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Keynote Speakers

Erik Asgeirsson

President & CEO | CPA.com

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…

Avani Desai

CPA, CISSP, CISA, CIPP, CCSK

Chief Executive Officer | Schellman

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. Avani…

Alex Dorr

M.S., CSP

Speaker, Vice President of People Evolution | Reality-Based Leadership

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

Senior Director of Congressional & Political Affairs | AICPA & CIMA

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 worked…

Lexy Kessler

CPA, CGMA

Vice Chairman | Mid-Atlantic Regional Leader & Partner | AICPA & CIMA Board of Directors; Aprio, LLP

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

CPA

Managing Principal of Consulting and Advisory Services | Baker Tilly Advisory Group, LP

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

CPA, CGMA

President and CEO | AICPA & CIMA

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

Artificial intelligence leader, advisor, and investor

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

2x TEDx Speaker, Executive Coach, & Workplace Performance Expert

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

CPA, CGMA

VP - Firm Services | AICPA & CIMA

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

Partner and Assurance Leader | The Bonadio Group

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, Channel Partnerships
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

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

Rami Essaid

SVP of Product
BILL

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

Chris Parks

Director, Channel Marketing
Paychex

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

Stan Sterna

Esq.
Risk Control Leader
Aon

Lindsay Stevenson

Chief Transformation Officer
BPM LLP

Danielle Supkis Cheek

CPA, CFE, CVA
VP, Head of Analytics and AI
Caseware International

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