Professionals in Motion is a roundup of recent staffing announcements and promotions in and around the tax and accounting space.
Carrie Summerlin Named New Director of Growth and Innovation at FICPA
The Florida Institute of Certified Public Accountants (FICPA) recently announced that Carrie Summerlin has been named the Institute’s new Chief Growth and Innovation Officer. She will officially join FICPA on Monday, May 16.
In this newly created role, Summerlin will lead a high caliber team to create and execute strategies to improve member value with a focus on sustainable growth. It will ensure effective and efficient membership sales, service and engagement operations; learning and professional development programs; conferences; sponsorships and partnerships; and marketing and communications.
Summerlin will report directly to FICPA President and CEO, Shelly Weir, and will work closely with the FICPA Board to develop and execute strategies to grow and diversify the association’s revenue while ensuring that the organization meets the inherent needs of the profession it serves.
Summerlin joins FICPA after a 19-year tenure at the Institute of Internal Auditors, where she most recently served as Vice President of Strategy and Innovation. She led various departments including conferences, education and event operations, member and chapter relations, marketing and foundation operations.
Summerlin holds a bachelor’s degree in sociology from Florida State University and a master’s degree in nonprofit management from the University of Central Florida. She is a Certified Nonprofit Professional and a member of the American Society of Association Executives and the Association of Certified Nonprofit Professionals. She resides in the Orlando area with her husband and two children, is an avid theatergoer, and volunteers with Seminole County Public Schools, the Second Harvest Food Bank, and the Salvation Army.
CohnReznick expands capabilities with addition of four senior executives
CohnReznick LLP, one of the leading U.S. advisory, insurance and tax firms, today announced four senior additions to its transactions and turnaround advisory team, bolstering its capabilities to meet key customer needs.
Anthony (Tony) Enlow and Ryan McCaslin join the firm as partners in the Transactions group. Christopher Livingstone and Arthur Simonson join as managing directors in project finance and consulting.
New leaders include:
- Anthony (Tony) Enlow will lead transaction advisory services in the Dallas market, where he is based, responding to the significant growth in client needs in this region. He has over 25 years of experience in mergers and acquisitions and financial analysis in national and international contexts. This includes financial modeling and financial due diligence, earnings and working capital quality, buy and sell negotiation, debt agreements, post-closing working capital adjustment, purchase price adjustment and integration management. Enlow’s industry experience includes multi-location retail, restaurants, franchising, electric and natural gas, monitored home security companies, manufacturing and distribution, vehicle dealerships recreation, construction, service organizations and technology.
- Ryan McCaslin gives the company greater resources in the Midwest and will work with other partners and members of the Chicago-based Transaction Advisory team to develop this market. He has over 20 years of professional experience providing accounting, advisory, assurance and advisory services to middle market clients. His transaction experience spans many industries, including manufacturing and distribution, restaurants, retail, business services, software and technology, and gaming. McCaslin has led buy-side and sell-side financial due diligence projects for corporate and private equity clients on M&A deals ranging in size from $5 million to $1 billion.
Project financing and advice
- Christopher Livingstone has over 20 years of experience in infrastructure consulting focused on the transportation sector, including state and local government entities overseeing transportation and mobility-focused projects. He has extensive experience in project finance, commercial and financial transaction structuring, asset strategy, mitigation strategy, identification of funding sources, value for money analysis and management. financial analysis and modelling.
- Arthur Simonson has over 20 years of experience in infrastructure and debt capital markets. As a global head of infrastructure credit and finance, he has in-depth knowledge of infrastructure transaction origination, investment analysis, asset management and implementation of management protocols. risks. He helped build an infrastructure and project finance rating business, managing a team of professionals who rated and monitored infrastructure deals and businesses across multiple asset types, geographies, jurisdictions regulations, financing methods and commercial structures.
Deloitte appoints Julie Rubidge as Global Mobility Tax Practice Leader
Deloitte today announced the appointment of Julie Rubidge, Partner, Deloitte Tax LLP, as Practice Leader for its Global Employer Services (GES) service line. Deloitte’s GES practice provides comprehensive global mobility services that support multinational clients in all aspects of deploying their workforce across borders. Rubidge brings to this position a deep understanding of the global workforce strategy, compliance and rewards space and a keen vision of how Deloitte can continue to meet the needs of its clients in this environment. unprecedented transformation on a global scale.
Visual Lease hires Robert Michlewicz as president
Visual Lease recently announced the appointment of Robert Michlewicz as President of their company. Robert will oversee the corporate strategy, product, engineering, marketing, sales and customer service departments.
Robert brings over two decades of experience in financial services and exponential business growth. His contributions will help continue the momentum of Visual Lease. In the first quarter of 2022, Visual Lease reported an increase of nearly 40% in the number of customers and employees, year over year.