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March 22, 2017

Our Memphis blog is closing. We've enjoyed connecting with you here. Please follow our national CBIZ Solutions and Insights blog here.




March 2, 2017

It is with great pleasure that CBIZ MHM Memphis announces that three employees have been promoted.

Kayla Carr, Audit Manager, CPA (pictured above, right)

  • Specialty: Audit and Assurance Services for Corporations, Employee Benefit Plans, Non-Attest Services Related to Acquisition Accounting
  • Education: University of Wisconsin Oshkosh
  • Organizations: American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, Accounting Career Education Committee
  • Favorite Restaurant in Memphis: Central BBQ

Jennifer Elton, Audit Senior Manager, CPA (pictured above, left)

  • Specialty:: Attest Services for Large Corporations, Investment Companies, and Privately Held Businesses, GAAP Accounting Standards, Financial Statement Analysis and Reporting
  • Education: Christian Brothers University
  • Organizations: American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, Board Member and Treasurer
  • Favorite Restaurant in Memphis: Restaurant Iris

Sarah Murphy, Tax Senior Manager, CPA (pictured above, middle)

  • Specialty: Tax Compliance, Multifamily and Commercial Real Estate, IRS and State Notice Response and Resolution
  • Education: Christian Brothers University
  • Organizations: American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, Give365
  • Favorite Restaurant in Memphis: Sekisui Pacific Rim

For more information about our team in Memphis, click here..




January 27, 2017

It is with great pleasure that CBIZ MHM Memphis announces that four employees have been promoted to Managing Director.

“On behalf of everyone at CBIZ MHM, I would like to congratulate each of our new managing directors in the Memphis office.  I am extremely proud of what this year’s class means to CBIZ MHM,” said Eustis Corrigan, Senior Managing Director, CBIZ MHM.

Brooke Balducci, CPA

  • Specialty: Corporate Tax Compliance and Consulting, State and Local Taxation, Passthrough Taxation, Accounting for Income Taxes
  • Organizations: AICPA, TSCPA, Mid-South Food Bank
  • Education: Mississippi State University
  • Best Advice Brooke Has Ever Been Given: "Do your best even when no one is watching."

Cherry Blanton, CPA

  • Specialty: Financial Statement Audits, Employee Benefit Plan Audits, Privately Held Companies
  • Organizations: AICPA, TSCPA, Memphis Institute for Leadership Education (MILE), Department of Management in Fogelman College of Business at University of Memphis
  • Education: Faulkner University
  • Best Advice Cherry Has Ever Been Given: "You can be anything you want to be."

Rhett Butler, CPA

  • Specialty: Financial Statement Audits, Transaction Advisory, Fraud and Anti-Corruption Services, Acquisition Due Diligence, Manufacturing
  • Organizations: AICPA, TSCPA, Association of Certified Fraud Examiners
  • Education: Rhodes College
  • Best Advice Rhett Has Ever Been Given: "Pursue perfection and accept excellence."

Josh Finfrock

  • Specialty: Transfer Pricing, Development of Planning and Documentation Strategies for Multinational Corporations
  • Education: Wheaton College
  • Best Advice Josh Has Ever Been Given: "You're a problem solver. You will be able to figure this out on your own."

“We are adding 4 strong managing directors with diverse voices and deep industry experience to our leadership team.  We are also promoting leaders we have developed ourselves and who represent the culmination of hard work, focus and passion,” Corrigan said.  “This accomplished group embodies the mission and values we live every day at CBIZ MHM and has exhibited an extraordinary ability to create value for our clients, firm, profession and communities.  The promotion of these new managing directors further ensures that we are prepared for the ever changing environment and highlights our commitment to building a high-performance culture.”

For more information about our team in Memphis, click here.




December 6, 2016

CBIZ MHM is pleased to announce that Steve Lackey has rejoined the Memphis practice as Managing Director. Steve is a Certified Public Accountant (CPA) with significant experience with local and national firms. Most recently, Steve served as the Controller at the University of Memphis.

Steve spent more than 15 years as a Partner at Thompson Dunavant PLC and Managing Director of CBIZ MHM, focusing on audit and consulting services for a diverse group of businesses, governments, and not-for-profits. In addition to engagement management, Steve will focus on deepening relationships with the leadership and personnel of client organizations, contributing to business development efforts, and serving as a trusted business advisor to clients.

"We are pleased that Steve Lackey is rejoining CBIZ MHM and the profession. Steve brings back to our Firm a sense of familiarity with our clients, our processes, and our people," said Eustis Corrigan, Senior Managing Director, CBIZ MHM. "He will be key in executing our strategy to expand on our relationships and opportunities in the Greater Memphis area and in delivering exceptional client service."

Lackey received his bachelor's degree in Accounting from the University of Memphis. He is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.

 




November 15, 2016

CBIZ & MHM Memphis is pleased to announce that Philip Pontius has joined the firm as an Audit Senior Manager. Pontius will assume responsibility for managing client engagements, supervising and mentoring staff, and contributing to business development efforts.

Pontius has 8 years of experience with both Big 4 and a national firm in providing audit, review, compilations, and business advisory services. He has worked with a wide range of industries including large publicly traded companies as well as private companies in retail, healthcare, technology, and financial services sectors.

Pontius received both his Bachelors and Masters of Accountancy at the University of Alabama in Tuscaloosa. He is a CPA and a member of AICPA. Pontius is also IFRS certified.

"Philip adds depth to an already incredible team of managers in our attest practice. He has solid experience with other national firms that will benefit our people and clients," said Eustis Corrigan, Senior Managing Director, CBIZ MHM Memphis. "We are also proud to have a hand in bringing talent back home to Memphis."

The Memphis office has been providing audit and attest services to the Memphis area since 1997. Our audit and attest practice provides financial statement audits, employee benefit plan audits, agreed upon procedures, reviews, compilations, and due diligence services. Our clients cover a broad base of industries including manufacturing, real estate, not-for-profit, professional services and retail.

For questions regarding CBIZ & MHM audit and attest services, please contact Linda Lauer at llauer@cbiz.com or 901.685.5575.




October 31, 2016

The seventh annual Memphis Business Journal CFO of the Year Awards ceremony was held at the Holiday Inn at the University of Memphis on October 21st. The awards recognize outstanding financial professionals in the Mid-South for exceptional performance in their roles as corporate financial stewards.

The event began with coffee and breakfast for the more than 400 attendees. Breakfast was followed by a video introducing each of the nominees and the presentation to all winners. Winners were selected by a panel of judges that have all previously been named a CFO of the Year. The winners are as follows:

  • Private Company Less than $50 Million Annual Revenue
    • Michael Johnson, ALCO Management, Inc.
  • Private Company More than $50 Million Annual Revenue
    • Carolyn Stafford, NovaCopy, Inc.
  • Non-Profit Less than $20 Million Annual Revenue
    • Bob Wenner, The Wolf River Conservancy
  • Non-Profit More than $20 Million Annual Revenue
    • Paul Makris, Christ Community Health Services

HJ Weathersby, Former CFO for Dunavant Enterprises Inc., was given the honor of receiving the Lifetime Achievement Award for his service within the financial sector.

CBIZ MHM has been proud to sponsor these awards since their inception in 2010.

To see a full list of the finalists, click here.




October 25, 2016

CBIZ & MHM Memphis partnered with Evans Petree PC on October 19th to host a roundtable discussing the new overtime regulations. The goal was to inform employers on how these changes will affect their business and the way that they choose to operate with their employees.

Co-presenters Ed Rataj of CBIZ Human Capital Services in St. Louis and Chip Cavagnaro of Evans Petree PC led a powerful discussion followed by a question and answer segment to the more than 50 attendees.

Cavagnaro began the presentation by giving a legislative overview of the revisions to the Fair Labor Standards Act. He continued to explain the things that would change based on the new rule and also discussed the exemptions. The legislative overview was followed by a discussion of how the rule would affect a number of specific industries.

Rataj stepped in for the second half of the presentation to help attendees understand the smartest way to implement the new legislation within the workplace. Through statistics and graphs, Rataj was able to show how to analyze alternatives.

For more information on how to best implement the new regulation in your office, please visit here or contact Ed Rataj at erataj@cbiz.com

 




October 19, 2016

On Saturday October 1st, a group of employees from the Memphis office volunteered to help with registration and accounting aspects at the JDRF One Walk, a one mile walk to raise money and awareness for the millions affected by Type 1 Diabetes (T1D). The walk was held at the newly redesigned Shelby Farms Park.

Many of the teams brought tents, chairs, and music to set-up in the center of the field at Shelby Farms Park where most of the excitement took place. One of the crowded favorites was the aerialists that performed after the walk, one of which was diagnosed with T1D at just 2 years old.

Members of #teamcbiz helped to check people in at the registration table and provide a welcoming attitude to many families that have children struggling with Type 1 Diabetes. The Memphis office's own, Vicki Bari, helped to calculate the overall money count for the 2016 JDRF One Walk. This year, the event raised over $460,000!

CBIZ & MHM Memphis is always proud to be a part of community events like this one. It is great to see many different people unite over making the world a better place, especially a place without Type 1 Diabetes.

To learn more about community involvement at CBIZ MHM Memphis, please contact Sadie Williams, the Memphis office Community Involvement Chair, at SJWilliams@cbiz.com.




September 30, 2016

CBIZ MHM Memphis would like to congratulate the 2016 Memphis Business Journal CFO of the year finalists! The nominees will be honored at an awards breakfast at the University of Memphis Holiday Inn on Friday, October 21st. The Memphis office has sponsored these awards since their inception in 2010.

The Memphis Business Journal has divided the finalists into the following categories:

Private Company (Less than $50 million annual revenue):

  • Michael Johnson, executive vice president, ALCO Management, Inc.
  • David Selberg, CFO, Poag Shopping Centers
  • Margie McClung, CFO, Shoemaker Financial

Private Company (More than $50 million annual revenue):

  • Alan Waxler, CFO, Centro Inc.
  • Robert McIntire, CFO, Creative Co-Op
  • Carolyn Stafford, CFO, NovaCopy, Inc.

Nonprofit Company (Less than $20 million annual revenue):

  • Monica Morgan, CFO, Common Table Health Alliance
  • Bob Wenner, CFO, The Wolf River Conservancy
  • Doug McDonald, CFO, Mid-South Food Bank
  • Donald Selheimer, CFO, The Village at Germantown

Nonprofit Company (More than $20 million annual revenue):

  • Leanne Smith, vice president of Financial Services, Baptist College of Health Sciences
  • Paul Makris, CFO, Christ Community Health Services
  • Dawn Wade, CFO, Trezevant Manor

CBIZ MHM Memphis would like to congratulate all of the finalists on their nominations. For more coverage on the 2016 CFO of the Year event, search #MBJCFO on Twitter.




September 28, 2016

What does one give a woman that has exceled in both her personal and professional endeavors and become a role model for other businesswomen in Memphis? A pink Super Woman cape of course.

On Friday, September 9th, the Memphis Business Journal hosted the 5th annual Super Women in Business awards luncheon at the University of Memphis Holiday Inn. CBIZ MHM Memphis is proud to have been a sponsor of the awards since their inception.

The nearly 400 attendees in the audience watched as each 2016 Super Woman Award recipient received their pink cape, plaque, and said a few words about the people in their life that inspire them. Each woman was given the task of saying 5 people who inspired them. If they said more than 5, they were asked to donate an article of clothing for each following person named. The clothing was then donated to DeNeuville Learning Center, which provides educational programs and support to adult female students with limited resources.

This year's awards program also included a new aspect to the program: 5 Women to Watch selected by the Memphis Business Journal Editorial Board. The 2016 Women to Watch are:

  • Jen Andrews, Shelby Farms Conservancy Park
  • Elizabeth Cawein, Signal Flow PR
  • Brit Fitzpatrick, MentorMe and Geeked Memphis
  • Tami Sawyer, Teach for America
  • Holly Whitfield, I love Memphis/MCVB

CBIZ MHM Memphis would like to congratulate the 2016 Class of Super Women in Business and the 5 Women to Watch on their incredible achievements in the Memphis professional community.

If you would like further information regarding the involvement of CBIZ Women's Advantage in Memphis, please contact Linda Lauer at llauer@cbiz.com or 901.685.5575.