2022 SPEAKERS
Sona Akmakjian
Sona is a certified California CPA with 28 years of experience in transnational tax services and automation. Experience includes working for state agency administering sales and use taxes, Big Four accounting firm, tax software company and mid-market consulting firms. Sona has strong skills in areas such as strategic alliances, executive collaboration, M&A due diligence, project and product management with deep industry experience across multiple market segments including specific focus in enterprise segment.
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.
James C. Bourke
Jim is a Partner, Member of the Board of Directors and Management Committee at WithumSmith+Brown, is Director of Firm Technology and Managing Director of Advisory Services. Jim has been a frequent speaker around the globe to many Accounting Societies and International Accounting Associations, the AICPA, Industry Technology Organizations, Incubators, Co-Working Locations and others on topics specifically related to various accounting, tax and advisory services topics.
In Jim’s role as Managing Director of Advisory Services, Jim heads-up the Firm’s cloud solutions, business advisory, cyber, data analytics, info-security and transactional services initiatives for the firm.
He is Past President for the New Jersey Society of Certified Public Accountants and past Board and Council Member for the American Institute of Certified Public Accountants.
Jim has been continually named by Accounting Today as one of the Top 100 Most Influential people in the Accounting Profession and has been named by The CPA Practice Advisor as a Top Thought Leader in Public Accounting Technology year after year.
Jim Buffington
Jim is a CPA and leads the ProConnect Customer Council, supports Intuit’s E-file Security initiatives, and acts as the Customer Liaison for Intuit ProConnect, where he learns best practices from leading firms to share with the profession. Before joining Intuit, he was in public practice for a dozen years as a partner in an East Texas firm preparing oil & gas tax returns.
Jim used Lacerte & QuickBooks software in practice and loves improving processes and technology to drive productivity and better client experiences. Jim’s passion is helping Tax & Accounting Professionals lead with planning and advisory services to help power prosperity for businesses & families. You can find him teaching Tax Pro courses or in TaxProTalk, a video series for ProConnect customers. Jim is an Aggie, he has been with Intuit ProConnect for 17 years.
David Cieslak
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.
.png)
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.
Shayna Chapman
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. She also spends a lot of time volunteering on non-profit boards to make her community a better place to live and work. Shayna is a 2012 and 2014 CPA Practice Advisor Magazine Top 40 Under 40, as well as recognized by CPA Practice Advisor in 2014 as one of the twenty-seven Most Powerful Women in Accounting.
Colleen Duczynski
Colleen Duczynski is a Regional Manager with the Texas Comptroller of Public Accounts. She serves in a management-consulting role with Audit Managers conducting periodic reviews of division facilities and operations. She has 20 years’ experience with the Comptroller’s office starting as a Tax Auditor with primary experience in sales and franchise tax and later managing the Chicago audit office. Colleen earned her bachelor’s degree in accounting and master’s degree in taxation from the University of Illinois at Urbana-Champaign. The Texas Comptroller’s office provided her many opportunities where she is grateful to provide a public service while also utilizing her passion for accounting and taxation.
Sean Duncan
Sean M. Duncan, CPA is the president of SMD Consulting & Accounting and founder of Chief Proactive Advisors, LLC. built his reputation as a thought leader in the accounting industry by focusing on advising, teaching, and helping clients with proactive strategy and planning.
CPAs across the United States possess so much valuable knowledge about business, finances, AND taxes; but all too often they shy away from sharing their wisdom in a timely and actionable manner.
Over the last 25+ years, Sean has accumulated a diverse and unique set of credentials and knowledge that he shares through speaking at conferences and events, in private seminars, one on one with clients, and with his very talented team at SMD.
A recognized expert on comprehensive financial and business strategy, Sean M. Duncan, CPA has been a speaker at AccountingWeb Live, Insightful Accountant’s Future Forward, Scaling New Heights, and many other conferences. He is a member of ADP’s Accountant Advisory Council, and Ignitions Client Council.
He has contributed to Intuit’s Accountant blog, and is a frequent contributor to articles in The Dallas Morning News, Insightful Accountant and other publications and has made numerous appearances as a TV or radio show guest, and often speaks at conferences across the United States.
Sharrin Fuller
Sharrin Fuller is the CEO and founder of Glass Wallet and is a managing partner in multiple accounting and financial services businesses.
She is a prominent thought leader and speaker in the accounting and bookkeeping profession. She specializes in consulting on business strategy, human capital optimization, partnerships, and entrepreneurship.
After successfully starting, scaling, and selling her accounting and bookkeeping practice, Sharrin developed the Scalable to Saleable System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity from their teams.
Sharrin's straightforward, candid, and practical perspectives on what it takes to succeed in business combined with her real-world strategies for starting and successfully growing them into multi-million-dollar businesses make her an in-demand consultant and speaker.
In business since 2006, Sharrin has also created major partnerships with payroll, timekeeping, and benefits companies. She is an ADP Advisory Board Member and has consulted with many accounting and bookkeeping practices to help them maximize their financial, operational and human resources.
Scott Fleszar
Scott Fleszar, SafeSend CEO, is responsible for leading the SafeSend business overall and overseeing operational and growth strategies. He has a passion for fostering a dynamic work environment, promoting organization culture, and he truly believes that people are the company’s greatest strength. Scott’s focus is on driving continued product innovation, delighting customers, and developing a high performing leadership team. He has served the tax and accounting profession in various leadership roles at technology companies for more than 25 years. Scott is a customer advocate, has an affinity for the profession, and enjoys helping tax and accounting firms work smarter and elevate their client service.
Roman Kepczyk
Roman H. Kepczyk, CPA is Director of Firm Technology Strategy for Right Networks. Roman is responsible for helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows. Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2005 through 2017, CPA Practice Advisors Top 25 Thought Leaders from 2011 through 2019, and Accounting Today’s Most Influential People in Accounting thirteen times. He has also been named a most recommended Consultant 16 years, AT Top 100 16 years and CPAPA Top Thought Leader from 2011 to 2021.
Ed Kless
Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also facilitated the Sage Leadership Academy, a year-long program designed to assist Sage Software partners develop a continuous process of improvement in their organizations and serves as liaison to the Strategic Leadership Association.
Paul Lewis
Paul Lewis is the Director of Alternative Channels, US at Xero and joined the team three years ago after two years of running Franchise sales and Strategic Partnerships at Quickbooks. He really enjoys working with partners to evaluate and develop valuable end-user centric technology solutions and has over 15 years of experience scaling strategic partner led go to market strategies, solving unique customer challenges, and driving growth and differentiation through adoption of appropriate technologies. Outside of work Paul loves being involved in the lives and activities of his spouse of 16 years and their 6 children. A football junkie, he is currently 3 years into an ambition to attend a game at every NFL stadium. Paul also recently became a dog owner with the addition of a labradoodle named Rudy.
.png)
Mark Koziel
Mark Koziel became president and CEO of Allina Global in August 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). In addition to leading a team of twenty-nine staff members, he is responsible for strategic planning, financial performance, and the association's overall growth and success.
From the beginning of his career at a large local accounting firm in Buffalo, New York, to his tenure as Execitve Vice President of Firm Services at AICPA, Mark has been a leader and consistent advocate for CPA firms. Well known and highly regarded within the profession, he has appeared among the top 10 of Accounting Today's Top 100 Most Influential People in Accounting.
Becky Livingston
Becky Livingston is the President and CEO of Penheel Marketing, a NJ-based firm specializing in social media and digital marketing for CPAs. With over 25 years of marketing and tech experience, she is the author of “SEO for CPAs - The Accountant’s SEO Handbook” and the “The Accountant’s Social Media Handbook.” In addition to being a practitioner, she is a dog lover, an active on the Association for Accounting Marketing (AAM) social media committee, an adjunct professor, and a speaker/trainer. Learn more about Becky and her firm at https://Penheel.com.
Liz Mason
Liz is a CPA (Nevada and Arizona) by day and an adventurer by night. She graduated from the University
of Nevada, Reno summa cum laude with a Bachelor’s degree in Accounting and Finance (in 3 years
because, why not). Liz subsequently attended Arizona State University for a Master’s degree in
Information Management to satisfy her continued curiosity of technology and innovation. She attended
AICPA Leadership Academy in 2013 and credits the program with giving her a springboard for innovative
thinking. Liz is the epitome of a serial-entrepreneur having launched four successful brands in the
accounting, tax, and HR space: High Rock Accounting, Rebel Rock Accounting, Takle ,
and TheDepartment.Tax . Currently, Liz is focusing on building the Nucleus program inside of High Rock
to develop Nucleus Partners into technology-backed, badass advisors. Liz is the Strategic Editor for Tax
Practice News ensuring the tax community gets quality insights, news, and technology content for
advancing practices. She writes prolifically for other accounting publications as well, speaks on a
national stage frequently, and dedicates her time to educating and collaborating to elevate her industry.
Liz serves as a National Xero Ambassador to help advise the direction of technology in her industry and
bring best practices to firms on the brink of innovation. She believes in the power of humans and
focuses her ambitions on empowering her team to be better. When not in Phoenix, you can find Liz
traveling the world in search of adventure and enjoying different cultures with her husband and young
son.
Jackie Meyer
In a profession losing more accountants than gaining them, Jackie Meyer is passionate about innovating tax firms, as a 40 under 40 Honoree since 2018. We need practical but efficient change to increase recruitment, retention, sanity, and balance. The best way to do so is through changing our pricing modules to The ROI Method(tm), fixing our culture and workaholism tendencies, and sharing best practices that better every firm out there. As a CPA firm owner herself (2010-2022), founder of Certified Concierge Accountant training programs, and SaaS founder of TaxPlanIQ, she speak to tens of thousands of accountants every year on what is and isn't working and can recommend a transformational change to practices. She also hosts a Facebook group with thousands of “Accounting Firm Influencers" where they continue these discussions day to day.
Kalil Merhib
Kalil is the leader of CPA.com’s sales organization and is responsible for developing and executing go to market sales strategy across the organization’s product and services business lines to the CPA profession and adjacent professional markets. Under his leadership, CPA.com’s sales capacity has expanded to drive deep engagement with the Big 4, Top 100 CPA firms, and small and mid-size firms spanning Client Advisory Services, Sales and Use Tax, and Audit and Assurance practice areas. After earning a B.S. in Food Industry Management from Michigan State University, Kalil worked as an Account Representative with Thomson Reuters Tax & Accounting. Kalil's ambition and determination led him to join the CPA.com team in 2011 as a Strategic Account Manager. After consistently outperforming goals and having demonstrated exemplary leadership and vision, he transitioned into Enterprise Business Development and led the launch of CPA.com’s RIVIO Clearinghouse. His extensive knowledge of technology, leadership, and strategic management trends in the accounting profession has situated him in high demand for speaking engagements across the nation, allowing him to share vital insight and information to accounting professionals. In 2017, Kalil was recognized by CPA Practice Advisor as a Top 20 under 40 Superstar for his influence and contribution to the visible change in the accounting profession
Enrico Palmerino
Enrico Palmerino is the founder and CEO of Botkeeper, which provides accountants with an automated bookkeeping platform using human-assisted machine learning and AI. Botkeeper's platform delivers the fastest, most accurate, and low-cost bookkeeping available to accounting firms seeking a scalable CAS solution for their clients.
Botkeeper has raised $90M from marquee investors and serves several thousand companies and 80+ accounting firms, processing 40M+ transactions per quarter.
Enrico also serves on the Board of OnProcess Technology and Fidelity Bank and is an investor and advisor in several prominent tech companies. He has been recognized as one of the Top 100 Most Influential People in Accounting, Top 30 Most Inspiring Business Leaders, and 2020 Golden Bridge Entrepreneur of the Year.
Prior to Botkeeper, Enrico was co-owner and Managing Director of SmartBooks, a cloud accounting firm which grew from 6-40 employees in 3 years before he was bought out in 2015 so he could launch Botkeeper.
Early in Enrico’s career he was ranked 2nd among Bloomberg’s Top 25 Entrepreneurs Under 25 in recognition of his co-founding of ThinkLite. Enrico grew ThinkLite from a dorm-room startup to $8.5M ARR before graduating college and successfully exiting the venture.
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.
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 Bachelor's Degree in Economics from Baylor University and a Master of Business Administration from Southern Methodist University. Jeff lives with his family in his hometown of Pensacola, FL.
Nadia Rodriguez
Nadia Rodriguez is a Senior Tax Analyst Programmer at Intuit where she is part of the team that builds
the Lacerte and ProConnect Tax Online professional tax software for individual and business tax.
Nadia earned her CPA license in 2009 and Masters in Taxation in 2007 from the University of North Texas. At Intuit, Nadia is also an instructor for their training and tax education program. Nadia has experience in Public Accounting where she performed tax planning projections and prepared tax returns for high networth individuals and different types of businesses. She is an active CPA that continues to assist taxpayers with tax compliance and advisory services.
Nadia has a passion for sharing her knowledge with others, from helping her son and daughter find the
common denominator in fractions to teaching her peers about the latest tax law changes and industry
insights. Lips is an entrepreneur and accounting industry leader.
Darren Root
Darren Root, CPA, CITP, CGMA, is the founder of Rootworks and serves as Chief Strategist for Right Networks. Having managed his own CPA firm for more than 30 years, Darrens's vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. Darren has earned numerous awards and continues to contribute to the profession with books, articles, podcasts and shows. His many accolades and accomplishments include:
-
Top 100 Most Influential People award (10 consecutive years and counting)
-
CPA Practice Advisor's Top 25 Thought Leader Award
-
Author of The Intentional Accountant
-
Co-author of The E-Myth Accountant
-
Creator of the Better Every Day with Darren Root Podcast
-
Creator of What's Next and When show
Jennifer Scott
Jennifer Scott leads the team at HireEffect™ as Founder, CEO, and Chief People Officer. Moving from corporate roles in Human Resources to becoming a self-employed solopreneur, to owning and running a growing multi-state consulting firm, Jennifer brings a unique view to small business leadership.
Jennifer founded HireEffect™ in 2007 to support small and mid-sized companies in all areas of talent acquisition, including hiring and onboarding. In 2018, after an unexpected curve on the road to success, she expanded HireEffect’s business consulting suite to include outsourced bookkeeping as well as accounting and human resources technology advisory and implementation services.
With more than 25 years of experience working with leaders, Jennifer runs her business with a "People First – Technology Forward" approach. Her specialties include employing Conscious Business and Positive Leadership tools to improve employee engagement and retention and helping companies create and sustain the kind of culture that attracts top talent.
Jennifer leads a virtual team serving the entire US with employees in Texas, New York, Connecticut, and Florida.
Michael A. Smith
Michael is a proven leader, certified public accountant and seasoned tax professional with strong traditional income tax compliance, planning and consulting experience spanning nearly three decades. He has serviced both large and middle market clients with his complementary skill set in big data analytics, accounting, tax compliance. He also maintains strong skills in budgeting, finance and general operations leveraging current methodologies from professional best practices, educational backyard and related work experience. He has extensive knowledge in both statutory credits and negotiated incentives expanding companies nationwide across various industry sectors including an in-depth knowledge of the expanded Research & Development Credit under the P.A.T.H Act of 2015.
Michael actively participates in ADP's corporate initiative to establish strategic alliance wiht key business partners to deliver expander services and offerings that are complementary to ADP's Tax Credit Services business unit. These partnerships include offerings in research in research & development credits, property tax, sales & use tax and solar credits. Using new data analytic tolls and information, he continues to consult a broad range of industries on opportunities to maximize available tax and financial benefits available to them through statutory credits, grants and other cash and non-cash incentives.
Donny Shimamoto
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.
Claire Van Holland
Claire Van Holland is a 50% left brain, right brain split and is equally creative as she is analytical. She has an extensive career building financial projections, budgets & analyses for corporate media. In 2011, she and her husband Aaron co-founded a furniture & home goods business, Karvd Walls, out of a shared love for interiors and beautiful design. After learning the operational challenges of being a small business owner, she applied her corporate finance & operational expertise to help streamline Karvd Walls. It was from this that the idea for her practice, the CV Ledger, was born. Today Claire works closely with other creative based business owners, empowering them to take better control over their finances and make more informed business decisions through accounting management, business operations and strategic advisory. It is her life’s mission to change and empower the way society thinks and talks about money through her latest project Naked Finance, which seeks to provide and connect people with the necessary resources to provide education, training and support in all the areas of finance that are needed most.
Garrett Wagner
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 other's growth.
Specialties: CPA, CITP specializing in helping business owners achieve personal and professional success.
Kelly K. Welter
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.
She worked at two local firms in Oregon before moving to Las Vegas in 2002. She then worked as the tax manager at a local firm until going out on her own in 2005 and opened KKW & Associates, Inc. in Las Vegas, Nevada. In 2011, Kelly merged her firm with another local firm, Serl & Keefer CPAs, to form Serl Keefer Welter CPAs, LLP. The firm specializes in individual and business taxation as well as business consulting.
Kelly is a member of the American Woman’s Society of Certified Public Accountants, the Nevada Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Accounting & Financial Women’s Alliance, the Las Vegas Metro Chamber of Commerce, and the Las Vegas Leaders Chapter of BNI. She also recently joined the American Institute of Certified Public Accountants Women’s Networking Group.
She currently serves on the Women’s Initiatives Executive Committee for the American Institute of Certified Public Accountants, is the National Treasurer for Moms In Business Enterprises, Inc., and is the National AICPA Liaison and National VP Communications for the American Woman’s Society of Certified Public Accountants.
In the past, Kelly has served in multiple positions on the National Board for the American Woman’s Society of Certified Public Accountants including National President in 2013-2014. She has also served as the Moms In Business Network Southern Nevada Leader, as Treasurer for Boys Hope Girl Hope – Nevada, as Treasurer for GNJ Family Life Center, and as Treasurer of the Rotary Club Las Vegas Summerlin.
Kelly currently lives in Las Vegas with her husband and four children. She spends most of her free time at baseball games, at dance competitions, playing with her dog, and educating on health and wellness using essential oils.
Justin Watkins
Justin is a Senior Tax Analyst with a Miami-based tech company that created an application that connects individuals and business taxpayers to contracted CPAs and EAs to prepare their income tax returns. Justin is involved as a technical resource to the business-to-consumer and business-to-business service lines. He has nearly a decade of public accounting experience serving small and middle market business clients at both small and large public accounting firms. Justin has experience in various industries and tax specialties, such as international tax, state and local tax, corporate tax, small businesses, and individual tax. During the pandemic, Justin consulted with clients to assist them with PPP & EIDL loans, PPP loan forgiveness applications, and advised individuals and businesses of the tax implications as a result of the ongoing changes in tax legislation.
Sandra Wiley
Sandra 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 focuses her expertise with clients in the areas of Strategic Planning, Facilitation and teaching. Her role includes serving as co-director of many Boomer communities which include the Boomer Managing Partner Circle, the Boomer Talent Circle, the Boomer Technology Circles and the Boomer Business Transformation 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 a co-developer of the Boomer Certified Consultant Program and facilitates regional and on-site sessions throughout the country. She is also a founding member of the CPA Consultant’s Alliance.
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 Boomer, she worked for over 16 years in the financial services industry in human resources, marketing/sales, training and business development, widely regarded within the profession, she has appeared among the top 10 of Accounting Today's Top 100 Most Influential People in Accounting.