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Nick Adamy
- Managing Director
- Adamy Valuation
Nick Adamy is a Managing Director and Shareholder of Adamy Valuation. He has extensive experience providing valuation, financial advisory, and expert witness services to private and public companies, business owners, corporate finance executives, investors, trustees, and attorneys for a variety of purposes.
He has advised clients on transactions and cases involving mergers &...
- nadamy@adamyvaluation.com
- 616-284-3702
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Nellie Akalp
- CEO and Co-Founder
- CorpNet
Nellie Akalp is an entrepreneur, business expert, professional speaker, published author, and mother to four amazing kids. Nellie has dedicated her entrepreneurial career to helping other entrepreneurs and business professionals succeed at business ownership.
As CEO and Co-Founder of CorpNet.com, she has helped more than half a million small businesses and licensed professionals get their businesses and clien...
- info@corpnet.com
- +1 888 449 2638
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George Azih
- Founder & CEO
- LeaseQuery
George Azih Is LeaseQuery’s Founder and CEO. Prior to founding LeaseQuery, George worked in Technical Accounting and Accounting Research for a Fortune 500 company, specializing in lease accounting, debt modifications and hedge accounting. Prior to that, he worked in a CPA firm specializing in audits of financial institutions (banks and insurance companies). He holds a Bachelor's degree in accounting from...
- george.azih@leasequery.com
- (800) 880 - 7270
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Fanny Barrientos
- Digital Marketing Expert
- CPA Site Solutions
Fanny Barrientos has been the digital marketing expert at CPA Site Solutions for over 3 years. Ms. Barrientos is an expert in helping CPAs develop engaging social media content while maximizing their firm's online visibility through search marketing efforts. She graduated from the University of Utah with a Bachelor’s of Science in Marketing. In her spare time, she likes to watch Game of Thrones, crochet,...
- fanny.barrientos@cpasitesolutions.com
- (800) 896 - 4500
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Roger Batista
- Payroll Practice Consultant
- Accountants World
Roger Batista is a practice development consultant at AccountantsWorld. Roger brings over 15 years of experience in helping accounting firms develop and strengthen their payroll processing services by incorporating more advanced software tools and processes.
- rbatista@accountantsworld.com
- (888) 999 - 1366
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Liz Briggson
- Team Member & Speaker
- Encoursa
Liz Briggson joined the Encoursa team in 2017, bringing a unique mix of accounting, finance, and sales experience. A self-described lifelong learner, Liz is passionate about education and helping people reach their potential.
Liz's corporate finance experience includes progressive finance roles with Kellogg Company, Amway, and Open Systems Technologies. At Amway, Liz was responsible for manage...
- liz@encoursa.com
- +1 616 558 5646
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Jaime Campbell
Jaime Campbell, CPA, MBA, CGMA, CTT, MCT is co-owner of Tier One Services, LLC, an outsourced accounting firm supporting small businesses and CPAs across the country. After starting her career in tax and audit, she now loves to deliver financial clarity to CEOs and CFOs via dashboards & financial models - and deliver massive time savings to CPAs. Jaime was selected as a Woman of Note by the NJ Society of CPAs for &...
- jcampbellcpa@tieroneservices.net
- (704) 837 - 0185
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Jim Cline
- Founder
- Excel CEO
Mr. Cline graduated with a Bachelor’s Degree in Accounting and Taxation from the University of Houston in 1989. His first job was at Arthur Andersen where he worked in the Tax and Real Estate Appraisal departments. After seven years with Arthur Andersen, Mr. Cline became the Manager of Revenue Services at Service Corporation International (SCI), the largest funeral home and cemetery consolidator in No...
- Jim.Cline@excelceo.com
- (713) 481 - 6515
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Gary Cokins
- Speaker
- Encoursa
Gary Cokins is an internationally recognized expert, speaker, and author in advanced cost management and performance improvement systems. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina. Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA from Northwestern University’s...
- gcokins@garycokins.com
- +1 919 720 2718
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David Cristello
- Founder and CEO
- Jetpack Workflow
David Cristello is the Founder & CEO of Jetpack Workflow, a leading Recurring Client Management (RCM) System for Accounting Firm Owners. He’s also the host of Growing Your Firm Podcast, which has been featured by Accounting Today, has over 70K downloads, and features strategies on how top practitioners are growing their firm. Prior to Jetpack Workflow, he was a growth consultant to SMB’s across 15 indus...
- david@jetpackworkflow.com
- (888) 445 - 3735
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Gerri Detweiler
- Head of Market Education
- NAV
Gerri Detweiler is Head of Market Education for Nav, the only website that gives business owners free business and personal credit scores. She's been helping individuals and small business owners navigate the confusing world of credit for more than twenty years, and trains tax and small business advisors to help their small business clients successfully build credit and increase access to capital. She is the coauth...
- gerri@nav.com
- (855) 226 - 8388
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Lynzey Gibbons
- Manager
- Adamy Valuation
Lynzey Gibbons joined Adamy Valuation in 2013. She provides closely-held businesses and their owners with valuation and financial advisory services in relation to employee stock ownership plans, mergers and acquisitions, succession planning, corporate strategic planning, financial reporting, business litigation and other financial transactions. Lynzey has worked with companies ranging in size f...
- lgibbons@adamyvaluation.com
- 616-284-3711
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Peter Goldmann
- President
- FraudAware
Peter Goldmann is a foremost provider of practical fraud and cyber-crime training. Peter also publishes a bi-monthly newsletter called the "White-Collar Crime Fighter". Through the newsletter, Peter shares "how-to" fraud detection tips and investigation information from the world's top experts. Peter is also author of "Fraud in the Markets", a chronicle of...
- pgoldmann@fraudaware.com
- (800) 440 - 2261
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Neil Guilmette
- Executive Director
- CPA Network Inc
Neil is the executive drector for CPA Network Inc.
- neil@cpanetwork.org
- (631) 513 - 3309
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Nate Hagerty
- Founder & CEO
- TaxProMarketer
With a previous background in youth ministry, Nate Hagerty entered the tax industry in 2003 and became the Marketing Director of a regional tax firm in Virginia.
This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia and Tennessee. From...- nate@taxpromarketer.com
- +1 913 674 5965
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John Harrison
- Executive Director
- SASBA
Over 40 years experience as a CPA ranging from 6 years with national firms to his own local practice. In addition to practicing in a CPA firm, he founded an accounting and tax franchise which helped CPAs and Accountants grow and prosper in their practices. The franchise, CFOToday, is rated annually in Entrepreneur Magazine.
- jharrison@sasba.org
- (850) 681 - 1941
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Amanda Huyck
- Director of Integrated Partnerships
- CPACharge
Amanda Huyck is a business development and sales leader with nearly 20 years' experience in
software and medical technology. Today she serves as Director of Integrated Partnerships at
AffiniPay, a payment technology company that helps professional services firms get paid quickly
and easily, online. Amanda helps third-party software companies integrate AffiniPay's payment
technology i...- ahuyck@affinipay.com
- 844-352-4705
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Greg Kyte
- Owner
- Comedy CPE
Greg is the co-host of the ThriveCast, a monthly podcast on running your firm like an actual business. He is a regular blogger for the THRIVEal CPA Network, and his cartoons are being run on GoingConcern.com. He is a fellow of the VeraSage Institute, and Accounting Today included him in its 2013 and 2014 lists of the Top 100 Most Influential People in the Accounting Profession.
Greg is also a stand up comedia...
- greg@gregkyte.com
- (801) 722 - 4662
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Jason Lieu
- Facilitator & CPA (inactive)
- Slide Deck Improv
Jason started his career as an accountant, but jumped ship in 2011 to pursue acting. He is a Meisner trained actor, an improv student at Upright Citizen Brigade, and a stand-up comedian. Jason has come full circle to inspire business professionals to find their unique voice and shine through the crowd. Between photography, programming, and traveling the world, there isn't much he's not doing!
- jasonvlieu@gmail.com
- +1 616 219 0375
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Abel Limas, Jr.
- Co-Founder & Managing Partner
- Protowise Labs
With fifteen (15) years of Information Technology (IT) experience, Abel has dedicated ten (10) of those years to the Legal Information Technology (LIT) arena. He is a graduate of Texas Southern University Thurgood Marshall School of Law in Houston, TX, where he received his Juris Doctorate (J.D.). Abel also holds a Bachelor of Business Administration (B.B.A) in Management from The University of Texas at Brownsville. &n...
- abel@protowiselabs.com
- (956) 459 - 6501
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Jon Lokhorst
- Executive Leadership Coach
- Lokhorst Consulting
Jon Lokhorst, CPA, ACC, is a leadership coach and consultant based in Lake Geneva, WI. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, and organizational leader.
- jon@lokhorstconsulting.com
- (612) 381 - 6275
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Scott Maurer
- Director of Business Development
- Advanta IRA
Scott Maurer is the Director of Business Development for Advanta IRA. Advanta specializes in administering self-directed IRA and retirement accounts. Scott has worked for Advanta since 2006, and is a frequent speaker and lecturer on the topic of self-directed IRAs and using retirement funds to invest in real estate and other alternative assets. Scott is also an attorney and a member of The Florida Bar, although he does...
- smaurer@advantairagroup.com
- (727) 581 - 9853
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Trent McLaren
- Global Head of Accounting & Strategic Partnerships
- Practice Ignition
Trent Mclaren is Australia's thought leader of the year in the Accounting Industry. He is the head of accounting and strategic partnerships at Practice Ignition. His role see's him partnering with accounting professionals all over the world as he strives to drive innovation and disruption with his partners. Igniting a culture to challenge the status quo and create true customer centricity. Trent comes with year...
- trent@practiceignition.com
- (616) 558 - 5646
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Scott Peterson
- Vice President of U.S. Tax Policy and Government Relations
- Avalara
Scott Peterson is Avalara's Vice President of U.S. Tax Policy and Government Relations. He has over 30 years experience working in tax policy and legislation, having been the first Executive Director of the Streamlined Sales Tax governing board and the former COO of an organization devoted to making sales tax simpler and more uniform for the benefit of business. Scott also served ten years as the Director of the So...
- scott.peterson@avalara.com
- (206) 826 - 4900
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Meg Post
- Director
- Adamy Valuation
Meg L. Post, ASA is a Director with Adamy Valuation. She provides a full range of valuation and financial advisory services to closely-held businesses, their owners and advisors, and fiduciaries as it relates to mergers and acquisitions, employee stock ownership plans, succession planning, tax planning, corporate strategic planning, and financial reporting under US GAAP and IFRS. She has advised ESOP trustees and fiduc...
- mpost@adamyvaluation.com
- 616-284-3706
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Kristen Rampe, CPA
- Owner
- Kristen Rampe Consulting
Kristen provides leadership development, retreat facilitation, coaching and training to forward-thinking accounting professionals and their firms.
She helps CPAs connect, communicate, and prosper with their clients and teams. Her blog, ‘Accounting Made Awesome’ features her deep industry knowledge peppered with astute industry satire.
Before founding her company in 2011, Kri...
- kristen@kristenrampe.com
- (616) 219 - 0375
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Cedar Robinson
- Managing Director
- Warner Robinson LLC
Cedar Robinson is the co-founder and a Managing Director of Warner Robinson LLC, one of the Nation's leading R&D tax credit consulting firms. Cedar has been specializing in the R&D credit since 1993 including many years at PwC and Grant Thornton before forming Warner Robinson LLC in 2009. Cedar has helped hundreds of small and large businesses maximze their R&D Credits. Cedar also has extensive IRS audi...
- cedar@warner-robinson.com
- (816) 600 - 6150
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Herb Rubenstein
- President
- Herb Rubenstein Consulting
Herb Rubenstein is a Phi Beta Kappa graduate of Washington and Lee. He was a Rotary Ambassadorial Scholar to the University of Bristol where he received a diploma in the social sciences. He received his Master of Public Affairs from the Lyndon B. Johnson School of Public Affairs of the University of Texas at Austin. He has his law degree from Georgetown University. His books in Entrepreneurism and Leadership have been...
- herb@sbizgroup.com
- (303) 910 - 7961
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John Schumacher
- Managing Director
- Adamy Valuation
John Schumacher is an experienced provider of financial opinions and valuation advisory services to both public and private companies, financial sponsors, trustees and legal counsel on behalf of their clients.
John’s industry experience encompasses a broad cross-section of the U.S. and global economy. He has worked with companies ranging from startups to companies engaged in multi-billion dol...
- jschumacher@adamyvaluation.com
- +1 312 281 7528
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Karle Simmons
- Licensed Tax Professional
- Tax Defense Network
Karle Simmons is an Associate Licensed Tax Professional with Tax Defense Network, LLC working exclusively with clients to provide federal and state tax debt resolutions. Karle believes that every client deserves a resolution to their debt that fits their unique situation. Through a thorough analysis in consultation with the client we are able to deliver the client an affordable resolution. Karle has specialized i...
- karle.simmons@taxdefensenetwork.com
- (904) 404 - 3164
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Steve Smith
- Vice President of Marketing
- Imprimis Financial
Steve Smith, Registered Principal and Registered Investment Advisor, is vice president of Imprimis Financial. Steve has over 30 years extensive experience in retirement planning, investments and insurance consulting. He works closely with plan sponsors to provide recommendations and investment options, providing education and monitoring of the investment performance. In addition to working w...
- ssmith@imprimisinc.com
- (626) 325 - 2002
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Alex Sonkin
- Founder and CEO
- Virtual Family Office Hub
Alex Sonkin is the founder of the Virtual Family Office Hub (VFO Hub), the global leader for supercharging family offices and elite CPA Firms with best-in-class resources and specialists. Mr. Sonkin and his team work closely with each family office and CPA Firm in order to take them through a transformational educational experience, arming them with a comprehensive plug-n-play solution - whereby they are able to delive...
- asonkin@vfohub.com
- (858) 381-0795
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Todd Steinberg
- Vice President
- GKM Tax
Todd Steinberg brings more than 20 years of experience emphasizing all aspects of sales & marketing in the accounting & tax industry. Specializing in working with accountants, Todd is well-versed in a variety of areas including: sales coaching, mergers & acquisitions, practice management, and integrating financial planning into a tax practice.
Todd is sought after speaker at regional and national...
- todd@newclientsinc.com
- (609) 870 - 8116
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Colin Tierney
- Director of Marketing and Strategy
- Sageworks
Colin Tierney is the Director of Marketing and Strategy at Sageworks – a financial analysis solutions, industry data, and risk management solutions provider – where he leads the marketing and strategy for the business advisory technology division.
- colin.tierney@sageworks.com
- (866) 603 - 7029
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Nancy Wu
- Head of Sales and Customer Success
- SkyStem
Nancy Wu has spent most of her career working in consulting and auditing various accounting departments’ financial close processes for public and private organizations ($200 Million to $4 Billion).
Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards arou...
- nwu@skystem.com
- +1 646 833 3177
