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Pugliese Becoming CEO of IIA

Anthony Pugliese, CEO of the California Society of CPAs, will become president and CEO of the Institute of Internal Auditors in March. He replaces Richard Chambers.


Intuit Taps New Accountant Leader

Intuit has named Ted Callahan as leader of its accountant program. Callahan, who has been with the software company since August 2017 joins the team of Ariege Misherge, VP and expert segment leader of the small business self-employed group.


Accounting Firm CLA Names  CEO

CliftonLarsonAllen has named Jen Leary as CEO. The firm also announced the names of five executives who are serving on her leadership team.


Survey: Firms Expect Remote Work to Grow

The overwhelming number of accounting firms participating in a recent ConvergenceCoaching survey expect remote work will increase even after the COVID-19 pandemic ends. The 2020 ConvergenceCoaching AnyTime, Anywhere Work survey found that 81 percent of the 223 firms responding expect such an increase.


Surgent Partners for Accounting Courses

Surgent has expanded its online learning center, Surgent IQ's Partnership Program, with a suite of introductory accounting courses from AME Learning.  Surgent this week described the addition as extending “Surgent IQ’s offering to meet the needs of professionals with atypical educational backgrounds.”


CEOS Say Stimulus Package Needed 

Slightly more than two thirds of CEOs see the passage of another COVID-19 stimulus package as one of the three most important initiatives for a Biden Administration. The recently released Marcum-Hofstra CEO Survey of 250 company leaders nationwide found that 45.6 percent say a stimulus bill is the top issue.


AICPA Hires Regulatory VP

The American Institute of CPAs has hired Marta Zaniewski as VP of state regulatory and legislative affairs. She will serve the AICPA’s primary voice and contact on those areas.

Read more... Debuts Wealth Management Payments has introduced an application for wealth management firms that support high-net-worth clients.  Features include automated bill payments with the software automatically entering invoice details.


BKD Picks Cole As COO

BKD CPAs & Advisors has named Abe Cole as chief operating officer. He succeed Eric Hansen, former chair of the American Institute of CPAs, who has retired.


AbacusNext Picks Product Exec

AbacusNext has hired Perry Steinberg as chief product officer. Steinberg, described a tech industry veteran,  will lead the engineering and product organizations to develop the company’s cloud computing platform and product and integration strategies.


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