2018 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...

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Ray Bigley

In his current position at Avalara, Ray is responsible for Avalara’s strategic relationships with the Accounting community. He has over 25 years of management and organizational experience in technology and software organizations.  Read more...

Gary Boomer, CPA.CITP

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...

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. Read more...

Mike D’Avolio, CPA

Mike D’Avolio, CPA, JD, Senior Tax Analyst, has worked with ProConnect™ Lacerte® at Intuit® since 1987. He monitors legislative and regulatory activity, serves as a government liaison. Read more...

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Damien Greathead, VP of Business Dev., Receipt Bank
 

Damien is the Vice President of Business Development for North America at Receipt Bank. He’s responsible for building Receipt Bank’s accounting channel in the United States and Canada. Damien works with “Top 400” accounting firms who want to build a scalable client accounting ... Read more...

Tate Henshaw
 

Tate has always been obsessed with problem-solving.  It led him to major in mathematics at the University of Georgia, which led him to Polay+Clark.  Whether it's helping design a proprietary royalty database, integrating a cloud-based merchandise fulfillment system for a Grammy-Winner, or running a Net Present Value calculation on a contract proposal for a NBA All-Star, he's yet to come across a problem he can't solve.  Read more....

John Higgins, CPA.CITP, Owner, CPA Crossings LLC

John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals to leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology...  Read more...

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Andrew Johnson, CPA

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...

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.  Read more...

Kacee Johnson

With 10 years of hyper-focused experience in accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics including business development, marketing, sales and cloud solutions at Accounting, Business, Legal and Technology conferences globally. 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...

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...

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... Read more...

Byron Patrick, CPA.CITP
 

He started as a staff accountant at a small firm that was going through a technology upgrade. Byron was the go-to guy when it came to the changes. By the time he left the firm, he was running the technology department. Byron loves accounting, so he took a job as an auditor at a larger firm to get back to his roots. Within a year, technology caught up with him again as he was promoted to the director of IT for his new firm.

Carl Peterson, CPA
 

Carl Peterson, CPA, is Vice President of Small Firms at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. In this capacity, he meets with small CPA firms regularly to understand their issues and represent these firms from an advocacy and firm development perspective. 

Gail Perry, CPA

Gail is the editor-in-chief of CPA Practice Advisor and the facilitator of two notable think tank groups within the accounting profession: The CPA Practice Advisor Thought Leader Symposium, and the Young Leaders Accounting Think Tank. She is a well-known speaker at national accounting conferences and the author of more than 30 books on tax...Read more...

Sean Stein Smith, CPA, Ph.D.

Sean Stein Smith, Assistant Professor at Lehman College, City University of New York, is the co-host of the Entrepreneurial CPA show, and a recognized expert in the intersection of blockchain and accounting. He was a member of the 2017 AICPA Leadership Academy, and was named a 40 under 40 by CPA Practice Advisor in 2017.

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Lindsay Stevenson, CPA, CGMA

Lindsay is vice president of finance & tax at 1st Financial Bank USA in South Dakota, and the CEO/Founder of Origin Evolution. She is involved in a number of committees at the AICPA, South Dakota CPA Society, and Arizona Society of CPAs in addition to joining the AICPA General Council in 2018.    Read more...

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Matt Towers, Product Marketing Manager, CPA.com

In his current position, Matt is responsible for managing the CPA.com assurance product line. Matt has over 18 years of experience working in the tax & accounting technology industry with a specific focus in accounting & auditing technology and process. Having worked with thousands of accounting firms over the years... Read more...

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.  Read more...

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Bob Wang, CPA, CA
 

Prior to starting Legacy Advantage, Bob worked at KPMG Enterprise, the private client services branch of  KPMG. There, he performed many small audits, reviews, compilations and tax returns. Read more...

Ryan Watson
 

Co-founder and principal of Upsourced Accounting, a tech-enabled accounting practice in Columbus, OH, and head of finance and operations for Ahalogy, a Cincinnati-based startup focused on content and influencer marketing for Fortune 500 marketers. Ryan is a seasoned entrepreneur with deep experience in the fields of finance and accounting.  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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