2015 Speakers

The schedule is subject to change - please check back for updates as the event date approaches

 

Jim Boomer, CPA.CITP

Jim Boomer is a shareholder and the CIO for Boomer Consulting, Inc. He is the director of the Boomer Technology Circles ™ and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser to CPA firms across. Read more...

L. Gary Boomer

L. Gary Boomer is CEO of Boomer Consulting, Inc., an organization that provides consulting services to leading accounting firms in the areas of Leadership and Management, Client Development, Talent Development, Technology and Compensation.  Read more...

James C. Bourke, CPA.CITP, CFF

Jim is a Partner, Member of the Board of Directors at WithumSmith+Brown, Red Bank, New Jersey and is Director of Firm Technology.  Jim has been a frequent speaker to many State CPA Societies, the AICPA and other organizations on topics specifically related to technologies. Read more...

Shayna Chapman, CPA.CITP

Shayna is the sole member of Shaynaco LLC, a CPA firm whose clients are small businesses and the individual. In addition to the accounting and tax work performed, Shayna works a tremendous amount on technology so that her firm and clients may reach their goals.  
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Felicia Cheek

Felicia Cheek has responsibility for The Hackett Group’s Global Payroll Advisory Program providing strategic insight, metrics and best practices to more than 100 multinational and local companies around the globe.  

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David M. Cieslak, CPA.CITP, CGMA, GSEC

David Cieslak is a Principal with Arxis Technology, Inc., a computer consulting firm with offices in Southern California, Chicago and Phoenix.  He specializes in cloud computing, mid-market ERP accounting software, information security. Read more...

Paul Dunn

Paul is a 4-time TEDx speaker. He is a Senior Fellow in one of the World’s Leading Think Tanks and holds a Lifetime Service Award to the Accounting Profession in the UK. He was honoured as a Social Innovation Fellow in his new home of Singapore.  Read more...

Alexandra DeFelice

As Senior Manager-Communications & Program Development for Moore Stephens North America, Alexandra is responsible for strategic communications between member firms -- both within North America and internationally -- and raising external visibility of firms and the association.  Read more...

Chris Farrell, CPA
Chris Farrell is CEO of Tallie​. He founded SpringAhead/Tallie in 2008 after 14 years in finance and accounting. Previously he was chief financial officer of Occam Networks, corporate controller of C-Cube Microsystems, and an auditor at Arthur Andersen LLC. Read more...

Michael J. Fleming
While building his reputation as a state and local tax nexus guru, Michael's primary responsibilities involve the oversight of those projects relating to nexus, exemption certificates, drop shipping, online selling, registrations and business licensing. 
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Toffer Grant
Toffer Grant is CEO and Founder of the PEX Card service, a corporate spend management solution used to budget and track employee spending. A 15-year veteran of the prepaid card industry, Grant previously served in key roles at TSYS Prepaid.  Read more...

Robin Hall
Robin Hall is the President and Principal Consultant at VARC Solutions specializing in QuickBooks training and consulting, and also QuickBase development. Robin's specialty is taking small and large business clients to the next level; and developing Solution Provider tools, most notably NAN Practice Manager  Read more...

Christopher Hamilton
Christopher Hamilton is a Group Product Manager at Intuit. Chris, who joined Intuit in 2013, has extensive experience building award-winning product experiences and previously led teams to introduce new core capabilities within QuickBooks Online, such as inventory management and empowering product-based companies to run their business on QuickBooks.

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DeAnn Hill
DeAnn is the owner of a small CPA practice in Southeast Kansas, DeAnn Auman Hill, CPA. The firm was founded in 1985. She holds the professional designations of CPA, PFS and CGMA. She, along with her staff, cater to closely held, family owned businesses by providing outside controller and consulting services, with a varied tax practice. DeAnn graduated from Pittsburg State University in 1980. Read more...

Brandon Houk
Prior to joining Avalara as Director of Accountant Programs, Brandon was a CPA working in finance and strategy for J.P. Morgan Chase. Brandon's job at Avalara is to provide programs, Resources and tools for CPA firms large and small that help simplify sales tax compliance for their clients

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Leslie Jorgensen

Leslie founded Supporting Strategies, a provider of outsourced accounting support services, in 2004. Supporting Strategies now has over 30 office locations across the U.S. serving hundreds of small business clients. Leslie has been providing operational support to small businesses since 1997, including the development and implementation of support infrastructure for several start-up organizations. Read more...

Andrew Johnson

Andy has a Bachelor of Science degree in Accounting and a Masters degree in Accounting with emphasis in Taxation from Brigham Young University. He began his career with Arthur Andersen. Andy was quickly promoted to Tax Senior further enhancing his tax research skills. Read more...

Karen Kerber

As a partner with KerberRose, Karen is responsible for providing audit, accounting and tax services to clients, as well as for quality assurance and providing technical resources and assistance to others within the firm.

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Mark Koziel, CPA, CGMA

Mark Koziel is Vice President – Firm Services & Global Alliances at the AICPA.  He oversees the development, ongoing improvement and delivery of services to members in PCPS/Firm Practice Management as well as International relations with various CPA related groups. 
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Gregory L. LaFollette, CPA, CITP, CGMA; Strategic Advisor, CPA.com

Greg is one of the most recognized and respected voices on technology within the accounting profession.  He has a broad background in the field, having spent time in private practice, as an executive with a top-tier technology vendor. Read more...

Marty McCutchen, CPA

As a CPA and a Certified Tax Coach, Marty provides proactive tax and financial planning for businesses and their owners. Being an entrepreneur like most of his clients, he understands the issues and difficulties of running a business.  Read more...

Gail Perry, CPA

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. She is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice.  Read more...

Chad Ridner

Chad Ridner is the president of Two Roads, an accounting firm in Knoxville, TN. The firm was recently named the top Firm of the Future by software producer Intuit after a nationwide search for accounting firms that use forward-thinking technologies to ensure long-term success and reshape the way they meet the needs of their small business clients. Read more...

Matt Rissell
 

Matt Rissell co-founded TSheets, his sixth successful startup venture, in 2006, after discovering a gap in the employee time tracking and reporting market.  Since then, the company has been named the Idaho Innovative Company of the Year and the #1 Best Place to Work in Idaho. Read more...

M. Darren Root, CPA, CITP
 

M. Darren Root, CPA, CITP, CGMA, is a long time practicing CPA and firm owner with more than 30 years of experience to his credit. As co-founder and CEO, he also leads the team at RootWorks wtih focused strategic vision to ensure its place as the premier education- and creative solutions-based organization for the accounting profession. Read more...

Doug Sleeter, President,
The Sleeter Group Inc.


Doug Sleeter (@dougsleeter) is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he has melded his two great passions. Read more...

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CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/