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Aaron Berson
 

Aaron holds roughly ten “YouTube Diplomas”. Currently, he is studying engineering and mechanics rebuilding his car’s engine. 
  

He enjoys breaking new technologies, reading product roadmaps and FASB guidelines to help him sleep at night. 
  

You will often find him chasing a squirrel or two and attending networking events enjoying nerdy conversation and a glass of Balvenie, neat. 

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Gary Boomer

L. Gary Boomer, Visionary & Strategist of Boomer Consulting, Inc., is recognized in the accounting profession as the leading authority on technology and firm management. He consults and speaks around the globe on several topics including strategic and technology planning; mindset, skillsets and toolsets for the future; change management and developing a training and learning culture. He also acts as a planning facilitator and coach to some of the accounting profession's top firms. 
  

Gary is the creator of The Boomer Technology Circles and the Boomer CIO Circle, through which he helps firms bridge the gap between technology and practice management and prepares technology professionals for a seat at the management table by developing their business and IT acumen.
  

A prolific author, Gary is the author of multiple books and a contributor to several Boomer Advantage Guides, including those on strategic planning, change management, client filtering, attraction and retention, mobile data security and privacy, succession planning and value pricing.

He is also a regular contributor to Accounting Today and has been published in several online and print industry publications, including the Boomer Bulletin™, a newsletter with worldwide circulation.

In addition to consulting with hundreds of accounting firms, he has counseled companies such as IBM, Microsoft, Intuit, Wolters Kluwer, Sage, XCM, Expensify and Thomson Reuters on the design and marketing of accounting related software. He continues to consult with many industry technology providers to better serve the needs of the CPA profession and their clients.

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David 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, the Windows operating environment, systems development and project management.

Mr. Cieslak is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation. He is an active participant with the CalCPA State Technology Committee. He is past chairman of the CalCPA State Technology Committee, former member of the AICPA Information Technology Practices Sub-Committee and previously served on the Information Technology Alliance board of directors. He is a member of various other AICPA and CalCPA planning committees for courses, conferences and computer shows.

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Alexandra DeFelice

Alexandra DeFelice is the Director of Marketing and Business Development for Payne & Fears LLP in Southern California. She has more than 20 years of diverse business development, coaching, and communications experience. Prior to joining Payne & Fears, Alexandra worked for a large regional law firm in Portland, Oregon, where she served as a business development manager for two of the firm’s six core industry groups. She previously served as senior manager for the North American headquarters of an international group of accounting firms. She worked as a journalist for the first decade of her career, including as an editor and reporter for Accounting Today, Accounting Tomorrow, Accounting Technology, Journal of Accountancy and Growth Strategies, a publication of the Association for Accounting Marketing.

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Jason DeShayes, CPA, CGMA

Jason Deshayes, a seasoned certified public accountant with more than 17 years of experience providing tax accounting and consulting services to individuals, dental and medical practices, and closely held businesses. Jason is the Director of Tax Planning for Cook Wealth Management Group, in Raleigh, NC.  His areas of specialty include outsourced accounting, business accounting and financial consulting, succession planning, individual financial consulting, charitable gift planning, and personal and business income tax. And prior to joining Cook Wealth, Jason was a senior manager in the firm services team for the Association of International Certified Professional Accountants. And he also previously served as vice president and partner of Butler and company CPAs and Albuquerque, New Mexico based accounting firm.

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Jackie Meyer, CPA

Jackie Meyer, CPA is President and Founder of Meyer Tax Consulting LLC in Southlake, Texas, specializing in tax strategy for Execs that provides a high return on investment. As a Certified Tax Coach, she offers concierge tax and accounting services to assist clients with anything from income shifting strategies to managing a family business in QBO. Her virtual team operates from Texas to Hawaii and the firm stays on the cutting edge of technology working closely with industry leaders like Intuit while also being an international Firm of the Future runner up for 2017. Jackie is a proud participant of the prestigious Intuit ProConnect Tax Council for the 2016-2019 years, while also being a top-rated speaker on tax and technology. Jackie's passionate about growing charitable legacies, while spending free time with her two small children, her husband and their two dogs.

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Gail Perry

Gail Perry is a CPA and the editor-in-chief of CPA Practice Advisor magazine. She has been advising the profession for almost 20 years as an accounting journalist in addition to being a well-known public speaker, trainer, and the author of more than 30 books (including Mint.com For Dummies; Surviving Financial Downsizing: A Practical Guide to Living Well on Less Money; and, most recently, The Idiot’s Guide to Introductory Accounting). Gail facilitates two think tanks for the accounting profession – the Accounting Thought Leader Symposium and the Young Leaders Accounting Think Tank. She is also the creator of Ensuring Success, a unique annual conference that brings leaders of the profession together to offer continuing professional education to thousands of accountants from the comfort of their own offices or homes. Gail is a member of the AICPA’s Personal Financial Planning Executive Committee and the creator of a workshop for CPA.com designed to help tax accountants advance their practices to include personal financial planning services. Gail also maintains a small tax practice where she serves real estate agents and performing artists, and she has taught an online financial planning course for more than 10 years. Gail is a graduate of Indiana University where she earned her bachelor's degree in journalism. After returning to school to study accounting at Illinois State University, Gail earned her CPA and worked for Deloitte's Chicago office as a state and local tax specialist. She is a former tax columnist for the Indianapolis Star newspaper, has been a community college adjunct accounting professor, and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

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Jeff Phillips

Jeff Phillips is an entrepreneur and accounting industry leader.    He is CEO of Padgett Business Services, one of North America’s largest accounting service and business consulting providers.  He also is a Co-Founder of Accountingfly, the accountant hiring platform for remote talent.  Jeff was previously with Monster.com where he delivered recruitment solutions for Fortune 500 companies such as Verizon, H&R Block, and Shell. He was named among the Top 100 Most Influential People by Accounting Today for 4 years.  Jeff has a Bachelors Degree in Economics from Baylor University and a Masters of Business Administration from Southern Methodist University.   Jeff lives with his family in his hometown of Pensacola, FL.

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Laura Redmond

Laura Redmond, awarded 2019 Top Client Accounting Services ProAdvisor, is the CEO of Redmond Accounting Inc (RAI).  Founded in 2005, RAI is a boutique accounting firm providing client accounting, advisory, and consulting services centered around QuickBooks Online and its eco-system of apps. Laura created Aero Workflow, an app used by accounting firms to distribute their knowledge capital, delegate work to a distributed workforce, and manage service delivery.  Laura co-authored many of Intuit’s QuickBooks Online certification programs and presents sessions at national accounting technology conferences.

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Richard Roppa

Part forward-thinking problem-solver, part technically-minded marketer, and part space enthusiast, Intellectual Handyman Richard Roppa-Roberts believes that the key to a better world lies in working collaboratively to grow. Richard is a highly-sought-after business and solutions coach at the helm of Quasar Cowboy, a strategic consulting firm dedicated to helping accounting and bookkeeping firms in their reach for (and grasp of) the stars.  Quasar Cowboy helps accounting firms with technology, workflow, engagement process, and long-term planning.

Richard founded and leads Not the Only One Roundtable, a community of ProAdvisors and Accounting Professionals working together to change the world through collaboration and technology. Quasar Cowboy expanded their Roundtable offerings this year to include an Ecosystem Apps Roundtable, and a graduate style series for small accounting firms called Get Out of Your Own Way Roundtable - and they are helping business owners do just that! Richard is no stranger to speaking to an accounting audience - he is one-third of the hosting team on The QBO Show and he has spoken at numerous conferences including QuickBooks Connect, Scaling New Heights, Plug In The Power of QuickBooks, and most recently Taking Your Firm Virtual. In 2020, Richard and his business partners opened Totally SEO, an SEO strategy firm that works specifically with accountants, apps, and others in the fintech space.

In his spare time, Richard can be found in beautiful Palm Springs with his husband of 20 years and their three cats as they shop for the best mid-century finds.

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Donny Shimamoto, CPA.CITP, CGMA

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm focused on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.​

Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery.

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Garrett Wagner - CPA, CITP

As an emerging leader in the CPA landscape and an expert at understanding the new millennial generation, Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods.

Garrett works with CPA firms across the country helping them to implement lasting change by understanding the unique needs of each organization.

Garrett specializes in corporate taxation and can successfully implement ideas and change by using his communication style to get support from key members of the Firm. With his ability to think outside the box, develop procedures, and train staff it has allowed Garrett to have tremendous success in bringing about lasting change.

Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders and understanding the shift in the profession to providing value added consulting services, that Firms can obtain long lasting success.

Started the LinkedIn group Innovating Trailblazers to provide support for the next generation of leaders by allowing them to share ideas, frustrations, and support each others growth.

Specialties: CPA, CITP specializing in helping business owners achieve personal and professional success.

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Sandra Wiley

Sandra Wiley, President of Boomer Consulting, Inc., is a leader in the accounting profession with a passion for helping firms grow, adapt and thrive. She is regularly recognized by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her expertise in leadership, management, collaboration, culture building, talent and training.

Sandra developed the P3 Leadership Academy and hosts regional training sessions throughout the country. She is also a founding member of The CPA Consultant’s Alliance and a certified KolbeTM trainer, advising firms on building balanced teams, managing employee conflict and hiring staff.

Sandra’s role at Boomer Consulting, Inc. includes serving as co-director of the P3 Leadership Academy as well as the Boomer Managing Partner Circle , the Boomer Talent Circle and the Boomer NextGen Leader Circle . Her years of experience and influence as a management and strategic planning consultant make her a sought-after resource among the best and brightest firms in the country.

Sandra is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor. She is a popular author, bringing penetrating conversations to many online and print publications including Accounting Today, Accounting Web, ADP Thrive, the Journal of Accountancy’s Career Insider, and Intuit’s Firm of the Future.

In 2013, Sandra penned The Journey Ahead: A New Roadmap to Collaboration in Your Firm (available on Amazon). In 2015, in partnership with the AICPA, Sandra wrote The Engaged Employee: 10 Initiatives for Successful Firms (available in the AICPA Store).

Prior to joining Boomer, Sandra worked for over 16 years in the financial services industry in the areas of human resources, marketing/sales, training and business development.

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Amanda Wilkie

Amanda Wilkie, Consultant at Boomer Consulting, Inc., has a computer science background, but she’s not your average geek. With two decades of technology experience, Amanda has spent 13 years driving change and process improvement through innovative technology solutions working across firms of varying sizes in the public accounting profession. She has held strategic leadership positions in firms ranging from Top 50 to Top 10 including her most recent role as CIO of a Top 30 firm.

Amanda is a recognized expert in the profession as a Lean Six Sigma Green Belt and Certified Blockchain Solution Architect. She regularly speaks and writes on process improvement, blockchain and cryptocurrency and their impact on the profession.

Awards and Recognition's:
Selected to speak at AICPA Engage conference 2015 – 2019
Certified Project Management Professional (PMP)
Microsoft Certified Solution Associate (MCSA)
Lean Six Sigma Green Belt
Certified Blockchain Solution Architect

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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/