Engage 2022 | American Institute of Certified Public Accountants (AICPA) | 6 June 2022 | Online

The pace of change accelerated significantly in the last two 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 seven tracks designed to empower you and your organization with innovative strategies and best practice solutions, there no better event for your team to learn together.

2022 Speakers

Carla Harris
Managing Director and Senior Client Advisor at Morgan Stanley

Mike “Coach K” Krzyzewski
Naismith Hall of Fame coach, a five time national champion at Duke, and a six time goal medalist as head Coach of the US Men’s National Team

Barry Melancon, CPA, CGMA
AICPA, President and CEO

Erik Asgeirsson
President & CEO, CPA.com

Susan Coffey, CPA, CGMA
Chief Executive Officer - Public Accounting, AICPA

Anoop Mehta, CPA
President, Science Systems and Applications, Inc.

Joseph Abraham
Data Specialist, Truepoint Wealth Counsel

Amanda Aguillard
Chief Operating Officer, Padgett Business Services

Beth Allen
Partner, GreerWalker

Chad Allen
Partner, Hutchins & Haake, LLC

Robert Allen
President, The Allen CPA Firm, PLLC

Sarah Allen-Anthony
Partner, Crowe LLP

Denny Ard
Partner, Dixon Hughes Goodman LLP

Erik Asgeirsson
President & CEO, CPA.com

Mark Astrinos
Principal & Founder, Libra Wealth

Michael Auerbach
Chief Accountant, Employee Benefits Security Administration, U.S. D

Jaclyn Badeau
President, Badeau Consulting, LLC

DonCarlos Bain

Eric Barsky
Senior Product Manager, Auvenir

Sharla Bartley
Customer Success, TaxPlanIQ

Ted Batson
Partner/Tax Counsel, CapinCrouse LLP

Ami Beers
Senior Director - Assurance and Advisory Innovation, AICPA

Lyle Benson
Founder and President, L. K. Benson & Company

Andrew Berg
Managing Partner, Holland & Company CPAs P.C.

Stephen Bigge
Partner, Keebler & Associates, LLP

Jacob Bitz
Senior Accountant, Boyum Barenscheer, PLLP

David Blanchett
Head of Retirement Research, PGIM

Brian Bluhm
Chief Quality Officer, Eide Bailly LLP

Jason Blumer
CEO, Blumer CPAs

Jean-Luc Bourdon
Wealth Advisor, Lucent Wealth Planning, LLC

Jim Bourke
Managing Director Advisory Services, WithumSmith+Brown

Ken Bouyer
Americas DEI Recruiting Leader, EY

Samantha Bowling
Partner, Garbelman Winslow CPAs

Scott Bowman
Partner, McDermott Will & Emery LLP

Matt Braatz
Senior Vice President, Advyzon

Jim Brackens, Jr.
Vice President of Ethics and Practice Quality, AICPA

Megan Brackney
Partner, Kostelanetz & Fink, LLP

Michael Brand
Member, BMSS, LLC

Amy Bridges
Professional Development Manager, CPA.com

Thomas Brinker
Adjunct Professor of Taxation and Special Needs Planning /Professor of Accounting ChSNC® Program Director Director of the American College Center for Special Needs, The American College/Arcadia University

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

Jeannine Brown
Chief Executive Officer, Everyday Organizational Designs

Rebekah Brown
Director of Development, The Maryland Association of CPAs

Joel Bruckenstein
President, Technology Tools for Today (T3)

Ellen Bruno
President, Compliance Advisor Professionals,LLC

Jody Bryson
Counsel, Perkins Coie LLP

Joe Bublé
Partner, Citrin Cooperman

Jim Buffington
Advisory Services Leader, Intuit Accountants

Priscilla Bullock
Partner, PwC

Brent Burns
President and Founding Partner, Asset Dedication

Jennifer Burns
Chief Auditor, AICPA

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

Fred Cannon
Board Member, FASB

Bob Carey
Wealth Advisor, CPA, Carey & Hanna Tax & Wealth Planners

Joseramon Carrasco
Managing Director, Grant Thornton LLP

Mike Cheng
Partner, Frazier & Deeter

David Cieslak
EVP, Chief Cloud Officer, RKL eSolutions, LLC

Patti Clement
Senior Vice President, HUB International

Susan Coffey
Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants

Susan Cosper
Board Member, Financial Accounting Standards Board

Chris Cromer
Director of Operations, CPA.com

Matthew Dattilo
Partner, Managing Director, Altera Investments

Nicole Davis
Founder and CEO, Butler-Davis

Mark de Frere
Channel Executive, Microsoft Corporation

David DeFreitas
Group CFO, Caterpillar

Denise Dettingmeijer
CFO, NA, Randstad

Jeremy Dillard
Technical Standards Partner, SingerLewak LLP

Ashley Doyen
CAS Product Account Manager, CPA.com

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

Amel Edmond
Chief Information Officer, Withum

Dirk Edwards
Partner, Edwards Bradley PC

Sarah Elliott
Co-founder and Principal, Intend2Lead LLC

Kimberly Ellison-Taylor
ASEC Member and CEO, KET Solutions, LLC

Ori Epstein
Tax Partner, Aprio, LLP

Irene Estrada
Managing Director, PwC

Debra Estrem
National Director, Tax Controversy, Deloitte Tax

Lisa Featherngill
National Director of Wealth Planning, Comerica Bank

Rebecca Fender
Head, Strategy and Governance for Research, Advocacy, and Standards, CFA Institute

Bob Fink
Partner, Honkamp Krueger & Co

Michael Finke
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services

Martin Finn
Partner, Lavelle and Finn, LLP

Brent Forbush
Partner, Forbush and Associates

Mary Kay Foss
CPA, Mary Kay Foss CPA

Heidi Freeman
Member, Simmons Freeman LLC

Larry Furr
Chief Product Officer, Canopy Inc.

Melisa Galasso
CEO, Galasso Learning Solutions

Claire Gallant
Managing Advisor, Commas

Chris Gallo
State & Local Tax Director, BerganKDV

Elizabeth Gantnier
Partner, DHG

Paige Goepfert
Managing Director, Andersen

AMBER GOERING
President, Goering and Granatino, P.A.

Ahava Goldman
Associate Director, AICPA

Michael Goodman
President, Wealthstream Advisors, Inc.

Paula Goodwin
Partner, Perkins Coie LLP

Lynford Graham
Visiting Professor and Executive in Residence, Bentley University

Corey Green
Solutions Consultant, Tipalti

Angie Grissom
The Rainmaker Companies, Owner, Chief Relationship Officer

Kevin Grogan
Managing Director, Investment Strategy, Buckingham Wealth Partners

Charles Groome
VP of Marketing, Biz2Credit

Thomas Groskopf
Technical Director - Center for Plain English Accounting, AICPA/Barnes, Dennig & Co., Ltd

Joe Gutierrez
CIO, Berkowitz, Pollack Brant Advisors + CPAs

Adam Hale
Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors

Josie Hammond
National Director of Employee Benefit Plans, RSM US LLP

CAROL HARRINGTON
Senior Counsel, McDermott Will & Emery LLP

Carrie Harrington
Partner/Department Chair, Levenfeld Pearlstein, LLC

Carla Harris
Managing Director and Senior Client Advisor, Morgan Stanley

Wesley Hartman
Founder, Automata Practice Development

Orumé Hays
Founder & Managing Director, Hays CPA

Isaac Heller
Co-founder & CEO, Trullion

John Higgins
Strategic Technology Advisor, CPA Crossings, LLC

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

Jennifer Hoffman
National Not-for-Profit Audit Leader, Grant Thornton LLP

Tom Hood
EVP of Business Engagement & Growth, Association of International Certified Professional Accountants and Business Learning Institute

Mo Huda
Senior Manager, Moss Adams

Robert Huebscher
CEO, Advisor Perspectives

Jessica Iennarella
Controller, State Bar of Arizona

Kristy Illuzzi
Principal, IFAC

Thomas Jalics
Chief Market Strategist, Fifth Third Bank

Kacee Johnson
Vice President, Strategy & Innovation, CPA.com

Randolph Johnston
Founder, Network Management Group, Inc.

Wynde Jones
Owner, The Jones Agency

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

Joseph Karczewski
Managing Director, Andersen

Andrew Katzenstein
Partner, Proskauer Rose LLP

Robert Keebler
Partner, Keebler and Associates, LLP

Lexy Kessler
Partner, Aronson LLC

Eric Kinnoin
Senior Vice President of Finance, Oracle

Mark Klein
Partner/Chairman, Hodgson Russ LLP

Ed Kless
Senior Director of Partner Development and Strategy, Sage

Colleen Knuff
Vice President of Audit Product Management, Wolters Kluwer

Alfred Ko
Partner, RSM US LLP

Allan Koltin
CEO, Koltin Consulting Group

Sharon Kreider
Owner, KREIDERCPA

Mike Krzyzewski
Head Men's Basketball Coach, Duke University

Jeff Kummer
Managing Director, Deloitte Tax LLP

Brian Kush
Principal, Intend2Lead

Brandon Lagarde
Postlethwaite & Netterville

Charles Landes
Distinguished Fellow- Center for Plain English Accounting, AICPA, retired

Jeremiah LaRue
Product Marketing Manager, CPA.com

Karly Laughlin
Principal, Belfint, Lyons & Shuman, P.A.

Scott Lazarone
Partner, Faulk & Winkler

David Lebovitz
Executive Director & Global Market Strategist, J.P. Morgan Asset Management

Toni Lee-Andrews
Director - Professional Ethics, AICPA

Kristine Lemanski
CFO, AssuredPartners Aerospace

Michael Leon
Chief Accounting Officer & Corporate Controller, Sealed Air

Calvin Leong
Manager, API Strategy & Sales, Thomson Reuters

Paul Leroue
Principal/CMO, Wipfli

Jeffrey Levine
Lead Financial Planning Nerd, Kitces.com

Kelley Long
Financial wellness coach and consultant, Financial Bliss with Kelley Long

Nicole Long
Sr. Finance Director, WestRock

Sara Lord
Chief Auditor, RSM US LLP

Daniel Lucas
President & Founder, Credo CFOs & CPAs

Michelle Lundberg
Director of Product Marketing, Canopy Inc.

Steven Lyon
Product Specialist Manager, SafeSend

Michael Maksymiw, Jr.
Executive Director, Aprio LLP

Justin Mannhardt
Solution Architect, P3 Adaptive

Elizabeth Mason
CEO and Founder, High Rock Accounting

Justin May
Field Marketing Manager, Dell

Kim McCormick
Partner, Audit Services, Grant Thornton

Dixie McCurley
Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP

Paula McMillan
Wealth Advisor, Stearns Financial Group

Jeffrey Mechanick
Assistant Director, Financial Accounting Standards Board

Anoop Mehta
President, Science Systems and Applications, Inc.

Barry Melancon
President and CEO, AICPA

Kalil Merhib
Vice President, Growth & Professional Services, CPA.com

Jackie Meyer
CEO, Meyer Tax

Peter Miele
Vice President of Sales, SurePrep

Tonya Moffitt
Managing Partner, Merina+Co

Anna Mok
President & CEO, Ascend

Robert Montella
Senior Strategist, Goldman Sachs

Vern Montross
Western Division Managing Director, Senior Investment Consultant, City National Rochdale

DANIEL MOORE
Owner, D.T. Moore & Company

Nick Moore
Senior Manager, LGBTQ+ Initiatives Committee Co-Chair, Grant Thornton LLP

Kerry Mulcahy
Partner, Citrin Cooperman

Becky Munson
CAS Practice Leader, YourBooks Outsourced Accounting

Annette Nellen
Professor, San Jose State University

Tony Nitti
Partner - National Tax, EY

Ozoemena Nnamadim
Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair, Deloitte & Touche LLP

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

Trisha Nomura
Owner, Ascend Consulting LLC

Steven Novak
Sr. Director, Named Accounts, bill.com

Ross Olson
Senior Solution Specialist, Intuit

Erik Ordal
President, Guardian Wealth Advisors, LLC

Scott Orr
Vice President Government Relations, Head of Southern Regional Public Affairs, Fidelity Investments

Chris Ortega
CEO, Fresh FP&A

Enrico Palmerino
CEO and Founder, Botkeeper

Byron Patrick
General Manager, Botkeeper

Spencer Paul
Tax Senior Manager, Deloitte

Natalie Perry
Partner, Harrison & Held LLP

Keith Peterka
Partner, Anchin

Carl Peterson
VP - Small Firm Interests, AICPA

Andrei Petrovsky
Director, PwC

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

William Pirolli
Chair, AICPA and Vice-Chair, Association

Kane Polakoff
National Practice Leader, Client Accounting Advisory Services, UHY

Eliot Powell
Capital Markets and Accounting Advisory Services - Director, PWC

William Powers
Deputy Director (Retired), PCAOB

Sean Prince
Partner, National Office, Crowe LLP

Terrence Putney
Partner, Whitman Transition Advisors

Ron Quaranta
Founder and Chairman, Wall Street Blockchain Alliance

Alyssa Rade
Chief Sustainability Officer, Sustain.Life

Amy Radin
Independent Director, Growth Advisor, Award Winning Author, Pragmatic Innovation Partners

Joseph Radziewicz
VP Corporate Controller, Stanley Black and Decker

Kristen Rampe
Managing Principal, Rampe Consulting

Matt Rampe
Principal, Rampe Consulting

Okorie Ramsey
Vice President of Sarbanes/Oxley (SOX), Kaiser Permanente

Ruth Reitmeier
Director of Coaching and Training, Doerr Institute at Rice University

Evan Rhodes
Director, Client Services, P3 Adaptive

Ross Riskin
Associate Professor of Taxation | AVP Academic Strategy | ChFC Program Director, The American College of Financial Services

Adam Roark
Director, Assurance Innovation and Methodology, DHG

Janine Rogan
Founder, Wealth Building Academy Inc

Heidi Rogers
Payments Expert, CPACharge

Jordon Rosen
Director, BLS CPA

Daniel Rubin
Partner, Farrell Fritz, P.C.

Kassi Rushing
Director, Organizational Strategy & Employee Development, Blue Hen

Guylaine Saint Juste
President & CEO, NABA

Michael Salmon
Sales Director, Canopy Inc.

Brooke Salvini
Principal, Salvini Financial Planning

Theodore Sarenski
Wealth Adviser, Sage View Advisory Group

Keith Schiller
Attorney-Shareholder, Schiller Law, a Professional Law Corporation

Jill Schlesinger
Business Analyst, CBS News

James Shambo
Retired, N/A

Colette Sharbaugh
Vice President - Strategic Alliances & Business Development, cpa.com

Eileen Sherr
Director - AICPA Tax Policy & Advocacy, AICPA

Donny Shimamoto
Founder and Managing Director, IntrapriseTechKnowlogies LLC

Bejan Shirvani
Assistant Vice President, Structured Settlements, MetLife

Steven Siegel
President, The Siegel Group

Chaya Siegfried
Lead, International Business Tax Services, Withum

Kyle Silverman
Head of Ecosystem, CaseWare International

Kristen Simmons
Member, Attorney, Simmons Freeman LLC

Lisa Simpson
VP - Firm Services, AICPA

Yoland Sinclair
Audit Senior Manager, Deloitte

Ed Slott
Partner, Ed Slott and Company, LLC

Michael Smith
Director of Tax, ADP

Thalia Smith
Partner, Deloitte & Touche LLP

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

Lisa Snyder
Nat'l Managing Partner - Independence, BDO

Scott Sprinkle
Managing Member, Sprinkle & Associates LLC

Rebecca (Becky) Sproul
Partner, KPMG

Laurie Stack
VP of Business Development, Avantax

Allen Stahl
Strategic Technology Manager, Thomson Reuters

Marc Staut
Chief Innovation & Information Officer, Boomer Consulting, Inc

Val Steed
Director Accountants, Zoho Corporation

Sean Stein Smith
Professor, Lehman College (CUNY)

Lindsay Stevenson
Chief Transformation Officer, BPM LLP

David Stolz
President, Stolz and Associates

Susan Stutzel
Leadership Coach, PartnersCoach

Azhar Syed
CEO, Board Member, Executive Coach, Leading Insights LLC

Brian Tankersley
Director, Strategic Relationships, K2 Enterprises

Vishal Thakkar
Director of Marketing, CPA.com

Robin Thieme
Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC

William Thomas
W. Stewart Thomas, CPA, CGMA, PhD, University of North Carolina at Pembroke

Gary Thomson
Managing Partner, Thomson Consulting, LLC

Rebecca Tillemans
Leadership Coach, pLink Leadership

Susan Tillery
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Thomas Tillery
Vice President/Chief Compliance Officer, Paraklete Financial, Inc.

Christopher tinker
Partner, TSC Enterprise, LLC

Salome Tinker
Partner, TSC Enterprise, LLC

Mike Triantos
Head of Partnerships, Jirav

Michael Tryon
Director of Strategic Partnerships, Biz2Credit

Terrell Turner
Managing Partner, TLTurner Group

Doug Uhl
Senior Principal Team Leader, Corporate Accounting Policy, Chick-fil-A, Inc.

Susan Urish
Partner, Innovation and Business Strategy, Urish Popeck & Co., LLC (BDO Alliance)

Steven Ursillo
Partner | National Leader Information Assurance and Cybersecurity, Cherry Bekaert LLP

Alex Valdez
Director, Retirement Plan Sales, Paychex

Martin Verdick
Senior Director, RSM US LLP

Bob Veres
Editor, Inside Information

Oscar Vives
Wealth Planner, PNC Private Bank

April Walker
Lead Manager, AICPA

Tara Walker
Sales Director, Auvenir

Stephen Warrick
Senior Manager - CITP Credential, AICPA

Julie Welch
Shareholder and Director, Meara Welch Browne, P.C.

Ranieka Weston
Executive Coach, pLink Leadership

Amanda Wilkie
Consultant, Boomer Consulting, Inc.

Jimmy Williams
President and Founder, Compass Capital Management, LLC

Jennifer Wilson
Co-founder and Partner, ConvergenceCoaching, LLC

Kenneth Witt
Associate Technical Director, MA R&D, Association of International Certified Professional Accountants

Chris Wittich
Partner, Boyum Barenscheer, PLLP

Drew Wolf
Senior Accountant II, Boyum Barenscheer, PLLP

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

Jenifer Wyss
Supervising Project Manager and PCC Coordinator, Financial Accounting Standards Board

Diane Yetter
President and Founder, Sales Tax Institute & Yetter Tax

Jason Young
Corporate Controller, Cask NX

Robin Young
President, Northstar Financial Planning

Dien Yuen
Executive Director, Center for Philanthropy & Social Impact, The American College of Financial Services

Alice Ziegler
Area Sales Director, PEO, Paychex

Gary Zwick
Attorney, Walter | Haverfield LLP

2022 Sponsors

PLATINUM:
• Paychex

GOLD:
• Avantax
• Canopy
• Intuit Accountants
• Safesend
• Wolters Kluwer
• Xero
• Zoho

SILVER:
• ADP
• Caseware
• City National Rochdale
• CPA Charge
• Dell
• MindBridge
• Sapro
• Thomson Reuters
• Tipalti

SPONSORS:
• Advyzon
• AICPA
• Auvenir
• Becker
• Bill.com
• Cetrom
• Countable
• CPA.com
• IRIS
• MetLife
• Rippling
• Sage
• SurePrep
• TaxPlanIQ
• Trullion
• Veritax Advisor

CONFERENCE AFFILIATE:
• Buckingham