Steve Forbes

Chairman & Editor-In-Chief of Forbes Media, Best-Selling Author
Mr. Forbes writes editorials for Forbes under the heading of “Fact and Comment.” A widely respected economic prognosticator, he is the only writer to have won the highly prestigious Crystal Owl Award four times. The prize was formerly given by U.S. Steel Corporation to the financial journalist whose economic forecasts for the coming year proved most accurate.

In both 1996 and 2000, Mr. Forbes campaigned vigorously for the Republican nomination for the Presidency. Key to his platform were a flat tax, medical savings accounts, a new Social Security system for working Americans, parental choice of schools for their children, term limits and a strong national defense. Mr. Forbes continues to energetically promote this agenda.


Daniel Susskind

Daniel Susskind is a Fellow in Economics at Balliol College, Oxford University, where he teaches and researches. He is the co-author of the best-selling book, The Future of the Professions.

Previously he worked in the British Government – as a policy adviser in the Prime Minister’s Strategy Unit, as a policy analyst in the Policy Unit in 10 Downing Street, and as a senior policy adviser in the Cabinet Office. He was a Kennedy Scholar at Harvard University.



Joe Woodard

As an author, consultant, Intuit contractor and national speaker, Joe has trained over 75,000 accounting professionals in areas of practice development, changing technology trends, and how to maximize the use of QuickBooks in their accounting practices. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews.

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Joe is the CEO of the Woodard Companies, which include: Woodard Events, Woodard Consulting, Woodard Network and Insightful Accountant. In 2012, 2014, 2015 and 2016, Joe was recognized by Accounting Today as one of the Top 100 Influencers within the Accounting Profession. In 2008, Joe was recognized by CPA Practice Advisor as one of the top 40 up and coming thought leaders under the age of 40.

CEO, Woodard Companies
Twitter: @joewoodard
LinkedIn: www.linkedin.com/in/quickbooksadvisor
Website: www.woodard.com




Marjorie Adams

CEO of Fourlane
Marjorie Adams is the CEO of Fourlane, a software consulting firm, and POSWarehouse, a provider of point of sale services and support. Her firm has been named the Intuit Reseller of the year for Intuit Field Service Management, QuickBooks Point of Sale, QuickBooks Enterprise Solutions, QuickBooks Pro, QuickBooks Premier and Intuit Merchant Services for four years in a row. The firm also offers tax services and online store development.

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Marjorie is considered one of the top QuickBooks trainers in the country and has hundreds of QuickBooks training videos on her website. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014, and has been recognized as one of Insightful Accountant Top 100 ProAdvisors. Her company is listed as a top Value-Added Reseller by Bob Scott’s Insights. Marjorie is part of Intuit’s VIP Program, a frequent contributor to Inuit Accountants News Central and more recently Intuit asked her to develop the QuickBooks Enterprise Certification training. She has been published in Forbes, BusinessWeek, American Express Open, the Huffington Post and Inc.com.


Lisa Archetti

Lisa Archetti joined AccountingDepartment.com in 2012 with over 16 years of experience as Manager of Human Resources, with a niche in building Human Resource Departments from the ground up, for both start up and established organizations. Lisa has extensive generalist experience in a variety of industries, and hands on experience leading HR initiatives.

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Lisa’s HR career started with large, global organizations, such as McCann-Erickson Worldwide and Sumitomo Corporation of America. From there, she began working for a start-up internet company during the technology boom and was instrumental in growing their HR Department from the ground up. It was in this role, that she discovered building human resource departments from scratch was her passion and specialty.

As AccountingDepartment.com’s Human Resources Manager, Lisa directs all facets of HR functions, such as talent management, organization development, leadership coaching, and is responsible for ensuring AccountingDepartment.com’s staff thrive and contribute to the company’s excellence. As an advocate of the organization’s vison, Lisa is committed to delivering programs that enhance the culture of the organization in order to make AccountingDepartment.com an employer of choice. During her tenure at AccountingDepartment.com, Lisa was excited to be part of the Gold Stevie Award presented to the company in 2016 for “Employer of the Year – Accounting”.


Norman Axelman

Norman Axelman is the founder and President of Advantage Computer Solutions, Inc. based in Miami, FL. Advantage Computer Solutions has been offering computer training and consulting to individuals and businesses for the past 15 years, saving clients thousands of hours of time. With over 25 years of professional experience, Norman provides an outstanding level of computer training with a focus on useful and practical day-to-day features and functions.

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This has resulted in increased efficiency and productivity, and as a Quickbooks ProAdvisor, has helped many clients with set up and use of QuickBooks programs.

Norman is currently an adjunct professor for the Miami Dade College School of Continuing Education, and is accredited by the State of Florida to teach Continuing Education computer classes for licensed Community Association Managers. Over the years, he has created and delivered numerous presentations and classes for various organizations, companies, and schools including the University of Miami, Florida International University and City College of Miami.


Denise Bailey, ABA

Accounting Systems Consulting Specialty Group Leader, Elliott Davis
Denise has more than 15 years of experience providing businesses of various sizes with accounting, tax planning, compliance, and startup consulting. She has specialized knowledge in accounting systems applications, accounting workflow processes and analysis, sales and use tax reporting and compliance and payroll tax reporting and compliance.

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Denise aims to identify areas for day-to-day process improvements related to internal accounting processes, tracking and allocation within accounting and related 3rdparty application systems and streamlining daily reporting.

Denise has extensive knowledge of ERP accounting software, specializing in inventory system analysis and procedure implementation. Denise provides customized tracking data and reports for large, complex projects and delivers scalable solutions aimed at improving processes, utilizing technology and ensuring compliance.


Ronald J. Baker

Founder, VeraSage Institute
Ronald J. Baker started his career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute, the leading think tank dedicated to improving the professions for posterity.

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As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them.

He is the author of the best-selling marketing book ever written specifically for the professions, Professional’s Guide to Value Pricing, Sixth Edition, published by CCH (out of print). His book, The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn, was published in April 2003 by John Wiley & Sons, Inc., and was the 2003 Book of the Year on SmartPros.com and is in its sixth printing. His Intellectual Capitalism Series (John Wiley & Sons, Inc.) consists of three books so far: Pricing on Purpose: Creating and Capturing Value, published in February 2006; Measure What Matters to Customers: Using Key Predictive Indicators, released September 20, 2006; Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth, published in November 2007; and his latest book published in December 2010, Implementing Value Pricing: A Radical Business Model for Professional Firms.

Ron has toured the world, spreading his value-pricing message to over 110,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2011, and 2012 Top 100 Most Influential People in the profession; voted number six of the Top ten Most Influential People in the profession in 2012; selected as one of LinkedIn’s 150 Influencers; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation.

He graduated in 1984, from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.


Jonathan Bello

Managing Partner, One 8 Solutions
Jonathan has been supporting small business accounting since the 1980s. He got the “bug” to work with small businesses while attending the University of Massachusetts, Amherst where he majored in Accounting and received a minor in Information Technology.

Jonathan became QBDT certified in 2001, diamond level, duel Advanced Certified, and a member of the Intuit Writers Trainers Network.


Andrea Boccard

Marketing Manager, AccountingDepartment.com
Andrea Boccard is a digital marketing expert with over a decade of experience spanning many industries and marketing disciplines. Having joined AccountingDepartment.com in 2013, Andrea helped grow the marketing and sales department from 1 to 8 people and expand its reach across a wide array of marketing objectives.

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Responsible for the depth and breadth of AccountingDepartment.com’s marketing, she spends her time creating and implementing comprehensive strategies to amplify business growth opportunities across the company. In her more than 10-year career, Andrea has spearheaded national and regional marketing and major social media campaigns, comprehensive content marketing plans, and viral marketing initiatives for major brands, has managed multi-million-dollar search strategies, written extensively on many topics, and developed a healthy obsession with all things inbound marketing, content strategy, and SEM.

Outside of AccountingDepartment.com, Andrea founded and served as the Group Leader for the Long Island HubSpot User Group from 2014 to 2017, educating and promoting inbound and digital marketing to the greater Long Island professional marketing community. She also serves as a board member to both the Junior Welfare League of Huntington and the Huntington Foundation for Excellence in Education, serving in the capacity of Director of Communications and PR for both charities. Andrea lives on Long Island with her husband and two young sons and runs half marathons for the Crohn’s and Colitis Foundation in her free time.


David Barrett

David Barrett started programming at the early age of 6 and has been aspiring to become an expense report magnate ever since. David attended the University of Michigan where he worked in the Virtual Reality Lab, before moving to Texas to write 3D graphics engines for the video game industry. Next, he moved to California to join Travis Kalanick in building a peer-to-peer

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file transfer technology called Red Swoosh, which was acquired by Akamai in 2007. In 2008, David left Akamai to start Expensify and has since been relieving the world’s frustrations, one expense report at a time.


Kelly Bistriceanu

Kelly Bistriceanu is the accountant program director at TSheets time tracking. She credits out-of-the-box marketing tactics and creativity as the two biggest reasons TSheets has been able to build the largest Accountant Partner Program in the U.S. When not traveling the globe to help accounting professionals become

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successful TSheets PROs, Kelly and her husband Daniel call beautiful Boise, Idaho, home base. Follow Kelly’s #TSheetsWorldTour adventures on Twitter and Instagram @KellyTSheets.


Hope Blankenship

Partner and Bookkeeper, To The Rescue Bookkeeping, LLC
Hope Blankenship was born in South Carolina in April 1983. Her family moved to Anchorage, Alaska where her parents were church worship directors for ten years. While a southern belle at heart, she did enjoy skiing, camping and fishing while

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in Alaska. After high school, she went on to manage several small businesses in the Anchorage area. In 2007, Hope opened her own bookkeeping and accounting firm starting in her apartment in South Anchorage. Since then, the company has grown to over 10 employees in six different states. To The Rescue focuses on hiring and training military spouses in bookkeeping so that they can take their careers with them all over the country. Hope won the SBA Young Entrepreneur
of Mississippi award in 2010 and To The Rescue was one of 2 small businesses in Mississippi to win The American Small Business Championship sponsored by Sam’s Club in 2015. She also graduated from Goldman Sachs 10,000 Small Businesses program in December 2014. In February of 2017, she was chosen as one of Mississippi’s 50 top leading businesswomen in Mississippi. Hope continually educates herself on current tax and bookkeeping laws as well as regulations in order to keep all of her clients informed!


Jill Blashack Strahan

Jill Blashack Strahan, Tastefully Simple Founder & CEO, is a top female entrepreneur and an inspiration to women across the nation. Blashack Strahan grew up on her family’s farm in rural Minnesota during the 1960s, where she was inspired by her father’s work ethic and entrepreneurial spirit. Following her high school graduation, Blashack Strahan set off to college,

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but after an unsettled year at the University of Minnesota-Morris, she moved back home and enrolled at Alexandria Technical & Community College (ATCC), uncertain of her career and life direction. However, this would soon change.

As an ATCC project, Blashack Strahan developed a state-award- winning business plan, leading her to discover her passion: business – more specifically, entrepreneurship. After graduating from ATCC in 1979, Blashack Strahan began managing her father’s local café and in 1989 opened a retail gift basket shop.

In 1993, she liquidated her retail business but continued to sell gift baskets to corporate and direct-mail clients. Blashack Strahan then got an opportunity to promote these baskets in a holiday crafters’ home tour. She set out samples of gourmet food items and experienced remarkable sales. When the same results occurred later, she realized the power of sampling and the idea for Tastefully Simple was born.

In 1995, Tastefully Simple became the original national home tasting party company, offering delicious, easy-to-prepare foods and gifts. It wasn’t a simple start. Blashack Strahan and her young family had no money to risk on such a venture. Determined, she bootstrapped the business with personal savings, a $20,000 Small Business Administration loan and an investment from acquaintance Joani Nielson, who became Blashack Strahan’s silent Founding
Partner and served as Tastefully Simple’s Founding Partner and COO until October 2014.

Blashack Strahan spent the first years juggling the responsibilities of home, motherhood and entrepreneur –managing business tasks by day and holding tasting parties by night. She operated out of Nielson’s 1,200 square-foot shed with no running water, packing orders on a pool table. Within eight years, Blashack Strahan grew Tastefully Simple to a $100 million company. Now in its third decade, Tastefully Simple’s innovative focus on meal and entertaining solutions has poised the company for new growth and an exciting future.

Just three years into developing the company, Blashack Strahan was rocked by tragedy. Her brother was killed in a fall, and only a few months later her husband died suddenly. Blashack Strahan was faced with raising her 5-year- old son and the decision of whether (and how) to continue a business that consumed most of her time, energy and resources. She chose to persevere, using the deaths of those she loved as inspiration to live her dreams.

Recognized as an exceptional CEO, Blashack Strahan has won numerous awards for her achievements and unique philosophies of positivity and abundance. She published a book about her life lessons and inspirational journey with Tastefully Simple called Simply Shine: Stories That Stirred the Fire.


Gregg S. Bossen, CPA

QuickBooks Made Easy
Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. His firm specializes in tax and accounting services for nonprofits and small businesses. Most of his clients are nonprofits that use QuickBooks®.

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Since 2000, Gregg has been teaching QuickBooks® seminars around the country for various groups and is considered to be an expert in the program, but more specifically he is the Nation’s expert when it comes to Nonprofits that use QuickBooks®. Gregg’s teaching style is funny and entertaining. His energy and knowledge of Nonprofits make his classes a unique experience. Gregg has taught new users as well as other CPAs, who are themselves considered experts in the software. In total, Gregg has taught over 3,500 seminars to more than 55,000 students.

Gregg has taught nationally for over 24 Nonprofit State Associations, Scaling New Heights, QuickBooks Connect, Grant Station, and Tech Soup.


Kirk Bowman

Founder, Art of Value
Kirk Bowman is the founder and Visionary of Value at Art of Value. He is also the host of the popular Art of Value Show. Though his podcast, he has interviewed over 100 professionals in the accounting, design, legal and software fields who have successfully implemented value pricing.

Kirk is a Practicing Fellow at the VeraSage Institute and his software company, MightyData, is included in the appendix of Implementing Value Pricing. Art of Value provides speaking, coaching and consulting around the topics of discovering value, creating options and learning to price. Kirk can be reached at www.artofvalue.com and kirk@artofvalue.com.


Dawn W. Brolin, CPA, MSA

Powerful Accounting, LLC
Dawn is a Certified Public Accountant and Managing Member of Powerful Accounting, LLC, with two locations in Windham and New Haven CT – a nationally recognized accounting, tax, forensic accounting, IRS and DRS representation and QuickBooks consulting firm.

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Recently, Powerful Accounting has partnered with Anderson, Brolin & Coba CPAs, LLC – a powerhouse tax preparation, consulting and wealth management firm where Dawn is a partner.

Dawn’s list of professional accomplishments is extensive and includes working with prestigious companies such as Intuit, TSheets.com, Fundera, MSNBC, and The Woodard Group. Named “Top 25 Most Powerful Women in Accounting” 2012-2015, one of the “Top 40 Under 40” by CPA Technology Magazine in 2009, Dawn continues to pursue excellence with the support of her amazing Team at Powerful Accounting.

Known for her hilarious presentation style, Dawn has been featured on MSNBC “Your Business” and has spoken at Intuit’s QuickBooks Connect, Scaling New Heights, Sleeter Conference, TD Bank North locations, Tory Johnson’s Small Business Spark and Hustle Tour, Live Your Legacy Summit, and many more.


Dan Buckingham

Well versed in the Software as a Service (SaaS) industry, Dan has spent his entire career working with small business owners and accounting partners to help them streamline their technology needs. During that time, Dan’s efforts have directly resulted in millions of dollars in saving for his clients and partners.

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Since being at TSheets, Dan has been an integral part of the TSheets Accountant Sales team (otherwise known as the TSheets PRO Team) for almost two years – and was a founding member of our TSheets Account Executive program (dedicated exclusively to top priority accounting partners like BDO, and the clients they assess to be a good fit for TSheets). Dan is TSheets’s
top performing Account Executive and is well known by the TSheets PROs he manages (and their clients) as being dependable and consistently willing to go above and beyond to ensure every account he works with has the best TSheets experience possible.


Stacey Byrne, CPA

Owner, Stacy L Byrne CPA
Stacey L. Byrne, CPA is the co-author of Restaurant Accounting with QuickBooks. She has over 25 years’ experience providing consulting and accounting services. Stacey is an adjunct accounting professor at Palomar College, she holds a Bachelor’s in Accounting, a Master’s in Education, and numerous Intuit certifications. Stacey is a member of the California CPA Society, Accountex Network, and the Woodard Network. Though she is based in San Diego, Stacey enjoys the freedom to work from anywhere.


Carla Caldwell

CEO, Caldwell Consulting & Training
Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners., primarily non-profits, to bridge the gap between growing business and specific accounting solutions.

In addition, Carla helps accounting and bookkeeping firms implement the tools that help them be more successful – from value pricing and process development to the apps that support their systems. Visit, Caldwell Consulting & Training website, to learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems, and stronger results.


Darren Clarke

Darren Clarke is a 20 year veteran of the Digital and Print marketing industry, connecting buyers and sellers through Traditional Media, Print and online directories, desktop Search, mobile devices and Saas applications in the United States and Australia For two decades, from working in Print Publishing, leading

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successful sales teams with Yellow Pages Australia, or opening & building 55th office for Reachlocal in Adelaide South Australia in 2011, Darren has had a passion for educating his teams and their clients on the complex marketing landscape and how the consumer buying journey has been influenced and in some cases lengthened with the evolution and prolific growth of Desktop, Tablet and Mobile search.


Robert Colburn

Account Manager, Accountant Channel
Robert has been with Bill.com since October 2016. Prior to coming to Bill.com Robert worked with one of Bill.com’s Largest Accounting Firms, CliftonLarsonAllen, LLP, where he helped the firm double the

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number of clients on the application in a little under a year by establishing best practices & resources centrally available. Robert is tasked with consulting mid-market & high potential accounting firms to grow in the cloud accounting space by using Bill.com & providing the tools & resources to make sure these firms are successful.


Deborah A. Defer

Managing Director, BDO USA LLP
Deborah has more than 30 years of accounting experience. She is the technology lead for the platform as it relates to QuickBooks Online along with the multitude of third party applications.

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She focuses on QuickBooks administration, receivables/payables, payroll setup and processing, financial reports, business workflows, and both corporate and individual tax returns.

Deborah primarily spends her time consulting with clients regarding QuickBooks matters. Training, system analysis, integration, and implementation of third-party applications for QuickBooks, and troubleshooting issues are areas of concentration.

She is an Advanced Certified QuickBooks ProAdvisor®, Advanced QuickBooks Online Certified ProAdvisor®, Certified Enterprise QuickBooks ProAdvisor®, Expert Certification for Bill.com and T-Sheets Pro. Deborah has also been selected to the VIP40 by Intuit, Top Business Process Outsourcing ProAdvisor of 2015 by Insightful Accountant, and Top 100 ProAdvisor of 2016 and 2017.


Matt Donaldson

As Head of the ExpensifyApproved! Accountants Program, Matt Donaldson works exclusively with accountants and CPAs. He is a certified QuickBooks ProAdvisor and integrations expert, and loves helping accountants solve the problem of expense reports that suck!

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Jeff Edmonds

Jeff is Manager, Partnerships and Strategic Alliances at Woodard and the author of Character Driven Leadership. Jeff began his career in the financial software

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industry in 1999 with Lacerte Tax Software, just after it was purchased by Intuit.  As an Intuit Account Manager, Jeff was able to consult with both large and small accounting firms.  He has also worked and trained alongside QuickBooks ProAdvisors for almost 17 years.

After leaving Intuit, Jeff worked for Mendelson Consulting in Business Development and for Acctivate in Channel Development.  Jeff currently serves as the Manager of Partnerships and Strategic Alliances for Woodard.

Jeff’s passion, by far, is in training and development.  Since his role at Intuit, Jeff has traveled to numerous conferences speaking and training on leadership development, business development and financial software products.

His recent book, Character Driven Leadership, was written for leaders who desire to maximize their leadership effectiveness based on the principles of human character.  In his book, Jeff describes the process by which leaders make decisions and the relationship between a leader’s character and his or her success.


Ingrid Edstrom

Polymath LLC
Ingrid Edstrom is the Priestess of Profits at the award-winning bookkeeping firm, Polymath LLC. She has been recognized as one of the accounting profession’s Top 40 Under 40, Most Powerful Women in Accounting, and the 2017 Top “Up-N-Comer” ProAdvisor.

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Ingrid is the creator the AskABookkeeper.com online education series, a member of Profit First Professionals, a member of the Intuit Trainer/Writer Network, and leader of the Southern Oregon Woodard Group. When Ingrid is not teaching or playing her favorite video game (QuickBooks!), she is usually playing Irish music or frolicking with her goats.


Chen Fang

Chen Fang is the Senior Director of Product at Zenefits, focused on time tracking & payroll offerings. He joined Zenefits in early 2015 as the company’s second product manager. Over the past two years, Chen has led the team that shipped Zenefits’ native payroll product along with many advancements in time

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tracking. Before Zenefits, Chen worked on Microsoft’s Search & AI initiatives — including the launch of Bing.com in 2009 and Cortana in 2014. He graduated from Harvard University with a degree in Economics and Computer Science.


Chris Farrell

Chris Farrell is the CEO and founder of San Francisco-based Tallie and CEO of Toronto-based Nexonia, making the combined merged companies the leader in time and expense management. He founded Tallie in 2008 after spending 15 years in finance and accounting. Chris received his MBA from the UCLA Anderson School of

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Management and earned his CPA license in California.


Keith Fileccia

Keith is the Senior National Accounts Manager/Consultant at Mendelson Consulting. Keith worked for Intuit for a decade as a leader in various roles and departments and is completely fluent in Intuitese. He has extensive knowledge in QuickBooks software, specializing in inventory management, Keith is also a certified Six

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Sigma Black Belt, he has consulted with businesses of all sizes with process and workflow improvements both inside and outside of QuickBooks. His strengths are cat herding (project management), data analysis and workflow improvements.


Gabrielle Fontaine

Gabrielle Fontaine is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor at BookkeepingDirect, a 100% virtual bookkeeping service firm since 2003. She is also an Accredited Small Business Consultant.

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Gabrielle is founder of The Freelance Bookkeeper blog, which provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. Gabrielle regularly publishes online articles, runs live webinars and online training programs, and is a guest speaker for podcasts and industry conferences, and is active on social media. Gabrielle was nominated as a Top 100 ProAdvisor in 2015 and 2016, as well as for the Rule Breaker Awards, and was recognized as one of the Top 50 Cloud Accountants for 2016. She is a proud member of the Profit First Professionals family. The best way to connect with Gabrielle is via her blog. http://TheFreelanceBookkeeper.com/blog/


Susana Fonticoba

Founder, Right Click Advantage
Susana founded Right Click Advantage, helping small businesses create a personalized strategy to attract their perfect clients and grow their business fast. She is an experienced and engaging speaker, regularly invited to present at conferences, chambers of commerce, podcasts, webinars, and seminars. Susana is the President of the Central & Northern NJ Chapter of the National Association of Women Business Owners.


Dawn Fotopulos

Associate Professor of Business, The King’s College, NYC
Associate Professor of Business, The King’s College, NYC; Award-winning author Accounting for the Numberphobic; Guest Expert MSNBC Your Business; NYT Panel Moderator; Main Stage and Breakout Speaker Scaling New Heights; former VP Citigroup; Real Estate investor; former Hedge Fund Partner.


Christine Galli M.Ed.

Michigan based, Christine Galli is the Executive Director of Technology In A Box Learning Services, LLC. Christine is recognized nationally for her work on the systemization of QuickBooks® for franchises and industries. She co-authored Intuit’s courses for the Certification of Professional Advisors and the Pro

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Certification for the TSheets Time Tracking software. Christine has contributed articles to Intuit’s Professional Advisor Newsletter and has served as a member of Intuit’s “Ask the Expert” team.

Christine offers in-service training and consulting for CPA firms, small-midsized businesses and franchises, providing them with the technology and tools they need to grow their businesses. Christine has been a national instructor for the Intuit Trainer/Writer Network, representing Intuit at various accounting technology and user conferences throughout the United States. Christine created and presented seminars at various New Horizons Learning Center locations as well as through a global virtual platform. Topics included: QuickBooks Fundamentals and Accounting Essentials, QuickBooks® Level 1 and Level 2, QuickBooks for Mac Users and preparatory classes for the American Institute of Professional Bookkeepers certification.

With a Masters of Education from Wayne State University, Christine is an Advanced Certified QuickBooks® ProAdvisor, and Certified QuickBooks® Enterprise, POS ProAdvisor and Certified TSheets Pro Advisor.


Jon Gamble

As a Product Manager for Team AppCentrix, Jon focuses on building and improving Method’s customization engine. Part of the Method Team for over 3 years, Jon began as a Professional Services Consultant and moved into a Product Manager role soon after, helping evolve Method to where it is today.

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Michael Giardina

Michael Giardina serves as CEO of Office Tools, which provides Practice Management software, educational conferences and the My Office Today magazine. He is the Chief Designer and Architect of their Workspace ™ and WorkSpace™ Online software, currently in its fifteenth year. Previously, Michael owned his own tax

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practice, provided IT consulting to accounting firms and was employed by multiple tax accounting firms. Prior to this, he worked with CCH Computax for 10 years as a trainer and product specialist. Michael routinely speaks at Accounting & Tax Conferences as well as online seminars on the benefits of technology and effective firm management. Having personally worked with over 500 firms, he continues to consult on office efficiencies and new technologies to improve firm practice management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.


Damien Greathead

Vice President, Business Development North America, Receipt Bank Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien

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helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.



Eric is a partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services, as well as handling probate matters

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and estate planning for individuals and business owners and tax planning for closely held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He is the author and lecturer of the CCH IRS Representation Certificate Program, and he is a columnist for CCH’s Journal of Practice & Procedure. He is the founder of The New England IRS Representation Conference, and runs Tax Rep LLC, a mastermind group that helpsaccountants and attorneys build their IRS representation practices.

Mr. Green is a contributing author for Advocating for Low Income Taxpayers: A Clinical Studies Casebook, 3 rd Edition, and has also been quoted in USA Today, Consumer Reports, The Wall Street Journal’s Market Watch, TheStreet.com, The Wall Street
Journal and CreditCard.com.

Prior to practicing law Attorney Green served as a senior tax consultant for KPMG and Deloitte & Touche.

Attorney Green was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association’s Closely Held Businesses Tax Committee. Attorney Green is the current Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section. Eric is a Fellow of the American College of Tax Counsel (“ACTC”).

Attorney Green is also a member of the Connecticut, Massachusetts and New York Bar Associations, as well as the American Bar Association. Attorney Green is admitted to practice in Massachusetts, New York and Connecticut Superior Courts, the United States Tax Court, The Federal Court of Claims and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.

Green & Sklarz LLC,
700 State Street, Suite 100, New Haven, CT 06511
Ph. (203) 285-8545, Fax (203) 286-1311


Hector Garcia

CEO, Quick Bookkeeping & Accounting, LLC
Hector is CEO of Quick Bookkeeping & Accounting LLC; a full service accounting firm that specializes in QuickBooks training and consulting based out of Miami, FL but with clients all over the world.

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Hector’s biggest passion is helping his clients’ businesses become more effective through the proper usage and right choice of technology; most specifically accounting systems and integrated solutions.   Hector is an Advanced QuickBooks ProAdvisor in both QuickBooks Online and Desktop Platforms, and teaches QuickBooks both locally and nationally with Intuit and in several conferences.

Recognitions & Accolades:

  • Member of Intuit Trainer/Writer Network
  • Member of Intuit Accountant Council 2016-2018
  • Co-Host of QB Power Hour Webinar series
  • Host of Enterprise Experts Webinar series
  • Host of Advisor’s Corner Podcast
  • QuickBooks and Accounting Instructor at UDEMY
  • Top 100 QuickBooks ProAdvisor by Insightful Accountant 2014, 2015, and 2016
  • Top 40 under 40 by CPA Practice Advisor 2015 and 2016
  • Top 50 Cloud Accountants North America in 2015 by Hubdoc
  • Top 100 Small Business Influencer 2014 and 2015 by Small Business Trends
  • Contributing Author to Intuit’s Firm of the Future blog
  • Co-Leader for Woodard Groups – Miami Chapter
  • Over 1mm views in personal YouTube Channel

Bill Gerber

Co-Founder, AccountingDepartment.com, LLC
Bill Gerber is virtually a visionary. Quite literally. As one of the founding masterminds behind AccountingDepartment.com, Bill built a new way to give businesses the professional accounting backup they need in the financial realm, online and on time.

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Honored with a gold 2016 Stevie Award for Employer of the Year, three 2014 Stevie Awards including a gold Stevie for Company of the Year, a Forbes Award, and the CPA Technology Advisor Award, Bill is known nationally as an entrepreneur with a passion for empowering businesses.

With a background in business consulting, entrepreneurship, and technology, Bill has run 3 companies with over 25 years of experience in entrepreneurship and supporting business needs and success. Having just reached the 100 employee milestone, AccountingDepartment.com employs some of the greatest bookkeeping and accounting experts in the country and serves businesses nationwide with unparalleled attention to detail and process with technology-driven, mission-focused expertise.

Bill lives in Ellington, Connecticut, he has 3 kids and serves on the board of the Alternating Hemiplegia of Childhood Foundation. He is a regular speaker to business owners, entrepreneurs and CEOs, and serves as an expert advisor to national publications. He spends his free time with his kids and enjoys traveling, water sports and playing golf in new locations whenever he can.


Robin Hall

Robin Hall is the President and Principal Consultant of VARC Solutions in Friendswood, Texas specializing in QuickBooks and QuickBase training and consulting. Her specialty is taking small and large business clients to the next level and teaching them to be self-sufficient with their business. Robin is the

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developer of several tools that assist clients and peers alike; she is the developer of NAN Practice Manager (QuickBase platform), NEXT (Method Platform), and Q2QConnect.

Robin has been a Certified QuickBooks ProAdvisor since 1999 (Advanced Certified since 2007) and an Intuit Premier Reseller since 2006.  She is also certified in QuickBase, TSheets, QBO, Method, and Revel. Robin, a part of the 100K club, was also a member of the Intuit Advisory Council. She has been an expert presenter at Scaling New Heights since its inception, a presenter at the Intuit Premier Reseller Conference, and at QBConnect, having taught thousands of Advisors and End Users.

Robin has earned numerous awards including Intuit’s 2010 Payroll Partner of the Year, Intuit’s 2009 Partner of the Year, Intuit’s Customer Satisfaction Award 2008, Bob Scott’s Insights 2009-2015 VAR Stars (for valued-added resellers in the mid-market financial software space), Intuit’s Customer Delight Performance Award, and Friendswood Chamber of Commerce Business Woman of the Year in both 2002 and 2015. In 2014 Robin was interviewed by William Shatner and VARC Solutions was awarded the “Moving America Forward” award. She was on the winning team for the Hackathon with Pledgify, a nonprofit donation tool at QB Connect 2015.

Robin’s most recent achievements include being named one of CPA Practice Advisor’s 2016 Most Powerful Women in Accounting, Insightful Accountant’s 2016 QuickBooks ProAdvisor Top Trainer/Writer, and Intuit’s 2016 Sales Excellence Award.


Chris Hamilton

Chris Hamilton is Intuit’s Global Leader of the QuickBooks ProAdvisor Team. He recently led the development of a new Find-a- ProAdvisor marketplace to ensure ProAdvisors receive more and better-qualified leads from prospective small businesses. The new customer search renews Intuit’s commitment to match small businesses with trusted QuickBooks advisors as 2017 marks

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the ProAdvisor Program’s 20th anniversary and growth to more than 200,000 members worldwide.

Chris joined Intuit in 2013 and has extensive experience building award-winning product experiences. In 2016, Chris was named to CPA Practice Advisor’s 40 Under 40 Awards.


Patricia Hendrix

Patricia Hendrix is the founder and CEO of Ten Key Business Solutions, Inc.  With over 21 years of accounting experience and specialization in QuickBooks and QB-Ecosystem products, Patricia leads a team of professionals in a leading edge practice focused on both Client Accounting Services as well as Design &

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Implementation of Integrated Technology Stacks for SMB clients. She has been Certified and Advanced Certified in QuickBooks since Intuit’s QuickBooks ProAdvisor program began, and was the first to receive the Master Certification from the National Advisor Network, now known as the Woodard Network. As well as being rated TOP 100 by Intuitive Accountant, she is an active member of the
Woodard Institute, Vistage International and a forever student of leadership, business management, parenting, and overall life management through spiritual awareness and the uplifting and empowerment of others.


Steven Hoffman, CFE

Director of Business Development
Patriot Software, LLC
As Director of Business Development for Patriot Software, Steven is passionate about helping accounting professionals utilize cloud software to help their small

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business clients succeed.  His career began in his family business and took him all the way to India where he cofounded a tech company.  From his diverse life experiences, Steven brings a unique perspective in communication, marketing, and team building to further business growth.


Steven Horniak

Steven Horniak is the Chief Financial Officer at Tallie. As a CPA, CA with over 24 years of international experience in finance, accounting, and technology, Steven provides strategic financial direction at Tallie and leverages his years of expertise to help future financial leaders achieve success in their field. 

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Steven has worked for various international organizations, including Nestle, Geac and Infor, and has worked as an independent consultant sharing his expertise on strategic initiatives and providing support for budgeting and planning sessions.  A graduate of the University of Toronto, Steven has continued his studies at Harvard Business School.


Paul Jackson

Paul believes building one-size- fits-all software for millions of small businesses is lazy and outdated. This strong belief, paired with experience as an entrepreneur, resulted in Paul’s compassion for small business owners and passion for changing the game.  After selling his first tech company, QXpress, a field

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service scheduling app for QuickBooks users, Paul started Method — a completely customizable, QuickBooks-integrated solution for any small business wanting a system that simplifies the unique way they get their work done. Method is best known for their flagship product, Method:CRM – the #1 CRM for QuickBooks.


Peter Hickey

Founder & CEO, MAUS Business Systems.
Peter is a bestselling author and creator of a wide range of business tools that have been used in over 60,000 businesses around the world. He is a pioneer and SME thought leader continually innovating and producing simplified management content.

Peter successfully built MAUS from a one-man business to a multi-million dollar concern and sold it a multibillion dollar publisher…. he then re-acquired the business 7 years later. He is a world leader in Exit & Succession planning.


Carrie Kahn

CEO & Founder, Complete Business Group
Carrie Kahn, the founder and CEO of Complete Business Group, and the 2017 Top Social Media Resources ProAdvisor, is a seasoned Intuit Reseller behind the innovative Complete Business Partner Program.

This program was designed to coach ProAdvisors to select the right QuickBooks products at the best price. We bridge the gap by bringing experts together in our program. We have created a positive community where partners collaborate and support each other. Learn more by visiting completebusinesspartner.com


Carl Kelm

Carl Kelm is the Product Marketing Manager for time tracking & payroll products at Zenefits. Originally starting his career in politics, he worked for current House Majority Leader Kevin McCarthy; covered national campaigns and Congressional politics for the Wall Street Journal; and conducted polls and focus

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groups with renowned pollster Frank Luntz. He then moved to product marketing at Google, where he helped launch and develop Google Partners, the company’s largest SMB marketing initiative. He attended Stanford University and originally hails from Modesto, California, in the heart of the Central Valley.


Stacy Kildal

Stacy Kildal is owner/operator of Kildal Services LLC, located in White Lake, Michigan—an accounting and technology consulting company that specializes in all things QuickBooks. As an Advanced QuickBooks ProAdvisor, she also supports QuickBooks clients all over the country, offering payroll, bookkeeping and

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training. In 2012, 2013, 2014 & 2015, Stacy had the distinct honor of being selected as one of CPA Practice Advisor’s Most Powerful Women In Accounting. In 2013 & 2014, she was also named as CPA Practice Advisor’s Accounting Industry’s 40 Under 40. In 2014, she was also named to Accounting Today’s Most Influential People in Accounting & in 2014 & 2015 she was voted by her peers as one of the Top 100 ProAdvisors, winning a place in the 2014 Top 10 as “QBO Evangelist”.

A member of the esteemed Intuit Trainer/Writer Network, she is an internationally recognized expert on QuickBooks Online, having written Intuit’s original courses for the US, Singapore, Australian, UK and Canadian versions, as well as much of the QuickBooks Online Certification training material and exam.

Stacy is one of the three co-founders and co-hosts of TheQBShow.com, the original weekly online show devoted to accounting, bookkeeping & QuickBooks in general that ran from 2010-2015. She is also co-founder of AppasurusRex.com and Between Wall & Main. She has written regular Intuit Accountant Blog and currently writes for StacyK.net, Fundera Ledger, and WorkETC.com.


Stephen King, CPA CGMA

Stephen King, CPA CGMA, is president and CEO of GrowthForce, a market leader in the client accounting services industry, providing cloud-based bookkeeping, accounting and controller services for service businesses and nonprofits.

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A highly energetic and motivational business leader, entrepreneur and speaker, Steve has a passion for helping businesses and nonprofits reach their growth potential. His ability to visualize the future of small business accounting and assemble a highly qualified and motivated team has led to GrowthForce’s growing success as one of the nation’s largest cloud based bookkeeping, accounting and controller services.

Steve’s experience with accounting system design, technology development, and management services spans nearly three decades. Before opening GrowthForce, he was President of Insperity Financial Management Services division for two years. The division was created from the acquisition of a business called Virtual Growth Incorporated, which Steve founded in 1995 in New York City. Prior to the acquisition by Insperity, Virtual Growth was the nation’s largest outsourced accounting service for small businesses.

Previous to Virtual Growth, Steve spent seven years working for Amnesty International USA. There, he managed the organization’s tremendous growth as its CFO and then honed his fundraising skills as its chief development officer.

His time at Amnesty reinforced Steve’s life-long commitment to giving back to the community through charitable causes. He has been a dedicated board member of many nonprofit organizations, helping them with their finances and fundraising.

When he’s not immersed in helping his clients achieve growth, Steve strives to be a role model to his employees by having the proper work-life balance. Off the clock, Steve is often on the go with this active family or can be found puttering around his yard looking for ways to help his garden grow.

Education, Memberships and Organizational Involvement:
BBA Accounting – CPA, Pace University, New York, NY
Licensed CPA: Texas, New York
Houston Society of Certified Public Accountants
● Executive Committee (2015-present)
● Board of Directors (2006- present)
● Member (2004 – present)
● Visionary Award (2009 – 2010)
● Stan & Margaret Voekel Contribution to Education Award (2014)
Texas Society of Certified Public Accountants
● Board of Directors (2010-present)
● Member (2004 – present)
American Institute of Certified Public Accountants
● Executive Roundtable  (2013-present)
Village Learning and Achievement Center, Kingwood, TX
● Board Member (2004 to present)
● Chair Development Committee (2004 to present)
● Strategic Planning Committee (2004 to present)

GrowthForce Proprietary and ConfidentialDocument1 – 2/10/2017 Page 2
New York State Society of Certified Public Accountants
● Member (1983-present)
American Institute of CPAs (AICPA)
● Member (1983 – present)
Certified Global Management Accountant (CGMA)
● Member (2011 – present)
AICPA CPA.com Executive Roundtable
● Member (2013 – present)
Sleeter Group – Accounting Leadership Council
● Member (2016-present)


Carol King, CPA

Carol King is a practicing CPA in Southern California. She started using QuickBooks in 1997 and QuickBooks Online in 2005, and is a Certified ProAdvisor in QuickBooks Desktop, Online and Enterprise. She has a Bachelor’s Degree in Accounting and an MBA from CSU San Bernardino, and her enthusiasm for sharing her knowledge led to a position as an Adjunct Professor at Chaffey College, teaching QuickBooks and Payroll Accounting.

In January 2017, Carol formed the “Payroll for Preparers” Facebook group, to give Payroll Professionals a forum to discuss issues unique to that specialty.


Gale Kirsopp

Owner, 4700Group
Working exclusively with Law firms since 2009, Gale has extensive experiences and expertise working at the intersection of outsourced accounting services and bar compliance. Using cloud-based applications and technologies, Gale and the 4700Group team, provide attorneys with ongoing monthly services and training to be bar compliant and more efficiently manage their firms.

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For over nine (9) years Gale Kirsopp had been both a national and international speaker and trainer, including both (CLE) training for attorneys and (CPE) training for CPAs. Gale holds an undergraduate degree and two advanced degrees. Gale has been Advanced QuickBooks Certified since 2007 and is QBO certified. 4700Group is a Gold Certified Clio Consulting Firm.


BC Krishna

BC Krishna is the CEO and Founder of Boston-based MineralTree, an Accounts Payable (AP) and Payment Automation solution for finance professionals at growing organizations. BC has started three companies that have defined or established new, multi-billion- dollar market categories. Before founding MineralTree, he

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founded bank fraud detection software company, Memento. Prior to Memento, he founded FutureTense, a company that pioneered the content management category.


David Leary

David Leary is a Small Business Ecosystem Evangelist at Intuit and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise have helped bridge the gap between developers, small business owners and accountants. In 2015, David was named by Accounting

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Today as a “One to Watch” in their Top 100 Most Influential People issue.

2015.02.20 Trulia Headshots

Tricia Lee

Director of Marketing
Prior to joining Bill.com in early 2016 to head up accountant marketing efforts, Tricia has spent more than 10 years in marketing developing acquisition and

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retention campaigns to drive growth in both consumer and B2B industries. Most recently, she was Director of Demand Generation Marketing at Trulia working with real estate agents to expand their business by leveraging digital leads and CRM technology. Prior to that, she has held several marketing and finance roles at American Express, IBM and was part of the founding team at a NY based online healthcare education start-up that recruited and graduated over 50,000 student alumni across the U.S.


Donna Leyens

President, Provendus Group, LLP
Donna Leyens, MBA, is a Certified Professional Coach and the President and Co-Founder of Provendus Group LLC, a global company that provides business tools, strategy, and support to small business owners.

Donna has built a team of certified business strategists to deliver support by training business professionals – accountants, bookkeepers, coaches and marketing experts – to guide clients through the business growth program she co-developed with business Author Mike Michalowicz.


Michelle Long

Michelle is an Advanced Certified QuickBooks ProAdvisor and has a unique relationship with Intuit as an international trainer, consultant and author of numerous courses for Intuit Academy. She’s also a co-author of the Advanced Certifications (both Desktop and QB Online). Michelle is the author of 5 Books: How to Start a Home-Based Bookkeeping Business, Successful QuickBooks Consulting, QuickBooks Practice Set, QuickBooks Online Practice Set and QuickBooks 2014: on Demand.

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Plus she is co-host of the extremely popular QB Power Hour webinar series and the award winning Ultimate Accounting vCon.

Michelle’s recognition includes: CPA Practice Advisor Most Powerful Women, 10 Women who Inspire a Profession, Top 10 ProAdvisor, Small Business Influencer Champion, Stevie Gold Winner for Women in Business and more. She has been mentioned in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA and more.


Brent Looney

Brent Looney is the Vice President of Business Development for SmartBiz Loans™. He is responsible for support and growth of all new and existing partner relationships.

A seasoned entrepreneur, Brent was the co-founder and Director of Business Development for

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AlterG, which launched the first ever “anti-gravity treadmill.” In 2010, he founded Treatful, an online gift card service for restaurants, which was acquired by OpenTable in 2012.

Brent attended Occidental College and an MBA  from the Stanford University Graduate School of Business.


Carlos C. Lopez

Carlos C. Lopez is the founder and President of Lopez Tax Service and Latino Tax Professionals Association located in Salinas, California. He holds a B.A. degree from Pacific Union College and a Certificate of Management Development for Entrepreneurs from UCLA Anderson School of Management. He has been active in tax

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preparation and representation before the IRS for 33+ years. His extensive experience includes developing qualifying continuing education and training programs for the California Tax Education Council and for the IRS Enrolled Agent CE program.


Barry MacQuarrie, CPA

Owner, MacQuarrie Consulting, LLC
Barry MacQuarrie is an experienced accounting and technology professional who provides consulting services to small business owners and accounting firms. His areas of expertise include cloud accounting, process improvement, social media and technology management.

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Barry frequently presents on the topics of cloud accounting, technology, personal productivity, and presentation skills. He serves as a Director for the Babson Alumni Association and Frank Says Hi. He is also a member of the BZWise Executive Committee.


Laura Madeira

Owner, ACS, Inc
Laura Madeira is the owner of ACS, Inc., an Intuit Premier Reseller located in the greater Dallas, Texas, area. She has earned the recognition of being included in the Top 10 and Top 100 QuickBooks ProAdvisors for multiple years.

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She is one of the original members of the elite Intuit Trainer/Writer Network. She has also been a guest speaker for Intuit for many years. She has authored several books about QuickBooks. Laura is an Advanced QuickBooks Certified, Advanced QuickBooks Online Certified, Enterprise and Point of Sale Certified.


Carmen Manrique

Founder and President of Accounts Pro, Carmen Manrique provides accounting and bookkeeping services to small businesses in a variety of industries.  She is a Quickbooks ProAdvisor and Xero certified. Carmen enjoys maintaining relationships with her clients and treats their businesses as if they were her

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own. For over 15+ years, she has been providing clients with quality services and building strong and trusted relationships.  Carmen, began helping the Hispanic community by teaching QuickBooks En Espanol.  Most recently, Carmen established, in 2011, an “Online Academy of QuickBooks in Spanish” reaching Spanish speaking communities throughout the United States, Latin America, and South America.

Full page photo

Jennifer L. Markowski

Jennifer L. Markowski is partner in the litigation department at the law firm of Peabody & Arnold LLP in Boston, MA.  She is an experienced trial attorney and is licensed to practice in federal and state courts in Massachusetts and Rhode Island.  Her practice is focused in the

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Jennifer L. Markowski is partner in the litigation department at the law firm of Peabody & Arnold LLP in Boston, MA.  She is an experienced trial attorney and is licensed to practice in federal and state courts in Massachusetts and Rhode Island.  Her practice is focused in the areas of employment law and professional liability in which she represents lawyers, accountants, architects, engineers, insurance professionals, and real estate professionals.  She currently serves on the Board of Directors for the Real Estate Bar Association for Massachusetts (“REBA”) and co-chairs REBA’s Litigation Committee.  She was recently chosen as an honoree by Massachusetts Lawyers Weekly for its 2014 Top Women of Law.


Antonio Martinez

Antonio Martinez is the VP of Business Development for Latino Tax Professionals Association. In 2004 Tony earned a full-ride scholarship to the University of California, Berkeley. Tony majored in Engineering and was involved in various leadership and volunteer roles. Upon

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graduation, Tony joined LTPA with a goal of building a national brand. As VP of Business Development, Tony has led the exponential growth of the organization and organized various events throughout the country. In 2014 Antonio became an Enrolled Agent with the goal of representing Spanish-speaking tax preparers before the IRS.


Judie McCarthy

Judie McCarthy is the founder and owner of ThinkLeader Consulting where she helps clients embrace and implement cloud technologies that streamline their operations and increase productivity. A longtime member of the QuickBooks ProAdvisor program, she is certified in both QuickBooks Desktop

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and QuickBooks Online. Judie is the former Director of Accountant Relations for Bill.com, where she served as the lead subject matter expert for their Expert and Guru Certification training courses, making her one of the foremost experts on Bill.com. In addition, she is the author of Grow Your Accounting Practice using Bill.com: Improve How Your Clients Pay, Get Paid, and Manage Their Money published by the Sleeter Group.

A frequent and popular speaker, Judie regularly makes presentations at special events such as conferences, regional chapter meetings, expert panels and private firm training sessions. Some of her notable speaking engagements include presentations for Accountex (SleeterCon), Sleeter Road Show, Scaling New Heights, Accounting C4, QuickBooks Connect, Accounting vCon, CPA.com, RootWorks and state CPA societies. With extensive first-hand experience working with cloud technologies, Judie provides attendees with strategic insight and practical know-how that they can take back and immediately implement in their own businesses.


Angela Meharg

Angela Meharg is the founder of Datisfy Inc. For the past 20 years Angela has been a highly ambitious business owner & consultant. Affectionately known as The Crystal Reports Goddess, she has worked in five countries with hundreds of companies including AOL Canada, Oracle, and Adobe.

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Angela simply loves teaching and training. For nine years she was a program leader for an international personal development organization. Her love of computing had her deliver many beginner and advanced courses in Crystal Reports, CRM software, and fundraising software – even writing her own training manuals, always customized with the client’s data. In addition, she has been certified to teach softball, snowboarding, mountain biking, and yoga.

When she was asked to build a custom report for QuickBooks in 2013 – a split commission calculator – she learned first-hand how difficult it is to get data out of QuickBooks. Months later another customer suggested having a look at QQube by Clearify; she saw an opportunity to specialize in one single thing – building amazing custom reports for business owners who use QuickBooks, leaving them totally Datisfied.

Since entering the world of QuickBooks, Angela has been fortunate to cross-refer and work with Top 100 ProAdvisor Award Winners like Leslie Capachietti and Esther Friedberg Karp where the outcomes are always a success for their mutual clients.

Datisfy is based in Canada, but 98% of its customers are in the United States. Datisfy has the “blessing” of Chuck Vigeant, owner of Clearify and maker of QQube for QuickBooks, to handle all returning and new custom report customers. Angela’s expertise and focus has enabled Chuck to focus exclusively on further development of QQube. While she doesn’t want to be a QuickBooks expert, her next goal is to pass the ProAdvisor Certification Test!


Jason Meredith, MTAX, CPA, CFP®

Jason is the Managing Director of Mid-South CFO, a business consulting firm that provides CFO Advisory Services for small to mid-sized companies throughout the Southeast. He offers CFO guidance and controller assistance to his clients as well

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as develop accounting systems and offer tax planning and consulting.


Mike Michalowicz

By his 35th birthday MIKE MICHALOWICZ(pronounced mi-‘kal- o-wits) had founded and
sold two multi-million dollar companies. Confident that he had the formula to success, he became an angel investor… and proceeded to lose his entire fortune. Then he

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started all over again, driven to find better ways to grow healthy, strong companies. Among other innovative strategies, Mike created the “Profit First Formula”, a way for businesses to ensure profitability from their very next deposit forward.

Mike is now running his third million dollar venture. He is a former small business columnist for The Wall Street Journal and MSNBC’s Your Business business make-over expert. He is also regular contributor to Entrepreneur Magazine and American Express’s “Open Forum” series. Mike was a recurring entrepreneurship expert for CNBC’s The Big Idea with Donny Deutsch and has appeared on the CES Roadshow series as well as on NBC, Fox News, ABC News Now, CNBC’s On the Money and Pat Croce’s Down To Business.

Mike is a popular keynote speaker across the globe on innovative entrepreneurial topics; and is the author of Profit First, The Pumpkin Plan and The Toilet Paper Entrepreneur, which BusinessWeek deemed “the entrepreneur’s cult classic.”

PROFIT FIRST – speaking topic
Sales – Profit = Expenses
You are about to discover the profoundly simple yet shockingly effective accounting plug-in that will transform your business from a cash eating monster into a money making machine. In Profit First, Mike Michalowicz, author of The Toilet Paper Entrepreneur and The Pumpkin Plan explains why the GAAP accounting method is contrary to human nature, trapping entrepreneurs in the panic-driven cycle of operating check-to- check and reveals why this new method is the easiest and smartest way to ensure your business becomes wildly (and permanently) profitable from your very next deposit forward


Mike Milan

Executive Vice President

Mike Milan is Finagraph’s Executive Vice President with over 20 years of sales and entrepreneurship to the team. He teaches at the most prestigious graduate schools of banking

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in America and is on the faculty of the Institute of Certified Bookkeepers (ICBUSA). As a sought after speaker on the topic of small business, Mike speaks several times a year for various state level CPA associations, highly regarded accounting conferences, and other trade industry associations on the subject of financial management.

He has translated innovative ideas into multi-million dollar businesses.  Prior to joining Finagraph Mike built several successful ventures from the ground up.   He built and sold Blazing Star Staffing, a Midwest regional hotel staffing company and Bottoms Up Brewhouse.  He also owned two service businesses in the St. Louis area.

Mike is a former Missouri State Trooper. He earned his MBA from Baylor University.


Stephanie Mozzillo

Stephanie Mozzillo, Product and Channel Marketing Manager, has worked with The Neat Company for 2 years.  She comes to Neat with channel development and vertical segmentation expertise. Prior to Neat, Stephanie honed her skills at a tech start-up (Conigent), a tech manufacturer (OKI Data), and a CPG

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company (SodaStream).  Born and raised in New Jersey, Stephanie attended Rutgers University Business School; and now lives in Philadelphia. Sports, travel, reading, and her Shiba Inu, Miles, are a few of her favorite things.


William Murphy

RRR, Ltd
William ‘Bill’ Murphy, known to most people as “Murph”, is an Advanced Certified QuickBooks ProAdvisor, who has been helping businesses get the most from QuickBooks since the day it was first introduced as DOS software in the fall of 1990. His firm, RRR, Ltd., specializes in the installation, networking, use, training and problem resolution for QuickBooks and other Intuit software.

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When QuickBooks migrated from C-index, Murph began his education in Sybase. Since that time, he has become one of the leading experts on the QuickBooks database and regularly analyzes more than 200 QBW files per year for data corruption. Murph’s firm also supports more than 100 third-party products that integrate with QuickBooks, and engineers Microsoft networks for many of their clients. RRR, Ltd. currently has more than 700 QuickBooks clients in 9 states, as well as countless data clients across the country and in three foreign countries.

Murph is Oklahoma’s only Intuit VIP member. He has more than 30 years of financial & teaching experience, and holds multiple degrees from the University of Central Oklahoma. He serves as an Adjunct Professor for the Professional Development Institute at Oklahoma City Community College where he has taught QuickBooks and other business software.

Murph served as contributing technical editor for “Business Analysis with QuickBooks” published by Wiley in 2010; he also contributed to Laura Madeira’s “QuickBooks In-depth” series published by Que in 2012 thru 2014, and has served as Sr. Editor and lead author for Insightful Accountant since its inception in 2013.


Steven Myers

Steve is one of the world’s foremost experts on SOS Inventory. He also has extensive experience with QuickBooks Online. He maintains an active leadership role in customer support, quality assurance, and the product roadmap of SOS Inventory. With a unique blend of business and technical skill, Steve has helped

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thousands of users build their businesses using SOS Inventory.

Prior to his work with SOS Inventory, Steve served in the United States Air Force as a Logistics Officer, helping to manage a logistics depot for the US Department of Defense. Steve also has experience as a college instructor, and his talks are always lively and informative.


Clayton Oates

You are going to love what Clayton has to share; a passionate and engaging communicator who teaches with a unique style based on 20+ years of practical experience. Recognised by CPA Practice Advisor as a Top 25 Thought Leader (2015, 2016, 2017), Clayton has helped more than 25,000 SMB’s and ABC’s (Accountants |

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Bookkeepers | Consultants) use technology to buy back precious time from their businesses. This Inspired (Ex) Accountant from Australia is living proof how you can successfully transition from Trusted Advisor to Difference Maker in the lives of your clients and importantly your own.

Connect with Clayton on twitter @Clayton_Oates and www.ClaytonOates.com


Nancy Orben

Senior Manager, Blue & Co., LLC
With more than 30 years of accounting and auditing experience as a CPA, Nancy Orben is a Senior Manager at Blue & Co, a regional CPA firm, Nancy specializes in accounting software and consulting, focusing mainly on construction, manufacturing and non-profit clients.

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Nancy is advanced certified and/or certified in all QuickBooks software. She is an SNH Scholar and has attended all 10 years of the Scaling New Heights conferences and was selected the 2017 QB Desktop ProAdvisor of the Year.


Vanessa Ocampo

Vanessa Ocampo, founder of QuickBooksEnEspanol.com, has educated the Latin community for over 10 years in QuickBooks and how to utilize this accounting tool to work less and gain better results. Vanessa is a Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online, a MBA Alumni, and has

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written and published the first and only training manual in Spanish for QuickBooks Online. She has created numerous QuickBooks courses for Spanish speakers, in addition to a course on how to start your taxes with QuickBooks. Vanessa trains all over Latin America and Spain on topics relating to sales tax and government compliance, as well as inventory and cost efficiency with QuickBooks as an application.


Luis Parra

Luis Parra is considered one of the best-prepared and influential Hispanic professional in the world of taxes in the United States. He has been a tax instructor for the past 12 years, and about 1,000 people have participated in the first tax school in the city. He belongs to a select group of Enrolled Agents

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(EA), with about 50 thousand members in the United States. These professionals are authorized to represent taxpayers in the federal tax system. He is the Founder and President of Latino Association of Tax Preparers, Inc. (LATAX), a non-profit organization that groups the Latino tax professionals in the country.


Adrian Phillips

Senior Manager of Product Marketing, Citrix ShareFile
Adrian Phillips (@adrianpphillips) is the Senior Manager of Product Marketing at Citrix ShareFile. With a diverse career dating back to the dot-boom era, he’s worked in multimedia journalism, owned a small business and helped software

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technology companies of all sizes market innovative software products. Striving to live a paperless life in Raleigh, N.C., Adrian holds a bachelor’s degree in journalism from Flagler College in St. Augustine, Fla.


Alicia Katz Pollock

CEO and Author, Royalwise, Solutions, Inc.
At 13 years old, Alicia Katz Pollock received her first computer, and immediately designed a database for her father’s dental practice. Her passion for computers grew as she did. A natural teacher, she blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business solutions.

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As a Diamond-level ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia leads monthly QuickBooks training webinars, and has a vast subscription-based library of QuickBooks training videos.


Rich Preece

Rich Preece is the Global Accountant Segment leader for Intuit QuickBooks. His priority is to create more connections between small businesses and accounting professionals so both can achieve long-term profitability and growth. Previously, he was the VP and Managing Director of Intuit QuickBooks UK,

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where he helped small businesses and accountants move to the cloud to manage their finances moreeffectively with QuickBooks. Since joining Intuit in 2002, Rich has played a critical role in growing thebusiness and bringing products to market in different regions including the US, UK, France and India forboth small businesses and accountants.


MB Raimondi

MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation is an Advanced QuickBooks Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online. She has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999. The focus of her practice in CT is mainly QuickBooks

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consulting and training, specializing in strategizing, researching and installing 3rd party add-ons and conversions to QuickBooks from other accounting software. She’s part of the Intuit Premier Reseller program, getting great deals on Intuit products and services. MB was named the Top QuickBooks Online ProAdvisor, 2015 by Insightful Accountant and was in the Top 100 ProAdvisors for 2014-2016. MB can be reached at mb@mbraimondicpa.com.


Laura Redmond

CEO, Redmond Accounting Inc
Laura founded Redmond Accounting Inc., a boutique cloud accounting and consulting firm selected by Intuit as a Top 20 Firm of the Future. Their service delivery is centered solely on QuickBooks Online and its eco-system of apps.

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Laura co-created the AERO Workflow app used by accounting firms to manage their knowledge capital and service delivery. The Aero Library includes step-by-step instructions and procedures for many of today’s most popular apps in the QuickBooks Online eco-system. Laura is also co-author of Intuit’s QuickBooks Online certification program for accounting professionals and teaches these courses at national events throughout the year.


Fran Reed

Fran is the President of Freedup DataOptics. She has an MBA in Accounting and is a highly skilled technician. This unique blend of skills allows her to design solutions that work.  She is a QuickBooks ProAdvisor and Excel expert as well as a Solution Provider for Transaction Pro, Method CRM, Qqube and

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Concur. Clients come to her when no one else can offer a solution.

Fran is passionate about helping other ProAdvisors and consultants to move forward in their businesses. She is the organizer of two user groups, one for Method:CRM and the other of QuickBooks consultants in the San Francisco bay area.

Her consulting company, Freedup DataOptics is focused on supporting these products for the QuickBooks community. Freedup DataOptics is dedicated to providing service to businesses desiring to better integrate their data systems and more clearly understand their financial operations.

When not working, Fran enjoys playing with her dogs and riding bikes with her husband, Larry. Fran and Larry are deeply involved with local Drug/Alcohol Recovery programs in the SF Bay Area, helping support those in recovery through music.


Matt Rissell

Matt Rissell co-founded TSheets, his sixth successful startup venture, in 2006, after discovering a gap in the employee time tracking and reporting market. Since then, the company has been named the Idaho Innovative Company of the Year, currently employing 45 of the best employees in the business and

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growing, and circling the globe with customers in over 50 countries.
With a passion for startups, strategy, and identifying high-growth opportunities, he speaks at conferences nationwide and is a regular contributor to The Huffington Post. Matt serves on the executive committee of the Idaho Technology Council, the advisory board of the Boise State University Computer Science Department, and the Vistage CEO Network. He has also received the 40 Accomplished Under 40 Award from Idaho Business Review, Cartridge World’s Franchisee of the Year award, and was named to the Verizon Wireless President’s Cabinet.

A native of Colorado, Matt enjoys spending time in the mountains of Idaho with his wife, three children, and his Weimaraner, Brushy—bird hunting, bowhunting, and fishing.


Kevin Roosa

Kevin Roosa is Director of Sales at Right Networks. During his 9 years with the company, Kevin has played an integral part in driving their explosive growth through direct sales and other key channels. Kevin graduated from Marquette University with majors in Information Technology as well as Supply Chain

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Management, and has been named one of CPA Practice Advisor’s 40 Under 40 to watch in the accounting profession.


Sam Santangelo

Sam Santangelo is the eLearning Content Manager at SmartVault. Sam is a skilled MBA graduate with over 10 years of international and domestic sales and procurement experience in the technology industry. He holds dual U.S. and European Union citizenship and has lived for extended periods in Italy

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and Spain. Sam has led sales and purchasing teams in China, Spain, and the United States.


Heather D. Satterley, EA

Owner, Satterley Training & Consulting, LLC
Heather is co-author of the QuickBooks Online Core and Advanced Certification Training materials. She is also founder and sole owner of Satterley Training & Consulting, LLC – a consulting firm focused on helping accounting professionals learn and master the QuickBooks ecosystem.

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A QuickBooks user since 1997 and ProAdvisor since the inception of the program, Heather has trained and supported hundreds of accountants, bookkeepers and small business users over the past 19 years.

In addition to owning her own firm, Heather spent many years working with CPA firms, as principal consultant, tax professional and technologist. She is passionate about sharing her love of accounting technology, process efficiency and insatiable curiosity about all things “account-techy” with others. She is an active member of the Intuit Trainer/Writer Network and was named a Top 100 ProAdvisor in 2014, 2015 & 2016 by Insightful Accountant.


Jim Savage

Jim Savage has been a QuickBooks Pro Advisor since 1999. In addition, he is an Advanced Certified Pro Advisor and his company, Savage and Associates, is certified in QuickBooks Enterprise and QuickBase in the ISP channel.

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Prior to becoming a Pro Advisor, Jim was an IT director for a major health
insurance carrier and has been involved in large scale IT projects throughout
his career. He is now specializing in EDI and eCommerce clients and integration
with QuickBooks. He has referred to himself as “The QuickBooks Guy” since he started, hence the name of his website.

Since most of his projects are complex and involve multiple technologies, he has developed a project management methodology that can be applied to almost any technology project. He will be sharing that methodology at Scaling New Heights this year.


Tonya Schulte, AICB

Tonya is the founder of Schulte and Schulte, LLC – a Phoenix, Arizona area based firm specializing in helping small to mid-sized construction contractors “play like one of the big boys.” She has been in construction accounting for nearly 20 years, is an advanced certified

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QuickBooks Online ProAdvisor and a certified QuickBooks Desktop ProAdvisor, and a Knowify Advisor and a Hubdoc Certified QBO ProAdvisor.
Tonya is not your stereotypical dark back room, pencil pushing bookkeeper. Her nimble fingers and equally nimble mind, along with her tech savvy style, quick wit, and construction accounting acumen all join together to aid Schulte and Schulte clients in scaling their construction contracting businesses in real time. If you want to make her happy ask her about her 3 children . . . or offer her a piece of chocolate.


Caren Schwartz

Caren Schwartz founded Time & Cents Consultants, LLC to help legal and other service professionals select, install and get the most out of their practice management, billing, accounting, and other firm specific technologies. She works to allow companies to better manage their time, money and

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information through the practical and efficient use of their software. She is an expert in billing, legal accounting and practice management systems and does extensive work integrating solutions with QuickBooks. Caren extends her reach as a member of 35*45 Consulting – Global, a national firm providing comprehensive information technology services.

Caren is an Advanced Certified Pro Advisor for QuickBooks® and QuickBooks Online and a Certified Consultant for Tabs3 and PracticeMaster, Timeslips® by Sage, Sage 50® (formerly Peachtree), CosmoLex. Clio, Timesolv, Amicus Attorney® and Amicus Cloud, and Xero. Caren is also a Certified Independent Consultant for Time Matters®, Billing Matters™ and PCLaw®.  She is a member of the Intuit Accounting Professionals Trainer and Writers Network and has created courses for Solo Practice University. Caren is the author of QuickBooks for Law Firms. Caren has recognized as a Top 100 Pro Advisor for three years and was a Top 10 for Niche Practice in 2014. Caren co-chairs the Greater Fairifeld County Connecticut Chapter of Woodard Groups.


Liz Scott

Owner, Accounting Lifeline
Liz Scott is a partner at Accounting Lifeline an Oklahoma based accounting firm which specializes in QuickBooks training, setup, support and advisory services for small business.

She is Insightful Accountant’s Contributing Author for the QBO Monday Minute feature and co-host of Insightful Accountant and Woodard QBtalks, QBO Quarterly Fireside Chat.

Liz’s passion is to utilize cloud technology which is essential to providing real time numbers so small business owners could be empowered to make financial decisions in a timely manner.


Dawn Scranton

Dawn Scranton, Founder & Director of QBPluggedin. A Resource Center For Business Owners Seeking Solutions. Dawn has been a QuickBooks Guru, Add-on Advisor and Reporting Ninja since 1993. She is also a member of the Intuit Developer Network, Intuit Trainer/Writer Network and Sleeter Certified Consultant.

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Valbon Shabani

Val is one of Method’s most veteran team members, joining the company in 2008 after spending a year with IBM. In his years with Method, Val has enjoyed a range of responsibilities, beginning in Professional Services and later heading up the Method Partner Program, developing

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best practices and paving the way for the program’s growth. Today, he is the Director of Method’s Education Department, responsible for the team developing internal and external training and instructional resources.


Leslie Shiner

Leslie Shiner—author, speaker, and trainer—has more than twenty-five years’ experience as a financial and management consultant. She is the owner of The ShinerGroup, providing top-level financial and management consulting for the construction industry, helping businesses maximize profits and gain financial

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control. She is the author of A Simple Guide to Turning a Profit as a Contractor. She is a CPA Practice Advisor Top Thought Leader and an Advanced Certified QuickBooks ProAdvisor. She frequently speaks at industry conferences and continues to receive high praise for her ability to make financial management interesting, understandable, and even entertaining.


Jeff Siegel

Jeff has spent the last twenty years providing accounting system solutions to emerging businesses. Since starting Siegel Solutions, Jeff has worked with hundreds of clients providing bookkeeping, consulting, and training services. After graduating Northeastern University, he spent five years working with two

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multinational CPA firms in an auditor capacity building a foundation for understanding how businesses work. He later went on to work in various controller and CFO roles before starting Siegel Solutions in 2000. Jeff is a Certified Public Accountant, a QuickBooks Advanced Pro Advisor in both desktop and online, and an Intuit Premier Reseller. Jeff is also a Microsoft Certified Systems Engineer.


Karen Siewert

Karen Siewert, Owner, The CertifiedQB Group, LLC, is a member of Intuit’s Premier
Reseller Program, and a member of the Intuit Accountant Trainer/Writer Network. Karen holds Intuit Certifications in QuickBooks Point of Sale, QuickBooks Enterprise Solutions, Advanced Certifications in QuickBooks Online and the

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Advanced Certification for QuickBooks Desktop. Karen has 19 years of specialized training in the use of QuickBooks, as well as over 42 years of accounting and bookkeeping experience and 25 years in the Construction industry using QuickBooks and Industry Specific Solutions. Karen is a graduate of the State University of New York College at Oswego with a B.S. in Business Administration. Prior to establishing the company, Karen worked for General Electric Credit Corp., Simmonds Precision, Bruegger’s Bagels, and Homestead Design. This background provided accounting experience in manufacturing, credit and collections, construction, and the Positive Pay service found in banking. Teaching financial education using QuickBooks software is Karen’s passion!


Rob Smith

Owner, OneNoteForAll.com
Rob is the owner of OneNoteForAll.com. After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed OneNoteForAll.com to provide a platform to help teach other professionals the power of OneNote.

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Prior, he was a partner at the accounting firm of Gordon, Stockman & Waugh in Peoria, IL. He has taught at numerous industry conventions, state CPA conventions, SCORE, and Small Business Development Center seminars. He has taught a college level QuickBooks class at Illinois Central College. He also earned the Elijah Watt Sells Award with High Distinction upon passing the CPA examination.


Sean Stein Smith

Assistant Professor, Lehman College
Sean Stein Smith is an assistant professor at Lehman College (CUNY), and international public speaker with expertise in the areas of financial reporting and strategic management accounting.

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Sean is the author of 5 books on financial reporting, as well as numerous scholarly and practitioner articles focusing on accounting, technology, and strategy. He is a member of the 2017 AICPA Leadership Academy, and was named a 40 under 40 in the accounting profession by CPA Practice Advisor. A member of the AICPA Commission on Financial Literacy, NJCPA Content Advisory Board, and NJCPA Emerging Leaders Council, Sean has published dozens of articles on technology, finance, and personal finance issues. Sean has published multiple books on corporate finance, several personal finance books, and is an avid user of technology and social media for educational purposes.


Davis Snedeker

Davis Snedeker is the Lead Designer for INT’s Creative Services. A millennial and digital native, Davis was brought up in the age of digital technology and social media.  He has cultivated a passion for strong creative strategies supported by simple, elegant design. His experience with graphic design, digital

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marketing and web development coupled with his love of small-to- midsized business management has drawn him to clients in the accounting profession, and he is excited to share his marketing expertise with the forward-thinking attendees of the SNH conference.


Tyler Stableford

Award-winning director, photographer and speaker Tyler Stableford has earned a
worldwide clientele for his work. At the heart of his ethos, Tyler crafts bold visual stories for both print and motion campaigns.

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Tyler is one of Canon’s prestigious Explorers of Light, and Men’s Journal named him “One of the Seven World’s Greatest Adventure Photographers.” His award winning short films have screened at film festivals around the globe. Tyler’s passion for storytelling extends beyond commercial work—he volunteers to shoot at least one week per year for nonprofits. See more at www.tylerstableford.com


John Torvi

Vice President of Marketing & Sales, Herbert H Landy Insurance Agency
John Torvi is the Vice President of Marketing & Sales at the Herbert H. Landy Insurance Agency of Needham, MA. John has been in the insurance industry, focusing on the needs of business owners, for over 27 years.

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He holds a Bachelors Degree from Providence College and a Masters Degree from Springfield College and is a frequent speaker and contributor to professional journals and conferences for the legal, accounting, real estate and insurance industries.

The Landy Agency is a national leader in providing professional insurance services for attorneys, real estate professionals and accountants. John can be reached at 781-292-5417 or johnt@landy.com or visit the website landy.com for information.


Ian Vacin

Co-Founder, VP Education & Partnership, Karbon
With over 25 years of experience in technology and over 15 years of leadership experience in the accounting industry at Karbon, Xero, and Intuit. Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the small businesses that they serve. In 2016, he was named ‘Top 20 under 40’ by CPA Practice Advisor.


Mark Wickersham

Founder, Mark Wickersham Training International Ltd
Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. Mark is also a widely published author on practice issues.

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In May 2011 his book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. Mark has over 100 recommendations from accountants on LinkedIn: CONNECT with him on LinkedIn to get access to free resources he has created for accountants in practice.


George Williams, MBA

George has been providing Accounting and Trusted Advisory services for over 25 years across all sizes of business, private and public.   His firm, GeorgeW Services, Inc and Boca Bookkeeping provides Accounting services, Business Solutions, and Consulting for business owners focused on creating value

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using QuickBooks Ecosystem solutions and services.   George has also been involved in selling products and services to business throughout his career with a focus on Inventory and Distribution related businesses.

He holds an MBA from Duke University and an Industrial and Systems Engineering degree from University of Florida.  He is married to his best friend and the proud father of 3 successful young adults. He is also a leader of the Woodard Network Palm Beach Group.


Balz Wyss, Ph.D.

Balz is leading the accounting channel strategy and business development at Avalara, a leading provider of sales tax and compliance solutions. He is driving partner engagement with large, medium-size and smaller bookkeeping and accounting firms.

Prior to joining Avalara, Balz led the cloud services channel strategy and

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analytics efforts at Microsoft. He worked with partners across the globe to incubate new business models, strategic alliances and partner programs around cloud computing. Previously, Balz drove product marketing for SaaS and Unified
Communications (UC) at Microsoft’s Asian headquarters in Singapore, managing business productivity products such as Office365, SharePoint and Exchange across Asia. He also held various business development, strategy and marketing roles in the Office and Windows product groups.

Before joining Microsoft, Balz held executive positions at various leading IT and media companies such as Real Networks, AOL-Netscape & Knight-Ridder. Balz started his business career in consumer and business market research at GFK-IHA, the largest market research company in Europe.

Balz has a Master’s degree in Social Psychology & Business Administration and a Ph.D. in mass communications science from the University of Zurich, Switzerland. He also was a post-graduate fellow at the Swiss Federal Institute of Technology in Zurich.


Will Yapp

Right Networks, VP of Sales, Marketing & Business Development
Will’s focus is on maintaining and growing Right Networks’ position as the leading provider of cloud-based collaboration offerings for accountants and financial professionals. He has a proven track record for driving revenue and negotiating large scale,

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solution-led deals.

Will has served in senior leadership roles at tech companies including Senet, Inc., Constant Contact (acquired by Endurance International Group), Aepona (acquired by Intel Corporation) and LiveWire Mobile (acquired by OnMobile Live).

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