Finance Redefined Track 2020 | AICPA Conferences | 20 July 2020 | Virtual Event

Designed to accelerate the digitalization of finance functions within multi-national corporations and national/SMEs, Finance Redefined brings a speaker roster of CFOs and Heads of Finance from corporate brands to the stage, to share insights, stories and lessons learned from their own ongoing digital journeys. Distinct across ENGAGE, this exciting new track is corporate-led and filled with bold new strategies, fresh ideas and practical applications on reinventing Finance in the digital age. Come and share in the experiences of our CFOs as they tackle and progress the capabilities, profitability and value of Finance to their business.

We know the process towards digital transformation isn’t easy, but the results will be tremendous!

Your advantage during Engage:
• Realize the full potential of AI / ML, Cloud and Analytics in the corporate finance function
• Hear specific application of core and exponential technologies in performance management, FP&A, workflow
• Build and support a data-driven, insights-led business
• Shift your finance team to a digital mindset, skillset and culture
• Embed finance as strategic influencer and business partner to your enterprise
• Learn to thrive and create demonstrable value

2020 Speakers

Daymond John
Entrepreneur, CEO, Author & Motivational Speaker, Star of ABC’s Shark Tank

Barry C. Melancon, CPA, CGMA
President & CEO, American Institute of CPAs, and CEO, Association International Certified Professional Accountants

Tracey Golden
Partner, Deloitte & Touche LLP

Susan Coffey
Executive Vice President, Public Practice American Institute of CPAs

Erik Asgeirsson
President & CEO, CPA.com

Amanda Aguillard
Principal, Aguillard Accounting, LLC

Alan Anderson
Owner, Account-ability Plus

Eitan Anzenberg
Director of Data Science, Bill.com

Denny Ard
Partner, DHG

Erik Asgeirsson
President & CEO, CPA.com

Kau Console Account
Senior Director Product Marketing, Accountant Channel, Bill.com

Mike Austin
Center for Plain English Accounting

Thomas Barrett

Ted Batson
Partner/Tax Counsel, CapinCrouse LLP

Jessica Battaglia
Human Resources Consultant, Paychex

Christopher Benson
Principal, L.K. Benson & Company

Mark Berg
FOUNDING PRINCIPAL, Timothy Financial Counsel, Inc.

Steve Bigge
Partner, Keebler & Associates, LLP

David Blanchett
Head of Retirement Research, Morningstar Investment Management LLC

Brian Bluhm
Chief Quality Officer, Eide Bailly LLP

Jim Boomer
CEO, Boomer Consulting, Inc.

Christopher Booth
Managing Director, Deloitte

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

Jim Bourke
Partner, WithumSmith+Brown

Ken Bouyer
Americas Director, Inclusiveness Recruiting, EY

Dwayne Bragonier
Founder, BAI Bragonier & Associates Inc.

Rosemarie Brammer
CPA, Beemer Smith and Munro LLP

Michael Brand
Member, BMSS, LLC

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

Rebekah Brown
Director of Development, The Business Learning Institute

Joel Bruckenstein
President, Technology Tools for Today (T3)

Catherine Bruder
President, Catherine Bruder Consulting

Susan Bruno
Managing Director, Beacon Wealth Consulting South

Brady Bryan
CEO, BRAYN Consulting LLC

Dora Burzenski
Director, Deloitte

Karl Busch
AICPA

Steve Cain
Director, Sales and Business Development Leader, LTCI Partners

Richard Caturano
Partner, National Leader of Culture, Diversity and Inclusion, NCDI Chair, RSM US LLP

Michael Cerami
Vice President, Marketing & Business Development, CPA.com

Shayna Chapman
Founder and Chief Strategist, Shaynaco LLC

Danielle Cheek
Director, PKF Texas

Michael Cheng
Partner, Frazier & Deeter

Blanche Lark Christerson
Wealth Planning Consultant, self-employed

Tadeusz Chrusciel
Founder & CEO, Scanye

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

Andrew Codd
Founder, #SITN Strength in the Numbers Podcast

Susan Coffey
Executive Vice President – Public Accounting, AICPA

Crystal Cooke
Director - Diversity & Inclusion, Association of International Certified Professional Accountants

Susan Cosper
Board Member & Chairman of the EITF, Financial Accounting Standards Board

Courtney Crenshaw
New York Life

Chris Cromer
Director of Operations, CPA.com

Gale Crosley
President, Crosley+Company

Kevin Cumley
Director, Accountants Program, Sage Intacct

Erin Daiber
CEO, Well Balanced Accountants, LLC

Robert Dannhauser
Senior Advisor, The Investment Integration Project

Denise Delahanty
Partner, ACCOUNTability Plus

Linda Delahanty
Senior Manager, AICPA

Pardeep Dhanda
Head of Agile Practices, QA Ltd

Justin DiLauro
Partner, BRAYN Consulting LLC

Jeremy Dillard
Partner, SingerLewak LLP

Sarah Dobek
President and Founder, Inovautus Consulting

Bob Dohrer
Chief Auditor, AICPA

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

Sarah Elliott
Co-founder and Principal, Intend2Lead LLC

Kimberly Ellison-Taylor
Past Chairman of the Association of International CPA's and the American Institute of CPA's, Oracle

Latoria Farmer
Executive Director, Inclusion & Diversity, KPMG LLP

Danielle Fava
Director of Innovation, TD Ameritrade Institutional

Lisa Featherngill
Head of Legacy & Wealth Planning, Abbot Downing

Pascal Finette
Co-founder, be radical Group

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

Carl Fiore
Managing Director, Andersen LLC

Barry Flagg
President, Founder & Inventor, Veralytic

Martin Flaxman
Regional Director, Windsor Insurance

Mary Kay Foss
CPA, Mary Kay Foss CPA

Shelly Frazier
Senior Manager - Women's Initiatives, Diversity & Inclusion, Association of International Certified Professional Accountants

David Frisch
President, Frisch Financial Group, Inc.

Greg Fritsky
National Director, Robotics, AI and Data Analytics, EisnerAmper LLP

Melisa Galasso
CEO, Galasso Learning Solutions

Elizabeth Gantnier
Partner, DHG

Michael Glynn
Senior Manager - Audit & Attest Standards, AICPA

Tracey Golden
Association Board Member, AICPA

Kathy Graham
Principal, HQ Companies

Lynford Graham
Visiting Professor, Lynford Graham, CPA

David Grau Jr
President, Succession Resource Group

Wesley Gray
CEO, Alpha Architect

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

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

William Hamilton
Co-Founder, SmartPath

Tracy Harding
Berry Dunn

Bethany Hearn
Principal, CLA

DeAnn Hill
OWNER/CPA, DEANN AUMAN HILL CPA

Marvin Hills
Contractor / Consultant, Crowe LLP

Florence Holland
Lead Manager - Pipeline Initiatives, Diversity & Inclusion, Association of International Certified Professional Accountants

Tom Hood
CEO, MACPA & Business Learning Institute

Stephen Horan
Managing Director, Americas Region and Professional Learning, CFA Institute

Christopher Hoyt
Professor, Univ of MIssouri (Kansas City) Law School

Kenneth Hubbell
SVP, Instructional Design Strategy & Innovation, Wells Fargo Bank NA

Shannon Hudson
Partner, Altair Group, PLLC

Jeanette Hunter
McDermott Will & Emery LLP

Kristy Illuzzi
Senior Technical Manager, AICPA

Scharrell Jackson
COO, BPM LLP

Mark Jeffries
Owner, Mark Jeffries LLC

Daymond John
Entrepreneur, CEO, Author & Motivational Speaker

Kacee Johnson
Strategic Advisor, CPA.com

Randy Johnston
Founder, Network Management Group, Inc.

Richard Jones

Eileen Kamerick
Board Member and CFO, AIG, Associated Bank, Legg Mason, Hochschild Mining

Andy Katzenstein
Partner, Proskauer Rose LLP

Robert Keebler
Partner, Keebler and Associates, LLP

Roman Kepczyk
Director of Firm Technology Strategy, Right Networks

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

Mark Klein
Partner/Chairman, Hodgson Russ LLP

Allan Koltin
CEO, Koltin Consulting Group

JT Kostman
Innovation Thought Leader and CEO, ProtectedBy.AI

Mark Koziel
EVP - Public Accounting, Association of International Certified Professional Accountants

Sharon Kreider
Owner, KREIDERCPA

Diana Krupica
Lead manager, AICPA

Brian Kush
Principal, Intend2Lead

Joseph Lake
Chief Operating Officer, The Climate Service

Joshua Lance
Managing Director, Lance CPA Group

Toni Lee-Andrews
Director - Professional Ethics, AICPA

Jeffrey Levine
Lead Financial Planning Nerd, Kitces.com

Elinor Litwack
Partner, Outsourced Accounting and Advisory Services, GRF CPAs & Advisors

Tamera Loerzel
Partner, ConvergenceCoaching, LLC

Sophia Loh
Partner, Frank Rimerman

Alan Long
Managing Member, Baldwin CPAs, PLLC

Sara Lord
Chief Auditor, RSM US LLP

Brian Lovett
Partner, Withum

Michael Maksymiw
Partner, Marcum LLP

Kevin Martin
Retiring Founder, Martin & Associates

Joe Martinez
Managing Partner, Phlox Capital Management, LLC

Liz Mason
CEO, High Rock Accounting

Robert Materazzi
Customer Success Leader, Lukka, Inc

Mark Mayberry
President, Mark D. Mayberry, CPA

Rebecca McCaffry
Associate Technical Director, CIMA

Dixie McCurley
President & Co-founder, Trusted CFO Solutions

Jim McGinnis
EVP & General Manager, Wolters Kluwer

Jeffrey Mechanick
Assistant Director, Financial Accounting Standards Board

Barry Melancon
President and CEO, AICPA

Jamie Mendelsohn
Executive Vice President, Ashar Group - Life Settlements &Policy Valuations

Yelena Mishkevich
Senior Manager, Accounting Standards Team, AICPA

Tonya Moffitt
Managing Partner, Merina+Co

Robert Montella
Goldman Sachs

Robert Montella
Senior Strategist, Goldman Sachs

Tammy Mooney

Alan Moore
CEO, XY Planning Network

Kim Moore
Director of Audit, Summit CPA Group

Annette Nellen
Professor, San Jose State University

Les Nettleton
Director of Information Technology, Bourgeois Bennett, CPAs and Consultants

Darren Neuschwander
Managing Member, Green Neuschwander & Manning LLC

Michael Niemann
Executive Director, EY

Tony Nitti
Partner, RubinBrown

Dan Noll
Director of Accounting Standards, American Institute of Certified Public Accountants

JORGE OLAVARRIETA
Vice President of Product Management, Intuit, Inc.

Scott Orr
Vice President, Government Relations & Public Affairs, Fidelity Investments

Chris Ortega
Director of Finance, America's, Emarsys North America

Steven Oshins
Attorney, Oshins & Associates, LLC

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

Tom Patterson
Managing Director, Security Assurance LLC

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

Mark Peterson
Executive Vice President – Advocacy, Association of International CPAs

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

Jose Pires
Founder & President, Global Excellence & Innovation

Bill Pirolli
Association Board Member, AICPA

Gretchen Pisano
CEO, pLink Leadership

John Porter
Partner, Baker Botts LLP

Ron Quaranta
CEO, Wall Street Blockchain Alliance

Bill Reeb
Association Board Member, AICPA

Rick Reeder
Owner, REEDER & ASSOCIATES PA

Rick Reisig
Shareholder, Anderson ZurMuehlen

Elena Richards
Talent Management & Minority Initiatives Leader, PwC LLP

Ross Riskin
Associate Professor of Taxation | Director of CFP and ChFC Education Programs, The American College of Financial Services

Roger Roemmich
CEO, RCF Group

Deborah Rood
Risk Control Consulting Director, CNA

Matthew Rosenberg
President, RoseCap Financial Advisors

Clar Rosso
Executive Vice President - Engagement & Learning Innovation, AICPA & CIMA

Cathy Rowe
Director, Technology Product Management, Wolters Kluwer

ANJAN ROY
CFO Global Finance, GENERAL ELECTRIC - ENERGY

Joseph Ryan
Co-Founder and CFO, Gilded

Donna Salter
Senior Consultant and Facilitator, BLI

Brooke Salvini
Principal, Salvini Financial Planning

Yuliana Sanchez
Associate Manger - Diversity & Inclusion, Association of International Certified Professional Accountants

Theodore Sarenski
Owner, Blue Ocean Strategic Capital, LLC

Theron Schaub
VP. Strategic Relations, Buckingham Strategic Partners

Matthew Schell
Partner, Crowe LLP

Jason Schenker
Chairman of The Futurist Institute & President, The Futurist Institute

Carol Schleif
Deputy Chief Investment Officer, Abbot Downing

Bobby Schroeder
Manager, Sharp and Company, CPAS, APAC

Amber Setter
Owner, Amber Setter Coaching

Martin Shenkman
Attorney, Martin M. Shenkman, PC

Eileen Sherr
Senior Manager, Association of International Certified Professional Accountants

Donny Shimamoto
Founder and Managing Director, IntrapriseTechKnowlogies LLC

Michael Shost
Advisor, Judd Thomas Smith & Company, P.C.

Steven Siegel
President, The Siegel Group

Lisa Simpson
Director - Firm Services, AICPA

Ed Slott
Partner, Ed Slott and Company, LLC

Scott Smith
Business Development Manager, Disys/Microsoft

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

Amy Steele
Partner, Deloitte

Carrie Steffen
President/Shareholder, The Whetstone Group

Stan Sterna
Vice President, Aon

Lindsay Stevenson
CEO/Founder, Origin Evolution LLC

Dave Stolz
President, Stolz and Associates

Susan Stutzel
Coach, Intend2Lead

Brian Suthoff
CEO, Tally Street

Brian Tankersley
Director, Strategic Relationships, K2 Enterprises

Mark Thomas
Senior Vice President, Aon Affinity Insurance Services, Inc.

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

Vincent Tiseo
Managing Director, Goldman Sachs

Tony Torres
Audit and Assurance Chief Inclusion Officer, Deloitte LLP

Jacquelyn Tracy
Mandel & Tracy, LLC

Jonathan Traub
Managing Principal of the Tax Policy Group & Former Staff Director, House Ways & Means Committee, Deloitte Tax LLP

Steven Ursillo
Partner, Cherry Bekaert LLP

Alex Valdez
Director, Retirement Plan Sales, Paychex

Bob Veres
Editor, Inside Information

Amy Vetter
CEO, The B3 Method Institute (QuickStart Training)

April Walker
Lead Manager, Tax Practice & Ethics - Tax Section, AICPA

Erin Walsh Dyer
Financial Educator, The Bookkeeper's Friend

Amy Wang
Senior Manager, AICPA

Mitchell Weintraub
Partner, Cordia Partners

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

Steve Weisman
Professor, Bentley University

Matthew West
Senior Enterprise Strategic Account Manager, cpa.com

Cari Weston
Director - Tax Practice & Ethics, AICPA

Brian Whitlock
Attorney at Law, Brian T. Whitlock, P.C.

Jennifer Wilson
Co-founder and Partner, ConvergenceCoaching, LLC

Gerry Wilton
Na

Candace Wright
Director, Postlethwaite & Netterville

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

Donald Zidik
Partner, Stone & Company, LLC

Kat Cole
President and COO, FOCUS Brands.

Steven Menges
Product Team, Assurance, CPA.com

Derek Tharp

Theodore Sarenski
Wealth Adviser, United Income

Steven Austin
Na

2020 Sponsors

DIAMOND:
• XERO

PLATINUM:
• intuit

GOLD:
• canopy

SILVER:
• ADP
• AICPA
• DELL
• PAYCHEX
• Right Networks

SPONSORS:
• BLACKLINE
• Retirement Cash Flow
• SafeSend Returns
• SmartVault
• Wolters Kluwer
• BRAYN
• CPACHARGE

CONFERENCE AFFILIATE:
• ACP
• Buckingham

EXHIBITORS:
• OnPoint PCR
• GREEN ROCK
• OnPoint A&A Suite
• eMoney
• THOMSON REUTERS
• AICPA
• Bill.com
• OnPoint Collaborate
• Divvy
• Robert Half
• AICPA
• Lukka
• PKF
• AICPA
• OnPoint AnalyticsAI
• OnPoint EBP
• AICPA Benevolent Fund
• CPA.com
• SAP Concur
• VERTEX
• Avantis Investors
• RIVIO
• BOOMER CONSULTING INC.
• ReceiptBank
• AICPA
• RSM
• Expensify
• CGMA
• BDO ALLIANCE USA
• AUDIMATION IDEA
• AutoEntry
• MindBridge
• onpay
• sage Intacct
• AICPA
• POE/GROUP ADVISORS
• Avalara Becker