FEATURED MAIN STAGE PRESENTERS

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Itzik Amiel

Itzik Amiel, Attorney-at-Law, Bestselling author, Founder & CEO THE SWITCH® is considered the global leading authority on Business Development, Business Networking, Personal Branding & client engagement strategies. He is a sought-after speaker, trainer, business mentor, Attorney-at-law & accountant. Itzik is the bestselling author of “The Attention Switch” & Founder & CEO of THE SWITCH®, which helps professionals switch Relationships to

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Referral & Results, engage with their clients and grow their practice. Itzik’s keynote presentations, training and workshops combine in interactive way knowledge with unique how-to’s. They are truly a memorable experience. Itzik is a regular keynote speaker at business events & conferences globally and he has delivered over a few hundreds of keynote presentations and executive briefings in more than 68 countries worldwide. Itzik has shared the stage with world’s premier thought-leaders including Dalai Lama, sir Richard Branson, Bob Geldof, Steve Woznijk [co-founder of Apple], Darren Hardey, Mark Victor Hansen, Marianna Williamson, Chris Gardner, Robert Kiyosaki, Nick Vujicic, Bob Geldhof, Tom Hopkins etc.

Itzik has transformed the lives and careers of clients and professionals worldwide, bringing more than 20 years of research and experience to the art and science of business relationship development and Attention Leadership™. His signature focus on success through authentic relationships has fueled his own rise to prominence. He was called many times one of the most “connected” individuals cross-countries.
Itzik has published many articles and white papers on business development, business networking, personal branding, client experience and building relationships.

As founder and CEO of EyeRon Group, a consulting and corporate services company for International Expansion, and as the Founder of THE SWITCH® and the Power Networking Academy™, Itzik provides accountants, financial advisors, lawyers, other professionals and corporate market leaders with strategic consulting, keynote presentations and training to help individuals, organizations and firms communicate more successfully, strengthen their relationship, market presence and personal brands and improve their business network to grow Instantly and Fast.

Before founding THE SWITCH®, Itzik honed his skills during his international legal and corporate career at prominent firms such as ABN AMRO Bank, Moore Stephens, international law firms and leading trust companies.

Itzik holds a Bachelor of Laws (LL.B.) cum laude and a Master of Laws (LL.M.) in international taxation. He is the founder and first chair of Young IFA, member of many professional associations, an active board member and international ambassador of the CRM Association and the international ambassador and Global Expansion director of a few business networks.

Besides, he is a member of the SCIP Global Business Executive Council; and the Global Board of the National Lawyers Bar of India; Itzik is a senior advisory board member for Corpdata (USA) and Globals inc. (USA). Itzik is also on the board of editors of the international tax Magazine, Analitica (Russia; CIS) and in the mentoring committee of ‘Big Consulting’ magazine and a few startup accelerators.

Founder & CEO, THE SWITCH® & THE SWITCH HUB®
Twitter: @amielitzik
LinkedIn: www.linkedin.com/in/itzikamiel
Website: itzikamiel.com | www.theswit.ch

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Simon T. Bailey

Simon T. Bailey is a Breakthrough Strategist whose life’s purpose is to teach 1 billion+ people how to be fearless and create their futures.

He equips companies with the tools necessary to effect cultural transformation resulting in higher employee engagement and platinum customer service experiences. He has more than 30 years’ experience in the hospitality industry, including serving as sales director for Disney Institute and

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has worked with more than 1,700 organizations in 46 countries.

Simon has been named one of the top 25 people who will help you reach your business and life goals by SUCCESS magazine, joining a list that includes Brene Brown, Tony Robbins and Oprah Winfrey.

He is the author of nine books and his Building Business Relationships on Lynda.com has been viewed by more than 850,000 people. His Goalcast video, released Father’s Day 2018, has over 53 million views worldwide.

Simon holds a Master’s degree from Faith Christian University and was inducted as an honorary member of the University of Central Florida Golden Key Honor Society.

When he is not working, Simon spends quality time with his two active teenagers, roots for the Buffalo Bills, and serves as a board member for the U.S. Dream Academy, Orlando Health Foundation Board, and Florida Virtual School Foundation.

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Dave Lakhani

Dave Lakhani is one of the nation’s most recognizable experts on applied persuasion, human influence, sales and marketing and cults. He is an award winning author and speaker who has spoken to more than 3 million people in 126 countries around the world over the past decade. Dave is also an Entrepreneur whose companies have made the …

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. 500 list regularly.

Dave’s background in persuasion is unique, he was raised in a cult from the time he was six until sixteen years of age when he escaped and began studying persuasion, that study continues today. He teaches businesses how to leverage psychological and biological responses to increase sales, change behavior and develop deeper relationships. His consulting clients include:

AtaraxisPEO
Bodybuilding.com
FiftyFlowers.com
Morter Health Systems
Dr. Dave’s Best
Advanced Nutrients
TheSleepDoctor.com
Desert Farms
GE
P&G
Cougar Mountain Software
Create A Check
VersaPOS
and hundreds more.

Dave’s books include:
Persuasion: The Art of Getting What You Want
Subliminal Persuasion: Influence and Marketing Secrets They Don’t Want You To Know
How To Sell When Nobody’s Buying and How To Sell Even More When They Are
and five other books.

A media regular, Dave has been featured in outlets including The Today Show, The Big Idea with Donny Deutsch, CNN, Worth, Business 2.0, Sales and Marketing Management, Inc., Inc., Fast Company, and hundreds more.

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Misty Megia

Misty Megia (@MistyMegia) Global Head of ProAdvisor Program and Education Strategy at Intuit, is a business strategist extraordinaire with over 20 years’ experience in market strategy, project management, public speaking, corporate branding and channel marketing. Misty has driven success for companies across a variety of

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industries from hardware manufacturing, software development, green energy, retail franchises, education and accounting firms. After three short years working with the accounting industry, Misty was honored as one of the Most Powerful Women in Accounting by CPA Practice Advisor. Her passion for helping the accounting profession succeed is palpable.

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Ariege Misherghi

Ariege Misherghi is Accountant Leader, Intuit. She is a customer-focused, creative leader who is committed to the customer experience and has a passion for solving the tough and unique challenges accountants face. Her team serves the more than 700,000 accountants globally that use QuickBooks Online Accountant (QBOA) to help grow their firms and better manage their practices, allowing them to …

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focus on being strategic advisors to their clients.
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Rich Preece

Rich Preece is Senior Vice President within Intuit’s Small Business Self-Employed Group. He is responsible for driving growth across all Intuit products and services designed for small businesses, the self-employed, developers and accounting professionals.

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Geni Whitehouse

Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. She is a co-founder of Solve Services, which provides remote bookkeeping services to companies in the wine industry. As a former partner in a CPA firm, two-time software company executive, and recent CMO of a tech startup, she has a passion for applying

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technology to solving business problems. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She is a member of the TEDxNapaValley organizing committee and was the first speaker at their first TEDx event in 2011. Geni is the author of “How to Make a Boring Subject Interesting : 52 ways even a nerd can be heard” which is available on Amazon.com.

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Kim Perell

Kim Perell is an award-winning entrepreneur, investor, and global CEO with a passion for people, positivity, technology, and progress.

Kim Perell is one of the most significant examples of a resilient rise from failure to success. In 2001, Kim went from being laid off at 23 to becoming a multi-millionaire by the time she

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was 30 years old and selling her last company for $235 million in 2014. She is currently CEO of Amobee, a global marketing technology company serving the world’s leading brands and agencies.

Kim is also an investor in over 70 companies, 14 of which have successfully been acquired by some of the largest Fortune 500 companies including a billion-dollar IPO.

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Joe Woodard

As an author, consultant, and national speaker, Joe has trained over 150,000 accounting professionals in areas of small business coaching, practice development, changing technology trends, and how to maximize the use of technology in their practices. Joe regularly publishes articles for AccountingWEB and Insightful Accountant, and Joe has been featured repeatedly in Accounting Today in articles, podcast/video interviews.

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Joe is the CEO of Woodard Events, LLC. In 2012, and 2014-2018, Joe was recognized by Accounting Today as one of the Top 100 Influencers within the Accounting Profession.

Catalyst, Advisor Empowerment at WoodardTM
Twitter: @joewoodard
LinkedIn: www.linkedin.com/in/quickbooksadvisor
Website: www.woodard.com

ADDITIONAL MAIN STAGE PRESENTERS

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Jaimie Blackman

Jaimie Blackman was born with music in his soul and entrepreneurship in his heart.

Forever connecting to people through the arts has always been Jaimie’s primary motif.

As a former music educator, he grew his music school to one of the largest in NYC connecting 1,000 students a week to

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the joy of making music. Currently as president BH Wealth Management in NYC, he speaks and writes about his MoneyCapsules® process, an artful way to talk about money which connects his clients to making sound financial decisions.

As a financial columnist his monthly Sound of Money column connects with thousands of business owners each month. As a frequent speaker for NAMM (National Association of Music Merchants) he connects with tens of thousands of business owners helping them maximize value now and at exit, by engaging and retaining their best employees.

As a coach he connects with financial and business advisors on how to better engage their clients through transformative discovery conversations.

Finally, as president of the Board of Directors of a non-profit which provides support for children and young adults with special needs, he provides leadership by connecting the individuals with the community through a specially designed arts program.

Jaimie holds a Master of Science in Music Education, a Financial Planning Certificate, and is a Certified Wealth Strategist®. Visit Jaimiblackman.com to audition his value-creation tools.

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Jina Etienne, CPA, CGMA

Jina manages the firm’s Diversity & Inclusion team, responsible for developing & implementing Grant Thornton‘s firm-wide D&I strategy. In her role, she partners with firm leaders and collaborates across business lines to create, promote and implement D&I initiatives and programs.
Before joining GT, Jina was Principal Consultant at EtiennePartners, a boutique consulting form she …

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co-founded with her husband. She is an author and speaker on diversity, inclusion & culture, small firm operations, practice management and tax ethics. She has created, developed and delivered a variety of webinars and conference sessions, as well as facilitated meetings, retreats and workshops – all designed to be practical, apply immediately to real-world situations and maximize participant engagement and learning.
Formerly President & CEO, National Association of Black Accountants, Inc. (NABA) where she managed day-to-day operations of the Association and it’s staff. Jina was responsible for strategic direction, stakeholder relationships and organizational priorities. Before joining NABA, she was Director – Taxation at AICPA. She was founder and Managing Member of Etienne & Associates, a boutique CPA firm. She began her accounting career in the tax department of at Touche Ross (now Deloitte).
LinkedIn: etiennejina
Twitter: @MissTaxCat

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Damien Greathead

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 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.

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Joel Hughes

Mr. Joel A. Hughes has been Chief Executive Officer at Right Networks, LLC since January 20, 2017. Mr. Hughes served as Senior Vice President of Emerging Businesses at Constant Contact, Inc. since January 2014 until February 11th 2016. Mr. Hughes served as Senior Vice President of Strategy and Emerging Businesses at Constant Contact, Inc., since March 2013. Mr. Hughes served as the Chief Executive Officer and President of Umber Systems, Inc.

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Craig Joseph

Craig leads intY’s strategic direction, goals, and corporate initiatives while facilitating partner and employee engagement. He has twenty-five years of industry experience, which has provided him with an in-depth understanding of the challenges facing our partners, leading to innovative solutions that support growth and success. Craig believes in empowering employees, promote continuous education, workplace diversity, and leadership development at all levels.

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Craig joined intY with experience working in Europe, Asia and The Americas, and as a previous Executive Leader of the Year, Craig has been credited with recognizing market trends in their early stages, building teams to explore the opportunity and creating go to market strategies to build profitable revenue streams. Craig have also successfully led management teams in both domestic and international markets for leading private and NASDAC listed organizations and will continue to lead intY through its transition. Craig continually strives for optimal efficiency and exceptional customer service, using CASCADE to deliver fast, efficient and simple access for intY partners and customers.

Craig sits on the board of an international Microsoft support company and am an active committee member of a local rugby club.

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Enrico Palmerino

Ranked among America’s top entrepreneurs, Enrico Palmerino launched his first startup, ThinkLite, from his college dorm room which automated lighting design, manufacturing, and financing. ThinkLite quickly grew to $8.5M ARR and #46 on Inc’s 500 List before he graduated. He then went on to invest in SmartBooks and joined as their Managing Director, to help build a tech-enabled accounting solution from 6 to 40 employees during the 3 years he was…

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…there, before selling his stake in the company. Enrico then founded botkeeper in 2015 which built a robot bookkeeper using a combination of AI, machine learning and skilled accountants. Delivering the fastest, most accurate, and lowest cost bookkeeping available, botkeeper serves 1000+ companies and over 100 accounting firms so far. Recognized as the industry leader in automated bookkeeping, botkeeper has raised $22.5M from marquee investors. Enrico also sits on the Board of Fidelity Bank and GVNA Healthcare.

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Sabrina Parsons

Sabrina Parsons is CEO of Palo Alto Software, developer of the best-selling business management software, LivePlan and email management product Outpost. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted for entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives.

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Sabrina assumed the CEO role in May 2007.

Sabrina, as a mother of 3 boys 14 and under, is the author of a blog about the challenges and rewards of being a “Mommy CEO”. She writes for Forbes, Inc. Magazine, Entrepreneur Magazine, Business Insider, Huffington Post, and Bplans.com. Sabrina has a passion for supporting women in the workforce, women in technology and all working parents. She has worked for Paid Family Leave Legislation in Eugene Oregon, for the state of Oregon, and has been featured in Business Insider and BusinessWeek for her advocacy for working parents

She is a staunch supporter of entrepreneurs, and supports entrepreneurial organizations. She has recently been appointed by Governor Kate Brown and voted by the legislature to the State of Oregon’s Workforce and Talent Development (https://www.oregon.gov/WorkforceBoard/Pages/index.aspx), as well as Co-chairing the Oregon Growth Board (https://www.oregon4biz.com/Innovate-&-Create/Oregon-Growth-Board/), another Governor appointed and legislature voted-on position. She is also on the board of the Princeton Entrepreneurs’ Network (www.princetonen.org ) and is on the Board of Directors for RAIN, (https://www.oregonrain.org/) the Willamette Valley Regional Accelerator Innovation Network.

Sabrina believes in community involvement and is helping and volunteering in different organizations in Oregon to help further philanthropy, economic development and public education in the community:

She sits on the Board of Directors for Oregon Community Foundation, and has been nominated by the School Board to join the budget committee for the 4J School District for 2 terms. She is also on the board for the Charlemagne Fox Hollow School PTO as the treasurer, and sits on the Lane County Stand For Children Strategy Team.

She is a graduate of Princeton University and a member of the Oregon chapter of International Women’s Forum.

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Steve Pipe

Former UK Entrepreneur of the Year Steve Pipe is known as the world’s most highly rated advisor to accountants, because he has more recommendations on LinkedIn (over 500) than any other adviser or accountant. As well as being a ferociously proud chartered accountant, he is also a dynamic speaker, ground-breaking researcher, best-selling author, and founder of the Accountants Changing the World and the Get and Give A Million movements. And his books, including “The world’s most …

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inspiring accountants” (which you will get for free at Scaling New Heights), have been described as “masterpieces”, “ground-breaking” and “desperately needed”.

Scaling New Heights 2020 – Instructors

Shafat Qazi

Shafat founded BQE in 1995 to simplify the lives of millions of service professionals. An engineer by trade, he was acutely aware of the pain professional service firms endure when it comes to billing, accounting, time tracking, and project management. He created the original BillQuick in his garage. Two decades later, as he oversees a global enterprise, Shafat has never forgotten his roots and BQE remains at the vanguard of customer-driven innovation.

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Recently, Shafat was honored as “2018 Top 50 CEO” and BQE Software that he founded was also selected as “Best Places to Work-Diversity” by Comparably. He holds a master’s in structural engineering from the University of New York and a bachelor’s degree from the National Institute of Technology (NIT). When he’s not working on a new inventions, he enjoys listening to music and traveling. So far, he’s visited 51 countries and plans to visit at least 50 more.

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Jeff Socha

Jeff Socha is the Senior Advisor and Founding Partner at Ark Financial Group, a boutique business and financial planning firm in Austin, Texas. Jeff’s specialization in business and personal financial planning is in his family’s roots – he spent years working in the family business, founded by his grandfather in 1950 before taking a position as a member agent at the Nautilus Group, later founding Ark Financial Group.

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Jeff has extensive experience developing intricate financial solutions for business owners and executives across several industries and works with clients ranging from established corporations and family businesses to professional individuals and their families. Jeff has been involved in two political action committees through which he lobbied the United States Congress on finance and tax regulations. His innovative solutions for lowering the risk of business ownership and increasing his client’s profitability have been nationally recognized. Jeff is a proud graduate of Texas A&M University where he earned his bachelor’s degree in finance and engineering.

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Mark Wickersham

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. 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 

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to free resources he has created for accountants in practice.

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Mayumi Young

Mayumi is a CPA, former international finance executive, and a financial architect, with 20 years of vast financial experience and knowledge. Her career began with Price Waterhouse serving Fortune 500 companies, but her passion to make a difference forced her to choose a purpose-filled path of her own. Mayumi understands first hand what an

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entrepreneur needs and has designed a company, CPA MOMS®, to meet those unique needs. To learn more about Mayumi, visit mayumiyoung.com.

BREAKOUT SPEAKERS

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Marjorie Adams

CEO & ProAdvisor, Fourlane and POS Warehouse
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

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four years in a row. The firm also offers tax services and online store development.
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.

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Joe Aliota

Joe Aliota CPA lives and works in Madison, Wisconsin. Joe currently works as a senior consultant with Mendelson Consulting Inc, an accounting software implementation and integration firm based in South Florida. As a part-time employee of Porter & Sack CPAs SC in Madison, Joe works almost exclusively with small business clients in the planning for and preparation of business tax returns. In addition to providing accounting software consulting services, Joe is

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able to advise clients on business tax issues, including payroll tax and sales tax compliance. Joe has audit, review, and compilation experience. Joe’s public accounting experience began in 1996.

Joe’s father had a fine dining restaurant in a suburb of Milwaukee for over 50 years, which Joe grew up living and working in. Joe owned and operated a fine dining restaurant in Madison with his sister, prior to his accounting career. Along with inventory management expertise with Mendelson Consulting, Joe naturally has considerable expertise with restaurant accounting and restaurant POS systems. Joe is a former controller of a country club in Madison.

Joe has served on several advisory councils to software developers with the Woodard Group. Joe is excited to be presenting at the 2019 Scaling New Heights conference with Mario.

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Itzik Amiel

Itzik Amiel, Attorney-at-Law, Bestselling author, Founder & CEO THE SWITCH® is considered the global leading authority on Business Development, Business Networking, Personal Branding & client engagement strategies. He is a sought-after speaker, trainer, business mentor, Attorney-at-law & accountant. Itzik is the bestselling author of “The Attention Switch” & Founder & CEO of THE SWITCH®, which helps professionals switch Relationships to

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Referral & Results, engage with their clients and grow their practice. Itzik’s keynote presentations, training and workshops combine in interactive way knowledge with unique how-to’s. They are truly a memorable experience. Itzik is a regular keynote speaker at business events & conferences globally and he has delivered over a few hundreds of keynote presentations and executive briefings in more than 68 countries worldwide. Itzik has shared the stage with world’s premier thought-leaders including Dalai Lama, sir Richard Branson, Bob Geldof, Steve Woznijk [co-founder of Apple], Darren Hardey, Mark Victor Hansen, Marianna Williamson, Chris Gardner, Robert Kiyosaki, Nick Vujicic, Bob Geldhof, Tom Hopkins etc.

Itzik has transformed the lives and careers of clients and professionals worldwide, bringing more than 20 years of research and experience to the art and science of business relationship development and Attention Leadership™. His signature focus on success through authentic relationships has fueled his own rise to prominence. He was called many times one of the most “connected” individuals cross-countries.
Itzik has published many articles and white papers on business development, business networking, personal branding, client experience and building relationships.

As founder and CEO of EyeRon Group, a consulting and corporate services company for International Expansion, and as the Founder of THE SWITCH® and the Power Networking Academy™, Itzik provides accountants, financial advisors, lawyers, other professionals and corporate market leaders with strategic consulting, keynote presentations and training to help individuals, organizations and firms communicate more successfully, strengthen their relationship, market presence and personal brands and improve their business network to grow Instantly and Fast.

Before founding THE SWITCH®, Itzik honed his skills during his international legal and corporate career at prominent firms such as ABN AMRO Bank, Moore Stephens, international law firms and leading trust companies.

Itzik holds a Bachelor of Laws (LL.B.) cum laude and a Master of Laws (LL.M.) in international taxation. He is the founder and first chair of Young IFA, member of many professional associations, an active board member and international ambassador of the CRM Association and the international ambassador and Global Expansion director of a few business networks.

Besides, he is a member of the SCIP Global Business Executive Council; and the Global Board of the National Lawyers Bar of India; Itzik is a senior advisory board member for Corpdata (USA) and Globals inc. (USA). Itzik is also on the board of editors of the international tax Magazine, Analitica (Russia; CIS) and in the mentoring committee of ‘Big Consulting’ magazine and a few startup accelerators.

Founder & CEO, THE SWITCH® & THE SWITCH HUB®
Twitter: @amielitzik
LinkedIn: www.linkedin.com/in/itzikamiel
Website: itzikamiel.com | www.theswit.ch

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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. This has resulted in

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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.

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Denise Bailey

Denise has more than 17 years of experience providing companies of various sizes with business solutions consulting services related to their systems to include people, processes and technology systems. She has specialized knowledge in accounting and related systems applications, workflow processes and

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analysis. Denise aims to identify areas for day-to-day process improvements related to internal accounting processes, tracking and allocation within accounting and related 3rd party 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.

Education, Credentials and Special Training:
Accredited Business Advisor in South Carolina
Advanced Certified QuickBooks ProAdvisor
QuickBooks Enterprise Solutions Certification
M.B.A., Franklin University, Columbus, Ohio
B.S., Accounting, Franklin University, Columbus, Ohio
Professional Affiliations
South Carolina Association of Certified Public Accountants
Civic and Community Activities
Chairman, Tri-County Technical College Business Degree Advisory Board
District Board and Finance Committee member, South Carolina District of Wesleyan Churches
Treasurer, Pickens View Wesleyan Church

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Ira Bedenbaugh

Ira has more than 10 years of experience providing consulting services to physician practices, hospitals and other healthcare entities, specializing in strategic planning, physician compensation, practice operations, analytics and HIPAA.
Ira offers his clients a breadth of technical knowledge and experience in the areas of physician compensation, practice operations and analytics. Related to physician compensation,

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Ira regularly works with clients in the development of compensation formulas, addressing STARK concerns within compensation formulas, fair market valuations and works with his team to provide clients with compensation calculations services.

Ira supports clients with HIPAA compliance services related to HIPAA’s Security Rule in performing security rule assessments and assisting entities with operational implementation of HIPAA’s Privacy and Security Rules.

Prior to joining Elliott Davis in 2006, Ira served as the practice administrator for a multi-physician primary care practice in S.C., where he successfully integrated an electronic health record system in 2001. The practice was named a Better Performing Practice by Medical Group Management Association in both 2000 and 2005 for physician productivity and cost containment. Ira’s current physician practice clients benefit from the insights he brings to bear from his experience as a practice administrator and his unique understanding of the regulatory and operational pressures physician practices face.

Education, Credentials and Special Training
* M.B.A, Clemson University
* B.S., Financial Management, Clemson University

Professional Affiliations
* Member, Medical Group Managers Association (MGMA)
* Board of Directors, The South Carolina Baptist Ministry of Aging

Thought Leadership Numerous professional speaking engagements to audiences including the South Carolina Medical Association, South Carolina Healthcare Managers Association, Allscripts and the U.S. Department of Agriculture. Topics have focused on:

* Regaining Control of Your Practice
* Benchmarking Your Billing Department
* Operational Budgeting
* Staff Hiring and Evaluation Issues
* Managing Change in a Medical Practice
* Dealing with Stress in Medical Practices
* Development of Financial Projections for Governmental Guaranteed Loans

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Jonathan Bello

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

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a member of the Intuit Writers Trainers Network.

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Jaimie Blackman

Jaimie Blackman was born with music in his soul and entrepreneurship in his heart.

Forever connecting to people through the arts has always been Jaimie’s primary motif.

As a former music educator, he grew his music school to one of the largest in NYC connecting 1,000 students a week to

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the joy of making music. Currently as president BH Wealth Management in NYC, he speaks and writes about his MoneyCapsules® process, an artful way to talk about money which connects his clients to making sound financial decisions.

As a financial columnist his monthly Sound of Money column connects with thousands of business owners each month. As a frequent speaker for NAMM (National Association of Music Merchants) he connects with tens of thousands of business owners helping them maximize value now and at exit, by engaging and retaining their best employees.

As a coach he connects with financial and business advisors on how to better engage their clients through transformative discovery conversations.

Finally, as president of the Board of Directors of a non-profit which provides support for children and young adults with special needs, he provides leadership by connecting the individuals with the community through a specially designed arts program.

Jaimie holds a Master of Science in Music Education, a Financial Planning Certificate, and is a Certified Wealth Strategist®. Visit Jaimiblackman.com to audition his value-creation tools.

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Jason Blumer

Jason founded the Thriveal CPA Network in 2010 as a way to help entrepreneurial CPA firm owners connect. Since that time, Thriveal has helped many firms grow by providing a community, CPE, coaching services, webinars, and live events to owners. Deeper Weekend is the annual live event by Thriveal, now in it’s 8th year. Jason and his partner have also been leading their own firm, Blumer & Associates, CPAs, for close to 15 years. The firm was one of the first to move from a traditional office to a virtual …

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environment, where they serve various creative service niches. He and his partner focus heavily on business coaching and consulting with firms and agencies, while their team meets the technical and compliance needs of the client. Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show and speaks and writes frequently for CPAs. He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today).

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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®. Since 2000, Gregg has been teaching QuickBooks® seminars around the country for various groups …

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… 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.

Scaling New Heights 2020 – Instructors

Dawn W. Brolin, CPA, CFE

CEO, Powerful Accounting, LLC

Dawn is a Certified Public Accountant, Certified Fraud Examiner, and CEO of Powerful Accounting, LLC. The firm has two locations in Connecticut, one in Windham and one in New Haven. Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS and State Agency audit professionals as well as a 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.  In addition, Powerful Accounting created a sister company, Your Turn, LLC, where they specialize in application consulting and implementation for small businesses.

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 and many more.  Named “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today and selected as a “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.  Her commitment to her continuing education motivates her to learn something new every single day and recently passed the Certified Fraud Examiner exam in the summer of 2017.  Her next goal is to earn her Certified Forensic Accountant license in 2018.

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Megan Bronson

Megan is an Advisory Manager who joined Squire in 2006 as she finished her Masters of Accountancy degree from Brigham Young University. She has over 13 years of experience working with businesses across several industries, specializing in QuickBooks consulting and Outsourced Accounting Services for Manufacturing and Distribution clients. Megan is a writer and presenter for Intuit’s Trainer Writer Network and is

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recognized nation-wide for her early adoption and expertise in QuickBooks Online. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants, Utah Association of Certified Public Accountants, and has held many positions on the board of the Kiwanis Club of Orem for over 10 years.
Education/Certifications/Involvement:
• Masters of Accountancy Tax emphasis, Minor Information Systems, Brigham Young University
• Advanced Certified QuickBooks Pro Advisor, desktop and online
• Top 100 QuickBooks ProAdvisor
• Orem division of Kiwanis, Board Member, Treasurer
• Utah Valley Chamber of Commerce Women in Business Network, Board Member, Treasurer
• Canyon Elementary PTA, Board Member, Treasurer
Megan lives in Utah with her husband and three kids. She enjoys playing sports, listening to books, and organizing and updating her house. She plays the piano and enjoys singing in groups. Two things that make her unique – she played rugby for BYU and she drives a Tesla (Model X), which she loves!

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Brittany Brown

Brittany Brown is the Founder and CEO of LedgerGurus, a company providing outsourced accounting services to other companies and specializing in the ecommerce space. She is a CPA and QuickBooks Pro Advisor certified in QuickBooks Online Advanced. She is the driving force behind her firm’s rapid growth and innovation, growing from 2 to over 40 employees in 4 years and establishing LedgerGurus as an industry leader in the ecommerce space. Her entire

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work force is home based, operating entirely within the cloud, built on QuickBooks Online ecosystem.

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Stephen Brown

Stephen Brown is the COO for LedgerGurus, a virtual outsourced accounting firm focused on ecommerce accounting. He has an MBA from the University of Utah, a Bachelor of Science in Civil Engineering from Brigham Young University and is a Certified Information Systems Security Professional. Before LedgerGurus, Stephen held executive, product management, engineering, and sales roles at a variety of technology companies including Symantec and Ivanti. He is a QuickBooks Online

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Advanced certifed ProAdvisor and certified in many other accounting solutions.

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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.

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Visit, Caldwell Consulting & Training website, to learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems, and stronger results.

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Kristen Nies Ciraldo

Kristen Nies Ciraldo is a food + finance solutionist and founder of The FRIDAY Guide – an advisory and consulting house devoted to where accounting, data, and tech meet the food and beverage industry. For over 20 years, Kristen has served everyone from corner bar owners to fine dining celebrity chefs. For the next 20, the mission is to impact even more of these risk-taking vanguards by collaborating with other financial and

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tech professionals on F&B services and solutions – all to better understand and support these special people who make life delicious.

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Johan Colvig

Johan Colvig has more than 15 years of experience as an industry leader within business intelligence. He is also a co-founder of MoreReporting and the architect behind the platform. With a background in physics and math, Johan and his team of highly experienced engineers have used artificial intelligence, industry benchmark, financial ratios, trend and numerical analysis to develop the

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most comprehensive financial analytical tool available for Quickbooks in the U.S.

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Ernest Cook

Ernest Cook, principal of Better Idea Group aka the Analytical Accountant (http://analyticalaccountant.info ) has been data wrangling and reporting with the most innovative individuals and businesses in Silicon Valley and beyond for over 30 years. Thru his long-term membership in both the Intuit and the Microsoft Partner programs, he created deep knowledge of both QuickBooks data architecture and SQL which is now aimed at helping clients gain knowledge about

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their companies that will allow them to be successful.
Ernest’ technical knowledge is highlighted by the many certifications he holds and has come from decades of using QuickBooks, Microsoft SQL Server and other databases, accounting applications and reporting tools.
Ernest’s first opportunity to educate accountants was over 25 years ago when he presented award-winning classes inside Chevron on financial reporting. Since then he has presented sessions for the SBDC (small business development center), Microsoft and many others.

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Seth David

Seth David is the chief nerd and President of Nerd Enterprises, Inc. which provides consulting and training services in Accounting and productivity-based software. Consulting services range from basic bookkeeping to CFO level services such as financial modeling.

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Nerd Enterprises, Inc. is one of the leaders in the small business accounting world in online training resources offering courses on a wide range of software products. Seth David has been a top 10 speaker at The Sleeter Group’s Accounting Solutions Conference (now Accountex). He has also spoken at QuickBooks Connect, Xerocon, Sage Summit, Seattle Accounting Technology Bootcamp…and now Scaling New Heights Online.

Seth makes extensive use of social networking tools, and web videos to maximize the impact of his training. His unique style and personal touch has helped him develop a large worldwide audience consisting of accountants, bookkeepers, and small business owners, as well as general consultants and technology enthusiasts. Seth graduated from Pace University in 1996 with a bachelor’s degree in Accounting.

Prior to starting his own firm in 2003, Seth worked at Biggs & Co., CPA’s. An accounting firm based in Santa Monica, CA, specializing in bankruptcy, from 2001 to 2003. Seth’s role there was to perform audits; prepare tax returns for Corporations, S-Corps, LLC’s, Partnerships; and bankruptcy compilation work for SEC reporting and litigation.

Previously, from 1999 to 2001, Seth was a Senior Revenue Accountant for the Veterinary Centers Of America. While there he managed the revenues for over 80 animal hospitals ensuring that the monthly closing entries were prepared so that the monthly and quarterly financial statements could be produced in accordance with SEC regulations.

Seth also worked as an Auditor for United Government Services, a division of Blue Cross and Blue Shield of Wisconsin auditing Medicare cost reports under contract with HCFA (Health Care Financing Administration) from 1996 to 1998.

Seth David attended Pace University and received a Bachelor of Business Administration in Accounting with an emphasis on Public Accounting.

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Deborah Defer

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

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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.

Scaling New Heights 2020 – Instructors

Erin Walsh Dyer

Co-Founder, The Bookkeeper’s Friend

Erin is the ultimate bookkeeper’s friend! As a national trainer for Intuit, Erin educates hundreds of accounting professionals every month for QuickBooks Accountant University, and in 2015 The Bookkeeper’s Friend was named a top 20 QuickBooks Firm of the Future by Intuit. Prior to the launch of the Bookkeepers Friend, Erin was a highly sought-after instructor for Intuit QuickBooks Training (Real World Training).

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Helping users on a more personal level is her real calling.  Through her personal coaching, thousands of companies have learned to effectively navigate and customize QuickBooks for their particular use.  Erin continues to assist accounting professionals to realize the full potential of both cloud based and traditional software options.

Erin and The Bookkeeper’s Friend co-founder/husband, Jonathan Dyer, reside in Joshua Tree, California and have their main office in San Diego.

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Jennifer Dymond, CPA

Founder, Spire Consulting Services
Jennifer’s biggest passion is helping her small business clients pursue their passions with strategic formulas to grow profitably and sustainably. She began studying and performing improvisational theater in 2012 and recently launched Outspoken Improv, LLC to share the magic of improv through educational workshops for professionals to build …

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confidence, improve communication skills and strengthen relationships.

Jennifer is the Founder and Leader of the award-winning Portland Woodard Group and a member of the Woodard Network. Since 2011, she has been leading monthly educational seminars helping local accountants stay current with emerging technologies and professional development.

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William English

Mr. English has over twenty-five years of experience in helping small businesses and non-profits manage their finances. He holds a Bachelor’s degree in Business Administration with an Accountancy focus from National University in San Diego, C.A. William English, is a Certified Intuit Premier Reseller (IRP) as well as an Advanced Certified ProAdvisor in QuickBooks Financial Desktop software. Additionally he is QuickBooks Point of Sale Desktop and Revel Certified …

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as well as being Enterprise and QuickBooks Online certified. He has also been using and supporting QuickBooks for over 20 years starting with the first DOS version of QuickBooks where he was hired by Intuit, the makers of QuickBooks, as one of the first accounting trained technical support representatives for the program. He is a national recognized trainer and is a member of the Intuit Writer/Trainer Network having recently co-authored the V12 QuickBooks Point of Sale Desktop certification.

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Ingrid Edstrom

Ingrid Edstrom is the Priestess of Profits at the award winning bookkeeping firm, Polymath LLC. She is recognized as one of the accounting profession’s Top 40 Under 40, Most Powerful Women in Accounting, a Top 100 ProAdvisor, and the 2017 Top “Up-N-Comer” ProAdvisor. She is a certified FICB (Fellow member – Institute for Certified Bookkeepers), and she has been instrumental in establishing the ICB in

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the United States. Ingrid is the creator the AskABookkeeper.com online education series, 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.

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Jina Etienne, CPA, CGMA

Director – Diversity & Inclusion Grant Thornton LLP
Jina manages the firm’s Diversity & Inclusion team, responsible for developing & implementing Grant Thornton‘s firm-wide D&I strategy. n her role, she partners with firm leaders and collaborates across business lines to create, promote and implement D&I initiatives and programs.
Before joining GT, Jina was Principal Consultant at

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EtiennePartners, a boutique consulting form she co-founded with her husband. She is an author and speaker on diversity, inclusion & culture, small firm operations, practice management and tax ethics. She has created, developed and delivered a variety of webinars and conference sessions, as well as facilitated meetings, retreats and workshops – all designed to be practical, apply immediately to real-world situations and maximize participant engagement and learning.
Formerly President & CEO, National Association of Black Accountants, Inc. (NABA) where she managed day-to-day operations of the Association and it’s staff. Jina was responsible for strategic direction, stakeholder relationships and organizational priorities. Before joining NABA, she was Director – Taxation at AICPA. She was founder and Managing Member of Etienne & Associates, a boutique CPA firm. She began her accounting career in the tax department of at Touche Ross (now Deloitte).
LinkedIn: etiennejina
Twitter: @MissTaxCat

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Loren Fogelman

Loren has delivered talks across the United States at major conferences such as Inbound as well as many industry conferences. In 2018 she was recognized by HubSpot in its annual list of the world’s top 22 business coaches.

Loren is an expert in pricing strategy and sales. She coaches accounting professionals to shift away from

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the “dollars-per-hour” business model to a value-based model that reduces workload by as much as 50% while doubling revenues.

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Susana Fonticoba

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.

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Dawn Fotopolus

Dawn Fotopulos is Professor of Business at The King’s College and the Founder of The Hidden Profit Academy whose mission is to Double Small Business Survival Rates by Harnessing the Genius of Accounting Professionals. You can find her advice at Dawn Fotopulos.com.

Professor Fotopulos has been invited as an expert for; MSNBC’s “Your Business”, for the

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New York Time Small Business Summit Conference, Forbes.com, and the Kaufmann Foundation’s Fast Track Program. Her award-winning book, Accounting for theNumberphobic; A Survival Guide for Small Business Owners (Harper Collins) won Best Business Book of 2015 by Small Business Trends. She is also a regular contributor to Entrepreneur.com and the FedEx Small Business Center. Professor Fotopulos is a member of Jim Blasingame’s “Small Business Braintrust” as a guest expert on his national radio show every month.

Professor Fotopulos holds a Bachelor of Science degree from Cornell University (dean’s list) and a Masters Degree in Business (with distinction) from The Stern School of New York University.

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Kathy Grosskurth

Join Kathy Grosskurth as she shares what Networking is, what Networking is not, and some key concepts to consider when it comes to the fine art of meeting people to foster relationships and to grow your business. Kathy’s many years of helping job seekers achieve their fullest potential has helped many small businesse owners and accounting professionals alike achieve their goals to strengthen and expand their reach in

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their local and global communities. A member of the Intuit Trainer / Writer Network, Kathy has written a handful of articles for the Firm of the Future blog on topics ranging from setting boundaries, goal-setting, and marketing oneself at trade shows and events. Kathy is an Advanced Certified QuickBooks ProAdvisor in both Desktop and Online platforms as well as a long-time volunteer at Sweetwater Misison where she’s heads up the Career Connections ministry for the last 4 years. In 2018, Kathy also helped establish the West Metro Atlanta Woodard Group which meets monthly in downtown Austell, Georgia. Kathy is married with two grown kids (one an Eagle Scout) and lives in Austell, Georgia.

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Eric L. Green, ESQ.

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 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.

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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 helps accountants and attorneys build their IRS representation practices.

Mr. Green is a contributing author for Advocating for Low Income Taxpayers: A Clinical Studies Casebook, 3rd 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.

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Robin Hall

Robin Hall is the President and Principal Consultant of VARC Solutions in Friendswood, Texas specializing in QuickBooks and Quick Base training and consulting. Her specialty is taking small and large business clients to the next level and teaching them to be self-sufficient within their business. Robin is the developer of several tools that assist clients and peers alike; she is the developer of NAN Practice Manager (Quick Base platform) and Q2QConnect (connection tool for QuickBooks and Quick Base).

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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 Quick Base, TSheets, and QBO.  Robin, a part of the 500K club, has also been a member of the Intuit Reseller Advisory Council; she is currently an active member of the Trainer/Writer Network.  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 2008 Customer Satisfaction Award, Intuit’s 2009 Partner of the Year, Intuit’s 2010 Payroll Partner of the Year, Bob Scott’s Insights 2009 to 2017 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, Intuit’s 2016 Sales Excellence Award, and was named a top 100 ProAdvisor by Insightful Accountant in 2015, 2016, and 2017.  Robin and VARC Solutions were also honored in 2017 with Intuit’s Bonnie Nagayama for community service for their work in the community in the aftermath of Hurricane Harvey.  VARC Solutions was awarded the Quick Base Solution Provider LAND MVP award in 2015 and Quick Base Solution Provider Services MVP award for 2017.

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Patricia Hendrix

Patricia Hendrix is the leader of Woodard Institute, mentoring accounting and bookkeeping professionals to build highly intentional, scalable and effective practices. With over 21 years of accounting experience and specialization in QuickBooks and QB-Ecosystem products, Patricia built one of the mostly highly reputed accounting, bookkeeping and QB consulting practices in the country. Before joining Woodard Events full time, Patricia performed

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tech makeovers of two of her clients as part of Woodard’s Tech Makeover series. She is an active member of 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.

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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…

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… he then re-acquired the business 7 years later. He is a world leader in Exit & Succession planning.

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Randolph P. (Randy) Johnston, MCS

Chairman and CEO
Randy has been a top-rated speaker in the technology industry for over 40 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2017. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2017 Accounting Today Top 100 Most Influential People in Accounting award …

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for the fourteenth consecutive year. Among his many other awards he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be obvious to you in today’s presentation.

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Carrie Kahn

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

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visiting completebusinesspartner.com

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Esther Friedberg Karp

Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant and speaker who is based in Toronto, where she runs her QuickBooks consulting practice, EFK CompuBooks Inc. She has consistently been counted among the Top 100 ProAdvisors worldwide by Insightful Accountant, and has been included in the Top 10, named “Top International ProAdvisor.”

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Esther has the unique distinction of holding ProAdvisor certifications in QuickBooks Desktop and Online in the United States, Canada and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit around the world, and has appeared on behalf of Intuit in several countries. She has speaking credits at events such as Scaling New Heights, QuickBooks Connect, The Sleeter Group Conference, IPBC Ignite, as well as events hosted by various other professional organizations, and she has written countless articles for Intuit Global.

She counts among her clients many international companies, as well as accounting professionals seeking her out on behalf of their own clients for her expertise in multicurrency and various countries’ editions of QuickBooks Desktop and Online.

Esther holds a BSc from the University of Toronto in Actuarial Science and Mathematics, and an MBA in Marketing and Finance from the Schulich School of Business. She has been named one of Practice Ignition’s Top 50 Women in Accounting, one of the Top 10 Influencers in the Canadian Bookkeeping World, and she is a repeat nominee for the RBC Canadian Women’s Entrepreneur Awards. She was also a 2018 Inspire Recognition Program finalist, honoring trailblazers for their lifetime achievements in the Canadian Accounting and Bookkeeping World.

She can be reached at esther@e-compubooks.com or 416-410-0750.

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Roman H. Kepczyk, CPA

Roman H. Kepczyk, CPA is Director of Firm Consulting for Right Networks. Roman is responsible for helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows. Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2005 through

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2017, CPA Practice Advisors Top 25 Thought Leaders from 2011 through 2019, and Accounting Today’s Most Influential People in Accounting thirteen times.
Prior to joining Right Networks, Roman consulted exclusively with CPA firms for over twenty years. He also spent ten years with the CPA firm of Henry $ Horne, (Arizona’s largest regional firm) where he was the partner in charge of the firm’s Management Advisory Services and Consulting practices. Roman also served as the firm’s Administrative partner and was responsible for the creation and implementation of the firm’s technology plan and budget.

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Debra Kilsheimer

Debra Kilsheimer is a partner with her husband, Harold Hickey in Behind the Scenes Financials, Inc based In Port Orange; FL. Debbie is an Advanced Certified QuickBooks ProAdvisor in both Desktop and Online. She’s been a Top 100 QB ProAdvisor since the program’s inception. In 2015, she was honored as a Top 10 ProAdvisor. Debbie is also a member of the Intuit Trainer/Writer network. Debbie has also

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attended every Scaling New Heights! She’s thrilled to be teaching this year.
Debbie’s been in accounting her entire life. Upon graduating from the University of Central Florida, she when to work in a CPA firm – and hated it. There had to be a better way then hourly billing, time tracking and only talking with clients about what DID happen v what COULD happen. Consequently, she left the profession for 20 years. When the technology caught up to her vision, she went back into accounting and now runs her accounting firm as she wants!
Debbie is excited to share with you how you too can have the firm of your dreams.

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Gale Kirsopp

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.

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Dave Lakhani

Dave Lakhani is one of the nation’s most recognizable experts on applied persuasion, human influence, sales and marketing and cults. He is an award winning author and speaker who has spoken to more than 3 million people in 126 countries around the world over the past decade. Dave is also an Entrepreneur whose companies have made the

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Inc. 500 list regularly.

Dave’s background in persuasion is unique, he was raised in a cult from the time he was six until sixteen years of age when he escaped and began studying persuasion, that study continues today. He teaches businesses how to leverage psychological and biological responses to increase sales, change behavior and develop deeper relationships. His consulting clients include:

AtaraxisPEO
Bodybuilding.com
FiftyFlowers.com
Morter Health Systems
Dr. Dave’s Best
Advanced Nutrients
TheSleepDoctor.com
Desert Farms
GE
P&G
Cougar Mountain Software
Create A Check
VersaPOS

and hundreds more.

 

Dave’s books include:
Persuasion: The Art of Getting What You Want
Subliminal Persuasion: Influence and Marketing Secrets They Don’t Want You To Know
How To Sell When Nobody’s Buying and How To Sell Even More When They Are
and five other books.

A media regular, Dave has been featured in outlets including The Today Show, The Big Idea with Donny Deutsch, CNN, Worth, Business 2.0, Sales and Marketing Management, Inc., Inc., Fast Company, and hundreds more.

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Donna Leyens

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

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business Author Mike Michalowicz.

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Greg Litster

Greg Litster is President and CEO of SAFEChecks, a company specializing in fraud prevention. Mr. Litster is a former 18-year banker who held various executive-level positions in banking prior to acquiring SAFEChecks from a California business bank in 1996. SAFEChecks manufactures business and

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personal high-security checks designed by Frank Abagnale, and also offers fraud-prevention software, educational seminars, and expert witness and consulting services.

Mr. Litster is Editor of Frank Abagnale’s Fraud Bulletin, and has written numerous articles for publications such as AFP Exchange, American Payroll Association, American Land Title Association, and Sheshunoff’s Corporate Cash Management Manual. He has given fraud prevention seminars to hundreds of financial and professional organizations across the USA, and has extensive experience as an expert witness, serving on several national and international check fraud and embezzlement cases.

Mr. Litster earned a Bachelor of Science in Economics and an MBA in Finance, both from Brigham Young University.

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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.

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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 preparation and representation before the IRS for 33+ years. His extensive experience includes developing qualifying continuing education and

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training programs for the California Tax Education Council and for the IRS Enrolled Agent CE program.

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Laura Madeira

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. 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

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Online Certified, Enterprise and Point of Sale Certified.

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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 own. For over 15+ years, she has been providing clients with quality services and building strong and trusted relationships.

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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.

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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 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

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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.

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Mariette Martinez

Mariette began her accounting career at a very young age. Being raised in a family-owned business that lasted over thirty years, she learned the importance of passionate entrepreneurship and its reliability on a strong infrastructure, great management and organized accounting system. Her first job out of high school was at an accounting firm and she worked at this firm throughout my college career until I graduated from California State University, Northridge in 2002 with a B.S. in Accountancy.

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After graduation, she was recruited by a national CPA firm in Beverly Hills which specialized in small to mid-sized companies. At this firm, she discovered her true passion for helping small business owners and as a result, she decided to specialize in accounting and taxation of small businesses and become an expert in accounting technologies, including Intuit’s accounting solutions. After a career in public/private accounting, in 2009, she opened her own practice so I can continue to grow and share her knowledge with the small business community.

As a woman professional and self-described “mommypreneur,” she is passionate about elevating women who are building a business, while maintaining a strong household. She strongly believes working women can win in both their careers and in their homes with the supportive tribe alongside them. As a Latina-Owned business, she  recognizes the importance to provide learning opportunities and financial education for the rapid-growing Spanish-Speaking small business community and she has created strategic partnerships to help create these resources in Spanish.

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Trent Mclaren

Trent Mclaren is Australia’s thought leader of the year in the Accounting Industry for 2017. He is also ranked and maintains a position in the Avalara top 100 social media influencers for the accounting industry. Holding a spot in the top 15. In such a short amount of time Trent has been nominated for Thought leader of the year 5 times in the last 3 years, and has created millions of impressions and impact with accounting professionals all over the world. He is currently head of accounting and strategic partnerships at Practice Ignition. Trent is

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a confident high-energy international speaker. Having spoken at 100s of conferences across Europe, United Kingdom, North America & his home country Australia.

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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!

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Mike Milan

Mike Milan is Finagraph’s Vice President, Customer Success with over 20 years of sales and entrepreneurship experience. He teaches at the most prestigious graduate schools of banking in America and is a sought after speaker on the topic of small business.

He has translated innovative ideas into multi-million dollar businesses. Prior to joining

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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.

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Charles Nagel

Founder | Chief Innovation Officer | Strategic Accounts

Charles is responsible for the implementation of Qvinci’s strategic and tactical plans. He has a broad experience in building and turning around companies in a variety of industries including software, medical, manufacturing, agriculture and consulting. He has created and

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filed three patents for Qvinci; one has been awarded while the other two are in process. In addition to Qvinci, Charles has successfully brought a number of other inventions to market during his career. In his role at Qvinci, Charles focuses on driving innovation leadership and teambuilding at the executive level while implementing the overall strategic and tactical plans.

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Mario Nowogrodzki

Mario Nowogrodzki is an information systems consultant and instructor and the founder and principal of Mendelson Consulting, which specializes in QuickBooks and information technology consulting services. He is a frequent author and instructor of QuickBooks and technology topics and a contributing author and speaker for Intuit, The Sleeter Group, and The Woodard Group. A leading figure on the national QuickBooks scene, Mario was a

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charter member of the Intuit Reseller Partner program and was selected to serve on the Intuit Solution Provider Advisory Council for three consecutive terms (longest ever tenure).Mario is a Certified Public Accountant since 1992 and received the Certified Information Technology Professional (CITP) designation from the American Institute of CPAs. As an Advanced Certified QuickBooks ProAdvisor, Mario’s firm was recognized as ‘Killer VAR’ and ‘VAR Stars’, prestigious distinctions awarded by “Accounting Technology” magazine and “Bob Scott’s Insights” acknowledging commitment and character as a value-added-reseller. He was also selected as a ‘Technology Pacesetter’ by “Accounting Today” magazine recognizing reputation among peers and participation on advisory boards and speaker panels at industry events, and is a three-time recipient of the ‘Top Technologist’ award by the Sleeter National Consultants Network. Most recently, Mario was named to the “Insightful Accountant” ‘Top 10ProAdvisor’ list, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks, and was named Top Integrations ProAdvisor out of a field of over 130,000 ProAdvisors worldwide.In addition to working with QuickBooks users and advisors, Mario provides consulting services to accounting firms and other businesses – helping enable success through technology. You may reach Mario at ‘mario@mendelsonconsulting.com’.

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Vanessa Ocampo

Founder of QuickBooksEnEspanol.com
Vanessa 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 written and published the first and only training manual in Spanish for QuickBooks Online.

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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.

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Enrico Palmerino

Ranked among America’s top entrepreneurs, Enrico Palmerino launched his first startup, ThinkLite, from his college dorm room which automated lighting design, manufacturing, and financing. ThinkLite quickly grew to $8.5M ARR and #46 on Inc’s 500 List before he graduated. He then went on to invest in SmartBooks and joined as their Managing Director, to help build a tech-enabled accounting solution from 6 to 40 employees during the 3 years he was

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there, before selling his stake in the company. Enrico then founded botkeeper in 2015 which built a robot bookkeeper using a combination of AI, machine learning and skilled accountants. Delivering the fastest, most accurate, and lowest cost bookkeeping available, botkeeper serves 1000+ companies and over 100 accounting firms so far. Recognized as the industry leader in automated bookkeeping, botkeeper has raised $22.5M from marquee investors. Enrico also sits on the Board of Fidelity Bank and GVNA Healthcare.

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Fred Parrish

Fred Parrish is Founder and CEO of The Profit Experts™, an affordable CFO service that helps small business owners improve their profitability and cash flow. He is also creator of The Profit Beacon™, a new app that provides predictive analytics to help businesses make smart and timely decisions, and author of The Profit Mentality.

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Paul Petersen

Vice President & General Manager of GoldMine Business Unit

Paul Petersen is the General Manager and Vice President of the GoldMine business unit as part of Ivanti Inc. and is a proven, revenue focused technology executive with a bias for

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action. He’s built it, bought it, sold it working for McDonald’s, General Electric, Arthur Young, Symantec and Allied Van Lines.

As one of the first 100 to earn the Professional Certified Marketing designation from the American Marketing Association he manages brand awareness, demand gen campaigns and all messaging related to GoldMine – a product with a long heritage as a pioneer of CRM.

He is also the new host of CRM Radio – a weekly live internet show with thought leaders discussing sales, marketing, business issues, and CRM.

Paul holds a BS in Management from Elmhurst College and a Juris Doctor from Loyola University of Chicago School of Law. He resides in a suburb of Chicago and is an avid bird watcher, audiophile, runner, and golfer.

Scaling New Heights 2020 – Instructors

Phil Phares

Phil has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. A small business owner, he began working with OfficeTools in 2010 as an IT consultant and support technician. He’s been integral to the design and development of the current OfficeTools products and speaks regularly at national summits and conferences. As the Director of Education, he runs the Training and

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Education Department, imparting the skills he’s learned from consulting, training and implementing practice management best practices in firms across North America to the next generation of technology educators.
A scuba diver, an off-road enthusiast and a father, Phil has had many adventures that have taken him to some of the most beautiful locations on Earth, always with his wife by his side.

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Steve Pipe

Former UK Entrepreneur of the Year Steve Pipe is known as the world’s most highly rated advisor to accountants, because he has more recommendations on LinkedIn (over 500) than any other adviser or accountant. As well as being a ferociously proud chartered accountant, he is also a dynamic speaker, ground-breaking researcher, best-selling author, and founder of the Accountants Changing the World and the Get and Give A Million movements. And his books, including “The world’s most

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inspiring accountants” (which you will get for free at Scaling New Heights), have been described as “masterpieces”, “ground-breaking” and “desperately needed”.

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Alicia Katz Pollock

Alicia Katz Pollock is the owner and lead trainer at Learn.Royalwise.com. As an Elite ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has three QuickBooks and MS Word books on Amazon, leads weekly QuickBooks training webinars, and runs a QBO Mentorship Membership™ program. She was

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featured in Fit Small Business’s Top Accounting Consultants of 2018. She blends the skills of technology, the art of communication, the patience of a teacher, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business education solutions.

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Irfan Qazi

VICE PRESIDENT, CUSTOMER SERVICES AND SUPPORT – BQE

With almost 20 years of customer service experience, Irfan works tirelessly towards one goal: customer satisfaction. Irfan joined BQE in 2000 and under his leadership the company expanded customer service globally. He is passionate about

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what he does and takes pride in his work. Prior to earning a B.S. in management information systems, Irfan was an automotive engineer and worked as an appraiser for GMAC. Outside of work, he loves travelling – especially camping in Yosemite National Park where he can temporarily disconnect from technology and recharge.

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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 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

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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

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Fran Reed

Fran is the President of Freedup DataOptics. She has a 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 Concur. Clients come to her when no one else can offer a solution.

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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.

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Josue Rojas

Josue Rojas, EA is the District Manager with over 7 years of tax experience, preparing tax returns on personal and corporate levels. Having negotiated IRS penalty and interest assessments, he has received more than 1.5 million in abatement’s per annum. Experience in payroll and payroll tax processes has informed his vast knowledge of financial services. His deep understanding of

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Josue Rojas, EA is the District Manager with over 7 years of tax experience, preparing tax returns on personal and corporate levels. Having negotiated IRS penalty and interest assessments, he has received more than 1.5 million in abatement’s per annum. Experience in payroll and payroll tax processes has informed his vast knowledge of financial services. His deep understanding of

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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. Laura co-created the AERO Workflow app used by …

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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.

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Heather Satterley

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. 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.

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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.

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Sam Saab

With over 33 years of experience in Information Technology consulting and software development, Sam is a recognized pioneer in the Customer Relationship Management (CRM) industry as well as a thought leader in Business Information Management technologies.
In 2002, Sam developed and launched Results CRM—an award-winning CRM, project, business and

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field service management solution that helps organizations centralize their data, streamline their operations and gain a competitive advantage. Results CRM was acquired by Abacus Data Systems in 2017.

Sam is a national speaker and published author on CRM and Business Information Management topics like: Business Growth Strategies, Distributed Workforce, Sales Force Automation, Field Service Management, Business Processes and Workflow Management.

Sam currently resides in the Washington D.C. metro area with his wife and their two children. For more information about Sam Saab, please visit www.SamSaab.com.

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Patti Scharf

Patti Scharf, CPA is a co-founder of Catching Clouds, the leader in ecommerce accounting. She is a blogger, speaker, and hosts the YouTube channel, Catching Clouds Academy, which teaches budding ecommerce entrepreneurs and their accountants about ecommerce, business, and accounting. She also shares ecommerce accounting tips and tricks in her online courses at academy.catchingclouds.net.

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Scott Scharf

Scott Scharf is a co-founder of Catching Clouds, a company that provides outsourced cloud accounting services to ecommerce businesses. Scott consults and speaks as an ecommerce accounting and technology expert who specializes in business process optimization. Scott is passionate about leveraging technology in smart and new ways to improve business productivity and profitability.

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Reid Schretlen

Reid is a dude with a beard. Who is also kind of lazy. He likes to use computers to do all the hard work, so he can focus on more meaningful work. Reid works with Practice Ignition as a Customer Success Manager, helping accountants and bookkeepers deploy technology that automates their business processes. Saving them time, and

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improving their margins. When he’s not busy geeking out on tech and process optimization, he can be found playing in the mountains or going on very long walks to raise money for charity.

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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 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

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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.

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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.

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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.

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Nevin M. Sendel, CPA, CMA

Owner, Accounting Lifeline
VP, Finance & Operations – Prevendel Business Solutions Inc.

Mr. Sendel is a dynamic strategic leader with 35+ years experience in Finance, Operations, Compliance, Accounting, System Integration, Marketing and Sales. He possesses a rare combination of expertise as a professional Accountant and innovator of creative solutions. Nevin has served as

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Vice President, Compliance Officer and member of many executive committees for private, public, non-profit, and family –owned businesses. His industry experience spans Consumer Packaged Goods, Financial Services, Electronics, Apparel, Real Estate and Pharmaceuticals.

• B.O.M.A. Building of the Year Recipient (Triangle Project Inc.)
• 2016 Intuit’s Firm of the Future – Runner-Up (Canada)
• 2014 – Present – Speaker for CPA Financial Literacy Program
• 2011 CMA Creative Leadership Awards Nominee

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Robert C. Smith

CEO, ICAT Systems

Robert C. Smith, CPA is an accountant and expert in federal contract cost accounting with over 3 decades of experience in both the private sector and public accounting. Robert specializes in assisting small businesses with

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accounting system configuration, budget and provisional indirect rate development, incurred cost reporting, and cost proposal support. Robert is founder and CEO of ICAT Systems, a software, training and consulting firm providing tools for small businesses to succeed in government contract accounting. He leads ICAT Systems’ workshops and online training programs.

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Rob Smith

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. 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

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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.

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Davis Snedeker

Davis Snedeker is the Lead Designer at INT where he works with small and mid-sized businesses to advise and implement digital marketing, web development, and professional branding strategies. As a millennial and digital native, Davis has a passion for developing strong creative solutions supported by simple, elegant design. Having presented at

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Scaling New Heights 2017 and 2018, Davis is excited to be returning in 2019 to continue sharing his passion and knowledge of the online marketing world.

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Jeff Socha

Jeff Socha is the Senior Advisor and Founding Partner at Ark Financial Group, a boutique business and financial planning firm in Austin, Texas. Jeff’s specialization in business and personal financial planning is in his family’s roots – he spent years working in the family business, founded by his grandfather in 1950 before taking a position as a member agent at the Nautilus Group, later founding Ark Financial Group.

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Jeff has extensive experience developing intricate financial solutions for business owners and executives across several industries and works with clients ranging from established corporations and family businesses to professional individuals and their families. Jeff has been involved in two political action committees through which he lobbied the United States Congress on finance and tax regulations. His innovative solutions for lowering the risk of business ownership and increasing his client’s profitability have been nationally recognized. Jeff is a proud graduate of Texas A&M University where he earned his bachelor’s degree in finance and engineering.

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Tommy Stephens, CPA.CITP, CGMA

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of

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BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past seventeen years, Mr. Stephens has presented in excess of 1,350 educational sessions to over 40,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle — his wife of twenty-six years — have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

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John Torvi

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 28 years. 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 real estate, legal, accounting, and insurance industries.

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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 www.landy.com for more information.

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Tom Uva

Tom has more than 25 years of extensive, high quality operational experience in industries including: Aerospace & Defense, Distribution, Financial Services, and Public Utilities. He has held senior leadership roles such as VP of Business Optimization, Chief Information Officer, and VP of Operations. He possesses a deep understanding of business operations and how to identify opportunities for profit maximization. Tom is highly adept at implementing and

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creating business focused technology programs and strategies. He possesses an in-depth understanding of emerging technologies and their commercial applications to deliver business solutions leveraging people, processes, and technology. Tom also brings more than 15 years of experience operating and leading in “Top places to work” organizations.

Tom is also an adjunct faculty member at both Clemson University (School of Business, MBA program) and Syracuse University (nationally ranked School of Information Studies). He has graduate level practices in Project, Program & Portfolio Management, and Strategic Management. Tom presents at numerous national and regional events, and serves on various industry working groups.

Prior to joining Elliott Davis, Tom was the Chief Information Officer and VP of Business Optimization of a $1B+ distribution company.

Education, Credentials and Special Training
* M.B.A., Rensselaer Polytechnic Institute
* B.S., Information Systems, Rensselaer Polytechnic Institute

Professional Affiliations – Past & present
* Upstate SC Alliance – Global Competitiveness Council
* Board of Trustees – Make-A-Wish foundation of CNY
* Board of Advisors – LeMoyne College – Information Management program
* Association for Computing Machinery
* Advisory Board Member – Syracuse University Center for Business Information Technologies (CBIT)
* Advisor to the Board of Directors – Project Management Institute – Syracuse Chapter

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Chuck Vigeant

Chuck Vigeant, M.Ed. is the founder and current CEO of CLEARIFY®, the developers of QQube™, the most complete and successful data warehouse for QuickBooks.
Chuck’s accounting roots began in 1977 as a branch controller for the Ben E. Keith Co. in Dallas, Texas and over the next 3 decades, he formed a variety of companies providing services, from bookkeeping, IRS problem solving, accounting technology, hardware and software deployment, to internet access.
When Intuit finally created an SDK for QuickBooks, Chuck sold his businesses and

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partnered with FLEXquarters, the creators of the QODBC driver, to produce a product that would become licensed by QuickBooks Enterprise Solutions for custom reporting purposes. During this period of time Chuck produced the first Crystal Reports for QuickBooks, and soon became known as the grandfather of Crystal Reports for QuickBooks.
Chuck’s roots in exerting his powerful influence on QuickBooks Business Analytics started when Intuit chose him to serve on their Accountant Council in 2005-6. He used that door to contract with Intuit on all things related to data extraction, and in fact became the only outside accounting technologist that Intuit has ever allowed to work in the actual database.
For well over a decade, Chuck has been one of the most sought-after instructors regarding analytics and QuickBooks data extraction, and has spoken at numerous Intuit functions, CPA chapters, and various Intuit related technology conferences. His appearances are now rare, however.
Aside from achieving numerous technical certifications during the course of his career, Chuck holds a Bachelor’s degree in Business and Public Administration from The University of Hartford, and a Masters of Education degree from the University of North Texas.

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Veronica Wasek

Veronica Wasek is the CEO/Founder of VM Wasek CPA, an award-winning modern online accounting and bookkeeping firm. She is passionate about helping bookkeepers and accountants to confidently grow their businesses.

She is the founder of the 5 Minute Bookkeeping blog and the 5MB Academy for bookkeepers. She also

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runs the Facebook group “5 Minute Bookkeeping with QuickBooks Online” with over 3000 members.

She is a Top 10 ProAdvisor, member of Intuit’s Trainer Writer Network, and has been named a Top Accounting Influencer. Veronica is a certified Advanced QuickBooks Online ProAdvisor and a CPA. She has built a successful cloud accounting business primarily using social media.

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Mark Wickersham

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. 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

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resources he has created for accountants in practice.

Scaling New Heights 2020 – Instructors

Will Yapp

Will’s focus is on maintaining and growing Right Networks’ position as the leading provider of cloud-based collaboration offerings for CPA firms, accounting professionals, and small businesses. He has a proven track record for driving revenue and negotiating large-scale, solution-led deals. Will has served in senior leadership roles at

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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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Mayumi Young

Mayumi is a CPA, former international finance executive, and a financial architect, with 20 years of vast financial experience and knowledge. Her career began with Price Waterhouse serving Fortune 500 companies, but her passion to make a difference forced her to choose a purpose-filled path of her own. Mayumi understands first hand what an entrepreneur needs and

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has designed a company, CPA MOMS®, to meet those unique needs. To learn more about Mayumi, visit mayumiyoung.com.

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