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Event Date | Tue Jun 12 EDT - Thu Jun 14 EDT (over 6 years ago) |
Location |
MGM Grand
3799 S Las Vegas Blvd, Las Vegas, NV 89109, USA |
Region | Americas |
Own your firm’s outlook.
Define a clear path to your firm’s future, no matter your practice size, with the combined benefits of the 2018 CPAFMA National Practice Management Conference and AICPA ENGAGE.
Look for: Breakout sessions geared to various firm sizes, business development techniques and networking to spur ideas
What you’ll gain: The latest learning, tools and tech information to elevate your role as an accounting firm manager
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