Chief Operating Officer
Jackson Thornton & Co.,P.C
Senior Director, Institute for Family Culture
Abbot Downing
President
ACCOUNT-ability Plus
President & CEO
Matters of Management, LLC
Director of Marketing
DunlapSLK
National Tax Principal
Ernst & Young, LLP
President
Advisor Insights Inc.
Senior Manager
RSM US LLP
Alliance Client Services Support Manager
BDO Alliance USA
Principal & Founder
Libra Wealth
Chief Accountant
U.S. Department of Labor
CPA, Sr. Technical Manager
AICPA
Chairman and CEO
Sage Policy Group, Inc.
Partner/Tax Counsel
CapinCrouse LLP
Director of Research and Technical Activities
Governmental Accounting Standards Board
President
L.K. Benson & Company
Managing Director of VRTL
Gettry Marcus CPA P.C.
Principal
Bowman & Company LLP
Partner
Keebler and Associates, LLP
Senior Advisor
Pioneer Wealth Partners
CEO
Boomer Consulting, Inc.
Organizational Psychologist
Zen Workplace
President, Founder
529 Expert,LLC
Partner
WithumSmith+Brown
Partner
Johnson, Feigley, Newton & Brand, LLP
President & Founder
Eurasia Group
Owner
Karen Brosi, EA, CFP, LLC
Director of Development
MACPA/BLI
Director of Marketing and Personnel
KWC Certified Public Accountants
President
Technology Tools for Today (T3)
President
Catherine Bruder Consulting LLC
Managing Director
Capital Wealth Advisors
President
Capstone Marketing
Head of Channel Sales
Expensify
Speaker and Author
Evan Carroll and Associates
EVP, Chief Cloud Officer
RKLe Solutions, LLC
Partner
Kostelanetz & Fink LLP
Partner
Dixon Hughes Goodman LLP
President
Wilson-Taylor Associates Inc.
Senior Vice President
Hub International
Director
Upstream Academy
Executive Vice President
AICPA
Quality Control Manager
Berdon LLP
Director, Accountants Program
Sage Intacct
Director, Financial Management and Assurance Team
GAO
Head, Private Wealth Management, Member Value
CFA Institute
Director of Practice Growth
Rea & Associates,Inc.
Enterprise Account Manager
CPA.com
Partner
McCarthy Fingar LLP
Senior Vice President
BNY Mellon Wealth Management
Author of Happy Money: The Science of Happier Spending
Director
Association of International Certified Professional Accountants
Senior Manager
Ernst & Young LLP
Senior Technical Manager
AICPA
President
The Sustainable CFO
Principal and Co-Founder
Intend2Lead LLC
Head of Legacy and Wealth Planning
Abbot Downing
Chief Academic Officer
The American College
Founding Partner
Lavelle & Finn, LLP
Managing Director
Andersen Tax LLC
Product Marketing Manager
CPA.com
President, Founder & Inventor
Veralytic
Regional Director
Windsor Insurance
Director of Retirement and Life Planning
Horsesmouth
Partner
Forbush and Associates
Partner, Assurance Services
Ernst & Young LLP
Member
Oshins & Associates,LLC
President
Frisch Financial Group, Inc.
Owner
Galasso Learning Solutions LLC
CEO
Carl George Advisory,LLC
Director
Andersen Tax LLC
President
Wealthstream Advisors, Inc.
Director of Digital Marketing
Skoda Minotti Strategic Marketing
Professor
University of Georgia
Visiting Professor
Bentley University
Partner
Green & Sklarz LLC
Senior Manager
Sandia National Labs
President
Grimbleby Coleman CPAs
Technical Director - CPEA
Barnes Denning
Chief Technology Officer
MindBridge
Of Counsel
Ivins,Phillips & Barker,Chartered
President, Founder
Candid Culture, Inc.
President & Managing Partner
Anton Collins Mitchell LLP
Owner
DEANN AUMAN HILL CPA
Manager
Association of International Certified Professional Accountants
President
Selling A Skirt
Managing Director
Andersen Tax
Principal
Hollinden | marketers + strategists
Director of Finance and Operations
Anton Collins Mitchell LLP
CEO
Maryland Association of CPAs
Region Industry Development Leader
BKD, LLP
Forensic Accounting Supervisor
HSNO The Forensics Firm
Senior Technical Manager
AICPA
Director
Simon-Kucher & Partners
Senior of Counsel
McDonald Hopkins
Partner
Deloitte Tax, LLP
CPAFMA Chair, Principal/Firm Administrator
Grimbleby Coleman CPAs
Strategic Advisor
CPA.com
CEO/Exec VP
NMGI/K2 Enterprises
Managing Director, Legacy and Wealth Planning
Abbot Downing,Wells Fargo
Senior Consultant
High Performing Culture
Content Development Specialist
Rea & Associates,Inc.
Partner
Proskauer Rose LLP
Partner
Keebler and Associates, LLP
President & COO
XCM Solutions
Director of Firm Technology Strategy
Right Networks
Principal Consultant
Thomson Reuters
Senior Consultant
Citrin Cooperman
Shareholder
Clayton & McKervey
Senior Managing Consultant
Epicentric Consulting
Publisher | Partner
Nerd's Eye View | Pinnacle Advisory Group
CEO
Koltin Consulting Group
Director of Marketing and Business Development
Councilor, Buchanan & Mitchell P.C. (CBM)
Management Consulting Leader
Abaci LLC
Executive Vice President – Public Accounting
Association of International Certified Professional Accountants
Vice Chairman
Financial Accounting Standards Board (FASB)
Founding Partner
Littman Krooks, LLP
President
Kuesel Consulting,Inc.
Partner
McDermott Will & Emery LLP
Team Development Strategist
CLO
Managing Director
Lance CPA Group
Director of Administration
Maner Costerisan P.C.
Global Fiduciary Strategist
Northern Trust Company
Executive Vice President
MoreVisibility
Director of Advisor Education
BluePrint Wealth Alliance / Kitces.com
Founder
Absolute Engagement
President & CEO
Penheel Marketing
Owner
Lucas Valuation Group
Director of Professional Development & Community
CPA.com
CMO
Withum Smith + Brown,PC
Principal
Leaf, Miele, Magnanelli, Fortunato & Engel, LLC
Audit Principal
CliftonLarsonAllen LLP
Director, Assurance Office of Tomorrow
BDO
Associate Director - CPA Quality and Evolution
AICPA
Emeritus Professor
California State University, East Bay
Attorney
Oshins & Associates,LLC
Assoc Director- Peer Review Program
AICPA
Co-founder & President
Trusted CFO Solutions
VP Membership
Association of International Certified Professional Accountants
Lawyer
Saul EwingArnstein & Lehr LLP
HR Business Partner
Paychex Inc.
Director of Technology Consulting
Petrinovich Pugh & Company, LLP
Principal
Pinnacle Planning, LLC
Director of Business Development
Pisenti & Brinker LLP
CEO
Association of International Certified Professional Accountants
CEO
Ashar Group, Life Settlements & Policy Evaluation
Owner
Law Office of David Miklas,P.A.
Honorable
McCarthy Fingar LLP
Director of Institutional Development
Wiley
Managing Director
CBIZ MHM,LLC
Editor-In-Chief
The Economist
Consultant
ConvergenceCoaching LLC
President
CSP - Art of Likability
Sole Practitioner
D.T. Moore & Company, LLC
Shareholder & EVP
The Rainmaker Companies
Vice President
Money Quotient
Professor
San Jose State University
Senior Communications Consultant
Ingenuity Marketing Group,LLC
Executive Vice President
The Rainmaker Companies
Consultant
The Frontier Project
Content & Digital Marketing Manager
Sikich LLP
Attorney
Oshins & Associates
CEO
The Ensemble Practice LLC
Partner
Buchanan & Patterson,LLP
Senior Director
NTT Data Services, Inc.
VP - Small Firms
Association of International Certified Professional Accountants
The American College
Professor of Retirement Income
Senior Manager
McGee,Hearne & Paiz,LLP
Program Manager,Estate and Gift Tax Policy
IRS
Partner
DiSanto Priest & Co
Controller
Litera Microsystems
Partner
Grant Thornton LLP
Director of Research - Wealth Strategies
Bernstein
Partner & Director of Administration
DeLeon & Stang, CPAs and Advisors
President
Renee Prince CPA PC
Productivity Consultant and Speaker
Work Well. Play More!® Institute
Owner
Kristen Rampe Consulting
CEO
Succession Institute,LLC
President and Managing Partner
Councilor, Buchanan & Mitchell P.C. (CBM)
Assistant Professor of Taxation | CFP Program Director
The American College of Financial Services
Risk Control Consulting Director
CNA
Product Manager, Accounting & Audit
Wolters Kluwer
Partner
Moses & Singer LLP
ASB Chair
Grant Thornton LLP
Partner
Kostelanetz & Fink, LLP
CEO
Blue Ocean Strategic Capital
Managing Director
RSM US LLP
Managing Partner
Seigneur Gustafson LLP
Director of Marketing
Henderson Hutcherson & McCullough, PLLC
Accounting/Financial Reporting - Director/Manager
Hamilton Place Strategies
Chief Communications Officer
Maryland Association of CPAs
Senior Manager - AICPA Tax Policy & Advocacy
AICPA ENGAGE
Managing Director
IntrapriseTechKnowlogies LLC
Advisor
Judd Thomas CPA's & Advisors
President
The Siegel Group
Lead,International Business Tax Services
Withum
Principal & Consulting Actuary
Milliman
Member
Oshins & Associates LLC
Associate Director, Firm Services
Association of International Certified Professional Accountants
Vice President
Captive Alternatives
President
Transition Advisors LLC
Partner
Kostelanetz & Fink,LLP
Partner
Ed Slott & Company
Managing Member
Sprinkle & Associates LLC
Principal & Consultant
Boomer Consulting, Inc
President
The Whetstone Group
Vice President - Finance
1st Financial Bank USA
Founder / Principal Consultant
Launa Stewart Consulting
Client Service Director
Grant Thornton LLP
Director of Research
Buckingham Strategic Wealth and the BAM Alliance
Firm Administrator
Baker Holtz, CPAs & Advisors
President
Paraklete Financial,Inc.
Global Head of Business Practices
Goldman Sachs
Product Marketing Manager
CPA.com
Chief Operating Officer
William Vaughan Company
Partner
Mandel & Tracy,LLC
Managing Director
Hanover Private Client Corporation
Partner
Anton Collins Mitchell
Senior Strategist
TD Ameritrade Institutional
Retired
Giordani, Swanger, Ripp & Jetel, LLP
Partner
Cherry Bekaert, LLP
Attorney
Taft Stettinius & Hollister, LLP
Senior Director
RSM US LLP
Editor
Inside Information
CEO
The B3 Method Institute (QuickStart Training)
Principal
Ingenuity Marketing Group LLC
The Vanguard Group
Principal, Investment Strategist
Senior Manager
Association of International Certified Professional Accountants
Partner
McDermott Will & Emery LLP
Partner
Serl Keefer Welter CPAs LLP
President
The Client Driven Practice LLC
Director,Tax Practice & Ethics-Tax Section
Association of International Certified Professional Accountants
Regional Human Resources Manager
BDO USA LLP
President
Boomer Consulting,Inc.
Consultant
Boomer Consulting,Inc
VP of Marketing, Accountant Channel
Bill.com
Co-founder and Partner
ConvergenceCoaching,LLC
Shareholder
Wilson Ivanova CPAs
Director of Operations BAIWay
BAI Bragonier & Associates Inc.
VP - Communications,Reputations & Brand
Association of International Certified Professional Accountants
Head of Product Strategy
SpyCloud
Partner
Walter Haverfield LLP
