Virtual Event

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue May 18 EDT - Wed May 19 EDT (5 months ago)
Location Virtual Event
Region Americas

Accounting and finance is on the cusp of a revolution. Technology – online, in the cloud and even your smartphone – is transforming the way accountants, bookkeepers, CFOs and business owners serve their clients and grow their revenues. Meanwhile, their time has been freed up to add value through advisory services, financial planning and more.

Whether you are an accountant in private practice or a public firm; a finance manager in a small business or a CFO in a large enterprise; or a vendor providing tech and advisory solutions to these communities, this is the must-attend meeting place of the year.

There’s never been a better time for the north american finance and accounting community to come together and learn how to survive and thrive in a time with much uncertainty.

This two-day virtual event will focus on the strategies, technologies and big ideas that are essential for accounting and finance leaders in 2021. We’ll be broadcasting practical and informative presentations, demos of leading tech solutions, and live and interactive panel sessions from leading experts, running alongside live virtual networking.


2021 Speakers

Ovsep Akopchikyanlaw
Tax Manager - Multistate Tax Services, Deloitte Tax L.L.P.

Aayam Ankan
Head of North American Territory, Tally Solutions Pvt Ltd

Ranica Arrowsmith
Technology Editor, Accounting Today

Robert Barnett
Tax Partner, Capell Barnett Matalon and Schoenfeld

James Bartek
Partner, Withum Smith Brown

Mark R. Basile, Esq.
Law Professor - Touro Law Center & Owner, The Basile Law Firm P.C.

Hana Boruchov
Founding Partner, Boruchov, Gabovich & Associates, P.C.

Jim Bourke
Partner, Certified Public Accountant, WithumSmith+Brown

Ken Bugayong
Treasurer, Minds Matter Seattle

Lisa Campbell, Cpb, Cpfp
CEO Profit First Professionals Canada, Accelerate 2 Advisor, The Marcam Group

Bill Carlino
Managing Director, Transition Advisors

Ramona Cedeno
Founder And Chief Executive Officer, FiBrick

Joey Chancis
Executive Restructuring Advisor, The Basile Law Firm P.C.

Sarah Cirelli
Chief Marketing Officer, Grassi

Gale Crosley
President, Crosley

Bruce Ditman
Chief Marketing Officer, Marcum LLP

Daniel Dustin
VP State Board Relations, NASBA

Mark Eckerle
Manager, Withum

Sarah Elliott
Principal And Co-Founder, Intend2Lead

Jennifer Farrington
Founder & CEO, YourMarketer LLC

Christine Fenske
Managing Partner - New York Metro, Baker tilly

Joe Fitzgerald
SVP, Lease Market Strategy, Visual Lease

Larry Furr
Chief Product Officer, Canopy Tax

Leo Gabovich
Founding Partner, Boruchov, Gabovich & Associates, P.C.

Marina Gentile
Lead, Global Transfer Pricing, WithumSmith+Brown

Sevan Gorginian
Bankruptcy Attorney And Adjunct Professor Of Law, Law Office of Sevan Gorginian

Darryl Grant
SVP, Capital Markets, Toppan Merrill

Jody Grunden
Co-Founder And Chief Executive Officer, Summit CPA Group

Atin Gupta
CEO, Countable Inc.

Brenda Hamilton
Founder, Hamilton & Associates

Andrew Hatfield
Co-founder and Chief Growth Officer, SafeSend

Ty Hendrickson
Founder, The Sales Seed

Will Hill
Product Manager, Thomson Reuters

Daniel Hood
Editor-In-Chief, Accounting Today

Aftab Jamil
Partner, BDO

Craig Jeffery
Managing Partner, Strategic Treasurer

Edward Jennings
Producer, Terrapinn Ltd

Joshua Jenson
Founder, CPA Firm

Randy Johnston
Exec VP, K2 Enterprises

Adam Klein
Director, Strategic Partnerships, Aprio

Ed Kless
Senior Director, Sage

Stephanie Koutsares
Sr. Manager, Baker Tilly

Ravi Kumar
Partner, Technical Accounting and IPO Services, Connor Group

David Leary
Director, Accounting & Bookkeeping Evangelism, Melio Payments

Nancy Leibig
Director, Brand And Marketing Strategy, Crowe

Eric Majchrzak
Shareholder - Chief Strategy Officer, Beach Fleischman Pc

Gregory Matalon
Partner, Capell Barnett Matalon and Schoenfeld

Carl Mayes
Associate Director of CPA Quality and Evolution, AICPA

Jacob Meyer
Business Development, The Tax Book

Mike Michalowicz
Founder, Profit First Professional

Connie Miner
VP, Asst. Treasurer, News Corp

Lynn Mucenski-Kesk
Tax Partner and Tax Innovation Director, Bonadio Group

Ean Murphy
Owner, Moxie Bookkeeping

Dennis Najjar

Shannon Nash
Chief Financial Officer, Reputation

Jay Nisberg
President, Jay Nisberg Associates

Dan North
Chief Economist, Euler Hermes

Janel O'Connor
Partner and Chief Human Resources Officer, Sikich

Hannah Orowitz
Sr Managing Director, Corporate Governance, Georgeson LLC

Jeff Paile
Partner, Tax Exempt Services Team, Bonadio Group

Brad Paladini
Tax Attorney, Paladini Law

Michael Palmer
Host, The Successful Bookkeeper Podcast

Robert Patin
Managing Partner, Patin & Associates

Tom Port
Vice President of Sales, AutoEntry

Phil Quimby
Product Marketing Manager - Client Advisory Services,

Jeremias Ramos
Tax Manager, Withum

Emily Reagan
Founder, Hire a Unicorn

Roderick Robeson
Managing Member, Roderick Robeson CPA LLC

Jason Rosenberg
Sr. Manager - State and Local Tax, Withum Smith Brown

Kelly Schuknecht
Director of Marketing, Summit CPA Group

Erika Segal
Associate Brand Manager, CPA Charge

Serena Shoup
Founder & CEO, Of Course Bookkeeping

Chaya Siegfried
Lead International Business Tax Services, WithumSmith+Brown

Anne Simpson
Managing Investment Director, Board Governance & Sustainability, California Public Employees Retirement System

Ryan Spohn
Chief Financial Officer, Sikich

Sean Stein Smith
Professor, Lehman College

Tricia Taitt
Outsourced Chief Financial Officer, The Art of Money Matters

Emily Thiessen
Founder, Competitive Edge Solutions

Ivan Troufanov
VP & Treasurer, Celonis

Terrell Turner
Founder, TLTurner Group

Steven Ursillo Jr.
Partner, Risk & Accounting Advisory Services, Cherry Bekaert

Marc Valerio
Partner, Commercial Audit Division, Financial Institutions Team, Bonadio Group

Greet van der Steen
Managing Director, Global Liquidity Solutions, Bank Mendes Gans

Cory Weinberg
Reporter, The Information

Jeffrey Weiner
Chairman And Chief Executive Officer, Marcum

Sandra Wiley
President and Shareholder, Boomer Consulting

Kevin Williams
VP of Finance, Aprio

Sponsors & Partners

2021 Sponsors and Partners

• SafeSend
• Sage North America

• AutoEntry
• Melio
• Thomson Reuters Div. of Tax and Accounting

• SAP Concur
• Itilite
• The Tax Book
• Tally
• CoinTracker
• CPA Charge
• Countable
• Visual Lease

• Canopay
• DrakeSoftware

• Small Business Today
• Business Today Coaching and Connections