CLA Announces Leadership Advancements Across the Firm

  • CLA happenings
  • 7/6/2023
businesspeople applauding a colleague in an office

CLA expands leadership roles in regions, offices, encouraging inspired careers

Today, CLA (CliftonLarsonAllen LLP) the eighth largest accounting firm in the United States, announced the advancement of 10 individuals to leadership positions within the company. Each of the leaders has enjoyed consistent client growth and engagement and have helped CLA to more than 15% revenue growth in the last year. CLA also announced the hiring of leaders to new roles within the company in public relations and communications and in tax.

For some, the advancements move proven leaders to become “matrix leaders” within CLA, which means they play a direct role in guidance and advancement of the company. For others, they are taking on new and additional responsibilities within the firm. Matrix leaders are considered among the top 150 managers of the company, providing daily input to client direction, retention, and acquisition, along with industry and regional alignment.

“These leaders are trailblazers in our industry, and they have earned this opportunity to continue to advance their careers within CLA,” said Jen Leary, CEO. “Their commitment to our clients is remarkable and each one of these leaders has helped grow our business across sectors and regions in a constantly changing marketplace. I am incredibly proud to share these announcements and continue to watch their careers thrive. I am also thrilled to be adding seasoned professionals to the CLA family to help us further reach our global growth goals.”

CLA operates more than 130 offices across the United States and relies on talented leaders like those advancing today to guide the company’s continued progress and development. The individuals advancing to or moving within the CLA leadership matrix are:

  • Keith Davidson, Managing Principal of Office (MPO), Dallas
  • Jerry McMillon, MPO, Fort Worth
  • Purvi Shah, MPO, Atlanta
  • Mike Siegel, Managing Principal of Industry (MPI), Health Care and Life Sciences
  • Olga Zarney, MPO, Los Angeles
  • Leslie Boyd, MPI, M&D
  • Josh Enger, Regional Managing Principal, Midwest
  • Cory Rutledge, Chief Assurance Officer
  • Samantha Metcalf, MPO, Minneapolis
  • Melissa Labant, MPO, Tax
  • Tyler Hess, MPO, Tax (new role)
  • Cameron Potts, Managing Director of Public Relations and Internal Communications (new role)

“The world is shifting to horizontal, cross-functional governance and our leaders need to balance priorities while engaging our clients and empowering and listening to others,” said Scott Engelbrecht, Chief Geographic Officer. “These are important advancements to continue our ability to advocate for our clients and cultivate new skills in each of these offices.”

CLA believes in inspired careers and advancing from within. With more than 9,000 employees representing thousands of clients, CLA continues to expand into new markets and verticals, providing clients with a wealth of resources in accounting, wealth advisory, audit, digital, consulting and outsourcing.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 locations, and a global vision, we promise to know you and help you. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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