Marsh & McLennan AGency Launches New Service Designed with Enterprise-Level Organizations in Mind

Troy, Michigan – April 10, 2019 – The Michigan office of Marsh & McLennan Agency LLC (MMA) announces a new service available for entrepreneurial and growing Michigan-based entities: the MMA Enterprise Group.

MMA’s new Michigan-based Enterprise Group is a strategic solution for organizations with more than 50 employees. Under ACA, organizations of this size are required to offer health care benefits. Along with offering benefits, employers must also address the related and complex issues of benefits administration, employee communications, and compliance.

MMA’s Enterprise Group leads a framework of preferred partners to address these strategic and tactical needs. While technology is at the core of the service, the Enterprise Group provides a team of local benefits specialists to lead employers through the process and partner with them throughout the year to ensure all of their needs are met.

“We are excited to offer Michigan employers a ‘one-stop’ solution for benefits strategy and administration needs, one that is overseen by a team of local knowledge leaders and offers more than a transactional website,” said Denise Christy, chief marketing officer of Marsh & McLennan Agency LLC’s Michigan Health & Benefits operations.

The Enterprise Group team and its clients will also be able to call upon the insight and resources available from MMA, a leading broker/consultant in the market with an established practice working with mid-size and larger entities.

Joining the dedicated MMA Enterprise Group team is John Price as Director of Practice Development. Price started at MMA in 2015 as a Senior Account Manager helping a diverse portfolio of organizations manage their employee group benefits needs, from open enrollment to troubleshooting complex claims and developing employee communications. Prior to joining MMA, Price was an HR professional with Sensors, Inc.

In his new role, Price will leverage his hands-on HR experience and knowledge of the region to introduce business owners and leaders to the Enterprise Group solution.

“John has been a true asset since joining our team. I am confident that his thoughtful approach and entrepreneurial mindset will be valued by Enterprise Group clients,” said Rebecca A. McLaughlan, president & ceo of Marsh & McLennan Agency LLC’s Michigan Health & Benefits operations.

Price received a BA in Political Science from the University of Michigan, Ann Arbor, and a law degree from the University of Detroit Mercy School of Law. Actively engaged in the community, Price is a board member with Centro Multicultural La Familia and the Society of Irish American Lawyers, and is a judge for Michigan DECA.

About Marsh & McLennan Agency
Marsh & McLennan Agency LLC is a subsidiary of Marsh established in 2008 to serve as a platform for the middle market. MMA offers commercial property, casualty, personal lines, and employee benefits to midsize businesses and individuals across North America

About Marsh
Marsh is the world’s leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a wholly owned subsidiary of Marsh & McLennan Companies NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue over US$15 billion and 75,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading firms: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.###

Clayton & McKervey named to Accounting Today’s Top Firms – Great Lakes Region

Southfield, Mich.—March 26, 2019—Clayton & McKervey, a certified public accounting and business advisory firm helping growth-driven companies compete in the global marketplace, is pleased to announce it has been included on the list of Top Firms in the Great Lakes Region by the accounting profession’s leading trade publication, Accounting Today. The list was released as part of Accounting Today’s annual listing of the Top 100 Firms in the nation. The Top Firms: Great Lakes considers public accounting firms based in Indiana, Michigan, Ohio and Wisconsin.

“Clayton & McKervey is so pleased to be included on this list of top firms in the Great Lakes region,” Clayton & McKervey President Rob Dutkiewicz, CPA, said. “With a focus on entrepreneurial, global growth-oriented clients, we bring a unique perspective to the business marketplace – and our clients are responding and driving our own business growth. This recognition presents a great opportunity to thank our clients and also acknowledge the terrific efforts of the entire Clayton & McKervey team.”

Clayton & McKervey clients include privately held companies and systems integrators. Services offered include tax, assurance, accounting, consulting and international services, including transfer pricing, international tax, foreign direct investment and global expansion. International practice areas include Mexico and China. Within its consulting services, Clayton & McKervey has a growing transactions services practice and also offers business planning and succession and exit strategies.

About Clayton & McKervey
Clayton & McKervey is a full-service certified public accounting and business advisory firm helping closely held businesses compete in the global marketplace. The firm is headquartered in metro Detroit and services clients throughout the world. To learn more, visit claytonmckervey.com.

###

Magnet Consulting Introduces The Mettle Foundry Featuring The Forge

Professional, career development has taken on an exciting new twist at Magnet Consulting’s ‘The Mettle Foundry’, now open in Rochester Hills.

The Mettle Foundry is a professional development center built on the idea that true leadership is unfinished, rough, and beautifully flawed. The goal at TMF is to examine professional strengths and weaknesses in a fun, productive setting to refine and fortify authentic mettle as an individual or team.

The Mettle Foundry features ‘The Forge’, a problem solving room similar to the escape rooms that are growing in popularity across the country. Unique to The Forge is that it is staffed by trained behaviorists and psychologists who observe and evaluate team and individual behavior.

Each Forge session will include pre-consultation with one of Magnet Consulting’s behavioral experts, an onsite post-Forge class on whatever was the biggest concern for that team, and behavioral reports for the team and each individual. Teams walk away with tools for better communication, problem solving, conflict management and success.

“We believe that better people equals business success,” said Sandy Fiaschetti, Ph.D., Magnet Consulting Co-Founder. “The professionals at Magnet Consulting have spent decades assisting companies with their employee selection, team and leader development, and corporate culture. It was a natural flow for us to create a dedicated space for our clients and the community to sharpen their talents and develop more tools for success.”

In addition to The Forge, The Mettle Foundry will also offer career development workshops, internship training and bootcamps, staff retreats and individual on-site coaching.

“Based upon the response of the community as we have previewed The Mettle Foundry, I’m excited to launch Intern Bootcamp this summer. Intern Bootcamp is the last, and possibly most important, camp a parent will send their high-school senior or pre-college student to 17-22 to and the first place an employer will send a new intern,” said Nicole Lentz, Magnet Consulting Co-Founder. “Here, students will have a week simulation of ‘real work’ and receive real-time feedback on their performance. They will also learn the practical aspects of work that so often are overlooked, like office etiquette, scheduling conference calls, how to talk on that call, and much more.”

Sandy Fiaschetti, PhD and Nicole Lentz, MSF founded Magnet Consulting in 2012, bringing together both organizational psychology and financial experience from automotive, international, and regional industries to clients across the country.

Magnet Consulting works with businesses and municipalities helping them achieve their goals through proven scientific methods of workplace selection and development. Magnet Consulting’s passion is to engage each individual within an organization from the time of hire through the entire career.

The Mettle Foundry, Magnet Consulting’s onsite development facility, is located at 455 South Livernois Road Suite C12 in Rochester Hills, MI. For more information, visit www.themettlefoundry.com.

Livonia based IT Consulting company, Tegrit, fills difficult role for an Application Consulting Engineer for a growing Engineering Software firm in metro Detroit

Tegrit was hired by a German based engineering software company located here in the Metro Detroit area. The engineering software company was looking for an individual who had a strong background working with electrical engineering software and who could demonstrate to various manufacturing companies the advantages of using their specific product.

The client provided the following positive testimonial:

‘I recently decided to place my first recruitment with TEGRIT after meeting one of their account managers on a networking event. I was amazed how fast the team was able to identify a possible candidate that was meeting all of the formal criteria I had put out there. I honestly was only expecting some to be met. In addition, the candidate turned out to be a perfect fit for our team, nicely blending into our business culture. I already see initial payback after only three months. I am excited to see if TEGRIT can keep up with their own standard once we start filling our next position.’
– Thomas E. – CFO

PLANTE MORAN AND ROLF CONSULTING WILL COLLABORATE TO SERVE LONG-TERM CARE AND SENIOR LIVING ORGANIZATIONS IN MICHIGAN AND OHIO

August 12, 2014 — Plante Moran, one of the nation’s largest accounting, tax and consulting firms, and Rolf Consulting, affiliated with Lansing, Mich. and Cleveland, Ohio based healthcare law firm Rolf Goffman Martin Lang LLP, have formed a collaborative relationship to serve their long-term care and senior living clients in Michigan and Ohio.
Effective immediately, the two firms’ healthcare industry experts will work together to provide a full range of clinical consulting services based on each firm’s unique core competencies:

Rolf Consulting will provide regulatory enforcement and corporate compliance services, including:
• Compliance programs
• Assistance with certification for Medicare and Medicaid
• Mock surveys
• Plans of correction and informal dispute resolution (IDR)
• Minimum Data Set (MDS) training and accuracy reviews
• Onsite and webinar trainings related to survey and reimbursement compliance
• Medicare and other billing/compliance reviews
• Assistance with appeals of governmental audit findings

Plante Moran will assist providers with strategies to improve operational efficiency and financial performance, including:
• Medicaid and Medicare case mix and RUG optimization
• DON mentoring, staffing analysis and operational reviews
• Assistance with quality and outcome tools and measures, including CMS Five-Star quality ratings and INTERACT
• Clinical redesign to support managed care models

Clients will experience a seamless service model and will continue to access services through their existing Plante Moran or Rolf relationship contacts.
The clinical consulting teams are comprised of:
Jane Belt, MS, RN, RAC-MT, Principal, Plante Moran
Jane has been involved with the long-term care industry for more than 38 years serving as a director of nursing, a clinical specialist and a nurse consultant. She has a master’s degree in nursing and is a Resident Assessment Coordinator Certified and a Master Teacher through the American Association of Nurse Assessment Coordination.

Mary Poplstein, RN, Healthcare Consultant, Rolf Consulting
Mary started her career as an acute care nurse, and has worked in long-term care for over 15 years. She has served varied roles, including a Director of Nursing for a not-for profit facility, a Regional Director of Clinical Services for a large national organization and as a consultant. Her experience equips her to provide regulatory and compliance insight to a wide variety of senior living and post-acute providers.

Brenda Sowash, MDS RAC-CT, BSN, RN, Healthcare Consultant, Rolf Consulting
Brenda has worked in the long-term care profession for over 28 years serving as Director of Nursing, administrator and consultant. Brenda’s experiences as a facility leader and multi-state consultant give her a unique perspective about the ever changing healthcare environment.

Judy Vogel, RN, Associate, Plante Moran
Judy has more than 36 years of nursing experience in long-term care. Prior to becoming a consultant, she was the director of nursing for 18 years in a large highly skilled facility in the Cincinnati area. Judy has developed and presented educational programs regarding certification compliance and clinical issues to long-term care providers, including all members of the interdisciplinary team.

About Plante Moran
Plante Moran is among the nation’s largest accounting, tax and consulting firms and provides a full line of services to organizations in many industries, with health care being among its largest client base. Plante Moran has a staff of more than 2,000 professionals in 21 offices throughout Michigan, Ohio, and Illinois with international offices in Shanghai, China; Monterrey, Mexico; and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.

About Rolf Consulting
Rolf Consulting is a specialized consulting entity that offers clinical and compliance services to long-term care, post-acute and senior living providers. From its offices in Ohio and Michigan, it serves clients across those two states and throughout the Midwest. Rolf Consulting is affiliated with Rolf Goffman Martin Lang LLP, which has dedicated its legal practice to the representation of healthcare providers since the mid-1980s. For more information, visit www.RolfConsulting.com.

 

Plante Moran hires consulting veteran to lead its strategy practice

Southfield, Mich. — Oct. 17, 2013 — Plante Moran, one of the nation’s largest public accounting and business advisory firms, announces that Daron Gifford, a management consultant and professional service provider with more than three decades of experience, has joined the firm as a partner to lead its strategy consulting practice.

“We are pleased to welcome Daron to Plante Moran. His versatile experience in manufacturing and the automotive sectors translates into high level strategic insights for our clients. He is an important addition to Plante Moran’s strategy consulting group, which serves clients seeking targeted options for future growth and diversification,” said Craig Thornton, Plante Moran group managing partner.

Gifford’s extensive experience in the automotive and manufacturing industries includes both operations and strategic management consulting with OEMs, suppliers, dealers and aftermarket service providers. His additional areas of expertise include commercial market and operational assessments, due diligence, restructuring, and business strategies for technologies in advanced vehicles, energy and environmental applications. Immediately prior to joining Plante Moran, Gifford was Managing Director and Treasurer of the Stellar Alliance Group in Troy, Mich., where he served as a senior adviser to the U.S. Department of Energy on the automotive industry. He was a partner in the global automotive consulting practice at A.T. Kearney from 2008 to 2011.

Gifford’s previous work experience also includes serving as a partner at KPMG from 2006 to 2008, where he led the firm’s automotive industry practice and focused on audit, tax and advisory services to OEMs, suppliers and dealer organizations. He was a partner at Deloitte from 1995 to 2003, where he led the global automotive consulting practice. Gifford began his career at General Motors, where he held roles of increasing responsibility in manufacturing management, process and industrial engineering.

Gifford holds an MBA from the University of Virginia Darden School of Business and a bachelor’s degree in Industrial Administration from General Motors Institute (now Kettering University). He is a member of the Society of Automotive Engineers, the Society of Manufacturing Engineers, the Engineering Society of Detroit, the Turnaround Management Association, the Association for Capital Growth and the Society of Automotive Analysts. Gifford also serves as chairman of the board of trustees for Notre Dame Preparatory School and Marist Academy in Pontiac, Mich.

About Plante Moran
Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante Moran has a staff of more than 2,000 professionals in 21 offices throughout Michigan, Ohio, and Illinois, with international offices in Shanghai, China; Monterrey, Mexico; and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.

Plante Moran’s Gordon Krater begins second term as managing partner

Southfield, Mich.— July 22, 2013 – Plante Moran, PLLC, one of the nation’s largest certified public accounting and business advisory firms, announces Managing Partner Gordon Krater, CPA, began his second four-year term effective July 1. Krater, the sixth managing partner in the firm’s history, initially took the helm of Plante Moran in July 2009 and will continue to serve until July 2017. Krater became managing partner during the darkest days of the recession, and guided the firm into a solid growth trajectory that includes the opening of a Detroit office in fall, 2013 and a significant merger with Chicago-based Blackman Kallick in July 2012.

“The last four years have brought immense challenges to the profession and the firm, but there have been opportunities for fine-tuning client service, growth of specialized services and new avenues for staff development and client engagement too, and those areas all remain an important part of my leadership focus moving into the next four years,” says Krater. “We’ve also gotten more deeply entrenched in our communities, with Plante Moran Cares outreach projects that put a firm-wide emphasis on critical areas of need, such as literacy, domestic violence and supporting our military, while strengthening our internal culture through these efforts as well.”

The new Detroit office of Plante Moran, which is slated to open fall 2013 and initially house 75 staff members, puts the firm in the heart of Downtown Detroit’s business resurgence, while attracting talent that wants to be part of a growing urban energy. The merger with Blackman Kallick, meanwhile, deepened Plante Moran’s capabilities in the Chicagoland market.

“Chicagoland, with its huge business base, continues to present tremendous opportunities for Plante Moran to share our industry expertise with middle market clients. While we have 21 offices in the Midwest and abroad, we are organized by industry specialization, and this is a strong selling point for prospective clients who want deep industry knowledge in addition to a conveniently located service provider,” notes Krater.

One of the firm’s continued areas of interest is private-equity owned companies.

“An estimated 48 percent of middle market companies are owned by private-equity firms and we are going to be even more aggressive in going after that niche. We understand middle market companies and know how to serve them. Client satisfaction surveys that consistently approach 99 percent approval ratings affirm that our middle market clients find the business advisory services they need to prosper when they partner with Plante Moran,” says Krater.

Krater adds that Plante Moran’s strong reputation in wealth management is another growth area. The firm’s Plante Moran Financial Advisors (PMFA) affiliate, with more than $8 billion of assets under management, was ranked ninth in May 2013 on Forbes’ list of “Top 50 Wealth Managers” (also known as “giants”). PMFA was also named the 16th fastest-growing regional investment advisory (RIA) firm; this was the first year PMFA made either list.

“Plante Moran Financial Advisors celebrated its 30th year in 2012 and its success has been astounding. Yet we believe there are numerous untapped opportunities to further grow this segment based on our team’s independent role in investment decisions and the trust we’ve earned from our clients over the past three decades.”

Reflecting on human resource developments, Krater counts firm culture, commitment to diversity issues and new strategies for developing and strengthening women’s leadership roles, including the firm’s new Women In Leadership initiative to help Plante Moran accelerate its ability to attract and retain women leaders, among his key interest areas.

“It’s the continual investment in our staff that pays the most dividends in the long run. I don’t ever want to lose sight of that,” said Krater.

About Plante Moran:Plante Moran (www.plantemoran.com) is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting and wealth management services. Plante Moran has a staff of more than 2,000 professionals in 21 offices throughout Illinois, Michigan and Ohio, with international offices in Shanghai, China; Monterrey, Mexico; and Mumbai, India. Earlier this year, the firm was named to FORTUNE magazine’s list of the “The 100 Best Companies To Work For” for the 15th consecutive year. Plante Moran was ranked #25 on this year’s FORTUNE list.

# # #