The BDO Alliance USA was established over 30 years ago to celebrate the value of collaboration. Now considered one of the largest associations of independent accounting and consulting firms in the country, we have a dedicated team of over 30 professionals who are administering, leading and innovating the program every day.

Meet our team and how they can help you!

Program Leadership

MICHAEL HORWITZ
Executive Director
mhorwitz@bdo.com / 617.422.7594

REGIONS COVERED: National – based in Boston, Massachusetts

SPECIALTY AREAS: Leads the BDO Alliance USA Program, New CPA Alliance Firm Recruitment

INQUIRIES REGARDING

Anything and everything
Referrals of a potential CPA/BRN Alliance Firm

ROB MERL
Managing Director, Operations
rmerl@bdo.com / 443.253.6668

REGIONS COVERED: National – based in Baltimore, Maryland

SPECIALTY AREAS: BDO Alliance Program Operational Management
and annual BDO Alliance EVOLVE Conference

INQUIRIES REGARDING

Participation in area meetings or BDO USA/BDO Alliance USA Conferences
Identification of specific expertise/needing assistance
Referral assistance/opportunities involving a BDO USA office or Alliance firm
Firm orientation/refresher presentations on the Alliance Program, including portal demos
General information about the Alliance Program

CPA Relationship Team

ED RIVERA
CPA Relationship Director
erivera@bdo.com / 616.575.8814

REGIONS COVERED: Michigan and Southwest – based in Grand Rapids, Michigan

SPECIALTY AREAS: BDO Alliance Market Liaisons

INQUIRIES REGARDING

Referral assistance/opportunities involving a BDO USA office or Alliance firm in the above-mentioned regions
Identification of specific expertise/needing assistance
Presenting at Area Meetings
Firm orientation/refresher presentations on the Alliance Program, including portal demos

JIM HAYDEN
CPA Relationship Principal
jhayden@bdo.com / 410.241.9122

REGIONS COVERED: Mid-Atlantic, Tri-State and & New York Metro – based in Baltimore, Maryland

SPECIALTY AREAS: BDO Alliance Audit Liaison

INQUIRIES REGARDING

Referral assistance/opportunities involving a BDO USA office or Alliance firm in the above-mentioned regions
Identification of specific expertise/needing assistance
Presenting at Area Meetings
Firm orientation/refresher presentations on the Alliance Program, including portal demos

KEVIN MOQUIST
CPA Relationship Principal
kmoquist@bdo.com / 612.367.3014

REGIONS COVERED: Midwest, Great Lakes, Ohio Valley, and Upstate New York – based in Minneapolis, Minnesota

SPECIALTY AREAS: Alliance Business Development Forums and Segment Alliance Champions

INQUIRIES REGARDING

Referral assistance/opportunities involving a BDO USA office or Alliance firm in the above-mentioned regions
Identification of specific expertise/needing assistance
Presenting at Area Meetings
Firm orientation/refresher presentations on the Alliance Program, including portal demos

KATHY SAUTTERS
CPA Relationship Director
Client Services Director
ksautters@bdo.com / 216.338.5393

REGIONS COVERED: New England (Relationship Management) and National (Client Experience) – based in New Hartford, Connecticut

SPECIALTY AREAS: Client Experience Organization & Development, Onboarding New Firms, Emerging Leaders Programs, and Roundtables

INQUIRIES REGARDING

Referral assistance/opportunities involving a BDO USA office or Alliance firm in the above-mentioned regions
Identification of specific expertise/needing assistance
Presenting at Area Meetings
Firm orientation/refresher presentations on the Alliance Program
Roundtable information and development

MELANIE FERNANDEZ
CPA Relationship Principal
mfernandez@bdo.com / 407.497.3654

REGIONS COVERED: Southeast (including Carolinas) – based in Orlando, Florida

INQUIRIES REGARDING

Referral assistance/opportunities involving a BDO USA office or Alliance firm in the above-mentioned regions
Identification of specific expertise/needing assistance
Presenting at Area Meetings
Firm orientation/refresher presentations on the Alliance Program, including portal demos

MELISSA GRIFFITHS
CPA Relationship Director
mgriffiths@bdo.com / 415.297.7784

REGIONS COVERED: West – based in Bend, Oregon

INQUIRIES REGARDING

Referral assistance/opportunities involving a BDO USA office or Alliance firm in the above-mentioned region
Identification of specific expertise/needing assistance
Presenting at Area Meetings
Firm orientation/refresher presentations on the Alliance Program, including portal demos

Education

CORI POWER
Alliance Education Director
cpower@bdo.com / 612.367.3064

REGIONS COVERED: National – based in Waterloo, Iowa

SPECIALTY AREAS: BDO Alliance USA Training and Development, including educational component for Alliance conferences

INQUIRIES REGARDING

BDO USA and BDO Alliance USA conferences
Identifying available training and providers
Creating a competency model and development plan for your firm
Assistance in identifying best practices in adult learning
Ensuring a transfer of knowledge from training to application on client work
Developing a learning culture within your firm

KASEY BOONE
Alliance Education Specialist
kboone@bdo.com / 901.684.2054

REGIONS COVERED: National – based in Canton, Mississippi

SPECIALTY AREAS: BDO Alliance USA Training and Development

INQUIRIES REGARDING

CPE events and processing
LCvista implementation and functionality
Training content available to BDO Alliance USA members

Consulting

ANDY GIBSON
Alliance Tax Managing Director
agibson@bdo.com / 404.979.7106

REGIONS COVERED: National – based in Atlanta, Georgia

SPECIALTY AREAS: Tax Consulting, Tax Reform, and Tax Specialty Services

INQUIRIES REGARDING

Expanding tax consulting services offerings to clients
Andy’s or BDO tax participation in client service planning meetings
Deepening relationships with BDO Tax
Assistance with tax resources, including the Tax Technical Desk
Joining the BDO SALT Group
Understanding tax resources available on the Portal

Contract and Billing Administration

TREY COOPER
Alliance Contract & Procurement Manager
tacooper@bdo.com / 713.407.3716

REGIONS COVERED: National – based in Houston, Texas

SPECIALTY AREAS: Contracts and Alliance Program Due Diligence

INQUIRIES REGARDING

Documentation required for new members or for mergers/acquisitions of existing members
Profile updates and contract renewals

COURTNEY BULLOCK
Alliance Administrator
cbullock@bdo.com / 612.367.3121

REGIONS COVERED: National – based in Minneapolis, Minnesota

SPECIALTY AREAS: Billing Administration, Contracts and Alliance Program Due Diligence

INQUIRIES REGARDING

Profile updates and contract renewals
Casual services or license fee invoices
Open A/R and payment options
Submitting a referral to BDO

Digital Assets Management

MIKE MITCHELL
Alliance Digital Assets Director
mmitchell@bdo.com / 212.885.7268

REGIONS COVERED: National – based in Savannah, Georgia

SPECIALTY AREAS: BDO Alliance USA Portal, BDO Alliance Benchmark Survey, and BDO Alliance USA IT Conference

INQUIRIES REGARDING

Participation in the annual BDO Alliance USA Financial Benchmark survey
Presenting/attending the annual BDO Alliance USA IT Conference
Navigating the Alliance Portal

MONTE MCNALLY
Alliance Manager
mmcnally@bdo.com / 612.367.7342

REGIONS COVERED: National – based in Minneapolis, Minnesota

SPECIALTY AREAS: BDO Alliance USA Portal

INQUIRIES REGARDING

Navigating the Alliance Portal
Resetting your password on the Alliance Portal
Alliance Firm Administrator tasks on the Portal

PALMIRA (PAM) RZEZNIK
Data Analysis and Reporting Senior Specialist

rzeznik@bdo.com / 248.688.3431

REGIONS COVERED: National – based in Detroit, Michigan

SPECIALTY AREAS: Alliance Program Data Analytics

JULIANNA PROFFITT
Senior Manager/Data Engineer
jproffitt@bdo.com / 678.346.5258

REGIONS COVERED: National – based in Atlanta, Georgia

SPECIALTY AREAS: Alliance Data Management and Engineering

DANIEL KIM
Alliance Development and Integration Specialist
dkim@bdo.com / 626.320.7755

REGIONS COVERED: National – based in San Diego, California

SPECIALTY AREAS: BDO Alliance USA Portal

BRN Relationship Team

TOM TAKASAKI
BRN National Practice Prinicpal
ttakasaki@bdo.com / 847.903.7330

REGIONS COVERED: National – based in Chicago, Illinois

SPECIALTY AREAS: BDO’s BRN and Vendor Marketing Program

INQUIRIES REGARDING

Seeking a resource to fit client needs, especially those normally outside the services provided by a CPA firm
Identifying which BRN firms might be the best fit to help you and your clients grow
Identifying additional value-added services to provide to an existing or prospective client to differentiate your firm
Identifying who may be the best service provider
Developing or building a new consultative practice
Assisting your client directly to better understand their needs to determine how the Alliance community can support them
Developing a cross-selling approach that includes all the services provided by BDO and the BRN firms

BRENDA SLEEPER
BRN Relationship Director
bsleeper@bdo.com / 774.249.4098

REGIONS COVERED: National/Northeast – based in Boston, Massachusetts

SPECIALTY AREAS: BDO Alliance USA’s Cost Savings Program

INQUIRIES REGARDING

Discovering best practices within the BRN
Inclusion in the Alliance Offers section on the Alliance Portal
BRN member participation in BRN webinars, promotional emails, executive touch campaigns and area meetings
How to best promote your firm on the Alliance Portal

STEPH LUKE
BRN Relationship Director
sluke@bdo.com / 814.229.7405

REGIONS COVERED: Central – based in Topeka, Kansas

INQUIRIES REGARDING

Discovering best practices within the BRN
Inclusion in the Alliance Offers section on the Alliance Portal
BRN member participation in BRN webinars, promotional emails, executive touch campaigns and area meetings
How to best promote your firm on the Alliance Portal

HEATHER EVANS
BRN Relationship Director
hevans@bdo.com / 540.392.4986

REGIONS COVERED: Southeast – based in Mount Pleasant, South Carolina

INQUIRIES REGARDING

Discovering best practices within the BRN
Inclusion in the Alliance Offers section on the Alliance Portal
BRN member participation in BRN webinars, promotional emails, executive touch campaigns and area meetings
How to best promote your firm on the Alliance Portal

DANIELLE HILL
BRN Relationship Manager
dhill@bdo.com / 212.885.7220

REGIONS COVERED: Northeast and Mid-Atlantic – based in New York, New York

INQUIRIES REGARDING

Discovering best practices within the BRN
Inclusion in the Alliance Offers section on the Alliance Portal
BRN member participation in BRN webinars, promotional emails, executive touch campaigns and area meetings
How to best promote your firm on the Alliance Portal

TAYLOR BECKWITH
BRN Relationship Manager
tbeckwith@bdo.com / 801.456.5712

REGIONS COVERED: West – based in Salt Lake City, Utah

INQUIRIES REGARDING

Discovering best practices within the BRN
Inclusion in the Alliance Offers section on the Alliance Portal
BRN member participation in BRN webinars, promotional emails, executive touch campaigns and area meetings
How to best promote your firm on the Alliance Portal

Marketing

COLLEEN MHLEY
Alliance Marketing Director
cmhley@bdo.com / 312.800.7352

REGIONS COVERED: National – based in Chicago, Illinois

SPECIALTY AREAS: Marketing Communications and Strategy, and annual BDO Alliance EVOLVE Conference

INQUIRIES REGARDING

Alliance Program overall communications and strategy
How to utilize marketing resources from BDO
How to re-brand/co-brand BDO’s content
Reviews of public advertisements or other member content that mentions BDO
Placing ads on the Alliance Portal (BRN firms only)

JESSICA JAMES
Alliance Marketing Manager
jhjames@bdo.com / 864.775.3054

REGIONS COVERED: National – based in Darlington, South Carolina

SPECIALTY AREAS: Digital Marketing and Marketing Services

INQUIRIES REGARDING

Marketing resources that BDO offers to Alliance Members (thought leadership, proposals, etc.)
Email marketing and marketing automation
Public relations
Alliance Program social media campaigns
Alliance Program marketing collateral

Client Service

JOYCE ARTHUR
Client Services Support Director
jarthur@bdo.com / 407.244.7179

REGIONS COVERED: National – based in Ocala, Florida

SPECIALTY AREAS: Firm Administration, BDO Alliance USA Area Meetings

INQUIRIES REGARDING

Availability to present at a BDO Alliance USA Area Meeting
Questions on area meeting location details, agenda items, or attendee lists
The CPAFMA/BDO Alliance Initiative, as well as general Firm Administration topics
When reaching out with urgent requests for information from relationship partners or directors, copy Joyce who may be able to assist as well
Alliance Partners Advisory Council (APAC)

RHONDA LUSK
Client Services Manager
rlusk@bdo.com / 616.575.8907

REGIONS COVERED: National – based in Grand Rapids, Michigan

SPECIALTY AREAS: Alliance Help Desk, Alliance Portal, and Alliance Webinar Host

INQUIRIES REGARDING

General assistance (e.g., trouble connecting to a webinar, questions about CPE certificates, finding a specific contact, basic help on Alliance Portal, etc.)
Follow up on questions submitted to the Alliance Help Desk or the Tax Technical Desk/Assurance Technical Desk
Navigating or finding documents on the Alliance Portal, and/or how the site can be used to promote your firm
Guidance as a new firm to the Alliance Program
General questions about the BDO Alliance Program

PAROSHNI MUDALY
Alliance Director / Technology Liasion for BDO Product Solutions
pmudaly@bdo.com / 609.216.5081

REGIONS COVERED: National – based in Princeton, New Jersey

SPECIALTY AREAS: BDO Audit & Assurance Technology Solutions and Alliance Firm Deployments

INQUIRIES REGARDING

Strategic guidance to firms using BDO Audit and Assurance Technology Solutions
Deployment liaison for BDO Audit and Assurance Technology Solutions
General inquiries about the BDO Alliance Program

ANTONETTE NEW
Alliance Events Coordinator
anew@bdo.com / 629.224.4981

REGIONS COVERED: National – based in Nashville, Tennessee

SPECIALTY AREAS: Area Meetings, Roundtables, and Onboarding

INQUIRIES REGARDING

Questions on area meeting location details, agenda items, or attendee lists
Availability to present at a BDO Alliance USA area meeting
Questions on virtual roundtables and how to sign up
Onboarding meetings for new member firms