MCM - Key Persons
Job Titles:
- CFE, CISA, CITP
- IT Assurance Senior Manager
- Member of Our IT Compliance
Amy is a member of our IT Compliance and Advisory Services Team, specializing in IT general control and application control audits. She manages team members within the group on internal controls over information systems for SOC 1 Type I and II, SOC 2 Type I and II, SOC 3, Sarbanes-Oxley (SOX) compliance, J-SOX compliance, and IT general control environment evaluation for support of financial statement audits. Prior to joining the IT Compliance and Advisory Services Team, Amy was a member of our firm's assurance practice, specializing in financial statement audits and internal control over financial reporting. Amy has spent her career with MCM and has over 18 years of experience.
Job Titles:
- CVA
- Partner, Real Estate Services Team Co - Leader
Andy is MCM's Real Estate Services Team Co-Leader and a partner in our firm's Tax Services Department with more than 15 years of experience.
His client focus is in multi-state, affordable housing and community development, with emphasis in low-income housing tax credits, historic tax credits, and new market tax credits. Andy also has significant experience on entrepreneurial and start-up businesses.
Job Titles:
- CCIM, CGMA
- Partner - MCM Capital Markets Group
Angela focuses her practice in mergers and acquisitions within the firm's consulting group. She provides full-service investment banking services to middle-market clients in the Kentucky, Indiana, and Ohio regions. Angela has more than 25 years of experience in assisting owners in transitioning their businesses, including buying and selling businesses, turnaround, and financial management. Prior to joining MCM, Angela worked as a director for Corporate Finance Associates, a worldwide middle-market investment banking firm. Angela has owned her own commercial construction and real estate company. Throughout her career, she's worked on M&A transactions in broadcasting, healthcare, banking, manufacturing, distribution, technology, business services, and construction.
Job Titles:
- Partner, Hospitality Services Team Leader
Ashley is a Partner and Co-leader of our Hospitality Services Team and has more than 20 years of experience in assisting business and individual clients with tax compliance. Her focus and expertise is within restaurant and hotel operations and management, independent and franchise restaurants, and real estate. She has experience working with a wide range of clients, including those with like-kind exchange transactions under IRC 1031.
With her clinical and business background, Barbie has the unique ability to help healthcare providers improve their compliance, clinical process, and financial results. Barbie was the Ancillary Services Director at a large health system and has worked in hospital management and operations in multiple ancillary departments in both for-profit and not-for-profit environments for more than 20 years. She has provided consulting services for hospitals and other industries in areas of strategic planning, revenue cycle, operational improvements, compliance and HIPAA security, change management, charge capture, quality outcomes, and expense reduction. Barbie has also administered clinical effectiveness programs for healthcare entities that identified and implemented improvement opportunities for clinical, cost, and service outcomes. She has more than 10 years of experience with MCM and with an international accounting and consulting firm in assisting entities with evaluation of processes and related changes to increase profitability.
Job Titles:
- Employee Benefits Manager
- Employee Benefits Manager / Add Contact / View Profile
Becky has been with the firm for more than 15 years. She provides administration services for all types of Defined Contribution Plans. This includes preparing annual reports, filing required tax returns, fielding day to day participant calls regarding retirement plans, and ensuring compliance with relevant regulations. Becky also calculates employer match and profit share contributions, based on plan specifications.
Ben joined the MCM CPAs & Advisors Assurance Services Team in 2015.
He has more than seven years of experience auditing not-for-profit organizations, as well as state and local government agencies. Ben has worked with governmental and not-for-profit entities audited under OMB Circular A-133 and governmental entities audited under GASB No. 34. His experience also includes audit services for manufacturing organizations and financial institutions.
Brad serves as the Managing Partner of MCM, working with the Leadership Team to further develop and grow the firm across its regional footprint. Prior to this role, Brad led both the MCM Assurance Services Team as well as the Public Company Services Team. Brad focuses on middle market growth-oriented companies focused in a wide range of commercial-related entities and industries, including manufacturing, distribution, services, construction, and retail. Prior to joining the firm, Brad was a partner with Ernst & Young, where he led the Entrepreneurial Services Group in Kentucky, working with a variety of publicly traded and privately-held entities principally focused in the areas of accounting and auditing.
Byron's client focus has been in planning and managing tax consulting engagements for businesses and their owners. He has helped to deliver client-specialized tax services, including compliance and both federal and state tax planning at both the entity and individual level. Byron also assists clients in tax resolution matters and has helped his clients with cost segregation studies and specialized credits. He has over 25 years of experience. Byron is a member of the firm's Manufacturing and Distribution, Construction, and Real Estate Service Teams.
Chris Dittz is a Senior Manager at MCM with more than 15 years of financial institutions experience and joined MCM in 2012. He is a Certified Internal Auditor (CIA) and a Certified Regulatory Compliance Manager (CRCM).
Chris has worked with financial institutions of various complexities and size including private and public financial institutions. He assists clients with a number of areas including Regulatory Compliance Audits and Monitoring, BSA/AML, Loan Review, Credit Administration, Trust Administration, FDICIA requirements, Deposit and Loan Operations, and Quality Assurance Reviews. Additionally, Chris' advisory experience includes developing audit programs by evaluating the effectiveness of a financial institution's control mechanisms and identifying any weaknesses or gaps that may put an institution at risk.
Chris is a partner in MCM's Tax Services Department and has experience in a wide range of industries, including manufacturing and distribution, construction, and services. His practice includes advising middle market growth-oriented companies on planning and executing strategic transactions including mergers and acquisitions, ESOP transactions, and other transition strategies.
Chris is a member of the firm's Executive Committee and leads the ESOP Advisory Service practice group. He also actively participates on the Manufacturing and Distribution, Construction, and Transaction Services Teams.
Chris is a Partner on MCM's Assurance Services Team with more than 30 years of accounting and business advisory experience. His focus and expertise are within the manufacturing, governmental and not-for-profit industries. Chris is a leader in the firm's manufacturing and distribution group in the Cincinnati office. He and the team work together to provide practical solutions that meet the needs of manufacturers.
In addition to performing traditional auditing and accounting services, he has been a key leader in various projection and forecast engagements as well as performance audits. Chris has considerable expertise in operational analysis, including the development of efficiency studies for companies with revenues in excess of $100 million.
Chris is also a frequent guest lecturer at industry forums, including the Cincinnati Business Courier's Manufacturing Forum, and accounting conferences held by the Ohio Society of CPAs (OSCPA), the Institute of Management Accountants (IMA) and the Ohio Association of College and Business Officers (OACUBO) among many others.
Job Titles:
- CExP, MAFF
- Partner, Certified EOS Implementer
Crystal's passion for helping others has given her the opportunity to work with a diverse range of professionals, owners, and businesses. Her innate aptitude for cultivating relationships enhances her client-centric philosophy. Crystal is dedicated to promoting local businesses, community leaders, and nonprofit organizations via her role as a co-host for BusinessWise Radio. She is a weekly columnist for Cincinnati.com as well as The Cincinnati Enquirer. She is a Certified EOS Implementer and certified in Business Exit and Transition Planning. Her primary areas of expertise include business and tax advisory, strategic planning, income and estate tax minimization, fraud and forensic analysis, succession planning, wealth enhancement and transfer, and consulting related to business acquisition and disposition.
Job Titles:
- Partner, Lexington Location Leader
Debbie has more than 20 years of experience in public accounting. She has worked with a variety of organizations in the not-for-profit, governmental, and financial institutions industries, as well as manufacturing, service, and healthcare. In addition to financial statement audits, she performs internal control reviews, governmental internal audit, consulting, and agreed-upon procedures, and has extensive experience with single audits under the Uniform Guidance. Debbie is responsible for planning, supervising, and overseeing the completion of assurance engagements for MCM's Lexington office.
Job Titles:
- Partner, Small Business Services Team Leader
Diane's primary expertise is in providing accounting, tax, consulting, and planning services to small and medium-sized privately-held businesses, as well as to individuals. She oversees the Small Business Services Team, and has significant knowledge and experience working in a broad range of industries.
Active in public accounting since 1981, Diane Medley co-founded Chilton & Medley in 1988 and Mountjoy Chilton Medley LLP in 2010. She has led the firm through several mergers and acquisitions, making MCM the largest CPA firm in the region with approximately 350 employees across five locations, including offices in Louisville and Lexington, Kentucky; Indianapolis and Jeffersonville, Ind., and Cincinnati, Ohio. Today the firm is the 76th largest professional and financial services firm in the United States. As the former Managing Partner and Co-Founder, she was the first woman in the region to have this leadership position within a major firm, and one of only a few in the U.S. Top 100.
Diane's other distinctions include induction into the Junior Achievement Hall of Fame, 2017; the Today's Woman Most Admired Woman Award, 2016; The UofL Entrepreneurship Circle of Fame Award, 2016; Alumna Fellow of the Year of the University of Louisville, 2015; Women Leading Kentucky, Martha Layne Collins Award, 2015; Business First's Enterprising Woman of Achievement Award, 2014; NAW-BO's Business Owner of the Year Award for Large Businesses, 2014; Tower Award for Business, 2009; Business First Who's Who in Finance and Accounting, 1995; Outstanding CPA, 1987 and Outstanding Alumnus, 1993 Award from University of Louisville Beta Alpha Psi Accounting Fraternity; Kentucky Society of CPAs Award for Highest Grades on May 1981 CPA Exam; Elijah Watt Sells Award for National High Distinction on May 1981 Exam.
Diane currently serves as the Finance Chair, Executive Committee Member and Board Member of the University of Louisville Board of Trustees; Past Chair of the Kentucky Chamber of Commerce; Board Member of Brinly Hardy Inc, a multi-generational family owned business; former Board Chair of Greater Louisville Inc.; former Board Chair of One Southern Indiana; Former Board Chair of the University of Louisville Foundation; former Board Member of the Indiana Chamber of Commerce; She is a member of the International Women's Forum, the KY Society of CPAs and the AICPA. She is an alumna of the Leadership Louisville Class of 2008 and the Leadership KY Class of 2015.
After graduating from Meade County High School in 1973, Diane attended the University of Louisville and graduated with a B.S. in Commerce in 1980 with Highest Honors. She was the class Valedictorian of the School of Business and Outstanding Senior in Accounting.
Job Titles:
- Business Development Executive
Doug is MCM's Business Development Executive and leads the firm's sales and development efforts for new and existing clients, including brainstorming sessions and relationship reviews. Additionally, he drives business development skills training and practices with senior management.
Mr. Helm's many years of commercial banking experience bring value and guidance to the firm's business clients regarding their banking relationships and capital potential. Doug consults with businesses to help them improve their current banking relationships, make loan requests look more attractive, obtain additional financing, or find the right fit with a new bank.
Drew has over 20 years of experience in various assurance and consulting capacities while working with numerous businesses in industries including manufacturing, retail, construction, professional services, and publicly-traded companies. His previous experience as a member of the Audit and Assurance Services Group includes oversight of audit, attestation, and consulting engagements for a range of clients in a variety of industries. Drew now focuses his expertise within the firm's consulting group. His current practice is devoted primarily to business valuation for purposes of gift and estate tax areas, mergers and acquisitions, marital dissolutions, and succession planning. Drew also works closely with the legal profession and has served as an expert witness on litigation support projects involving business disputes, lost profits, and economic damages. He also assists businesses in the areas of fraud risk assessments, fraud and forensic examinations, and due diligence analysis for mergers and acquisitions.
Dylan Schneider has been with MCM since 2010. His areas of expertise include tax compliance, provisioning and planning for such niche industries as automotive dealerships, financial institutions, construction and contractors, and manufacturers.
Job Titles:
- Estate and Trust Services Team Leader, Partner
Emily leads MCM's Estate, Trust and Gift Tax Planning Group, a division of our Tax Department. Emily has extensive experience in estate, gift and trust tax compliance and consulting. She primarily works with multi-generational high-net-worth families to manage their tax compliance and estate planning needs. Emily is a leader within her community and her profession. She uses her skills and knowledge to teach internal and external courses in estate, gift, and trust taxation, as well as serving on boards for local organizations. She is an advocate for MCM and promoting the firm's presence within the region as well as enhancing the firm with her technical expertise.
Job Titles:
- HR Consulting Principal
- Principal - HR Advisory Services
Emily Possidento is an HR Consulting Principal on MCM's HR Solutions Group Team. She has more than 20 years of experience in human resources within the health insurance, executive head hunter, IT advisory, accounting and financial staffing, and business consulting industries. She has expertise in talent selection and development, organizational training and development, employment assessments, managerial coaching, performance management and strengthening engagement.
Gary Beavin brings over 30 years of public accounting experience to MCM. Gary's experience includes audit and tax services for construction companies, real estate developers and investors, and manufacturers and distributors. He has been and continues to be active in several professional and community groups and associations around the region.
Job Titles:
- Chairman
- Partner, Manufacturing Services Team Co - Leader
Glenn Bradley is Chair of the firm's Manufacturing and Distribution Service's Team and oversees assurance services for clients in a variety of industries. His focus is on middle market growth oriented companies and he has significant accounting and auditing experience with commercial companies, as well as complex organizations, both public and private. He has more than 30 years of experience, including 19 with an international firm. Glenn also serves as a technical resource for GAAP/SEC compliance reviews, International Financial Reporting Standards (IFRS), business combinations and variable interest entities, as well as performs internal control reviews, M&A transaction services and is a member of the MCM employee benefit plans audit team.
Job Titles:
- Construction Services Team Co - Leader, Partner
Greg has more than 30 years of experience assisting closely-held companies in tax and audit areas. His client base consists primarily of general and subcontractor companies within the construction industry. He has performed specific services within the industry including cost certifications, audits of construction estimates, assisted construction companies with process and controls implementation and other contract focused services for the past 30 years. Greg has extensive experience with overhead allocation methodologies, reviewing and testing AIA billings for compliance with contract provisions as well as working with various accounting and cost systems for construction contractors. Greg is a Past President of the Associated General Contractors of Kentucky.
Jennifer has more than 17 years of accounting and auditing experience, specializing in service to healthcare and not-for-profit entities. She has managed and participated in numerous audits of healthcare facilities, ranging in size from standalone facilities to large health systems. Additionally, she has significant experience in single audits. Jennifer joined MCM in 2009 after working at EY for four years.
Job Titles:
- Partner
- IT Consulting Team Leader / Partner, IT Consulting Team Leader
Jim is a Partner and the IT Consulting Team leader at MCM. Prior to joining MCM, Jim was the founder of Kramer Consulting (KCI), a technology services provider focusing on serving our customers through business partnerships. During his tenure, KCI was consistently listed on the Louisville Business First lists of the area's largest IT firms, "Best Places to Work," and "Fast 50." He serves many different industries, including professional service organizations, not-for-profits, manufacturing, and automotive services. With a background in electrical engineering, Jim brings a structured approach to systems review and automation by first listening to the needs of the customer and then applying a custom solution to provide our clients with a strategic advantage.
John has more than 33 years of auditing and accounting experience with a wide variety of organizations. This includes public filings as well as private entities and in addition to financial statement audits, John has extensive experience in dealing with public debt filings and refinancing, interest rate swaps and Uniform Guidance audits. John is a member of our Employee Benefits Practice Team that performs over 200 plan audits including 11-K filings and leads the quality control and peer review process for MCM and is a Peer Review Team Captain.
Job Titles:
- Consulting Principal, Family Business Advisory Services Team Leader
- Principal in the Consulting Services Team
Kathleen is a Principal in the Consulting Services Team at MCM. She has had extensive experience helping and advising firms with their growth, development, and passing enterprises to the next generation. Her areas of focus include business strategy, family and business governance, family and business policy development, succession planning, leadership development, next generation career coaching, family education and communication, and exit planning that allows owners to exit their businesses on their terms and conditions. Before working at MCM, she was the Director of the Family Business Center at the University of Louisville and Director of the Small Business Development Center for North Central Kentucky. She also created the Vogt Invention and Innovation Fund for the Vogt family in Louisville, which provides seed-stage support and capital for inventors and product developers as well as co-launching the award-winning radio series "This I Believe" on NPR. Kathleen is a frequent presenter at family business and trade conferences, educational programs and meetings covering topics such as family governance, change management, succession planning, exit planning, leadership development and family communication.
Kelley leads our IT Audit Team in providing services from IT general controls to security and risk assessments and is a member of both the Information Systems Audit and Control Association and the Information Systems Security Association. She has earned the professional designations of Certified Information Systems Auditor and Certified Information Security Manager. While at MCM, Kelley has provided our clients with a wide variety of Information System services, including reviews, system selection assistance and guidance, system implementations, training and support, as well as providing process re-engineering assistance to aid the client in gaining advantage in more complete usage of both new and existing systems. Prior to joining MCM, she served as an MIS Manager for a manufacturing firm. She has over 20 years of experience in information system services on a wide variety of platforms including Microsoft and UNIX network systems. She has also gained experience in information systems through the performance of the duties related to system analysis, system design, and implementation of manufacturing, distribution, financial, and medical management software.
Job Titles:
- Leader of MCM 's Professional Services Team
- Partner, Professional Services Team Leader
With more than 28 years of professional accounting experience, Kim Friend is the leader of MCM's Professional Services Team. She works exclusively in the tax department overseeing the preparation of all types of income tax returns, tax research, and planning. Her practice emphasis is on flow-through entities and high net worth individuals, and she has significant experience with law firms, physician groups, investment companies, and other service-related businesses.
Job Titles:
- CFE, CGFM
- Principal, Government Services Team Leader
Lee Ann joined MCM in 2001. She focuses her practice on governmental and not-for-profit entities. She has more than 30 years of experience serving federal, state, and local government agencies. Lee Ann has extensive knowledge of applicable accounting and audit standards, including the administrative and auditing requirements of Uniform Guidance. She has worked with the affordable housing market for six years providing services to public housing agencies, multi-family housing projects and community action agencies. She has extensive experience assisting governmental clients implement complex accounting standards. Lee Ann is a frequent author and presenter for Thomson Reuters on Uniform Guidance and governmental accounting and auditing topics.
Job Titles:
- Partner, Accounting Services Team Leader
Job Titles:
- Partner - MCM Technology Solutions
Job Titles:
- Treasurer
- State of Ohio Former Chair
Job Titles:
- Partner, Not - for - Profit Services Team Leader
Job Titles:
- Principal - HR Advisory Services / Add Contact / View Profile