RPGCC announces the appointment of Adam Thompson as Private Client Tax Partner, alongside the promotion of Anand Chandarana to Corporate Tax Partner.

RPGCC Tax Advisory Services

These strategic moves reflect RPGCC’s continued investment in delivering high-quality, specialist tax advice and strengthening our comprehensive client offering across both private and corporate sectors.

Adam brings nearly twenty years of experience in the tax field, having worked in a variety of environments including boutique tax advisory firms, large regional accountancy practices, and international wealth management firms. His expertise spans private client tax strategy, estate and trust planning, and cross-border issues, making him a valuable addition to RPGCC’s growing Private Client Services team.

Anand, who has been with RPGCC since 2024, has played a key role in supporting a diverse portfolio of corporate clients. His promotion to Partner reflects his deep technical knowledge, client-focused mindset, and leadership in delivering complex corporate tax solutions across a range of industries.

Together, Adam and Anand bring complementary strengths that will allow RPGCC to further enhance its tailored tax advisory services and deepen relationships with both individual and business clients.

RPGCC Leadership

Paul Randall, London Managing Partner at RPGCC, comments, “We’re delighted to welcome Adam to the firm and to recognise Anand’s outstanding contributions with this well-deserved promotion. These appointments mark an exciting step forward as we continue to strengthen our tax leadership and provide an even more robust, holistic service to our clients. Both Adam and Anand bring exceptional expertise, and we’re confident they will play a pivotal role in driving our growth strategy forward.”

As RPGCC continues to evolve its tax offering, these leadership developments highlight the firm’s commitment to nurturing talent and meeting the increasingly sophisticated needs of its clients.

For inquiries, please contact:
Kay Merryman, Head of Marketing, RPGCC, 40 Gracechurch Street, London, EC3V 0BT – kmerryman@rpgcc.co.uk

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Taylor Adams, CPA, has been promoted to Audit Senior Manager at our Gainesville office. Taylor joined the firm in 2021 and earned her Master of Accountancy and Bachelor of Science in Business Administration from Auburn University.

Chantelle Davis has been promoted to ACS Manager at our Gainesville location. A member of the firm since 2021, she holds a Master of Accounting from Florida Atlantic University and a Bachelor of Science in Accounting from Santa Fe College.

Andrew Ferguson, CPA, has been promoted to Audit Senior Manager at our Tallahassee office. He began his James Moore career in 2018 and received his Bachelor of Science in Accounting from Florida State University.

Curtis (CJ) Leonard, CPA, has been promoted to ACS Senior Manager at our Tallahassee office. CJ has been with the firm since 2013. He holds a Bachelor of Science in Accounting from Flagler College and a Bachelor of Science in Finance from Florida State University.

Logan Nix has been promoted to Audit Manager and is based in our Tallahassee office. A member of the firm since 2020, he earned a Bachelor of Science in Accounting from Flagler College.

Bryant Rafferty, has been promoted to Audit Senior Manager at our Gainesville office. Bryant joined James Moore in 2019. He holds a Bachelor of Science in Accounting from the University of Florida.

Jennifer Shafer Pendarvis has been promoted to ACS Senior Manager. She joined the firm in 2020 and is based in our Tallahassee office. Jennifer received her Master of Business Administration from Nova Southeastern University and a Bachelor of Science, Health and Exercise Science from Oral Roberts University.

Beth West, CPA, has been promoted to Audit Manager in our Gainesville office. Beth has been with the firm since 2023. She earned a Master of Accounting and a Bachelor of Arts in Accounting from the University of Northern Iowa.

James Moore, founded in 1964, is a consulting firm that helps organizations across the United States meet their operational and financial goals. The firm offers tax, auditing and accounting and controllership services to its clients, along with comprehensive support in human resources, technology, digital solutions and wealth management. James Moore’s team is comprised of seasoned professionals with decades of experience in their respective fields. The firm serves industry leaders in construction, healthcare, higher education and collegiate athletics, manufacturing, state and local government, non-profit and real estate sectors. Learn more at www.jmco.com.

CONTACT:

Stacy Dreher
Chief Growth Officer
5931 NW 1st Place
Gainesville, FL 32607
(352) 378-1331
Stacy.Dreher@jmco.com

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The two events brought together over 120 participants from both AGN and Nexia, offering a valuable opportunity to connect, exchange ideas, and further strengthen the collaborative relationship between the two associations in the region.

The meeting kicked off on the evening of 9 July with a traditional Thai welcome dinner, offering a relaxed atmosphere for attendees to get to know one another while experiencing the city’s culture. 

Learning and Growing Together

Thursday’s programme began with an AGN-only session, featuring a thought-provoking panel discussion on sustainability management, moderated by Kevin Bae and Tim Suryanata of Calibre Business Advisory (Australia and Singapore). Panellists from China, India, Indonesia, and New Zealand shared insights on in-demand services and key aspects of capability management across various jurisdictions. 

Andrew White from Ashfords, Australia, shared inspiring insights from the AGN Talent Secondment Programme, highlighting the benefits of cross-border collaboration through staff exchanges with Ballards LLP in the UK. 

Malcolm Ward, AGN Global CEO, and Mireia Rovira, AGN Director of Brand and Member Value, then led an engaging session on “Calibrating Your International Business Strategy.” They introduced key concepts to build international business strategy, highlighting some of the tools and resources available to members. This was followed by a workshop to discuss practical strategies and challenges in smaller groups.

Later in the day, delegates experienced some of Bangkok’s iconic culture, visiting Wat Arun (Temple of Dawn) and Wat Pho (Temple of the Reclining Buddha), followed by a memorable dinner aboard the Horizon Cruise on the Chao Phraya River—enjoying five-star cuisine with stunning views of the city at night. 

Sharing Experiences and Building Value

Friday morning began with a breakfast discussion for women from AGN Asia Pacific firms, creating a supportive space to exchange stories, challenges, and successes. The session also aimed to guide firm leaders on how to attract, retain, and promote talent by understanding and embracing the unique challenges women face in the profession.

The half-day conference began with opening remarks delivered by Nexia’s APAC Chair, Krupal Kanakia, and AGN’s APAC Chair, Greg Cusack, then continued with updates on our collaborative alliance presented by Nexia’s CEO Matthew Howell, and AGN’s Global CEO Malcolm Ward. Delegates then dived into two key sessions: Nexia presented about Talent Management, focusing on career development frameworks, and AGN team focused on Building Value to Firms, showcasing the approach on member value with focus on the Technology space, in context with the transformation of the competitive space. A quick assessment showed how firms rated priorities on this area.

After lunch, some AGN delegates joined an optional tour to explore Ayutthaya—Thailand’s former capital and UNESCO World Heritage Site. The tour included a visit to the Elephant Palace & Royal Kraal to learn about the cultural importance of elephants, a guided walk, through Ayutthaya Historical Park, and concluded with a scenic dinner at Grand Chaopraya Riverside Dining. 

“I’ve been a member of AGN for almost ten years. One of the key takeaways from this year’s conference was the importance of focusing more on international business — something that really stood out to me during Malcolm and Mireia’s session. This is also my second conference attended alongside Nexia members. It was great to reconnect with some I met last year and meet new ones. I really enjoyed connecting with them.”

Manoj Chawla – KNM, India

“It’s been a great experience to be part of the 2025 Asia Pacific Regional Meeting in Bangkok. I really enjoyed the sustainability management panel discussion on Thursday morning. I learned a lot, especially about regional collaborations and the challenges in the region. I’m going home with great memories.”

Yun Shan (Sandy) Lin, CPA at EnWise CPAs & Co, Taiwan

A Meaningful Gathering for the Region

The AGN Asia Pacific Regional Meeting 2025 blended insightful professional discussions with rich cultural experiences, helping members strengthen their connections and discover new ideas to support growth and collaboration across borders.

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A Warm Welcome to Warsaw

The meeting began on Thursday evening with a relaxed networking cruise along the Vistula River, offering attendees panoramic views of the Warsaw skyline in summer light. The friendly atmosphere was immediately evident, with many participants reconnecting after some time apart. The informal setting helped to ease into meaningful conversations and re-establish personal connections – a hallmark of AGN events.

Focused and Forward-Looking: The Technical Program

Friday featured a full day of technical sessions tailored to current challenges and opportunities in cross-border professional practice. Topics included:

• Insuring tax risk
• Exit tax regulations across EU jurisdictions
• The ESG Act: current legal status and implementation
• Setting up a subsidiary in Poland and comparative EU holding structures
• VAT treatment of e-commerce transactions and the legal framework for implementing VIDA

The day opened with a video address from AGN CEO Malcolm Ward, who provided a strategic update on the organisation’s global priorities and member initiatives.

A Cultural and Collaborative Experience

On Friday evening, attendees visited the historic Koneser Vodka Distillery, where they enjoyed a guided tour, tasting experience, and a short film produced by JRD Tax exclusively for the event. The program also included a talk on the Polish economy, a themed quiz, and a formal dinner at one of Warsaw’s top restaurants – an ideal setting for continued discussion and camaraderie.

On Saturday, those remaining took part in a guided tour of Warsaw’s Old Town, with time to explore its heritage sites and charming local streets. The cultural program added a deeper appreciation for the city and gave members more space to connect beyond the meeting room.

Shared Purpose and Lasting Value

The organisers extend their sincere thanks to all who participated, noting the high level of engagement, openness, and expertise shared across the weekend. The event reflected AGN’s ongoing commitment to building strong professional relationships, staying ahead of technical developments, and embracing the distinctiveness of its members.

Participant Reflections

“I would like to thank Tomasz and his colleagues for organising the AGN meeting in Warsaw. It was a very interesting meeting of German-speaking members of our association.”

— Martin Felenda, Partner, Schaffer & Partner, Prague

“Tomasz and his team at JRD did a great job hosting the German-speaking meeting of AGN in Warsaw. Great content, excellent speakers – and best of all, you felt the heart of the great people of Poland. It felt like home to me. Looking forward to our next exchange.”

— André Marius Le Prince, Partner, WLP GmbH, Hamburg

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Bridging Generations, Building Unity

The 2025 Excellent+NextGen event launched with a standout intergenerational session, “Bridging the Generational Gap: How Can We Better Co-Exist?” This engaging workshop invited participants to examine—and laugh about—their generational quirks, from Gen Z’s digital-native instincts to Gen X’s just-get-on-with-it mindset. Through collaborative exercises, attendees uncovered ways to bridge generational divides and harness diverse perspectives for better team cohesion and stronger client service.

A lively evening activity and informal dinner provided time for deeper conversations among peers of all experience levels.

NextGen Track: Equipping Emerging Leaders

Friday’s NextGen Track began with a focused ESG Update, providing insights on the latest developments in sustainability reporting and regulation. Participants then dove into Advisory Development, analysing a strategic case study from the perspective of younger professionals and applying the Kotter change management framework to envision a future-ready firm.

In the afternoon, Elevating Digital Maturity encouraged NextGenners to assess their firm’s current digital standing and explore practical tools and strategies for technology adoption and innovation. The day concluded with a look at IT Audit and Financial Integrity, reinforcing the importance of strong digital governance across all service lines.

“The NextGen Track was really interactive—it gave us not just updates on ESG and tech trends, but a chance to apply real-world frameworks like Kotter’s to imagine how we can shape more agile and innovative firms. The sessions on digital maturity and IT governance were especially valuable in connecting strategy with practical action. The real discovery was learning the differences between what was important to our generation in comparison to our firm partners generation.”

Jasmin Weckerle, Tax Advisor, Wirtschaftstreuhand, Germany

Firm Leader Track: Strategic Vision for NowGen

Firm Partners followed a parallel Firm Leader Track, beginning with an AGN Update before delving into their own version of Elevating Digital Maturity. The session provided high-level strategic insight into how firms can strengthen their digital capabilities and remain competitive in an evolving market.

Later, during Advisory Development 2, Firm Leaders were briefed on the strategic decisions made by their NextGen counterparts earlier in the day. Using the same case study, NowGen teams tackled practical implementation challenges—finance, delivery, and change management—highlighting the value of intergenerational dialogue in shaping advisory success.

The track concluded with an ESG Update for NowGen, where leaders explored how emerging regulations will affect firm operations and client advisory.

“Focused topics, some considered to be the ‘elephant in the room’, such as generational issues addressed and navigated in practical rather than conceptual means to equip us delegates to navigate these issues .”

Steve Johnson, Head of Audit – Partner, RPGCC, UK

Andy Bewick, Partner at Ballards LLP commented, “I’ve really benefitted from relevant content, digital maturity, ESG and the interaction with NextGen from other EMEA firms has been a refreshing addition to the conference.”

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The Georgia Titan 100 program highlights the most accomplished business leaders across a range of industries, selected based on criteria that include exceptional leadership, vision, and passion.

As CEO and Managing Partner of Windham Brannon, a leading accounting and advisory firm based in Atlanta, Heidi exemplifies the values that define the Titan 100. Her visionary leadership has not only propelled Windham Brannon to new levels of growth and innovation but also made a lasting impact on the broader business and professional services community in Georgia.

The Titan 100 are recognised for more than just professional success—they are celebrated for shaping the future of their industries and communities through bold decisions, strategic foresight, and a clear commitment to excellence. Heidi’s inclusion on this prestigious list is a powerful affirmation of her contributions and a reflection of the calibre of leadership within the AGN association.

Team members from Windham Brannon attended the 2025 Titan 100 celebration event in Atlanta, joining fellow honorees and leaders from across the region. It was an inspiring evening filled with shared accomplishments and forward-looking ideas—reinforcing just how valuable it is to have leaders like Heidi setting the pace for the profession..

We extend our heartfelt congratulations to Heidi on this well-deserved recognition. Her leadership continues to inspire not only her team at Windham Brannon but also fellow AGN members around the globe. We’re proud to count her among our own.

About Windham Brannon

Windham Brannon is a full-service accounting and advisory firm headquartered in Atlanta, GA, offering a wide range of services to businesses and individuals. With more than 60 years of experience, the firm has built a strong reputation for its expertise in advisory, assurance, tax, and industry-specific solutions. Windham Brannon prides itself on its collaborative work environment, commitment to client service and the professional development of its team members.

For more information about Windham Brannon’s, visit www.windhambrannon.com.

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The award was announced, along with other recipients of the 2025 Marketing Achievement Awards, during the association’s annual summit in Phoenix, AZ. The team competed against marketing departments from several nationally known firms for the honor.

The James Moore marketing team was recognized for their efforts to better reach the construction industry, including monthly newsletters, long-form guides, a webinar campaign and more. The results of their work included a 231% increase in web traffic to construction-related content and a top five Google ranking in organic search for select keywords. Additionally, digital marketing efforts became the second biggest source of new business for clients in the industry.

“At James Moore, we’ve always believed in the importance of innovation and forward-thinking growth strategies,” said firm CEO Suzanne Forbes. “Our marketing department’s work in this vein shows how a robust digital foundation can drive sustainable growth. We’re incredibly proud of their achievement!”

The AAM is a national association that provides education, community and resources for accounting firms, CPAs, consulting firm marketing and sales professionals, partners, firm administrators and representatives of businesses offering products and services to the accounting industry and marketing professionals.

James Moore, founded in 1964, is a business consulting firm with offices in Daytona Beach, DeLand, Gainesville, Ocala and Tallahassee, Florida. The firm specialises in providing tax, auditing, accounting and controllership, data analytics, human resources, technology and wealth management services to clients nationwide.

CONTACT:

Stacy Dreher
Chief Growth Officer
5931 NW 1st Place
Gainesville, FL 32607
(352) 378-1331
Stacy.Dreher@jmco.com

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Forbes Best-in-State CPAs

The Forbes Best-in-State CPAs list was developed in collaboration with market research firm Statista. The rankings are based on peer recommendations, client feedback, industry experience, and professional achievements. The goal is to spotlight individuals who are not only highly respected within the accounting profession but also deeply involved in their communities and trusted by clients for their guidance and service.

This year’s AGN honourees represent a wide geographic and service range, showcasing the depth and diversity of talent within the AGN membership:

• Brian Stetina, Partner – Faw Casson
• Craig Chaney, CEO – Brock
• Daniel Prendergast, VP Assurance – Meaden & Moore
• Heidi LaMarca, CEO – Windham Brannon
• Jeff Brovet, Audit Partner – TJT
• Jana Broussard, Officer/Shareholder – Henry & Peters
• Justyna Mueller, Partner – James Moore
• Kathleen Centlivre, Shareholder – A&G
• Lance Weiss, Owner – SFW Partners
• Leah DeGregorio, Managing Partner – Hoffman Stewart and Schmit
• Michelle Buckley, Vice President – Meaden & Moore
• Rebecca Turner Maquet, Managing Director – DHJJ
• Richard Rekdal, CEO – Rekdal Howard Hopkins
• Scott Eisner, Partner – Ascend
• Scott Gilmore, Managing Partner – Ascend
• Suzanne Forbes, CEO – James Moore
• Tomika Bullet, Principal – Windham Brannon

These professionals exemplify the excellence and leadership that define AGN’s global membership. Their recognition by Forbes not only celebrates individual achievement but also reinforces the strength and integrity of the AGN network.

“This honour reflects the excellence and professionalism of the people who make up our association,” said Malcolm Ward, Global CEO. “Each of these individuals represents the highest standards in accounting and professional service.”

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Ballards LLP, a leading accounting firm based in Birmingham and Worcestershire, is taking part in a reciprocal international talent secondment programme by capitalising on being part of AGN international, a global association of accounting and advisory firms.

Talent Secondment Benefits – Secondee Perspectives

This fantastic perk means employees can practice their skills in different counties while building relationships overseas. The knowledge and connections this brings will also help Ballards LLP meet the needs of clients that are part of international groups, a growing area for the firm.

A Ballards LLP team member will be travelling to Australia later this year to take part, while this month Ballards is hosting for the first time. Tom Roscrow, Audit and Accounts Senior from Ashfords Accountants in Melbourne, Australia, has been actively integrating with the UK firm to gain international experience and bring fresh ideas back to his home firm. He’s also noting cultural similarities and differences between accounting practices in both countries.

Tom said, “being able to see how other firms approach their work, the environments they create within their teams and the workplace gives me a different point of view. The culture is very similar to the UK, especially the team dynamics that everyone is trying to create. Inclusiveness, open communication from top to bottom. Two of the company key values are the same as ours.”

Tom observed that despite being on opposite sides of the world, the workplace cultures share remarkable similarities but there are some differences. “Hotdesking has been the biggest surprise. The managers and partners back in Australia have their own offices, though it’s still open plan with an open-door policy. Another noted similarity I’ve seen is that in department meetings everyone from partner down to the junior would be in it.”

But the secondment offers more than just work insights. “I’ve never been to Europe before, so being able to travel and work at the same time was a strong factor in taking this opportunity. Plus, the weather is something I’d known about and was welcoming the change due to me hating the heat!” added Tom.

Tom hopes to bring back insights on technology adoption to his Australian team and is focused on developing his understanding of how different firms and teams approach their engagements, including navigation of applicable regulations and standards.

Talent Secondment Benefits – Firm Partner Perspectives

Andy Bewick, Partner at Ballards LLP who facilitated the secondment through the firm’s AGN membership, commented:

“International secondments like Tom’s are invaluable for both organisations. They create a cross-pollination of ideas and practices that strengthens our global association while providing talented professionals with broader career development opportunities. Tom has brought a fresh perspective to our team, and we’re confident he’ll return to Melbourne with insights that will benefit Ashfords. This exchange exemplifies our commitment to our employees, our vast offering to clients and the collaborative spirit which is at the heart of our AGN membership.”

Talent Secondment Initiative

This international exchange remains central to AGN’s commitment to professional growth, fostering cross-border knowledge sharing and strengthening relationships between member firms worldwide.

AGN members face an unprecedented challenge in staying ahead of their competition and living up to market expectations. At AGN, we refer to these matters as “The Member Agenda”. Click here to learn more.

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The event brought together industry leaders, experts, and early-career professionals to discuss practical strategies to support gender equality in accounting firms. 

With over 200 participants, over two sessions to accommodate global time differences, the event focused on key issues surrounding gender parity in the accounting sector. While nearly half of all qualified accountants are women, only 20% occupy senior leadership roles — a stark reminder of the need for deliberate, strategic change.

According to data from the World Economic Forum, full gender equality is projected to take until 2158 at the current pace. 

Strategies for Change: Insights from the Event

Discussions centred around actionable strategies for achieving gender equality, with a focus on both large and small firms. Key takeaways included: 

• From Compliance to AI-Driven Advisory: Future accountants must transition from compliance officers to AI-powered consultants, with AGN offering members resources like the AGN Migration Methodology and Advisory Resource Center.
  
  
• Mentorship Programs: Encouraging top-down and bottom-up approaches to support women’s growth and leadership. 
  
  
• Bias-Free Recruitment: Implementing transparent hiring processes and addressing unconscious bias. 
  
  
• Flexible Work Arrangements: Promoting work-life balance by supporting families with childcare responsibilities.
  
   
• Gender Equality for Small Firms: Establishing gender-neutral policies, equal pay structures, and internal Gender Equity Committees, all without requiring significant financial investment. 

International Women’s Day 2025 – AGN Panelists:

Davinia Joannidou – Director, Joannides & Co, Cyprus
Shweta Khara – Partner, Vika Kochhar, India
Cheryl Talerico – Director of Marketing, Sisterson & Co. LLP, United States
Felix Espíritu – President, Fintax Consulting, Dominican Republic

Participant, Félix J. Espíritu, CEO at AGN Member Firm Fintax Consulting was inspired by this special event, and shared his goals in 2026: 

Equality & Inclusion Policy: Clear hiring, promotions, and pay guidelines. 

Parental Leave Expansion: Up to 30 days for both parents.

Emerging Talent Inclusion: Internships, flexible work for students, and career development programs. 

Building Momentum: What’s Next 

In addition to thought-provoking panel discussions, the event included interactive polls and a focus on engagement. Organisers emphasised the importance of fostering an inclusive atmosphere by encouraging participants to share their locations in the chat and actively engage with one another. 

To build on the momentum, AGN International and Nexia are developing a co-branded toolkit summarising the event’s key insights, offering firms practical steps to accelerate gender equality in their own workplaces. 

Alongside the AGN and Nexia virtual event, AGN member firm Joannides+Co hosted an in-person International Women’s Day 2025 gathering. Committed to equal opportunities, the firm highlighted mentorship, flexible work, and gender-equal policies. Key initiatives include leadership role modelling, staff engagement committees, and community partnerships to improve childcare access—ensuring women thrive in their careers and personal lives. 

AGN International remains committed to driving gender equality and driving inclusive workplaces across its global association. By uniting members worldwide, the organisation aims to create a stronger, more supportive community—accelerating progress and ensuring the accounting profession remains innovative and representative. 

AGN members face an unprecedented challenge in staying ahead of their competition and living up to market expectations. At AGN, we refer to these matters as “The Member Agenda”. Click here to learn more.

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