Our Speakers Joseph Abraham Data Specialist Truepoint Wealth Counsel Amanda Aguillard Chief Operating Officer Padgett Business Services Beth Allen Partner GreerWalker Chad Allen Partner Hutchins & Haake, LLC Robert Allen President The Allen CPA Firm, PLLC Sarah Allen-Anthony Partner Crowe LLP Denny Ard Partner Dixon Hughes Goodman LLP Erik Asgeirsson President & CEO CPA.com Mark Astrinos Principal & Founder Libra Wealth Michael Auerbach Chief Accountant Employee Benefits Security Administration, U.S. D Jaclyn Badeau President Badeau Consulting, LLC DonCarlos Bain Credo CFOs & CPAs Eric Barsky Senior Product Manager Auvenir Sharla Bartley Customer Success TaxPlanIQ Ted Batson Partner/Tax Counsel CapinCrouse LLP Thomas Baughman Ami Beers Senior Director - Assurance and Advisory Innovation AICPA Andrew Berg Managing Partner Berg Advisors Stephen Bigge Partner Keebler & Associates, LLP Jacob Bitz Senior Accountant Boyum Barenscheer, PLLP David Blanchett Head of Retirement Research PGIM Brian Bluhm Chief Quality Officer Eide Bailly LLP Jason Blumer CEO Blumer CPAs Jean-Luc Bourdon Wealth Advisor Lucent Wealth Planning, LLC Jim Bourke Managing Director Advisory Services WithumSmith+Brown Ken Bouyer Americas DEI Recruiting Leader EY Samantha Bowling Partner Garbelman Winslow CPAs Scott Bowman Partner McDermott Will & Emery LLP Matt Braatz Senior Vice President Advyzon Jim Brackens, Jr. Vice President of Ethics and Practice Quality AICPA Megan Brackney Partner Kostelanetz & Fink, LLP Michael Brand Member BMSS, LLC Amy Bridges Professional Development Manager CPA.com Thomas Brinker Adjunct Professor of Taxation and Special Needs Planning /Professor of Accounting ChSNC® Program Director Director of the American College Center for Special Needs The American College/Arcadia University Karen Brosi Owner Karen Brosi, EA, CFP, a LLC Jeannine Brown Chief Executive Officer Everyday Organizational Designs Rebekah Brown Director of Development The Maryland Association of CPAs Joel Bruckenstein President Technology Tools for Today (T3) Ellen Bruno President Compliance Advisor Professionals,LLC Jody Bryson Counsel Perkins Coie LLP Joe Bublé Partner Citrin Cooperman Jim Buffington Advisory Services Leader Intuit Accountants Priscilla Bullock Partner PwC Brent Burns President and Founding Partner Asset Dedication Jennifer Burns Chief Auditor AICPA Karl Busch Senior Director - Product Management - Dynamic Audit Solution AICPA Fred Cannon Board Member FASB Bob Carey Wealth Advisor, CPA Carey & Hanna Tax & Wealth Planners Joseramon Carrasco Managing Director Grant Thornton LLP Mike Cheng Partner Frazier & Deeter David Cieslak EVP, Chief Cloud Officer RKL eSolutions, LLC Patti Clement Senior Vice President HUB International Susan Coffey Chief Executive Officer - Public Accounting Association of International Certified Professional Accountants Susan Cosper Board Member Financial Accounting Standards Board Chris Cromer Director of Operations CPA.com Matthew Dattilo Partner, Managing Director Altera Investments Nicole Davis Founder and CEO Butler-Davis Mark de Frere Channel Executive Microsoft Corporation David DeFreitas Group CFO Caterpillar Denise Dettingmeijer CFO, NA Randstad Jeremy Dillard Technical Standards Partner SingerLewak LLP Anna Dourdourekas Grant Thornton Ashley Doyen CAS Product Account Manager CPA.com Jeremiah Doyle SVP/Family Wealth Strategist BNY Mellon Wealth Management Amel Edmond Chief Information Officer Withum Dirk Edwards Partner Edwards Bradley PC Sarah Elliott Co-founder and Principal Intend2Lead LLC Kimberly Ellison-Taylor ASEC Member and CEO KET Solutions, LLC Ori Epstein Tax Partner Aprio, LLP Irene Estrada Managing Director PwC Debra Estrem National Director, Tax Controversy Deloitte Tax Lisa Featherngill National Director of Wealth Planning Comerica Bank Rebecca Fender Head, Strategy and Governance for Research, Advocacy, and Standards CFA Institute Bob Fink Partner Honkamp Krueger & Co Michael Finke Professor, Frank M. Engle Chair of Economic Security Research The American College of Financial Services Martin Finn Partner Lavelle and Finn, LLP Brent Forbush Partner Forbush and Associates Mary Kay Foss CPA Mary Kay Foss CPA Heidi Freeman Member Simmons Freeman LLC Larry Furr Chief Product Officer Canopy Inc. Melisa Galasso CEO Galasso Learning Solutions Claire Gallant Managing Advisor Commas Chris Gallo State & Local Tax Director BerganKDV Elizabeth Gantnier Partner DHG Paige Goepfert Managing Director Andersen AMBER GOERING President Goering and Granatino, P.A. Ahava Goldman Associate Director AICPA Michael Goodman President Wealthstream Advisors, Inc. Paula Goodwin Partner Perkins Coie LLP Lynford Graham Visiting Professor and Executive in Residence Bentley University Corey Green Solutions Consultant Tipalti Angie Grissom The Rainmaker Companies Owner, Chief Relationship Officer Kevin Grogan Managing Director, Investment Strategy Buckingham Wealth Partners Charles Groome VP of Marketing Biz2Credit Thomas Groskopf Technical Director - Center for Plain English Accounting AICPA/Barnes, Dennig & Co., Ltd Joe Gutierrez CIO Berkowitz, Pollack Brant Advisors + CPAs Adam Hale Partner, COO Summit CPA Group: A Division of Anders CPAs + Advisors Josie Hammond National Director of Employee Benefit Plans RSM US LLP CAROL HARRINGTON Senior Counsel McDermott Will & Emery LLP Carrie Harrington Partner/Department Chair Levenfeld Pearlstein, LLC Carla Harris Managing Director and Senior Client Advisor Morgan Stanley Wesley Hartman Founder Automata Practice Development Orumé Hays Founder & Managing Director Hays CPA Isaac Heller Co-founder & CEO Trullion John Higgins Strategic Technology Advisor CPA Crossings, LLC Kari Hipsak Senior Manager - Firm Services Association of International Certified Professional Accountants Jennifer Hoffman National Not-for-Profit Audit Leader Grant Thornton LLP Tom Hood EVP of Business Engagement & Growth Association of International Certified Professional Accountants and Business Learning Institute Mo Huda Senior Manager Moss Adams Robert Huebscher CEO Advisor Perspectives Kristy Illuzzi Principal IFAC Thomas Jalics Chief Market Strategist Fifth Third Bank Kacee Johnson Vice President, Strategy & Innovation CPA.com Randolph Johnston Founder Network Management Group, Inc. Wynde Jones Owner The Jones Agency Lori Kaczynski VP, Internal Audit and Chief Audit Executive Graphic Packaging International Joseph Karczewski Managing Director Andersen Andrew Katzenstein Partner Proskauer Rose LLP Robert Keebler Partner Keebler and Associates, LLP Lexy Kessler Partner Aronson LLC Eric Kinnoin Senior Vice President of Finance Oracle Mark Klein Partner/Chairman Hodgson Russ LLP Ed Kless Senior Director of Partner Development and Strategy Sage Colleen Knuff Vice President of Audit Product Management Wolters Kluwer Alfred Ko Partner RSM US LLP Allan Koltin CEO Koltin Consulting Group Sharon Kreider Owner KREIDERCPA Mike Krzyzewski Head Men's Basketball Coach Duke University Jeff Kummer Managing Director Deloitte Tax LLP Brian Kush Principal Intend2Lead Brandon Lagarde Director Postlethwaite & Netterville Charles Landes Distinguished Fellow- Center for Plain English Accounting AICPA, retired Jeremiah LaRue Product Marketing Manager CPA.com Karly Laughlin Principal Belfint, Lyons & Shuman, P.A. Scott Lazarone Partner Faulk & Winkler David Lebovitz Executive Director & Global Market Strategist J.P. Morgan Asset Management Toni Lee-Andrews Director - Professional Ethics AICPA Kristine Lemanski CFO AssuredPartners Aerospace Michael Leon Chief Accounting Officer & Corporate Controller Sealed Air Calvin Leong Manager, API Strategy & Sales Thomson Reuters Paul Leroue Principal/CMO Wipfli Jeffrey Levine Lead Financial Planning Nerd Kitces.com Alan Long Managing Member Baldwin CPAs, PLLC Kelley Long Financial wellness coach and consultant Financial Bliss with Kelley Long Nicole Long Sr. Finance Director WestRock Sara Lord Chief Auditor RSM US LLP Daniel Lucas President & Founder Credo CFOs & CPAs Michelle Lundberg Director of Product Marketing Canopy Inc. Steven Lyon Product Specialist Manager SafeSend Michael Maksymiw, Jr. Executive Director Aprio LLP Justin Mannhardt Solution Architect P3 Adaptive Elizabeth Mason CEO and Founder High Rock Accounting Justin May Field Marketing Manager Dell Kim McCormick Partner, Audit Services Grant Thornton Dixie McCurley Principal, Digital Advisory, Client Accounting Services Leader Cherry Bekaert LLP Paula McMillan Wealth Advisor Stearns Financial Group Jeffrey Mechanick Assistant Director Financial Accounting Standards Board Anoop Mehta President Science Systems and Applications, Inc. Barry Melancon President and CEO AICPA Kalil Merhib Vice President, Growth & Professional Services CPA.com Jackie Meyer CEO The Concierge Accountant Peter Miele Vice President of Sales SurePrep Tonya Moffitt Managing Partner Merina+Co Anna Mok President & CEO Ascend Robert Montella Senior Strategist Goldman Sachs Vern Montross Western Division Managing Director, Senior Investment Consultant City National Rochdale DANIEL MOORE Owner D.T. Moore & Company Nick Moore Senior Manager, LGBTQ+ Initiatives Committee Co-Chair Grant Thornton LLP Kerry Mulcahy Partner Citrin Cooperman Becky Munson CAS Practice Leader YourBooks Outsourced Accounting Annette Nellen Professor San Jose State University Tony Nitti Partner - National Tax EY Ozoemena Nnamadim Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair Deloitte & Touche LLP Ash Noah VP Managing Director, Learning, Education and Development AICPA Trisha Nomura Owner Ascend Consulting LLC Steven Novak Sr. Director, Named Accounts bill.com Ross Olson Senior Solution Specialist Intuit Erik Ordal President Guardian Wealth Advisors, LLC Scott Orr Vice President Government Relations, Head of Southern Regional Public Affairs Fidelity Investments Chris Ortega CEO Fresh FP&A Enrico Palmerino CEO and Founder Botkeeper Byron Patrick General Manager Botkeeper Spencer Paul Tax Senior Manager Deloitte Barry Payne Director - External Relations, Management Accounting Association of International Certified Professional Accountants Natalie Perry Partner Harrison & Held LLP Keith Peterka Partner Anchin Carl Peterson VP - Small Firm Interests AICPA Andrei Petrovsky Director PwC Lisa Piehl - Invited Program Manager, Estate and Gift Tax Policy IRS William Pirolli Chair, AICPA and Vice-Chair, Association Kane Polakoff National Practice Leader, Client Accounting Advisory Services UHY Eliot Powell Capital Markets and Accounting Advisory Services - Director PWC William Powers Deputy Director (Retired) PCAOB Sean Prince Partner, National Office Crowe LLP Terrence Putney Partner Whitman Transition Advisors Ron Quaranta Founder and Chairman Wall Street Blockchain Alliance Alyssa Rade Chief Sustainability Officer Sustain.Life Amy Radin Independent Director, Growth Advisor, Award Winning Author Pragmatic Innovation Partners Joseph Radziewicz VP Corporate Controller Stanley Black and Decker Kristen Rampe Managing Principal Rampe Consulting Matt Rampe Principal Rampe Consulting Okorie Ramsey Vice President of Sarbanes/Oxley (SOX) Kaiser Permanente Ruth Reitmeier Director of Coaching and Training Doerr Institute at Rice University Evan Rhodes Director, Client Services P3 Adaptive Ross Riskin Chief Learning Officer Investments & Wealth Institute Adam Roark Director, Assurance Innovation and Methodology DHG Janine Rogan Founder Wealth Building Academy Inc Heidi Rogers Payments Expert CPACharge Jordon Rosen Director BLS CPA Daniel Rubin Partner Farrell Fritz, P.C. Kassi Rushing Director, Organizational Strategy & Employee Development Blue Hen Guylaine Saint Juste President & CEO NABA Michael Salmon Sales Director Canopy Inc. Brooke Salvini Principal Salvini Financial Planning Theodore Sarenski Wealth Adviser Sage View Advisory Group Keith Schiller Attorney-Shareholder Schiller Law, a Professional Law Corporation Jill Schlesinger Business Analyst CBS News James Shambo Retired N/A Colette Sharbaugh Vice President, Marketing & Communications cpa.com Eileen Sherr Director - AICPA Tax Policy & Advocacy AICPA Donny Shimamoto Founder and Managing Director IntrapriseTechKnowlogies LLC Bejan Shirvani Assistant Vice President, Structured Settlements MetLife Steven Siegel President The Siegel Group Chaya Siegfried Lead, International Business Tax Services Withum Kyle Silverman Head of Ecosystem CaseWare International Kristen Simmons Member, Attorney Simmons Freeman LLC Lisa Simpson VP - Firm Services AICPA Yoland Sinclair Audit Senior Manager Deloitte Ed Slott Partner Ed Slott and Company, LLC Michael Smith Director of Tax ADP Thalia Smith Partner Deloitte & Touche LLP Daniel Snyder Director - Personal Financial Planning (PA) Association of International Certified Professional Accountants Lisa Snyder Nat'l Managing Partner - Independence BDO Scott Sprinkle Managing Member Sprinkle & Associates LLC Rebecca (Becky) Sproul Partner KPMG Laurie Stack VP of Business Development Avantax Allen Stahl Strategic Technology Manager Thomson Reuters Marc Staut Chief Innovation & Information Officer Boomer Consulting, Inc Val Steed Director Accountants Zoho Corporation Sean Stein Smith Professor Lehman College (CUNY) Lindsay Stevenson Chief Transformation Officer BPM LLP David Stolz President Stolz and Associates Susan Stutzel Leadership Coach PartnersCoach Danielle Supkis Cheek Azhar Syed CEO, Board Member, Executive Coach Leading Insights LLC Brian Tankersley Director, Strategic Relationships K2 Enterprises Vishal Thakkar Director of Marketing CPA.com Robin Thieme Founder, CEO & CAO (Chief Anticipation Officer) KBS CFO, LLC William Thomas W. Stewart Thomas, CPA, CGMA, PhD University of North Carolina at Pembroke Gary Thomson Managing Partner Thomson Consulting, LLC Rebecca Tillemans Leadership Coach pLink Leadership Susan Tillery President & CEO Paraklete Financial, Inc. and Financial Planning Advocate, LLC Thomas Tillery Vice President/Chief Compliance Officer Paraklete Financial, Inc. Christopher tinker Partner TSC Enterprise, LLC Salome Tinker Partner TSC Enterprise, LLC Mike Triantos Head of Partnerships Jirav Michael Tryon Director of Strategic Partnerships Biz2Credit Terrell Turner Managing Partner TLTurner Group Doug Uhl Senior Principal Team Leader, Corporate Accounting Policy Chick-fil-A, Inc. Susan Urish Partner, Innovation and Business Strategy Urish Popeck & Co., LLC (BDO Alliance) Steven Ursillo Partner | National Leader Information Assurance and Cybersecurity Cherry Bekaert LLP Alex Valdez Director, Retirement Plan Sales Paychex Martin Verdick Senior Director RSM US LLP Bob Veres Editor Inside Information Oscar Vives Wealth Planner PNC Private Bank April Walker Lead Manager AICPA Tara Walker Sales Director Auvenir Paul Warrick Senior Manager - CITP Credential AICPA Julie Welch Shareholder and Director Meara Welch Browne, P.C. Ranieka Weston Executive Coach pLink Leadership Amanda Wilkie Consultant Boomer Consulting, Inc. Jimmy Williams President and Founder Compass Capital Management, LLC Jennifer Wilson Co-founder and Partner ConvergenceCoaching, LLC Kenneth Witt Associate Technical Director, MA R&D Association of International Certified Professional Accountants Chris Wittich Partner Boyum Barenscheer, PLLP Drew Wolf Senior Accountant II Boyum Barenscheer, PLLP Jenifer Wyss Supervising Project Manager and PCC Coordinator Financial Accounting Standards Board Diane Yetter President and Founder Sales Tax Institute & Yetter Tax Jason Young Corporate Controller Cask NX Robin Young President Northstar Financial Planning Dien Yuen Executive Director, Center for Philanthropy & Social Impact The American College of Financial Services Alice Ziegler Area Sales Director, PEO Paychex Gary Zwick Attorney Walter | Haverfield LLP
