Speakers | AICPA ENGAGE 2019

2019 keynotes

headshot picture of Zanny Minton Beddoes

Zanny Minton Beddoes

Session: Stress-Testing America's Prosperity

headshot picture of Ian Bremmer

Ian Bremmer

Session: The Fat Tail: The Power of Political Knowledge for Strategic Investing

headshot picture of Barry Melancon

Barry Melancon

Session: Professional Update

headshot picture of William Reeb

William Reeb

Session: Professional Update

headshot picture of Simon Sinek

Simon Sinek

Session: Leading Through Organizational Transformation — A Conversation With Simon Sinek

All Speakers

Randy Abeles

Partner
RSM

Kelly Allen

Owner
Level Advisors

Nancy Amick

Senior Director, Institute for Family Culture
Abbot Downing

Alan Anderson

President
ACCOUNT-ability Plus

Anne Angera

Director of Marketing
DunlapSLK

Amy Archer

Senior Manager
RSM US LLP

Denny Ard

Partner
DHG

Mark Astrinos

Principal & Founder
Libra Wealth

Mike Austin

CPA, Sr. Technical Manager
AICPA

Thomas Austin

Consultant
Self

Caitlin Balcerzak

AAM-MAA Awards Subcommittee Chair
Association for Accounting Marketing

Anirban Basu

Chairman @ CEO
Sage Policy Group, Inc.

Ted Batson

Partner/Tax Counsel
CapinCrouse LLP

David Bean

Director of Research and Technical Activities
Governmental Accounting Standards Board

Robert Biddle

Principal
Bowman & Company LLP

Steve Bigge

Partner
Keebler and Associates, LLP

James Blackwell

Vice President, Wealth and Estate Planning at RDA Ltd and Family Office CFO at J. Blackwell Financial Services and Consulting, Inc.

Jim Boomer

CEO
Boomer Consulting, Inc.

Karyln Borysenko

Organizational Psychologist
Zen Workplace

Brian Boswell

President, Founder
529 Expert, LLC

Jim Bourke

Partner
WithumSmith+Brown

Samantha Bowerman

Meeting Manager
Association for Accounting Marketing

Dwayne Bragonier

Founder
BAI Bragonier & Associates Inc.

Mike Brand

Partner
Johnson, Feigley, Newton & Brand, LLP

Ian Bremmer

President & Founder
Eurasia Group

Melissa Brogan

Vice President and Summit Board Liaison
Association for Accounting Marketing

Karen Brosi

Owner
Karen Brosi, EA, CFP, LLC

Rebekah Brown

Director of Development
MACPA/BLI

Steven Brown

Partner
RubinBrown LLP

Craig Browning

Director of Marketing and Personnel
KWC Certified Public Accountants

Catherine Bruder

President
Catherine Bruder Consulting LLC

Susan Bruno

Managing Director
Capital Wealth Advisors

Jean Caragher

President
Capstone Marketing

Evan Carroll

Speaker and Author
Evan Carroll and Associates

Blanche Christerson

Managing Director
Deutsche Bank

Rhonda Clark

Association Coordinator
Association for Accounting Marketing

Joanne Y. Cleaver

President
Wilson-Taylor Associates Inc.

Patti Clement

Senior Vice President
Hub International

Lauren Clemmer

Executive Director
Association for Accounting Marketing

Jeremy Clopton

Director
Upstream Academy

Sue Coffey

Executive Vice President
AICPA

Carlton Collins

Editor
ASA Research

Virginia Collins

Quality Control Manager
Berdon LLP

Becca Davis

Director of Practice Growth
Rea & Associates, Inc.

Linda Delahanty

Senior Manager
AICPA

Jeremy Dillard

Partner
SingerLewak LLP

Bob Dohrer

Chief Auditor
AICPA

Kathleen Donelli

Partner
McCarthy Fingar LLP

Jeremiah Doyle

Senior Vice President
BNY Mellon Wealth Management

Antoine Dupont

CEO
Katapult Marketing

Robert Durak

Director
Association of International Certified Professional Accountants

Jennifer Elder

President
The Sustainable CFO

Michael Elliott

Principal
DittrickCPA

Sarah Elliott

Principal and Co-Founder
Intend2Lead LLC

John Evans

Wealth Advisor and Principal
Truepoint Wealth

Kim Fantaci

President
CPA Firm Management Association

Lisa Featherngill

Head of Legacy and Wealth Planning
Abbot Downing

Martin S Finn

Founding Partner
Lavelle & Finn, LLP

Nicola Flemming

Summit Co-Chair
Association for Accounting Marketing

Brent Forbush

Partner
Forbush and Associates

George Forsythe

Managing Partner
WellsColeman

Mary Kay Foss

Owner
Mary Kay Foss CPA

Lee Frederiksen

Managing Partner
Hinge

Heidi Freeman

Member
Oshins & Associates, LLC

David Frisch

President
Frisch Financial Group, Inc.

Melisa Galasso

Owner
Galasso Learning Solutions LLC

Liz Gantnier

Partner
DHG

Carl George

CEO
Carl George Advisory, LLC

Mike Glynn

Senior Manager - Audit & Attest Standards
AICPA

Paige Goepfert

Director
Andersen Tax LLC

Amber Goering

Shareholder
Goering and Granatino, P.A.

Michelle Golden

President
Fore LLC

Ahava Goldman

Associate Director
Association of International Certified Professional Accountants

Bob Goricki

Director of Digital Marketing
Skoda Minotti Strategic Marketing

Lynford Graham

Visiting Professor
Bentley University

Louis Griego

Senior Manager
Sandia National Labs

Dan Griffiths

Partner
Tanner LLC

Tom Groskopf

Technical Director - CPEA
Barnes Denning

Tracy Harding

Principal
BerryDunn

Melissa Harrison

CEO
Allee Creative

Kate Harry Shipham

Networking Subcommittee Chair
Association for Accounting Marketing

Stacey Hekkert

President & Managing Partner
Anton Collins Mitchell LLP

Kari Hipsak

Manager
Association of International Certified Professional Accountants

Judy Hoberman

President
Selling A Skirt

Christine M. Holliden

Principal
Hollinden | marketers + strategists

Dawn Howard

Region Industry Development Leader
BKD, LLP

Marsha Hunt

Board Member
FASB

Jessica Iennarella

Forensic Accounting Supervisor
HSNO The Forensics Firm

Kristy Illuzzi

Senior Technical Manager
AICPA

Jason Jobgen

Director
BKD, LLP

David Johnson

Senior of Counsel
McDonald Hopkins

Eric L. Johnson

Partner
Deloitte Tax, LLP

Eric Johnson

Partner
RubinBrown LLP

Jane Johnson

CPAFMA Chair, Principal/Firm Administrator
Grimbleby Coleman CPA's, Inc.

Randy Johnston

CEO/Exec VP
NMGI/K2 Enterprises

Amy Jucoski

Managing Director, Legacy and Wealth Planning
Abbot Downing, Wells Fargo

Abbey Kanellakis

Content Development Specialist
Rea & Associates, Inc.

Robert Keebler

Partner
Keebler and Associates, LLP

Roman H. Kepczyk

Director of Firm Technology Strategy
Right Networks

Sidney Kess

Senior Consultant
Citrin Cooperman

Michael Kitces

Publisher | Partner
Nerd's Eye View | Pinnacle Advisory Group

Mark Klein

Esquire
Hodgson Russ LLP

Allan Koltin

CEO
Koltin Consulting Group

Joe Kovacs

Director of Marketing and Business Development
Councilor, Buchanan & Mitchell P.C. (CBM)

Christopher Kowal

Principal
Homrich Berg

Mark Koziel

Executive Vice President – Public Accounting
Association of International Certified Professional Accountants

Bernard Krooks

Founding Partner
Littman Krooks, LLP

Art Kuesel

President
Kuesel Consulting, Inc.

Brian Kush

Principal
Intend2Lead

Julie Kwon

Partner
McDermott Will & Emery LLP

JoAnn C. Labbie

Team Development Strategist
CLO

Anne-Marie Laderoute

Principal, Partner Programs and Specialty Area Credentials
CPA Canada

Joshua Lance

Managing Director
Lance CPA Group

Danielle Leitch

Executive Vice President
MoreVisibility

Jennifer Lemanski

Senior Manager
PKF Texas

Barbara Lewis

Audit Director, Shareholder
Atkinson & Co.

Lori Liddell

Senior Manager
HORNE LLP

Becky Livingston

President & CEO
Penheel Marketing

Garielle Luoma

CEO, Founder
GMLCPA

Mike Maksymiw Jr.

Partner
Marcum LLP

Samantha Mansfield

Director, Professional Development & Community
CPA.com

Rhonda Maraziti

CMO
Withum Smith + Brown, PC

Mark Mayberry

Director, Assurance Office of Tomorrow
BDO

Carl Mayes

Associate Director - CPA Quality and Evolution
AICPA

Gary McBride

Emeritus Professor
California State University, East Bay

Courtney McCandless

Attorney
Oshins & Associates, LLC

Frances McClintock

Assoc Director- Peer Review Program
AICPA

Peg McIntyre

VP Membership
Association of Iinternational Certified Professional Accountants

Sean McLean

Director of Technology Consulting
Petrinovich Pugh & Company, LLP

John Meislahn

Director of Business Development
Pisenti & Brinker LLP

Barry Melancon

CEO
Association of International Certified Professional Accountants

David Miklas

owner
Law Office of David Miklas, P.A.

Mark Miklosovic

Client Advisory & Strategy - A&A
Thomson Reuters

Sondra Miller

Honorable
McCarthy Fingar LLP

Lauren Minch

Director of Institutional Development
Wiley

Zanny Minton Beddoes

Editor-In-Chief
The Economist

Dan Moore

Sole Practitioner
D.T. Moore & Company, LLC

Daniel Scott Moore

Shareholder & EVP
The Rainmaker Companies

Beth More

Content Subcommittee Chair
Association for Accounting Marketing

Annette Nellen

Professor
San Jose State University

Christine M Nelson

Senior Communications Consultant
Ingenuity Marketing Group, LLC

Adelaide Ness

Executive Vice President
The Rainmaker Companies

Matt Newman

Consultant
The Frontier Project

Samantha A. Nystrom

Content & Digital Marketing Manager
Sikich LLP

Jay L. Oliphant

CPA
DHG LLP

Thomas Patterson

Senior Director
NTT Data Services, Inc.

Barry Pelagatti

Partner
RKL LLP

Keith Peterka

Partner
Anchin, Block & Anchin LLP

Carl Peterson

VP - Small Firms
Association of International Certified Professional Accountants

Stephanie Pickering

Senior Manager
McGee, Hearne & Paiz, LLP

Lisa Piehl

Program Manager,Estate and Gift Tax Policy
IRS

Bill Pirolli

Partner
DiSanto Priest & Co

Elizabeth Pittelkow-Kittner

Controller
Litera Microsystems

Andrew Pope

Partner
Grant Thornton LLP

Renee Prince

President
Renee Prince CPA PC

Marcey Rader

Productivity Consultant and Speaker
Work Well. Play More!® Institute

Kristen Rampe

Owner
Kristen Rampe Consulting

Justin Ransome

Partner
EY

William Reeb

CEO
Succession Institute, LLC

Peter Reilly

President and Managing Partner
Councilor, Buchanan & Mitchell P.C. (CBM)

Erin Roche

Team Leader
Elliott CPA Group Inc.

Cathy Rowe

Product Manager, Accounting & Audit
Wolters Kluwer

Donna Salter

Faculty
Intend2Lead

Daniel Sanders

Partner
Dixon Hughes Goodman, LLP

Ted Sarenski

CEO
Blue Ocean Strategic Capital

Brian Schebler

Managing Director
RSM US LLP

Ronelle Sellers

Director of Marketing
Henderson Hutcherson & McCullough, PLLC

Becca Shane

Accounting/Financial Reporting - Director/Manager
Hamilton Place Strategies

Larry Sheftel

Vice President-HR
Aprio

Bill Sheridan

Chief Communications Officer
Maryland Association of CPAs

Eileen Sherr

Senior Manager - AICPA Tax Policy & Advocacy
AICPA ENGAGE

Donny Shimamoto

Managing Director
IntrapriseTechKnowlogies LLC

Steve Siegel

President
The Siegel Group

Stuart Silverman

Principal & Consulting Actuary
Milliman

Kristen Simmons

Member
Oshins & Associates LLC

Lisa Simpson

Associate Director, Firm Services
Association of International Certified Professional Accountants

Simon Sinek

Author & Speaker

Brad Smith

Partner
MCM LLP

Rachael Smith

CPA
White Lodging

Phyllis Sossi

Marketing Subcommittee Chair
Association for Accounting Marketing

Scott Sprinkle

Managing Member
Sprinkle & Associates LLC

Marc Staut

Principal & Consultant
Boomer Consulting, Inc

Carrie Steffen

President, Co-Founder
The Whetstone Group

Kevin Stephens

Partner
HintonBurdick PLLC

Lindsay Stevenson

Vice President - Finance
1st Financial Bank USA

Launa Stewart

Founder / Principal Consultant
Launa Stewart Consulting

Christine Strukel

Summit Chair
Association for Accounting Marketing

Brian Tankersley

Director, Strategic Relationships
K2 Enterprises

Peggy Ugent

Retired
Giordani, Swanger, Ripp & Jetel, LLP

Steve Ursillo

Partner
Cherry Bekaert, LLP

Missia Vaselaney

Attorney
Taft Stettinius & Hollister, LLP

Dustin Verity

Managing Partner
Verity CPAs

Amy Vetter

CEO
The B3 Method Institute (QuickStart Training)

Dawn Elizabeth Wagenaar

Principal
Ingenuity Marketing Group LLC

Joseph Walloch

CEO
Walloch Corporation

Amy Wang

Senior Manager
Association of International Certified Professional Accountants

Kelly Ward

CPA
Robinson & Ward, PC

Tom Ward

Partner
McDermott Will & Emery LLP

Kelly Welter

Partner
Serl Keefer Welter CPAs LLP

Cari Weston

Director,Tax Practice & Ethics-Tax Section
Association of International Certified Professional Accountants

Ann White

Human Resources Regional Manager
BDO USA

Sandra Wiley

President
Boomer Consulting, Inc.

Amanda Wilkie

Consultant
Boomer Consulting, Inc

Matthew Wilson

Shareholder
Wilson Ivanova CPAs

Cheryl Wipper

VP - Communications,Reputations & Brand
Association of International Certified Professional Accountants

Jeremy S. Wortman

Dr.
HRD Initiatives