Talk:CliftonLarsonAllen

Proposed change

Due to COI WP:SCOIC, I would like to request someone assist in making edits.

CEO is now Denny Schleper.

The firm no longer has a location in California.

Additionally, the proposed changes from 23 June 2014 were never made. Can someone assist? Thank you.

Plhv19 (talk) 20:27, 22 January 2015 (UTC)

References

Proposed change

Due to COI WP:SCOIC, I would like to request someone assist in making edits.

CliftonLarsonAllen headquarters is now in Minneapolis only.

Updated revenue and employee number data is available here ($563.5 mil; 3,600).

The firm no longer has a location in Mississippi.

The firm's primary/preferred website URL has changed to www.claconnect.com. You can see this on Facebook, LinkedIn, Twitter pages, etc. No real source to reference.

Thank you.

Plhv19 (talk) 17:35, 23 June 2014 (UTC)

References

Proposed change

Due to COI WP:SCOIC, I would like to request someone assist in making edits. CEO Kris McMasters has retired from CliftonLarsonAllen. Gordy Viere is now the sole CEO. Will someone help update the key people section to reflect only Viere as CEO? Sources: http://www.startribune.com/business/200968741.html?refer=y http://www.accountingweb.com/article/krista-mcmasters-cliftonlarsonallen-co-ceo-announces-retirement/221389 Plhv19 (talk) 13:33, 4 April 2013 (UTC)

 Done – Fayenatic London 18:05, 4 April 2013 (UTC)

Edit requested on August 24, 2016

Please remove as irrelevant "Per the Chicago Tribune, in September 2013, Clifton Gunderson agreed to pay a $35,100,000 settlement on the audit of the City of Dixon. CG had performed the audit for many years but failed to recognize a $54,000,000 fraud.[8]"

Please remove "In 2009, LarsonAllen was named a Best Place to Work in Charlotte,[10] Minneapolis, Philadelphia,[11] Phoenix[12] and St. Louis [13] by local business journals, and the firm’s learning and development team was honored by the American Society for Training & Development (ASTD).[14]" We want to add a separate list of achievements and awards, and these honors will be addressed in that list.

Please change the 3rd and 4th paragraphs under the "CliftonLarsonAllen" heading to include this more complete information "Kris McMasters and Gordy Viere became the first co-CEOs of CliftonLarsonALlen LLP, with Viere also serving as the CEO of CliftonLarsonAllen Holdings. [17] McMasters retired April 1, 2013, leaving Viere as sole CliftonLarsonAllen CEO.[6] Tony Hallada also began serving as CEO of CliftonLarsonAllen Wealth Advisors after the merger. Viere retired in 2015, with Denny Schleper taking over as CEO of CliftonLarsonAllen. Denny Schleper became the CEO of CliftonLarsonAllen in January 2015."

Please add the following locations under "Offices and personnel": Georgia California Kansas New York

Please update the "Awards and Honors" content to the following: • 2004 – Best Places to Work award, BestCompaniesAZ (as Clifton Gunderson) • 2007 – Annual Workplace Excellence Awards Grand Prize, Society for Human Resource Management of Greater Tucson and the Arizona Society for Human Resource Management State Council (as Clifton Gunderson) • 2009 – Best Places to Work award, Charlotte Business Journal (as LarsonAllen) • 2009 – Best Places to Work award, Philadelphia Business Journal (as LarsonAllen) • 2011 – Best Places to Work award, Indiana Chamber of Commerce (as Clifton Gunderson) • 2012 – Best Places to Work award, Crain’s Chicago Business • 2012 – Best Places to Work award, Charlotte Business Journal • 2012 – Best Places to Work award, Indiana Chamber of Commerce • 2013 – When Work Works award (formerly known as the Alfred P. Sloan Award for Excellence in Workplace Effectiveness and Flexibility), When Work Works Milwaukee • 2013 – Best Places to Work Southeast Minnesota award, Workforce Development, Inc • 2015 – Best Places to Work award, Charlotte Business Journal • 2015 – Best in Class 401(k) Award, PLANSPONSOR Magazine

Please remove as irrelevant, under the "CliftonLarsonAllen" subhead "In April 2015 CliftonLarsonAllen was fined by the Illinois Department of Financial and Professional Regulation for failing to detect the largest theft of local government funds, by Rita Crundwell stole $50 million.[19]" Again, this is irrelevant and also repeats what was mentioned in the section above it.

If it is not an option to completely remove the Dixon, Illinois matter from the page, please allow us to consolidate the information into one section. It is biased and redundant to mention the same thing in three distinct places on the page.

Rdlev (talk) 16:18, 24 August 2016 (UTC)

Hi Rdlev, and thank you for your suggestions. I don't see why the Dixon settlement is "irrelevant"—it may have happened several years ago, but it is the nature of a reference website to collect the entire history of a firm, not just recent events. I have done as you asked and consolidated the two mentions. The new locations have also been added, but I decline to add any additional awards. A summarized sentence is acceptable, but in my opinion listing every award separately is excessive. Hope this helps. Altamel (talk) 16:55, 24 August 2016 (UTC)

References

Some proposed changes

Change: CliftonLarsonAllen is now the eigth largest accountancy firm in the United states (citation http://editiondigital.net/publication/?i=479119#{%22issue_id%22:479119,%22page%22:16} publication from https://www.accountingtoday.com/top-100-firms-and-regional-leaders, page 16) Remove: "CliftonLarsonAllen's headquarters are in Minneapolis, Minnesota." Cliftonlarsonallen doesn't have an official headquarters. (citation http://editiondigital.net/publication/?i=479119#{%22issue_id%22:479119,%22page%22:16} publication from https://www.accountingtoday.com/top-100-firms-and-regional-leaders, page 16, footnote 5) Change: Under "Offices and personnel" edit the following statistics: more than 5,400 people, including more than 700 principals and 2,300 CPAs, in more than 110 locations across the United States. (citation https://www.claconnect.com/locations) Add: Under "Awards and honors" add the sentence "In September 2016, CEO Denny Schleper was named among the top 100 most influential people in accounting by Accounting Today." (citation https://www.claconnect.com/-/media/files/media/accounting-today-top-100-most-influential-people.pdf?la=en) — Preceding unsigned comment added by Rdlev (talk • contribs)

Reply quotebox with inserted reviewer decisions and feedback 16-APR-2018

Below you will see where text from your request has been quoted with individual advisory messages placed underneath, either accepting, declining or otherwise commenting upon your proposal(s). Please see the enclosed notes for additional information about each request.

Additional text within the article was found to be insufficiently paraphrased from the source material. This text was removed. A listing of this text may be found here. Please see WP:CLOSEPARAPHRASE for more information about this requirement.
Regards,  Spintendo      03:55, 17 April 2018 (UTC)

Change: CliftonLarsonAllen is now the eigth largest accountancy firm in the United states.
Approved.
___________

Remove: "CliftonLarsonAllen's headquarters are in Minneapolis, Minnesota." Cliftonlarsonallen doesn't have an official headquarters.
Approved.
___________

Change: Under "Offices and personnel" edit the following statistics: more than 5,400 people, including more than 700 principals and 2,300 CPAs, in more than 110 locations across the United States.
Approved.
___________

Add: Under "Awards and honors" add the sentence "In September 2016, CEO Denny Schleper was named among the top 100 most influential people in accounting by Accounting Today."
Approved.
___________

For the CEO of the 8th largest firm to be listed in the top 100 people of the sector is nothing remarkable. Removed. – Fayenatic London 07:48, 17 April 2018 (UTC)

Proposed addition

In the most recent round of edits, the post editor commented that "For the CEO of the 8th largest firm to be listed in the top 100 people of the sector is nothing remarkable. Removed. – Fayenatic London 07:48, 17 April 2018 (UTC)" However, in the previous iteration of the page, our prior CEOs achieved the same distinction in 2012 and that line was allowed on the page. That line was "In August 2012 CEOs Gordy Viere and Kris McMasters were named among the top 100 most influential people in accounting by Accounting Today." I am confused why that line was allowed on our page before, but now entirely removed as "unremarkable"? If that distinction is still thought to be unremarkable, I'd respectfully request that you add back in the line that was previous there: "In August 2012 CEOs Gordy Viere and Kris McMasters were named among the top 100 most influential people in accounting by Accounting Today." Rdlev (talk) 16:50, 23 April 2018 (UTC)

Declined, because that was equally unremarkable. It should not have been included in the article before. If any of these CEOs were in a notable list of top 100 people in business in North America/USA, or in a sector that they advise, that would be worth including; but not featuring in a list restricted to their own sector.

As you are apparently only interested in this one article in Wikipedia, I suggest you apply yourself instead to rewriting in original language some of the potentially interesting material about the predecessor firms' history, which was recently removed as WP:copyright violation. – Fayenatic London 22:00, 23 April 2018 (UTC)

CliftonLarsonAllen now going by CLA

• Some proposed changes

Information to be added or removed: Our company has transitioned from referring to itself as "CliftonLarsonAllen" to calling ourselves "CLA." Explanation of issue: We have previously referred to ourselves as CliftonLarsonAllen, but our firm has changed that to referring to ourselves as CLA. We do not have an official legal designation (d/b/a) as CLA, and our legal name is still CliftonLarsonALlen LLP. However, we do refer to ourselves as CLA throughout our website, external communications, and social media channels. We would like to change certain references within our Wikipedia article from CliftonLarsonAllen to CLA. The idea behind this request is to minimize confusion and keep things consistent across the internet for all users. The instances we feel would be appropriate for the change: --The CliftonLarsonAllen header under the "History" section. --In the line "CliftonLarsonAllen emphasizes industry-specific services," --In the line "In September 2013, CliftonLarsenAllen agreed to pay" --Under the Offices and personnel section, in the line "CliftonLarsonAllen employs more than 5,400 people"

References supporting change: Home page using CLA About Us page using CLA

Thank you! Rdlev (talk) 17:49, 2 November 2018 (UTC)Rachel Levitt

References

Reply 03-NOV-2018

  Edit request partially implemented  

1. N The heading under 1.3 was kept as the longform name as that is the style of the section (i.e., 1.1 and 1.2 are not titled "CG" or "LA").
2. Y The other instances in the article were changed to CLA.

 Additional notification:

Future edit requests for this article from Rdlev are on hold until the COI editor fulfills their WP:COIDISCLOSE obligations.

Regards,  Spintendo  14:14, 3 November 2018 (UTC)

Edits requested

I understand that I may not have properly disclosed my COI in my last edit request. I am *really hoping that I did it correctly this time, following along with https://en.wiki.x.io/wiki/Wikipedia:Conflict_of_interest#How_to_disclose_a_COI Rdlev (talk) 02:49, 4 March 2019 (UTC)

• Some proposed changes:

Information to be added or removed: Under "Office and Personnel" it should read "CLA employs more than 6,100 people including more than 700 principals and 2,590 CPAs, in more than 120 locations across the United States"

Explanation of issue: We have acquired a large firm and our employee count has increased from 5,400 to 6,100, our CPA count has increased to 2,590, and our number of locations has increased by 10 to be 120 total.

References supporting change: Under the "Our People" heading: https://www.claconnect.com/about-us/overview. Here is the press release announcing the acquisition which led to the increase in personnel, CPAs, and locations: https://www.claconnect.com/media/schenck-team-joins-cla Rdlev (talk) 02:49, 4 March 2019 (UTC)

• Additional proposed changes:

Information to be added or removed: CliftonLarsonAllen's annual revenue is $865 million

Explanation of issue: CliftonLarsonAllen's annual revenue has increased from $749 million to $865 million in 2018

References supporting change: On page 12 of this PDF, Accounting Today's Top 100 firms 2018 https://www.pragermetis.com/sites/pragermetis.com/files/Accounting-Today-Top-100-Accounting-Firms.pdf Rdlev (talk) 02:49, 4 March 2019 (UTC)

Reply 4-MAR-2019

  Edit request implemented  

• The employee count in the infobox was updated.
• The financials were updated.

Regards,  Spintendo  11:10, 4 March 2019 (UTC)

Some Proposed Changes and Additions

Due to COI WP:SCOIC, I would like to request someone assist in making edits.

- Financials Update: Annual Revenue increase to US$1.663 billion (2023) - Source: Accounting Today Top 100 Firms [pg 18] https://arizent.brightspotcdn.com/ff/9e/bf9fbaf44678bae87a8c733b57c1/act-0323-t100.pdf

- Employee Count Update: increase to 7,727 (2023) - Source: - Source: Accounting Today Top 100 Firms [pg 18] https://arizent.brightspotcdn.com/ff/9e/bf9fbaf44678bae87a8c733b57c1/act-0323-t100.pdf

- Main Entry Update: CLA is no longer a member of the Nexia International Accounting Network.

- Requested correction: CliftonLarsonAllen LLP (known as CliftonLarsonAllen or CLA) is a professional services [remove statement of affinity to Nexia] firm and the eighth largest accountancy firm in the United States. It was established in 2012 with the merger of two U.S. firms: Clifton Gunderson LLP (based in Milwaukee, Wisconsin) and LarsonAllen LLP (based in Minneapolis, Minnesota).

History Entry Updates and Additions: Clifton Gunderson LLP was the 14th largest accounting firm in the U.S. in 2010,[6] and the largest member firm of HLB International until it left that network in 2012 after the merger with LarsonAllen.[5] The merger occurred January 2, 2012.

[Changes + Additions] - In June 2022, CLA formed CLA Global Limited in collaboration with Evelyn Partners, a U.K.-based wealth management group. CLA Global provides services to more than 10,000 international clients in more than 100 countries. CLA is one of the top 15 global accounting and advisory organizations in the world, based on fee income.

[Addition] - CLA works with a wide variety of industries. The firm has the most construction clients among U.S. accounting firms and is the top audit firm for credit unions.

[Addition] - CLA Wealth Advisors rank 55th in Barron’s top 100 RIA firms for 2022 and is ranked number five in assets under management by Accounting Today.

[Change + Addition] - Kris McMasters and Gordy Viere became the first co-CEOs of CLA,with Viere also serving as the CEO of CLA Holdings.McMasters retired April 1, 2013, leaving Viere as sole CEO.Denny Schleper became the CEO of CLA in January 2015 after Viere retired.Upon Schleper’s retirement, Jen Leary was named CEO in January 2021.

[Addition]- CLA was named a Certified Great Place to Work for 2022 and 2023 based on employee feedback and work experience. The firm also was recognized by Forbes as one of their top 500 companies for Best Employers for Diversity 2021.

[Addition] - In June 2022, the CLA Foundation announced $1 million in grants to the National Association of Black Accountants to seed NABA’s new Pathway to College program, support human capital needs, and create scholarships.

In September 2013, CLA agreed to pay a $35,100,000 settlement on the audit of the City of Dixon, Illinois. Clifton Gunderson had performed the audit for many years, but Clifton Gunderson had failed to recognize fraud committed by the city's controller Rita Crundwell that amounted to nearly $54 million. In addition, the firm was fined by the Illinois Department of Financial and Professional Regulation.

Ahtsy (talk) 17:18, 1 June 2023 (UTC)