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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
- (888) 449-2638
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Abdi Ali
- Technical Accounting Manager
- LeaseQuery
A former Grant Thornton audit associate, Abdi helps LeaseQuery’s customers understand and implement the new lease standards. While at Grant Thornton, he assisted in the audits of various publicly traded and privately held clients. He also has experience as a general ledger accountant. Prior to LeaseQuery, Abdi earned a bachelor’s degree in accounting followed by a master’s degree in professional accou...
- abdi.ali@leasequery.com
- (800) 880-7270
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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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Michael S. Brady, Esq., CES
- Executive Vice President
- Madison 1031
Michael S. Brady is Executive Vice President for Madison 1031, a national qualified intermediary for tax deferred exchanges pursuant to Internal Revenue Code §1031. As a Certified Exchange Specialist® and an attorney, his responsibilities include consulting with clients and their advisors to provide guidance on the regulations affecting 1031 exchanges, as well as overseeing Madison 1031 Exchange’s nation...
- mbrady@madison1031.com
- (888) 773-2773
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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
- (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
- Presenter
- Encoursa
Gary Cokins, CEO of "Analytics-Based Performance Management LLC": https://www.garycokins.com 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 hono...
- gcokins@garycokins.com
- +1 616 558 5646
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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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John Daly
- Presenter
- Encoursa
John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has been a professional speaker since 1995 and began doing ethics seminars two weeks before the Enron scandal. John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer a...
- cpe@encoursa.com
- (999) 999-9999
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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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Thomas Fawkes
- Partner
- Goldstein & McClintock LLLP
Thomas Fawkes focuses his practice on bankruptcy, creditors’ rights and financial restructuring matters, representing official committees, unsecured and secured creditors, debtors, financial institutions, post-confirmation trustees and asset purchasers in chapter 11 and 7 bankruptcy cases, out-of-court restructurings, and liquidation proceedings throughout the United States. Thomas has represented clients on a wi...
- tomf@goldmclaw.com
- (312) 337 - 7700
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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
- (913) 674-5965
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Dustin Hall
- Director of CPACharge
- CPACharge
Dustin Hall is Director of CPACharge - a fintech company based out of Austin, TX that specializes in payment processing solutions for CPAs. Dustin holds numerous marketing, sales, and software certifications and previously served as VP of Digital Experience at Springbox, President of Firesnap, Inc., and Director of Digital Strategy for the Business Marketing Association SoCal Chapter (SoCalBMA). Dustin was al...
- dhall@cpacharge.com
- 512-872-6866
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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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Robert Jones
- Government Contracts and & Accounting Expert
- Left Brain Professionals
Award-winning speaker Robert E. Jones shows audiences how to navigate the constantly changing legal and regulatory landscape of government contracts. In his engaging and highly rated presentations, he shares insider secrets drawn from 15 years of DoD contract and accounting experience. His proactive, decisive approach to finding opportunities and solving problems is based on experience in managing more than $30 million...
- robert@leftbrainpro.com
- (614) 556-4415
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Greg Kyte
- Presenter
- Encoursa
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...
- cpe@encoursa.com
- (999) 999-9999
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Griffin Larkin
- Technical Accounting Manager
- LeaseQuery
Griffin Larkin is a Technical Accounting Manager at LeaseQuery. He began his career at TJS Deemer Dana, a CPA firm headquartered in Savannah, GA. There, he performed a variety of audit and assurance services while specializing in government accounting. Before LeaseQuery, Griffin was an audit associate at Bennett Thrasher, a CPA firm headquartered in Atlanta, GA. Griffin earned his B.B.A. in Accounting from Georgia Sout...
- info@leasequery.com
- (800) 880 - 7270
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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
- (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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Jennifer Louis
- Presenter
- Encoursa
Jennifer has over 20 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis. Jennifer serves a wide variety of cl...
- cpe@encoursa.com
- (999)999-9999
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Amy Mann
- Communications Director
- CPACharge
Amy Mann is Director of Communications for Affinipay and CPACharge. Amy is passionate about sharing the possibilities of payment technologies with leaders of accounting and law firms. She has experience working in the legal, financial services, and research industries over the past decade.
- amann@affinipay.com
- +1 512 546 7995
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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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Andrew McCown
- Senior Technical Accounting Manager
- LeaseQuery
Andrew McCown is a Senior Manager of Technical Accounting at LeaseQuery, and works with new and prospective clients to easily understand and recognize how to transition to the new lease accounting standards. As a technical accountant, Andrew is responsible for demonstrating LeaseQuery’s ease of use, providing user-specific functionality, as well as offering lease accounting subject matter expertise. Andrew also a...
- andrew.mccown@leasequery.com
- (800) 880-7270
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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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Steven Mercatante
- Presenter
- Encoursa
Steven Mercatante is the principal and founder of TIR Consulting, LLC. He is a nationally recognized leader in tax reporting education and consulting on specialized compliance issues. He has conducted on-site consultation for corporate clients from across the world and led countless seminars and webinars for Aurora Training Advantage, IAPP, Balance Consulting, The Accounts Payable Network, Accounts Payable Now and Tomo...
- cpe@encoursa.com
- (999)999-9999
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Caleb Newquist
- Editor-at-Large
- Gusto
Caleb Newquist is Editor-at-Large at Gusto. In 2009, he became the founding editor of Going Concern, the one-of-a-kind voice on the accounting profession, serving in the role for 9 years. Prior to Going Concern, Caleb worked as a CPA for nearly 6 years in New York and Denver. He lives in Denver with his wife, daughter, and two cats. You can follow him on Twitter at @cnewquist.
- caleb.newquist@gusto.com
- (855) 434-8417
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Jason Parker
- Technical Accounting Manager
- LeaseQuery
Jason Parker is a Technical Accounting Manager at LeaseQuery. Prior to joining LeaseQuery, Jason worked in the audit practice at KPMG, serving clients in both the public and private sectors in a wide array of industries. Jason obtained the "Double Dawg" status at the University of Georgia, receiving both a Bachelors degree and Masters degree in Accounting. He is an active Certified Public Accountant and a cur...
- jason.parker@leasequery.com
- (800) 880-7270
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Amanda Payne
- Technical Accounting Manager
- LeaseQuery
Amanda Payne is a Technical Accounting Manager at LeaseQuery. She began her career at Ernst & Young (EY) in assurance services working with clients in the public, private, and nonprofit sectors. There she was responsible for planning and performing audit procedures, collecting and organizing ongoing support from client management, and leading and presenting to client management and assurance teams in the Americas,...
- info@leasequery.com
- (800) 880-7270
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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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Kristen Rampe, CPA
- Owner
- 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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Rachel Reed
- Technical Accounting Manager
- LeaseQuery
Rachel Reed is a Technical Accounting Manager at LeaseQuery. Rachel's experience includes working in the audit practice at EY, where she served clients across a wide variety of industries in both the public and private sectors. Rachel graduated from the University of Mississippi (Ole Miss) with both a Bachelor's degree and Master's degree in Accounting.
- rachel.reed@leasequery.com
- (800) 880 - 7270
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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
- Presenter
- Encoursa
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...
- cpe@encoursa.com
- (999) 999-9999
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Chad Salsbery
- Managing Director
- Adamy Valuation
Chad Salsbery is a Managing Director with Adamy Valuation. He has a wealth of experience in providing expert testimony and valuation services. Chad provides clients with valuation services in commercial litigation settings for economic damages, business valuations, and bankruptcy issues. He also has significant experience with insurance, construction, and government contracting cost claims. He serves clients at both th...
- csalsbery@adamyvaluation.com
- (616) 726-2760
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Mary Schaeffer
- Presenter
- Encoursa
Mary S. Schaeffer is the founder of AP Now, a B2B learning and information company focused on creating business intelligence around the accounts payable and payment functions. She has written 18 business books, created a number of CPE self-study courses, customized training and online training events. Schaeffer is a frequent and popular speaker at both online and live events. Previously she held positions as an Assista...
- marys@ap-now.com
- +1 302 836 0540
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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
- (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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Charles Tover
- Tax Director
- Madison SPECS, LLC
Charles Tover, CPA is the Tax Director for Madison SPECS, a division of Madison Commercial Real Estate Services. In this capacity, Mr. Tover is responsible for staying current on tax law changes and interfacing with clients and their tax advisors on Cost Segregation. He also prepares and reviews tax-engineering Cost Segregation studies. Mr. Tover earned a Bachelor of Science in Business Administration...
- ctover@madisonspecs.com
- (888) 773-2773
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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
- (646) 833-3177
