Tom Kurimura Joins Plante Moran’s Japanese Business Services Practice

Southfield, Mich., March 17, 2015 – Plante Moran, one of the nation’s largest public accounting and business advisory firms, is pleased to announce that Tom Kurimura, CPA, has joined the firm as a partner in its Japanese business services practice.

Kurimura specializes in providing audit and business consulting services to Japanese companies in a variety of industries, including automotive, manufacturing, consumer and industrial electronics, and trading.

“We are pleased to welcome Tom to Plante Moran. His versatile experience in multiple industries will be invaluable to the firm and its clients,” Yusuke Kuramochi, Japanese business services practice leader for the firm, said.

Plante Moran’s Japanese business services practice includes a team of English- and Japanese-speaking CPAs accredited in both the United States and Japan. With more than 15 years of experience serving Japanese-owned businesses operating in the United States, Plante Moran has become a market leader for audit, international tax planning, and business advisory services for Japanese transplant companies.

Prior to joining Plante Moran, Kurimura served as a partner in charge of the Midwest area at Hotta Liesenberg Saito LLP, assisting Japanese clients in the manufacturing industry with audit and consulting services related to internal controls, performance improvement, and financial analysis to aid management with critical decisions.

Kurimura holds a Bachelor of Arts degree in economics from Coe College and a Master of Arts in international economics and finance from Brandeis University. He is a member of the American Institute of Certified Public Accountants and is fluent in Japanese.

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 the following industries: manufacturing and distribution, financial institutions, service, health care, private equity, public sector and real estate and construction. Plante Moran has a staff of more than 2,000 professionals in 23 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 Named to FORTUNE’s list of “The 100 Best Companies to Work For®” 17 years in a row

Southfield, Mich. – March 5, 2015 – Plante Moran, one of the nation’s largest certified public accounting and business advisory firms, has been named to FORTUNE Magazine’s list of “100 Best Companies to Work For” for the 17th consecutive year.

The full list, which was announced today, ranks Plante Moran 29 and will appear in the March 15 issue of FORTUNE Magazine (www.fortune.com). Plante Moran has been named to the prestigious list each year it has applied.

With offices throughout Michigan, Illinois and Ohio, and in Mexico, China and India, Plante Moran remains a leader in attracting and retaining staff in the competitive professional services arena through progressive workplace programs and time-tested approaches.

“From its inception, Plante Moran has drawn the connection between exceptional client service and providing a caring and encouraging work environment,” said Gordon Krater, Plante Moran’s managing partner. “Our culture of mutual respect, trust, open communication and transparency results in lower staff turnover and deeper, more strategic relationships between staff and clients.”

Since 1999, the year Plante Moran first appeared on the FORTUNE list, the firm has tripled in revenue and doubled its number of staff. It’s also expanded from 17 offices to 23, including three international locations.

“It’s no coincidence that for the last 17 years the firm has experienced growth and success while remaining a mainstay on the FORTUNE list,” Krater adds. “The firm’s accomplishments are borne of a culture instilled decades ago by its co-founder, Frank Moran.

“Frank was looking to create something more than year-to-year success; he was looking to create a sustainable organization. And the foundation of a sustainable organization? A great culture.”

Plante Moran has a 90-year tradition of being “relatively jerk-free” and of caring about its clients, staff and community. It’s built on foundational principles such as:

  • One-firm firm, a “we’re all in this together philosophy” eliminating competing office-level profit centers. As a result, clients get access to the best resources, regardless of geography
  • Optimizing vs. maximizing, putting people and a long-term view before profitsDoing the right thing for the right reasons

To view the full list, along with information on each of the companies included, visit http://fortune.com/best-companies/2015/.

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 23 offices throughout Illinois, Michigan and Ohio, with international offices in Shanghai, China; Monterrey, Mexico; and Mumbai, India. Plante Moran has local offices in the following cities:
• Michigan: Ann Arbor, Auburn Hills, Clinton Township, Detroit, East Lansing, Flint, Grand Rapids, Kalamazoo, St. Joseph, Southfield (three offices) and Traverse City
• Ohio: Cincinnati, Cleveland, Columbus and Toledo
• Illinois: Downtown Chicago (two offices) and Elgin

About Great Place to Work
Great Place to Work® is a global consulting and management training firm specializing in workplace excellence and development of high-trust organizational cultures. Its proprietary research tool, the Trust Index© Employee Survey, is taken by more than 10 million employees in 45 countries annually. Leading companies worldwide apply its model to increase the levels of trust across their organizations and drive business results. Annually, Great Place to Work® produces the annual FORTUNE 100 Best Companies to Work For® list and the Great Place to Work® Best Small and Medium Workplaces list.

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Plante Moran’s 2014 Innovation Survey finds strong link between culture and innovation-generated revenue

Southfield, Mich. – Nov. 10, 2014 – “Culture eats strategy for lunch,” goes the old business adage. It also sets the table for innovation, according to findings released today in Plante Moran’s 2014 annual Innovation Survey.

For its fourth survey, the firm asked more than 400 Midwest organizations whether culture was a catalyst for innovation. According to respondents, the overwhelming majority of whom were C-suite executives in manufacturing or professional service firms, a strong, positive culture is paramount for successful innovation and increased revenue because it supports one of the main drivers of innovation: employees.

“What we found at the highest levels is a group of organizations we refer to as ‘elite innovators,’ ” said Gordon Krater, Plante Moran’s managing partner. “Organizations in this tier saw revenue increase by 30 percent or more in the past one to three years due to innovation, which they cite as a vital component of survival.

“They also have the highest markers for a great corporate culture. The connection between culture and innovation is one Plante Moran has subscribed to for decades. This year’s Innovation Survey findings provide data-driven affirmation.”

Corporate strategy and employees with ideas drive innovation
Two factors, corporate strategy and employees with ideas, were defined as the top drivers of innovation by elite organizations. In contrast, those not in the top tier reported overall that the customer was the number one driver of innovation. As Henry Ford once said, “If I had asked people what they wanted, they would have said faster horses.”

Elite organizations acknowledge the customer is an important factor; however, they drive their innovation forward with a strong focus on corporate strategy and their employees. Specifically, these elite innovator organizations:
• Prioritize innovation strategy and leadership investment, with 60 percent having a research and development line item in their budget dedicated to innovation
• Used professional advice for space planning and design to promote a collaborative and open work environment and “free-range office mentality,” with easy access to executives
• Provide the tools, training and programs needed to support innovation; individuals challenge existing notions and create leading-edge ideas when given opportunities to learn and grow
When it comes to tapping employees for innovation, the elite tier had a striking advantage over organizations that didn’t increase revenue in the past three years due to innovation:
• 92 percent agreed employees consider it a great place to work – versus 63 percent in the no-innovation driven revenue group
• 96 percent said innovation is valued in the workplace – versus 46 percent in the no- innovation driven revenue group
• 96 percent said their employees genuinely believe the organization cares about them, their clients, customers and the community – versus 71 percent in the no- innovation driven revenue group
• 100 percent reported employees feel encouraged to come forward with new ideas – versus 71 percent in the no- innovation driven revenue group

Successful innovators cite recognition as the most effective form of incentive
Forty-two percent of elite organizations offer some form of incentive, such as recognition and monetary awards. These successful innovators are more likely to have a formal recognition program, including monthly or annual award ceremonies. Notably, when comparing this statistic with organizations that do not see increased revenue from innovation, only 13 percent offer employee incentives.

Innovation webinar to highlight three elite innovators
A complimentary Plante Moran webinar titled “Move Over, Culture. Make Way for Innovation” is scheduled for 2-3 p.m. on Dec. 5. It will feature three organizations known for their innovation and strong corporate cultures:
• Detroit-based Henry Ford Health System with CEO Nancy Schlichting,
• Napoleon, Ohio-based Automatic Feed with CFO Nathan Weaks
• Chicago-based ThoughtWorks with CEO Xia Guo

The trio will share best practices for creating a culture empowered to ignite innovation. Visit webinars.plantemoran.com to learn more or register for the webinar.

Plante Moran donated $5 to Camp Invention for every survey submitted. Created by the National Inventors Hall of Fame, Camp Invention is the only nationally recognized summer program focused on creativity, innovation, real-world problem-solving and the spirit of invention. Camp Invention is a program of the nonprofit organization Invent Now and has a partnership with the U.S. Patent and Trademark Office.

About Plante Moran
Celebrating its 90th anniversary in 2014, Plante Moran (www.plantemoran.com) is one of the country’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 22 offices and a staff of more than 2,000 professionals throughout Michigan, Ohio and Illinois, with international offices in Shanghai; 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.

Plante Moran announces fall 2014 webinar series on broad range of business, international and tax topics

Southfield, Mich. – Sept. 15, 2014 – Plante Moran‘s webinar series returns this fall with 13 new online sessions that focus on timely issues facing today’s business leaders. The 13 webinars (many of them will be delivered via video) cover a wide range of pressing topics related to end-of-year tax planning, technology, health care, ERP and global business services.

There is no charge to participate in the webinars, which are approved for Continuing Professional Education (CPE) credit. The fall webinars include:

ERP selection on the horizon? Think twice before doing it yourself
Tuesday, Oct. 7; 2-3 p.m. EDT

Ready for a new enterprise resource planning system? There are a number of critical factors to take into consideration when selecting and implementing an ERP system. For example, it’s important to understand this decision isn’t just about technology – it’s about people and processes as well.

Today’s global atmosphere – Are you fully informed to operate abroad?
Wednesday, Oct. 15; 2-3 p.m. EDT

Operating globally means contending with complexities, uncertainties and constant change. Whether an organization is thinking about or is currently operating outside of the United States, success abroad depends on staying informed of key issues, trends, best practices and strategies – everything from taxes and employee issues to minimizing risk and optimizing opportunities.

Just because you don’t talk about it doesn’t mean it’s not happening
Wednesday, Oct. 22; 2-3 p.m. EDT

The threat of fraud exists across every industry and within all areas of an organization; and the risks go far beyond potential financial loss. Fraud could compromise customer data and negatively impact a business’ reputation. Don’t become another statistic by waiting for fraud to occur.
Predictive analytics: It’s the intervention that matters
Wednesday, Nov. 5; 2-3 p.m. EST
Predictive analytics is the practice of extracting information from existing data sets in order to identify patterns that might predict future outcomes and trends. It is at the peak of its hype cycle in health care, but is it really “the next big thing”? Or is it being oversold?

Plante Moran experts will explore these questions, the concepts of predictive analytics, the use of predictive analytics in national intelligence settings and how these same concepts and technology can be applied to health care.

2014 Year-end tax planning: This time it’s personal
Monday, Nov. 17; 10-11 a.m. EST

Join Plante Moran’s personal tax specialists as they discuss 2014’s top year-end tax planning tips. From Medicare surtaxes and Alternative Minimum Tax (AMT) triggers, to estate and gift planning and a variety of strategies to lower an individual tax bill, the Plante Moran experts will help formulate a plan for 2014 and beyond.

Countdown to 2015: Year-end tax strategies for 2014 and beyond
Monday, Nov. 17; 2-3 p.m. EST

Join the Plante Moran tax specialists as they count down the top year-end tax strategies for 2014 and beyond. From health care reform and fixed asset planning, to opportunities for employee compensation and uncertain tax positions, this webinar offers something for everyone. The webinar also covers hot state and local tax issues.

To register for the Plante Moran webinars, or for information on the other seven webinars, please visit www.webinars.plantemoran.com.

About Plante Moran
Celebrating its 90th anniversary in 2014, Plante Moran (www.plantemoran.com) is one of the country’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 22 offices and a staff of more than 2,000 professionals throughout Michigan, Ohio and Illinois, with international offices in Shanghai; 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.

Plante Moran Announces the Election of 10 New Partners, Two Entity Members in Southeast Michigan

SOUTHFIELD, Mich., Aug. 19, 2014 – Plante Moran, one of the nation’s largest certified public accounting and business advisory firms, has elected 10 new partners and two entity members in southeast Michigan.

Kellie Becker, CPA, is based in Macomb, Mich., and is a member of the firm’s International Tax Services Group. She focuses on international tax compliance structuring and global transaction planning for multinational corporations. She holds a bachelor of science degree in accounting from Rochester Institute of Technology.

Lisa Cantu, CPA, is based in Auburn Hills, Mich., and serves as tax leader for the firm’s real estate and construction practice. She works with commercial and residential real estate entities, developers, home builders and construction companies. Cantu holds a bachelor of arts degree in accounting from Wayne State University.

Kellie Goines, CPA, is based in Detroit, and serves as leader of the office’s not-for-profit practice. She provides accounting, audit, tax and management consulting services to a variety of not-for-profit and religious organizations and also serves as a firmwide technical resource. She holds a bachelor of business administration and a master’s degree in accounting, both from the University of Michigan.

Pamela Hill, CPA, is based in Flint, Mich., where she serves on the governmental professional standards team as a technical resource, advising and auditing governmental entities. She also works with retail dealers and other service clients. She holds a bachelor of science degree in business administration from Wayne State University.

Dawn Jinsky, CPA, CFP®, is based in Southfield, Mich., where she leads the firm’s estate and business transition practice. She specializes in estate planning, wealth transfer and charitable planning, working extensively with family business owners on their transition plans. Jinsky holds a bachelor of arts degree in accounting and a master of business administration, both from Michigan State University.

Rachel Keller, CPA, is based in Southfield, Mich., where she is a member of the firm’s state and local tax team. Keller specializes in providing business and tax planning, consulting and compliance to middle-market businesses in the service industry. She holds a bachelor of business administration degree from the University of Michigan and a master of science in accounting from University of Notre Dame.

Robert Kouza, CPA, is based in Ann Arbor, Mich., where he specializes in providing business and tax compliance, planning and consulting services to private equity-owned and closely held companies in the service industry. He holds a bachelor of business administration degree in accounting from the University of Michigan-Dearborn.

Christa LaBrosse, CPA, is based in Detroit, and serves as a technical resource specialist for the firm’s service industry, working with clients in retail, high-tech, professional services and other service providers. She holds a bachelor of science degree in business administration from Wayne State University.

Ken Mason, CPC, is based in Southfield, Mich., where he has been elected an entity member with Plante Moran Cresa. He provides expertise in strategic planning, scheduling, logistics and management for large-scale programs in health care and corporate headquarters. Mason is a Certified Professional Constructor from the American Institute of Constructors and holds a bachelor of science degree in construction management from Ferris State University in Big Rapids, Mich.

Michele McHale, CPA, is based in Southfield, Mich., where she provides financial due diligence for a variety of business entities related to mergers, acquisitions and other transactions. She has a bachelor of business administration in accounting from Western Michigan University.

Mike Merkel, CPA, is based in Southfield, Mich., and serves as the southeast Michigan leader of the firm’s state and local tax practice. He has a bachelor’s degree in accounting from Michigan State University and a master’s degree in taxation from Walsh College.

Benjamin Smith is based in Southfield, Mich., where he has been elected an entity member with Plante Moran Cresa. He provides real estate investment advisory services to family offices, private capital companies and institutional investors. Smith holds a bachelor of arts with honors and a master’s degree in urban planning, both from the University of Michigan.

ABOUT PLANTE MORAN
Celebrating its 90th anniversary in 2014, Plante Moran (www.plantemoran.com) is one of the country’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 22 offices and a staff of more than 2,000 professionals throughout Michigan, Ohio and Illinois, with international offices in Shanghai; 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Plante Moran Unveils “New Ideas for Higher Education 2014-15”

Southfield, Mich., Aug. 14, 2014 – As college and university administrators welcome students back to campus,
Plante Moran has released “New Ideas for Higher Education 2014-15.”

The 28-page report taps into the expertise of several leading voices in higher education to explore some of their key issues, including accreditation, governance, shared services, technology transfer and consolidations. Told through a combination of Q&A and case studies, the report blends real-world experience with best practices to provide practical recommendations.

Plante Moran, one of the nation’s largest certified public accounting and business advisory firms, connected with the Higher Learning Commission, Central Michigan University, Oakland County Information Technology and Innovation Alliance to prepare the “New Ideas for Higher Education 2014-2015” report. “No one has to tell higher education leaders that times are changing,” writes Vicki VanDenBerg, Plante Moran practice leader for higher education. “Many institutions are struggling to control costs while maintaining enrollment. When student debt sits at an unprecedented $1 trillion, it is time to find ways to become more nimble and to change ‘business as usual.’

“Institutions must look for innovative solutions to modify legacy costs or divest obsolete programs that are failing to provide strong performance measures. True forward thinkers must look for alternative revenue streams and programs.”

“New Ideas for Higher Education” features extensive interviews and analysis on five major areas, including:
• Accreditation: J. Lee Johnson, a CPA and college administrator, notes that the accreditation process has changed significantly over the past 15 years since he became actively engaged as a peer reviewer with the Higher Learning Commission of the North Central Association. The advent of MOOCs – massive open online courses – along with distance learning, unbundling the role of faculty, the rise of the for-profit model and changing patterns of participation have conspired to fundamentally change the way that colleges and universities face the accreditation process. While Johnson, a senior vice president of business and finance at Siena Heights University, suspects a national accreditation process could be in the future, he doesn’t see the current peer review model going away – just giving rise to new metrics and standards.
• Governance boards: As a peer reviewer, Johnson knows that in order to understand an institution, he needs to look at their board minutes to see if they are setting the right direction, asking the right questions and understanding the mission. He points to a list of 10 habits of highly effective boards created by Richard Legon, president of the Association of Governing Boards of Universities and Colleges, that advise creating a culture of inclusion, upholding fiduciary principles, considering strategic risk factors and focusing on accountability as tools for success.
• Shared services: Phil Bertolini is a big believer in the power of shared services. As chief information officer and deputy county executive of Oakland County, Mich., he has seen firsthand the power – and the cost savings – inherent in the shared-services model and encourages colleges and universities to explore the possibilities. Bertolini says that higher education leaders should inventory what services they have and evaluate what they need from a cost-benefit perspective as they begin the process. He recommends they also evaluate their team, determine if they have a realistic plan and develop a governance process. “Governments learned a very important lesson during the lean years and, rather than going back to the old days, they are learning to work with less and get more done,” Bertolini says. “With student debt reaching epic proportions in our country, it is only a matter of time before higher education institutions are challenged with looking at shared services as a critical cost-saving measure.”
• Commercialization and technology transfer: While colleges and universities have been increasingly engaged with technology transfer for the past three decades, Tom Harper says that there are several key strategies that will allow them to be faster and more efficient at the process. A senior manager in Plante Moran’s restructuring, operations excellence and supply chain management consulting practice, Harper says that institutions need to be aware of industry-specific commercialization requirements, such as quality systems in the development of medical devices, on the front side of technology transfer programs. Harper also recommends becoming an easy-to-work-with partner, creating a culture of entrepreneurship and communicating effectively.
• Consolidation: To merge or not to merge remains an increasingly important question for higher education leaders. While many focus on the numbers, Plante Moran says there are other factors to consider when looking at consolidation, including the difficulty of merging two different missions and cultures without alienating constituents in either community. Perhaps equally as important is defining a new, consolidated brand that respects institutional history while creating a unique position in the market.

“While no one has a crystal ball, it isn’t hard to see that a revised business model for higher education might include partnerships with other institutions – even those outside of academia,” VanDenBerg says. “There are certainly many arguments for and against running a higher education institution like a business, but most would agree that with today’s constrained resources, there’s an urgent need for more communication and idea sharing among diverse stakeholders, including faculty, staff, administrators and trustees.”

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 the following industries: manufacturing and distribution, financial institutions, service, health care, private equity, public sector and real estate and construction. 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 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 to Provide ERP Implementation Services for Epicor ERP version 10 as a Member of the Epicor Inspired Partner Network

SOUTHFIELD, Mich., July 16, 2014 — Plante Moran, one of the nation’s largest public accounting and consulting firms, today announced its support for the latest version of the next-generation Epicor enterprise resource planning (ERP) solution, Epicor ERP version 10, which became generally available in April 2014.

With Epicor ERP version 10, Epicor delivers a technology that is twice as fast, four times as scalable, and requires half of the previous hardware. Epicor ERP version 10 was designed based on today’s business need for flexibility, device accessibility, performance, collaboration, ease-of-use, and quality. The five guiding principles for the new release of Epicor ERP are collaboration, choice, responsiveness, simplicity, and mobility. “Today, businesses want ERP solutions that are easy to use, that their employees can become productive with very quickly, and that deliver high performance and scalability. Epicor ERP version 10 delivers that and more. The result is an inspired solution that changes the end user’s relationship with ERP to drive growth and opportunity throughout their business,” says Matt Bauer, director, channel sales, ERP Americas for Epicor.

With the rollout of Epicor ERP version 10 certification, Plante Moran has joined the comprehensive training program from Epicor University providing a full suite of education courses to have their team of specialists certified. As part of the Epicor Inspired Partner Network, Plante Moran will help meet the growing need among manufacturing organizations for a scalable and flexible business management solution. The industries Plante Moran will consult with Epicor on include industrial, aerospace and defense, and life sciences manufacturers.

“Plante Moran shares our vision to deliver innovative solutions that address critical business needs for our customers across industries,” says Bauer. “Through our relationships with companies like Plante Moran, we expand our industry expertise and implementation support to bring added-value to our Epicor ERP customers worldwide.”

John Lumpkin is a principal within Plante Moran’s ERP practice and is team lead for providing Epicor services. With more than 20 years of experience, Lumpkin helps companies harness the power of their data and information systems to better manage supply chain complexities.

About Epicor Inspired Partner Network
The Epicor Inspired Partner Network provides a solid foundation for partners committed to excellence and customer satisfaction. Epicor provides a comprehensive sales, marketing and support program that offers its channel partners significant opportunities to grow their businesses in key industries—manufacturing, distribution, retail, hospitality and services—backed by award-winning Epicor solutions, support and professional services. More than 400 value-added resellers and authorized consultants participate in the Epicor Inspired Partner Network worldwide. For more information on this program and the three-tiered partner incentive program, send e-mail to partnerinfo@epicor.com.

About Epicor Software Corporation
Epicor Software Corporation is a global leader delivering inspired business software solutions to the manufacturing, distribution, retail and services industries. The Company’s headquarters are located in Austin, Texas, with offices and affiliates worldwide. For more information, visit www.epicor.com.

About Plante Moran
Southfield, Mich.-based Plante Moran is among the nation’s largest accounting, tax and consulting firms and provides a full line of services to organizations in the following industries: manufacturing and distribution, financial institutions, service, health care, private equity, public sector and real estate and construction. Plante Moran has 22 offices and a staff of more than 2,000 professionals throughout Michigan, Ohio, and Illinois with international offices in Shanghai; 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 and Automation Alley to host Toast + Tech Talk series

Southfield, Mich. – June 18, 2014 – Plante Moran, one of the nation’s largest certified public accounting and business advisory firms, has announced it will host a four-part breakfast series with Automation Alley entitled ‘Toast + Tech Talk’. The series will focus on business topics related to the technology industry to help growing companies develop the framework and tools necessary to continue to compete and be successful in the space.

“Growing technology companies are usually led by entrepreneurs who have an abundance of good ideas and the drive to realize them,” Brian Langham, partner and co-leader of Plante Moran’s technology consulting practice said. “However, these dynamic companies face tremendous competition and sustaining growth requires a combination of tech savvy and strong business skills. This series with Automation Alley will help technology-focused organizations break through business and talent barriers to position themselves for success.”

Cynthia Hutchison, Automation Alley director of member relations, said the organization is pleased to partner with Plante Moran to bring value to its members.

“We have a multitude of promising tech companies looking for broad business insight from industry experts,” Hutchison said. “Plante Moran’s track record as a business advisor to the technology industry makes them the perfect partner to lead this series.”

Each session will feature a strolling breakfast, networking and a panel discussion with varying industry experts.

• Tuesday, July 29: Business Basics for Growing Firms – What you need to know to succeed
7:45 a.m. – 9:45 a.m.
Location: Plante Moran’s Detroit office – 1098 Woodward Ave., Detroit
Panelists: Plante Moran and Honigman

• Tuesday, Aug. 26: Surefire Ways to Attract, Retain and Motivate Talent
7:45 a.m. – 9:45 a.m.
Location: Detroit Athletic Club – 241 Madison Ave., Detroit
Panelists: Strategic Staffing Solutions

• Tuesday, Sept. 23: Driving Growth and Delivering Value – Strategies to Maximize your Firm’s Worth
7:45 a.m. – 9:45 a.m.
Location: Plante Moran’s Detroit office – 1098 Woodward Ave., Detroit
Panelists: Detroit Venture Partners, Hitachi Business Finance, Silicon Valley Bank

• Tuesday, Oct. 28: Grow from Entrepreneur to Strategic Business Leader
7:45 a.m. – 9:45 a.m.
Location: Grand Circus Detroit – 1570 Woodward Ave., Detroit
Panelists: Clark Hill, Inforum, Michigan State University Broad College of Business, Institute for Entrepreneurship & Innovation

To register for Toast + Tech Talk series, please email techtalk@plantemoran.com.

About Automation Alley
Automation Alley is a technology business association and business accelerator dedicated to growing the economy of Southeast Michigan and enhancing the region’s reputation around the world. Automation Alley offers talent and business development programs and services to tech-focused businesses of all sizes — from startups to large corporations — to help them grow and prosper. Learn more at http://www.automationalley.com/.

About Plante Moran
Celebrating its 90th anniversary in 2014, Plante Moran (www.plantemoran.com) is one of the country’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 22 offices and a staff of more than 2,000 professionals throughout Michigan, Ohio and Illinois, with international offices in Shanghai; 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.