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Around the Firm: January 2020

Written by Warren Averett on January 30, 2020

New Members of the Firm Announced

Effective January 1, 2020, Warren Averett is thrilled to announce the promotion of five individuals to be Members of the Firm! Our entire Firm is proud to congratulate these team members representing our Birmingham, Pensacola and Tampa offices, and we are exited for all that is to come!

Learn more about these individuals, their accomplishments and their take on this new chapter here.

Warren Averett Technology Group Receives Honors

Warren Averett Technology Group has been selected as a member of the Bob Scott’s Value-Added Reseller (VAR) Stars for 2019, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.

This is the second year in a row that Warren Averett Technology Group has received this recognition. Learn more here.

New Managing Members Announced

Our Montgomery office and our Atlanta office both have new Office Managing Members!

Sandra “Sandy” Coaker, CPA has assumed the role of Office Managing Member at the Montgomery office, and Kim Hartsock, CPA assumed the role of Office Managing Member of the Atlanta office. Please join us in congratulating these remarkable women on their new roles at the Firm!

The Wrap Podcast Continues Season Two

Warren Averett’s podcast, The Wrap, is still launching one new episode each week as part of its second season. Join us as we dive into some of the most crucial topics for today’s business leaders including outsourcing your accounting, building an advisory board and recruiting and retaining employees. Listen to the newest podcast episodes and access the season one archive here.

Asset Management Members Volunteer at Community Organization

Members of Warren Averett Asset Management in Birmingham spent half a day serving at United Ability in late January. The Members gathered to pack boxed lunches for the 60 United Ability staff members, then went to United Ability to assist with their Super Bowl-themed party and relay races. Thanks to our Members for serving this great organization, and thanks to United Ability for having us!

Welcome, New Interns!

In January, seven departments within the Firm welcomed 77 bright interns to Warren Averett! Our Accounting Services, Tax, Audit, Consulting, Estate, Healthcare and Administrative departments are proud to have these great new assets to the team. Welcome!

Team Members Make Headlines

A few of our team members have gained recognition for their great work and accomplishments!

  • Chris Branch, CPA in Warren Averett’s Birmingham office was recently recognized as one of the city’s up-and-coming leaders by the Birmingham Business Journal. Learn more here.
  • Clare Haenszel, CPA in the Firm’s Pensacola office, was named among InWeekly’s Rising Stars—a list that recognizes 100 of the most influential people in Escambia County. Learn more here.

Women’s Wealth Connection Hosts Event in Montgomery

Women’s Wealth Connection of Warren Averett hosted a lunch on January 22nd at the Montgomery Country Club. The attendees were able to discuss the unique challenges women face regarding financial and estate planning with our financial planning experts.

Firm Meeting

In January, our Firm also conducted its annual Winter Firm-Wide Meeting. Our keynote speakers gathered at Warren Averett’s Atlanta office, and our twelve other offices tuned into a live-stream of the meeting in their respective locations.

The key focus of the meeting was to highlight Warren Averett’s commitment to fostering a diverse and inclusive workplace for all employees. Our guest speaker, Marsha Sampson Johnson, addressed the Firm about how this commitment intersects with the Firm’s values and how team members can play a part in advancing diversity and inclusion at the Firm.

Stay Informed about What’s Going on Around the Firm

Our team is gearing up for tax season, which means that there will be no shortage of hard work and snacks. Follow along with us on Facebook, Instagram, Twitter and LinkedIn as we serve our clients!

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