Member promotions, new hires and news from September 1, 2022–February 28, 2023.
NEW HIRES
Jennifer Gallagher, CPA, chief financial officer, United Way of Central Indiana.
Dawnna Hixon, CPA, chief financial officer, Damien Center.
Cal Jacquay, CPA, manager – accounting tax services, Simons Bitzer & Associates.
Brad Kelsheimer, CPA, chief financial officer, Lacy Diversified Initiatives.
Stephen Shoemaker, CPA, senior manager, Barnes Dennig.
PROMOTIONS
Allison Allen, CPA, CFE, director – audit and assurance, Katz Sapper & Miller, LLP.
Kari Baker, CPA, director – audit and assurance, Katz Sapper & Miller, LLP.
Liz Belcher, CPA, partner – Sponsel CPA Group.
Brett Breedlove, CPA, partner – audit and assurance services, Katz Sapper & Miller, LLP.
Karyn Buibish, CPA, manager – healthcare, Katz, Sapper & Miller, LLP.
Marc Caskey, CPA, director, Pile CPAs.
Jose Castro, CPA, CIA, senior manager, Protiviti.
Garrett Cannizzo, CPA, partner, RSM US LLP.
Angela Crawford, CPA, tax department director, Blue & Co., LLC.
Jeremy Davis, CPA, principal – assurance, Somerset CPAs and Advisors.
Nick Dean, CPA, manager – audit and assurance, Katz, Sapper & Miller, LLP.
Logan Delaney, CPA, manager – audit and assurance, Katz, Sapper & Miller, LLP.
Wilson Denari, CPA, manager – valuation, Katz, Sapper & Miller, LLP.
Dane Denniston, senior accountant, Whitinger & Company LLC.
Ben England, CPA, director – audit and assurance, Katz Sapper & Miller, LLP.
Tyler Engstrom, CPA, director, Baden Gage & Schroeder, LLC.
Lesley Freeman, CPA, director – healthcare, Katz Sapper & Miller, LLP.
Jennifer Grady, CPA, director – business advisory, Katz Sapper & Miller, LLP.
Todd Habig, CPA, chief financial officer, Indiana Members Credit Union.
Julia Harcourt, CPA, manager – business advisory, Katz Sapper & Miller, LLP.
Shaun Heinzelman, CPA, principal – tax, Somerset CPAs and Advisors.
Katie Hoekstra, EA, manager – business advisory, Katz, Sapper & Miller, LLP.
Megan Hudson, CPA, director – real estate, Katz Sapper & Miller, LLP.
Kaylin Jarvis, CPA, manager – business advisory, Katz, Sapper & Miller, LLP.
Morgan Juillerat, manager – healthcare, Katz, Sapper & Miller, LLP.
Amy Lehrman, CPA, managing partner, Katz Sapper & Miller, LLP.
Kate Leichty, CPA, partner, Kruggel Lawton CPAs.
Richard Linton Jr., CPA, manager – business advisory, Katz, Sapper & Miller, LLP.
Tom Lowery, CPA, manager – real estate, Katz, Sapper & Miller, LLP.
Zeeshan Malik, CPA, partner – audit and assurance services, Katz Sapper & Miller, LLP.
Caleb Martin, CPA, manager – transaction advisory, Katz, Sapper & Miller, LLP.
Beth McGraw, director of client accounting services, BGBC Partners, LLP.
Gavin McNamara, CPA, ABV, principal – healthcare, Somerset CPAs and Advisors.
Grace McNulty, CPA, director – real estate, Katz Sapper & Miller, LLP.
Corey McSweeney, CPA, CCIFP, director – audit and assurance, Katz Sapper & Miller, LLP.
Tim Mosier, CPA, director – tax, Katz Sapper & Miller, LLP.
Emily Penn, CPA, manager – healthcare, Katz, Sapper & Miller, LLP.
Stephanie Pfeiffer, CPA, manager – tax, Katz, Sapper & Miller, LLP.
Landon Rehrer, CPA, manager – business advisory, Katz, Sapper & Miller, LLP.
David Richardt, CPA, partner, BGBC Partners, LLP.
Zach Sauder, CPA, CGMA, partner – outsourced finance and accounting, Katz Sapper & Miller, LLP.
Josey Seabolt, CPA, director – business advisory, Katz Sapper & Miller, LLP.
Jordan Shady, CPA, principal – assurance, Somerset CPAs and Advisors.
Stephen Short, CPA, director – audit and assurance, Katz Sapper & Miller, LLP.
Priya Singleton, quality control team director, Blue & Co., LLC.
Victoria Snyder, CPA, director – tax, Katz Sapper & Miller, LLP.
Logan Stamps, CPA, director – business advisory, Katz Sapper & Miller, LLP.
Stacey Sunderman, CPA, chief financial and operating officer, Gene B. Glick Company, Inc.
Mike Wipper, CPA, partner – transaction advisory services, Katz Sapper & Miller, LLP.
Nicole York, CPA, vice president of finance, Lucas Oil Products.
Kevin Zink, CPA, partner, Kruggel Lawton CPAs.
MEMBER NEWS
Dominic “Nick” Agresta, CPA, partner – Agresta Storms & O’Leary, PC, was appointed to Home Bank SB Board of Directors.
Sarah Ames, CPA, audit senior manager – Dauby O’Connor & Zaleski, LLC, was selected as a 2023 Indy's Best & Brightest in Accounting Honoree by Junior Achievement of Central Indiana.
ZeNai Brooks, CPA, INCPAS Board member and finance/operations director – Corporate Responsibility & Foundation, Cummins, was named executive director of the Indiana Democratic Party.
Jose Castro, CPA, CIA, was appointed as president of the Indianapolis chapter of the Association of Latino Professionals for America.
Kylee Fraze Norman, CPA, director – CLH CPAs & Consultants, was awarded Supporter of the Year by the Northwest Indiana Influential Women Association.
Sandra Granda-Acosta, CPA, named a 2022 Rising Star by Association of Latino Professionals for America (ALPFA).
Kayla May, CPA, manager – Blue & Co., LLC, was selected as a 2023 Indy's Best & Brightest in Accounting Honoree by Junior Achievement of Central Indiana.
William “Bill” Murphy CPA, ABV, CFF, CGMA, CVA (Emeritus), PFS, guest lecturer – AICPA and Indiana CPA Society, received the AICPA's Outstanding Facilitator Award for the 2021 CPE year.
David Rabb, CPA, partner – FORVIS, won 2023 Indy’s Best Brightest in Accounting by Junior Achievement of Central Indiana.
ORGANIZATION NEWS
Ambrose Property Group, Greenwalt CPAs, Inc. and Sponsel CPA Group named to Indiana’s 2023 Best Places to Work list in the Small Companies category (15–74 U.S. employees).
Baker Tilly, Crowe, Deloitte, EY, KPMG, PwC and RSM accounting firms named to Fortune’s 100 Best Companies to Work For® 2022.
Baker Tilly, Blue & Co., LLC, Centier Bank, KSM and Moser Consulting named to Indiana’s 2023 Best Places to Work list in the Large Companies category (250–999 U.S. employees).
BGBC welcomes former Indiana Department of Revenue Commissioner Adam Krupp as chief operating office and general counsel.
Blue & Co., LLC, acquires Alerding CPA Group.
CBIZ M&S Consulting Services and Dauby O'Connor & Zaleski, LLC named to Indianapolis Star's Central Indiana 2023 Top Workplaces.
CLH, CPAs & Consultants opens new location in La Porte.
CliftonLarsonAllen LLP (CLA) merges with Ohio-based Gilmore Jasion Mahler and launches new paid high school internship program in 15 locations, including Indianapolis.
Accounting-tech firm Decimal acquires KPMG cloud-based booking business.
Donovan CPAs acquires La Rosa & Co, LLC and Lemler Group, LLC.
Noble Consulting Services Inc. acquires insurance regulatory practice Eide Bailly LLP.
Somerset CPAs and Advisors acquired by Cleveland-based financial firm CBIZ Inc.
IN MEMORIAM
The Indiana CPA Society extends condolences to the families, friends and colleagues of the following INCPAS member who recently passed.
Danny Mikeworth passed October 22, 2022.
Do you have an update to share about yourself, a team member or your organization? Send it to Elise May.