2018 Keynotes and speakers.
Confirmed speakers for 2019 will be available later this year.
2018 keynotes
Maria Contreras-Sweet
Session: The Power of American Businesses and Entrepreneurs
David Gergen
Session: Eyewitness to Power: Leadership in America
Adam Grant
Session: Originals: How Non-Conformists Move the World
Eric Hansen
Session: ENGAGE Keynote
Tony Hawk
Session: Master the Business Grind: Tony Hawk’s Tips and Tricks Brought to You by Chase Ink®
Barry Melancon
Session: ENGAGE Keynote
Thought leader spotlight
President, Advisor Insights, Inc.
This workshop is available onsite only.
Mitch Anthony is challenging advisors to step up, broaden their capacity, and embrace a new role—as...
Partner, WithumSmith+Brown
The "Ask the Experts" sessions in the PracTech Connection Zone provide you with direct access to select PracTech speakers to ask questions or bounce...
Owner, Karen Brosi, EA, CFP, LLC
In a panel discussion led by Conference Chair Marty Finn and featuring Chair Emeritus Sid Kess, our committee of experts will:
• Discuss income tax,...
Principal and Co-Founder, Intend2Lead, LLC
Our world is evolving faster than ever before! We are awakening to our potential. We are exploring new possibilities on a larger scale.
The world of...
CEO, MACPA
What can you do to accelerate your career in these times of exponential change? You are living through the biggest change in the workplace as 10,000...
Partner, Keebler and Associates, LLP
Our esteemed panel will:
• Explain the estate and gift provisions of the "Tax Cuts and Jobs Act"
• Discuss how planning with your clients has changed...
Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group
While it is ‘standard’ for advisors to diversify into an asset allocated portfolio, the question of where to locate those asset classes is more...
CEO, Koltin Consulting Group
Mr. Koltin will present on best practices and strategies to ensure that your firm implements a successful performance based partner compensation...
Owner, Kreidercpa
The "Tax Cuts and Jobs Act" of 2017 overhauled individual tax rules and our wealthy clients need us to be able to plan in this new environment. We'...
Founding Partner, Littman Krooks, LLP
This session will focus on issues that affect our clients as they age. With the enhanced federal estate tax exemption, many clients are now more...
Professor of Retirement Income, The American College
The probability-based school of thought on retirement income investing, with its emphasis on total-portfolio return, has dominated financial planning...
CEO, Succession Institute, LLC
The cream rises to the top. That is what we find in every organization regardless of its industry or profession. During the past decade or so,...
Director of Accounting, Jonesboro Prosthetic & Orthotic Lab
Great leaders have courage. They make the tough choices. How do they have that courage? Is it a rogue sense of "My way is the best way?" Is it a...
President, The Siegel Group
It's Back! Please join us to hear the best ideas presented during the conference's first two days. as an added feature, we have asked all speakers to...
President, Transition Advisors, LLC
If you are buying or seeking succession, this session is for you. We will review the following:
• How to value an accounting firm
• Alternative Deal...
Partner, Ed Slott & Company
New Tax Law (the "Tax Cuts and Jobs Act") Retirement Update: The new tax rules will change the retirement tax and estate planning for virtually every...
Vice President - Finance & Tax, 1st Financial Bank USA
Ever get that feeling that if you have to sit through one more meeting without accomplishing something, you might die? Then this session is for you...
Vice President, Internal Audit, Pharmacists Mutual Insurance Company
When it matters the most and our emotions kick in, we often do our worst - and we feel like we're doing the right thing. In this interactive session...
By 2023 an iPhone will have the same computing power as a human brain and by 2030 the latest model will be computationally smarter than 8 of us. It’s...
President, Boomer Consulting, Inc.
In the past, firms have been proud of themselves when they can boast that they have performance management conversations 2 to 3 times per year with...
Co-founder and Partner, ConvergenceCoaching, LLC
As a firm leader, your job is to elevate your firm related to culture and people and lead your firm through major change initiatives. When it comes...
All Speakers
Susan Allen
Senior Manager, AICPA Tax Division
Association of International Certified Professional Accountants
Mike Austin
Senior Technical Manager
Association of International Certified Professional Accountants
Jim Brackens
Vice President - Ethics & Practice Quality
Association of International Certified Professional Accountants
Mark Brooks
Associate Director, Innovation & Strategic Partnerships
Association of International Certified Professional Accountants
Sue Coffey
Executive Vice President - Public Practice
Association of International Certified Professional Accountants
Maria Contreras-Sweet
President
Contreras-Sweet Enterprises
(Former Administrator of the Small Business Administration)
Lindsey Curley
Senior Manager, Firm Services - Public Accounting
Association of International Certified Professional Accountants
Jason DeShayes
Senior Manager, Firm Services
Association of International Certified Professional Accountants
Yasmine El-Ramly
Senior Technical Manager
Association of International Certified Professional Accountants
David Gergen
Professor of Public Service and Co-director of the Center for Public Leadership
Harvard Kennedy School
Mike Glynn
Senior Manager - Audit & Attest Stds
Association of International Certified Professional Accountants
Shelly Guzzetta
Manager, Firm Services - Public Accounting
Association of International Certified Professional Accountants
Kristen Hughes
Associate Director — Advisory Services & Credentialing
Association of International Certified Professional Accountants
Kristy Illuzzi
Senior Technical Manager, Staff Liaison to the Technical Issues Committee
Association of International Certified Professional Accountants
Megan Johnson
Senior Manager of Portfolio Development and Management
Association of International Certified Professional Accountants
David Kelly
Chief Global Strategist and Head of the Global Market Insights Strategy Team
J.P Morgan Asset Management
Mark Koziel
Executive Vice President – Public Accounting
Association of International Certified Professional Accountants
Charles Landes
VP - Professional Standards & Services
Association of International Certified Professional Accountants
Michael Mariano
Principal and Chief Operating Officer.
Leaf, Miele, Manganelli, Fortunato & Engel, LLC
Carl Mayes Jr.
Senior Technical Manager
Association of International Certified Professional Accountants
Liz Rock
Associate Manager - Enterprise Social Media
Association of International Certified Professional Accountants
Donna Salter
Senior Manager Young Member Initiatives
Association of International Certified Professional Accountants
Lisa Simpson
Associate Director, Firm Services
Association of International Certified Professional Accountants
Dan Snyder
Senior Manager - Personal Financial Planning (PA)
Advisory Services and Credentialing
Association of International Certified Professional Accountants
Noel Tagoe
EVP Management Accounting, Research and Curricula
Association of International Certified Professional Accountants
April Walker
Lead Manager – Tax Practice & Ethics – Public Accounting
Association of International Certified Professional Accountants
Barton Waring
Financial Economist and Former Chief Investment Officer for Investment Policy and Strategy, Emeritus
Barclays Global Investors (Retired)
Paul Warrick
Lead Manager, Advisory Services & Credentialing - IMTA CITP Credential
Association of International Certified Professional Accountants
Cari Weston
Director,Tax Practice & Ethics-Tax Section
Association of International Certified Professional Accountants
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