Speakers | ENGAGE 2020

All Speakers

Randy Abeles

Partner
RSM

Alan Alexander

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

Kelly Allen

Owner
Level Advisors

Rakesh Amerineni

Director, Finance Transformation
LinkedIn

Nancy Amick

Senior Director, Institute for Family Culture
Abbot Downing

Alan Anderson

President
ACCOUNT-ability Plus

Tyler Anderson

Manager of Audit Innovation
Accountability 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.

Denny Ard

Partner
DHG

Alicia Arntson

Controller
Sweetgreen

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
Association of International Certified Professional Accountants

David Baldwin

Partner
Baldwin & Baldwin PLLC

Robert Barnett

Founding Partner
Capell Barnett Matalon & Schoenfeld LLP

Margie Bassford

Human Resources Consultant
Paychex

Anirban Basu

Chairman and CEO
Sage Policy Group, Inc.

Ted Batson

Partner/Tax Counsel
CapinCrouse LLP

Jessica Battaglia

Human Resources Consultant
Paychex

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.

Blaine Bertsch

Co-Founder and CEO
Dryrun

Robert Biddle

Principal
Bowman & Company LLP

Steve Bigge

Partner
Keebler and Associates, LLP

Jennifer Birchett

Advisor
TrueWealth

Jordan Birnbaum

Chief Behavioral Economist
ADP

Sally Bishop

Senior Manager
EY

Amanda Black

Associate Director - Professional Development
Association of International Certified Professional Accountants

Kara Blocklinger

Director
PwC

Jim Boomer

CEO
Boomer Consulting, Inc.

Karlyn Borysenko

Organizational Psychologist
Zen Workplace

Brian Boswell

President, Founder
529 Expert,LLC

Jean Luc Bourdon

Wealth Advisor
Lucent Wealth Planning,LLC

Jim Bourke

Partner
WithumSmith+Brown

Dwayne Bragonier

Founder
BAI Bragonier & Associates Inc.

Mike Brand

Partner
Johnson, Feigley, Newton & Brand, LLP

Julie Brandon

VP, Head of Financial Wellness Distribution
Prudential

Ian Bremmer

President & Founder
Eurasia Group and GZERO Media

Matthew Brock

District Sales Manager
Paychex

Mark Brooks

Associate Director, Innovation & Strategic Partnerships
Association of International Certified Professional Accountants

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

Ellen Bruno

President
Compliance Advisor Professionals,LLC

Susan Bruno

Managing Director
Beacon Wealth Consulting South

Brandon Buckingham

VP, Advanced Planning
Prudential

Jim Buffington

Advisory Services Leader
Intuit

Ed Cannon

President
New Madison Ave

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

Sheila Charmoy

Attorney
Charmoy & Charmoy

Michael Cheng

Partner
Frazier & Deeter

Dhiraj Cherian

CFO
Panasonic Automotive

Daniel Christinsen

Information System Director, Agile Transformation Coach
Travelers

David Cieslak

EVP, Chief Cloud Officer
RKL eSolutions, 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
Association of International Certified Professional Accountants

Daniel Cohen-Dumani

Parner
Withum, Smith & Brown

Carlton Collins

Editor
ASA Research

Virginia Collins

Quality Control Manager
Berdon LLP

Craig Cookle

Partner
Wipfli LLP

Susan Cosper

Board Member & Chairman of the EITF
FASB

Kevin Cumley

Director, Accountants Program
Sage Intacct

Timothy Curt

Managing Director
Warburg Pincus

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.

Jim de Vries

Founder, Managing Partner
Enhance International Group

Denise Delahanty

Partner
ACCOUNT-ability Plus

Pardeep Dhanda

Head of Agile Learning
02 Agile Ltd

Deneen Dias

Enterprise Account Manager
CPA.com

Jeremy Dillard

Partner
SingerLewak LLP

Attila Dobai

Manager of Strategy & Innovation
Avis Budget Group

Sarah Dobek

President and Founder
Inovautus Consulting

Bob Dohrer

Chief Auditor
Association of International Certified Professional Accountants

Jeremiah Doyle

Senior Vice President
BNY Mellon Wealth Management

Carrie Duarte

Partner
PwC

Elizabeth Dunn

Author of Happy Money: The Science of Happier Spending

Antoine Dupont

CEO
Katapult Marketing

Robert Durak

Director - Audit & Accounting Technical Services
Association of International Certified Professional Accountants

Anton Duvall

CFO
Trulite Glass & Aluminum Solutions

Sara Eaton

Sr. Sales Engineer
Paychex

Mark Edmondson

President & CEO
Inflo Software

Dirk Edwards

Edwards Consulting LLC

Jennifer Einziger

Senior Manager
Ernst & Young LLP

Ime Ekanem

Global Business Services Lead
Uber

Yasmine El-Ramly

Senior Technical Manager
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 Elway

Denver Broncos
General Manager and President of Football Operations

Don Emery

Director, Client Solutions
Doc.It

Amy Eubanks

Vice President – Professional Development
Association of International Certified Professional Accountants

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

Ryan Firth

Founder and President
Mercer Street Personal Financial Services

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
Ernst & Young LLP

Elizabeth Forspan

Partner
Forspan Klear LLP

George Forsythe

Managing Partner
WellsColeman

Mary Kay Foss

Owner
Mary Kay Foss CPA

Brian Fox

President and Founder
Confirmation.com

Deborah Fox

CEO & Founder
Fox Financial Planning Network

Nigel Franklyn

Vice President, Financial Reporting
The Prudential Insurance Company of America

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

Duncan Gates

Senior Wealth Management Strategist
HD Vest Financial Services

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

Kathy Graham

Principal
The HQ Companies, Inc.

Lisa Graham

Director, Product Management
eMoney Advisor

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

Celeste Hernandez Revelli

Director, Financial Planning
eMoney

Jacky Higgins

Assurance Senior Manager
RSM US LLP

DeAnn Hill

Owner
DEANN AUMAN HILL CPA

Marv Hills

Partner
Crowe LLP

Kari Hipsak

Senior Manager - Firm Services
Association of International Certified Professional Accountants

Judy Hoberman

President
Selling A Skirt

James Hogan

Managing Director
Andersen Tax

Paula Hogan

Advisory & CEO
Hogan Financial

Christine M. Hollinden

Principal
Hollinden | marketers + strategists

Tom Hood

CEO
Maryland Association of CPAs

Dawn Howard

Regional Marketing Director
BKD, LLP

Laura Howell-Smith

Managing Director
Deloitte Tax LLP

Christopher Hoyt

Professor
Univ of MIssouri (Kansas City) Law School

Robert Huebscher

Advisor Perspectives
CEO

Kristen Hughes

Associate Director
Association of International Certified Professional Accountants

Anthony Hunt

Online Product Specialist
Intuit ProConnect

Jessica Iennarella

Forensic Accounting Supervisor
HSNO The Forensics Firm

Kristy Illuzzi

Senior Technical Manager
Association of International Certified Professional Accountants

Margaret Isdale

Founder
wealthaven

Matthew Jackson

Principal
Dialektic

Erik Jimenez

Sr. Policy Director
Nevada State Treasurer's Office

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

Megan Johnson

Association of International Certified Professional Accountants

Penelope Johnson

Senior Manager – Technology Portfolio Strategy and Management
Association of International Certified Professional Accountants

Randy Johnston

CEO/Exec VP
NMGI/K2 Enterprises

Donita Joseph

Partner
Windes,Inc.

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

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

Ed Kless

Meta-Consultant
Sage Accountants Solutions

Bastiaan Kniphorst

Vice President Product Management, Tax and Accounting, Research and Learning
Wolters Kluwer

Allan Koltin

CEO
Koltin Consulting Group

Jennifer Korten

Principal
Kubo Korten PLLC

Joe Kovacs

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

David Kovar

Management Consulting Leader
Abaci LLC

Christopher Kowal

Principal
Homrich Berg

Mark Koziel

Executive Vice President – Firm Services
Association of International Certified Professional Accountants

Sharon Kreider

Owner
KREIDERCPA

Dan Krishman

Sage Intacct Practice Manager
Kerr Consulting

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

Pietro LaGreca

Vice President Enterprise Solutions
Right Capital

Phil Laminack

Senior Manager
DHG LLP

Joshua Lance

Managing Director
Lance CPA Group

Kristine Latchaw

Director of Administration
Maner Costerisan P.C.

Dan Latham

Account Manager
PIEtech,Inc.,creator of MoneyGuidePro

Kerman Lau

Director of Finance
Adaptive Insights

Jean Lee

Partner
Pwc US

Paul Lee

Global Fiduciary Strategist
Northern Trust Company

Toni Lee-Andrews

Director - Professional Ethics
Association of International Certified Professional Accountants

Danielle Leitch

Executive Vice President
MoreVisibility

Jennifer Lemanski

Senior Manager
PKF Texas

Anais Lempereur

VP, Finance
Sweetgreen

Jeff Levine

Director of Advisor Education
BluePrint Wealth Alliance / Kitces.com

Lori Liddell

Senior Manager
HORNE LLP

Julie Littlechild

Founder
Absolute Engagement

Becky Livingston

President & CEO
Penheel Marketing

Nicole Long

Formerly Group Finance Director
The Coca-Cola Company

Chris Lucas

Owner
Lucas Valuation Group

Mike Maksymiw Jr.

Partner
Marcum LLP

Paul Mamo

Director, Collection
IRS

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

Liz Mason

Owner/CEO
High Rock Accounting

Ashley Matthews

Senior Technical Manager - Professional Development
Association of International Certified Professional Accountants

Mark Mayberry

Director, Assurance Office of Tomorrow
BDO

Carl Mayes

Associate Director - CPA Quality and Evolution
Association of International Certified Professional Accountants

Gary McBride

Emeritus Professor
California State University, East Bay

Amy McCallister

Senior Manager - Marketing
Association of International Certified Professional Accountants

Courtney McCandless

Attorney
Oshins & Associates,LLC

Judie McCarthy

Co-Founder
Client Hub

Stephanie McCasland

Audit Manager
Briggs & Veselka

Carolyn McClanahan

Founder
Life Planning Partners, Inc.

Frances McClintock

Assoc Director - Peer Review Program
Association of International Certified Professional Accountants

Andrew McCown

Sr. Manager of Technical Accounting
Lease Query

Dixie McCurley

Co-founder & President
Trusted CFO Solutions

Jim McGinnis

EVP & General Manager
Wolters Kluwer

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

President and CEO, American Institute of CPAs CEO, Association of International Certified Professional Accountants
Association of International Certified Professional Accountants

Jamie Mendelsohn

Executive Vice President
Ashar Group - Life Settlements & Policy Valuations

Jason Mendelsohn

President
Ashar Group

Jon Mendelsohn

CEO
Ashar Group, Life Settlements & Policy Evaluation

Kalil Merhib

VP of Sales
CPA.com

Steve Meyer

Chief Investment Officer
JVM Realty Corporation

David Miklas

Owner
Law Office of David Miklas,P.A.

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

Anna Moody

Partner
Debevoise & Plimpton

Dan Moore

Sole Practitioner
D.T. Moore & Company, LLC

Daniel Scott Moore

Shareholder & EVP
The Rainmaker Companies

Pedro Morais

Snr Credit & Collections Manager
LinkedIn

Amy Mullen

Vice President
Money Quotient

Dave Nadig

Managing Director
ETF.com

Magesh Natarajan

Business Process Architect
LinkedIn

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

Shawn O'Brien

Senior Consultant and Business Development
Thomson Reuters

David O'Neil

Partner
Debevoise & Plimpton

Jay L. Oliphant

CPA
DHG LLP

Philip Palaveev

CEO
The Ensemble Practice LLC

Enrico Palmerino

CEO
Botkeeper

Jackie Patterson

Partner
Buchanan & Patterson,LLP

Thomas Patterson

Senior Director
NTT Data Services, Inc.

Barry Pelagatti

Partner
RKL LLP

Gail Perry

Editor-in-Chief
CPA Practice Advisor

Carl Peterson

VP - Small Firm Interests
Association of International Certified Professional Accountants

Wade Pfau

Professor of Retirement Income
The American College

Phillip S. Phares

Director of Education
Abacus Next

Stephanie Pickering

Senior Manager
McGee,Hearne & Paiz,LLP

Lisa Piehl

Program Manager, Estate and Gift Tax Policy
IRS

Jose Pires

President
Global Excellence & Innovation

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

Maureen Reichert

Partner
Rubin Brown, LLP

Peter Reilly

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

Charles P. Rettig

Commissioner
Internal Revenue Service

Michelle Richter

MD, RET Solutions
Milliman

Ross Riskin

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

Joan Rockey

Principal and CFO
CastleArk Management LLC

Deborah Rood

Risk Control Consulting Director
CNA

Henry Rosin

Founder
Intelecore Group

Cathy Rowe

Director, Product Management Accounting & Audit
Wolters Kluwer

Dan Rubin

Partner
Moses & Singer LLP

Donna Salter

Faculty
Intend2Lead

Brooke Salvini

Principal
Salvini Financial Planning

Mike Santay

ASB Chair
Grant Thornton LLP

Michael Sardar

Partner
Kostelanetz & Fink, LLP

Ted Sarenski

CEO
Blue Ocean Strategic Capital

Micaela Saviano

Art & Finance Tax Leader
Deloitte Tax, LLP

Vivek Saxena

SVP
Genpact

Theron Schaub

VP, Strategic Relations
Loring Ward

Brian Schebler

Managing Director
RSM US LLP

Mark Schmidt

401k Internal Wholesaler
Paychex

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

Larry Sheftel

Vice President-HR
Aprio

Bill Sheridan

Chief Communications Officer
Maryland Association of CPAs

Eileen Sherr

Senior Manager - AICPA Tax Policy & Advocacy
Association of International Certified Professional Accountants

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

John Silvani

President & CEO
Gravity Software

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

Optimist & Author

Joel Sinkin

President
Transition Advisors LLC

Bryan Skarlatos

Partner
Kostelanetz & Fink,LLP

Ed Slott

Partner
Ed Slott & Company

Rachael Smith

CPA
White Lodging

Dan Snyder

Senior Manager - Personal Financial Planning (PA) Advisory Services and Credentialing
Association of International Certified Professional Accountants

Jagruti Solanki

Partner, Technology & Blockchain
Aprio

Ross Sparkman

Head of Strategic Workforce Planning
Facebook

Scott Spradling

Head of Audit & Assurance Product
Thomson Reuters

Scott Sprinkle

Managing Member
Sprinkle & Associates LLC

Joe St. Denis

Vice President
Western Union

Marc Staut

Principal & Consultant
Boomer Consulting, Inc

Carrie Steffen

President
The Whetstone Group

Todd Steinberg

Partner
Loeb & Loeb LLP

Kevin Stephens

Partner
Stephens & Company PLLC

Stan Sterna

Vice President
Aon

Lindsay Stevenson

Vice President - Finance
1st Financial Bank USA

Launa Stewart

Founder / Principal Consultant
Launa Stewart Consulting

Tony Stich

Chief Operating Officer
Advicent

Janeen Stodulski

Partner - CAS Leader
MNP LLP

David Stolz

President
Stolz and Associates P.S.

Lisa Stone

Principal
AllianceBernstein

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 Tankersley

Director, Strategic Relationships
K2 Enterprises

Michael Tannenbaum

Chief Financial Officer
Brex

Blair Taylor

Partner
PwC US

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

Jotham Ty

Founder and CEO
Gappify

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

April Walker

Association of International Certified Professional Accountants

Daniel Wallick

Principal, Investment Strategist
The Vanguard Group

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

Julie Welch

Shareholder and Director
Meara Welch Browne,P.C.

Kelly Welter

Partner
Serl Keefer Welter CPAs LLP

Chris Wentzien

Principal
Natural Bridges Financial Advisors LLC

Stephen Wershing

President
The Client Driven Practice LLC

Cari Weston

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

Liz Weston

Columnist
Associated Press / Nerd Wallet

Ann White

Regional Human Resources Manager
BDO USA LLP

Paul Whitmore

Product Sales Manager - OnPoint PCR
CPA.com

Sandra Wiley

President
Boomer Consulting,Inc.

Amanda Wilkie

Consultant
Boomer Consulting,Inc

Darrell Williams

Director of Information Technology
Katz, Sapper & Miller

Jane Willis

VP of Marketing, Accountant Channel
Bill.com

Jennifer Wilson

Co-founder and Partner
ConvergenceCoaching,LLC

Matthew Wilson

Partner
Wilson Ivanova Certified Public Accountants

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

Robert Woods

Finance Transformation Solutions Leader
PwC US

Jeremy S. Wortman

Dr.
HRD Initiatives

Candace Wright

Director
Postlethwatie & Netterville

Elias Yanaki

Practice Lead, Data Analytics & BI
CTS Impact

Will Yapp

VP Sales & Marketing
Right Networks

Jacklin Youssef

Senior Wealth Planner
Vanguard

Yan Zhang

Partner
EisnerAmper LLP

Ryo Zsun

Culture Maestro
Zappos Inc.

Gary Zwick

Partner
Walter Haverfield LLP