2016 Speakers

Elizabeth Adams

Elizabeth Adams manages Dallas-based consulting firm Links Advisory, offering outsourced controller and CFO services for emerging companies with ten or fewer employees.  Elizabeth and her team help business owners use their financial data to make real-time, informed... Read more...

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...

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...

Joe Carufe

Joe Carufe officially joined the Two Roads team in June of 2011 to build the systems that would allow the company to scale and serve more business owners. Joe was promoted to the role of President of the firm this month.
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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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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...

Karen Collom, CPA

Karen is a Certified Public Accountant in North Texas. She is a QuickBooks Certified ProAdvisor. She graduated with her Master’s Degree in Accounting and Auditing from the University of North Texas. She has been the owner of...Read more...

Jason Deshayes, CPA, CGMA

Jason has been serving clients since 2003, providing tax, accounting and consulting advice to individuals and closely-held businesses, with a focus on professional services, medical and veterinary practice...  Read More...

Donna Galatas

Besides having a great sense of humor and down-to-earth approach, Donna, co-founder and CEO of The Galatas Group, LLC, is an accomplished HR professional with 20+ years of experience in the tactical and strategic aspects of human resource management.  Read more...

John Hagan, JD

John is an HR attorney who practices nationwide employment law.  He is Board Certified in Texas Labor and Employment Law. He is ranked by his peers to be in the top 5% of all lawyers... Read more...

Robert R. Harris, CPA, CFF, FCPA

Robert R. Harris served as Chairman of the American Institute of Certified Public Accountants for 2009-10. Harris has served the AICPA in many capacities and was awarded the AICPA Gold Medal Award of Distinction in 2014. Read more...

Tom Hood, CPA.CITP, CGMA

Tom was named the second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time). Linked-in recruited Tom as one of their Top 150 Influencers and he was named to the Top 25 Influencers in Learning by HR Examiner.  Read more...

Chris James, JD

Chris currently serves as General Counsel to James Management Group, an accounting and tax firm located in Frisco, Texas.  JMG performs ProConnect services accounting, and various back-office support... Read more...

Gregory L. LaFollette, CPA, CITP, CGMA

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 and as an editor...  Read more...

Peter Margaritis, CPA

Peter A. Margaritis, CPA is an author, blogger, podcaster, educator and humorist who helps accounting and finance professionals become better communicators through improvisation.  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...

Jim McGinnis

Jim McGinnis is vice president of product management for Intuit’s ProConnect Group, responsible for Proseries, Lacerte, ProConnect Tax Online, Canada’s ProFile, and related solutions to enable tax and accounting professionals to prepare clients' taxes. Prior to his current role, Jim led Intuit’s Accountant & Advisor Group... Read more...

Kalil Merhib
Kalil is responsible for maintaining relationships and coordinating CPA.com’s sales activity within national CPA firms. He also oversees business development activities for CPA.com’s RIVIO Clearinghouse, as well as other emerging practice areas for CPA firms.

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Jorge Olavarrieta

Jorge Olavarrieta is a Director of Product Management within Intuit’s ProConnect Group.  For the past 21 years, Jorge has closely partnered with tax and accounting professionals to help develop solutions that drive efficiencies and better...  Read more...

Dave Olsen, CPA

Dave established NorthStar Payroll on the foundation of 35 years of CPA, CFO and accounting industry expertise.  His company provides payroll and employee management solutions to help clients improve operations.. 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...

Shane Ratigan, JD, LLM

Shane Ratigan began his career as a self-employed business owner. After 10 years in the motorcycle business, he earned a B.S. in Accounting and a B.S. in Business Administration at the State University of New York. He earned his Juris Doctorate at Syracuse University College of Law... Read more...

Amy Vetter, CPA.CITP, CGMA 

Amy Vetter, CPA.CITP, CGMA is the Global Vice President, Education & Head of Accounting, USA at Xero. She is accountable for developing and executing the education strategy for Xero worldwide, through Xero University (XeroU).  Read more...

Kelly Welter, CPA 

Kelly K. Welter, CPA has worked in public practice since graduating from Oregon State University and Agder Business College in Kristiansand, Norway in 1994 where she received dual bachelors' degrees in Accounting and International Business. Read more...

Geni Whitehouse, CPA.CITP

Geni Whitehouse divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting. She believes everyone has something interesting to say and wants to help them say it. She is regular speaker at CPA and Technology conferences around the country...  Read more...

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