Read the latest news from our members
in alphabetical order by company
DMJPS PLLC raises USD 12,825 for Special Olympics North Carolina
New managing partner named as GYF leadership transitions
MGA Milano Global Advisors: A new frontier in financial innovation for corporate liquidity management
Brian T. Grogan re-elected and Brian J. Schoenborn elected to Moss & Barnett Board of Directors
New Shareholder promotions at tonneson + co
GGI member North Carolina CPA and advisory firm DMJPS PLLC makes a splash, leaping into cold waters for polar plunge, raises USD 12,825 for Special Olympics North Carolina
GREENSBORO, NC, March 10, 2024 — The Triad Chill Polar Plunge for Special Olympics, one of North Carolina’s most unique fundraising events, took place on 24 February 2024 in Greensboro at Wet n’ Wild Emerald Point. The event was held on a frigid afternoon with hundreds of community supporters in attendance. DMJPS PLLC, a North Carolina CPA and advisory firm, raised more than USD 12,825 for Special Olympics North Carolina. The firm took home the trophy for Most Money Earned by a Group. Special Olympics North Carolina reports that more than 100 teams took the icy cold bath, and the event raised over USD 51,000.
DMJPS CPAs + Advisors is an annual sponsor of the Triad Chill for Special Olympics and has had a team of plungers at the event for 24 consecutive years. DMJPS’ 2024 team of Polar Plungers included DMJPS professionals Sophie Appelbaum and David Mize from the Greensboro office, and Alexis Peterson and Drew Steel from the Durham office. Family and friends of DMJPS also joined the team for the official plunge.
Caren Rodriguez, DMJPS’s Chief Marketing Officer, presented Special Olympics North Carolina with a symbolic check commemorating DMJPS’ contribution and fundraising total. She notes, “The Triad Chill Polar Plunge is a cherished tradition at DMJPS. We extend our gratitude and thanks to our community, colleagues, and business partners who generously led us to this fundraising milestone. DMJPS is honoured and proud to support the athletes of Special Olympics and we wish them an incredible year ahead.”
With seven office locations serving North Carolina from the mountains to the coast, DMJPS team members are firmly rooted in the communities in which they live and work. The firm has now contributed well over USD 190,000 to Special Olympics North Carolina throughout its decades’ long support of the annual event.
Full story here.
About Special Olympics North Carolina
Special Olympics North Carolina represents nearly 40,000 athletes and supporters, and provides year-round sports training and competition opportunities for children and adults with intellectual disabilities.
ABOUT DMJPS PLLC
DMJPS PLLC is a tax, assurance, and business advisory firm that provides a wide range of specialised solutions, and routinely solves complex matters for individuals, privately-held businesses, and corporations. With North Carolina offices from the mountains to the coast in Greensboro, Asheville, Boone, Durham, Marion, Sanford, and Wilmington, DMJPS provides solutions from one reliable firm.
GGI member firm DMJPS PLLCGreensboro, NC, USAT: +1 336 275 9886
Auditing & Accounting, Tax, Advisory, Corporate Finance, Fiduciary & Estate Planning
Pittsburgh, PA, March 10, 2024 — Grossman Yanak & Ford LLP (GYF), a certified public accounting firm headquartered in downtown Pittsburgh, recently announced a transition in its top leadership. Jeffrey A. Ford, one of the firm’s founding partners, has been named the new managing partner. He assumes the responsibility from John M. Yanak, also one of the firm’s founding partners, who has served in this role since the firm was founded in October 1990.
During Yanak’s tenure as managing partner, GYF has seen tremendous growth. Since April 1991, when the first employee was hired, the firm’s headcount has increased to nearly 100 personnel. To accommodate the growing number of staff, GYF’s downtown office expanded and relocated several times throughout the years. In May 2024 GYF plans to move again to an even larger footprint in Four Gateway Center. Yanak has played a key role in all these moves, especially the upcoming relocation. The updated headquarters will serve as fitting reminder of his contributions to the development of the firm over the years.
Ford notes, “John’s lasting relationships and connections have been integral to the growth of GYF, and his character truly demonstrates the culture of servant leadership. John is well respected by his colleagues, clients, and the overall Pittsburgh business community. Our firm’s success is a testament to his leadership and dedication.”
Three partners started their own venture with a focus on high-quality, personalised service. The trio initially provided tax, assurance and ERP solutions services to their clients, and expanded the firm’s offerings as the personnel complement grew.
In 2001, Don Johnston was named as GYF’s fourth partner. His additional leadership in the Tax Services Group allowed Bob Grossman, the third founding partner, to create a new service line – Business Valuation & Litigation Support Services. This group began serving clients in 2008, and Melissa Bizyak, the current head of that group, became GYF’s fifth partner in 2011.
As the firm’s service capabilities have grown, so has the leadership team. Mark Wolstoncroft was named as a partner in the A&A Services Group in 2019, and two professionals, Megan Troxell (A&A Services) and Michael Weber (Tax Services), were promoted to partners in their respective service groups in 2021.
The firm’s management structure expanded to include a director level, which currently includes five professionals overseeing the service groups, as well as operational leaders in the areas of finance, technology, human resources, and marketing. The team also has 17 managers serving across the four core practice groups.
The primary responsibility for guiding these leaders, as well as for determining and monitoring the goals and direction of the firm as a whole, now rests in different, but equally capable, hands as Ford takes the reins. In addition to his new managing partner role, Ford is one of the partners who oversees operations in the A&A Services Group and also heads the firm’s Technology/IT function.
Ford’s strategic and innovative mindset led to GYF’s membership in GGI Global Alliance. This membership greatly expanded GYF’s business development opportunities by providing connections to a wide network of qualified professionals, and access to additional resources. Ford serves as North American Regional Chair of GGI's Auditing, Reporting & Compliance Practice Group.
Ford embraces the use of technology to enhance GYF’s capabilities, while upholding the ethics and principles that guided the founding of the firm. Ford strives to model these ideals and inspire others to advance their own careers, while building the success of the firm, following the core values specified in the firm’s ‘GYF Way’.
“I have worked Jeff with for over 40 years, and I am confident that the firm we started together more than three decades ago will continue to grow and prosper under his leadership,” said Yanak.
Grossman Yanak & Ford LLP is a full-service CPA firm, headquartered in Pittsburgh, Pennsylvania. Their accounting and consulting service offerings include audit and assurance, tax advisory and compliance, business valuation and litigation support, business advisory/ management consulting, and ERP solutions.
GGI member firmGrossman Yanak & Ford LLPPittsburgh (PA), USAT: +1 412 338 93 02
Advisory, Auditing & Accounting, Tax
MGA Milano Global Advisors successfully registered on the USDV MONEY dedicated portal, becoming Verified Minters. With this qualification, the company is now able to mint USDV. USDV is a stablecoin that operates on the blockchain and is designed to maintain a stable value relative to the US dollar. Since USDV is pegged to the US dollar, it means that 1 USDV is equivalent to ~$1.
GCG member firmMGA Milano Global AdvisorsMilan, Rome, ItalyT: +39 02 49747500
Advisory, Corporate Finance
Dr Cesare Suglia is responsible for mergers & acquisitions, equity capital market, and turnaround sectors. In particular, he specialises in IT, and catering and hospitality services. Before joining MGA, he worked as an entrepreneur in the IT sector of cryptography, digital signature and blockchain. Contact Cesare.
Minneapolis and St. Cloud, MN, January 24, 2024 — Moss & Barnett, A Professional Association, is pleased to announce that Brian T. Grogan was re-elected and Brian J. Schoenborn was elected to three-year terms as members of the firm’s board of directors, effective 01 January 2024.
Grogan, Moss & Barnett President and Chief Executive Officer, is a member of the firm’s business law and communications practice groups. He provides counsel on regulatory compliance and transactional opportunities to established companies, new businesses, trade associations, and municipal entities across the nation in their complex contract negotiations and regulatory proceedings.
Schoenborn is the Director and Chair of the firm’s St. Cloud office. He is a member of the firm’s business law, estate planning and wealth preservation, mergers and acquisitions, closely-held businesses, securities, financial services, real estate, and technology practice groups. Schoenborn provides strategic counsel to private businesses and families with an eye toward preventing problems, contributing vision and creative leadership, and capitalising on relationships and opportunities. He is a comprehensive business lawyer who serves as outside general counsel for many of his clients, focusing on the intersection of business law, business succession, and estate planning.
Grogan and Schoenborn will each continue practising law on a full-time basis in addition to handling their management responsibilities. They are joined on the board by co-directors, John P. Boyle, Jana Aune Deach, Timothy L. Gustin, and Christopher D. Stall.
About Moss & Barnett
Moss & Barnett provides a full range of legal services to business and private clients in Minnesota, the Upper Midwest, and beyond. Our goal is to be a strategic and critical partner to our clients and provide value that extends far beyond the practice of law. Moss & Barnett has been named a ‘Best Law Firm’ by U.S. News – Best Lawyers since its inception in 2010. The firm has offices in downtown Minneapolis and St. Cloud, Minnesota, and features 100+ attorneys and paralegals representing clients as advisors and advocates.
GGI member firmMoss & Barnett Minneapolis (MN), USA T: +1 612 877 5373Law Firm Services
Brian T. GroganContact Brian.
Brian J. SchoenbornContact Brian.
Moss & Barnett provides a full range of legal services to business and private clients in Minnesota, the Upper Midwest, and beyond. Our goal is to be a strategic and critical partner to our clients and provide value that extends far beyond the practice of law. Moss & Barnett has been named a “Best Law Firm” by U.S. News – Best Lawyers since 2010. The firm has offices in downtown Minneapolis and St. Cloud, Minnesota, and features 100+ attorneys and paralegals representing clients as advisors and advocates.
We are pleased to announce three significant promotions at GGI member firm Tonneson + Co: Jessica Clancy, Patrice Goodwin, & Jamie Tong-Chow have all been promoted to Shareholder.
Jessica Clancy, a CPA with 21 years' experience, specialises in partnerships, S-corporations, and individual taxation. A Bryant University graduate, she actively engages in professional development through AICPA and MassCPAs memberships.
Patrice Goodwin, a CPA with 15 years of experience, specialising in comprehensive tax services for trusts, estates, and high-net-worth individuals, particularly in private equity. She holds a BA from the University of Massachusetts Boston and a JD from Suffolk University Law School, and is an active member of MassCPAs and MACPA.
Jamie Tong-Chow, a CPA with over 22 years' experience, excels in audit readiness and advisory services for closely-held businesses and employee benefit plans. Jamie holds a BSA from Suffolk University, and is an active member of AICPA and MassCPAs.
All three Shareholders are active members of GGI, and are frequently involved in GGI DEI speaking opportunities.
We look forward to their continued contributions to the success and growth of our firm.
GGI member firmtonneson + CoWakefield, Boston, MA, USAT: +1 781 245 99 99
Auditing & Accounting, Tax, Advisory, Corporate Finance
tonneson + co is a certified public accounting firm headquartered in Wakefield, Massachusetts, with additional offices in Boston and Columbia, Maryland. The firm provides privately-held businesses, non-profits, multi-family offices, and individuals with tax, audit and business advisory services.
