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Andrew Argue
 

Andrew Argue, CPA, is the CEO and founder of Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Argue works to help tax and accounting firms increase their revenue and profitability through tax planning.

Argue founded Corvee with the goal to create a road map for tax and accounting firms to make the transition from compliance to advisory services. Since then, the company has launched first-of-its-kind tax planning software to give accounting firms and tax professionals the ability to formulate a tax savings calculation, develop a proactive and strategic tax plan and be the trusted advisor clients need.

Prior to Corvee, Argue founded AccountingTax.com (now Corvee) and The Bean Counter (acquired by Roger CPA Review), and worked as an auditor at PwC.

Argue has been named twice on Accounting Today’s Top 100 Most Influential People in Accounting – Ones to Watch list. He has a Master of Accounting and a Bachelor of Science in accounting from University of Tampa. He also holds Series 7, Series 66 and Certified Public Accountant licenses.

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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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James C. Bourke, CPA.CITP.CFF.CGMA
 

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 Technology Advisor as a Top Thought Leader in Public Accounting Technology year after year.

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Chris Brown

Some people think that being a CPA means I am a numbers person. In reality, I am a people person. I work with people every day. Growing up a preacher's kid I was taught to look for opportunities to be a servant leader. I still strive to look for those opportunities each day. Whether as a CPA, worship leader, husband, father, or fiend, these truths hold firm. Serve people. Love people.

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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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Andrew Hatfield - Chief Growth Officer

Andrew leads revenue growth, strategic partnerships, and defining SafeSend’s long-term priorities and
agenda. He is a recognized industry speaker and thought leader, and enthusiast for emerging
technologies that impact tax and accounting firms. Andrew focuses on market dynamics, customer
feedback and needs, and profession trends with an eye toward identifying new pathways to growth. For nearly two decades, Andrew has lent his automation technology expertise and deep domain knowledge of the profession to help create innovative software solutions – each providing exponential efficiency gains for tax and accounting professionals.

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Roman Kepczyk

Roman H. Kepczyk, CPA is Director of Firm Consulting 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.

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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.

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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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Byron Patrick, CPA

Byron Patrick, CPA, is vice president of growth and success at Botkeeper where he works with organizations to bridge the knowledge gap between accounting and technology. As co-writer, Patrick has contributed to the Journal of Accountancy Tech. He is a member of AICPA Council and PCPS Executive Committee and was previously a member of the Information Management and Technology Assurance Executive Committee, the Future of Peer Review task force and the CPA Ambassador program.

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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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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.