| Article/Speech Title | Publication/Conference | Date |
|---|---|---|
| "The Top 100 People: Preparing for an Uncertain Future" | Accounting Today | December 23 |
| "Blum Shapiro Team Members to Join CLA, Expanding Opportunity in Northeast" | Global Newswire | December 17 |
| "CLA Acquires Accounting Firm Blum Shapiro" | CPA Practice Advisor | December 17 |
| "CliftonLarsonAllen and Blum Shapiro Join Forces in Mega-Merger" | Inside Public Accounting | December 17 |
| "CLA Acquires Blum Shapiro" | Accounting Today | December 17 |
| "The Top 100 People: 20 Lessons Learned from COVID-19" | Accounting Today | December 14 |
| "Major Opportunities Exist Amid the Challenges of COVID-19" | Accounting Today | December 11 |
| "State of the CPA Industry/Best Practices of High Performing Firms" | Utah Association of CPAs Virtual Conference | December 11 |
| "Designing the Blueprint in this Changing Climate" | Rainmaker Super Conference | December 9 |
| "State of the Accounting Profession - Review of 2020 and Discussion of Opportunities for 2021" | Engineered Tax Services Seminar | December 7 |
| "State of the Accounting Industry - Best Practices of High Performing Firms & Partners/Leaders" | BDO NextGen Alliance Roundtable | December 3 |
| "2020 Top 100 Most Influential People in Accounting" | Accounting Today | December 3 |
| "Accounting Today Top People in Accounting" | Accounting Today | December 3 |
| "The 2020 IPA Most Recommended Consulting Companies" | Inside Public Accounting | December 2020 |
| "Citrin Cooperman Expands Bi-Coastal Footprint" | Citrin Cooperman Press Release | November 17 |
| "Update on the State of the Accounting Industry and Best Practices of High Performing Firms in 2020" | BDO Alliance West Coast Virtual Meeting | November 9 |
| "Observations of the CPA Industry by the Top Consultants of the Profession" | Rosenberg 2020 Survey | November 2020 |
| "CLA Acquires SoCal Accounting Firm White Nelson" | CPA Practice Advisor | October 22 |
| "WNDE Joins CLA, Expanding Southern California Resources | Global Newswire | October 21 |
| "CliftonLarsonAllen Merges in White Nelson Diehl Evans" | Inside Public Accounting | October 21 |
| "CLA Merges in WNDE" | Accounting Today | October 21 |
| "How do We Rebuild Post-Pandemic Chicago?" | Crain's Chicago Business | October 20 |
| "Engineered Tax Services Acquires The Growth Partnership" | Inside Public Accounting | October 20 |
| "Engineered Tax Services Acquires The Growth Partnership" | Accounting Today | October 19 |
| "The Profession and the Pandemic Revisited: Insights and Strategies for Firm Leaders" | Accounting Today Webinar | October 5 |
| "The Best Ways to Find and Build Your Client Niche" | Think Advisor | October 2020 |
| "IPA Names the 2020 Most Recommended Consulting Companies" | Inside Public Accounting | September 30 |
| "Accounting Firm Johnson, Miller & Co. to Merge into Whitley Penn" | CPA Practice Advisor | September 24 |
| "Whitley Penn Merges in Johnson Miller & Co." | Inside Public Accounting | September 24 |
| "Whitley Penn to Merge in Johnson, Miller & Co. | Accounting Today | September 24 |
| "Accounting Firms Fare Poorly at Attracting, Retaining Diverse Workers" | Pittsburgh Business Times | September 22 |
| "State of Accounting Industry" | National Life | September 22 |
| "Thousands of CPA Firms Avoided 'Bloodbath' with PPP Loans" | Bloomberg Tax | September 17 |
| "The COVID-19 Downturn is Expected to Increase M&A Activity Among Accounting Firms" | Thomson Reuters | September 10 |
| "How to Build and Grow a Profitable Niche" | Leading Edge Alliance | September 10 |
| "4 Ways Accounting Firms can Enhance Operations and Profits" | CPA Practice Advisor | August 31 |
| "Merger to Make Baker Tilly a Top 10 Accounting Firm" | Crain's Detroit Business | August 15 |
| "Baker Tilly Merges in Squar Milner" | Accounting Today | August 13 |
| "Baker Tilly and Squar Milner Combine, Creating Coasts-to-Coast Advisory CPA Firm" | Associated Press | August 13 |
| "Baker Tilly Acquires California Accounting Firm Squar Milner" | CPA Practice Advisor | August 13 |
| "Two IPA 100 Firms Join Forces" | Inside Public Accounting | August 13 |
| "Merger to Make Baker Tilly a Top 10 Accounting Firm" | Crain's Chicago Business | August 13 |
| "CPAs Accuse Banks of Pocketing Finder Fees on PPP Loans" | Bloomberg Tax | August 10 |
| "Success that Lasts - Episode 15: Effective Change Management with Allan Koltin" | Podcast with Jared Siegel | July 30 |
| "How to Build and Grow a Profitable Niche" | AICPA Engage 2020 | July 24 |
| "A Post-Pandemic To-Do List" | Accounting Today | July 2 |
| "Most Essential Roles of Marketing within the M&A Process - Q&A with Allan Koltin" | AAM's Growth Strategies | Summer 2020 |
| "BDO Acquires Nevada Accounting Firm PBTK" | CPA Practice Advisor | June 17 |
| "BDO Announces Expansion in Nevada & Utah Through Addition of PBTK" | Daily Times | June 17 |
| "BDO Merges in PBTK" | Accounting Today | June 17 |
| "BDO USA Taps into Nevada, Utah Markets with New IPA 300 Acquisition" | Inside Public Accounting | June 17 |
| "12 Strategies for Surviving After the Coronavirus" | Accounting Today | June 16 |
| "The Profession and the Pandemic: Insights and Strategies for Firm Leaders: 'The Crisis in Talent' | Accounting Today Webinar | June 9 |
| "Lessons for the Profession from the Coronavirus" | Inside Public Accounting | June 1 |
| "The NEW Fundamentals" | CPA Trendlines | May 26 |
| "COVID-19: What Your Firm Should do Now" | Accounting Today | May 26 |
| "Firm Leader Virtual Roundtable" | Webinar with Industry Consultants Allan Koltin, Angie Grissom and Gale Crosley | May 7 |
| "Coronavirus Calls for Tough Decisions, Tighter Focus from Firms" | Accounting Today | May 6 |
| "Firm Leader Virtual Roundtable" | Webinar with Industry Consultants Allan Koltin, Angie Grissom and Gale Crosley | April 30 |
| "Accounting Marketing Doesn't Suck" | Podcast hosted by Hugh Duffy of Websites: BuildYourFirm.com | April 28 |
| "LEA Global Names New CEO" | Accounting Today | April 22 |
| "The Partnership - In These Turbulent Times, Leaders Must Lead" | CPA Trendlines | April 20 |
| "Our Evolving Profession: | On Balance | March/April |
| "South African Wayne Berson Among Top 100 People Making a Difference in Accounting" | CFO South Africa | March 30 |
| "Eide Bailly Merges in HMWC" | Accounting Today | March 6 |
| "Eide Bailly Merges in HMWC" | CPA Practice Advisor | March 5 |
| "HMWC to be Acquired by Eide Bailly" | Orange County Business Journal | March 5 |
| "GBQ Acquires Toledo Accounting Firm Weber Clark" | CPA Practice Advisor | February 23 |
| "GBQ Partners Merges in Weber Clark" | Accounting Today | February 21 |
| "GBQ Merges in Weber Clark" | Inside Public Accounting | February 21 |
| "David Cieslak Inducted into Accounting Hall of Fame" | CPA Practice Advisor | February 19 |
| "Los Angeles-based Weil & Company Team Members Join CLA" | Yahoo Finance | February 5 |
| "CLA Announces Acquisition of Weil & Company | Inside Public Accounting | February 4 |
| CLA Merges in Weil" | Accounting Today | February 4 |
| "Los Angeles-based Weil & Company Team Members Join CLA" | Markets Insider | February 4 |
| "Accounting Firm CLA Acquires Los Angeles-based Weil & Company" | CPA Practice Advisor | February 4 |
| "Accounting Firm CRI Acquires Crabtree Rowe & Berger" | CPA Practice Advisor | January 27 |
| "Nationally Ranked Enterprise-based CPA Firm Expanding to North Alabama" | Yellow Hammer | January 27 |
| "Carr Riggs & Ingram Merges in Crabtree Rowe & Berger" | Accounting Today | January 23 |
| "Carr Riggs & Ingram Expands Operations in Alabama with Merger" | Inside Public Accounting | January 23 |
| "Top 20 Nationally-Ranked Carr Riggs & Ingram (CRI) Expands Operations in Alabama" | Cision PR Newswire | January 23 |
| "Allan Koltin Participates in Panel Discussion on Facilitated Peer Conversations" | Winning Is Everything Conference | January 23 |
| "Koltin Leads Discussion on Acquirers' Side of Perspective on M&A" | Winning Is Everything Conference | January 23 |
| "Allan Koltin Leads General Session on Lateral Talent Acquisition" | Winning Is Everything Conference | January 22 |
| "Koltin Leads Discussion on Upstream Mergers Perspective on M&A" | Winning Is Everything Conference | January 22 |
| "Allan Koltin Kicks Off Second Day of the 20th Anniversary of the Winning Is Everything Conference in Las Vegas" | Winning Is Everything Conference | January 22 |
| "Koltin Delivers TED Talk 'Breaking Barriers - The Willingness to Take on Personal Risk to Advance Your Career and Your Firm'" | Winning Is Everything Conference | January 21 |
| "LGSH LLP Joins Citrin Cooperman" | Inside Pubic Accounting | January 16 |
| "BDO Acquires Tax Consultancy Biegel Waller" | Consulting United States | January 16 |
| "Citrin Cooperman Merges in LGSH" | Accounting Today | January 14 |
| "Citrin Cooperman Acquires SoCal Accounting Firm LGSH" | CPA Practice Advisor | January 14 |
| "BDO Expands in Washington, DC, Area with Biegel Waller Investment Advisory Services" | Inside Public Accounting | January 9 |
| "BDO Adds Biegel Waller" | Accounting Today | January 6 |
| "BDO Acquires Investment Services Firm Biegel Waller" | CPA Practice Advisor | January 6 |
| "BDO USA Acquires Biegel Waller Tax Advisory" | Washington, DC CityBizList | January 6 |
| "BDO USA, LLP Expands in Greater Washington, DC and Baltimore Markets Through Addition of Beigel Waller Investment Advisory Services" | AP | January 6 |
| "The Top 100 People: Overcoming Obstacles" | Accounting Today | January 1 |
| "IPA's Most Recommended Consultants Discuss What Firms can do to Accelerate Change: | Inside Public Accounting | January 2020 |
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