Our Speakers

Andrea Millar

Founder
Andrea Millar Life Planning

Justin Miller

Partner and National Director of Wealth Planning
Evercore Wealth Management

Renee Moelders

Partner
ConvergenceCoaching®, LLC

David Mohel

Principal
PricewaterhouseCoopers

Daniel Moore

Owner
D.T. Moore & Company

Patrick Morin

Principal - Information Systems and Risk Assurance
Baker Newman & Noyes

Gerard Morisseau

Tova Morrison

Funds Controller
HarbourView Equity Partners

Arlene Moss

Executive Business Coach
XYPN

Daniel Murphy

Managing Director
Goldman Sachs

Anirudh Nadkarni

Senior Manager - Analytics
Wipfli LLP

Annette Nellen

Professor, MST Program Director
San Jose State University

Angie Ng

Chief Data & Analytics Officer, Technology & Operations
Bank of Montreal (BMO)

Zunie Nguyen

Founder & CEO
Yogi CPA

Tony Nitti

Partner - National Tax
EY

Ash Noah

VP Managing Director, Learning, Education and Development
AICPA & CIMA

Mariano Novoa

Associate Director of AI and Automation
alliantgroup

Daniel O'Connor

Managing Director
KPMG

Michael O'Shea

Vice President
Origin Investments

David Oransky

Founding Principal
Laminar Wealth

Chris Ortega

CEO
Fresh FP&A

Chad Osgood

CEO
Digilence

Jody Padar

The Radical CPA

Nicholas Panou

Partner
PricewaterhouseCoopers LLP

Chris Parks

Director, Channel Marketing
Paychex

Eric Pascarella

Financial Advisor • Investment Advisor Representative
Nicholas Pascarella & Co.

Robert Pate

Corporate Vice President
New York Life Insurance Company

Katie Patel

US Diversity Talent Acquisition Leader
PwC

Neha Patel

Partner in charge
Weaver & Tidwell LLP

Byron Patrick

VP, Client Success
B3 Method Institute

Beth Paul

Partner
PricewaterhouseCoopers LLP

Amy Pawlicki

VP - Assurance and Advisory Innovation
AICPA & CIMA

Barry Payne

Director - External Relations, Management Accounting
AICPA & CIMA

Mathieu Pellerin

Senior Researcher and Vice President
Dimensional Fund Advisors

Cory Perry

Partner
Grant Thornton

Natalie Perry

Partner
Harrison LLP

Paul Perry

Member | Security, Risk and Controls Practice Area Leader
Warren Averett LLC

Keith Peterka

Partner
Anchin

Carl Peterson

VP - Small Firm Interests
AICPA & CIMA

Philippe Petit

Sales Director, Structured Settlements
MetLife

Stephanie Pickering

Partner
MHP, LLP

Lisa Piehl - Invited

Program Manager, Estate and Gift Tax Policy
IRS

William Pirolli

Executive Vice President of Firm Services
Succession Institute, LLC

Kane Polakoff

Principal, Client Advisory Services Practice Leader
CohnReznick

Lawrence Pon

CPA/PFS, CFP, EA, USTCP, AEP
Pon & Associates

John Porter

Partner
Baker Botts LLP

Sean Prince

Partner, National Office
Crowe LLP

Lu Qin

Data Scientist
Dynimos

Ericka Racca

Director, Audit Professional Services
CPA.com

Val Rainey

Private Equity Executive
Private Equity

Okorie Ramsey

Chair
AICPA & CIMA

William Reeb

CEO
Succession Institute, LLC