Professionals on the Move – July 2024

Professionals on the Move is a round-up of promotion and staffing announcements from around the profession.

Daniel Winokur joins Wipfli as partner, healthcare services

Wipfli LLP, an advisory firm, recently announced that Daniel Winokur has joined the firm’s national healthcare services practice as a partner. Winokur is an executive management consultant with 15 years of experience advising federally qualified health centers and other socially responsible ventures.

Among his areas of focus are healthcare finance, mergers and acquisitions, fundraising and federal grants, and legal compliance. Winokur also has extensive experience as a CFO, with a focus on revenue maximization for nonprofits and strategic transformation of enterprises, including turnarounds.

A native of Berkeley, California, Winokur lives in El Cerrito, California, with his wife, son and daughter. He received his Bachelor of Arts degree from Wesleyan University in Middletown, Connecticut, and his Master of Business Administration degree in sustainable business from Presidio Graduate School in San Francisco, California. Before joining Wipfli, Winokur was the chief of strategy, leadership and development at Facktor Health.

Kowalsky Joins CohnReznick as Government and Public Sector Advisory Principal

CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently  announced that Ted Kowalsky is joining the firm as a Principal in its Government and Public Sector Advisory practice. In this role, Kowalsky will focus on advising public sector and commercial businesses on ways to leverage government funding and the tax code in support of a nationwide focus on community resilience, economic development, and sustainability objectives.

Kowalsky has more than 20 years of experience across the public administration, financial services, and information technology areas. This includes a broad range of domain expertise including affordable housing, renewable energy finance, capital markets stabilization, homeownership preservation, environmental grants and, most recently, topics related to public sector sustainability. His experience further includes a focus on serving disadvantaged and underserved communities.

Before joining CohnReznick, Kowalsky was Director of ESG and Public Sector Sustainability at a major advisory firm. There he helped lead a practice focused on national sustainability topics for commercial and public clients including ESG materiality, climate risk analysis, quantification, and reporting. Kowalsky also previously served at the U.S. Department of the Treasury as Executive Director (Career SES) of the Office of Grants & Asset Management, overseeing a $45B portfolio of large-scale stabilization, federal financial management and grant programs. Kowalsky is a recipient of the U.S. Treasury’s Exceptional Service Award, awarded by Secretary Janet L. Yellen.

Kowalsky earned an MSc in Economic History from the London School of Economics and Political Science; an MA in History from The George Washington University; and double majored at American University to earn his BA, Literature, and BA, History & Philosophy. He holds several industry credentials including the Program Management Professional (PgMP), Project Management Professional (PMP), and Certified Information Systems Security Professional (CISSP) designations. Kowalsky serves on the Climate Task Force of the Federal Accounting Standards Advisory Board (FASAB) and sits on the Board of Directors of a cryptocurrency, digital assets, and blockchain 501(c)(3) non-profit which he co-founded.

Jenni Fleck Jones Receives University of Delaware Mentor Award

Belfint Lyons & Shuman, CPAs (BLS)’s marketing & college recruiting manager, Jenni Fleck Jones, is the recipient of the 2024 Brad Scott Excellence in Mentoring Award from the University of Delaware Lerner College of Business!

The Excellence in Mentoring Award was established in honor of Brad Scott, who passed away suddenly. Brad not only played a vital role in growing the Lerner Executive Mentoring Program but mentored and coached students throughout his time at UD. The award is given to a mentor who has demonstrated consistent, high-quality mentoring and goes above and beyond in mentoring Lerner students toward meeting their professional goals.

Jenni was recently honored with this prestigious award at the Lerner Alumni Awards of Excellence Ceremony during Alumni Weekend. Known for her unwavering support and genuine compassion, Jenni has played a pivotal role in shaping the academic and personal journeys of countless individuals within the university community. Through her guidance, students have not only excelled academically but have also grown personally, gaining confidence in navigate the challenges of higher education, career navigation, and beyond. Her dedication to mentoring serves as a testament to the transformative power of mentorship, inspiring others to pay it forward and make a lasting difference in the lives of those they encounter.

Read about all of the award winners –Lerner College Honors 2024 Alumni Award Winners

Withum Names 20 New Partners

Withum is proud to announce its 2024 New Partner Class. In total, twenty team members advance to partner in Withum offices nationwide and join the dynamic, diverse corporate leadership team at the Firm.

Ryan Bixenman is the is the tax team leader of the Special Purpose Acquisition Company Services Team.

Tyler Collins is the market leader of Withum’s R&D Tax Credit Services and is an expert in complex tax regulations.

Kerra Diener is a seasoned business tax expert dedicated to helping clients achieve their financial goals.

Patrick Donahue is an audit partner specializing in integrated audits.

Mark Eckerle is an audit professional specializing in the technology and emerging growth industry with client concentrations in digital assets and blockchain technology.

Christina Flynn is a quality control partner and an IFRS expert.

Josh Horowitz is the team leader of the Professional Sports Services Team and serves high-net-worth individuals in the sports and entertainment industry with complex tax issues and tax-saving planning.

David Katz is a quality control partner specializing in audit and audit-related services in various industries.

Daniel Krolikowski is a team co-leader of the Founders and Technology Executive Services Team, specializing in income and estate tax planning.

Sean Linde is an expert in employee benefit plan audit services across industries and also has experience with other audit and accounting services.

Rhonda Maraziti is Withum’s Chief Marketing Officer, leading the firm’s Marketing Department which is responsible for all advertising, branding, market strategy, social media, communications, public relations, experience marketing and proposal writing efforts.

Kevin McElgunn is the team leader of Cloud-Based Technology Solutions and specializes in developing advanced audit technology and innovations.

Lauren Naples is the team leader of the Education Services Team and specializes in accounting and audit-related services for not-for-profits and consumer products companies.

Zachary NewComer has highly specialized experience in SEC-related work, including SOX audits, initial public audits and related filings, as well as uplisting required audits and reviews.

Joshua Pagano is a member of the Financial Services Team, specializing in tax compliance and consulting for a variety of funds, general partners and management companies.

Luca Panarelli is a team co-leader of the Digital Health Services Team and serves as a strategic tax advisor with expertise in tax planning and consulting.

Amanda Romond leads the Foundations Services Team and assists clients with their financial reporting and compliance needs.

Sean Urbany is a tax partner who focuses on high-net-worth families and their unique tax planning needs.

Lara Waldner is the team leader and audit lead of the Theatre and Entertainment Services Team and specializes in financial reporting and compliance requirements for the theatre and entertainment industry.

Laura Whitman is the co-team leader for the Staffing and Consulting Services Team and specializes in providing outsourced accounting services in the professional services industry.

Congratulations to all new partners!