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

Alan Alexander

Chief Operating Officer
Jackson Thornton & Co.,P.C

Kelly Allen

Owner
Level Advisors

Nancy Amick

Senior Director, Institute for Family Culture
Abbot Downing

Alan Anderson

President
ACCOUNT-ability Plus

Rachel L. Anevski

President & CEO
Matters of Management, LLC

Anne Angera

Director of Marketing
DunlapSLK

Todd Angkatavanich

National Tax Principal
Ernst & Young, LLP

Mitch Anthony

President
Advisor Insights Inc.

Amy Archer

Senior Manager
RSM US LLP

Denny Ard

Partner
DHG

Joyce Arthur

Alliance Client Services Support Manager
BDO Alliance USA

Erik Asgeirsson

President & CEO
CPA.com

Mark Astrinos

Principal & Founder
Libra Wealth

Michael Auerbach

Chief Accountant
U.S. Department of Labor

Mike Austin

CPA, Sr. Technical Manager
AICPA

Anirban Basu

Chairman and CEO
Sage Policy Group, Inc.

Ted Batson

Partner/Tax Counsel
CapinCrouse LLP

David Bean

Director of Research and Technical Activities
Governmental Accounting Standards Board

Lyle Benson

President
L.K. Benson & Company

Aaron Berson

Managing Director of VRTL
Gettry Marcus CPA P.C.

Robert Biddle

Principal
Bowman & Company LLP

Steve Bigge

Partner
Keebler and Associates, LLP

Jonathan Blattmachr

Senior Advisor
Pioneer Wealth Partners

Jim Boomer

CEO
Boomer Consulting, Inc.

Karlyn Borysenko

Organizational Psychologist
Zen Workplace

Brian Boswell

President, Founder
529 Expert,LLC

Jim Bourke

Partner
WithumSmith+Brown

Mike Brand

Partner
Johnson, Feigley, Newton & Brand, LLP

Ian Bremmer

President & Founder
Eurasia Group

Karen Brosi

Owner
Karen Brosi, EA, CFP, LLC

Rebekah Brown

Director of Development
MACPA/BLI

Craig Browning

Director of Marketing and Personnel
KWC Certified Public Accountants

Joel Bruckenstein

President
Technology Tools for Today (T3)

Catherine Bruder

President
Catherine Bruder Consulting LLC

Susan Bruno

Managing Director
Capital Wealth Advisors

Jean Caragher

President
Capstone Marketing

David Cardoza

Head of Channel Sales
Expensify

Evan Carroll

Speaker and Author
Evan Carroll and Associates

Shehan Chandrasekera

Partner
JAG CPAS & Co

Michael Cheng

Partner
Frazier & Deeter

David Cieslak

EVP, Chief Cloud Officer
RKLe Solutions, LLC

Caroline Ciraolo

Partner
Kostelanetz & Fink LLP

Nathan Clark

Partner
Dixon Hughes Goodman LLP

Joanne Y. Cleaver

President
Wilson-Taylor Associates Inc.

Patti Clement

Senior Vice President
Hub International

Jeremy Clopton

Director
Upstream Academy

Sue Coffey

Executive Vice President
AICPA

Carlton Collins

Editor
ASA Research

Virginia Collins

Quality Control Manager
Berdon LLP

Craig Cookle

Wipfli LLP

Kevin Cumley

Director, Accountants Program
Sage Intacct

James Dalkin

Director, Financial Management and Assurance Team
GAO

Bob Dannhauser

Head, Private Wealth Management, Member Value
CFA Institute

Becca Davis

Director of Practice Growth
Rea & Associates,Inc.

Denise Delahanty

ACCOUNT-ability Plus

Linda Delahanty

Senior Manager
AICPA

Deneen Dias

Enterprise Account Manager
CPA.com

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

Elizabeth Dunn

Author of Happy Money: The Science of Happier Spending

Antoine Dupont

CEO
Katapult Marketing

Robert Durak

Director
Association of International Certified Professional Accountants

Jennifer Einziger

Senior Manager
Ernst & Young LLP

Yasmine El-Ramly

Senior Technical Manager
AICPA

Jennifer Elder

President
The Sustainable CFO

Michael Elliott

Principal
DittrickCPA

Sarah Elliott

Principal and Co-Founder
Intend2Lead LLC

Lisa Featherngill

Head of Legacy and Wealth Planning
Abbot Downing

Michael Finke

Chief Academic Officer
The American College

Martin S Finn

Founding Partner
Lavelle & Finn, LLP

Carl Fiore

Managing Director
Andersen Tax LLC

Marianne Fisher

Product Marketing Manager
CPA.com

Barry Flagg

President, Founder & Inventor
Veralytic

Martin Flaxman

Regional Director
Windsor Insurance

Amy Florian

CEO
Corgenius

Elaine Floyd

Director of Retirement and Life Planning
Horsesmouth

Brent Forbush

Partner
Forbush and Associates

Joshua Forgione

Partner, Assurance Services
Ernst & Young LLP

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

Chris Gallo

SALT Manager
BerganKDV

Liz Gantnier

Partner
DHG

Carl George

CEO
Carl George Advisory,LLC

Paige Goepfert

Director
Andersen Tax LLC

Michelle Golden River

President
Fore LLC

Michael Goodman

President
Wealthstream Advisors, Inc.

Bob Goricki

Director of Digital Marketing
Skoda Minotti Strategic Marketing

John Grable

Professor
University of Georgia

Lynford Graham

Visiting Professor
Bentley University

Eric Green

Partner
Green & Sklarz LLC

Louis Griego

Senior Manager
Sandia National Labs

Dan Griffiths

Partner
Tanner LLC

James Grimaldi

Partner
Citrin Cooperman

Clive Grimbleby

President
Grimbleby Coleman CPAs

Tom Groskopf

Technical Director - CPEA
Barnes Denning

Robin Grosset

Chief Technology Officer
MindBridge

Harry Gutman

Of Counsel
Ivins,Phillips & Barker,Chartered

Tracy Harding

Principal
BerryDunn

Shari Harley

President, Founder
Candid Culture, Inc.

Melissa Harrison

CEO
Allee Creative

Stacey Hekkert

President & Managing Partner
Anton Collins Mitchell LLP

DeAnn Hill

Owner
DEANN AUMAN HILL CPA

Kari Hipsak

Manager
Association of International Certified Professional Accountants

Judy Hoberman

President
Selling A Skirt

James Hogan

Managing Director
Andersen Tax

Christine M. Hollinden

Principal
Hollinden | marketers + strategists

Kristin Holthus

Director of Finance and Operations
Anton Collins Mitchell LLP

Tom Hood

CEO
Maryland Association of CPAs

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

Holly Isdale

Founder
wealthaven

Matthew Jackson

Director
Simon-Kucher & Partners

Jason Jobgen

Director
BKD,LLP

David Johnson

Senior of Counsel
McDonald Hopkins

Eric L. Johnson

Partner
Deloitte Tax, LLP

Jane Johnson

CPAFMA Chair, Principal/Firm Administrator
Grimbleby Coleman CPAs

Kacee Johnson

Strategic Advisor
CPA.com

Randy Johnston

CEO/Exec VP
NMGI/K2 Enterprises

Amy Jucoski

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

Bill Kaiser

Senior Consultant
High Performing Culture

Abbey Kanellakis

Content Development Specialist
Rea & Associates,Inc.

Andy Katzenstein

Partner
Proskauer Rose LLP

Robert Keebler

Partner
Keebler and Associates, LLP

Glen Keenan

President & COO
XCM Solutions

Roman H. Kepczyk

Director of Firm Technology Strategy
Right Networks

Wayne Kerr

Principal Consultant
Thomson Reuters

Sidney Kess

Senior Consultant
Citrin Cooperman

Julie Killian

Shareholder
Clayton & McKervey

Erick Kirchner

Senior Managing Consultant
Epicentric Consulting

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)

David Kovar

Management Consulting Leader
Abaci LLC

Mark Koziel

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

Sharon Kreider

Owner
KREIDERCPA

James Kroeker

Vice Chairman
Financial Accounting Standards Board (FASB)

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

Phil Laminack

Senior Manager
DHG LLP

Joshua Lance

Managing Director
Lance CPA Group

Dan Langlois

Partner
KPMG LLP

Kristine Latchaw

Director of Administration
Maner Costerisan P.C.

Paul Lee

Global Fiduciary Strategist
Northern Trust Company

Danielle Leitch

Executive Vice President
MoreVisibility

Jennifer Lemanski

Senior Manager
PKF Texas

Jeff Levine

Director of Advisor Education
BluePrint Wealth Alliance / Kitces.com

Lori Liddell

Senior Manager
HORNE LLP

Julia Littlechild

Founder
Absolute Engagement

Becky Livingston

President & CEO
Penheel Marketing

Chris Lucas

Owner
Lucas Valuation Group

Mike Maksymiw Jr.

Partner
Marcum LLP

Samantha Mansfield

Director of Professional Development & Community
CPA.com

Rhonda Maraziti

CMO
Withum Smith + Brown,PC

Michael Mariano

Principal
Leaf, Miele, Magnanelli, Fortunato & Engel, LLC

Stephanie Markert

Audit Principal
CliftonLarsonAllen LLP

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

Dixie McCurley

Co-founder & President
Trusted CFO Solutions

Peg McIntyre

VP Membership
Association of International Certified Professional Accountants

Kimberly McKay

Managing Partner
BKD,LLP

Robert McKenzie

Lawyer
Saul EwingArnstein & Lehr LLP

Tricia McLaurin

HR Business Partner
Paychex Inc.

Sean McLean

Director of Technology Consulting
Petrinovich Pugh & Company, LLP

Chris Means

Principal
Pinnacle Planning, LLC

Jeffrey Mechanick

Assistant Director
FASB

John Meislahn

Director of Business Development
Pisenti & Brinker LLP

Barry Melancon

CEO
Association of International Certified Professional Accountants

Jon Mendelsohn

CEO
Ashar Group, Life Settlements & Policy Evaluation

Kalil Merhib

VP of Sales
CPA.com

David Miklas

Owner
Law Office of David Miklas,P.A.

Sondra Miller

Honorable
McCarthy Fingar LLP

Lauren Minch

Director of Institutional Development
Wiley

Marc Minker

Managing Director
CBIZ MHM,LLC

Zanny Minton Beddoes

Editor-In-Chief
The Economist

Renee Moelders

Consultant
ConvergenceCoaching LLC

Arel Moodie

President
CSP - Art of Likability

Dan Moore

Sole Practitioner
D.T. Moore & Company, LLC

Daniel Scott Moore

Shareholder & EVP
The Rainmaker Companies

Amy Mullen

Vice President
Money Quotient

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

Michael Niemann

Executive Director
EY

Tony Nitti

Partner
RubinBrown

Samantha A. Nystrom

Content & Digital Marketing Manager
Sikich LLP

Jay L. Oliphant

CPA
DHG LLP

Steve Oshins

Attorney
Oshins & Associates

Philip Palaveev

CEO
The Ensemble Practice LLC

Jackie Patterson

Partner
Buchanan & Patterson,LLP

Thomas Patterson

Senior Director
NTT Data Services, Inc.

Barry Pelagatti

Partner
RKL LLP

Carl Peterson

VP - Small Firms
Association of International Certified Professional Accountants

Wade Pfau

The American College
Professor of Retirement Income

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

Tara Popernik

Director of Research - Wealth Strategies
Bernstein

John Porter

Partner
Baker Botts LLP

Jeanie Price

Partner & Director of Administration
DeLeon & Stang, CPAs and Advisors

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)

Ross Riskin

Assistant Professor of Taxation | CFP Program Director
The American College of Financial Services

Deborah Rood

Risk Control Consulting Director
CNA

Cathy Rowe

Product Manager, Accounting & Audit
Wolters Kluwer

Dan Rubin

Partner
Moses & Singer LLP

Donna Salter

Faculty
Intend2Lead

Mike Santay

ASB Chair
Grant Thornton LLP

Michael Sardar

Partner
Kostelanetz & Fink, LLP

Ted Sarenski

CEO
Blue Ocean Strategic Capital

Brian Schebler

Managing Director
RSM US LLP

Ron Seigneur

Managing Partner
Seigneur Gustafson LLP

Ronelle Sellers

Director of Marketing
Henderson Hutcherson & McCullough, PLLC

Becca Shane

Accounting/Financial Reporting - Director/Manager
Hamilton Place Strategies

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

Mike Shost

Advisor
Judd Thomas CPA's & Advisors

Steve Siegel

President
The Siegel Group

Chaya Siegfried

Lead,International Business Tax Services
Withum

Stuart Silverman

Principal & Consulting Actuary
Milliman

Kristen Simmons

Member
Oshins & Associates LLC

Lisa Simpson

Associate Director, Firm Services
Association of International Certified Professional Accountants

Mark Sims

Vice President
Captive Alternatives

Simon Sinek

Author & Speaker

Joel Sinkin

President
Transition Advisors LLC

Bryan Skarlatos

Partner
Kostelanetz & Fink,LLP

Ed Slott

Partner
Ed Slott & Company

Rachael Smith

CPA
White Lodging

Scott Sprinkle

Managing Member
Sprinkle & Associates LLC

Marc Staut

Principal & Consultant
Boomer Consulting, Inc

Carrie Steffen

President
The Whetstone Group

Todd Steinberg

Partner
Loeb & Loeb LLP

Stan Sterna

Vice President
Aon

Lindsay Stevenson

Vice President - Finance
1st Financial Bank USA

Launa Stewart

Founder / Principal Consultant
Launa Stewart Consulting

Janeen Stodulski

Client Service Director
Grant Thornton LLP

Danielle Supkis Cheek

Director
PKF Texas

Larry Swedroe

Director of Research
Buckingham Strategic Wealth and the BAM Alliance

Tiffany Taft

Firm Administrator
Baker Holtz, CPAs & Advisors

Brian Thomas

Partner
Weaver

Susan Tillery

President
Paraklete Financial,Inc.

Vincent Tiseo

Global Head of Business Practices
Goldman Sachs

Matt Towers

Product Marketing Manager
CPA.com

Sharon Trabbic

Chief Operating Officer
William Vaughan Company

Jacquelyn Tracy

Partner
Mandel & Tracy,LLC

Tom Trainor

Managing Director
Hanover Private Client Corporation

Christine Triantos

Partner
Anton Collins Mitchell

Michael Turvey

Senior Strategist
TD Ameritrade Institutional

Peggy Ugent

Retired
Giordani, Swanger, Ripp & Jetel, LLP

Steven Ursillo

Partner
Cherry Bekaert, LLP

Missia Vaselaney

Attorney
Taft Stettinius & Hollister, LLP

Marty Verdick

Senior Director
RSM US LLP

Bob Veres

Editor
Inside Information

Amy Vetter

CEO
The B3 Method Institute (QuickStart Training)

Stephen Vono

Senior VP
McGowanPRO

Dawn Elizabeth Wagenaar

Principal
Ingenuity Marketing Group LLC

Daniel Wallick

The Vanguard Group
Principal, Investment Strategist

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

Stephen Wershing

President
The Client Driven Practice LLC

Cari Weston

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

Ann White

Regional Human Resources Manager
BDO USA LLP

Sandra Wiley

President
Boomer Consulting,Inc.

Amanda Wilkie

Consultant
Boomer Consulting,Inc

Jane Willis

VP of Marketing, Accountant Channel
Bill.com

Jennifer Wilson

Co-founder and Partner
ConvergenceCoaching,LLC

Matthew Wilson

Shareholder
Wilson Ivanova CPAs

Gerry Wilton

Director of Operations BAIWay
BAI Bragonier & Associates Inc.

Cheryl Wipper

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

Chip Witt

Head of Product Strategy
SpyCloud

Jeremy S. Wortman

Dr.
HRD Initiatives

Gary Zwick

Partner
Walter Haverfield LLP