Our Speakers Ashiq Ahamed Managing Partner SolvedAF Consulting Inc. Lauren Aldrich Senior Controller JMP Statistical Discovery LLC Alan Alexander Chief Operating Officer Jackson Thornton Chad Allen Partner Hutchins & Haake, LLC Kelly Allen Owner LEVEL ADVISORS Andrew Altfest President Altfest Personal Wealth Management Alan Anderson Owner Account-ability Plus Rachel Anevski President & CEO Matters of Management, LLC N. Todd Angkatavanich Partner McDermott Will & Emery LLP Angela Appleby Partner Plante Moran Rohit Arora CEO and Co-Founder Biz2Credit Erik Asgeirsson President & CEO CPA.com Faiza Asifuddin Director, ESG & Sustainability Diligent Mark Astrinos Principal & Founder Libra Wealth AJ Ayers Co-Founder Brooklyn Fi Jaclyn Badeau President Badeau Consulting, LLC Ray Baggeri Matthew Bagley Director, Business Transformation (Finance) Verizon Byron Bailey Partner, Captive & Alternative Risk Insurance Sub-Line Leader Carr, Riggs & Ingram CPAs and Advisors Tanmay Bakshi Tommye Barie Partner Succession Institute, LLC Casey Barlow Enterprise Partner Consultant Xero Werner Barnard Chief Growth and Revenue Officer SAPRO Robert Barnett Partner Capell Barnett Matalon & Schoenfeld Ted Batson Partner/Tax Counsel CapinCrouse LLP Mark Bauters Senior Manager Deloitte Tax LLP Darlene Bayardo Owner Bayardo Accounting and Consulting, PC Bridget Bearden Research & Development Strategist Employee Benefit Research Institute Ami Beers Senior Director - Assurance and Advisory Innovation AICPA & CIMA David Beeton Director, Private Risk Advisor Willis Towers Watson Mike Bellin Partner PwC Lyle Benson Founder and President L. K. Benson & Company David Berek Partner Mayer Brown LLP Stephen Bigge Partner Keebler & Associates, LLP David Blain Chief Executive Officer BlueSky Wealth Advisors, LLC David Blanchett Head of Retirement Research PGIM Belita Blasingame Principal Owner Ledgers & Legends CPA Jason Blumer CEO Blumer CPAs Elizabeth Bolton Executive Director, Cyber Risk and Compliance S&P Global Leslie Bolton National Director, Channel Partnerships Paychex, Inc Chantel Bonneau Stewart Wealth Management Advisor Northwestern Mutual Jeff Borghino Grant Thornton Jocelyn Borowsky Partner Duane Morris LLP Arne Boudewyn Family Governance Consultant Arne Boudewyn Consulting Jean-Luc Bourdon Wealth Advisor Lucent Wealth Planning, LLC Jim Bourke Managing Director Advisory Services WithumSmith+Brown Colleen Boyle Managing Director- Head of National Sales & Philanthropic Strategy The Fine Art Group James Brackens, Jr. Vice President of Ethics and Practice Quality AICPA & CIMA Sarah Bradley Edwards Bradley PC Susan Bradley Sudden Money Jim Brady CEO alliantTALENT Matthew Brady President BradyRenner CPA's Dwayne Bragonier Founder BAI Bragonier Associates Inc. Michael Brand Member BMSS, LLC Amy Bridges Professional Development Manager CPA.com Jason Brodmerkel Sr. Manager - Accounting Standards, Co-Chair DIEP AICPA & CIMA Dawn Brolin CEO Powerful Accounting Inc Megan Bronson Advisory Partner Squire & Company, PC Karen Brosi Owner Karen Brosi, EA, CFP, a LLC Jeannine Brown Chief Executive Officer Everyday Lead Keri Brown Partner, Tax Controversy Baker Botts L.L.P. Nate Brown Vice President Product Management - Firm Management Wolters Kluwer Catherine Bruder President Catherine Bruder Consulting Ellen Bruno President Compliance Advisor Professionals,LLC Chet Buchman Managing Partner Swindoll, Janzen, Hawk & Loyd, LLC Bradley Burnett Bradley Burnett Tax Seminars, Ltd. Jennifer Burns Chief Auditor AICPA & CIMA Karl Busch Senior Director - Product Management - Dynamic Audit Solution AICPA & CIMA Michael Bush CEO Great Place to Work Anthony Camacho Senior Director of Solution Consultants Pax8 Arianna Campbell Shareholder & Consultant Boomer Consulting Joseramon Carrasco Managing Director Grant Thornton LLP Joseph Carson Chief Security Scientist & Advisory CISO Delinea Stacy Cassio CEO Pink Mentor Network Stephanie Chapman Director, International Services Belfint, Lyons & Shuman, P.A. René Chaze Advisor DACFP- Digital Assets Council of Financial Professionals Danielle Cheek VP Strategy & Industry Relations MindBridge Mike Cheng Partner Frazier & Deeter Sherry Chesser Member Landmark PLC, Certified Public Accountants David Cieslak EVP, Chief Cloud Officer RKL eSolutions, LLC Jana Cinnamon Chief Operating Officer Abdo, Eick & Meyers, LLP Jamie Clarke Extreme Adventurer; Entrepreneur; Performance Coach and Professor of Leadership Susan Coffey Chief Executive Officer - Public Accounting AICPA & CIMA Eric Cohen Managing Director Hiline Erin Collins IRS Jon Contreras Tax Managing Director Deloitte Tax LLP Jeff Cook Managing Principal - SOC Fortreum, LLC Sabrina Cook President Sabrina P. Cook, CPA PLLC Crystal Cooke Director - Diversity & Inclusion Association of International Certified Professional Accountants Richard Corn Sr. Staff Product Manager DivvyPay Susan Cosper Board Member Financial Accounting Standards Board Becca Craig Wealth Advisor Buckingham Strategic Wealth Tony Crescenzi Executive Vice President, Market Strategist PIMCO Chris Cromer Director of Operations CPA.com Gale Crosley President Crosley+Company Chad Davis Co-Founder LiveCA LLP Nicole Davis Founder and Chief Hello Officer Butler-Davis Eliza De Pardo Founder and Director De Pardo Consulting Avani Desai Chief Executive Officer Schellman & Company Jeremy Dillard Technical Standards Partner SingerLewak LLP Bruce Ditman Managing Partner Chief Seconds LLC Fiona Dixon Partner - Business Transformation HLB Mann-Judd Sarah Dobek President and Founder Inovautus Consulting Alex Dorr Vice President Reality-Based Leadership Ashley Doyen CAS Product Account Manager CPA.com Rachel Dresen Senior Director of Congressional & Political Affairs AICPA & CIMA Sean Duncan Founder Chief Proactive Advisors, LLC Robert Durak Director - Audit and Accounting Technical Services AICPA Eric Eager CEO - Co-Founder 4impactdata Dirk Edwards Partner Edwards Bradley PC Scott Ehrlich President Mind the GAAP, LLC Jennifer Elder President, CEO/Owner The Sustainable CFO Mike Ellerhorst CISO and Sr. Practice Director ImagineX Consulting Sarah Elliott Co-founder and Principal Intend2Lead LLC Kimberly Ellison-Taylor CEO KET Solutions LLC Matt Elwell Product Account Manager - Financing Advisory Services CPA.com Troy Emory Owner TD Emory, CPA & Associates Scott Epstein Chief Product Officer Caseware Irene Estrada Managing Director PwC Debra Estrem Managing Director, Private Wealth Tax Controversy Deloitte Tax Ashlea Faulkner Manager HLB Mann-Judd Michael Fawley National Managing Partner - Inspections BDO Lisa Featherngill National Director of Wealth Planning Comerica Bank John Fiebig President ADIGEO Consulting, LLC Christina Figueroa Partner PwC Michael Finke Professor, Frank M. Engle Chair of Economic Security Research The American College of Financial Services Martin Finn Partner Lavelle and Finn, LLP Carl Fiore Managing Director Andersen LLC Joe Fitzgerald SVP, Market Strategy Visual Lease Sarah Flischel Senior Manager GHJ Brent Forbush Partner Forbush and Associates Elizabeth Forspan Partner Forspan Klear LLP Mary Kay Foss CPA Mary Kay Foss CPA Ashley Francis Owner The Francis Group, PLLC Wendy Fraulo Managing Director Abingdon Square Advisors Heidi Freeman Member Simmons Freeman LLC Lindsay Gaal Global Chief People Officer Makosi Guy Gage President PartnersCoach, Inc Elizabeth Gantnier Partner FORVIS Patrick Geddes Chief Tax Economist Aperio/BlackRock Jim Gilbert Managing Principal Jim Gilbert, CPA LLC Paige Goepfert Managing Director Andersen Amber Goering President Goering and Granatino, P.A. Wendy Goffe Partner Stoel Rives LLP Michelle Golden (River) Owner Fore, LLC Ahava Goldman Associate Director AICPA & CIMA Michael Goodman President Wealthstream Advisors, Inc. Lynford Graham Consultant and Educator Lynford Graham CPA Michael Grant Sr. Director Learning Innovation & Assessment AICPA & CIMA Monie Grewal Head of US Solutions Caseware Jake Grimm Director of Technology Summit Virtual CFO by Anders Angie Grissom The Rainmaker Companies Owner, Chief Relationship Officer Thomas Groskopf Technical Director - Center for Plain English Accounting AICPA & CIMA/Barnes, Dennig & Co., Ltd Jody Grunden Partner Anders CPAs + Advisors Joseph Guercio Chief Operating Officer - Retail AssuredPartners Michele Guindon Manager of Sales Engineers Sovos Compliance Caroline Guinipero Director of Product Management, Client Collaboration ShareFile Adam Hale Partner, COO Summit CPA Group: A Division of Anders CPAs + Advisors John Hall President Hall Consulting, Inc. Mark Hammond CFO AssuredPartners Kristen Harcourt Executive Coach, Keynote Speaker and Leadership Trainer Kristen Harcourt Coaching & Leadership Development Dan Harris #1 NEW YORK TIMES BEST-SELLING AUTHOR AND AWARD-WINNING FORMER ABC NEWS ANCHOR Jennifer Harrity-Cantero Director of the Sensiba Center for Sustainability Sensiba San Filippo Wesley Hartman Director of Technology Kirsch Kohn and Bridge Joe Havens Managing Partner Strategic Growth HORNE LLP Orumé Hays Founder & CEO Hays CPA Helen Hecht Uniformity Counsel Multistate Tax Commission Anita Heriot President-Americas The Fine Art Group Chris Hervochon Sole Member Chris Hervochon, CPA, CVA LLC John Higgins Strategic Technology Advisor CPA Crossings, LLC Keila Hill-Trawick Founder & CEO Little Fish Accounting Laura Hinson Managing Director Deloitte Kari Hipsak Senior Manager - Firm Services AICPA & CIMA Tom Hood EVP of Business Engagement & Growth AICPA & CIMA Stephen Horan Executive Director Financial Planning Review Jennifer Horton VP, Internal Audit at Designer Brands Designer Brands Michael Horwitz Executive Director, BDO Alliance USA BDO Christopher Hoyt Professor Univ of Missouri (Kansas City) Law School Jon Hubbard Shareholder and Consultant Boomer Consulting Mo Huda Senior Manager Moss Adams Robert Huebscher Founder Advisor Perspectives Ben Hunter III CISO, Principal - Advisory Services Bernard Robinson & Company John Hurley Owner Money Reflections Jessica Iennarella Deputy Chief Financial Officer State Bar of Arizona Kristy Illuzzi Director, A&A Learning Forvis Lee Irwin Solutions Engineer Vertex, Inc. Maya Ivanova Shareholder Wilson Ivanova Certified Public Accountants, Inc. APAC sripal jain Co-Founder, Managing Director Simandhar Education Jared James Partner Moss Adams Sandy Johns Founder & CPA Revolution Financial Eric Johnson Partner Deloitte Tax, LLP Kacee Johnson Vice President, Strategy & Innovation CPA.com Veronika Johnson Chief Accounting Officer & Controller SEE Randolph Johnston Founder Network Management Group, Inc. Wynde Jones Owner The Jones Agency Brandi Joplin Senior VP and CFO Sam's Club Paul Jordan Senior Director, ADP Data Solutions ADP Donita Joseph Partner Windes, Inc. Shakor Jukes Senior Accountant Amazon Kim Kamin Partner & Chief Wealth Strategist Gresham Partners LLC Audrey Katcher Partner RubinBrown, LLP Andrew Katzenstein Partner Proskauer Rose LLP Beth Kaufman Partner Lowenstein Sandler Brandon Kawal Principal Advisor Growth Strategies LLC Robert Keebler Partner Keebler and Associates, LLP David Kelly Chief Global Strategist and Head of the Global Market Insights Strategy Team J.P Morgan Asset Management Roman Kepczyk Director of Firm Technology Strategy Right Networks WayneScott Kerr Managing Director FORVIS Matthew Kidd President Blunden & Kidd Accounting & Consulting David Kirk National Tax Partner Ernst & Young LLP Ilya Kisel COO Synder Bryan Kissinger SVP, CISO Trace3 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 Kamlesh Korat Managing Partner Logic Pursuits Mark Koziel President and CEO Allinial Global Sharon Kreider Owner KREIDERCPA James Kroeker Vice Chairman Financial Accounting Standards Board (FASB) Sara Krople Partner Crowe LLP Annalee Kruger President Care Right, Inc. Nicole Ksiazek Director, SIAP Strategy and Sales Sage Jeff Kummer Managing Director Deloitte Tax LLP Kenji Kuramoto CEO & Founder Acuity Brian Kush Principal Intend2Lead Pamela Ladd Senior Manager - Public Accounting (Personal Financial Planning) AICPA & CIMA Karen Lake Jeremiah LaRue Product Marketing Manager CPA.com Karly Laughlin Director Belfint, Lyons & Shuman, P.A. David Leary Co-Founder Earmark CPE Erin Leckie Director, Tax Product Management Wolters Kluwer Paul Lee Chief Tax Strategist Northern Trust Company Mark Leister Vice President, Operations Compass EAST Kristine Lemanski CFO AssuredPartners Aerospace Jeffrey Lemmermann Sr. Information Assurance Consultant SynerComm, Inc. Mike Leon SVP and Chief Accounting Officer Jeld-Wen Ryan Leopold Partner, National Banking and Capital Markets Assurance Leader PwC Canada Brent Lessey Tax Partner Anchin Adrienne Lester Chief Vertical Officer ShareFile Jeffrey Levine Lead Financial Planning Nerd Kitces.com Chuck Levun Partner Levun, Goodman & Cohen, LLP Amanda Lilley Consultant Rosenberg Associates April Little Partner, Tax Accounting & Audit Quality; ESG Tax Lead Grant Thornton Elinor Litwack Partner, Outsourced Accounting and Advisory Services GRF CPAs & Advisors Nicole Long Chief Financial Officer Agnes Scott College Sara Lord Chief Auditor RSM US LLP Michael Loritz Shareholder Mayer Hoffman McCann P.C. Cameron Lott Solution Consultant - Financials Workday Brian Lovett Partner Withum Gabrielle Luoma CEO & Co-Founder MOD Ventures Mathieu Lupien President / Co-Founder Simfiny Solutions Inc. Meghaan Lurtz Senior Research Associate Kitces.com Dan Luthi Partner Ignite Spot Accounting Services Steven Lyon Senior Manager, Product Specialists SafeSend Calum Macdonald Mr AICPA & CIMA Jerry Maginnis Consultant and Author Michael Maksymiw, Jr. Executive Director Aprio LLP Jodi Malis Partner Hancock Askew & Co.,LLP Christopher Mamula Financial Planner/Writer/Speaker Abundo Wealth - Planning, Can I Retire Yet? - Blog Maria Manasses Partner - Deputy Chief Auditor Grant Thornton LLP Damien Martin Partner EY Danny Martinez Government and Public Sector Accounting Advisory Lead Cherry Bekaert Joynicole Martinez CEO The Alchemist Agency Shane Mason Co-Founder Brooklyn Fi Carl Mayes Senior Director - Audit and Accounting Quality AICPA & CIMA Joy Mbanugo CFO Service Rocket Carla McCall Managing Partner AAFCPAs Jessica McClain Chief Financial Officer Girl Scouts Nation's Capital Dixie McCurley Partner, Digital Advisory, Client Accounting Services Leader Cherry Bekaert Advisory LLC Patricia McGrenera Senior Manager Deloitte Joe McIlvaine EY David McLaughlin VP of Product VERIFYiQ Paula McMillan Wealth Advisor Stearns Financial Group Lacy McMoarn Partner Dufour Tax Group Jeffrey Mechanick Assistant Director Financial Accounting Standards Board Barry Melancon President and CEO AICPA & CIMA Jamie Mendelsohn Executive Vice President Ashar Group - Life Insurance Valuations & Life Settlements Jon Mendelsohn CEO Ashar Group, Life Settlements & Policy Evaluation Edward Mendlowitz Eneritus Partner WithumSmithBrown PC Kalil Merhib Executive Vice President, Growth & Professional Services CPA.com Robert Merton Nobel Laurate and Professor MIT Sloane School of Management Robert Messer Senior Executive Vice Present, Chief Financial Officer-Chief Risk Officer American National Bank of Texas Jackie Meyer Founder and CEO TaxPlanIQ Andrea Millar Sr. Manager, AICPA PFP Division and Principal, Andrea Millar Life Planning AICPA & CIMA Justin Miller Partner and National Director of Planning Evercore Wealth Management Travis Miskowitz Partner Wiss & Company Renee Moelders Partner ConvergenceCoaching®, LLC Tonya Moffitt Managing Partner Merina+Co David Mohel Principal PricewaterhouseCoopers Tim Montague Director PWC Daniel Moore Owner D.T. Moore & Company Scott Moore Owner & Chief Operating Officer The Rainmaker Companies, LLC Matthew Morey Manager, Regulatory Filings Entergy Services, LLC Frances Morrison Funds Controller HarbourView Equity Partners Helen Munter CEO ADIGEO Consulting, LLC Anirudh Nadkarni Solution Manager - Data Analytics Wipfli LLP Erik Nakamura CFO Orange Comet, Inc. Annette Nellen Professor, MST Program Director San Jose State University Shelby Nelson Partner - SOC National Practice Leader Frazier & Deeter, LLC Angie Ng Chief Data & Analytics Officer, Technology & Operations Bank of Montreal (BMO) Eric Nguyen Sr. Solutions Engineer Workday Logan Nichol Director of Product Management BILL Tony Nitti Partner - National Tax EY Ash Noah VP Managing Director, Learning, Education and Development AICPA & CIMA Joseph Nocera Partner PwC Steve Novak Sr. Director, Accountant Partnerships BILL.com Tim O'Neill Senior Tax Manager Wipfli LLP Megan Odell Workforce Retention Strategist Magnet Culture Blake Oliver CEO Earmark Lisa Ong Executive Coach, Speaker & Inclusion Connector Wishing Out Loud, LLC David Oransky Founding Principal Laminar Wealth Val Orekhov CTO WithumSmith+Brown Chris Ortega CEO Fresh FP&A Vikram Panjwani Partner - Digital Assurance and Transparency PwC Nicholas Panou Partner PricewaterhouseCoopers LLP Anjali Patel ESG Reporting, Senior Manager AICPA & CIMA Byron Patrick VP, Client Success B3 Method Institute Jacqueline Patterson Partner Buchanan & Patterson, LLP Barry Payne Director - External Relations, Management Accounting AICPA & CIMA Kathleen Peddicord Founding Publisher/President Live and Invest Overseas Michael Perlmutter Director Valuation and Litigation Group Cory Perry Partner Grant Thornton Natalie Perry Partner Harrison & Held LLP Keith Peterka Partner Anchin Carl Peterson VP - Small Firm Interests AICPA & CIMA Philippe Petit Sales Director, Structured Settlements MetLife Deanna Pickering Financial Advisor PMCH Wealth Advisors Lisa Piehl - Invited Program Manager, Estate and Gift Tax Policy IRS William Pirolli Past Chair, AICPA and Co Chair of the Association of International Certified Professional Accountants DiSanto Priest & Co. Sridhar Ponnapalli CEO Createch Information Systems Juliette Powell AI Consultant Robert Powell Journalist Retirement Daily on TheStreet William Powers Deputy Director (Retired) PCAOB Renee Prince President Renee Prince, CPA, PC Sean Prince Partner, National Office Crowe LLP Ericka Racca Director, Audit Professional Services CPA.com Peter Racen Partner Moneta Marcey Rader Productivity Speaker RaderCo Chris Ramey Chief Information Security Officer Honeywell Kristen Rampe Managing Partner Rosenberg Associates Okorie Ramsey Vice President of Sarbanes/Oxley (SOX) Kaiser Permanente William Reeb CEO Succession Institute, LLC Michael Reeves Manager RSM US LLP Jennifer Reilly CFO - Technology & Digital Organization Honeywell Michael Renwick Sr. Solutions Consultant Thomson Reuters Charlene Rhinehart Managing Director CEO Unlimited LLC Barbara Richardson CPA SpringWell Financial Solutions Marcus Rien Owner MR Consulting LLC Ross Riskin Chief Learning Officer Investments & Wealth Institute Steven Robertson CFO HDMI Licensing Administrator, Inc. Erin Roche Partner - Tax BPM LLP Kay Rodrigo Director of Finance JLT Trucking Company Inc Melanie Rollo Audit Director Ellsworth & Stout, LLC. Alexandria Romero Director of Finance City of Pueblo Deborah Rood Risk Control Consulting Director CNA Jordon Rosen Director (Retired) BLS CPA Allan Roth Founder WEALTH LOGIC Brandon Roth Senior Product Marketing Manager BILL Kassi Rushing Vice President, Organizational Strategy & Employee Experience Blue Hen Kimberly Russo Partner, Chief Operating Officer Swink Coplen and Company Jarryd Rutter Human Resources Coach Paychex, Inc. Michelle Ryan Partner, Accounting and Advisory Service Line Leader Adams Brown Brooke Salvini Principal Salvini Financial Planning Kenneth Samuelson Executive Editor The Life Product Review William Sanderson Attorney McGuireWoods LLP John Sapp Chief Revenue Officer Drake Software Theodore Sarenski Wealth Adviser Sage View Advisory Group Ruth Schau Sr. Director Pension Solutions Pacific Life Insurance Company Dan Schmidt Head of Partnerships Xledger Jay Schulman Principal RSM US LLP Carl Seidman Principal Seidman Financial Ken Senvisky National Director-Institutional Investments KeyBank Institutional Advisors Rosemary Sereti Managing Director Deloitte Amber Setter Chief Enlightenment Officer Conscious Public Accountants Christopher Shankle Senior Vice President Argent Financial Group, Inc Colette Sharbaugh Vice President, Marketing & Communications CPA.COM Larry Sheftel Chief Human Resources Officer Aprio Martin Shenkman Attorney, CPA Shenkman Law Eileen Sherr Director - AICPA Tax Policy & Advocacy AICPA & CIMA Donny Shimamoto Founder and Managing Director IntrapriseTechKnowlogies LLC Stacy Shrader Senior Product Marketing Manager, Accounting Industry ShareFile Steven Siegel President The Siegel Group Kristen Simmons Member, Attorney Simmons Freeman LLC Kurt Simmons, Jr. Partner Withum Lief Simon CFO Live and Invest Overseas Lisa Simpson VP - Firm Services AICPA & CIMA Jennifer Smith Partner McCollom D'Emilio Smith Uebler LLC Sarah Snell Chief Operating Officer HFA Certified Public Accountants and Advisors Daniel Snyder Director - Personal Financial Planning (PA) AICPA & CIMA Alex Song VP of Finance and Capital Markets Ramp Jason Staats Firm Runner and Content Creator Realize Marc Staut Chief Innovation & Information Officer Boomer Consulting, Inc Val Steed Director Accountants Zoho Corporation Carrie Steffen President/Shareholder The Whetstone Group Kristin Sterling Partner - Climate Change and Sustainability Services EY Stan Sterna Vice President Aon Aaron Stocks CEO PFS Global David Stolz President Stolz and Associates Susan Stutzel Leadership Coach PartnersCoach Dalton Sweaney Partner GSA, llp Derek Tabar Director FORVIS Brian Tankersley Director, Strategic Relationships K2 Enterprises Robert Teis Director of Finance Gun Lake Tribe Vishal Thakkar Director, Alliances CPA.com Gary Thomson Managing Partner Thomson Consulting, LLC Rebecca Tillemans Senior Leadership Coach & Facilitator pLink Leadership Susan Tillery President & CEO Paraklete Financial, Inc. and Financial Planning Advocate, LLC Thomas Tillery Vice President/Chief Compliance Officer Paraklete Financial, Inc.® Frank Tirelli Vincent Tiseo Managing Director Goldman Sachs Atul Tiwari CEO Cult Wines Americas Robert Tobey Partner In Charge of Tax Services Reid Tax and Advisory Services, LLC Tamiko Toland Managing Director, Head of Lifetime Income Strategy & Market Intelligence TIAA Jacquelyn Tracy Partner Mandel & Tracy, LLC Christine Triantos Principal, Business Services & Outsourcing BDO Mike Triantos Head of Partnerships Jirav Kevin Urbatsch Attorney at Law The Urbatsch Law Firm, P.C. Steven Ursillo Partner | National Leader Information Assurance and Cybersecurity Cherry Bekaert LLP Jessica Velazquez Managing Partner INDIVA Advisors LLP Martin Verdick Senior Director RSM US LLP Dustin Verity Managing Partner Verity CPAs Amy Vetter CEO The B3 Method Institute (QuickStart Training) Anthony Vitiello Partner and Chairman, Tax & Estate Planning Group Connell Foley LLP Oscar Vives Wealth Strategist PNC Private Bank Sunil Wahal Professor of Finance Arizona State University / Avantis Investors April Walker Lead Manager, Tax Practice & Ethics - Tax Section AICPA & CIMA Tracey Walker Principal, Chief Culture Diversity and Inclusion Officer RSM US LLP Joseph Walloch OF COUNSEL LEVEL ADVISORS Michael Walther Founder and President Oak Wealth Advisors Carol Warley Partner RSM US LLP Paul Warrick Senior Manager - CITP Credential AICPA & CIMA Garrett Wasny Director Wasny Digital Inc. Sara Watson Director FORVIS Danny Waxenberg SVP, Global Financial Planning & Analysis Unum Kelly Welter Partner Serl Keefer Welter CPAs LLP Peter Wesch Tax Principal/Firm Visionary Smith Marion & Co., Inc. Michael Westervelt Principal - National Assurance, Construction CLA Ranieka Weston Executive Coach pLink Leadership Torpey White Partner - SOC Reporting National Practice Leader Wipfli LLP Paul Whitmore Customer Success Manager, OnPoint CPA.com T.C. Whittaker CEO Audit Sight, Inc. Sandra Wiley President Boomer Consulting, Inc. Amanda Wilkie Consultant Boomer Consulting, Inc. Catherine Williams Head of Practice Management, Vice President Dimensional Greg Williams Editor Wired UK Jimmy Williams President and Founder Compass Capital Management, LLC Kimberly Willoughby Principal Willoughby & Associates Brian Wilson Director - Audit and Attest AICPA & CIMA Jennifer Wilson Co-founder and Partner ConvergenceCoaching®, LLC Lorilyn Wilson CPA Lake Oswego Tax Matt Wilson Partner Wilson Ivanova Certified Public Accountants Kenneth Witt Associate Technical Director, MA R&D AICPA & CIMA Chris Wittich Partner Boyum Barenscheer, PLLP Gary Wood Partner CRC Candace Wright Director Postlethwaite & Netterville Leonard Wright Wealth Management Advisor Northwestern Mutual David Wurtzbacher CEO Ascend Jenifer Wyss Supervising Project Manager and PCC Coordinator Financial Accounting Standards Board Jason Young Controller Cask NX David Zweighaft Managing Partner RSZ Forensic Associates LLC
