AICPA Engage Conference - Advanced Estate Planning Conference 2018 | American Institute of Certified Public Accountants (AICPA) | 11 June 2018 | MGM Grand, 3799 S Las Vegas Blvd, Las Vegas, NV 89109, USA

The AICPA Engage Conference, organized by the AICPA will cover areas like advanced personal financial planning, advanced estate planning, conference on tax strategies for the high-income individual and make new connections across an amazing range of accounting and financial specialties and many more.

The AICPA in partnership with CPA Firm Management Association and a committee of thought leaders from the profession plan a robust agenda set to ENGAGE your technical knowledge, refine business strategies, implement new techniques and bring the greatest value to your clients.

Advanced Estate Planning Conference. Grow from expert to authority.
With tried-and-true wisdom and innovative strategies attuned to the market’s flux, you’ll have the tools you need to build a winning combination for generations of success. You’ll get up to speed on the most current aspects of estate, gift and inheritance planning. Respected experts will share updates from the Hill, with advanced technical training, interactive sessions, case studies and more.
Don't miss this advanced-level opportunity to discover sophisticated insights into estate planning's newest challenges, and gain the resources to effectively construct your clients' estate plans.

Who will be there?
• Professionals with a fundamental knowledge of estate planning
• CPAs
• Financial planners
• Attorneys
• Insurance agents
• Tax advisers

2018 Speakers

Mitch Anthony
President, Advisor Insights, Inc.

Jim Bourke
Partner, Withumsmith+brown

Karen Brosi
Owner, Karen Brosi, Ea, Cfp, Llc

Sarah Elliott
Principal And Co-founder, Intend2lead, Llc

Tom Hood
Ceo, Macpa

Robert Keebler
Partner, Keebler And Associates, Llp

Michael Kitces
Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group

Allan Koltin
Ceo, Koltin Consulting Group

Sharon Kreider
Owner, Kreidercpa

Bernard Krooks
Founding Partner, Littman Krooks, Llp

Wade Pfau
Professor Of Retirement Income, The American College

Bill Reeb
Ceo, Succession Institute, Llc

Joseph Rugger
Director of Accounting, Jonesboro Prosthetic & Orthotic Lab

Steve Siegel
President, The Siegel Group

Joel Sinkin
President, Transition Advisors, LLC

Ed Slott
Partner, ED Slott & Company

Lindsay Stevenson
Vice President - Finance & Tax, 1st Financial Bank USA

Alison Vanotterloo
Vice President, Internal Audit, Pharmacists Mutual Insurance Company

Vivek Wadhwa

Sandra Wiley
President, Boomer Consulting, Inc.

Jennifer Wilson
Co-founder and Partner, Convergencecoaching, Llc

All Speakers:

Randy Abeles
Partner, RSM

Eddie Adkins
Partner, Grant Thornton Llp

Marve-ann Alaimo
Partner, Porter Wright Morris & Arthur Llp

Gary Allen
Principal, Prudent Investor Advisors

Susan Allen
Senior Manager, Aicpa Tax Division, Association of International Certified Professional Accountants

Brandon Allfrey
Partner, Squire & Company P.C.

Alan Anderson
President, Account-ability Plus

Mitch Anthony
President, Advisor Insights, Inc.

Erik Asgeirsson
President & CEO, CPA.com

Mark Astrinos
Principal & Founder, Libra Wealth

Jerald August
Partner, Kostelanetz & Fink, LLP

Marshall Aulick

Mike Austin
Senior Technical Manager, Association of International Certified Professional Accountants

Thomas Austin
Consultant

John Barnes
Vice President - Platform Strategy, Wolters Kluwer

Patrick Baron
CEO, Ambisafe Financial

Ted Batson
Partner/Tax Counsel, Capincrouse LLP

David Bean
Director Of Research And Technical Activities, Governmental Accounting Standards Board

Kristen Beck Sullivan
Partner, Deloitte & Touche LLP

Scott Bender
Director Of Automation & Technology, Flint Hills Resources

Lyle Benson
President, L.k. Benson & Company

Sharon Berman
Principal, Rehmann

Neerja Bhatia
Founder, Art of Resilience

Robert Biddle
Principal, Bowman & Company LLP

Stephen Bigge
Partner, Keebler & Associates, LLP

Jordan Birnbaum
ADP

Clark Blackman
President/CEO, Alpha Wealth Strategies, LLC

David Blanchett
Head of Retirement Research, Morningstar Investment Management, LLC

Jonathan Blattmachr
Partner, Pioneer Wealth Partners

Bryan Bodner
Partner, BKD, LLP

Jim Boomer
CEO, Boomer Consulting, Inc.

L. Gary Boomer
Visionary & Strategist, Boomer Consulting, Inc.

Brian Boswell
President, Founder, 529 Expert, Llc

Jean-luc Bourdon
Principal, Brightpath Wealth Planning, Llc

Jim Bourke
Partner, Withumsmith+brown

Jim Brackens
Vice President - Ethics & Practice Quality, Association of International Certified Professional Accountants

Megan Brackney
Partner, Kostelanetz & Fink, LLP

Dwayne Bragonier
Founder, Bai Bragonier & Associates Inc.

Mike Brand
CPA - Partner, Johnson, Feigley, Newton & Brand, LLP

Dave Briggs

Thomas Broderick
Managing Principal, Broderick, Phillippi, Wright & Card, LLC

Mark Brooks

Karen Brosi
Owner, Karen Brosi, EA, CFP, LLC

Jeannine Brown
Ceo, Coach & Speaker, Everyday Lead

Steven Brown
Partner & Chairman Of Tax Services Group, Rubinbrown LLP

Joel Bruckenstein
President, Technology Tools For Today (T3)

Catherine Bruder
Shareholder, Catherine Bruder Consulting

Benjamin Brunette
Attorney, Selinger & Brunette, LLC

Ellen Bruno
President, Compliance Advisor Professionals, LLC

Susan Bruno
Managing Director, Capital Wealth Advisors

Brady Bryan
CEO, Brayn Consulting, LLC

Kimberly Buckner
Technology Risk Control Consultant, CNA

Louie Calvin
Sr. Product Manager, Payroll, Thomson Reuters

Arianna Campbell
Consultant, Boomer Consulting, Inc.

Christopher Campbell
Principal, Deloitte

Robert Caplan
Partner, Caplan & Wong Cpas, LLP

Cade Carter
Director Of Sales, Canopy Tax

Brad Caruso
Partner, Withumsmith+brown

Michael Cheng
Pcc Coordinator, Fasb

John Chisholm
Partner And CEO, Sb Partners LLP

David Cieslak
Principal, Arxis Technology, Inc.

Colin Clark
Retirement Plan Specialist, Washington Financial Group

Ernest Clark
Relationship Director, Bam Alliance

Cathy Clarke
Chief Assurance Officer, Cliftonlarsonallen, LLP

Patti Clement
Senior Vice President , Hub International

Sue Coffey
Executive Vice President - Public Practice, Association Of International Certified Professional Accountants

Alexandra Connell
CEO, Pluma

John Connors
President, Tax Educators' Network, Inc.

Maria Contreras-sweet
President, Contreras-sweet Enterprises (Former Administrator Of The Small Business Administration)

Amy Cooper
Instructor, University Of Alaska Fairbanks

Jessica Cormier
Principal, Cormier Consulting

Chris Cromer
Director Of Operations, CPA.com

Caitlin Crommett
Founder, President, Dreamcatchers Foundation

Kevin Cumley
Director, Accountants Program, Sage Intacct

Lindsey Curley
Senior Manager, Firm Services - Public Accounting, Association of International Certified Professional Accountants

Timothy Curt
Managing Director, Warburg Pincus LLC

James Dalkin
Director, Financial Management And Assurance Team, GAO

Greg Davis

Emily Dear
Co-founder, Regrouptax

Evan Deford
Customer Experience Director, Inflo

Ted Denbow
VP of Sales, Rightcapital

John Derose
Executive Director, Ey

Jason Deshayes
Senior Manager, Firm Services, Association Of International Certified Professional Accountants

Jeremy Dillard
Partner, Singerlewak, LLP

Sarah Dobek
President And Founder, Inovautus Consulting

James Dowd
CEO, North Capital

Jeremiah Doyle
Senior Vice President, Bny Mellon Wealth Management

Robert Durak
Director, Association of International Certified Professional Accountants

Brian Edelman
CEO, FCI

Mark Edmondson
President & CEO, Inflo

Scott Ehrlich
President, Mind The Gaap, LLC

Yasmine El-ramly
Senior Technical Manager, Association of International Certified Professional Accountants

Michael Elliott
Principal, Dittrick CPA

Sarah Elliott
Principal And Co-founder, Intend2lead, LLC

Don Emery
Director Of Client Solutions, Doc.IT

Ken Evans
COO, Moss Adams Wealth Advisors

Jim Fahey
Chief Learning Officer, HBK CPAs & Consultants

Kim Fantaci
President, CPA Firm Management Association

Dennis Faurote
President, The Faurote Group

Lisa R. Featherngill
Managing Director - Wealth Planning, Abbot Downing

Pablo Federico
Family Office And Hnw Services, Bill.com

Fred Fernatt
President, Creative Transition Strategies

Robert Ferrini
Cyber Liability Program Manager, Mcgowanpro

Bob Fink
Partner, Honkamp Krueger & CO

Martin Finn
Founding Partner, Lavelle & Finn, LLP

Marianne Fisher
Manager, Product Sales, Vertex, CPA.com

Mike Fleming
Principal, Rehmann Robson, LLC

Amy Flourry
Director Of Operations, Rehmann Financial

Elaine Floyd
Director Of Retirement And Life Planning, Horsesmouth

Brent Forbush
Partner, Forbush and Associates

George Forsythe
Managing Partner, Wellscoleman

Mary Kay Foss
Owner, Mary Kay Foss CPA

Andy Fotopulos
President, Starkweather & Shepley Insurance Corp. of MA

Brian Fox
President, Confirmation.com

Deborah Fox
Ceo & Founder, Fox Financial Planning Network

Rich Fox
Vp Data Science & Analytics, Apex Parks Group

Heidi Freeman
Member, Oshins & Associates, Llc

David Frisch
President, Frisch Financial Group, Inc.

Guy Gage
Owner, Partners Coach

Ron Galloway
President, 818 Research, Inc.

Duncan Gates
Wealth Management Strategist, HD Vest Financial Services

David Gergen

Kevin Gienger
Managing Partner, Boldt Carlisle + Smith

Michael Gilfix
Managing Partner, Gilfix and La Poll Associates, LLP

Steve Glover
Associate Dean, Brigham Young University

Timothy Glover
CEO & President, Light-core

Mike Glynn
Senior Manager - Audit & Attest Stds, Association Of International Certified Professional Accountants

Ahava Goldman
Associate Director, Association Of International Certified Professional Accountants

Michael Goodman
President, Wealthstream Advisors, Inc.

Ellen Goria
Associate Director, Association Of International Certified Professional Accountants

John Grable
Professor, University Of Georgia

Sherrie Grabot
Founder & CEO, Guidedchoice

Lynford Graham
Visiting Professor, Bentley University

Adam Grant

Eric Green
Partner, Green & Sklarz, LLC

Rachel Gregg
Co-founder, Regrouptax

Louis Griego
Senior Manager, Sandia National Labs

Dan Griffiths
Partner - Strategy & Leadership, Tanner, LLC

Jim Grimaldi
Citrin Cooperman & Co.,LLP

Tom Groskopf
Director, CPEA/barnes, Dennig & Co., Ltd

Harry Gutman
Of Counsel, Ivins, Phillips & Barker, Chartered

Shelly Guzzetta
Manager, Firm Services - Public Accounting, Association Of International Certified Professional Accountants

Eric Hansen
Chair, American Institute of Cpas; Chief Operation Officer, BKD

Kate Healy
Managing Director, Generation Next, TD Ameritrade Institutional

Mathew Heggem
CEO, Sum Innovation

Stephanie Heilborn
Partner, Proskauer Rose LLP

Jane Herringer
Partner, National Assurance, BDO

Eric Hespenheide
Chairman, Global Reporting Initiative

Mark Higgins
President, Higgins, Marcus & Lovett, Inc.

Deann Hill
Owner, Deann Auman Hill, CPA

Mark Hinely
Regulatory Compliance Specialist, Kirkpatrickprice

Kari Hipsak
Manager - Firm Services, Association of International Certified Professional Accountants

Rachel Hirschfield

Bryan Hoffman
Head Of Strategic Asset Allocation, SEI

Tom Hood
CEO, Macpa

Jamie Patrick Hopkins
Professor, The American College

Stephen M. Horan
Managing Director, Credentialing, CFA Institute

Dustin Hostetler
Chief Innovation Officer, Boomer Consuling, Inc.

Laura Howell-smith
Managing Director, Deloitte Tax LLP

Christopher Hoyt
Professor, Univ Of Missouri (Kansas City) Law School

Amy Hubble
Principal, Radix Financial

Robert Huebscher
CEO, Advisor Perspectives, Inc.

Kevin Hughes
EVP, Sales, Moneyguidepro®, Created By Pietech

Anthony Hunt
Product Specialist - Qbo + Pto, Intuit

Kristy Illuzzi
Senior Technical Manager, Staff Liaison To The Technical Issues Committee, Association Of International Certified Professional Accountants

Holly Isdale
Founder, Wealthaven

Mark Iwry
Nonresident Senior Fellow, The Brookings Institution

Robert Izsak
Transformation Manager, Izsak Consulting

Matthew Jackson
Director, Simon-kucher & Partners

Ed Jacobson
President, Eaj Associates

Benetta Jenson
Managing Director, Wealth Advisor, J.P. Morgan Private Bank

Eric L. Johnson
Partner, Deloitte Tax, LLP

Eric Johnson
Partner, Rubinbrown LLP

Jane Johnson
Cpafma Chair, Principal/firm Administrator, Grimbleby Coleman Cpa's, Inc.

Megan Johnson
Association Of International Certified Professional Accountants

Randy Johnston
CEO/EXEC. VP, Nmgi/k2 Enterprises

Amy Jones
Founder And Principal, Guardian Performance Solutions, LLC

Donita Joseph
Partner, Windes, Inc.

Mary Josephs
Founder And CEO, Verit Advisors

Sarah Kahl
Counsel, Venable, LLP

Bridget Kaigler
Founder/president, Bringing Leadership Back, LLC

Andrew Katzenstein
Partner, Proskauer Rose, LLP

Robert Keebler
Partner, Keebler And Associates, LLP

Glen Keenan
President & COO, Xcm Solutions

Elizabeth Keller
Engagement Director, Clifton Larson Allen

David Kelly
Chief Global Strategist And Head Of The Global Market Insights Strategy Team, J.P Morgan Asset Management

Roman Kepczyk
Director Of Consulting, Xcentric, LLC

Karen Kerber
Partner, Kerberrose SC

Sidney Kess
Senior Consultant, Citrin Cooperman

Daniel Kessler

Brian King
Officer - Other Non-financial, Plancorp

Michael Kitces
Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group

Mark Klein
Esquire, Hodgson Russ, LLP

Sharon Klein
President, Tri State Region, Wilmington Trust

Ed Kless
Consultant, Sage

Tim Kohn
Head Of Defined Contribution, Dimensional

Allan Koltin
CEO, Koltin Consulting Group

Christopher Kowal
Principal, Homrich Berg

Mark Koziel
Executive Vice President – Public Accounting, Association Of International Certified Professional Accountants

Chris Kradjan
Partner, Moss Adams

Sharon Kreider
Owner, Kreider CPA

William Kriesel
Partner, Bowers And Company, CPAs, PLLC

Sanjeev Kriplani
SVP of Marketing and Product, Bill.com

James Kroeker
Vice Chairman, Financial Accounting Standards Board (Fasb)

Bernard Krooks
Founding Partner, Littman Krooks, LLP

Sumita Kumar
Cpa.com

Brian Kush
Principal, Intend2lead

Julie Kwon
Partner, Mcdermott Will & Emery, LLP

Anne-marie Laderoute
Principal, Partner Programs And Specialty Area Credentials, CPA Canada

Charles Landes
VP - Professional Standards & Services, Association of International Certified Professional Accountants

Benjamin Lanning

Marilee Lau
Erisa A&a Consultant, Marilee Lau

Ronda Lawson
Firm Administrator, Bregante + Company, LLP

Paul Lee

Dennis Leonard
Partner, Ramsbacher Prokey Leonard LLP

Barbara Lewis
Audit Director, Shareholder, Atkinson & Co.

Lori Liddell
Senior Manager, Horne, LLP

Chris Livingston
Director of Operations, Vertex Inc

Vince Lorusso
Founder and CED, Trueup Co.

Gabrielle Luoma
CEO, Founder, GMLCPA

Linda Mack
Founder And President, Mack International, LLC

Barbara Mackintosh
Executive Director, Talentquest

Russ Madray
Scholar-in-residence, Elliott Davis

Mike Maksymiw Jr.
Principal, Filomeno & Company, P.C.

Samantha Mansfield
Director, Professional Development & Community, CPA.com

Michael Mariano
Principal And Chief Operating Officer., Leaf, Miele, Manganelli, Fortunato & Engel, LLC

Liz Mason
Xero

Mark Mayberry
Director, Assurance Office of Tomorrow, BDO USA, LLP

Carl Mayes Jr.
Senior Technical Manager, Association Of International Certified Professional Accountants

Gary Mcbride
Principal, Summitt Accountancy Group Inc.

Courtney Mccandless
Associate, Oshins & Associates, Llc

Carolyn Mcclanahan
Founder, Life Planning Partners, Inc.

Jeff Mechanick
Assistant Director, Financial Accounting Standards Board

Barry Melancon
President & CEO, Association Of International Certified Professional Accountants

Jamie Mendelsohn
Executive Vice President, Ashar Group

Jason Mendelsohn
President, Ashar Group

Jon Mendelsohn
CEO, Ashar Group, Life Settlements & Policy Valuations

Kalil Merhib
Director of Sales, CPA.com

William Meyer
CEO, Social Security Solutions

Wesley Middleton
Managing Partner, Middletonraines + Zapata, LLP

David Miklas
Owner, Law Office Of David Miklas, P.A.

David Mills
It Audit & Assurance Partner, Carr Riggs & Ingram, LLC

Lauren Minch
Director of Institutional Development, Wiley

Marc Minker
Managing Director, Cbiz Mhm, LLC

Cheryl Mobley
CEO, Recalibrate

Renee Moelders
Consultant, Convergencecoaching LLC

Carolyn Mollen
Chief Financial Officer, Independent Sector

Harold Monk

Dan Moore
Sole Practitioner, D.t. Moore & Company, LLC

Steven Morrison
Principal, MBAF

Chris Morrow
Cio & Member, Warren Averett

Eric Naison-phillips
Principal, Winged Keel Group

Mark Nash
Tax Partner, Pwc

Kim Natovitz
Associate, Tribridge Partners, LLC

Annette Nellen
Professor, San Jose State University

Darren Neuschwander
Managing Member, Green, Neuschwander & Manning, LLC

Angela Newell
National Assurance Partner, BDO USA LLP

Anthony Nitti
Partner, Withumsmith+brown

Brian O'sullivan
Controls Engineer, Solara Automation / Terrorbytes Robotics

Shannon O'toole
Chief Talent Officer, Buckingham Strategic Wealth

Remi Omisore
Manager, Cliftonlarsonallen LLP

David Oransky
Principal, Laminar Wealth, LLC

Richard Oshins
Partner, Oshins & Assoc., LLC

Steven Oshins
Attorney, Oshins & Associates, LLC

Jody Padar
CEO and Principal , New Vision CPA Group

Tim Parker
Abacus Next

Tom Parry
Partner, Navolio & Tallman LLP

Alpa Patel
Partner, DHG

Byron Patrick
Managing Director, Network Alliance, Inc

Jacqueline Patterson
Partner, Buchanan & Patterson, LLP

Keith Peterka
Partner, Citrin Cooperman

Carl Peterson
VP - Small Firms, Association of International Certified Professional Accountants

Wade Pfau
Professor of Retirement Income, The American College

Stephanie Pickering
Senior Manager, Mcgee,hearne & Paiz, LLP

Bill Pirolli
Partner, Disanto Priest & Co.

Gretchen Pisano
CEO, Plink Leadership

Elizabeth Pittelkow
Controller, Litera Microsystems

John Porter
Partner, Baker Botts LLP

Christopher Price
Avp - Advanced Solutions Group, Lincoln Financial Distributors

Jeanie Price
Partner & Director Of Administration, Deleon & Stang

Renee Prince
Partner, Renee Prince Cpa, PC

John Prokey
Partner, Ramsbacher Prokey Leonard, LLP

Antonella Puca
Director, Global Investment Performance Standards, CFA Institute

Ron Quaranta
Chairman, Wall Street Blockchain Alliance

Kristen Rampe
Owner, Kristen Rampe Consulting

Bill Reeb
CEO, Succession Institute, LLC

Nancy Reimer
Member, Leclair Ryan, PLLC

Rick Reisig
Cpa/shareholder, Anderson Zurmuehlen

Mitchell Reno
Principal, Rehmann

James Revels
Partner,co-chair Trust & Estate Practice, Citrin Cooperman & Co.,LLP

Erik Reynolds
Manager, Corporate Benefits, M Financial Group

Ron Rhoades
Director, Financial Planning Program, Western Kentucky University

Valerie Rivera

Alexis Robin
COO, Plink Leadership

Ken Robinson
Director, Global Investment Performance Standards, CFA Institute

Erin Roche
Team Leader, Elliott Cpa Group Inc.

Liz Rock
Associate Manager - Enterprise Social Media, Association Of International Certified Professional Accountants

Lauren Rogge
Senior Manager, Ey

Jordon Rosen
Director, Estates And Trusts, Belfint, Lyons & Shuman, P.A.

Cathy Rowe
Product Manager, Accounting & Audit, Wolters Kluwer

Joseph Rugger
Director Of Accounting, Jonesboro Prosthetic & Orthotic Lab

Russell Safirstein
Partner, Prager Metis Technology

Paula Saidy
Partner, MGO

Donna Salter
Senior Manager Young Member Initiatives, Association Of International Certified Professional Accountants

Brooke Salvini
Principal, Salvini Financial Planning

Daniel Sanders
Partner, Dixon Hughes Goodman, LLP

Mike Santay
Chairman, Grant Thornton, Llp

Ted Sarenski
CEO, Blue Ocean Strategic Capital

Josh Saunders
Partner / Head Of Operations, Trust - CFO

Micaela Saviano
Art & Finance Tax Leader, Deloitte Tax, LLP

Frances Schafer
Retired

Gerard Schreiber
Partner, Schreiber & Schreiber

Jeremy Schroeder
Chief Information Officer, Withumsmith+brown

Jane Searing
Shareholder, Clark Nuber, PS

Gary Shamis
CEO, Winding River Consultng

Larry Sheftel
Vice President-HR, Aprio

Marty Shenkman
Attorney, Shenkman Law

Eileen Sherr
Senior Manager, Association Of International Certified Professional Accountants

Donny Shimamoto
Managing Director, Intraprisetechknowlogies, LLC

Mike Shost
CPA, Shost & Company, P.C., CPAs

Steve Siegel
President, The Siegel Group

Chaya Siegfried
Lead, International Business Tax Services, Withum

Brian Siet
Senior Manager, Strategic Relationships, Wolters Kluwer

Kristen Simmons
Member, Oshins & Associates, LLC

Lisa Simpson
Associate Director, Firm Services, Association of International Certified Professional Accountants

Mark Sims
VP of Business Development, Captive Alternatives

Joel Sinkin
President, Transition Advisors, LLC

Bryan Skarlatos
Partner, Kostelanetz & Fink, LLP

Lee Slavutin
Stern Slavutin 2, Inc.

Ed Slott
Partner, Ed Slott & Company

Brad Smith
Partner, Mcm LLP

Michael Smith
Partner, RSM

Dan Snyder
Association Of International Certified Professional Accountants

Scott Sprinkle
Managing Member, Sprinkle & Associates LLC

Marc Staut
Principal And Consultant, Boomer Consulting, Inc.

Val Steed
CEO, K2 Enterprises

Carrie Steffen
President, The Whetstone Group

Stan Sterna
Vice President, Aon

Lindsay Stevenson
Vice President - Finance & Tax, 1st Financial Bank USA

David Stolz
President, Stolz And Associates P.S.

Danielle Supkis Cheek
Director, PKF Texas

Tomas Suras
Chief Solutions Architect, Abacusnext

Tiffany Taft

Noel Tagoe
Evp Managment Accounting, Research And Cirricula, Association Of International Certified Professional Accountants

Brian Tankersley
Director, Strategic Relationships, K2 Enterprises

Brian Thomas
Partner, Weaver

Tara Thomas
Senior Tax Manager, DHG LLP

Debra Thompson
Principal, DK Thompson, LLC

Sandi Thorman
Partner, Greerwalker LLP

Susan Tillery
President, Paraklete Financial, Inc.

Vincent Tiseo
Global Head Of Business Practices, Goldman Sachs

Frank Tortora
Senior Manager Retirement Services, Paychex

Mike Trabold
Director Of Compliance Risk Management, Paychex

Jack Trachtenberg
Principal, Deloitte

Jacquelyn Tracy
Partner, Mandel & Tracy, Llc

Thomas Trainor
Managing Director, Hanover Private Client Corporation

Peggy Ugent
Director, Giordani, Swanger, Ripp & Jetel, LLP

Michael Umscheid
CEO, Arcsys

Steve Ursillo
Partner, Cherry Bekaert, LLP

Benjamin Vance
Associate Director, Postlethwaite & Netterville APAC

Alison Vanotterloo
Vice President, Internal Audit, Pharmacists Mutual Insurance Company

Missia Vaselaney
Attorney, Taft Stettinius & Hollister, LLP

Marty Verdick
Senior Director, RSM US LLP

Bob Veres
Editor, Insider Information

Daniel Vidal
Head Of Business Development, Expensify

Anthony Vitiello
Chair, Tax & Estate Planning Group, Connell Foley, LLP

Stephen Vono
Senior VP, Mcgowanpro

Vivek Wadhwa

April Walker
Lead Manager – Tax Practice & Ethics – Public Accounting, Association of International Certified Professional Accountants

Dan Wallick
Investment Strategist, Vanguard

Dale Walters
Senior Tax Manager, Wipfli/beachfleischman

Amy Wang
Senior Manager, Association Of International Certified Professional Accountants

Wenli Wang
Partner, Moss Adams

Jennifer Warawa
Executive Vice President, Partners, Accountants & Alliances, Sage

Tom Ward
Partner, Mcdermott Will & Emery, LLP

Barton Waring
Financial Economist And Former Chief Investment Officer For Investment Policy And Strategy, Emeritus, Barclays Global Investors (Retired)

Richard Weber
President, The Ethical Edge, Inc.

Julie Welch

Michael Westervelt
Principal, Cliftonlarsonallen

Cari Weston
Director,tax Practice & Ethics-tax Section, Association Of International Certified Professional Accountants

Michael Wherry
Consultant, Boomer Consulting, Inc.

Ann White
Human Resources Regional Manager, Bdo USA

Paul Whitmore
Manager, Product Sales, Onpoint, CPA.com

Sandra Wiley
President, Boomer Consulting, Inc.

Amanda Wilkie
Consultant, Boomer Consulting, Inc.

Rick Williamson
Director Of Sales, Redtail Technology

Jennifer Wilson
Co-founder And Partner, Convergencecoaching, LLC

Matthew Wilson
Shareholder, Wilson Ivanova Cpas

Gerry Wilton
Director Of Operations Baiway, Bai Bragonier & Associates, Inc.

Chris Wittich
Senior Tax Manager, Boyum & Barenscheer, PLLP

Lauren Wolven
Attorney, Levenfeld Pearlstein, LLC

Jeremy Wortman

Candace Wright
Director, Postlethwatie & Netterville

Don Zidik

Gary Zwick
Partner, Walter Haverfield, LLP

2018 Sponsors

PLATINUM:
• CHASE
• PAYCHEX

GOLD:
• xero
• Wolters Kluwer

SILVER:
• ABACUSNEXT
• ADP
• AICP
• HD VEST
• intuit procennects
• sage
• THOMSON REUTERS

SPONSORS:
• AUDIMATION
• BAM ADVISOR SERVICES
• BRAYN
• canon
• canopy
• CAPALT
• CETROM
• CPACHARGE
• cpaperless
• Doc.It
• eMoney Advisor
• i INCOME SOLVER
• inflo
• Lincoln
• McGowanPRO
• ORION
• PKF
• RobustWealth
• ShareFile
• ProStaff

CONFERENCE AFFILIATE:
• ACP
• CFA Institute
• INVESTMENTS & WEALTH INSTITUTE