Recent Interviews and Speeches - Allan D. Koltin, CPA

Allan's expertise is widely sought-after by publications writing about the accounting profession, organizations looking for keynote speakers, and professional services firms looking for a partner to help them meet challenges and identify new opportunities. View his recent activity below.

2017

Article/Speech Title Publication/Conference Date
"Koltin Speaks on Partner Compensation and Leadership Skills of Highest Performing Partners" AICPA Emerging Leaders Conference July 31
"Koltin Address CEO’s/COO’s of Top 100 Firms on Succession" AICPA Major Firm Conference July 20
"Too Many CPAs Are Too Busy to Think Long-Term About Careers" NYSSCPA’s NextGen Conference July 24
"Carr Riggs &Ingram Expands in Atlanta" Inside Public Accounting July 18
"Carr Riggs & Ingram Merges in AGH" Accounting Today July 17
"Carr Riggs & Incram Acquires Atlanta Accounting Firm AGH" CPA Practice Advisor July 17
"Koltin Speaks on the Opportunities and Obstacles of Firm Growth" BDO Alliance Meeting June 21
"Koltin Speaks on Partner Compensation and Firm Governance" AICPA ENGAGE Conference June 13
"Warren Hennagin Merges Construction Accounting Practice into Marcum" California Construction News June 9
"Marcum Merges in Warren Hennagin’s Construction Practice" Inside Public Accounting June 6
"Top 50 California CPA Firm Acquired by CLA" CPA Practice Advisor June 5
"Warren Hennagin Merges Construction Accounting Practice into Marcum" CPA Practice Advisor June 5
"Marcum Merges in Hennagin" Accounting Today June 5
"CLA Merges in Southern California Firm" Inside Public Accounting June 5
"Apple Growth Ambitious Plan is on Track" Crain’s Cleveland Business June 4
"CLA Adds Vicenti Lloyd Stutzman" Accounting Today June 1
"Koltin Delivers Keynote on the State of the Accounting Profession and Best    Practices in Financial Services" National Life CPA Symposium June 1
"13 Wining Ways for CPA Firms" Rosenberg Associates Publication May 31
"Accountants Want Substantially More Revenue from Advisory Services" SageWorks May 23
"Koltin Delivers Keynote on Industry Best Practices and Leadership Succession" NEXIA International Leadership Conference May 19
"Quest for Growth Begins at Home" Accounting Today May 11
"Withum Adds IT Consulting Firm, Portal Solutions" Inside Public Accounting May 4
"Withum Acquires Technology Consulting Firm Portal Solutions" CPA Practice Advisor May 2
"Withum Mergers in Portal Solutions" Accounting Today May 2
"Maryland IT Consultants Become Part of Withum Practice" New Jersey Business May 2
"What’s Ahead for the CPA Profession?" Illinois CPA Society Insight Magazine May 2017
"Koltin Delivers Keynote Address at Moore Stephens Europe Conference in Edinburgh, Scotland Moore Stephens Europe Conference April 27-28
"Big 4 Grow Revenue, but Other Top 10 Firms Grew Faster" Public Accounting Report April 2017
"Winding River Consulting Adds More Dates for MP Bootcamp" Accounting Today March 14
"Atlanta Accounting Firm BNKJ Joins Carr Riggs & Ingram" CPA Practice Advisor March 1
"Carr Riggs & Ingram Merges Atlanta Firm BNKJ" Inside Public Accounting March 1
"CRI Merges in BNKJ" Accounting Today March 1
"Doug Sleeter Inducted into Accounting Hall of Fame" CPA Practice Advisor February 28
"Carr Riggs & Ingram Acquires Florida-based Proctor Crook" CPA Practice Advisor February 23
"Carr Riggs & Ingram Expands to West Palm Beach" Inside Public Accounting February 22
"Carr Riggs & Ingram Merges in South Florida Firm" Accounting Today February 21
"Milwaukee-Based Wipfli Combines with Horwich Coleman Levin" Public Accounting Report February 17
"Lutz and McDermott & Miller Join Forces" Inside Public Accounting February 3
"Horwich Coleman Levin Joins Wipfli" Inside Public Accounting February 3
"Lutz to Merge in McDermott Miller" Accounting Today February 3
"Nebraska Accounting Firm Lutz Acquires McDermott Miller" CPA Practice Advisor February 3
"Wipfli Merges in Horwich Coleman Levin" Accounting Today February 1
"Wipfli Acquires Another Chicago Firm" Biz Times Milwaukee February 1
"Wipfli Adds Another Chicago Market Accounting Firm" Milwaukee Journal Sentinel February 1
"Accounting Firm Horwich Coleman Levin, LLC Joins Wipfli LLP" CPA Practice Advisor February 1
"Overheard at the 2017 Winning Is Everything Conference" Inside Public Accounting February 2017
"Koltin Moderates CEO Panel at Winning Is Everything Conference" The Advisory Board January 25
"Koltin Facilitates Session on M&A at Winning Is Everything Conference" The Advisory Board January 24
"Sikich LLP Opens New Akron Office" Crain’s Cleveland Business January 20
"Accounting Leaders Will Meet to Discuss and Shape Future Trends" CPA Practice Advisor January 11
"A Look Back at 2016" Levenfeld Pearlstein Video Series January 10
"Milwaukee Accounting Firm Digs Deeper in Chicago" Crain’s Chicago Business January 4, 2017
"Does Your Firm Have Curb Appeal" Illinois CPA Society "Insight" Winter 2016-2017
 

2016

Article/Speech Title Publication/Conference Date
"Consultants Advise Firms on Success for 2017" Public Accounting Report December 2016
"BKD Snaps up $14.5M Telecom Niche Firm" Public Accounting Report December 2016
"Insights from IPA’s Most Recommended Consultants" Inside Public Accounting December 2016
"Accounting Firm GALLINA to Join CliftonLarsonAllen" CPA Practice Advisor November 30
"GALLINA to Become CLA in January" Inside Public Accounting November 29
"Cultivating an Accountable Office" Legal Management November 29
"GALLINA to Join CliftonLarsonAllen" Accounting Today November 28
"Accounting Firm BKD Acquires Kiesling" CPA Practice Advisor November 28
"BKD Merges in Midwest Firm Kiesling" Accounting Today November 28
"Kiesling Associates to Join BKD" Inside Public Accounting November 28
"What Services Are Driving Accounting Industry Growth?" Accounting Today November 11
"Koltin Delivers Keynote on Accounting Industry at SYNERGY 2016" Thomson Reuters Conference November 5
"Highest Performing Firms Embrace War, Chaos" Accounting Today November 4
"What Services Are Driving Accounting Industry Growth?" SageWorks November 3
"Baldwin CPAs Announces Merger with Lexington, KY-based Humphrey & Co." Public Accounting Report November 2016
"Shamis Is Transitioning from BDO to Bootcamps" Crain’s Cleveland Business October 30
"Ohio Market, Established Through SS&G Acquisition, Helps Drive BDO’s Fast Growth" Crain’s Cleveland Business October 30
"Baldwin CPAs to Merge Humphrey & Company" Lane Report October 27
"Accountability, Equity, Compensation are Concerns of CPA Firms" CPA Trendlines October 25
"Gary Shamis Starts New Consulting Firm" Accounting Today October 19
"Baldwin CPAs to Merge in Humphrey & Company" Accounting Today October 17
"Baldwin CPAs to Merge in Humphrey & Company" Inside Public Accounting October 17
"The Top 10 People in Public Accounting" Accounting Today October 4
"Koltin Named Most Recommended Consultant" Inside Public Accounting October 3
"Regions Accounting Space Gets a Makeover" Crain’s Cleveland Business October 1
"Baldwin CPAs to Merge in Humphrey & Company" Public Accounting Report October 2016
"Koltin Keynote Speaker at CPAmerica International Conference Minneapolis September 20-21
"A Growing Trend in Succession Strategy" CPA Practice Advisor September 29
"Accounting Firm M&A – A Growing Trend in Succession Strategy" Thomson Reuters September 27
"What Top Figures in the Accounting Field Are Worrying About Now" Accounting Today September 26
"Accountants are Worried About the Future" GoingConcern.com September 26
"Industry Leaders Comment – Plenty on Their Minds" Accounting Today September 24
"What’s Keeping Your Firm from Providing Advisory Services" SageWorks September 14
"Koltin Named to Accounting Today Top 100 Most Influential List" Accounting Today September 2016
"Wipfli to Merge in Weltman Bernfield" Accounting Today August 22
"Wipfli to Acquire Weltman Bernfield" Biz Times Milwaukee August 22
"Two Alabama Firms to Merge in 2017" Inside Public Accounting August 22
"Wipfli to Acquire Weltman Bernfield" Milwaukee Journal Sentinel August 22
"Wipfli to Acquire Chicago-based Weltman Bernfield" CPA Practice Advisor August 22
"Barfield Murphy to Merge in Himmelwright Huguley" Accounting Today August 18
"Citrin Cooperman Merges in Kirkland Albrecht & Fredrickson" Accounting Today August 1
"Boston-Area Firm Joins Citrin Cooperman" Inside Public Accounting August 1
"Citrin Cooperman Acquires KAF Accounting Group" CPA Practice Advisor August 1
"Sikich LLP Elects Non-CPA to Lead Firm" Public Accounting Report July 2016
"Large Accounting Firms Moving into Pittsburgh, More Expected" Pittsburgh Business Times June 29
"Thomson Kessler Wiest & Borquist to Merge with Perkins & Company" Inside Public Accounting June 14
"Back to the Future: 30 Years of Change in the Profession" CPA Trendlines June 12
"Marcum Builds Bay Area Presence Through Merger" San Francisco Business Times June 11
"Firms Need to Re-Think Partner Roles and Compensation" Accounting Today June 10
"Perkins & Company to Merge in Thompson Kessler Wiest & Borquist" Accounting Today June 10
"Marcum Taps Allan Koltin for Mergers in San Francisco and Chicago" Long Island Business News June 10
"Don’t Address Partner Compensation Before You Get the Firm Right" Rita Keller Blog June 9
"Koltin Speaks on Current Trends in Partner Compensation" AICPA Practitioners Symposium June 7
"Warren Averett Merges with Hutto & Carver" Pensacola News Journal June 4
"Koltin Delivers Keynote on How Accounting Firms are Becoming Successful Wealth Managers" National Life June 2
"Koltin Address GGI World Leaders on How to Facilitate a Partner and Leadership Retreat" GGI International Conference June 2
"California Firm Lautze Merges with Marcum" CPA Practice Advisor June 1
"Flashback to 1988: Comparing Accounting Firm Standards, Then & Now" CPA Practice Advisor June 1
"Marcum Merges in San Francisco-Based Lautze" Accounting Today June 1
"Sage Work Publishes Firm Strategies Book" Sage Works May 31
"Back to the Future: A Look Back Over Three Decades of Accounting Trends" Accounting Today May 25
"Fresh Perspectives and Trends in Accounting" Accounting Today May 25
"E-Book Helps Accountants Reach the Next Level" CPA Practice Advisor May 3
"The Advisory Board Names Tim Christen Winner of the 'Hall of Fame Award'" CPA Practice Advisor April 8
"Trends from the CPA Profession's Premiere Think Tank" The Rosenberg Associates Newsletter March 29
"Great Insights from Allan Koltin on the Value of Leadership" Rita Keller's Blog March 9
"On the Phone with My Good Friend Allan Koltin" Thoughts of the Week -- Marcum March 4
"CPA Practice Advisor Accounting Hall of Fame Inducts Koltin" Inside Public Accounting February 19
"Allan Koltin Selected as One of Industry's Top 25 Thought Leaders" CPA Practice Advisor February 17
"Allan Koltin Inducted into Accounting Hall of Fame" CPA Practice Advisor February 17
"Accounting Thought Leaders Tackle Firm Challenges at Symposium" CPA Practice Advisor February 17
"Bruner Cox LLP Joins CLA" Inside Public Accounting February 4
"CliftonLarsonAllen Merges in Bruner Cox" Accounting Today February 3
"State of the M&A Market" Accounting Today February 3
Bruner Cox LLP of Canton to Merge with CliftonLarsonAllen" Crain's Cleveland Business February 3
"Overheard at the Winning Is Everything Conference" Inside Public Accounting February 2016
"State of the M&A Market: The Deals Just Keep Coming" Accounting Today February 2016
"CEO Panel -- Firm Leaders Share Lessons and Strategies" Winning Is Everything 2016 January 22
"CPA Firm Heads Looking For the Right M&A Candidates" Accounting Today -- WIE Conference January 22
"Koltin Delivers Keynote Presentation on State of the Industry" Winning Is Everything 2016 January 21
"BDO Merges in Feeley & Driscoll" Accounting Today January 19
"BDO Acquires Boston Accounting Firm Feeley & Driscoll" CPA Practice Management Advisor January 15
"Best Practices of Successful Firms -- State of the Accounting Industry Update" Minneapolis Large Firm Leadership Roundtable January 13
"Steinberg Advisors Joins Wipfli Accounting Network" CPA Practice Advisor January 6
"Milwaukee Accounting Firm Snaps up Chicago Area Shop" Crain's Chicago Business January 5
"Wipfli Adds Steinberg Advisors" Accounting Today January 4
"Brand Building Tips for Small Firms and Sole Practitioners" Journal of Accountancy January 2016
 

2015

Article/Speech Title Publication/Conference Date
"Measuring the Marketers' Performance" AAM Growth Strategies Newsletter Winter 2015-2016
"Baldwin CPA Merges with Anderson Bryant Lasky & Winslow" The Lane Report December 18
"Industry Niche Focus Drives Wipfli Success" Public Accounting Report December 15
"Armanino Acquires Southern California Accounting Firm LCMT" CPA Practice Advisor December 13
"Merger has Added to Bober Markey Fedorovich's NEO Growth Plan" Crain's Cleveland Business November 29
"Talent Wars go From White Gloves to Boxing Gloves" CPA Trendlines November 29
"CPA Associates International Names Michael Parness President" CPA Practice Advisor November 18
"Koltin Speaks on Innovation at BDO Partners Meeting" BDO Partners Meeting November 17
"BDO and CEA Merge, Expanding BDO's San Diego Presence" Inside Public Accounting November 17
"BDO Acquires California Accounting Firm CEA, LLP" CPA Practice Advisor November 13
"BDO USA Merges in CEA" Accounting Today November 13
"Koltin Speaks to National Life Group on State of the Profession" National Life CPA Symposium November 12
"Marcum Merges with Frost" Public Accounting Report November 10
"CLA and KFMR Enter into Merger" Inside Public Accounting November 9
"Marcum and Frost Agree to Merge" Inside Public Accounting November 9
"Accounting Firm KFMR Joins CLA" CPA Practice Advisor November 3
"Marcum Acquires Chicago Accounting Firm Frost Rutenberg" CPA Practice Advisor November 3
"Nation's 10th Biggest Accounting Firm Buys Pittsburgh CPA Firm" Pittsburgh Business Times November 2
"CLA Merges in KFMR" Accounting Today November 2
"Marcum Reaches into Midwest with Frost Merger" Accounting Today November 2
"New York Accounting Firm Buys Local CPA Firm" Crain's Chicago Business November 2
"How to Win the Game of Talent" Journal of Accountancy October 2015
"Koltin Named One of Top 10 Consultants to Accounting Profession" Inside Public Accounting September 28
"BlumShapiro Selects Kask as New MP" Inside Public Accounting September 22
"BlumShapiro Picks New Managing Partner" Accounting Today September 21
"Citrin Cooperman Merges with Regardi Brooks & Lewis" Public Accounting Report September 15
"Koltin Addresses Wealth Management and Financial Planning as a Growth Service for CPA Firms" National Life CPA Symposium September 9
"Koltin Selected as One of Top 10 Influencers to Accounting Profession" Accounting Today September 9
"Koltin Selected as One of Accounting Today's 100 Most Influential for 16th Straight Year" Accounting Today September 4
"Koltin Names as Professions 100 Most Influential for 16th Straight Year" Accounting Today September 3
"CitrinCooperman Expands to Washington, DC Region" Inside Public Accounting September 2
"Baker Tilly Buys into Pennsylvania, Again" Crain's Chicago Business August 27
"CitrinCooperman Merges with Regardie Brooks & Lewis" CPA Practice Advisor August 26
"Industry Trend Spotting with Allan Koltin" The Rosenberg Associates August 25
"CitrinCooperman Merges in Regardie Brooks & Lewis" Accounting Today August 25
"Chicago Firm FGMK Joins TIAG" CPA Practice Advisor July 29
"CohnReznick Aims for Top 10; Baker Tilly Jumps into Top 15" Public Accounting Report July 2015
"Armanino Plants its Flag in Los Angeles" Public Accounting Report July 2015
"Koltin Delivers Keynote at UHY Advisors National Leadership Conference" UHY Advisors Conference June 23
"Baldwin CPAs Acquire Kentucky Accounting Firm" CPA Practice Advisor June 22
"Baldwin CPAs and Eldridge Jackson and Leedy Merge" Accounting Today June 20
"This is What it Takes to Hire a CPA These Days" Crain's Chicago Business June 20
"Baldwin CPAs Merges with Eldridge Jackson Leedy" Inside Public Accounting June 19
"Accounting Firms Armanino and RBZ Merge" CPA Practice Advisor June 12
“Armanino Joins with Los Angeles Public Accounting Firm RBZ” Market Watch June 11
“Koltin Delivers Keynote to CPAs at National Life Conference” National Life Conference June 4
“CohnReznick Names CEO-Elect” WebCPA May 29
“Leadership Spotlight” Convergence Coaching Website May 21
“BDO to Acquire St. Louis Accounting Firm Stone Carlie” CPA Practice Advisor May 19
“BDO Merging in Stone Carlie to Become $1 Billion Firm” WebCPA May 15
“Stone Carlie Bought by BDO USA” St. Louis Business Journal May 15
“Koltin Addresses University of Illinois – Chicago Accounting Club on “Success After College” U of I Chicago Accounting Club April 23
“Koltin Speaks on State of the Industry to Firm Leaders” New York State Society of CPAs March 23
“The Seven Key Questions When Thinking About an Accounting Firm Merger” Accounting Web February 26
“Overheard at the 2015 Winning Is Everything Conference” Inside Public Accounting February 3
“The 15 Absolutes of CPA Firm Growth” Winning Is Everything Conference January 29
“Buyers and Mergers of Equals Panel” Winning Is Everything Conference January 29
“Sellers and Mergers of Equals Panel” Winning Is Everything Conference January 29
“Troy Waugh Inducted into The Advisory Board Hall of Fame” CPA Practice Advisor.com January 29
“Accounting Firm Wipfli Expanding Across U.S.” Milwaukee Journal Sentinel January 17
“Wipfli Welcomes GHG” Inside Public Accounting January 8
“Merger Season Continues as Wipfli Adds Two Accounting Firms” CPA Practice Advisor January 7
“Wipfli Acquires Two Firms in Philly and Montana” Accounting Today January 1, 2015
“Our Annual Roundtable of Experts Look at the M&A Landscape in Accounting” Accounting Today January 1, 2015
“What Can Firms do to be Most Successful in 2015?” Public Accounting Report January 2015
 

2014

Article/Speech Title Publication/Conference Date
"Eide Bailly Acquires Nevada Firm of Kafoury Armstrong" CPA Practice Advisor December 5
"Eide Bailly Expands in Nevada" Accounting Today December 2
"McGladrey Enjoys Return on It's Investment" Public Accounting Report December 2014
"BDO Tops $1 Billion with Major Deals in Ohio and Texas" Public Accounting Report December 2014
"M&A Watch" Accounting Today December 2014
"Experts and Fellow Practitioners Give Insight into 2015" Accounting Today December 2014
"Eide Bailly Expands in Nevada" Accounting Today December 2014
"IPA's Most Recommended Consultants Share Advice" Inside Public Accounting December 2014
"Two High Profile Acquisitions – SS&G and UHY's Texas Practice – Push Growth-Minded BDO Above the $1 Billion Mark" Inside Public Accounting December 2014
"Creating a Course for the Future – Talent Acquisition and Succession Planning" Wolters Kluwer, CCH November 27
"BDO to Acquire UHY's Texas Practice" Accounting Today November 19
"BDO Expanding Again, This Time in Texas" Crain's Chicago Business November 18
"Michigan Accounting Firms Merge" CPA Practice Advisor November 18
"Acquisition of UHY Advisors Increases BDO's Reach in Texas" CPA Practice Advisor November 18
"Koltin Speaks at National Conference on How CPA Firms are Successfully Integrating Financial Services into Their Practices" National Life Conference November 6
"IPA 100 Firm, SS&G Acquired by BDO USA" Inside Public Accounting November 6
"BDO Enters Ohio with Addition of SS&G" Crain's Chicago Business November 6
"National Accounting Firm BDO Expands Ohio Presence in Merger with Cleveland-based SS&G" Crain's Cleveland Business November 5
"BDO Expands in the Midwest with SS&G" Accounting Today November 5
"Mengel Metzger Barr Bulks Up with Merger" Accounting Today October 31
"Bober Markey Accounting Firm Makes a Significant Cleveland Addition" Crain's Cleveland Business October 26
"Arnett Foster Toothman and Carbis Walker Agree to Merge" Accounting Today October 24
"Koltin Addresses BDO Alliance Southeast Group on Traits of Great Firms and Great Leaders" BDO Alliance Southeast Group Meeting October 23
"Koltin Speaks in Barcelona to NEXIA Worldwide Leaders on Strategies for the Future" NEXIA International Conference October 17
"Arnett Foster Toothman and Carbis Walker Agree to Merge" WebCPA October 24
"McGladrey Acquires Battelle Rippe" Accounting Today October 2014
"10 Issues that are Keeping Accountants up at Night" Accounting Today October 2014
"Is BTVK Marching Toward the Billion Dollar Threshold?" Public Accounting Report October 2014
"Koltin Named to IPA Most Recommended Consultants List" Inside Public Accounting October 2014
"The Road to Thought Leadership" Growth Strategies (AAM) Fall 2014
"BKD and Wolf & Company to Merge" Accounting Today September 29
"Strategies for Growing the Firm other than Organically" Boomer Consulting Webinar September 19
"McGladrey Acquires Battelle Rippe Kingston" Accounting Today September 16
"McGladrey Acquires Battelle Rippe Kingston" CPA Practice Advisor September 15
"Koltin Named to Most Influential in Accounting Industry for 15th Straight Year" Accounting Today September 14
"The Biggest Issues Facing the Profession" Accounting Today September 1
"Advice for Young Accountants" Accounting Today September 1
"All Things Being Equal" Illinois CPA Society Magazine Summer 2014
"Unlocking the Secret to High Growth through Technically" Wolters Kluwer CCH August 16
"New Crowe Horwath CEO is used to Putting up Numbers" Crain's Chicago Business July 16
"What's in Your Partnership Agreement?" Accounting Today July 1
"All Things Being Equal" Illinois CPA Society Insight Magazine Summer 2014
"GALLINA on Shopping Spree in Western U.S." Sacramento Bee June 28
"GALLINA Acquires Mellon Johnson Reardon" Modesto Bee June 28
"GALLINA LLP to Acquire Mellon Johnson Reardon" Accounting Today June 26
"Baker Tilly Mulls Accounting Merger That Could Lead to More Big Deals" Crain's Chicago Business June 24
"Common Success Characteristics of High Performing Partners" AICPA Emerging Leader Conference June 23
"Current Trends in Partner Compensation" AICPA Emerging Leader Conference June 23
"TIAG Adds Another Top 100 U.S. Accounting Firm" Insurance News June 18
"Koltin Addresses Biggest Challenges of Managing Partners Relative to Growth, Profitability, Compensation, Talent and Succession Planning" The Leading Edge Alliance Managing Partner Conference June 11
“Ohio-Based Accounting Firm Joins TIAG" CPA Practice Advisor June 11
“Koltin Consulting Group Selected as Top 40 Retained Search Firm" Executive Search Review May 23
“Recognizing the Value of Next Generation Cost Segregation Studies" Accounting Today May 14
"Koltin Answers What Truly Makes for Great Firms, Great Partners and Great Leaders" TIAG International Conference May 6
"Koltin Delivers Keynote on Best Practices at TIAG Conference" CPA Practice Advisor May 6
"What is Your IT Strategy?" Accounting Today April 1
"Judge Gives Anchin a Retrial in Patricia Cornwell Lawsuit" Accounting Today March 27
"Rothstein Kass and KPMG Merger Chitchat" Accounting Today March 7
"How Effective is Your Firm's Mentoring Program" CPA Practice Management Forum March 2014
"Koltin Named One of Top 25 Thought Leaders in the Profession" CPA Practice Advisor February 18
"CBIZ Acquires Lewis Birch & Ricardo" Accounting Today February 3
"Koltin Discusses the Ten Plagues of CPA Firm Greatness" Winning Is Everything Conference January 16
"Koltin Discusses Current Trends in Mergers and Acquisitions" Winning Is Everything Conference January 16
"The Bean Counter's Interview with Allan Koltin" The Bean Counter Podcast January 3
"The State of M&A – 2014" Accounting Today January 1
"The Ten Plagues of CPA Firm Greatness" CPA Practice Management Forum January 2014
 

2013

Article/Speech Title Publication/Conference Date
"Year-End Partner Compensation Discussion – Slicing the Pie" Accounting Web.com December 30
"BDO Snaps up Alpern Rosenthal" Accounting Today December 12
"Industry Leader, Koltin, Share Advice for 2014" Inside Public Accounting December 2013
"Expert Spotlight: Koltin on Succession Planning and M&A" CCH Conference White Paper October 28
"What Truly Makes for Great Firms, Great Partners and Great Leaders" HLB International Conference October 25
"Best Practices of Accounting Firms and What Makes Them Successful" AGN International Conference October 24
"Accounting M&A Deals are Adding Up" Crain's Cleveland Business October 20
"TIAG Adds Another U.S. Top 100 Firm – Gallina LLP" PR Web September 27
"Graying of Accounting Firms Leads to Mergers" Crain's New York Business September 29
"Koltin Named as One of Industry’s Most Recommended Consultants for Tenth Straight Year" Inside Public Accounting September 23
"Carr Riggs & Ingram adds Houston Location with Gainer Donnelly Merger" Inside Public Accounting September 20
"CRI Merges with Gainer Donnelly" Accounting Today September 19
"State of the Accounting Industry" NYSSCPA Large Firm Conference September 16
"Koltin Goes Back to the Basics with Selling Professional Services" Public Accounting Report September 2013
"Koltin Named to Accounting Today 100 Most Influential for Fourteenth Straight Year" Accounting Today September 2013
"Goal Setting – The Best Kept Secret of the Top Three Percent Performers" CPA Practice Management Forum September 2013
"Current Trends in the Profession – Best Practices of High Performing Firms and Partners" Midwest Accounting Show August 27
"Top 50 US Accounting Firm Joins International Firm Alliance" CPA Practice Advisor August 1
"Top 50 US Accounting Firm Joins TIAG" Newsday July 31
"State of the Accounting Industry – Opportunities and Trends" CBIZ/MHM Conference July 11
"In 'Merger-Prone' Accounting Industry He is the One to Know" DealMaker Alert July 10
"The Most Interesting Man in the Accounting World" Going Concern July 8
"Mind the Profit Gap When it Comes to Partner Compensation" Accounting Today July 8
"Tips for Productive Partner Retreats" Accounting Web July 8
The Linchpin of Accounting: Matchmaker Koltin Knows Everyone in the Business" Crain's Chicago Business July 8
"The Most Interesting Man in Accounting" Ishade July 8
"Building a Strong Partner Compensation System" Accounting Today July 2013
"Firm of the Future – Snapshot of Tomorrow" Accounting Today July 2013
"How Firms Can go From Great to Good" CPA Practice Management Forum July 2013
"How to Facilitate a Leadership/Partner Retreat" AICPA Practitioners Conference June 11
"Current Trends in Partner Compensation" AICPA Practitioners Conference June 11
"The Ten C's of Great Leaders" New England Institute of Chartered Accountants June 2013
"New Top 150 Firm Emerges on the West Coast" Public Accounting Report June 2013
"The Leadership Cycle: The Ten C's of Great Leaders" Journal of Accountancy June 2013
"Peterson Sullivan and Clothier & Head to Merge" Accounting Today May 29
"Peterson Sullivan and Clothier & Head to Merge" Inside Public Accounting May 28
"Baker Tilly Virchow Krause Takes the Long Road to the Big Apple" Public Accounting Report May 2013
"Back to the Basics: Selling Professional Accounting Services" CPA Practice Management Forum May 2013
"Accounting Firms Merge" Newsday April 25
"Baker Tilly Merges with New York Accounting Firm" CPA Practice Advisor April 24
"Two IPA 100 Join Forces" Inside Public Accounting April 24
"Baker Tilly and Holtz Rubenstein to Merge" Accounting Today April 24
"KPMG Scrambles to Control Damage of Insider Trading Scandal" LA Times April 13
"Accounting Firm Mergers" CPA Practice Management Forum March 2013
"Mass Consolidations in Works for Houston Accounting Firms" Houston Business Journal February 8 – 14
"Lock Down Superstars with Above Market Compensation" Public Accounting Report February 2013
"Koltin Provides Update on State of the Industry" Winning Is Everything Conference January 16
"Warren Averett and Pender Newkirk Merge" Accounting Today January 9
"Blum Shapiro Expands in New England" Web CPA January 8
"Blum Shapiro Acquires Providence Firm" Inside Public Accounting January 8
"Warren Averett Sweeps the Southeast with Two Mergers" Inside Public Accounting January 8
"Koltin Addresses Major Firms Group on Industry Issues" AICPA Major Firm Group January 7
"Mergers Boost SS&G Profile in Windy City" Crain's Cleveland Business January 7
"Accounting Firms Roll Through Expected Wave of M&A Activity" Houston Business Journal January 4
"The Changing Face of M&A" Accounting Today January 1
"Warren Averett Doubles Down with Combinations in Atlanta and Tampa" Public Accounting Report January 2013
"Coaching to Affect Change and Develop Talent" CPA Practice Management Forum January 2013
 

2012

Article/Speech Title Publication/Conference Date
Ten Steps to Navigating Mergers Illinois CPA Society Magazine Winter 2012
Ten Helpful Steps for Navigating CPA Firm Mergers Insight Magazine Winter 2012
Richter and SBLR Pair Up Accounting Today December 11
Building Kirkland & Ellis' Law Firm Business Crain's Chicago Business December 3
Koltin on How CPA Firms are Starting to Grow Again Accounting Today November 15
Growth Begins at Home Accounting Today November 1
CPA Firm Merger Frenzy Among Top 200 Firms Inside Public Accounting November 2012
Most Recommended Consultants Share Predictions for 2013 Inside Public Accounting November 2012
Best Practices of High Performing Accounting Firms Accounting Today Conference October 30
BDO Adds Major Philadelphia Firm, Asher Accounting Today October 24
HSMC & Orizon Complete Merger Accounting Today October 19
BDO Brings Argy On Board Accounting Today October 10
Koltin Named One of Most Influential in Accounting Industry The Bottom Line October 2
Gainer Donnelly and Briggs & Veselka Discontinue Merger Discussions Inside Public Accounting October 2
Projections for CPA Profession for 2013 Rosenberg Survey October 2012
BDO Welcomes New Deal, New CEO Public Accounting Report October 2012
Briggs & Veselka and Gainer Donnelly Walked Away From Merger Talks Houston Business Journal September 25
Koltin Named to Most Recommended Consultant List Inside Public Accounting September 14
Yeo & Yeo Acquire Detroit Metro-Area Firm Inside Public Accounting September 18
Koltin Named to Accounting Today "100 Most Influential" for 13th Straight Year Accounting Today September 10
Legal Community Braces for Huge Turnover in Legal Population ABA Journal August 24
Mayer Steps Down as CEO at BPM Accounting Today August 14
BK-PM Deal Symbolizes Evolution of Competitive Landscape in Chicgao Public Accounting Report August 2012
Industry Pressure Drives Accounting Firm Consolidation Washington Business Journal July 20
Koltin Predicts Baker Tilly Will Win Lawsuit Crain's Chicago Business July 18
Plante Moran to Merge In Blackman Kallick Accounting Today June 26
Blackman Kallick to Merge with Plante Moran Crains Chicago Business June 26
How CPA Firms are Growing Their Financial Services Practices National Life June 26
Trends in Partner Compensation and High Performing Partners AICPA Emerging Leaders Conf. June 25
Recruiting Lateral Talent to Grow Your Firm Leading Edge Alliance June 12
Trends in M&A AICPA PCPS Conference June 11
Firm Leadership and Governance AICPA PCPS Conference June 11
Current Trends in the Accounting Profession National Life June 5
JH Cohn and Reznick Combine Forces Public Accounting Report June 2012
Len Weitz of Mann Weitz & Associates Dies Accounting Today May 30
JH Cohn and Reznick Group to Merge Accounting Today May 22
IPA 100 Firms Combine Forces INSIDE Public Accounting May 22
State of the Accounting Profession DFK International Conference May 17
Current Trends in the Accounting Profession BDO Seidman Alliance May 9
Why B Students Make Great Partners CPA Practice Management Forum May 2012
Behind the Merger Scene INSIDE Public Accounting May 2012
Strategies for Growth INSIDE Public Accounting May 2012
Current Trends in M&A Eide Bailly Conference April 27
Whitley Penn Mergers In Null Lairson Accounting Today April 20
Ernst & Young Names New Midwest Chief Crain's Chicago Business April 9
Huron Consulting Lives to Survive Crain's Chicago Business April 9
Five Areas Every Firm Should Excel in to be Competitive Today Accounting Today April 1
Koltin Addresses Large-Firm Managing Partners of New York CPA Society WebCPA March 27
BDO USA Elects Wayne Berson as New CEO WebCPA March 26
Koltin's Thoughts and Observations on the Profession Eyeshade March 20
Accountants Have Evolved Into Business Advisors New Mexico Business Weekly March 2
Yet Another Merger That Just Wasn't Meant to Be INSIDE Public Accounting March 2012
Best Practices on Succession Planning CPA Practice Management Forum March 2012
The Marriage is Over…Before It Began INSIDE Public Accounting February 10
BPM and Windes Call Off Merger Accounting Today February 10
Beyond the Numbers – The South Florida Phenomenon The Miami Herald February 6
Overheard at the 2012 Winning Is Everything Conference INSIDE Public Accounting February 2012
Three-Way Merger Creates a Southeast Firm Among the Top 50 INSIDE Public Accounting February 2012
Koltin Named One of Top Thought Leaders in the Profession CPA Practice Advisor January 29
Koltin Named as One of Professions Top 25 Thought Leaders CPA Trendlines January 28
Koltin Named One of 25 Top Thought Leaders in Profession The Summa January 28
Southeast Merger Creates New Top 35 Firm INSIDE Public Accounting January 23
Koltin Sees Better Times Ahead for Accounting Profession – the Worst is Over Winning Is Everything Conference January 19
Koltin Named One of Top 25 Thought Leaders for 2012 CPA Practice Advisor January 19
Former NFL QB Says Accountants Should go for 10 Accounting Today January 19
Advisory Board Roundtable Addresses Top Concerns Accounting Today January 19
Firm MPs: Merge with Caution Accounting Today January 19
SS&G's Lead Dog to Exit after 27-Year Run Crain's Cleveland Business January 16
Warren Averett to Merge in Wilson Price and O'Sullivan Creel WebCPA January 10
Three Southeast Firms Join Forces to Create a Top 5 Southeast Powerhouse INSIDE Public Accounting January 9
Firm M&A is Expected to Boom Even More in 2012 Accounting Today January 4
Marcum Expands in Boston by Acquiring RF&L Accounting Today January 4
Everyone, Grab Your Partners - Firm M&A is Expected to Boom Even More in 2012 WebCPA January 1
New Southeastern Giant Awakens as Three Firms Merge into One Public Accounting Report January 2012
Koltin to Speak at Symposium on Profession's Top Thought Leaders CPA Practice Advisor January 2012
Koltin Offers Insights on Partner Compensation CPA Leadership Report January 2012
Strategies for Growth: The Triangle Offense CPA Practice Management Forum January 2012
 

2011

Article/Speech Title Publication/Conference Date
The Elephant in the Room – Succession a Top Priority for CPA Firms Insight Winter 2011
Entering an Era of Mergers: Clifton Gunderson Example of National Trend Milwaukee Business Journal December 23
Building Deeper Relationships and Expanding Services to Existing Clients Thomson Reuters Webinar November 29
Clifton Gunderson, LarsonAllen Merger Creates New Top 10 Super-Regional Public Accounting Report November 22
Keep an Eye out for California Merger Quakes Public Accounting Report November 22
Merger Frenzy Likely to Continue Hartford Business Journal November 20
Accountants Roles Expand Beyond Numbers Crain's Cleveland Business November 8
Firms Set Torrid Pace in 2011 M&A Accounting News Report November 6
Business Resurging for Accounting Firms Thomson Reuters Users Conference November 4
Business Resurging for Accounting Firms Accounting Today November 4
Those Needy Clients are Sick of You Not Giving Them Enough Attention Going Concern Memo to CPAs November 4
Big Merger for Two Accounting Firms Minneapolis Star Tribune November 3
Clifton Gunderson and LarsonAllen to Merge WebCPA November 1
Common Characteristics of Successful Partner Compensation Programs CPA Practice Management Forum November 2011
Boulay Heutmaker Merges in Hansen Jergenson Accounting Today October 31
Two Major Mergers Yield California Gold Public Accounting Report October 24
Flat Growth and Mega-Mergers Mark 2011 Top 100 Public Accounting Report October 24
SS&G Expands South; Coasts Next? Crain's Cleveland Business October 9
Creating Visibility for Your Firm and Famous Person Status for Your People Thomson Reuters Webinar October 4
Koltin Named One of Top Consultants in the Industry for the Past Six Years Inside Public Accounting October 2011
Burr Pilger Mayer – Windes in Blockbuster Merger Accounting Today September 30
How Accountants Charge for Major Services New Mexico Business Weekly September 30
Using the Triangle Offense – Growing Organically Through Mergers and Lateral Hires The Advisory Board's "Winning Clients" Conference September 26
Koltin Named to 100 Most Influential for Twelfth Straight Year Accounting Today September 14
Advantages of Becoming Larger Have CPA Firms Considering Acquisitions Memphis Business Journal September 2
Burr Pilger Mayer Merges with Windes Inside Public Accounting September 2011
H&R Block-RSM McGladrey Divorce may be for the Best Kansas City Business Journal August 26
Are Your Firm's Partners as Productive as You Think? Public Accounting Report August 24
H&R Block Sells RSM to McGladrey & Pullen Accounting Today August 23
CBIZ Acquires Memphis-based Thompson Dunavant Inside Public Accounting August 4
CBIZ Acquires Thompson Dunavant Accounting Today August 1
Thompson Dunavant Buyout to Spur Local Growth Memphis Business Journal July 29
CBIZ/Mayer Hoffman McCann to Acquire Thompson Dunavant Accounting Today July 26
Layoff Watch 2011: The Bloodbath is Definitely Over for Accounting Profession Going Concern June 20
Local Businesses Replenish Staffing Levels after Recent Years of Industry Tumult Crain's Cleveland Business June 19
Argy Focuses on Florida Footprint Accounting News Report May 22
Wipfli Opens Chicagoland Office Accounting News Report May 22
When is a Partner Not Produtive? And What to do About It. CPA Practice Management Forum May 2011
New Math at Grant Thornton March 26
WeiserMazars Enters Windy City Market Accounting News Report March 6
Merger Wave Rippling Through, Changing Accounting Field New Mexico Business Weekly March 4
IPA Most Recommended Consultant, Allan Koltin, Rebrands and Sheds Publishing Arm Inside Public Accounting March 2011
McGladrey & Pullen's Scudder Resigns, Led During H&R Block Run-In Kansas City Business Journal February 22
McGladrey & Pullen MP David Scudder Stepping Down Accounting News Report February 21
Firm Partnership Agreements are Too Often Out of Date Accounting Today February 1
Thomson Reuters Acquires PDI Global, Inc. Accounting Today February 1
Dixon Hughes Goodman Emerges from Southeast Mega-Merger Inside Public Accounting February 2011
M&P Seeks New MP after Scudder Resigns Public Accounting Report January 31
Koltin Sells PDI Publishing to Thomson Reuters Solutions for CPA Firm Leaders January 25
2011 Will Present Competitive Litmus for Firms Accounting Today January 24
Thomson Reuters Acquires PDI Publishing Unit Accounting Today January 24
Key Take-aways from Winning Is Everything 2011 CPA Trendlines January 21
Market Demand Continues to Drive Accounting Firm Mergers Through 2011 Public Accounting Report January 15
Windham Brannon Merges in Tarpley & Underwood Accounting Today January 14
Accounting Firm Increase in M&A Activity Forecasted for 2011 MicroCap Blog January 13
Dixon Hughes Merges with Goodman Accounting Today January 11
Meyners Spurned Other Offers Before Clifton Deal New Mexico Business Weekly January 7
Clifton Gunderson Acquires Meyners & Co. Accounting Today January 7
Let's Make a Deal Accounting Today January 5
IPA's Most Recommended Consultants Share Advice on Best Practices Inside Public Accounting January 2011
 

2010

Article/Speech Title Publication/Conference Date
PDI Sells Publishing Arm, Revamps Consulting Branch Public Accounting Report December 15
CBIZ Acquires Kirkland Russ Murphy & Tapp Inside Public Accounting December 2010
Cherry Bekaert Holland Merges in McLeod WebCPA November 29
CBIZ Acquires IPA Best of the Best Firm Inside Public Accounting November 8
Accounting Industry Prepares for Shake Up as M&A Becomes Preferred Growth and Exit Strategy Puget Sound Business Journal November 5 - 11
CBIZ/Mayer Hoffman McCann Acquires "Kirkland Russ Murphy & Tapp WebCPA November 5
Clifton Acquires Farrell & Associates WebCPA November 1
Sikich Fearless M&A Accounting Today Oct 25 – Nov 14
Sikich Follows It's Merger Strategy into New Practice Areas." Accounting Today Oct 25 – Nov 14
Growing Through M&A The American Chronical October 22
Recession Ramps up Pressure in Accounting Industry Crain's Chicago Business October 18
M&A Activity Heats Up as Smaller Firms Look Upstream Crain's Chicago Business October 18
SS&G Expands into Windy City Public Accounting Report October 15
Marcum Goes West Coast, Aims for National Footprint Public Accounting Report October 15
Gallina Merges in Burnett WebCPA October 5
Marcum Merges in Stonefield WebCPA October 4
Marcum Heads West with Acquisition of Stonefield Josephson Inside Public Accounting October 1
Thought Leadership and Best Practices: Partner Compensation CPA Practice Management Forum October 2010
Koltin Discusses Current Trends in the Accounting Profession and Explores Opportunities The Advisory Board Partner Compensation Symposium September 21 & 28
Koltin Shares Advice on Current Trends in Partner Compensation The Advisory Board Partner Compensation Symposium September 20 & 27
More M&A on the Way WebCPA September 13
Growing Through M&A IOMA Partners Report September 10
More M&A on the Way Accounting Today September 10
Koltin Named One of the 10 Most Influential in the Accounting Profession Accounting Today September 10
Managing Director Aims to Expand Accenture's Chicago Footprint" Crain's Chicago Business September 6
Income/Non-Equity Partner Check List Inside Public Accounting September 4
EisnerAmper Launches New Chapter – Two Northeast Powerhouse Firms Inside Public Accounting September 2010
Eisner Mergers with Amper Politziner Mattia WebCPA August 17
Eisner, Amper Merging and Following their Niches Bowman's Accounting Report August 16
Northeast Mega-Merger Creates Top 15 CPA Firm Inside Public Accounting August 11
Eisner and Amper Politziner Reportedly in Merger Talks WebCPA August 10
Larson Allen Merges in LeMaster Daniels WebCPA August 6
Cherry Bekaert Acquires Braver Schimler WebCPA July 26
RSM to Buy Caturano Firm Accounting Today July 19
Mid-Year Review: What Strategy Makes Sense Moving Forward? CPA Practice Management Forum July 2010
Change is the Word for Henry & Horne Public Accounting Report June 30
Beantown M&A Business Busy Public Accounting Report June 30
RSM Strategically Adds Pieces since AMEX Deal Public Accounting Report June 30
Carr Riggs & Ingram Merges with Cooper Grassi WebCPA June 30
McGladrey to Acquire Catarano WebCPA June 28
BDO Seidman Out from Under $521 Million Verdict Bowman's Accounting Report June 25
Koltin Offers Advice on M&A Integration and Best Practices AAA National Practice Mgmt. Conf. June 25
Koltin Shares Strategies on Leadership, Pricing and Improving Performance AAA National Practice Management Conference June 25
M&A Activity Steady, but not Surging Public Accounting Report June 15
Henry & Horne Goes MP2 Public Accounting Report June 15
Anchin Shines as the Largest Single-Office Firm Inside Public Accounting June 10
Clifton Gunderson Merges in Humes & Barrington WebCPA June 4
Humes & Barrington Merges with Milwaukee CPA Firm St. Louis Business Journal June 4
Clifton Gunderson Expands to New Markets WebCPA June 2
Mazars & Weiser Chiefs see International Growth WebCPA May 13
Koltin Discusses Latest Trends in Partner Compensation Moore Stephens North American Conference May 13
Thoughts on Attending the AAM Summit MarketTrends May/June 2010
How CPA Firms can Best Navigate the "New Economic Reality IOMA WebCast May 3
The 10 C's of Great Leaders CPA Practice Management Forum May 2010
State of the Accounting Industry Address BDO Seidman Alliance Conference April 28
State of the Accounting Industry Address TIAG No American Reg. Conference April 22
Current Trends in Mandatory Retirement: How do You Know When it is Time to Leave? CPA Practice Management Forum March 2010
Predictions for 2010 M&A Activity Inside Public Accounting March 2010
Baby Boomer Partners Who Stay Too Long Accounting Tomorrow Blog February 18
RSM McGladrey, McGladrey & Pullen Reveal Details of Agreement Kansas City Business Journal February 15
KPMG's Rohrbaugh Sets Sights on Growth in Chicago Crain's Chicago Business February 8
Overheard at 2010 "Winning Is Everything" Conference Inside Public Accounting February 2010
M&A Update Winning Is Everything Conference January 22
State of the Accounting Profession Winning Is Everything Conference January 21
How Baby Boomer Retirements Impact Up-and-Comers Accounting Today Jan 11 – Feb 14
M&P Partners Finalize RSM/H&R Block Controversy Accounting Today Jan 11 – Feb 14
Put Q&A Before M&A Accounting Today Jan 11 – Feb 14
Succession Planning Looms Even Larger Inside Public Accounting January 2010
Top M&A Trends for 2010 CPA Practice Management Forum January 2010
 

2009

Article/Speech Title Publication/Conference Date
McGladrey & Pullen Partners Vote to Reconcile with Block WebCPA December 11
RSM McGladrey, H&R Block, McGladrey & Pullen Expected to Announce Deal WebCPA December 10
Baker Tilly Virchow Krause to Merge with Beers + Cutler WebCPA November 20
Current Trends and Opportunities in Regarding Partner Compensation CPA Practice Management Forum November 2009
Citrin Cooperman to Merge in Carrow Doyle WebCPA October 29
Firm M&A is Still Hot and Heavy, but Making it Work Remains Tricky Accounting Today Oct. 5-18, 2009
Merge in Haste Repent at Leisure Accounting Today Oct. 5-18, 2009
Predictions for 2009 Regarding Labor Costs, Cost Cutting and Marketing 2009 Rosenberg Survey October 1
McGladrey, RSM Move to Reconciliation Kansas City Business Journal September 25
Koltin Named One of Most Recommended Consultants Inside Public Accounting September 23
LECG to Merge in Smart Accounting Today Sept. 21 Oct. 4
Forums Tackle Accounting Firms Top Issues Accounting Today Sept. 21 Oct. 4
Koltin Named One of Accounting Today's 100 Most Influential for 2009 Accounting Today Sept. 21 Oct. 4
Koltin Named One of Twelve Most Influential in Industry Accounting Today Sept. 21 Oct. 4
Income/Non-Equity Partner Check List Inside Public Accounting September 4
RSM McGladrey/H&R Block Going to Arbitration with McGladrey & Pullen CPA Practice Management Forum September 2009
LECG to Merge with Smart Inside Public Accounting August 19
Marcum and Philadelphia-based Margolis Plan Merger Inside Public Accounting August 19
LECG to Merge with Smart WebCPA August 18
Marcum Merges in Margolis WebCPA August 14
Mega Merger of Accounting Firms Predicted WebCPA August 14
Accounting Firms Cope with Recession Pressures WebCPA August 12
SEC Investigates Huron Consulting WebCPA August 11
Huron Hovers Crain's Chicago Business August 10
Insider E-News Update Inside Public Accounting August 10
Can Hobbled Huron Consulting Survive this Scandal? Crain's Chicago Business August 4
RSM McGladrey: The Sharks are Swimming CPA Trendlines August 3
RSM/McGladrey & Pullen and H&R Block Need to Settle Their Differences Inside Public Accounting August 2009
PR and Beard Miller Merge Public Accounting Report July 31
M&P Decides to Leave, RSM and Block Sue Public Accounting Report July 31
RSM McGladrey, McGladrey & Pullen Set Off Messy Division Kansas City Business Journal July 31
Parente Randolph and Beard Miller Merge WebCPA July 27
McGladrey & Pullen to Divorce Block WebCPA July 21
What Best Practices are Used in Managing a Multi-Office Firm? CPA Practice Management Forum July 2009
Plante Moran Adds to Ohio Footprint Public Accounting Report June 30
Baker Tilly Name Change is Official Public Accounting Report June 30
The Last Word on Mergers and Acquisitions Practical Accountant June 15
Merger & Acquisition Activity from Koltin Rita Keller Blog/Newsletter June 15
Former BDO CEO Indicted for Tax Shelters WebCPA June 10
Grant Thornton Names Nusbaum International CEO Crain's Chicago Business June 3
Most Recommended Consultant Shares Predictions, Trends and Insights for 2009 Inside Public Accounting June 2009
BKD Merges in KBA Public Accounting Report May 31
M&A Experts Offer Up Deal-Making Insights Public Accounting Report May 31
Partner Retreats/Advances* - Is Yours in Sync with the Changing Size and Goals of Your Firm? CPA Practice Management Forum May 2009
Two Top 100 Firms Announce Merger Today Inside Public Accounting May 21
Marcum Mergers with Rachlin WebCPA May 21
BKD Mergers in KBA WebCPA May 21
Allan Koltin on CPA Industry Trends Bowman's Accounting Report May 15
Expert Speaks on Post-Season Staffing Trends Inside Public Accounting May 2009
As Audit Clients Turn Away from Big Four, BDO Rises Crain's Chicago Business April 20
Recession Report: What Should You Expect? Accounting Office/Management Report April 2009
Lateral Partner Hires Provide the Right Prescription for Growth Inside Public Accounting April 2009
Reflection on 2008 and a Look Ahead at 2009 CPA Practice Management Forum March 29
A Prayer for the Not-Quite-Dying CFO Magazine March 1, 2009
CEOs Reflect on Challenges, Best Practices WebCPA January 30
Winning Is Everything Update: Teamwork, M&A, Honors WebCPA January 29
CBIZ and MHM Deal Adds to New England Ops Public Accounting Report January 26
Even Recession Can't Stop the Steady Drumbeat of Firm Mergers Accounting Today January 26
CBIZ to Acquire NYC Mahoney Cohen Accounting Today January 5 - 25
Waning Economy Moves into the New Year Buffalo Business First January 2, 2009
 

2008

Article/Speech Title Publication/Conference Date
Extra Busy in Bad Times Crain's Chicago Business December 22
CBIZ Acquires Tofias WebCPA December 18
CBIZ Acquires Tofias Bowman's Accounting Report December 17
CBIZ/MHN Deal Adds to New England Public Accounting Report December 15
M & A Guru Koltin expects Large Nationals to Resort to Deal Making in 2009 Public Accounting Report December 15
CBIZ Acquires Mahoney Cohen More Mergers Than Ever Expected to be Announced over Next 12 Months Inside Public Accounting December 8
Is Your Firm a Book-of-Business Firm? CPA Practice Management Forum November 2008
CBIZ Acquires Mahoney Cohen WebCPA November 26
Buffett was Client of Accused Deloitte Partner Crain's Chicago Business November 12
M&AGuru Expects Several More Big Deals in Tampa Public Accounting Report September 30
True Partners Look Overseas for Alliances Crain's Chicago Business September 9
Succession Planning is Often Successful Bottom Line September 8
Allan Koltin on Succession Planning and Thought Leadership Bowman's Accounting Report August 18
UHY Advisors Appoint Co-CEOs Web CPA August 5
Blackman Kallick Mourns Fensin Accounting Today July 21
Blackman Kallick Mourns Fensin Web CPA June 19
BKD Merges With Hanke Group Web CPA June 14
Horwath Orenstein Merges with Meyers Norris Penny Web CPA June 14
Two Top 100 CPA Firms Combine to Form Northeast Powerhouse Inside Public Accounting June 2008
JH Cohn Bolsters California Presence Public Accounting Report May 30
Vitale Caturano Co-Founder Resigns Web CPA May 16
BKD Boldly Drives South, Merging Three Firms at Once Bowman's First Alert May 16
Amper Combines with Goldenberg Rosenthal Public Accounting Report May 15
Vitale Caturano Co-Founder Resigns Public Accounting Report May 15
New Jersey Firm's Deal with Philadelphia Firm Raises the Bar Bowman Accounting Report May 9
The Most Powerful Leadership Tool of The Decade: Upward Evaluations CPA Practice Management Forum May 2008
Three Mississippi Firms Combine with BKD WebCPA May 6
Amper Politziner Mergers with Goldenberg Rosenthal WebCPA May 6
Andersen Collapses Crain's Chicago Business March 31
Special Talent Lifts SRR Chicago Sun Times March 23
Auditors Look to Extend Post-SarBox Glow Financial Week March 3
Managing Partner Succession Who Will Your Next Leader Be? CPA Practice Management Forum March 2008
Industry Leader, Koltin, Offers Predictions, Trends and Insights for 2008 Inside Public Accounting March 2008
CH&HAdds to Florida Operations and Peach State Practice Public Accounting Report February 29
Accounting Firms Prepare for Slowdown after Banner 'O7 Boston Business Journal February 22
Firms Change Political Correctness Web CPA February 13
Retirement and Succession Planning are Driving Red-Hot M&A Market Accounting Today January 28
What Does it Take to Have a Successful Strategic Plan? CPA Practice Management Forum January 2008