Partner/Director | AICPA ENGAGE 2019

The Business Coach

Partner/Director

Up to 44 CPE

Conference:

AICPA Practitioners and TECH+

Titles on your LinkedIn profile:

Partner, Director of Public Accounting, Owner, Founder

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Deliver a-ha moments every day with real-time insights
  • Evolve my practice to provide tech answers
  • Make my clients' lives easier by simplifying repetitive financial tasks

In your toolkit:

  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice and people management
  • Emerging tech, including AI, blockchain and data analytics

Your agenda at AICPA ENGAGE 2019

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