Keynote Speakers
Erik Asgeirsson
Erik Asgeirsson has been President and CEO of CPA.com for the past fifteen years and was part of the original founding team. Under Erik’s leadership, CPA.com has established itself as a leader on emerging technologies and as a key solution provider to accounting firms in the United States, with a…
Danielle Supkis Cheek
Danielle Supkis Cheek is the VP, Head of Analytics and AI at Caseware International. Danielle joins Caseware after being the VP of Strategy and Industry Relations at MindBridge.
Danielle earned her Bachelors from Rice University in Houston, TX, and her Master of Science in Accountancy from…
Avani Desai
Avani Desai is a Partner and Chief Executive Officer at Schellman, the largest niche CPA firm in the world that focuses on technology and security assessments. She also sits on the board of Cogent Bank, a Florida based community bank, as a Director and the head of the Technology Committee. …
Alex Dorr
Alex envisions a world where work is effortless, and teams are drama-free. Standing side-by-side since 2015 with NY Times Bestselling author and thought leader Cy Wakeman, Alex collaborates with organizations and leaders globally to help them ditch the drama from the workplace, hardwire…
Rachel Dresen
Rachel Dresen is a Senior Director of Congressional and Political Affairs at AICPA & CIMA, a position she has held since 2013. In this role, she is responsible for advocating on behalf of the accounting profession before Congress and the Administration.
Prior to joining the AICPA, Rachel…
Lexy Kessler
Lexy Kessler is the Mid-Atlantic Regional Leader for Aprio, serves on the Aprio Board of Directors, and is the Chair of the firm's Diversity, Equity, Inclusion and Belonging (DEIB) Council. She previously led the firm's Government Contracting segment and has over 35 years of experience in the…
Angela MacPhee
Angela MacPhee is the Managing Principal of Consulting and Advisory Services at Baker Tilly Advisory Group, LP. In this role, she oversees practice-wide operations for 2,300 team members across offices on five continents and is responsible for implementing strategy and driving growth across the…
Barry Melancon
CEO, Association of International Certified Professional Accountants President & CEO, American Institute of CPAs Barry C. Melancon is the CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with more than…
Allie Miller
Allie K. Miller is a top artificial intelligence leader, advisor, and investor who has led large global AI initiatives at two of the five largest cloud providers in the world. Allie was most recently the Global Head of Machine Learning for Startups & Venture Capital at Amazon Web Services (AWS…
Henna Pryor
Henna Pryor, PCC is a dynamic Workplace Performance Expert who speaks and writes about performance mindset, interpersonal dynamics, high-impact communication, and embracing bumps in a world that keeps optimizing for smoothness.She is a regular Expert Columnist for Inc. Magazine, 10x award-winning…
Lisa Simpson
Lisa is Vice President - Firm Services for the AICPA. She leads the Private Companies Practice Section (PCPS), Firm Relationship Management, Diversity & Inclusion, Young Member Initiatives, Technical Hotline and Center for Plain English Accounting. Her teams build and manage firm relationships…
Jen Wood
As leader of the Assurance Service-Line, Jen is responsible for quality and excellence, driving innovation and supporting growth with highly trained practitioners. Jen challenges the status quo and uses her experiences to transform the way we work. Jen strategically reimagines our Assurance…
All Speakers
Andrew Argue
CPA
CEO
Corvee
Erik Asgeirsson
President & CEO
CPA.com
Ron Baker
Founder
VeraSage Institute
Sharon Berman
CPA, CGMA
Principal
Rehmann
Kimberly Blascoe
CPA
Sr. Director, CAS Professional Services
CPA.com
Leslie Bolton
National Director, Accountant Channel Strategy
Paychex, Inc
Jim Bourke
CPA, CITP, CFF, CGMA
Managing Director Advisory Services
WithumSmith+Brown
Amy Bridges
Senior Manager, Professional Services
CPA.com
Dawn Brolin
CPA, CFE
CEO
Powerful Accounting Inc
Tammy Bryant
Partner-in-Charge, Client Accounting Service
Varney & Associates, CPAs, LLC
Karl Busch
Senior Director - Product Management - Dynamic Audit Solution
AICPA & CIMA
Arianna Campbell
COO
Boomer Consulting, Inc.
Joseph Carson
CISSP/OSCP
Chief Security Scientist & Advisory CISO
Delinea
Shayna Chapman
CPA.CITP, CGMA
Founder and Chief Strategist
Shaynaco LLC
Danielle Supkis Cheek
CPA, CFE, CVA
VP, Head of Analytics and AI
Caseware International
Nina Chmura
CPA
Partner
WithumSmith+Brown
Korey Cournoyer
CEO & Co-Founder
STRMS.io
Christopher Cromer
Director of Operations
CPA.com
Brian Davis
CPA, CFE
CEO
One Stop CPA
Nicole Davis
Founder and Chief Hello Officer
Butler-Davis
Avani Desai
CPA, CISSP, CISA, CIPP, CCSK
Chief Executive Officer
Schellman
Alex Dorr
M.S., CSP
Speaker, Vice President of People Evolution
Reality-Based Leadership
Ashley Doyen
Manager, CAS Firm Strategy
CPA.com
Rick Dreher
CPA, MST, CGMA
Consultant
Rick Dreher Consulting LLC
Rachel Dresen
Senior Director of Congressional & Political Affairs
AICPA & CIMA
Kimberly Ellison-Taylor
CEO
KET Solutions LLC
Matt Elwell
Product Account Manager - Financing Advisory Services
CPA.com
Rami Essaid
SVP of Product
BILL
Corey Falkin
Partner Relationship Manager
Biz2Credit
Pascal Finette
Co-founder
be radical Group
Ashley Francis
CPA
Owner
The Francis Group, PLLC
Matt Gardner
CEO|Co-Founder
hiline
Nicole Graham
Risk Consultant
Aon
Jody Grunden
CPA
Partner
Anders CPAs + Advisors
Erin Hartman
CPA
Senior Manager - Firm Services - PCPS
AICPA & CIMA
Robert Henderson
CPA
Partner-in-Charge
Windes Advisory Services
Will Hill
Owner
Will Hill Consults, LLC
Tom Hood
EVP of Business Engagement & Growth
US/AICPA-CIMA
Jenni Huotari
Partner
Eide Bailly LLP
Kacee Johnson
MBA
Vice President, Strategy & Innovation
CPA.com
Tricia Katebini
CPA, MBA
Partner
GRF CPAs & Advisors
Lexy Kessler
CPA, CGMA
Vice Chairman | Mid-Atlantic Regional Leader & Partner
AICPA & CIMA Board of Directors; Aprio, LLP
Nicole Ksiazek
Director, SIAP Strategy and Sales
Sage
Sharai Lavoie
CEO/Managing Member
Lavoie CPA PLLC
Alex Lee
CEO
Truewind
Kristine Lemanski
CPA, CGMA, CMA
CFO
AssuredPartners Aerospace
TJ Lewis
Innovation Strategist
Rightworks
Elinor Litwack
CPA
Partner, Outsourced Accounting and Advisory Services
GRF CPAs & Advisors
James Lopiccolo
CPA, CGMA
Managing Member
Capocore Professional Advisors
Gabrielle Luoma
CEO & Co-Founder
MOD Ventures LLC
Dan Luthi
Partner
Ingnite Spot
Dan Macintosh
Chief Growth Officer/Shareholder
Brady Martz and Associates
Jessica Macklin
CPA
Partner
Wipfli LLP
Angela MacPhee
CPA
Managing Principal of Consulting and Advisory Services
Baker Tilly Advisory Group, LP
Samantha Mansfield
Senior Consultant
ConvergenceCoaching, LLC
Shane Mason
CPA/PFS, CFP, CPWA, ECA
Co-Founder
Brooklyn Fi
Terri Mayfield
Senior Manager
Forvis Mazars LLP
Trevor McCandless
CEO
Fusion CPA
Dixie McCurley
Partner, Client Accounting Services
Cherry Bekaert Advisory LLC
Barry Melancon
CPA, CGMA
President and CEO
AICPA & CIMA
Larry Mellon
Tax Director - Chief Tax Office
Vertex, Inc.
Kalil Merhib
Executive Vice President, Growth & Professional Services
CPA.com
Allie Miller
Artificial intelligence leader, advisor, and investor
Jason Miller
Business Consulting Director
Dean Dorton
Becky Munson
CITP, CPA
Partner
EisnerAmper
Phuong Dung Nguyen
CPA/PFS, MPA
Founder & CEO
Yogi CPA
Mario Ogu
Lead Marketing Manager
CPA.com
Kane Polakoff
Principal, Client Advisory Services Practice Leader
CohnReznick
Henna Pryor
2x TEDx Speaker, Executive Coach, & Workplace Performance Expert
Ericka Racca
Director, Audit Professional Services
CPA.com
William Reeb
CPA, CITP, CGMA
CEO
Succession Institute
Krista Richardson
CPA, MBA
Director - Client Accounting Services
Lucas Horsfall Accountants & Advisors
Peter Scavuzzo
Principal, Chief Information & Digital Officer
Marcum LLP
Colette Sharbaugh
Vice President, Marketing & Communications
CPA.COM
Holly Shier
Chief Marketing Officer
Rehmann
Lisa Simpson
CPA, CGMA
VP - Firm Services
AICPA & CIMA
Daniel Snyder
CPA/PFS
Director - Personal Financial Planning (PA)
AICPA & CIMA
Evelyn (Evie) Stebbins
SPHR
HR Business Partner
Paychex
Stan Sterna
Esq.
Risk Control Leader
Aon
Lindsay Stevenson
Chief Transformation Officer
BPM LLP
Robin Thieme
CPA, CITP, CGMA
Founder, CEO & CAO (Chief Anticipation Officer)
KBS CFO, LLC
Missy Thompson
Principal
Baker Tilly
Mike Triantos
VP Sales and Marketing
Jirav
Roman Villard
CPA
Founder
Full Send
Amy Walker
CPA
Partner
Walker Glantz PLLC
April Walker
CPA, CGMA
Lead Manager, Tax Practice & Ethics - Tax Section
AICPA & CIMA
Evan Wells
Head of Accounting Channel Growth
Jirav
Jennifer Wilson
Co-founder and Partner
ConvergenceCoaching, LLC
Christina Wiseman
MBA, PMC-V
Manager, Operations
CPA.com
Jen Wood
Partner and Assurance Leader
The Bonadio Group
John Yeager
Managing Director
Whitley Penn