Garrett Astler is a passionate product marketing leader with experience in the go to market of procure to pay technology solutions used by thousands of businesses in the US. At Premier Inc., Garrett is currently working on Remitra, an automated solution streamlining the P2P process for hospitals...
Isaiah Bailey, Director of Finance and JEDI Strategies, Well Clinic
Currently serving as Director of Finance and Justice, Equity, Diversity and Inclusion (JEDI) Strategies at Well Clinic, Isaiah specializes in preparing financial statements and documenting, validating and assessing financial systems, strategies, and controls that significantly improve business...
Isaiah Bailey, Director of Finance and JEDI Strategies, Well Clinic
Murli Balu, Founder & Director, C&R Consulting Group
Keith Bereskin, VP of IT and Building Operations, Healthpeak Properties
Keith is the VP of IT and Building Operations at Healthpeak Properties - a fully integrated real estate investment trust (REIT) and part of the S&P 500 (NYSE: PEAK). In this role, Keith oversees several key areas of technology supporting Healthpeak's growing healthcare-focused...
Keith Bereskin, VP of IT and Building Operations, Healthpeak Properties
David Bergstein, Owner, bergsteincpa
Jim Bourke, Partner, Certified Public Accountant, WithumSmith+Brown
Dean Boyer, Director, Technology Services Group, Marks Paneth LLP
Stephen Briggs, Chief Executive Officer, Tru Golf
Dawn Brolin, CPA, CFE & Chief Executive Officer, Powerful Accounting
Dr. Curtis C. Cochran, Chief Executive Officer, Cochran Consulting LLC
Patrick Cameron, Director of Partnerships & Technology, Aprio
Ramona Cedeno, Founder And Chief Executive Officer, FiBrick
Sarah Cirelli, Chief Marketing Officer, Grassi
Nicole Davis, CPA, Founder and CEO, Butler-Davis
Nicole Davis is the founder and CEO at Butler-Davis, a tax and accounting firm with two locations in Georgia. She brings more than a decade of experience in accounting, tax, financial management and advisory services to clients of all sizes in various industries. Nicole specializes in tax...
Nicole Davis, CPA, Founder and CEO, Butler-Davis
Deborah Defer, Managing Director, BSO - Business Services & Outsourcing, BDO USA LLP
Christopher Denver, Managing Director, Crowe
Bruce Ditman, Managing Partner, Chief Seconds LLC
Bruce Ditman is the Managing Partner of Chief Seconds LLC, a Professional Services Marketing Consultancy which believes that “Useful is Beautiful” in all things, including your marketing and business. A former CMO of two, top 20 Accounting and Advisory firms for more than 15 years, Bruce has built...
Michael Goral, National Cannabis And Hemp Tax Partner In Charge, Armanino LLP
Jake Grimm, Director of Technology, Summit CPA Group
Denise W. Grove, Founder, CFO Support, Inc.
Jody Grunden, Co-Founder And Chief Executive Officer, Summit CPA Group
Adam Hale, Co-Founder And Chief Operating Officer, Summit CPA Group
Jan Haugo, General Manager, High Rock Accounting
Orume Hays, Founder And Managing Director, Hays CPA
Mathew Heggem, President, Dashboard Enterprises
Over the span of 17 years, Mathew has had a diverse range of leadership roles within the accounting and small business sector. Beginning with his time at a workforce development agency, where he helped to train over 200 bookkeepers, and ultimately moving into growth strategy consulting for...
Mathew Heggem, President, Dashboard Enterprises
Ty Hendrickson, Consultant, Inovautus Consulting
Gil Hildebrand, Founder and Chief Executive Officer, Gilded
Will Hill, Product Manager, Thomson Reuters
Pamela Huelsman, Managing Director, Armanino LLP
With more than 30 years of industry and public accounting experience, Pam is a Managing Director in Armanino’s National State & Local Tax (SALT) practice, focusing on managing client engagements and providing a full range of SALT services.
In her role, Pam continually monitors the...
Scharrell’s passion for motivating established, and aspiring leaders is daily practiced in her role as Chief Operating Officer for Lendistry where she leads the firm’s Operations. As a top-tier executive with over 35 years of experience, Scharrell will drive an innovative model forward for...
Kurt Kunselman is an accomplished Senior Executive, Advisor, Blockchain Advocate and Thought Leader with more than 25 years of success across the internet and music industries. His broad areas of expertise include entrepreneurship, startups. technology, and growth. Kurt holds a leadership position...
Kurt Kunselman, COO, AccountingSuite
Ryan Lazanis, Founder, Future Firm
Keith Lewis, Project Manager, SEI, Inc
Dan Luthi, Chief Operating Officer, Ignite Spot Accounting
Sherrell T. Martin, Chief Financial Solutions Officer, Nitram Financial Solutions
Sherrell T Martin is the founder, CEO and tech-savvy cloud accountant at Nitram Financial Solutions, an award-winning financial management and consulting practice. She supports business owners with managing the financial health of their businesses by providing outsourced accounting services. Using...
Sherrell T. Martin, Chief Financial Solutions Officer, Nitram Financial Solutions
Tamara Middleton, VP Pension Operations, RMC Group
Kiara Morgan, Conference Producer, Terrapinn
Jeff Munn, Product Marketing Manager, M-Files
Ean Murphy, Owner, Moxie Bookkeeping
Jay Nisberg, President, Jay Nisberg Associates
Rob Nixon, Chief Executive Officer, Profitable Partners
Rob Nixon has forged a niche to be one of the world’s foremost authorities on how accounting firms can achieve peak performance. Since 1994 he has been running businesses that specialize in helping accountants run better, more profitable businesses. He has personally coached over 600 firms and...
Rob Nixon, Chief Executive Officer, Profitable Partners
Jorge Olavarrieta, Vice President of Product and Design for Intuit Accountants, Intuit
Jorge Olavarrieta is a Director of Product Management within Intuit’s ProConnect Group. For the past 21 years, Jorge has closely partnered with tax and accounting professionals to help develop solutions that drive efficiencies and better business outcomes for their firms.He spent nearly a decade...
Jorge Olavarrieta, Vice President of Product and Design for Intuit Accountants, Intuit
Chad Osgood, Co-Founder / Operations & Technology Executive, Digilence
Judi Otton, President, GrowthCast
Jody Padar, Author, The Radical CPA & VP of Strategy, Botkeeper
Brad Paladini, Attorney, Paladini Law
Elli Papadopoulos, Principal, Skopos
Robert Patin, Managing Partner, Patin & Associates
Allie has over 17 years of experience serving clients as a professional in the accounting industry. She has her certification as a bookkeeper, as well as being QuickBooks Advanced Online, Xero, Hubdoc, and Bill.com certified. Having worked with some of our largest and most complex clients at...
Iralma Pozo, Adjunct lecturer/ consultant, City University of New York
Laine Proctor, Owner, QuickBooks Doctor
Phil Quimby, Product Marketing Manager - Client Advisory Services, CPA.com
Vik Rajan, Co-Founder, Phone Blogger
Jeremias Ramos, Tax Manager, Withum
Rachel Rapport, President, Prestige Management and Consulting
Mary Read, National Director Of Pension And Protection Planning, Pentegra Retirement Services
Gregory Rosoff, Chief Financial Officer, All Things Media LLC
Lance Rothenberg, Director, Cohn Reznick LLP
Lance Rothenberg, J.D., LL.M., is a Tax Director with CohnReznick, LLP (New York / New Jersey) focusing on state and federal tax controversies and disputes as well as multi-state tax planning issues. Lance has broad experience assisting a wide-range of businesses and business owners, from Fortune...
Lance Rothenberg, Director, Cohn Reznick LLP
Dave Sackett, Chief Solutions Architect, Visibility Corporation
Russell Safirstein, Partner in Charge, Anchin Digital Risk Solutions
Ron Saharyan, Co-Founder and Managing Director, Profit First Professionals
Heather Satterley, Founder, Satterley Business Solutions
Heather is a CPA and founder of Satterley Accounting Services. She is also the founder of Satterley Training & Consulting, LLC - a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology. Heather is...
Heather Satterley, Founder, Satterley Business Solutions
Marc Schein, National Co-Chair Cyber Center Of Excellence, Marsh McLennan Agency
Marc D. Schein, CIC, CLCS assists clients by customizing comprehensive commercial insurance programs that minimize or eliminate the burden of financial loss through cost effective transfer of risk. By conducting a Total Cost of Risk (TCoR) assessment, he can determine any gaps in coverage. As part...
Marc Schein, National Co-Chair Cyber Center Of Excellence, Marsh McLennan Agency
Erika Segal, Associate Brand Manager, CPA Charge
Garima Shah, President, Biller Genie
Garima Shah has more than 18 years of experience working in key leadership positions in fintech and the payments industry. Garima has served as Head of US Sales for eMerchantPay, successfully launching the company’s entry into the US market. Garima has held other notable positions such as Senior...
Garima Shah, President, Biller Genie
Donny Shimamoto, Founder and Managing Director, IntrapriseTechKnowlogies LLC
Chaya Siegfried, Lead International Business Tax Services, WithumSmith+Brown
Lisa Sretenovic, Chief Managing Officer, Visionating LLC
Sean Stein Smith, Professor, Lehman College
Monique Swansen, Founder And Chief Executive Officer, Automated Accounting Services
Monique Swansen, Founder and CEO of Automated Accounting Services and Accounting for Green. Top100 ProAdvisor 2019,2020,2021 Serving Intuit's Accountant Council 2020, 2021, helping visionary companies automate and outsource their financial needs. Offering bookkeeping, controller, and CFO...
Monique Swansen, Founder And Chief Executive Officer, Automated Accounting Services
Tricia Taitt, Principal, The Art of Money Matters
Tricia M Taitt, MBA is Principal of The Art of Money Matters is an outsourced accounting and CFO services company that empowers established women entrepreneurs with the financial information, programs and support to understand their numbers, think strategically to make better decisions, pay...
Tricia Taitt, Principal, The Art of Money Matters
Rick Telberg, Owner and Chief Executive Officer, CPA Trendlines Research
Vijay Visvanathan, Founder & Director, C&R Consulting Group
Amy Walker, CEO, Walker Agency
Andrew Wall, Managing Partner, Cpa4it PC
Michael Walston, Principal, HBK, CPAs & Consultants
Mike Walston is a Principal in the Tax Advisory Group at HBK CPAs & Consultants located in the Youngstown, Ohio office providing support services for the CPAs in all HBK offices.
Mike has been with HBK CPAs and Consultants for eight years, focusing on tax compliance and consulting for closely...
Michael Walston, Principal, HBK, CPAs & Consultants
Erik Weinapple, Tax Senior Manager, Moss Adams
Geni Whitehouse, Countess of Communication, The Impactful Advisor
Geni Whitehouse, CPA divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, teaching advisory kills via www.TheImpactfulAdvisor.com forward, and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects...
Geni Whitehouse, Countess of Communication, The Impactful Advisor
Martin Zych, Co-Founder And Chief Executive Officer, Jirav