INCLUDED:Forward movement • Partner & principal update New service offerings • New internal programsOffice enhancements • Thought leadershipCitrin Cooperman resources • Philanthropic update Rankings & awards • Key management

YEAR IN REVIEW

WWW.CITRINCOOPERMAN.COM

2016/2017

[MOTION]

“WHEN YOU ARE FREE TO FOCUS ON WHAT COUNTS, BUSINESS THRIVES.”

Joel A. Cooperman, CPAChief Execu ve O cer

WORDS FROM THE CEO YEAR IN REVIEW – 2016-20171

Our continued growth is a testament to the dedication and teamwork our more

than 900 employees bring to make Citrin Cooperman a great company.“ “

Citrin Cooperman saw significant growth in 2016. The Firm grew revenue by 17%, with billings exceeding

$210M. We promoted 11 partners and principals and brought in 5 laterals; introduced two new practice

groups, Government Contracting and Technology & Risk Advisory Consulting (TRAC); launched Apexium

Financial LP, a new wealth management affiliate; and admitted the partners, principals, and staff of two firms in

New England, giving us new offices in Boston and Providence.

As we enter 2017, our focus will remain on growth, both organic and through strategic opportunities. We plan

to further develop our core service offerings and will place an emphasis on enhancing our increased footprint in

New England and Metro D.C. We are also planning to move into new office space in Bethesda, MD and Long

Island, NY. Other areas of focus this year include the further development of our India office; offering our

expertise to other CPA firms through the Citrin Cooperman Alliance; and enriching our affiliation with Moore

Stephens International.

We look forward to all that is to come in 2017.

Regards to all,

Joel A. Cooperman

Chief Executive Officer

WORDS FROM THE CEO

1

Common values and practice philosophies along with

the vision to evolve and enhance our firm to fit the

needs of our clients are critical to successful growth.

In 2016, Citrin Cooperman continued to evolve with

the admission of 30 partners and principals, the

establishment of key service offerings, and a

significant expansion in our geographical footprint

with the admission of two New England firms.

FORWARD MOVEMENT

1YEAR IN REVIEW – 2016-2017 FORWARD MOVEMENT 2

1979

1980-2000

2001-2010

2011-2015

2016

Citrin Cooperman is founded by Niles Citrin and Joel Cooperman and sets up shop in New York City.

Over the next two decades, six firms joined and Citrin Cooperman moves to its current NYC headquarters location at 529 Fifth Avenue and the Firm opens an office in New Jersey.

Citrin Cooperman sees aggressive growth as 16 firms joined and 4 new locations open in White Plains, NY; Philadelphia, PA; Norwalk, CT; and Grand Cayman. Citrin Cooperman Wealth Management, LP is formed, the SALT Practice is launched, and the Firm joins Moore Stephens, a worldwide association of independent accounting and consulting firms.

In 2011 firm revenue exceeded $100M for the first time. Six new firms joined with Citrin Cooperman. CC Employee Benefits, LLC is formed and three new locations opened in Long Island, NY; Bethesda, MD; and India.

The partners and staff of 2 new firms joined with Citrin Cooperman and new locations are opened in Braintree, MA; Woburn, MA; and Providence, RI. Apexium Financial LP is formed and the Firm also welcomed a new International Tax Practice Leader and Co-Leader of the Firm’s Health Care Practice.

PARTNER & PRINCIPAL UPDATE YEAR IN REVIEW – 2016-20173

2016 saw the addition of 27 new partners and 3 new principals through the firm via new offices joining,

external hires, and promotions.

2016 PARTNER & PRINCIPAL UPDATE

Renee Aloisio, Principal, Providence

Services: business consulting

Edward J. Berardi, Partner, Braintree

Industries: real estate; technology

Services: accounting & auditing; tax compliance & reporting; tax

research and strategic planning

John J. Bonelli, Esq., Principal, New York City

Services: serves as general counsel for the Firm

Peter Brown, Partner, Braintree

Industries: manufacturing/distribution; technology

Services: employee benefit plans

Michael Camacho, Partner, Providence

Co-Practice Leader, TRAC

Industries: manufacturing/distribution; technology

Services: accounting & bookkeeping; audit & accounting; business

consulting; cybersecurity; internal controls; TRAC

Aaron D. Cohen, JD, Principal, Bethesda

Co-Practice Leader, Health Care

Industries: financial services; health care; not-for-profit; private equity

Services: m&a; strategic planning; tax research & strategic planning

Michael E. Criscione, Partner, Providence

Industries: health care

Services: audit & accounting; business advisory solutions

Richard J. DeRienzo, Office Managing Partner, Providence

Industries: various industries

Services: accounting & bookkeeping; audit & accounting; business

consulting; m&a; strategic planning

Jeramie DiBona, Partner, Braintree

Industries: construction; manufacturing/distribution; restaurants

Services: audit & accounting; tax research & strategic planning

Nicholas DiMaio, Partner, New York City

Industries: apparel; construction; manufacturing/distribution; real

estate; restaurants

Services: accounting & bookkeeping; audit & accounting; budgets &

projections; business consulting; strategic planning; tax compliance

& reporting

Joseph DiPietro, Partner, New York City

Industries: construction; law firms; manufacturing/distribution;

technology

Services: audit & accounting; forensic accounting; fraud

investigations; valuation and forensic services

Brett Dubin, Partner, Philadelphia

Industries: health care; law firms; private equity; real estate; staffing

Services: audit & accounting; business consulting; tax compliance &

reporting

Joseph A. Fabiano, Partner, Braintree

Industries: construction; manufacturing/distribution

Services: audit & accounting; business advisory solutions; business

consulting; m&a

John (Jack) M. Ganley, Partner, Braintree and Woburn

Industries: construction; real estate

Services: audit & accounting; business advisory solutions

Stephen Geremia, Partner, Providence

Industries: financial services; manufacturing/distribution; real estate

Services: audit & accounting; internal controls; valuation and forensic

services

A

B

C

D

F

G

Stephen Hellner, Partner, New York City

Industries: franchising; manufacturing/distribution; restaurants

Services: audit & accounting; business consulting; tax compliance &

reporting; tax research and strategic planning

Renata Howard, Partner, Norwalk

Industries: architecture & engineering; health care;

manufacturing/distribution

Services: accounting & bookkeeping; audit & accounting; tax

compliance & reporting

Shawn M. Howard, Partner, Bethesda

Co-Practice Leader, Government Contracting

Industries: government contracting; private equity; technology

Services: business consulting; m&a; SALT; strategic planning; tax

compliance & reporting; tax research & strategic planning; transaction

advisory services

Sirena Johnson, Partner, BethesdaCo-Practice Leader, Government Contracting

Industries: government contracting; technology; women

entrepreneurs

Services: audit & accounting; business consulting; employee benefit

plans; m&a; strategic planning; transaction advisory services

Sean Killgoar, Partner, Braintree

Industries: construction; manufacturing/distribution

Services: audit & accounting; budgets & projections; business

consulting; internal controls, m&a; profitability enhancement;

strategic planning

Kenneth Kirkland, Office Managing Partner, Braintree and Woburn

Industries: construction; manufacturing/distribution; real estate

Services: business consulting, m&a; strategic planning

Timothy R. Larson, Partner, LivingstonPractice Leader, International Tax

Industries: life sciences; manufacturing/distribution; technology

Services: business consulting; international tax; m&a;

tax compliance & reporting

Anand Madhusudanan, Partner, Livingston

Industries: technology

Services: tax compliance & reporting

Michael S. Myers, Partner, Plainview

Industries: Industries: manufacturing/distribution; real estate;

restaurants; technology

Services: accounting & bookkeeping; audit & accounting; budgets

& projections; tax compliance & reporting

Alexandria J. Regan, Partner, Braintree & Woburn

Industries: not-for-profit

Services: accounting & bookkeeping; internal controls; tax

compliance & reporting; tax research & strategic planning

Mark S. Robinson, Partner, Braintree

Industries: various industries

Services: accounting & bookkeeping; audit & accounting; business

advisory solutions

Shrenik Shah, Partner, India

Industries: various industries

Services: accounting & bookkeeping; audit & accounting; business

advisory solutions

Bonnie Simmons, Partner

Industries: construction; manufacturing/distribution not-for-profit;

real estate

Services: accounting & bookkeeping; m&a; tax compliance &

reporting; trust & estate planning

Catherine M. Taylor, Esq., Principal, New York City

Services: trust & estate planning

Nick Thompson, Partner, Bethesda

Industries: construction; manufacturing/distribution;

not-for-profit

Services: audit & accounting; tax compliance & reporting

.

YEAR IN REVIEW – 2016-2017 PARTNER & PRINCIPAL UPDATE 4

J

K

L

R

S

T

H M

.

NEW SERVICE OFFERINGS YEAR IN REVIEW – 2016-20175

NEW SERVICE OFFERINGSSERVICES THAT HELP YOU FOCUS ON WHAT COUNTS.

As part of providing greater value for our clients and increased opportunities for our employees, we

continuously take a scrutinizing look at our services and determine how to grow or enhance our offerings.

Whether it is new regulations or an emerging industry or trend, we want to stay at the forefront of what

counts. The listing below outlines our progress in 2016 – showcasing either entirely new service lines or

advancements we have made to existing practice areas.

APEXIUM FINANCIAL LP

Apexium Financial LP, an affiliate of CitrinCooperman, offers comprehensive financialplanning, investment advisory, insurance, andrisk management services to high net worthindividuals, their families, and corporate clients.Apexium carefully designs strategies andsolutions to meet clients’ objectives – such aslong-term capital growth, retirement planning,asset protection, or minimization of tax liability -and then work closely with some of the nation’smost prestigious financial and investment firms,attorneys, accountants, and other advisors, toexecute the plan.

TECHNOLOGY & RISK ADVISORY CONSULTING

Technology & Risk Advisory Consulting (TRAC)focuses on people, process, and technologythrough three core service areas: risk advisoryassurance and compliance (includingcybersecurity); IT business advisory services;and outsourced IT and managed services toaddress clients underlying business issues andoptimize results. With experience in a variety ofindustries, the team’s holistic approach andshared service and resource model allows TRACthe ability to service clients from initialassessment and strategic planning throughsustainmentand monitoring protocols.

CC ALLIANCE

CC Alliance provides a range of members frommid-size, regional CPA firms to small boutiquefirms and private practices with a broad range ofservices to help enhance their business. TheAlliance offers access to a customized suite ofresources and programs including outsourcedspecialty services (i.e., accounting firmconsulting, partner meeting organization, trustand estate services, state and local tax services,etc.), specialized technical and soft skills trainingthrough Citrin Cooperman University, marketingconsulting, and infrastructuresupport services.

YEAR IN REVIEW – 2016-2017 NEW SERVICE OFFERINGS 6

GOVERNMENT CONTRACTING

The Firm recently launched a new

government contracting industry practice that

will assist clients in advising nationally for

businesses in technology, communications,

defense, security, intelligence, and

professional services companies. With clients

ranging in size from emerging contractors to

well established entities, this team will offer

core audit and tax services, along with

consulting services, some of which include

the guidance necessary to navigate situations

like preparing for set-aside status, planning

for their first prime contract, experiencing

rapid growth, or preparing for an exit.

HEALTH CARE CONSULTING

Citrin Cooperman has expanded its health care practice

with the mission of providing our clients with actionable

advice and entrepreneurial solutions that enable them to

navigate today’s transformative environment across the

continuum of care. We build strong relationships with

our clients allowing us to provide insight and

understanding to their unique needs. This enables us to

identify and deliver services that help them achieve their

strategic organizational objectives. Serving over 200

medical practices, outpatient facilities, skilled nursing

facilities, hospitals, and health systems our professionals

strategically assist in planning for the future, including

providing extensive capital planning, compensation

planning, physician alignment, reimbursement,

integration, and many other strategic services along with

accounting, tax, and business decisions.

LEARN MORE

Within this Year In Review booklet, we

have only included a brief summary of the

new service lines, industries, and

advancements we have made in 2016. To

learn more about these services and all of

our practice areas, visit our website at:

www.citrincooperman.com. Under both

the ‘Services’ and ‘Industries’ tab, you will

find more detailed information for each of

the segments we specialize in. If there are

areas of opportunity that you see and/or

would benefit your business, please

contact us.

TELL US WHAT YOU WANT TO ACCOMPLISH.

As with everything we strive for at Citrin Cooperman, we aim to provide unparalleled service to our

clients, offering them the value and support needed to focus on what counts. To us, that means delivering

customized solutions they cannot find anywhere else. We understand that all business needs are unique

and cannot be treated with a one-size fits all mentality. Therefore, we urge our clients to share what they

want to accomplish, so that we can help devise a plan that gets results.

NORTHEAST EXPANSION

In order to grow our practice areas, resources, and reach

while remaining competitive in the marketplace,

expanding our geographic footprint is a necessary

component to our business model. With over 900

employees across 10 domestic locations as well as an

affiliate in India, we have the necessary channels to deliver

high- value solutions to our clients.

NEW SERVICE OFFERINGS

NEW INTERNAL PROGRAMS YEAR IN REVIEW – 2016-20177

Citrin Cooperman strives to provide an engaging culture that nourishes our employees, helps to maintain

a productive team environment, and enables our people to provide the absolute best service to our

clients. In 2016 we continued our wellness programs, making enhancements where possible, and are now

in the planning stages of establishing some new initiatives to be released in 2017.

WELLNESS INITIATIVES

The Wellness Committee is committed to building programs geared towards making Citrin Cooperman

employees happy and healthy. Popular programs in 2016 include the health care discount opportunities,

health clinics, CPR training, on-site flu vaccines, Weight Watchers and Biggest Loser programs, Mani-

Cube, healthy snack options, and more. During busy season, the Committee brought back massage

chairs, reiki services, reflexology, and yoga programs. We’ve seen a great response to these programs

and are excited about the involvement from employees at all levels in events and activities, including

charity drives and fundraising walks, sports teams, book clubs, an international exchange program, a

mentor program, women’s initiatives, and more!

FOCUS ON WHAT COUNTS.FOCUS ON YOUR LIFE.

Designed to show appreciation and providetime to de-stress and reboot, participantsreceive a 4 week (consecutive) paid leave,during which they are asked to provide thefollowing insight: suggestions for improvingthe Firm, what they want for their own career,and how to accomplish their goals.

8

SABBATICALPROGRAM

INTERNATIONALEXCHANGE

PROGRAM

YEAR IN REVIEW – 2016-2017 NEW INTERNAL PROGRAMS

“ I A L W A Y S W A N T E D T O W O R K A B R O A D , S O I T W A S O N L Y N A T U R A L F O R M E T O

A P P L Y T O C I T R I N C O O P E R M A N ’ S W O R K

E X C H A N G E P R O G R A M . I W A S F O R T U N A T E

E N O U G H T O H A V E H A D T H E O P P O R T U N I T Y

T O M A K E M Y D R E A M A R E A L I T Y . I ’ V E

L I T E R A L L Y B E E N A R O U N D T H E W O R L D A N D

B A C K . A L O N G T H E W A Y I H A V E G A I N E D

E X P O S U R E T O H O W B U S I N E S S E S O P E R A T E

I N M A R K E T S O U T S I D E O F T H E U . S . A S

W E L L A S F O R G E D L I F E L O N G

F R I E N D S H I P S . I E N C O U R A G E A N Y O N E

W H O M I G H T B E I N T E R E S T E D I N T H I S

O P P O R T U N I T Y T O G O F O R I T ! ” - J o d i - A n n L e w i s ,

D i r e c t o r , N Y C

“ I ’ M G R A T E F U L F O R T H E

S A B B A T I C A L P R O G R A M , W H I C H

A L L O W E D M E T O T A K E O N E M O N T H

O F F O F W O R K A N D G A V E M E T H E

O P P O R T U N I T Y T O T R A V E L A N D H A V E

A O N C E I N A L I F E T I M E

A D V E N T U R E . ”- J a y n e B i r r i t t e l l a ,

S u p e r v i s o r , N Y C

Citrin Cooperman offers an exciting learningexperience for our employees. In partnershipwith Moore Stephens International, we havethe ability to offer opportunities whichpromote international exposure andexperience. Our employees have the chanceto work at one of our peer firms in othercountries for a period of time. Employeesreceive a rewarding experience withinternational business environments andclients that extends well beyond the realm oftax returns and audits.

WOMEN IN THE WORKPLACE

Women and men often face different challenges – and this

is especially true for women who are building a career

while raising a family. Citrin Cooperman is committed to

recruiting, retaining, and developing our women for

leadership roles.

A sample of the initiatives established to help advance and

retain our women are included on the following pages.

Our Women’s Initiative Committee is continuing its work to

develop and implement strategies to facilitate progress for

the women of Citrin Cooperman.

NEW INTERNAL PROGRAMS YEAR IN REVIEW – 2016-20179

. In

the stages

YEAR IN REVIEW – 2016-2017 NEW INTERNAL PROGRAMS 10

Bright Horizons – Citrin Cooperman has partnered with Bright Horizons to provide our employees with resources

for urgent and ongoing care needs for their children, adults/elders, and pets in their family through the Bright

Horizons Care Advantage Program. This program provides access to back-up care for both children and

adult/elder care family members during a lapse or breakdown in normal care arrangements. The program offers

additional family support through an online database of regular caregivers, pet care services, elder care resources

and discounts, tutoring and test prep, homework, and household help.

Mentoring Parents Program – The Mentoring Parents Program is designed to provide new parents with guidance

and insights relating to everyday challenges, as well as a sounding board when the need arises. The program will

connect new parents with more senior Citrin Cooperman parents who have experience achieving a work/life

balance.

o Investing in Relationships

o Gender and Negotiation

o Personal Brand

Networking Events - The Women’s Initiative plans networking activities for our women and encourages

participation at women conferences and involvement on industry committees and events to support our women’s

professional development.

WOMEN’S INTIATIVES

Leaning Out Program – Citrin Cooperman’s Women’s Initiative recognizes that many professionals in the industry

often need to take a temporary career break to care for family, loved ones, or for other personal reasons. Our

Women’s Initiative has developed a program through which an employee can choose to systemically reduces their

hours in the workforce, in anticipation of a temporary career break. In doing so, the employee can maintain their

connection with the Firm and its resources – for a few months or more than a decade. Leaning Out provides access

to on-site and self-study training opportunities for continuing professional education requirements, invites to

networking events, and ongoing connectivity with mentor/mentee relationships, among other things.

Specialized Training – This program has been designed to provide specialized training for Citrin Cooperman

women across all levels and lines of service. This specialized training is intended to inspire the women of Citrin

Cooperman to set ambitious career goals by providing a framework for positive thought and behavior that helps

women achieve higher impact – resulting in stronger performance and greater satisfaction. Through these courses,

we would explore topics such as:

OFFICE ENHANCEMENTS

In 2016, various Citrin Cooperman offices underwent

a series of cosmetic enhancements along with a

renovation of office space and a move to a new

location.

OFFICE ENHANCEMENTS YEAR IN REVIEW – 2016-201711

YEAR IN REVIEW – 2016-2017 OFFICE ENHANCEMENTS 12

New York City

The building facade and lobby was completely gutted and transformed with marble floors and walls, a new lobby

desk attended by security personnel 24/7, and renovated elevator banks.

Philadelphia

In the summer of 2016, construction for the 16th floor was completed, allowing for the continued expansion of

the Philadelphia office. Additionally, the 20th floor has undergone construction to reflect the new design and will

be completed by June 2017.

India

In 2016, Citrin Cooperman India LLP moved into a state-of-the-art space located on the west coast of India, in

Ahmedabad, Gujarat, with an overall square footage of 9,670. The space offers a modern reception area, 8

offices, 12 senior cubicles, 61 work stations, a conference room with video capabilities, and a large pantry/dining

area.

All of our offices have been updated with state-of-the-art flat screen televisions in the reception areas looping

electronic timelines to reflect graphically the growth and expansion of Citrin Cooperman throughout the

years, along with photos of staff at our various sponsored events.

White Plains

The White Plains office finalized a build-out in January to include additional space and the Firm now occupies the

entire 2nd floor of the building. Additions include 16 offices; a wellness room; 17 cubicles; 2 conference rooms,

both with new TVs for video conferencing connection; and the “Café”, with bar-height tables, banquette seating

areas, cable television, and a mini-fridge. They also added a new timeline television to the reception area, installed

an espresso machine in the Café, and had a new security system installed.

Articles

113News Features

160

Press Releases

12Email Newsletters

510Alerts

31

New Social Media Followers

160Total Social

Media Followers

5,491Unique Site

Visitors

115,438

Events

68

2016-2017

ANALYTICS

THOUGHT LEADERSHIP YEAR IN REVIEW – 2016-201713

THOUGHT LEADERSHIP Analytics and Programs

ANALYTICS

ExecutivesCEO EVOLUTION

State and Local TaxSTATE OF SALT

Professional DevelopmentPASSPORT TO SUCCESS

Women in BusinessWOMEN AT THE WHEEL

TaxTAX ALERT

Not-For-ProfitNOT-FOR-PROFIT BULLETIN

TRACTECH SOLUTIONS UPDATE

Valuation and Forensic Services VALUATION UPDATE

Trust & EstateTRUST & ESTATE UPDATE

Architecture and EngineeringTHE VISION

Health CarePRACTICE INTELLIGENCE

Restaurant and HospitalityNEWS NIBBLES

AutomotiveSPARKS

PROGRAMSCitrin Cooperman’s thought leadership

programs were developed with you in mind.

Our partners and directors develop and curate

content that is current, relevant, and impacts

your business – no matter the industry, we have

you covered.

Whether it’s an important alert, a thoughtful

insight, best practices, or industry news,

observations, and trends, we are committed to

delivering you information that will help you

focus on what counts.

YEAR IN REVIEW – 2016-2017 THOUGHT LEADERSHIP 14

Professional ServicesABOVE THE BAR AWARDS

Wealth ManagementAPEXIUM INSIGHTS

FranchisingFRANCHISING STRATEGIES

International ServicesINTERNATIONAL ALERT

To stay up-to-date on our latest postings, sign

up for our newsletters, or check out our events,

alerts, and articles go to our website

(www.citrincooperman.com).

At Citrin Cooperman we believe that giving back to the community is

one of the most important things an organization must do. As

successful members of the community, we have a responsibility to help

those that are less fortunate and contribute to the common good.

Giving back is at the core of our philosophy as professionals, people,

and as a firm. The CC Cares Committee organized several programs

and initiatives in 2016, dedicating resources, time and dollars to give

back to local organizations.

GIVING BACK

PHILANTHROPIC UPDATE YEAR IN REVIEW – 2016-201715

Taking time to care is one of the core values at Citrin Cooperman. The Firm

actively encourages the investment of time, energy, and resources into each

community in which we maintain offices. On June 6, 2016, Citrin Cooperman

spent the day giving back to their communities by giving their time to local

organizations during our annual CC Cares Day of Service.

PHILANTHROPIC UPDATERonald

McDonald House

New York Cares

God’s Love We Deliver

Animal Haven

Bide-A-Wee

Animal Shelter

Community Food Bank

Eva’s Village

Cerebral Palsy

Interfaith Food Pantry

My Sister’s Place

The Sharing

Shelf

Junior Achieveme

nt

Green Chimneys

Food Bank

Habitat for Humanity

Cradles to Crayons

Rebuilding Together

Hope

Caring

Community

Giving

Support

Awareness

Helping

Contribute

Compassion

Service

Donate

Charity

Goodwill

People

Relief

Comfort

Action

We support efforts that improve the quality oflife in the communities in which our employeeslive, work, and care for their families. We willsupport causes, programs, and strengthenorganizations that will have the greatestpositive impact on these communities and thepeople who live there. In addition to ourvolunteer efforts, Citrin Cooperman alsoprovides monetary donations to localorganizations throughout the Northeast UnitedStates.

At Citrin Cooperman we go the extra mile ingiving back. Throughout the year the Firmdesignates specific Fridays to be ‘Jeans with aTwist’ days. Employees are asked to donate anominal amount to a specific charity including,Project Fit America, Foundation for Blindness,Iraq and Afghanistan Veterans of America,American Red Cross, etc. in exchange for theability to wear jeans to the office.

Since 2005, Citrin Cooperman has beencommitted to helping high school students inlower income communities by providingscholarships to deserving students. Thesestudents, through their journey of academicexcellence, positive guidance, and dedication,have exhibited great leadership traits and werethus selected for our accounting/businessscholarship. Eligible students, in each regionwhere we have offices, go through a selectionprocess via a scholarship application, essay andinterview process. We are proud to say that,since the inception of the program, we haveawarded scholarships to over 100students. Students also qualified to apply for ourinternship program and a few are now CitrinCooperman employees.

SCHOLARSHIP PROGRAM

JEANS WITH A TWIST

DONATIONS

YEAR IN REVIEW – 2016-2017 PHILANTHROPIC UPDATE 16

Junior Achievement

CITRIN COOPERMAN RESOURCES YEAR IN REVIEW – 2016-201717

CITRIN COOPERMAN RESOURCESIn an effort to help supplement business development efforts throughout thefirm, Citrin Cooperman has expanded their soft skills offerings this year toinclude:

2nd Annual Sales Camp – Citrin Cooperman ran its 2nd Annual Sales Campfrom June 27th – October 14th. This year’s competition celebrated theFirm’s rich history with the music industry. To provide more incentives andgreater opportunities to win, the competition was broken into two tracksbased on professional levels, with the core objectives remaining the same -to further foster a business development culture and bring togetherprofessionals at all levels to grow our business.

Business Development Training – The marketing department has created aseries of trainings on various soft skill business development issues thatwere presented as a road show to the Firm’s offices. 2016 saw thecontinuation of “Networking in Real Life” as well as the addition of two newcourses, “Leveraging Social Media to Maximize ROI” and “How to WorkWith Marketing Effectively.” Upcoming training includes an offering onCross-Selling.

Marketing Summits – The marketing department has been working closelywith practice groups to help them craft strategic marketing plans,messaging, and tactics that are in line with their business plans. Thesummits encourage each team to dig into their practice groups and gain athorough understanding of their depth and markets, resulting in a clearvision and direction as to how they will be able to best position themselvesfor growth. The summits have been conducted for a broad group of theFirm’s industries, geographies, and service lines, and have been institutedas a best practice for planning going forward.

“ CITRIN COOPERMAN

HELPS ME FOCUS ON

WHAT COUNTS BY

ENCOURAGING

PERSONAL GROWTH,

WHICH NOT ONLY

MAKES A PATH FOR MY

OWN

ACCOMPLISHMENTS,

BUT MORE

IMPORTANTLY,

CONTRIBUTES TO THE

SUCCESS OF OUR

CLIENTS.”

- R e n a t a H o w a r d ,

P a r t n e r

Business Booster Program - The White Plains, NY and Norwalk, CT offices launched a business development program called “The Business Booster” designed to encourage staff to engage in various activities falling under the umbrella of business development.  Each staff level had specific goals and activities were tracked throughout the year.   The main objectives of the program were to encourage, teach, and reward staff for participating in marketing and business development; generate marketing activity from every employee in a fun and rewarding way; reinforce marketing/business development best practices; promote greater awareness of opportunities around us; generate cross-selling and up-selling opportunities for current clients; forge greater firm-wide knowledge of the full suite of services Citrin Cooperman offers and the types of clients we serve; and to better serve our current clientele. 

CITRIN COOPERMAN RESOURCES

Citrin Cooperman University (CCU) - Citrin Cooperman recognizes that ourpeople are vital to our ability to consistently deliver high-qualityprofessional service to our clients each and every day. We are committed toinvesting in our team, developing their talent, and helping them reach theirmaximum potential so that they can best serve our clients and continue toachieve their own personal career goals while working in a challenging,engaging, and inspirational work environment.

CCU, which includes a combination of technical and soft skills training, isintegral to meeting this objective.

We are proud of the investment we have made in our overall learning anddevelopment program, as well as our commitment to providing trainingthat is engaging, delivered in an effective manner, and will enable ourpeople to develop the tools necessary to be successful.

Citrin Cooperman Leadership Program - In 2016, the fourth cohort ofpartners began the Citrin Cooperman Leadership Development (CCLD)program. This dynamic leadership program is spread out over six monthsand includes a combination of workshops, individual executive coachingsessions, and the creation and monitoring of a personalized developmentplan. The workshops, which occur in two month intervals, comprise eighttotal days of classroom experience focused on Leading Self, LeadingOthers, and Leading the Firm. The program has been impactful for all whohave participated by helping partners to gain a greater awareness andunderstanding of themselves, their impact on others, and their contributionto Citrin Cooperman.

“CONTINUOUS

LEARNING IS CENTRAL TO

THE FIBER OF OUR FIRM

AND THROUGH CITRIN

COOPERMAN

UNIVERSITY, WE ARE

ABLE TO ENGAGE OUR

PROFESSIONAL STAFF

AND ENABLE THEM TO

FIND THEIR PATH TO

SUCCESS.”

- M i c h a e l R h o d e s ,

P a r t n e r

Total Hours

725.7Soft Skills

92CCU TRAINING:

HOURS COMPLETED

A&A

331.5Tax

237.5Specialized

64.7

YEAR IN REVIEW – 2016-2017 18CITRIN COOPERMAN RESOURCES

CITRIN COOPERMAN RESOURCES YEAR IN REVIEW – 2016-201719

CITRIN COOPERMAN RESOURCES

Practice Directory - Citrin Cooperman has created a practice

directory resource, allowing our staff to be more productive and

efficient. A major advantage of the practice directory is help our staff

connect with the correct Zteam leader who will help address

opportunities and challenges; improve the firms competitiveness,

profitability, and sustainability; enhance our expertise and

competence; and showcase best practices.

International Strategy Group - With our International Services

Practice having grown substantially over the past few years, Citrin

Cooperman is invested in building solid, long-term relationships

within our Moore Stephens North America (MSNA) and International

(MSIL) memberships. To that end, the Firm has launched the Citrin

Cooperman International Strategy Group (CCISG) whose main goal

in 2017 will be to form a coordinated practice development program

with other like-minded member firms across the globe, allowing us to

add value to our clients wherever they do business. The mission of this program is to strengthen our position as a

preferred provider and grant our teams the flexibility to operate simultaneously as the most local and the most

global of businesses. As a direct result – we are able to provide our clients with the best of both worlds – a single

point of contact to coordinate and facilitate their global needs as well as direct partner involvement domestically

to ensure a hands-on, customized approach to all service needs.

“ TODAY, MORE THAN EVER, IT IS CRITICAL FOR A SERVICE PROVIDER TO BE ABLE TO

HAVE A COORDINATED APPROACH TO MOST EFFECTIVELY MEET THE NEEDS OF CLIENTS

OPERATING GLOBALLY. BECAUSE OF OUR UNIQUE STRUCTURE WITH MOORE STEPHENS

WE ARE ABLE TO PROVIDE OUR CLIENTS WITH THE COMFORT OF WORKING WITH A FIRM

THAT HAS A DEEP UNDERSTANDING OF BOTH THE LOCAL AND GLOBAL MARKETS IN

WHICH THEY DO BUSINESS.”

- M a r k F a g a n , P a r t n e r

RANKED 21

Ranked 21st largest accounting

firm in the U.S., Inside Public

Accounting Top 100 Firms

RANKED 7

Ranked 7th on NJBIZ's list of

Best Places to Work in New

Jersey: Large Companies

RANKED 18

Ranked 18th on Philadelphia

Business Journal's list of Top

Accounting Firms

BEST INVESTIGATIONS

Citrin Cooperman has been

chosen as one of the top

three ”Best Corporate

Investigations Providers” in the

2016 New York Law Journal's

Reader Ranking survey.

COMPANIES THAT CARE SILVER AWARD WINNER

Selected as a Silver Award

Winner in the Spirit of Franchising

Category by the IFA’s Franchising

Gives Back for charitable service

YEAR IN REVIEW – 2016-2017 20 RANKINGS AND AWARDS

Recognized among

“Companies that Cares” by the

Commerce and Industry

Association of New Jersey and

COMMERCE Magazine

SYLVIE GADANT

Partner Sylvie Gadant was shortlisted

for the 2016 Corporate Livewire M&A

Awards for the second year in a row

JOHN GENZ

Partner John Genz was awarded the

Distinguished Service Medallion by

the New Jersey Society of Certified

Public Accountants

DAVE HOLLANDER

Director Dave Hollander was named

as a 2016 Center of Influence Award

Honoree by Smart CEO

MARK HENRY

Director Mark Henry was named a

Honoree for the Cape & Plymouth

Business Magazine’s Top 40 Under 40

ARNIE HERRMANN

Partner Arnie Herrmann was named

among the “Business Managers Elite”

in Variety and as one of Hollywood

Reporter’s “Top 25 Most Powerful

Business Managers”

RANKINGS AND AWARDS YEAR IN REVIEW – 2016-201721

PHILIP BAKER

Partner Philip Baker was featured on

the Washingtonian Magazine’s list of

Best Financial Advisors

VICTOR WLODINGUER

Partner Victor Wlodinguer was named

one of the “30 Best Money Mavens” by

Billboard and listed among the

“Business Managers Elite” in Variety

KEN KIRKLAND

Partner Ken Kirkland received the

South Shore Hospital’s Luminaria

Medal for making an impact on the

health care community

JOE LESOVITZ

Partner Joe Lesovitz was honored by

the AICPA’s Standing Ovation

Programs as a Top 25 CPA in Forensic

and Valuation Services

YEAR IN REVIEW – 2016-2017 RANKINGS AND AWARDS 22

HEATHER OBODA

Manager Heather Oboda was named

as one of 2016’s “40 under 40” by the

Westchester Business Council

ED ROBERTS

Partner Ed Roberts was honored at the

Beyond the Bottom Line Awards and

selected as a 2016 recipient of the

“Most Generous” CPA award

KEY MANAGEMENT YEAR IN REVIEW – 2016-201723

EXECUTIVECOMMITTEE

Permanent Members

• Joel Cooperman

• Niles Citrin

Elected Members (2 year terms)

• Alan Badey (White Plains, NY)

• Philip Baker (Bethesda, MD)

• Mark Carrow (Philadelphia, PA)

• Richard DeRienzo (Providence, RI)

• Michael DeVito (New York, NY)

• Mark Fagan (Norwalk, CT)

• Will Fernandez (Livingston, NJ)

• Nick Florio (New York, NY)

• Stacy Gilbert (Livingston, NJ)

• Ken Kirkland (Braintree, MA & Woburn, MA)

• Matthew Kuchinsky (White Plains, NY)

• John Repetti (Plainview, NY)

• Bob Schneider (New York, NY)

YEAR IN REVIEW – 2016-2017 KEY MANAGEMENT 24

KEN KIRKLANDBraintree & Woburn, MA

RICHARD DERIENZOProvidence, RI

MARK CARROWPhiladelphia, PA

MARK FAGANNorwalk, CT

MICHAEL SABATINIPlainview, NY

PATRICIA CUMMINGSNew York, NY

ALAN BADEYWhite Plains, NY

ALEX SERRANOLivingston, NJ

PAUL GNATTBethesda, MD

PHILIP BAKERBethesda, MD

MICHAEL DEVITONew York, NY

OFFICE MANAGING PARTNERS

Firm Administration

Anna Galioto, Principal

Human Resources

Melanie Villaruel, Director

Legal

John Bonelli, Principal and General Counsel

Marketing

Laura Kucera, Chief Marketing Officer

Operations

David Kells, Principal and Chief Operating Officer

Technology

Kenny Li, Principal and Chief Technology Officer

FIRM SERVICES

YEAR INREVIEW2016/2017

WWW.CITRINCOOPERMAN.COM