Julius Abia, McLean AERS, has joined Wabtec's Internal Audit Department as a senior internal auditor reporting to the director of internal audit. He is responsible for auditing the company's financial statements and internal controls to help ensure compliance with regulatory and financial reporting requirements.
Karen Baaklini, Atlanta Consulting, married Robert H. Kay Jr., also a Deloitte alumnus on September 28, 2013. The ceremony and reception were held at Neverland Farm in Cleveland, GA in the presence of dear friends and family. After a honeymoon in Costa Rica, the couple now resides in Atlanta, GA. Karen is employed as a partner delivery manager for T-Mobile USA. Rob is employed as a real estate fund senior associate for State Street.
Peter Barcia, New York AERS, joined the New York office of Abbot Downing, a wealth management business of Wells Fargo as a managing director of asset management focused on customized portfolio management solutions and business development for the Northeast region. He will be working closely with a team of Abbot Downing professionals who provide planning and family dynamic services, asset management, private banking and trust, fiduciary and administrative services.
Sujey Cespedes, New York AERS, is engaged to Christian Tubito and will be getting married in June.
Dolly Van Hoeck Daniell, Orlando AERS, was recently appointed as senior director of administration and technology at the Greater Orlando Aviation Authority after serving for 17 years as director of internal audit. Her responsibilities include Purchasing, Procurement, Safety & Risk Management, Policies & Procedures, Travel Services, and IT. Dolly says much to the chagrin of her colleagues and those reporting to her, she never really takes the auditor hat off!
Margaret Flesher, Wilton Services, moved to Guilford, CT, a lovely town on the shoreline, and is looking forward to exploring the eastern part of the state. She is continuing her professional interest in marketing by co-leading a marketing/branding team for The Transition Network, a national organization that supports women in career/life changes after age 50, and by serving on the marketing committee for her homeowners' association. “I'm very pleased to still be in touch with a number of Deloitte colleagues and am always eager to hear news from the pursuit trenches!”
Hilbert Giscombe, New York AERS, successfully defended his dissertation in December 2013 at Argosy University in partial fulfillment of the requirements for the degree of Doctor of Business Administration with a concentration in International Business. The dissertation topic was Comparative study of corporate social responsibility (CSR) activities and spending by European and United States based companies and the impact on their financial performance. The study included 158 multinational companies of which 105 companies were home based in Europe and 53 home based in the United States. The independent variables were employee, community, environment and governance CSR ratings as compiled by CSRHub. The major finding from the study is that governance CSR did have an impact on the financial performance of the multinational companies in the study.
Jill Hacker, New York Tax, and former NY office tax practice professionals got together at Wolfgang’s on December 17 for some holiday cheer hosted by Deloitte Tax Partner, Bob Smolens. They had a great night of laughs, memories and catching up from the old days.
James Hillman, Boston Tax, is the chief financial officer of Notre Dame School of Manhattan, a college preparatory high school for girls with an average annual enrollment of 300 students in grades nine through twelve. Traditionally 70% of their students depended upon financial aid to satisfy the very reasonable tuition requirements. With the most recent incoming class the percentage has grown to 81% while the amount of financial aid available from third party sources continues to decline.
“We work very hard to source this aid each year – but all the work is worth it when you see the students; not only during their four years here, but especially when they return while attending and after college.”
Bennett Johnston, New York AERS, and his product The SlimIce Pack have been featured in a Houston newspaper as well as several popular health and fitness blogs. In only a few months’ time he has sold a substantial number of SlimIce Packs and has plans to take distribution nationally.
Paul Lacy, Wilton Services, and Kazuko live in their small Scottsdale, AZ home during the winter and in their even smaller Flagstaff, AZ home during the summer. He has been a member of his church choir in Scottsdale since retirement and joined a senior choir, the Broadway Babies, five years ago. The Broadway Babies have about 25 gigs at locales ranging from retirement homes to the Holocaust Survivors in and around Phoenix and Scottsdale. Kazuko has been taking Polynesian Dance lessons in Scottsdale for several years.
He has recently joined a local Golden Horizons band; Golden Horizons is a nationwide group of bands made up of seniors. He is becoming reacquainted with the trombone, an instrument he played in high school and college.
He and Kazuko look forward to meeting retired Deloitte friends at the meeting in Las Vegas later this year.
Mike Malloy, Arlington Consulting, has been working on great stuff since leaving the firm. He left the firm after finishing his Masters in computer science at Georgetown (NTAP participant) to run his own social sunglasses business, Waveborn, and teams up with Unite For Sight and Surgical Eye Expeditions International.
“I absolutely loved my four years with Deloitte and they taught me the skills I have needed to run my own business. I still have great relationships with several of my former colleagues, some of whom have invested in Waveborn. I truly believe that we are colleagues for life.”
Sarah Jane Maxted, Arlington Consulting, is a research manager at the Institute for Strategy and Competitiveness (ISC) focusing on clusters and regional economic growth. The ISC, run by Dr. Michael Porter, focuses on the study of competition and its implications for company strategy across nations, regions, cities, and broader society as well as developing new theory, and disseminating ideas widely to stakeholders in both the public and private sectors. She has a diverse background in energy ranging from energy policy to clean energy technology commercialization to developing prizes and challenges. She developed and ran the U.S. Department of Energy (DOE) National Clean Energy Business Plan Competition where hundreds of start-up companies have formed. While at the DOE she focused on regional clean energy ecosystem development with an emphasis on accelerating technology transfer from the 17 DOE National Laboratories. She has worked for both the private and public sectors, and Federal and state levels, over her career including the DOE for both the Secretary of Energy and the Energy Efficiency and Renewable Energy Program Office, CGI (consulting firm) in their oil and gas sector as well as for former Senator John F. Kerry. Originally from Colorado, she went to Duke University where she double majored in Energy Policy and Cultural Anthropology and has also spent significant time in Washington, D.C. working for President Obama’s Administration.
Jennie Miller, Boston Consulting, will be starting business school at Columbia University in mid-January. In addition, “I will be moving from South Boston (a.k.a. Southie), where I have lived for the past seven years, to NYC. I will be residing on the upper west side, adjacent to the school's campus, for at least the next year and half.”
Harry Mumma, Philadelphia AERS, has started his own consulting firm, Gradum Consulting, that specializes in Internal Audit services as well as a service line dedicated to Private Equity and Portfolio Companies.
Matt Pasterczyk, Hartford AERS, has graduated from Western New England University this fall with a master’s degree of science.
Jaclynn Pearse, New York Consulting, has moved into the digital design world and was just promoted to accounts director and business strategist for a leading digital products and services studio called USTWO. Not only did the studio recently win website of the day by CSS (big award in the industry), but WIRED just covered their new game, Monument Valley, releasing shortly saying it might be the "most beautiful game on iPad in 2014.”
Hanh Phan, Atlanta Consulting, is now the global change management director for Ecolab Business Solutions (EBS) at Ecolab, Inc. She will be responsible for establishing and leading a global change management program and team to support Ecolab's aggressive business transformation and acquisition plans. Currently, she is leading the integration activities for Ecolab's most recent acquisition of Champion Technologies, a Houston, Texas-based global energy specialty products and services company with approximately 3,200 employees in more than 30 countries delivering product and service-based offerings to the oil and gas industry.
Thom Probus, Alexandria Consulting, has been with two start-up Internet marketing firms. He is currently technical program director for Social Growth Technologies in Columbia, MD, where he leads an Agile/Scrum software engineering practice. His latest effort involves leveraging the Agile methodology to estimate project and program costing.
Gerald Pulvermacher, Summit Consulting, co-founded Pulvermacher/Firth, a firm focused on executive talent management which was sold to the Hudson Highland Group, a spinoff of Monster.com. He went on to become Canadian president of Oliver Wyman Delta. Most recently, he founded Gerald Pulvermacher & Associates (GPA). This organization focuses on business transformation advisory services where the CEO is typically the client. He and his team are driven by shifts in corporate strategy, succession planning and implementation, and organization redesign they work with companies in industries such as oil & gas, real estate development, financial services, high tech, lotteries, and sports and entertainment. His clients can be found both in the U.S. and Canada. He was also on the Boards of two hospitals, a high tech company focused on educational software development and a private school from K-12.
Stuart Sanford, New York AERS, joined Mazzone & Associates (M&A), a regional investment banking firm in Atlanta focusing on sell-side and buy-side advisory engagements for clients ranging from $10-150 million in revenue within a variety of industries. He has primarily focused on our transactions within healthcare, business services and restaurant/retail. His experiences at Deloitte gave him the confidence and skill sets needed to operate independently and drive processes for clients. Since joining M&A, he has also filled the role of covering private equity and debt funds currently investing in the marketplace, which proved to be a smooth transition given his focus on auditing alternative investment funds.
Jonathan Suh, New York AERS, has been promoted at Credit Suisse to the title of assistant vice president. In addition, he was admitted to NYU Stern for a master's in risk management. He hopes to leverage his skills as a CPA and develop his skills in risk modeling to become "dual-lingual" in financial metrics.
Pamela Theiller, Hartford AERS, has recently been promoted to audit manager at the Travelers in their Corporate Audit Group.
Gary Webb, Rochester AERS, now owns an entertainment company which manages live showbands. After Alabama's Jason Dufner won the PGA Championship this past August in Rochester NY, his company decided to create the JASON DUFNER TRIBUTE BAND. This act will be doing U.S. and Canada tour dates mid-January through May. “We have been Dufner fans for a long time, and are proud to be part of his cult following.”
Philip Weintraub, Washington Services, has taught long distance courses in Public Health Planning and Finance, Health Disparities (a writing-intensive course and a prerequisite for undergraduate graduation) and Global Health in the Kent State University, College of Public Health. In 2012, he led the development of the University’s first course in Public Health Planning and Finance as part of an undergraduate degree concentration in Health Services Administration. In 2013, he led the development of an updated course in health disparities which was implemented in the fall 2013 semester.
In addition to his present teaching duties, he is currently leading the development of a course regarding Financial Management for Public Health Organizations. Also, he will serve as the instructor for this course in connection with the University’s Masters of Public Health in Health Policy and Management Leadership and Organizational Change Elective Option.
Greg Wieman, New York AERS, has recently accepted a position within the internal audit department at Google, starting end of January. He is originally from New York but is excited to relocate to San Francisco and work from Google’s Mountain View HQ office.
Bradley Willet, Arlington Consulting, and his wife Katie are expecting their first child, a boy, in May! “We can't wait to open this new chapter in our lives.”
Dave Binder, St. Louis Services, passed away on July 1, 2013, at age 76. In addition to his wife Sandy, to whom he was married for 52 years, he is survived by two sons, Jeffrey (Lynne) of Webster Groves and Michael (Debbie) of Zionsville, IN and a daughter Angie of Kansas City and three grandchildren.
Mike Bleier, Houston, was appointed by Governor Perry of Texas in 2013 to serve on the Board of the San Jacinto River Authority. This appointment provides him with an educational source of information on water management for Montgomery, Texas and an opportunity to represent the needs of residents and businesses in the community as it relates to future water management.
Prior to the appointment, Mike was named president of the Lake Conroe Association (a Non-Profit 501(c)3 organization) in 2004. The Lake Conroe Association represents the interests of residents and businesses on Lake Conroe in Conroe, Texas (50 miles north of Houston).
Before that role, Mike founded and managed the Travel Agency Consulting Service from 1983 to 1986. He then purchased Corporate Travel Management Company (The All Seasons Travel Group) to manage the travel needs of Federal, State and Municipal Government; Colleges and Universities; and large Corporations (including Deloitte & Touche's Houston and Austin offices). He sold the All Seasons Travel Group in 2000 with 180 employees, $200 million in annual airline sales, and ranking of #33 in the U.S. out of approximately 27,000 travel agencies.
“I could have never been prepared for my business and volunteer careers without the superb training and experience provided by Deloitte Haskins & Sells. I owe so much to Jim Davis, Partner In-Charge of the Houston Small Business Services division, and the numerous Deloitte partners and managers who ran a professional operation and provided invaluable training. I will always owe a great deal of gratitude to the Deloitte organization for providing me an opportunity to succeed. “
Tim Dixon, Denver AERS, has authored Twice Blessed, a novel about a blessed priest who is a natural at golf. It is an uplifting story full of humor, golf, and spirituality. To learn more about the book including how to purchase, please visit www.twiceblessed.info. Seventy-five percent of the book’s proceeds go to charity.
Brett Frevert, Omaha AERS, founded CFO Systems in 2005 in Omaha, Nebraska. Since its inception, CFO Systems has provided financial leaders including CFOs and Controllers to middle-market companies and small businesses throughout North America on an interim and timeshare basis. The company has grown exponentially over the last few years, adding four new directors in the last 12 months alone.
CFO Systems counts the construction, biofuels, manufacturing and non-profit industries among its clients. CFO Systems continues to be the go to team for companies needing practical, experienced financial leadership.
Trent Gillaspie, Denver Consulting, and his wife, Anne, are moving from their longtime home in Denver to Austin, TX as of February 2014.
Thomas Knipper, Dayton AERS, continues to serve as vice president and chief compliance officer of Ameritas Investment Partners, Inc. and is located in Cincinnati. In September, he joined the board of directors of the Investment Managers Series Trust II and also serves as the Chair of the Audit Committee.
On a personal note, he and his wife Liz celebrated their 30th wedding anniversary, and their daughter Meghan is expecting their first grandchild this March.
Chris Knoppe, Cincinnati Consulting, was recently featured in the Columbus Dispatch (October 13, 2013 Sunday edition, front page of the “Home & Garden” section) newspaper, which highlighted his role as director in a company that funds real estate projects nationwide for investors who buy distressed houses and renovate them for re-sale or rent. As the article highlights, Chris and his two brothers also actively renovate houses in their hometown of Columbus, OH and manage an inventory of 200-plus rental properties. The company was founded as a homebuilder by his father in 1987, and Chris joined in early 2007 at the height of the real estate market. He and the other company owner/directors were able to navigate through the economic downturn and introduce new business models that not only kept the doors open, but positioned the company to grow rapidly. Over the past two years, the company has been adding staff and has expanded from regional to now funding projects nationwide.
Gopi Krishna, Chicago Consulting, married in October 2011 and became certified as a Project Management Professional (PMP) in November 2013.
Phillip Serra, Detroit AERS, will be celebrating his Silver Anniversary next week at Merrill Lynch. “Thanks Deloitte for helping me launch my career!”
Scott Shinners, Chicago AERS, was with ConAgra Foods as a director of Internal Audit in Omaha, NE from 2009 to 2013. He is now finance director - Global Marketing with ConAgra Foods in Naperville, IL. As a finance director supporting the Global Marketing Team, he is responsible for leading a team of six finance professionals partnering with marketing, brand management, procurement, supply chain, IT, and others to manage financial reporting, planning, forecasting, and financial analysis activities. His role is primarily focused on financial management and analysis of all consumer business advertising and promotional spending (i.e., advertising, promotional events, brand support, coupons).
Guice Smith, New Orleans AERS, is now part of Stanton Chase International, a top 10 global retained executive search firm where he will continue to focus his practice in the healthcare arena as part of the firm’s Healthcare and Life Sciences Practice Group. Operating from the Nashville office, he will continue to supply top executive talent to hospitals and health systems (both the for-profit and not-for-profit), physician practices, ambulatory and ancillary organizations, payers, consulting firms and other professional service groups. In addition, he will participate in the firm’s CFO Practice Group which encompasses accounting and finance across all industries.
Alejandra Solano, Chicago Consulting, accepted the position of strategic director for Compartamos Banco, the largest microfinance bank in Latin America, in 2013. Compartamos is a young organization serving 2.5 million customers, mostly women, who have been underserved by the regular banking system. With a social vocation, Compartamos has found the formula for a profitable operation that allows for rapid expansion in Mexico and Latin America. Alejandra was invited by a former client to join Comparamos and help with their strategic evolution from a uni product NGO business model, to a multinational, complex business model operation. The opportunity to work with social entrepreneurs who are breaking the rules of the third sector is what moved her to leave Deloitte. Now she is working with her former colleagues as consultants to design and implement the new operating model of her organization. “I think I am a better consultant now that I know what being a ‘client’ feels like!”
James White, Minneapolis Consulting, received his Ph. D. in Applied Economics from the University of Minnesota, effective December 31, 2013. This completes his transition to professor as he has been teaching Agricultural Economics at the University of Wisconsin, River Falls for the past year. Dr. White specializes in and teaches agribusiness firm management, professional selling, agricultural product marketing, and cooperative and group action business models. His dissertation is on group action business models in the insurance and agricultural industries.
Steven Atamian, Los Angeles Services, is the co-founder and Chief Empowerment Officer of Global Brigades, a nonprofit that was founded by a handful of Deloitte professionals of the Los Angeles office in 2013 and has grown to be the largest secular international volunteer organization in the world, sending more volunteers overseas than the Peace Corps. On behalf of the 8500 annual volunteers, they have conveyed appreciation and gratitude to Deloitte for all of its past and continued support, particularly through the Going Global Giving Back Program.
Joe Birdsong, San Francisco AERS, Brandon Studley and Joe formerly worked in AERS - CRC (Contract Risk & Compliance) in the San Jose and San Francisco offices. He also briefly worked out of the Neuilly (Paris), France office as part of a global development program. Brandon exited Deloitte in 2011 as a manager and Joe left the firm early 2012 as a senior consultant. Thanks to skills forged at Deloitte they have both been promoted to Directors at Visa, Inc. based in Foster City.
They have continued operating under the niche practice of Software Asset Management based on their experience with Deloitte. They have conducted and participated in industry events and have been invited to speak at Software Asset Management events.
Danielle Flitter, Portland Tax, got her CPA license and started a job at the University of Pennsylvania as Associate Trust Administrator.
Valerie Handunge, Los Angeles Consulting, founded a small non-profit (501c3 pending) called the Malini Foundation. They are establishing a two-prong project in Sri Lanka to support girls and women through education and livelihoods.
The first program is an innovative home for orphaned girls with a focus on quality education. The second program is a retail merchandising initiative that creates training and job opportunities for women. The profits from this program are used to run the children's home. Partnerships with Advocates for International Development, Penn State University and the University of Maryland are working to create a social entrepreneurship model to support girls and women in post-conflict Sri Lanka.
Thomas Iino, Los Angeles Services, was conferred the Order of the Rising Sun, Gold Rays with Neck Ribbon in April 2013 for promoting the development of the Japanese American community. He has served as Chair of the Board of Directors of the Japanese American Cultural and Community Center, and is currently on the Board of Directors of Keiro Senior Healthcare and on the Board of Governors of the Japanese American National Museum. Pacific Commerce Bank, where he is currently Chairman of the Board, is the only bank owned substantially by Japanese Americans in the mainland U.S., and provides loans to Japanese American small and medium sized businesses.
Furthermore, he has been a driving force in the U.S.-Japan Council since its founding and currently serving as the Chair of the Board. He has contributed greatly to developing the Japanese American community and people relationships with Japan through focused programs such as the Japanese American Leadership delegation and programs addressing commercial, diplomatic and educational exchanges between the two countries. Additionally, in 2012, the U.S. - Japan Council established the Tomodachi Partnership, which aims to support Japan’s recovery after the Great East Japan earthquake, strengthen long term U.S. - Japan cultural and economic ties and deepen the bilateral friendship. Tomodachi focuses on investing in future generations and coordinates a variety of exchange programs between Japan and the United States.
Barbara Kelley, Costa Mesa Tax, recently served as Professor for a day at California State University Fullerton (CSUF), her alma mater. She taught an ethics class in the Mihaylo Leadership Academy for graduate students and a business writing class for undergraduate students in the business school. She enjoyed the interaction with the students and was impressed with the insightful comments made by them.
Barbara also commented that while she was a student, she never would have imagined a day when she would have a designated faculty parking spot at CSUF!
Michelle Kim, San Francisco Consulting, had an informal Human Capital alumni gathering on December 15. The group celebrated the holiday season and caught up with each other over delicious brunch at a restaurant in the Mission District. They had a wonderful time reconnecting and plan to meet again soon!
Maria Ku, San Francisco Tax, continues working in her private CPA practice as an experienced accounting/tax professional CPA with long-standing expertise within individual tax services. She also enjoys teaching accounting courses at the Ohlone College and the Diablo Valley College.
In her personal life, she and her husband are focused on supporting multifaceted interests of their two teenage daughters. The family activities which they enjoy together are biking, hiking, world travel every summer, live theater and reading.
Glenn Minervini-Zick, San Francisco Audit, is now the CFO of E-Health Records International, Inc., a mobile technology company based in California that builds and deploys cloud-based electronic health record (EHR) and hospital information system (HIS). The EHR and HIS applications are currently serving healthcare systems in the developing world. These paperless systems allow any healthcare organization in the world to transform patient data to its highest and best use; improved patient care and more efficient operations.
By using low cost, low maintenance software run on Cellular or Wi-Fi networks, the company helps narrow the technology gap to improve health care and health outcomes, even in the most remote regions of the world. The company partners with private hospitals, faith-based organizations and government hospital systems. E-Health Records International is leveraging the technology everyone has in their pockets to empower healthcare providers, patients and others to advance global health.
Mariam Nahapetyan, San Jose AERS, is working as a Senior Internal Auditor at Varian Medical Systems since March 2013.
Alison Coleman Rezai, San Francisco Consulting, was recently promoted as Vice President of Global Marketing Strategy, Planning & Performance at the Hewlett-Packard Company (HP). She has been with HP in Palo Alto, CA for a little over four years and has held various positions in the marketing department with a primary focus on digital marketing, HP.com and overall marketing strategy.
On a personal note, she and her husband Kameron, and their two year old son, Ben are expecting a little girl in early February 2014.
David Rosenblum, Los Angeles Consulting, became President of the National Association of Corporate Directors Southern California Chapter on July 1, 2013.