LLP.
Mark Umstead, CPA, supervisor, BGBC Advisory, LLC.
Kerri Walz, CPA, assurance senior manager, Dean Dorton.
Jacob Watrous, CPA, tax manager – real estate, Katz, Sapper & Miller, LLP.
MEMBER NEWS
Michael Barton, CPA, director/partner – Sikich, LLP, appointed to 2024–25 AICPA Auditing Standards Board.
Jessica Boicourt, CPA, audit and assurance director – Katz, Sapper & Miller, LLP, appointed to 2024–25 AICPA PCPS Technical Issues Committee.
Caleb Bullock, CPA, CGMA, principal – CBIZ Somerset, elected to 2024–25 AICPA Council.
Ronald Cohen, CPA, retired, is an AICPA Ex Officio Council/Past Chair of the Board.
Christopher DuKate, CPA, partner – Capin Crouse, LLP, appointed to AICPA 2024–25 Not-for-Profit Organizations Expert Panel.
Barry Hall, CPA, CGMA, managing partner – Kruggel Lawton CPAs, elected to 2024–25 AICPA Council.
David Holets, CPA, partner – Crowe LLP, is immediate past chair of AICPA 2024–25 Tax Practice Responsibilities Committee.
Amanda Horvath, CPA, CGMA, audit director – Katz, Sapper & Miller, LLP, appointed to 2024–25 AICPA Benevolent Fund, Inc.
Robert Lange, CPA, partner – CLH CPAs & Consultants, appointed to 2024–25 AICPA Professional & Personal Liability Insurance Plan.
David Leising, CPA, partner – Forvis Mazars, appointed to 2024–25 AICPA Employee Benefit Plans Audit Quality Center Executive Committee.
Amy Lucas, CPA, partner – Bucheri McCarty & Metz LLP, was one of six Indiana University alumni presented with the IU Kokomo Chancellor’s Medallion.
Larry Marietta, CPA, president – Marietta CPAs, Inc., appointed to 2024–25 AICPA Tax Practice & Procedures Committee.
Eric Morse, CPA, director – Deloitte, appointed to 2024–25 AICPA Not-for-Profit Organizations Expert Panel.
Brian Myers, CPA, partner – Crowe LLP, appointed to 2024–25 AICPA State & Local Taxation Technical Resource Panel.
Andrew Rinzel CPA, partner – Forvis Mazars, appointed to 2024–25 AICPA PCPS Technical Issues Committee.
Kyle Simmerman, CPA, state tax services partner – BGBC, a Springline Company, is the 2024–25 AICPA Designated Council Representative.
Pamela Slatten, CPA, tax strategist – Marietta CPAs, Inc., appointed to 2024–25 AICPA Tax Practice Management Committee.
Pete Ugo, CPA, partner – Crowe LLP, appointed to 2024–25 AICPA Not-for-Profit Organizations Expert Panel.
ORGANIZATION NEWS
The Accountants for Creatives and Barnes Dennig were named among Accounting Today’s 2024 “Best Firms to Work For.”
Barnes Dennig & Co. Ltd. and Greenwalt CPAs announce merger effective January 1, 2025.
Blue & Co., LLC, acquired Mellen, Smith, and Pivoz, PLC.
EY acquired HR tech consultancy Jubilant.
Forvis Mazars acquired ConTech360.
Katz Sapper & Miller, LLP acquired Shanholt Glassman Klein Kramer & Co.
RBSK Partners acquired Hash CPA Group.
Sikich, LLP acquired Saggar & Rosenberg PC.
IN MEMORIAM
The Indiana CPA Society extends condolences to the families, friends and colleagues of the following INCPAS members who recently passed.
Michael J. Schmidt passed August 11, 2024.
Robert D. Whitlow passed May 20, 2024.
Do you have an update to share about yourself, a team member or your organization? Send it to Elise May.