AICPA & CIMA Engage 2023 | American Institute of Certified Public Accountants (AICPA) | 5 June 2023 | ARIA Resort & Casino, 3730 S Las Vegas Blvd, Las Vegas, NV 89158, USA

The pace of change accelerated significantly in the last few years and it isn’t slowing down. Depending on your mindset, skill set and resources, this can either be a challenge or an opportunity.

No other event comes close to our breadth or depth of specialized content or our exhibit hall filled with relevant tools and resources. You’ll gain exclusive insights, develop practical skills, and network with your unique professional community over 4 energizing days.

With multiple tracks designed to empower you with innovative strategies and best practice solutions, there no better event for you to enhance your skills.

2023 Speakers

Michael Bush
CEO, Great Places to Work

Dan Harris
Author and Former ABC News Anchor

Barry Melancon
President and CEO, AICPA

Erik Asgeirsson
President & CEO, CPA.com

Susan Coffey
CEO - Public Accounting, AICPA & CIMA

Okorie Ramsey
Incoming Chair, AICPA and AICPA & CIMA

SPEAKERS:

Ashiq Ahamed
Managing Partner, SolvedAF Consulting Inc.

Lauren Aldrich
Senior Controller, JMP Statistical Discovery LLC

Michael 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

Matt Bagley
Verizon

Byron Bailey
Partner, Captive & Alternative Risk Insurance Sub-Line Leader, Carr, Riggs & Ingram CPAs and Advisors

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

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

Michael Bernard
V.P. Tax Content & Chief Tax Officer, Vertex

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

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

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, Association of International Certified Professional Accountants

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.

Catherine Bruder
President, Catherine Bruder Consulting

Ellen Bruno
President, Compliance Advisor Professionals,LLC

Chet Buchman
Managing Partner, Swindoll, Janzen, Hawk & Loyd, LLC

Bradley Burnett

Jennifer Burns
Chief Auditor, AICPA

Karl Busch
Senior Director - Product Management - Dynamic Audit Solution, AICPA

Michael Bush
CEO, Great Places to Work

Anthony Camacho
Senior Director of Solution Consultants, Pax8

Arianna Campbell
Shareholder & Consultant, Boomer Consulting

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, Association of International Certified Professional Accountants

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

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

Jeremiah Doyle
SVP/Family Wealth Strategist, BNY Mellon Wealth Management

Rachel Dresen
Senior Director of Congressional & Political Affairs, AICPA & CIMA

Sean Duncan
Founder, Chief Proactive Advisors, LLC

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

Matthew Elwell
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

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

Heidi Freeman
Member, Simmons Freeman LLC

David Frisch
President, Frisch Financial Group, Inc.

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

Michael Goodman
President, Wealthstream Advisors, Inc.

Lynford Graham
Consultant and Educator, Lynford Graham CPA

Michael Grant
Sr. Director Learning Innovation & Assessment, AICPA

Jake Grimm
Director of Technology, Summit CPA Group

Angie Grissom
The Rainmaker Companies, Owner, Chief Relationship Officer

Thomas Groskopf
Technical Director - Center for Plain English Accounting, AICPA/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, Association of International Certified Professional Accountants

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
Controller, State Bar of Arizona

Kristy Illuzzi
Director, A&A Learning, Forvis

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
Vice President - Global Business Services, 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

Donita Joseph
Partner, Windes, Inc.

Shakor Jukes
Senior Accountant, Amazon

Lori Kaczynski
VP, Internal Audit and Chief Audit Executive, Graphic Packaging International

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

Bryan Kissinger
SVP, CISO, Trace3

Mark Klein
Partner/Chairman, Hodgson Russ LLP

Ed Kless
Senior Director of Partner Development and Strategy, Sage

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

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.

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

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

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

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

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

Dr. 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

Andrea Millar
Founder, Andrea Millar Life Planning

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)

Logan Nichol
Director of Product Management, Bill

Tony Nitti
Partner - National Tax, EY

Ash Noah
VP Managing Director, Learning, Education and Development, AICPA

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

Steve Parrish
Co-Director of the Retirement Income Center, and Adjunct Professor of Advanced Planning, The American College of Financial Services

Byron Patrick
VP, Client Success, B3 Method Institute

Jacqueline Patterson
Partner, Buchanan & Patterson, LLP

Barry Payne
Director - External Relations, Management Accounting, Association of International Certified Professional Accountants

Kathleen Peddicord
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

Deanna Pickering
Financial Advisor, PMCH Wealth Advisors

Lisa Piehl - Invited
Program Manager, Estate and Gift Tax Policy, IRS

Jeff Pierce
Partner / Director of Strategic Relationships, Creative Planning

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

Robert Pope
Vice President Business Applications, Pax8

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

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

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

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
Live and Invest Overseas

Lisa Simpson
VP - Firm Services, AICPA

David Sites
International Tax Partner, Grant Thornton

Sarah Snell
Chief Operating Officer, HFA Certified Public Accountants and Advisors

Daniel Snyder
Director - Personal Financial Planning (PA), Association of International Certified Professional Accountants

Scott Sprinkle
Managing Member, Sprinkle & Associates LLC

Jason Staats
Firm Runner & 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

Vishal Thakkar
Director, Alliances, CPA.com

Gary Thomson
Managing Partner, Thomson Consulting, LLC

Sandi Thorman
Partner, GreerWalker LLP

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.®

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

Tracey Walker
Principal, National Leader of Culture, Diversity and Inclusion, 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

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

Sandra Wiley
President, Boomer Consulting, Inc.

Amanda Wilkie
Consultant, Boomer Consulting, Inc.

Catherine Williams
Head of Practice Management, Vice President, Dimensional

Jimmy Williams
President and Founder, Compass Capital Management, LLC

Kimberly Willoughby
Principal, Willoughby & Associates

Brian Wilson
Director - Audit and Attest, AICPA

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, Association of International Certified Professional Accountants

Chris Wittich
Partner, Boyum Barenscheer, PLLP

Gary Wood
Partner, CRC

Robert Worthington
Managing Director and Head of Independent Wealth Solutions, iCapital

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