CLA's Leadership Changes Aim to Ignite Future Growth and Innovation

CLA Announces Key Leadership Changes for Future Success

CLA, also known as CliftonLarsonAllen LLP, is making impactful changes to its leadership team to empower innovation and drive growth. The firm has recently made several important appointments within its national and regional structures. These strategic updates mark a clear commitment to fostering a culture of leadership and forward-thinking as CLA prepares for what lies ahead.

Highlights of the Leadership Enhancements

Among the prominent changes, CLA has welcomed two significant individuals to its executive leadership team. CEO Jen Leary has appointed James Watson as the Chief Solutions Officer and Paul Bailey as the Chief Growth Officer. Watson, who previously served as a Managing Principal of Solutions and was also the chair of the board of directors, brings a wealth of experience to his new role. Meanwhile, Bailey, who has transitioned into a growth-focused position after holding various leadership roles, will be pivotal in driving CLA's expansion efforts moving forward.

Visionary Leadership

“James and Paul are visionary leaders who genuinely understand our stakeholders’ needs and how CLA’s unique vision supports our path to the future,” said Leary. Their extensive backgrounds and strategic mindset are expected to guide the firm through upcoming challenges and opportunities.

Advancements in Leadership Roles

CLA is also pleased to elevate four additional leaders to help propel its Future Forward strategy. These individuals are set to play critical roles in shaping the culture and strategic direction of the firm.

Kirthi Mani as Chief People Officer

Kirthi Mani has been appointed as the Chief People Officer. In this newly created position, Mani takes on the responsibility for people solutions, talent development, internal communications, and public relations. Previously, she served as the Managing Principal of CLA's Gateway One office and is now positioned to influence the firm’s human resource strategies significantly.

Josh Enger Takes on Chief Outsourcing Officer Role

Taking on the role of Chief Outsourcing Officer, Josh Enger is tapped for his extensive leadership experience, having previously been the Managing Principal of the transportation and logistics sectors. He will oversee CLA’s consulting and outsourcing practice, with a special focus on enhancing the firm’s Client Accounting and Advisory Services.

Chastity Wilson as Chief Tax Officer

Chastity Wilson, who has served in various key capacities at CLA, now assumes the role of Chief Tax Officer. Her responsibilities will include overseeing tax initiatives and identifying growth opportunities while enhancing the firm’s awareness of significant tax developments, both locally and federally.

Kelli Roberts Named RMP of the Sunbelt Region

Kelli Roberts will lead as the Regional Managing Principal for the Sunbelt region, encompassing several key states. Her previous role as the Managing Principal of the Triad office has prepared her to take on new challenges and drive firm growth across the territory.

Commitment to Values and Purpose

“These leaders are ready to embrace the challenges and opportunities of the future while staying deeply connected to our values and purpose,” said Cathy Clarke, Chief Culture Officer. This statement underscores the firm’s dedication to nurturing talent and ensuring alignment with its core values as it moves forward.

“As a privately held, succession-driven firm, CLA is dedicated to stewardship and nurturing talent to seamlessly transition to the next generation,” Leary added. This commitment ensures that the firm remains innovative and responsive to the evolving needs of its clients and communities.

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 a strong workforce exceeding 8,500 across nearly 130 U.S. locations, CLA promises to understand and support clients effectively. This solid foundation prepares the firm to explore new opportunities and adapt to market changes successfully.

Frequently Asked Questions

What prompted CLA's leadership changes?

The leadership changes at CLA are aimed at enhancing innovation and growth as the firm prepares for future challenges and opportunities.

Who are the newly appointed leaders at CLA?

The newly appointed leaders are James Watson as Chief Solutions Officer and Paul Bailey as Chief Growth Officer, among others who have been elevated to senior roles.

What roles do Kirthi Mani and Josh Enger hold?

Kirthi Mani is the Chief People Officer, while Josh Enger is now the Chief Outsourcing Officer, each responsible for key facets of the firm's operations.

How does CLA plan to uphold its values during this transition?

CLA emphasizes staying connected to its core values and nurturing talent throughout the transitions, ensuring alignment with its mission.

What services does CLA provide?

CLA offers a range of services, including wealth advisory, audit, tax, consulting, and outsourcing services, catering to various client needs.

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