2018 keynotes

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Maria Contreras-Sweet
Session: The Power of American Businesses and Entrepreneurs

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David Gergen
Session: Eyewitness to Power: Leadership in America

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Adam Grant
Session: Originals: How Non-Conformists Move the World

 
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Eric Hansen
Session: ENGAGE Keynote

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Barry Melancon
Session: ENGAGE Keynote

 

Thought leader spotlight

President, Advisor Insights, Inc.
Mitch Anthony is challenging advisors to step up, broaden their capacity, and embrace a new role—as retirement coach. Retirement coaching is the...
Partner, WithumSmith+Brown
This panel session will discuss the role that IT plays in CPA Firm Mergers and Acquisitions. Learning objectives: • Share best practices with staff...
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
To be announced
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

Randy Abeles

Partner
RSM

Eddie Adkins

Partner
Grant Thornton LLP

Marve-Ann Alaimo

Partner
Porter Wright Morris & Arthur LLP

Gary Allen

Principal
Prudent Investor Advisors

Susan Allen

Senior Manager, AICPA Tax Division
Association of International Certified Professional Accountants

Brandon Allfrey

Partner
Squire & Company P.C.

Alan Anderson

President
ACCOUNT-ability Plus

Mitch Anthony

President
Advisor Insights, Inc.

Erik Asgeirsson

President & CEO
CPA.com

Mark Astrinos

Principal & Founder
Libra Wealth

Jerald August

Partner
Kostelanetz & Fink, LLP

Mike Austin

Senior Technical Manager
Association of International Certified Professional Accountants

Thomas Austin

Consultant

John Barnes

Vice President - Platform Strategy
Wolters Kluwer

Patrick Baron

CEO
Ambisafe Financial

Ted Batson

Partner/Tax Counsel
CapinCrouse LLP

David Bean

Director of Research and Technical Activities
Governmental Accounting Standards Board

Kristen Beck Sullivan

Partner
Deloitte & Touche LLP

Scott Bender

Director of Automation & Technology
Flint Hills Resources

Lyle Benson

President
L.K. Benson & Company

Sharon Berman

Principal
Rehmann

Neerja Bhatia

Founder
Art of Resilience

Robert Biddle

Principal
Bowman & Company LLP

Stephen Bigge

Partner
Keebler & Associates, LLP

Clark Blackman

PRESIDENT/CEO
ALPHA WEALTH STRATEGIES, LLC

David Blanchett

Head of Retirement Research
Morningstar Investment Management, LLC

Jonathan Blattmachr

Partner
Pioneer Wealth Partners

Bryan Bodner

Partner
BKD, LLP

Jim Boomer

CEO
Boomer Consulting, Inc.

L. Gary Boomer

Visionary & Strategist
Boomer Consulting, Inc.

Brian Boswell

President, Founder
529 Expert, LLC

Jean-Luc Bourdon

Principal
BrightPath Wealth Planning, LLC

Jim Bourke

Partner
WithumSmith+Brown

Jim Brackens

Vice President - Ethics & Practice Quality
Association of International Certified Professional Accountants

Megan Brackney

Partner
Kostelanetz & Fink, LLP

Dwayne Bragonier

Founder
BAI Bragonier & Associates Inc.

Mike Brand

CPA - Partner
Johnson, Feigley, Newton & Brand, LLP

Thomas Broderick

Managing Principal
Broderick, Phillippi, Wright & Card, LLC

Karen Brosi

Owner
Karen Brosi, EA, CFP, LLC

Jeannine Brown

CEO, Coach & Speaker
Everyday Lead

Steven Brown

Partner & Chairman of Tax Services Group
RubinBrown LLP

Joel Bruckenstein

President
Technology Tools for Today (T3)

Catherine Bruder

Shareholder
Catherine Bruder Consulting

Benjamin Brunette

Attorney
Selinger & Brunette, LLC

Ellen Bruno

President
Compliance Advisor Professionals, LLC

Susan Bruno

Managing Director
Capital Wealth Advisors

Brady Bryan

CEO
BRAYN Consulting, LLC

Kimberly Buckner

Technology Risk Control Consultant
CNA

Louie Calvin

Sr. Product Manager, Payroll
Thomson Reuters

Arianna Campbell

Consultant
Boomer Consulting, Inc.

Christopher Campbell

Principal
Deloitte

Robert Caplan

Partner
Caplan & Wong CPAs, LLP

Cade Carter

Director of Sales
Canopy Tax

Brad Caruso

Partner
WithumSmith+Brown

Michael Cheng

PCC Coordinator
FASB

John Chisholm

Partner and CEO
SB Partners LLP

David Cieslak

Principal
Arxis Technology, Inc.

Colin Clark

Retirement Plan Specialist
Washington Financial Group

Ernest Clark

Relationship Director
BAM Alliance

Cathy Clarke

Chief Assurance Officer
CliftonLarsonAllen, LLP

Patti Clement

Senior Vice President
Hub International

Sue Coffey

Executive Vice President - Public Practice
Association of International Certified Professional Accountants

Alexandra Connell

CEO
Pluma

John Connors

President
Tax Educators' Network, Inc.

Maria Contreras-Sweet

President
Contreras-Sweet Enterprises (Former Administrator of the Small Business Administration)

Amy Cooper

Instructor
University of Alaska Fairbanks

Jessica Cormier

Principal
Cormier Consulting

Chris Cromer

Director of Operations
CPA.com

Caitlin Crommett

Founder, President
DreamCatchers Foundation

Kevin Cumley

Director, Accountants Program
Sage Intacct

Lindsey Curley

Senior Manager, Firm Services - Public Accounting
Association of International Certified Professional Accountants

Timothy Curt

Managing Director
Warburg Pincus LLC

James Dalkin

Director, Financial Management and Assurance Team
GAO

Emily Dear

Co-Founder
regroupTAX

Evan DeFord

Customer Experience Director
Inflo

Ted Denbow

VP of Sales
RightCapital

John DeRose

Executive Director
EY

Jason DeShayes

Senior Manager, Firm Services
Association of International Certified Professional Accountants

Jeremy Dillard

Partner
SingerLewak, LLP

Sarah Dobek

President and Founder
Inovautus Consulting

James Dowd

CEO
North Capital

Jeremiah Doyle

Senior Vice President
BNY Mellon Wealth Management

Robert Durak

Director
Association of International Certified Professional Accountants

Brian Edelman

CEO
FCI

Mark Edmondson

President & CEO
Inflo

Scott Ehrlich

President
Mind the GAAP, LLC

Yasmine El-Ramly

Senior Technical Manager
Association of International Certified Professional Accountants

Michael Elliott

Principal
Dittrick CPA

Sarah Elliott

Principal and Co-Founder
Intend2Lead, LLC

Don Emery

Director of Client Solutions
Doc.it

Ken Evans

COO
Moss Adams Wealth Advisors

Jim Fahey

Chief Learning Officer
HBK CPAs & Consultants

Kim Fantaci

President
CPA Firm Management Association

Dennis Faurote

President
The Faurote Group

Lisa R. Featherngill

Managing Director - Wealth Planning
Abbot Downing

Pablo Federico

Family Office and HNW Services
Bill.com

Fred Fernatt

President
Creative Transition Strategies

Robert Ferrini

Cyber Liability Program Manager
McGowanPRO

Bob Fink

Partner
Honkamp Krueger & Co

Martin Finn

Founding Partner
Lavelle & Finn, LLP

Marianne Fisher

Manager, Product Sales, Vertex
CPA.com

Mike Fleming

Principal
Rehmann Robson, LLC

Amy Flourry

Director of Operations
Rehmann Financial

Elaine Floyd

Director of Retirement and Life Planning
Horsesmouth

Brent Forbush

Partner
Forbush and Associates

George Forsythe

Managing Partner
WellsColeman

Mary Kay Foss

Owner
Mary Kay Foss CPA

Andy Fotopulos

President
Starkweather & Shepley Insurance Corp. of MA

Brian Fox

President
Confirmation.com

Deborah Fox

CEO & Founder
Fox Financial Planning Network

Rich Fox

VP Data Science & Analytics
Apex Parks Group

Heidi Freeman

Member
Oshins & Associates, LLC

David Frisch

President
Frisch Financial Group, Inc.

Guy Gage

Owner
Partners Coach

Ron Galloway

President
818 Research, Inc.

Duncan Gates

Wealth Management Strategist
HD Vest Financial Services

Kevin Gienger

Managing Partner
Boldt Carlisle + Smith

Michael Gilfix

Managing Partner
Gilfix and La Poll Associates, LLP

Steve Glover

Associate Dean
Brigham Young University

Timothy Glover

CEO & President
Light-Core

Mike Glynn

Senior Manager - Audit & Attest Stds
Association of International Certified Professional Accountants

Ahava Goldman

Associate Director
Association of International Certified Professional Accountants

Michael Goodman

President
Wealthstream Advisors, Inc.

Ellen Goria

Associate Director
Association of International Certified Professional Accountants

John Grable

Professor
University of Georgia

Sherrie Grabot

Founder & CEO
GuidedChoice

Lynford Graham

Visiting Professor
Bentley University

Eric Green

Partner
Green & Sklarz, LLC

Rachel Gregg

Co-Founder
regroupTAX

Louis Griego

Senior Manager
Sandia National Labs

Dan Griffiths

Partner - Strategy & Leadership
Tanner, LLC

Jim Grimaldi

Citrin Cooperman & Co.,LLP

Tom Groskopf

Director
CPEA/Barnes, Dennig & Co., Ltd

Harry Gutman

Of Counsel
Ivins, Phillips & Barker, Chartered

Shelly Guzzetta

Manager, Firm Services - Public Accounting
Association of International Certified Professional Accountants

Eric Hansen

Chair, American Institute of CPAs; Chief Operation Officer
BKD

Tony Hawk

Professional Skateboarder and CEO
Birdhouse Skateboards

Kate Healy

Managing Director, Generation Next
TD Ameritrade Institutional

Mathew Heggem

CEO
SUM Innovation

Stephanie Heilborn

Partner
Proskauer Rose LLP

Jane Herringer

Partner, National Assurance
BDO

Eric Hespenheide

Chairman
Global Reporting Initiative

Mark Higgins

President
Higgins, Marcus & Lovett, Inc.

DeAnn Hill

Owner
DEANN AUMAN HILL, CPA

Mark Hinely

Regulatory Compliance Specialist
KirkpatrickPrice

Kari Hipsak

Manager - Firm Services
Association of International Certified Professional Accountants

Bryan Hoffman

Head of Strategic Asset Allocation
SEI

Tom Hood

CEO
MACPA

Jamie Patrick Hopkins

Professor
The American College

Stephen M. Horan

Managing Director, Credentialing
CFA Institute

Dustin Hostetler

Chief Innovation Officer
Boomer Consuling, Inc.

Laura Howell-Smith

Managing Director
Deloitte Tax LLP

Christopher Hoyt

Professor
Univ of MIssouri (Kansas City) Law School

Amy Hubble

Principal
Radix Financial

Robert Huebscher

CEO
Advisor Perspectives, Inc.

Kevin Hughes

EVP, Sales
MoneyGuidePro®, Created by PIEtech

Anthony Hunt

Product Specialist - QBO + PTO
Intuit

Kristy Illuzzi

Senior Technical Manager, Staff Liaison to the Technical Issues Committee
Association of International Certified Professional Accountants

Holly Isdale

Founder
Wealthaven

Mark Iwry

Nonresident Senior Fellow
The Brookings Institution

Robert Izsak

Transformation Manager
Izsak Consulting

Matthew Jackson

Director
Simon-Kucher & Partners

Ed Jacobson

President
EAJ Associates

Benetta Jenson

Managing Director, Wealth Advisor
J.P. Morgan Private Bank

Eric L. Johnson

Partner
Deloitte Tax, LLP

Eric Johnson

Partner
RubinBrown LLP

Jane Johnson

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

Megan Johnson

Association of International Certified Professional Accountants

Randy Johnston

CEO/Exec VP
NMGI/K2 Enterprises

Amy Jones

Founder and Principal
Guardian Performance Solutions, LLC

Donita Joseph

Partner
Windes, Inc.

Mary Josephs

Founder and CEO
Verit Advisors

Sarah Kahl

Counsel
Venable, LLP

Bridget Kaigler

Founder/President
Bringing Leadership Back, LLC

Andrew Katzenstein

Partner
Proskauer Rose, LLP

Robert Keebler

Partner
Keebler and Associates, LLP

Glen Keenan

President & COO
XCM Solutions

Elizabeth Keller

Engagement Director
Clifton Larson Allen

David Kelly

Chief Global Strategist and Head of the Global Market Insights Strategy Team
J.P Morgan Asset Management

Roman Kepczyk

Director of Consulting
Xcentric, LLC

Karen Kerber

Partner
KerberRose SC

Sidney Kess

Senior Consultant
Citrin Cooperman

Brian King

Officer - Other Non-Financial
Plancorp

Michael Kitces

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

Mark Klein

Esquire
Hodgson Russ, LLP

Sharon Klein

President, Tri State Region
Wilmington Trust

Ed Kless

Consultant
Sage

Tim Kohn

Head of Defined Contribution
Dimensional

Allan Koltin

CEO
Koltin Consulting Group

Christopher Kowal

Principal
Homrich Berg

Mark Koziel

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

Chris Kradjan

Partner
Moss Adams

Sharon Kreider

Owner
Kreidercpa

William Kriesel

Partner
Bowers and Company, CPAs, PLLC

Sanjeev Kriplani

SVP of Marketing and Product
Bill.com

James Kroeker

Vice Chairman
Financial Accounting Standards Board (FASB)

Bernard Krooks

Founding Partner
Littman Krooks, LLP

Sumita Kumar

CPA.com

Brian Kush

Principal
Intend2Lead

Julie Kwon

Partner
McDermott Will & Emery, LLP

Anne-Marie Laderoute

Principal, Partner Programs and Specialty Area Credentials
CPA Canada

Charles Landes

VP - Professional Standards & Services
Association of International Certified Professional Accountants

Marilee Lau

ERISA A&A Consultant
Marilee Lau

Ronda Lawson

Firm Administrator
Bregante + Company, LLP

Dennis Leonard

Partner
Ramsbacher Prokey Leonard LLP

Barbara Lewis

Audit Director, Shareholder
Atkinson & Co.

Lori Liddell

Senior Manager
Horne, LLP

Chris Livingston

Director of Operations
Vertex Inc

Vince LoRusso

Founder and CEO
TrueUp Co.

Gabrielle Luoma

CEO, Founder
GMLCPA

Linda Mack

Founder and President
Mack International, LLC

Barbara Mackintosh

Executive Director
TalentQuest

Russ Madray

Scholar-in-Residence
Elliott Davis

Mike Maksymiw Jr.

Principal
Filomeno & Company, P.C.

Samantha Mansfield

Director, Professional Development & Community
CPA.com

Michael Mariano

Principal and Chief Operating Officer.
Leaf, Miele, Manganelli, Fortunato & Engel, LLC

Liz Mason

Xero

Mark Mayberry

Director, Assurance Office of Tomorrow
BDO USA, LLP

Carl Mayes Jr.

Senior Technical Manager
Association of International Certified Professional Accountants

Gary McBride

Principal
Summitt Accountancy Group Inc.

Courtney McCandless

Associate
Oshins & Associates, LLC

Carolyn McClanahan

Founder
Life Planning Partners, Inc.

Jeff Mechanick

Assistant Director
Financial Accounting Standards Board

Barry Melancon

President & CEO
Association of International Certified Professional Accountants

Jamie Mendelsohn

Executive Vice President
Ashar Group

Jason Mendelsohn

President
Ashar Group

Jon Mendelsohn

CEO
Ashar Group, Life Settlements & Policy Valuations

Kalil Merhib

Director of Sales
CPA.com

William Meyer

CEO
Social Security Solutions

Wesley Middleton

Managing Partner
MiddletonRaines + Zapata, LLP

David Miklas

Owner
Law Office of David Miklas, P.A.

David Mills

IT Audit & Assurance Partner
Carr Riggs & Ingram, LLC

Lauren Minch

Director of Institutional Development
Wiley

Marc Minker

Managing Director
CBIZ MHM, LLC

Cheryl Mobley

CEO
reCalibrate

Renee Moelders

Consultant
ConvergenceCoaching LLC

Carolyn Mollen

Chief Financial Officer
Independent Sector

Dan Moore

Sole Practitioner
D.T. Moore & Company, LLC

Steven Morrison

Principal
MBAF

Chris Morrow

CIO & Member
Warren Averett

Eric Naison-Phillips

Principal
Winged Keel Group

Mark Nash

Tax Partner
PWC

Kim Natovitz

Associate
TriBridge Partners, LLC

Annette Nellen

Professor
San Jose State University

Darren Neuschwander

Managing Member
Green, Neuschwander & Manning, LLC

Angela Newell

National Assurance Partner
BDO USA LLP

Anthony Nitti

Partner
WithumSmith+Brown

Brian O'Sullivan

Controls Engineer
Solara Automation / TerrorBytes Robotics

Shannon O'Toole

Chief Talent Officer
Buckingham Strategic Wealth

Remi Omisore

Manager
CliftonLarsonAllen LLP

David Oransky

Principal
Laminar Wealth, LLC

Richard Oshins

Partner
Oshins & Assoc., LLC

Steven Oshins

Attorney
Oshins & Associates, LLC

Jody Padar

CEO and Principal 
New Vision CPA Group

Tim Parker

Abacus Next

Tom Parry

Partner
Navolio & Tallman LLP

Alpa Patel

Partner
DHG

Byron Patrick

Managing Director
Network Alliance, Inc

Jacqueline Patterson

Partner
Buchanan & Patterson, LLP

Keith Peterka

Partner
Citrin Cooperman

Carl Peterson

VP - Small Firms
Association of International Certified Professional Accountants

Wade Pfau

Professor of Retirement Income
The American College

Stephanie Pickering

Senior Manager
McGee,Hearne & Paiz, LLP

Bill Pirolli

Partner
DiSanto Priest & Co.

Gretchen Pisano

CEO
pLink Leadership

Elizabeth Pittelkow

Controller
Litera Microsystems

John Porter

Partner
Baker Botts LLP

Christopher Price

AVP - Advanced Solutions Group
Lincoln Financial Distributors

Jeanie Price

Partner & Director of Administration
DeLeon & Stang

Renee Prince

Partner
Renee Prince CPA, PC

John Prokey

Partner
Ramsbacher Prokey Leonard, LLP

Antonella Puca

Director, Global Investment Performance Standards
CFA Institute

Ron Quaranta

Chairman
Wall Street Blockchain Alliance

Kristen Rampe

Owner
Kristen Rampe Consulting

Bill Reeb

CEO
Succession Institute, LLC

Nancy Reimer

Member
LeClair Ryan, PLLC

Rick Reisig

CPA/Shareholder
Anderson ZurMuehlen

Mitchell Reno

Principal
Rehmann

James Revels

Partner,Co-Chair Trust & Estate Practice
Citrin Cooperman & Co.,LLP

Erik Reynolds

Manager, Corporate Benefits
M Financial Group

Ron Rhoades

Director, Financial Planning Program
Western Kentucky University

Alexis Robin

COO
pLink Leadership

Ken Robinson

Director, Global Investment Performance Standards
CFA Institute

Erin Roche

Team Leader
Elliott CPA Group Inc.

Liz Rock

Associate Manager - Enterprise Social Media
Association of International Certified Professional Accountants

Lauren Rogge

Senior Manager
EY

Jordon Rosen

Director, Estates and Trusts
Belfint, Lyons & Shuman, P.A.

Cathy Rowe

Product Manager, Accounting & Audit
Wolters Kluwer

Joseph Rugger

Director of Accounting
Jonesboro Prosthetic & Orthotic Lab

Russell Safirstein

Partner
Prager Metis Technology

Paula Saidy

Partner
MGO

Donna Salter

Senior Manager Young Member Initiatives
Association of International Certified Professional Accountants

Brooke Salvini

Principal
Salvini Financial Planning

Daniel Sanders

Partner
Dixon Hughes Goodman, LLP

Mike Santay

Chairman
Grant Thornton, LLP

Ted Sarenski

CEO
Blue Ocean Strategic Capital

Josh Saunders

Partner / Head of Operations
Trust - CFO

Micaela Saviano

Art & Finance Tax Leader
Deloitte Tax, LLP

Frances Schafer

Retired

Gerard Schreiber

Partner
Schreiber & Schreiber

Jeremy Schroeder

Chief Information Officer
WithumSmith+Brown

Jane Searing

Shareholder
Clark Nuber, PS

Gary Shamis

CEO
Winding River Consultng

Larry Sheftel

Vice President-HR
Aprio

Marty Shenkman

Attorney
Shenkman Law

Eileen Sherr

Senior Manager
Association of International Certified Professional Accountants

Donny Shimamoto

Managing Director
IntrapriseTechKnowlogies, LLC

Mike Shost

CPA
Shost & Company, P.C., CPA's

Steve Siegel

President
The Siegel Group

Chaya Siegfried

Lead, International Business Tax Services
Withum

Brian Siet

Senior Manager, Strategic Relationships
Wolters Kluwer

Kristen Simmons

Member
Oshins & Associates, LLC

Lisa Simpson

Associate Director, Firm Services
Association of International Certified Professional Accountants

Mark Sims

VP of Business Development
Captive Alternatives

Joel Sinkin

President
Transition Advisors, LLC

Bryan Skarlatos

Partner
Kostelanetz & Fink, LLP

Lee Slavutin

Stern Slavutin 2, Inc. 

Ed Slott

Partner
Ed Slott & Company

Brad Smith

Partner
MCM LLP

Michael Smith

Partner
RSM

Dan Snyder

Association of International Certified Professional Accountants

Scott Sprinkle

Managing Member
Sprinkle & Associates LLC

Marc Staut

Principal and Consultant
Boomer Consulting, Inc.

Val Steed

CEO
K2 Enterprises

Carrie Steffen

President
The Whetstone Group

Stan Sterna

Vice President
Aon

Lindsay Stevenson

Vice President - Finance & Tax
1st Financial Bank USA

David Stolz

President
Stolz and Associates P.S.

Danielle Supkis Cheek

Director
PKF Texas

Tomas Suras

Chief Solutions Architect
AbacusNext

Noel Tagoe

EVP Managment Accounting, Research and Cirricula
Association of International Certified Professional Accountants

Brian Tankersley

Director, Strategic Relationships
K2 Enterprises

Brian Thomas

Partner
Weaver

Tara Thomas

Senior Tax Manager
DHG LLP

Debra Thompson

Principal
DK Thompson, LLC

Sandi Thorman

Partner
GreerWalker LLP

Susan Tillery

President
Paraklete Financial, Inc.

Vincent Tiseo

Global Head of Business Practices
Goldman Sachs

Frank Tortora

Senior Manager Retirement Services
Paychex

Mike Trabold

Director of Compliance Risk Management
Paychex

Jack Trachtenberg

Principal
Deloitte

Jacquelyn Tracy

Partner
Mandel & Tracy, LLC

Thomas Trainor

Managing Director
Hanover Private Client Corporation

Peggy Ugent

Director
Giordani, Swanger, Ripp & Jetel, LLP

Michael Umscheid

CEO
ARCSys

Steve Ursillo

Partner
Cherry Bekaert, LLP

Benjamin Vance

Associate Director
Postlethwaite & Netterville APAC

Alison VanOtterloo

Vice President, Internal Audit
Pharmacists Mutual Insurance Company

Missia Vaselaney

Attorney
Taft Stettinius & Hollister, LLP

Marty Verdick

Senior Director
RSM US LLP

Bob Veres

Editor
Insider Information

Daniel Vidal

Head of Business Development
Expensify

Anthony Vitiello

Chair, Tax & Estate Planning Group
Connell Foley, LLP

Stephen Vono

Senior VP
McGowanPRO

April Walker

Lead Manager – Tax Practice & Ethics – Public Accounting
Association of International Certified Professional Accountants

Dan Wallick

Investment Strategist
Vanguard

Dale Walters

Senior Tax Manager
Wipfli/BeachFleischman

Amy Wang

Senior Manager
Association of International Certified Professional Accountants

Wenli Wang

Partner
Moss Adams

Jennifer Warawa

Executive Vice President, Partners, Accountants & Alliances
Sage

Tom Ward

Partner
McDermott Will & Emery, LLP

Barton Waring

Financial Economist and Former Chief Investment Officer for Investment Policy and Strategy, Emeritus
Barclays Global Investors (Retired)

Richard Weber

President
The Ethical Edge, Inc.

Michael Westervelt

Principal
CliftonLarsonAllen

Cari Weston

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

Michael Wherry

Consultant
Boomer Consulting, Inc.

Ann White

Human Resources Regional Manager
BDO USA

Paul Whitmore

Manager, Product Sales, OnPoint
CPA.com

Sandra Wiley

President
Boomer Consulting, Inc.

Amanda Wilkie

Consultant
Boomer Consulting, Inc.

Rick Williamson

Director of Sales
Redtail Technology

Jennifer Wilson

Co-founder and Partner
ConvergenceCoaching, LLC

Matthew Wilson

Shareholder
Wilson Ivanova CPAs

Gerry Wilton

Director of Operations BAIWay
BAI Bragonier & Associates, Inc.

Chris Wittich

Senior Tax Manager
Boyum & Barenscheer, PLLP

Lauren Wolven

Attorney
Levenfeld Pearlstein, LLC

Candace Wright

Director
Postlethwatie & Netterville

Gary Zwick

Partner
Walter Haverfield, LLP