Scaling New Heights 2023 | Woodard Company | 25 June 2023 | America's Center Convention Complex, 701 Convention Plaza, St. Louis, MO 63101, USA

Most accountants and bookkeepers struggle with process inefficiencies, dated technologies, scope creep, and high friction with client collaboration, resulting in extreme workload pressures and limited capacity in their practices and lives. In other words, they are “flapping” when they should be “soaring!”

The training sessions and main stage sessions at Scaling New Heights 2023 will address the issues that keep you from soaring with cutting-edge education on practice management, pricing strategies, process automation technologies, hiring strategies, engagement management...and more!

2023 Speakers

Heather Crider
High-Performance Neurocoach, Heather J. Crider & Company Transformation

Daryl Davis
Music Publishing & Licensing, Lyrad Productions

Amelia Rose Earhart
Professional Speaker, Amelia Rose Earhart

Guylaine Saint Juste
President and CEO, National Association of Black Accountants Inc.

Mark Schulman
Producer, Engineer, Mixer, West Triad Studios

Joe Woodard
CEO, Woodward

Ron Baker
Radio Talk-Show Host, The Soul of Enterprise, VoiceAmerica Talk Radio

Dawn Brolin, CPA, CFE
Chief Executive Officer, Powerful Accounting, Inc POWERED BY Team Brolin

Ed Kless
Senior Director, Sage Accountants Solutions, Sage

Mike Michalowicz
Author, Profit First

Heather Satterley
Co-Host, The 'Appy Hour with Liz and Heather

Scott Scarano
Rapping Custodian, Accounting High

Brock Ball
Vice President - Revenue Operations and Strategic Partnerships, Summit Hosting - Secure Cloud Hosting

David Barrett
CEO, Expensify

Davis Bell
Principle, Trammell Bell LLC

Carla Caldwell
Owner and Founder, Candella Accounting & Advisory Services

Nana Guenther
Senior Practice Solutions Expert, Dext

Dave Kersting
Business Owner, Capovario

Alex Mar
Senior Growth Manager, BILL

Ben Richmond
Country Manager, United States, Xero

Jeff Seibert
Co-Founder & CEO, Digits

Val Steed
Director of Accountants, Zoho

David Vieregg
GM - President Channel Partners, Corpay

David Warner
VP Biz Apps North America, Pax8 / President North America, Bam Boom Cloud, Pax8

Amanda Aguillard
COO, PADGETT BUSINESS SERVICES

Joe Aliota
Senior consultant, Mendelson Consulting

Kevin Armstrong
Chief Revenue Officer (CRO), Summit Hosting - Secure Cloud Hosting

Norman Axelman
Founder, Advantage Computer Solutions

Alison Ball
Director of Communications and Partnerships, Liscio

Lisa Beaver
Cloud Solutions Engineer, Sage

Candy Bellau
Catalyst, Advisory Empowerment Coaching Team, Woodard

Rebecca Bocard-Santiago
Owner, Advanced Professional Accounting Services

Michelle Calkins
Global VP, Partnerships & BD, Cin7

Nicholas Christians
Productivity Solutions Consultant, Pax8

Ernest Cook
Principal Data Engineer, Better Idea Group

Tracy Cooper
CEO, tlb services

Sean Coultice
Head Of Channel Partnerships, Katana Cloud Manufacturing

Korey Cournoyer
Director of Corporate Development & Strategy, GrowthLab Financial Services Inc.

Randy Crabtree
Co-Founder, Partner, Tri-Merit

Rachel Dauchy
Owner, NetDeposited

Nicole Davis
Chief Executive Officer, Groundworx Contractors LLC

Deborah Defer
Director of CAAS Consulting Services, Woodard

Sean Duncan, CPA
President & Founder, SMD CONSULTING & ACCOUNTING LLC

Jennifer Dymond
CEO, Spire Consulting Services

Ingrid Edstrom
Treasurer Board Of Directors, Post Growth Institute

Louis Fagelson
Manager of Productivity Solution Consultants (East), Pax8

Seth Fineberg
Founder, Accountants Forward

Tania Fortin
Partner Channel Sales Manager, Datto, Inc.

Sharrin Fuller
Managing Partner, Blueprint Financial Services, Inc

Marie Gibson
Business Consultant, Gibson & Associates LLC

Kelly Gonsalves
Founder & Chief Visionary, Totally Booked

Eric Green
Partner, Green & Sklarz LLC

Kathy Grosskurth
Individuized Training (QuickBooks and Bookkeeping Basics), Bookkeeping Clean and Simple

Denise Grove, CPA. GGMA
Founder & CEO, CFO Support, Inc. | Grove Solutions, LLC

Robin Hall
Offical Member, Forbes Finance Council

Samantha Hallburn
Certified QuickBooks Pro Advisor, PBS Accounting and Tax Solutions

Patricia Hendrix
Sr. VP of Communities, Woodard

Bob Hollander
President and CEO, Visory

Kate Johnson
CEO, CenturyLink

Randy Johnston
Executive Vice President, K2 Enterprises

Cole Kaparos
Productivity Solutions Consultant II, Pax8

Esther Friedberg Karp
President, EFK CompuBooks Inc.

Rob Hamilton
Head of Business Development and Partnerships, Digits

Roman Kepczyk
Director of Firm Technology Strategy, Right Networks

Jay Kimelman
President, High Rock Accounting

Debra Kilsheimer
Consultant, The Sleeter Group

Joel Lacayo
Lead Channel Account Executive, Rippling

Cassie Boudreaux Lafleur
Client Success Manager, North America & Australia, GoProposal

Sara Laidlaw
Owner - Software Designer, TBX

James (Jim) Lee
Chief, Internal Revenue Service, Criminal Investigation

Michelle Long
Owner, Long for Success, LLC

Dan Luthi
Partner, Ignite Spot Accounting Services

Katey Maddux
Founder & CEO, Katey Maddux Enterprises

Laura Madeira
Owner, ACS, Inc.

Will Martoni
Vice President of Sales, Worklio - The #1 Embedded Payroll + PEO Platform

Ted McRae
Director of Marketing & Growth, AccountingSuite

Gaynor Meilke
Chief Opportunity Officer, Charisma Ink, LLC

Jon Melloy
Technical Support Officer, Freshmethod

Dominique Molina
Co-founder and President, American Institute of Certified Tax Planners

Jennie Moore
Partnerships Marketing Manager, Ignition

Lamont Nesbitt
Practice Advancement Coach, Woodard

Mario Nowogrodzki
Florida International University - College of Business, M.S., Accounting Information Systems

Dave Olsen
Founder and CEO, Nimbl

Nancy Orben
CPA, Senior Manager, Blue & Co., LLC

BJ O'Reilly
Chief Technology Officer, SWK Technologies, Inc.

Kellie Parks
Cloud Accounting Process and Automation Builder, Calmwaters

Jeff Phillips
Chief Executive Officer, PADGETT BUSINESS SERVICES

Alicia Pollock
Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions, Inc.

James Pollock
Business Consultant, Royalwise Solutions

Karla Ponzio
HR Solutions Consultant, ADP

Vikram Pothnis
Head of Partnerships & Alliances, Fyle

Sarah Prevost
Founder, Mintage Labs, LLC & The Proper Trust

MB Raimondi, CPA, CITP
Trainer, Intuit

Walker Roe
Productivity Solutions Consultant, Pax8

Dan Schmidt
Head of Partnerships, Xledger

Tonya Schulte
Construction Accounting Specialist, Certified QuickBooks ProAdvisor, The Profit Constructors

Liz Scott
QuickBooks Accountant, Trainer and Writer, Accounting Lifeline

Neil Shifman
Senior Vice President, Operations, Worklio

Tim Sines
Certified Public Accountant, Sines & Associates

Teresa Slack
CEO, Financly Bookkeeping Solutions

David Smith
VP of Sales Strategy, Pax8

Kat Sloan
Sales Manager, Corpay One's Accountant Channel

Heather Sperduto
Accountant Channel Executive, ADP

Jason Staats
Founder, Realize

Dr. Sabrina Starling
Keynote Speaker, Tap the Potential LLC

Shonette Sullivan
Client Coach & Consultant, The Shekinah Group, LLC

Monique Swansen
Founder & CEO, Automated Accounting Services

Tricia Taitt
CEO and Chief Financial Choreographer, FinCore

Don Thompson
Growth Marketing Program Manager, Bill

Mike Triantos
Head of Partnerships, Jirav

Terrell Turner
Podcast Host, Law Firm & Finance Podcast

Vanessa Vasquez
QuickBooks Trainer and Consultant, QuickBooks Trainer and Consultant

Michelle Vilms
Founder + CEO, Vilms Consulting, LLC

Veronica Wasek
Founder and CEO, VM Wasek

Geni Whitehouse
Founder, The Impactful Advisor

Christian Wielage
CEO, PlanGuru

Dave Willson
Founder, CFO, ProvenCFO

Lorilyn Wilson
Owner & CPA, Lake Oswego Tax

Jayme Zublick
Partner, Collier, Jernigan, Eastman & Zublick, P.A

Martin Zych
CEO & Co-Founder, Jirav

2023 Sponsors

ELITE PARTNERS:
• Digits
• Expensify
• PAX8

PARTNERS:
• BILL
• Canopy
• Melio Payments
• Worklio
• Xero
• Zoho

PREMIUM:
• Corpay One
• Dext
• Finsmart Accounting
• Human Interest
• Ignition
• Jirav
• Katana Cloud Manufacturing
• PlanGuru
• Practice Protect
• Sage
• Summit Hosting

DIAMOND:
• AccountingSuite
• ADP
• Bookkeep
• CIN7
• Fathom
• Fyle
• Liscio
• Mango Practice Management
• Method
• onpay
• Reach Reporting
• Right Networks
• Rippling
• WholesalePayroll

GOLD:
• Accountests
• Anchor
• Booke.ai
• Brex
• Conversight
• CoralTree
• Descartes Systems USA
• Financial Cents
• Fishbowl
• gotoMyERP
• Keeper
• Knowify
• MarginDriver
• Mercury
• Momentum BK
• PlateIQ
• PrintBoss
• Relay
• Sage Network
• Secure Cloud Services
• Swizznet Powered by Visory
• SWK Technologies
• Synder
• Tax Rep Network
• Tech 4 Accountants
• Tech Guru
• Tipalti
• XLedger
• Yooz

SILVER PLUS:
• Ace Cloud
• AdvisorProMarketer
• Avalara
• AvidXchange
• Countable
• KMK Ventures US Inc
• Padgett Business Services
• Paro
• Pathquest (PABS)
• Rillion
• SPS Commerce
• Syft Analytics
• Tax1099.com, powered by Zenwork
• Unison Globus

SILVER:
• 401GO
• American Institute of Certified Tax Planners
• Analytix Solutions
• ApprovalMax
• BDO Alliance USA
• Betterment at Work
• Bluevine
• Brandow Consulting
• busybusy Mobile Time Tracking
• Checksforless.com
• Client Hub
• CollBox
• Commerce Sync
• CPA Co.Pilot
• CPA.com
• CPACharge
• ERC Provider
• Finale Inventory
• Finatical Software
• Fingercheck
• Firm360
• ForwardAI
• Freedom Merchants
• G-Accon
• GoProposal
• GruntWorx
• Guideline
• JustWorks
• Koble
• Live Oak Bank
• LiveFlow
• Margin Edge
• Maus Software
• McGowanPRO
• Mindspace Accounting Outsourcing
• MyCase
• Order Time Inventory
• Plooto
• Powered by iA
• PracticeERP
• ProfitCents
• Pulse by Poplar
• Quadient AP Automation by Beanworks
• QuickFee
• Ramp
• Results Software
• Ricoh Document Scanners
• Royalwise
• SKYLINE Cloud
• Stamped AI
• Stratos Cloud Alliance
• TaxBandits
• TaxDome
• Timesheets.com
• Today Payments
• Tri-Merit
• Uncat
• Vertex
• VIPP Partnership Program powered by VARC Solutions
• Wolters Kluwer Tax & Accounting
• Xenett