Deshauna Barber

Deshauna Barber is a former Miss USA and award-winning international speaker, coach, and entrepreneur with a bold approach to inspiring and encouraging her audience. Deshauna uses her experience as an Army officer, Non-Profit CEO, former Miss USA, and STEM graduate to inspire her audience. Deshauna shows the power of perseverance and tenacity to now become a top-rated speaker that is widely sought after by

Fortune 500 companies. She currently works full time as the President and Chief Executive Officer of Service Women’s Action Network, the nation’s leading 501c3 nonprofit organization advocating on behalf of all service women and women veterans in the country.  

Deshauna is currently receiving her Diversity, Social Justice and Inclusion Certification at University of Colorado, Colorado Springs. She has a Bachelor of Science degree in Business Management from Virginia State University and a Master of Science degree in Computer Information Systems and Services from University of Maryland University College. 

As Miss USA, she spent her year-long reign advocating for our men and women in uniform by encouraging our government to provide additional support for soldiers suffering from Post-Traumatic Stress Disorder (PTSD). The 31-year-old uses her platform to encourage us to pay close attention to the mental health of our service members after deployments and their service to our country.  

Captain Barber has served her country for over 10 years and now works as cadet instructor at Howard University's Bison Battalion during her Army Reserve commitment. When she is not serving her country, she travels the world as a full time Motivational Speaker. She has made it her life goal to encourage, inspire and strengthen the people around her. 

Deshauna has appeared on The Steve Harvey Show, The Rachael Ray Show, Fox and Friends, The Chelsea Show, Good Morning Washington, The Ellen DeGeneres Show, The T.D. Jakes Show, The Nightly Show, The Source on Sirius XM, The Daily Show, Lunch Break, Live with Kelly, Good Morning America and in Glamour Magazine and Diversity Magazine.


Ted Callahan

Director, Accountant Segment Leader

Ted is a Director at Intuit where he leads a cross-business unit team on behalf of their self-employed customer segment. Before Intuit, Ted worked in

venture capital and management consulting: co-founding Elementum Ventures, a seed-stage venture fund and working at McKinsey & Company post-business school. Before business school, Ted served as the Executive Director of The Veritas Forum. Ted attended Stanford University for college and received his MBA from the Tuck School of Business at Dartmouth. He resides in Menlo Park, California.


Jina Etienne

Jina is a consultant and speaker on diversity, inclusion, culture and belonging. She creates training programs and workshops to help clients move forward in their D&I journey. She is a story-teller and speaks candidly about her experiences, hard lessons and ‘aha’ moments that helped her understand the importance individuality, the value of curiosity and the courage it takes to “just” be yourself. Often described as

“approachable” and “relatable” by her clients, she works with purpose and the intention of being engaging, practical, and immediately applicable to real-world situations. Jina draws from her unique background and mix of work experiences to offer examples and share insights designed to benefit everyone across the workplace ecosystem – executives, management, employees and customers.

Previously, she was Principal Consultant at EtiennePartners (EP) , a boutique consulting firm that offered a unique strategy development, workshops & coaching to leaders, executives and entrepreneurs. Co-founded with her husband, EP was a full-time partnership in both work and life. Although in different professions, their work often intersected around the importance of self-awareness in leadership and navigating conflict within teams. Combining their experiences, backgrounds and work led to the development of their unique approach to D&I, which she continues to use in her practice today.

Other previous roles include:

• Director – Diversity & Inclusion (D&I) for Grant Thornton LLC (GT), a national CPA firm. She managed the firm’s D&I team, responsible for developing & implementing GT’s national D&I strategy.
• President & CEO of the National Association of Black Accountants, Inc. (NABA), a nonprofit membership association dedicated to bridging the opportunity gap for black professionals in the accounting & finance.
• Director – Taxation at AICPA, where she led the team responsible for developing resources and practice aids for members, and served as the organization’s subject matter expert on tax ethics and practice standards.
• Managing Member, Etienne & Associates, a CPA firm specializing in the needs of small and start-up businesses, and their owners.

In her spare time, she loves puzzles, great coffee and sour gummies. She is a self-declared Peloton groupie (#Mama_Cat) and an a forever hopeful Arsenal fan.


Inky Johnson

You’ll see a man who looks in the face of defeat and says, “Am I really failing, or is God prevailing?” You’ll see a man gripped by the promise that God has purposes and plans far beyond our own. And you’ll be inspired by his relentless determination, which he loves to impart to others through his dramatic story.

Ink’s injury didn’t turn him into an inspiration. It just showed the world the inspirational life he has been

living all along. Executives, professional sports teams, church members and young people all benefit from his raw energy of his charismatic speaking. Whether the topic is leadership, team work or perseverance, Inky inspires his audience. Inky continues to travel the world, bringing inspiration and transforming lives. 

Inky has a master’s degree in sports psychology from the University of Tennessee. He is the host of Serendipity with Inky Johnson Podcast. He devotes time to mentoring athletes and underprivileged youth. He and his amazing wife, Allison, live in Atlanta, Georgia with their beautiful children, Jada and Inky Jr.


Deborah Stauffer

Deborah Stephens Stauffer, M.Ed., PCC

Debbie is an executive leadership coach with a global practice that helps changemakers to see things differently, discover deeper learning, and effectively manage change and innovation. In her prior

experience, she was a startup founder and entrepreneur, worked in venture capital, and was an educator.

Debbie is a current doctoral student in Leadership and Innovation at Arizona State University, and her dissertation is about a grace-based approach to leadership.  Debbie graduated from Occidental College, earned her master’s degree from Stanford University, has a coaching certificate from Fielding Graduate University, and was a Coro Fellow.  Originally from California’s Silicon Valley, Debbie and her family now reside in the mountain town of Park City, Utah.


Geni Whitehouse

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects interesting, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. 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 was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry, and 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.


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.

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




Jaclyn Anku

Accountant Education at Gusto

Having begun her career as a small business consultant, Jaclyn is passionate about teaching business owners financial literacy and arming them with great advice. Before joining Gusto, she

led business education for accountants and bookkeepers at Xero. Now, she’s paving the way for accounting with people-focused education.


David Barrett

David Barrett is the founder and CEO of Expensify. David is a lifelong programmer who founded Expensify in 2008 and built it into one of the most widely used preaccounting platforms on the planet. He is recognized as one of the premier network engineers in the world, having created Expensify’s blockchain-powered database a

year before Satoshi’s white paper on Bitcoin. Prior to Expensify, David led engineering for Red Swoosh -- which was acquired by Akamai Technologies in 2007 -- and held various roles in 3D graphics and VR development. When he is not fearlessly leading Team Expensify from Portland, David enjoys playing Minecraft with his daughter.


Jamie Beresford

CEO – Practice Protect
Jamie Beresford is the founder and CEO of Practice Protect, the world’s #1 data security platform for accounting firms. Serving over 13,000 Accountants and Bookkeepers worldwide, Practice Protect is trusted by more accountants than any other password and

data management platform.

Jamie lives in Bali, Indonesia and has grown a team from 6 to 60 team members across four countries serving 13,000 accountants globally. All while working 6 hours per day.


Anthony Camacho

I was born in Tampa, FL and raised in a family owned business. As a trained Applied Economist I have always had a passion for financial analysis, technology and overall business process improvement. My professional experience includes working in and across a variety of industries and consulting for some of

the largest outsourced Information Technology companies in the world.

Throughout that time I learned of the complex issues businesses face when transitioning to modern technology. I believe IT is the central nervous system of every company and dictates your ability to anticipate and adapt to change. IT can be costly, seem daunting and I’ve seen the wrong choice create bottlenecks and cost companies their existence entirely.

Today I use the world’s leading cloud solutions to change perspectives and transform industry. I’m here to help you adopt technology while considering the most important asset to every modern business, the human element.


Jefferson Keith

Senior Vice President of Corporate Development at Pax8

Jefferson (J) Keith brings over 20 years of financial management experience to Pax8. As Senior Vice President of Corporate Development, he leads the global expansion initiative through Merger and Acquisition activities, collaborative partnerships, and entrance into new

channels. J has been with the company since its launch in 2013, driving strategic programs to enable the company’s growth, scale, and impact. J is passionate about cloud technology and has spent the last few years redefining technology advisory services at Pax8. His innovative approach and the simplicity of cloud technology enable business advisors to become a single source of cloud consumption for clients while driving their digital transformation.

J joined Arthur Andersen after graduation from the University of Colorado, Denver, with a Bachelor of Sciences degree in Accounting. He has held senior accounting and finance management positions with several companies, including First Data, MX Logic, and McAfee. J serves as a Treasurer for Denver’s City Park Jazz and enjoys escaping to his art studio to paint.


Camille Lewis

Camille Lewis, VP of People and Operations, Canopy. Building organizations and creating a culture of inclusion and belonging are Camille's passions. From large organization growth with Qualtrics to building world class accounting software with Canopy Camille has made an

impact everywhere she goes.


Wes Stillman

Wes Stillman, Chief Executive Officer, RightSize Solutions 

“Really understanding the industry you serve is the only way to fully leverage technology.”  

After 30+ years of managing technology in high-level positions, Wes

began RightSize Solutions in 2002 because wealth management firms needed a technology partner who really understood their needs. More than 13 years later, he remains committed to understanding every nuance of his clients’ businesses. 

Prior to founding RightSize Solutions, Wes’ clients included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions. He has held high-level positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group (Senior Consultant and Yellow Technology Services (Director of Technology). 

A technology-pioneer in every sense, Wes is regularly quoted as a subject matter expert in industry publications and also speaks to small and large groups on topics such as cybersecurity, cloud-based environments and leveraging technology. 

About RightSize Solution  
RightSize Solutions is headquartered in Lenexa, KS. Our company roots date back to 2002 and our focus is exclusively in the wealth management community. At a leading provider of IT Management and Cybersecurity, RightSize Solutions helps firms navigate the promise of technology to gain greater flexibility, lower costs and increase productivity. A hybrid of customized technology, proactive management and unrivaled service, we keep your systems securely running and your business soaring. www.rightsize-solutions.com  


Mike Wheeler

Michael A. Wheeler is the President & Chief Legal Officer of Patriot Software Company and serves as the President of the Board of Directors. Mr. Wheeler has a deep understanding of the Company and recently completed a $15.1M Private Stock Offering under Regulation D, Rule 506(c). He handles all executive-level matters as Chief Compliance Officer, Investor Relations Officer, in addition to

Patriot’s legal, compliance, financial, and human resources departments. Mr. Wheeler holds a Bachelor of Arts in Political Science and Legal Studies from the University of Mount Union and a Juris Doctorate from The University of Akron School of Law. He is active with various professional, religious, and civic associations. Married since 2005, he and his wife have 3 young sons. Prior to coming to Patriot Software Company in 2006, Mr. Wheeler worked at LexisNexis.




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 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.


Greg Alpatov

Greg Alpatov is the Director of Sales at Plate IQ, an automated invoice processing, payments and accounts payable solution for restaurants. He has on-the-ground experience in the restaurant industry as an operations manager for

Catch Hospitality Group (acquired by Landry’s) and worked his way through high school and college as a busser and server in fine dining establishments. He has a BS in business from the University at Albany.


Lynda Artesani

Lynda Artesani is the president of Artesani Accounting where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable. Her firm works exclusively with attorneys.

Lynda is a member of the Intuit Trainer Writer Network and an Alumni member of the Intuit Advisory Council. Additionally, she is the first Expert Columnist for the Intuit Community forum.

She also co-admins a Facebook group and a private mastermind group to help other accountants and bookkeepers learn how to work with attorneys called The Accountant’s Law Lab. It is a space for accountant’s and bookkeepers to learn how to work with attorney clients. The private group provides more one-on-one help and resources.

Lynda lives in Southwest Florida. She is also a registered yoga teacher. Connect with Lynda on Facebook or Twitter and subscribe on YouTube.

Phone: (239) 349-2004 Ext.1001
Email: lynda@artesaniaccounting.com
Website: https://www.artesaniaccounting.com
Accountants Law Lab: https://bit.ly/acctntlawlab
Linkedin: https://www.linkedin.com/in/lynda-artesani
Instagram: https://www.instagram.com/lyndaartesani


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

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


Denise Bailey

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 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


Talha Baqar

Talha Baqar is the Sr. Program Manager for Zoho's Finance Partner Program and has spent over six years at Zoho working with hundreds of partners and business owners to help them grow using Zoho's expansive ecosystem. Talha holds degrees in

Economics and Computer Science from the University of California, Santa Cruz, and lives with his wife, Tuba, in Palo Alto, California. 


Jamie Beresford

CEO – Practice Protect
Jamie Beresford is the founder and CEO of Practice Protect, the world’s #1 data security platform for accounting firms. Serving over 13,000 Accountants and Bookkeepers worldwide, Practice Protect is trusted by more accountants than any other password and

data management platform.

Jamie lives in Bali, Indonesia and has grown a team from 6 to 60 team members across four countries serving 13,000 accountants globally. All while working 6 hours per day.


Audrey Blackburn

Audrey Blackburn is the President and Founder of Blackburn Consulting, LLC an accounting and business consulting firm that serves women owned businesses and women led nonprofit organizations. The focus is

providing outsourced accounting and advisory services to these organizations to move them from a place of scarcity to one of abundance.

Prior to founding Blackburn Consulting in 2015, Audrey served as Finance Director or CFO of various nonprofit organizations since 1995. She holds a Master of Accountancy from Gardner-Webb University and has been a Certified Pro-Advisor since 2015. Audrey’s extensive nonprofit and accounting experience have allowed her understand the unique needs of her nonprofit clients and meet them where they are now while holding the vision for where they want to be.


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 with – Iris Hershenson, his wife for over four decades–to one of the largest music schools in NYC, connecting.

Today as president of BH Wealth Management, Jaimie applies his artistry to the financial profession by creating financial music videos called The Sound of Money®, powered by MoneyCapsuels® an artful way to talk about money.

As a financial columnist, his monthly 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 the 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 –ARCNY.org – 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 bhwealth.com to audition his value-creation process.


Gregg 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


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

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


Dawn Brolin

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. 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.


John Bugh

Chief Revenue Officer​

• 36 Years of Leadership Experience across all types of businesses from Fortune 500 to small startup software companies​
• 12 Years leading Software companies across all facets Sales, Operations, Support and Product development​
• 22 Years of Tax & Accounting Industry ​

As a seasoned professional with over 36 years of experience in executive sales, marketing, and operational leadership, John has worked to build high-performing teams that have a demonstrated track record of accelerating growth, increasing revenue, establishing sustainability, and improving profitability. He has held leadership roles across a variety of software and technology organizations in fast-paced and rapidly changing markets. He has over 20 years of experience in the Tax and Accounting industry.​


Carla Caldwell

Carla Caldwell is the founder / CEO of Caldwell Consulting & Training where she strategically guides accounting teams to become a modern practice.  In addition to running her bookkeeping and accounting practice, Carla is a member of the Intuit Trainer Writer Network and is a trainer for Karbon.  She has taught nationally and

internationally for more than 20 years, including at various industry conferences, including Scaling New Heights and QuickBooks Connect, covering topics such as Firm Strategy, Change Management and Practice Efficiency and Processes.  Previously, Carla was a trainer with Sage and Xero, and holds a degree in Accounting from Florida State University.


Anthony Camacho

I was born in Tampa, FL and raised in a family owned business. As a trained Applied Economist I have always had a passion for financial analysis, technology and overall business process improvement. My professional experience includes working in and across a variety of industries and consulting for some of

the largest outsourced Information Technology companies in the world.

Throughout that time I learned of the complex issues businesses face when transitioning to modern technology. I believe IT is the central nervous system of every company and dictates your ability to anticipate and adapt to change. IT can be costly, seem daunting and I’ve seen the wrong choice create bottlenecks and cost companies their existence entirely.

Today I use the world’s leading cloud solutions to change perspectives and transform industry. I’m here to help you adopt technology while considering the most important asset to every modern business, the human element.


Ernest Cook

Ernest Cook, Principal Data engineer of Better Idea Group is an Accounting professional who became a software developer early in his career. After a decade working in Fortune 500 companies deploying accounting systems on 3 continents, he fed his entrepreneurial spirit by starting 3 companies including his current company that has created multiple published QuickBooks desktop add-on products and

developed expertise in QuickBooks data architecture, Power BI and Crystal reports.

Ernest’ technical knowledge is highlighted by the many certifications he holds and has come from decades of architecting accounting system solutions.  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 numerous  sessions for Woodard as well as the SBDC (small business development center), Microsoft and many others.

Twitter: @ernestcook
LinkedIn: www.linkedin.com/in/ernestdcook


Deborah Defer

Managing Director, BDO USA LLP Deborah has more than 30 years of accounting experience. She is the technology lead for the platform as it relates to QuickBooks Online along with the multitude of third party applications. She focuses on QuickBooks administration, receivables/payables, payroll setup and processing, financial reports, business workflows, and both

corporate and individual tax returns.

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

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


Brandy Derrick

Brandy Derrick is a Certified Digital Bookkeeper and the owner of Legal Ease Bookkeeping which specializes in helping law practices with their bookkeeping since 2016.  She and her team work virtually with attorneys all over the United States to make sure they are staying in line with bar association rules, help reduce time law firms spend

bookkeeping, and make the attorney’s life easier.  Brandy is also part of QuickBooks Trainer Writer Network, where she teaches other bookkeepers how to work with law practices and QuickBooks Online.  In Brandy’s free time, she travels the world with the goal of going to every country who participates in the Olympics and is part of the local Woman’s Club, which was formed back in a time when women weren’t allowed to go to school and empowers women to learn. 


Wendelyn Duquette

Wendelyn Duquette is President and Founder of QuickStart, LLC in Stowe, Vermont. QuickStart provides consulting and accounting services specializing in serving Non-Profit organizations. By leveraging cloud technologies they serve clients across the country. Since 1997, QuickStart has worked in partnership with their clients to make accounting systems manageable, so clients can easily see

their entire financial picture and make informed decisions about their business.

Wendelyn holds a Master’s Degree in Organizations and Management with a concentration in managing organizational change. This knowledge is critical to successfully shepherding mid-market organization through the uncertainty of deploying significant changes to their accounting system including the ripple effects it can have beyond the accounting department. Diagraming workflow has been an important tool for helping manage this change.


Jeff Edmonds

Jeff began his career in the financial software industry in 1999 with Lacerte Tax Software, just after it was purchased by Intuit. As an Intuit Account Manager, Jeff was able to consult with both large and small accounting firms. He has also worked and trained alongside QuickBooks ProAdvisors for over 20 years.

 After leaving Intuit, Jeff worked for

Mendelson Consulting in Business Development, for Acctivate in Channel Development and for Woodard Events, serving as the Catalyst for Advisor Empowerment.  Jeff’s passion, by far, is in training and development. Since his role at Intuit, Jeff has traveled to numerous conferences speaking and training on leadership development, business development and financial software products.

His first book, Character Driven Leadership, was written for those who desire to understand the impact character has in the workplace and leverage core character principles for success.


Ingrid Edstrom

Ingrid Edstrom is the Chief Empowerment Officer at the award winning consulting firm, Priestess Of Profits, 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. Ingrid is the leader of the Empower Your

Passion Roundtable mastermind group for accountants, a member of the Intuit Trainer/Writer Network, and leader of the Southern Oregon Woodard Group. When Ingrid is not teaching & consulting, she is usually playing Irish music or frolicking with her goats.


Benjamin Eicholz

I don't come from a traditional IT background so I know firsthand how daunting technology can seem to the unfamiliar. Fortunately, I've had the opportunity to learn about how cloud technology has simplified the path for so many. I have a

passion for applying simple ideas to complex problems in order to improve lives and business.


Jina Etienne

Jina is a consultant and speaker on diversity, inclusion, culture and belonging. She creates training programs and workshops to help clients move forward in their D&I journey. She is a story-teller and speaks candidly about her experiences, hard lessons and ‘aha’ moments that helped her understand the importance individuality, the value of curiosity and the courage it takes to “just” be yourself. Often described as

“approachable” and “relatable” by her clients, she works with purpose and the intention of being engaging, practical, and immediately applicable to real-world situations. Jina draws from her unique background and mix of work experiences to offer examples and share insights designed to benefit everyone across the workplace ecosystem – executives, management, employees and customers.

Previously, she was Principal Consultant at EtiennePartners (EP) , a boutique consulting firm that offered a unique strategy development, workshops & coaching to leaders, executives and entrepreneurs. Co-founded with her husband, EP was a full-time partnership in both work and life. Although in different professions, their work often intersected around the importance of self-awareness in leadership and navigating conflict within teams. Combining their experiences, backgrounds and work led to the development of their unique approach to D&I, which she continues to use in her practice today.

Other previous roles include:

• Director – Diversity & Inclusion (D&I) for Grant Thornton LLC (GT), a national CPA firm. She managed the firm’s D&I team, responsible for developing & implementing GT’s national D&I strategy.
• President & CEO of the National Association of Black Accountants, Inc. (NABA), a nonprofit membership association dedicated to bridging the opportunity gap for black professionals in the accounting & finance.
• Director – Taxation at AICPA, where she led the team responsible for developing resources and practice aids for members, and served as the organization’s subject matter expert on tax ethics and practice standards.
• Managing Member, Etienne & Associates, a CPA firm specializing in the needs of small and start-up businesses, and their owners.

In her spare time, she loves puzzles, great coffee and sour gummies. She is a self-declared Peloton groupie (#Mama_Cat) and an a forever hopeful Arsenal fan.


Matthew Fulton

Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants (Vendorsync), and bookkeeping solutions to fit the needs of the modern small business owner.

As the co-creator of QB Community Live, Matthew dedicates time helping his fellow community members dedicated to the belief that “Together We All Succeed”.

When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!” Connect with Matthew on Facebook or Twitter @Parkwayinc and subscribe on YouTube at youtube.com/Parkwayinc

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Accelerated Invoicing with QuickBooks Online Advanced Part 1: Manual Entry (Article)
Accelerated Invoicing with QuickBooks Online Advanced Part 1: Importing Invoices (Article)
QB Community Live Special QBO Advanced Demonstration (Video)

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Contact Points:
Phone: (805) 728-9092
Email: mfulton@parkwaymail.com

Parkway Business Solutions
4744 Telephone Rd Ste 3-114
Ventura, CA 93003
Phone: (805) 419-9197
Email: info@parkwaymail.com
Website: https://parkway.business


Hector Garcia

Advanced Certified QuickBooks ProAdvisor

Member of the Intuit Trainer/Writer Network

Elite QuickBooks Solution Provider 

Work/Live in Miami, FL with a small accounting practice of 8 employees to serve small businesses with their accounting and tax needs.  Father of 4.


Zachary Gibson

Born and raised in Atlanta, but as an SMU grad, I am excited to be back with y'all in the DFW area. Pony Up! I am a Microsoft Enterprise Administrative Expert with additional certifications in Dynamics and the Power Platform. Before diving into

the world of technology, my previous career was spent in the marketing and ad agency space, and I like to bring those insights into every technology discussion I have with my clients.


Kelly Gonsalves

Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get?  Kelly Gonsalves - a true entrepreneur that is all in, all the time.  She has started three companies, including a co-founding role in Ideation: Think Forward.  Kelly is a force to be reckoned with.   Her first endeavor began just six years ago when Kelly founded Totally Booked (TM).  The purpose: to

assist every small business in becoming more profitable by utilizing efficient accounting processes. 

Most people would sit back and coast on their success - but Kelly isn't "most people".  She's shown no signs of slowing down. In 2020, Kelly co-created, totally seo.

The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve. 

Where else has this passion for small business solutions taken her?  Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch. 

In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at home.


Rose Grech

Rose has been with Expensify since 2016, focused on marketing and business development. She is passionate about mentoring and helping others achieve their goals. Rose has explored many aspects of the product to help our team make Expensify better and

better in every way so our customers can focus on what matters most!


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

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.


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).

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.


Annie Hambach

Annie Hambach, Director of Training

Annie has been with the Patriot family of companies for 24 years, beginning in human resources, then product management, and now product education for our internal and external customers. She works firsthand with our payroll and accounting product teams to implement features in

our software, and also maintains Patriot’s online help center content with written articles and training videos. Her passion is to help accountants and small business owners by providing the tools they need to successfully run their business.


Patricia Hendrix

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

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


Peter Hickey

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

multi-million dollar concern and sold it a multibillion dollar publisher he then re-acquired the business 7 years later. He is a world leader in Exit & Succession planning.


Steven Hoffman

Steven Hoffman, Vice President of Business Development

Steven has been with Patriot since 2015 creating and managing the business development team. He focuses on the accounting and franchise spaces, as well as all strategic partnerships. Steven is passionate about helping American businesses find success. His career began within his family business. It

then took him all the way to India for four years, where he co-founded a tech company called GrabbyTech. Steven graduated from Liberty University with a Bachelor of Business Administration in Marketing: Sales Management and Professional Selling. He then went on to Georgetown University where he graduated from the Franchise Management program. He holds his Certified Franchise Executive designation with the Institute of Certified Franchise Executives.


Ian Hurley

Ian joined Dext as their Head of Sales to bring his passion for coaching and developing world-class sales teams that support small businesses and the accounting industry. Since then, he has been building the department to facilitate team growth in order to support accounting and bookkeeping firms in achieving their goals through workflow automation. Previously, Ian was a Senior Sales

Manager at a Saas technology company focused on maximizing the impact of Corporate Social Responsibility programs at large organizations globally. Prior to that he led a sales team at a Saas fintech company focused on improving the employee expense report process across businesses and accounting firms. He was responsible for revenue growth in both roles.


Ed Jaworski

Ed Jaworski, a co-founder of SMB Partners Inc., has been helping small businesses become more efficient and proficient with QuickBooks since 2002. Ed is an Advanced Certified QuickBooks Online, an Advanced Certified QuickBooks Desktop, a Certified QuickBooks Point of Sale, a Certified QuickBooks Enterprise, a T-Sheets Certified Pro, and

an SOS Inventory Certified consultant. Ed was named a Top 100 ProAdvisor by Insightful Accountant in 2019, an independent news and information source for the small business advisor. Ed is also a software developer, specializing in customized QuickBooks integrations and helping business owners leverage technology to work smarter. Ed especially enjoys working with non-profits, service industries, manufacturers, and construction companies.

Ed has taught QuickBooks to countless entrepreneurs through local adult education programs in the greater Boston area for 15 years. Prior to SMB Partners, Ed founded SOS for Software, worked for a Fortune 500 ERP Software company and for a large multi-national financial services firm. Ed holds an MS in Computer Information Systems and a BS in Business Administration degree.

Ed lives in the greater Boston area with his wife, daughter, and Golden Retriever and enjoys sailing, playing saxophone, and model railroading.


Randy Johnston

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 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.


Shanita Jones

Shanita Jones took the leap from Corporate America to Entrepreneurial Accounting on nothing but faith and the support of her husband. Today she heads up Jones Jones & Financial Services, LLC, which specializes in accounting and tax preparation for childcare and healthcare companies. Her clients have affectionately named Shanita and her team "The Accountants that Care". Shanita also

deeply cares for fellow accountants in the profession so much so that she founded Accountants Unladdered, a Facebook Community geared towards helping Corporate Accountants get OFF the corporate ladder and live life on their own terms in their own firms.


Gale Kirsopp

Working at the crossroads of law & accounting, Gale is the principal of 4700Group and chief financial advisor to law firms. Gale founded 4700Group in 2009 to provide virtual accounting and financial advisory services exclusively to law firms.

Her understanding of law firms' reporting needs well beyond standard financial reports has earned her acclaim from the legal community.

In 2020, Gale was named ProAdvisor of the Year by Insightful Accountant and Trail Blazer of the Year by Intuit QuickBooks Solution Providers. 4700Group is also Gold Certified Clio Consulting Firm and QBO certified.

Gale is both a national and international speaker & trainer for both (CLE) training for attorneys and (CPE) training for CPAs. Gale holds an undergraduate degree and two graduate degrees.


Joshua Lance

Joshua Lance is a Certified Public Accountant and member of the American Institute of Certified Public Accountants. He has been in public practice since 2005. Joshua is the founder and Managing Director of Lance CPA Group, a virtual and remote CPA practice providing accounting, tax and consulting services to craft breweries and

digital agencies. Joshua has been named to CPA Practice Advisor’s 40 under 40 for 2017, 2018, and 2019.


David Leary

David Leary, Director of Accounting & Bookkeeping Evangelism at Melio, is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small

businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.

Named Top 100 Most Influential People in Accounting by Accounting Today in 2019, 2020

Named one of the "40 under 40" honorees by CPA Practice Advisor in 2014

Named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People 2015 issue

Currently ranked in Avalara's "The Accounting Top 100" social media leaderboard

"Awesome Add on"- ViewmyPaycheck Co-Founder

21+ year career at Intuit

Director of Accounting and Bookkeeping Evangelism at Melio

President and Founder of Sombrero Apps Company

Creator of Accounting Podcast Network

Co-Host of the Cloud Accounting Podcast the #1 accounting and bookkeeping podcast in the world!

Co-Founder of the Accounting Salon


Nachman Leiser

Nachman Leiser is the CEO and founder of Connectbooks and Bottom Line Management. For over 10 years, he’s been an entrepreneur, financial analyst and profit gamechanger - usually all 3 at once.

After working as

CFO in several businesses, growing their revenue by double-digit percentages and more, he founded his own ecommerce bookkeeping & accounting firm that specializes in uncovering ways to reduce cost, eliminate losses and scale profits. He helped online sellers in the red become profitable within a year and exceed the million dollar mark in net profits.

He developed an industry game-changing app, Connectbooks, that partners with Quickbooks and online marketplaces like Amazon, Shopify, Walmart and more. Today, Connectbooks helps hundreds of sellers reconcile every transaction in Connectbooks in a click, and see itemized & bottom line profit and inventory updates as they happen.

Nachman has been regularly recognized as a pioneer and innovator, changing the role accounting traditionally played for ecommerce sellers, and creating systems that double, triple or even 10x profit margins for his clients.

He has a masters in Science, with a major in accounting from FDU.


Camille Lewis

Camille Lewis, VP of People and Operations, Canopy. Building organizations and creating a culture of inclusion and belonging are Camille's passions. From large organization growth with Qualtrics to building world class accounting software with Canopy Camille has made an

impact everywhere she goes.


John Logan

Executive Vice President
Qvinci Software, LLC

John is charged with formulating and executing the revenue growth strategies for Qvinci Software, the leading provider of automated financial reporting and business intelligence solutions. For more than 20 years, John has

successfully led Sales and Customer Success Teams, mostly concentrated in the SaaS technology space.

A primary component of John’s role is to consult with the Leadership Teams of accounting firms throughout North America and is known for his expertise in implementing advisory engagement programs that provide value-added insights for a firm’s clients and increased earnings for their accountants.


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.  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.


Will Lopez

Featured in Forbes, Business Insider, Accounting Today, and Fast Company, Will Lopez is the Head of Accountant Community and chief architect to Gusto's People Advisory. Gusto is the People Advisory platform that enables 12,000+ accountants to advise 200,000+ small businesses nationwide pay, insure, and offer modern wellness benefits to their hardworking teams. Before Gusto, Will founded

AdvisorFi, a modern accounting firm that helped entrepreneurs and accountants leverage digital transformation to benefit their businesses and clients.


Katey Maddux

Katey Maddux is the Founder and CEO of Millennial Accounting, a firm that primarily serves retail and property management small businesses. It is her mission to serve, inspire, educate and problem-solve. She is a writer, a keynote speaker, and an instructor for CPA Academy and the Miami Association of Realtors, where she teaches classes on

bookkeeping, productivity, and running a remote business. When she’s not reconciling clients' books or preparing for speaking engagements, you can find her salsa dancing, paddle-boarding, sunbathing on the shores of her home city, Miami, Florida, or traveling the world; 50 countries down, 145 to go!


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 Online Certified, Enterprise and Point of Sale Certified.


Brittany Malidore

With technology transforming the accounting industry, Brittany continues to develop and share the best practices that help public and private accounting firms transform their service offerings from providing pure compliance to next-level advisory services. Over the past decade she has managed professionals who provide cloud-based business and accounting services that include paperless invoicing and

bill payment solutions, integrated payroll and expense reporting, fixed asset management, month-end close reconciliations, financial statement preparation, and more..

She has spent her career serving clients in various industries including real estate, technology startups, professional services, and consumer products. Brittany is passionate about providing clients with a deeper understanding of how to make their businesses more successful through technology and numbers.

Outside of the office, Brittany enjoys spending time with her husband and five kids in Lake Stevens, Washington.


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.  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.


Gene Marks

Gene Marks is a former columnist for The New York Times and The Washington Post.  He now writes weekly on the economy, business and technology for The Guardian, The Hill, The Washington Times, The Philadelphia Inquirer, Forbes and Entrepreneur.com.  Gene, a certified public accountant, is the author of

five books on business management and provides commentary regularly on Fox News, Fox Business, ABC Radio's John Batchelor Show and for the Wharton School's Business Channel on Sirius XM.  Gene is also the host of two popular business podcasts for The Hartford and Paychex. Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses.


Angela Meharg

Angela Meharg is the founder of Datisfy Inc. where the entire focus is on Custom Reports for QuickBooks Desktop and Online. Affectionately known as The Crystal Reports Goddess, her career brought her to the world of QuickBooks in 2013. Now she's a Top 100 ProAdvisor for 2020 and 2021.

Angela's mission is to free business owners and advisors from the insanity of exporting to Excel. The data is in there - so let's emancipate it for our clients! This conference marks Angela’s fourth year teaching at Scaling New Heights. Her teaching experience includes nine years of leading programs at an international personal development organization, as well as certification to teach or coach softball, snowboarding, mountain biking, and yoga.


Mike Milan

Versatile and accomplished, Mike Milan, MBA, offers expertise in strategic planning, finance, and sales gained over 20+ years of diverse professional experience. In that time, he has developed 13 startups into well-established businesses and earned his nickname “Cash Flow Mike”. Colleagues know Mike as a personable and energetic executive, one who

builds lasting partnerships with managers and customers alike. He strives to apply the full range of his abilities in all that I do. Combining personal experience with his educational background, Mike Milan has compiled the perfect collage of information that is crucial for any business owner’s success. In 2021, Mike Milan was named to the Top 100 Tech Innovators and Influencers list by Intercon.


Daniel Moshe

Daniel Moshe, founder and CEO of Tech Guru: Enlightened IT for CPA Firms, combines his passion for business and technology with finance and accounting to help modernize accounting firms and strengthen the entrepreneurial ecosystem. His reputation as "the caring entrepreneur" stems from his initiatives to donate IT services to not-for-profit organizations and his over-and-above care for his

team members. Daniel is also a certified EOS® (Entrepreneurial Operating System) implementer at Strong in Six, where he works with leadership teams to implement a set of simple, practical tools to help them get what they want from their businesses. In addition, he regularly speaks at conferences, teaches webinars and hosts podcasts in the fields of technology and business leadership. 


Scott Nelson

Scott Nelson, Partner Sales Team Leader

Scott is a pioneering leader with a rare gift for connecting people together to accomplish unique and exciting tasks. He has successfully founded a socially beneficial investment fund, raised over $600,000 for charitable organizations, and launched no less than seven different

community groups. Professionally, Scott uses his pioneering leadership to create partnerships with accounting professionals and their firms, helping them to launch or grow their business through Patriot’s software.


Lamont Nesbitt

Professionally known as the "QuickBooks Jedi", Lamont is exactly that. Lamont's knowledge of all versions of QuickBooks and its intricacies is a force to be reckoned with. His expert knowledge of the QuickBooks Enterprise and translating external data into a usable QuickBooks file has made Lamont the true QuickBooks "Jedi" Master. He is also a former trainer for

Intuit QuickBooks Training (Real World Training) where he presented "Mastering QuickBooks" to thousands of desktop users across the United States.

Having better financials has always lent itself as a gateway to helping clients with their business as a whole. This company-wide business advisory approach to helping clients has given QB Jedi another level of service. If a "Quality Business" upgrade is what you seek, to take your business to the next level, then Lamont is the "QB" Jedi you are looking for.


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 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’.


Bj Oreilly

Chief Technology Officer

BJ O’Reilly has been working in software for over 24 years. BJ currently serves as Chief Technology Officer at SWK and manages the Managed Cloud Services practice and Secure Cloud Services, which provides a

wide array of IT and network solutions for on-premise, cloud, and hybrid cloud infrastructures. BJ has been instrumental creating a cloud hosting service that brings an otherwise unattainable cybersecurity offering to clients in the SMB market.


Kellie Parks

The Short Version

Kellie is a relentless organizer and believes cloud financial technology is key to organization.

She is an ardent devotee of QuickBooks Online and loves all the apps that make a cloud accounting package specifically

suited to each client’s business. She adopted cloud financial technology for her own business in 2012, as soon as it came to Canada and has migrated all of my clients to it now.

Kellie loves introducing QBO and the app partner programs to accountants and their clients. She now spends much of her day educating accounting firms and SMBs, but loves keeping her head firmly in her bookkeeping client’s day-to-day accounting needs as well.

Cloud accounting technology has made it possible for Kellie to enjoy working from out-of-country locations for the majority of the winter and maintain her education, coaching and bookkeeping business seamlessly.

Her husband Jeff, a Fly Fishing Guide, and Kellie have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation).

She is an avid runner, water & snow skier and live music fan.

A final note on the short version - that’s her - she is five feet tall :-}


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.


Margo Pokopac

Margo is the founder and sole owner of CKM Services, LLC, a financial and operations consulting firm specializing in QB and One Note since 2008. CKM stands for "Cleanup your numbers, Know where you stand, and Manage your process.” Margo specializes in difficult cleanups, garnering a reputation as an organizational "navy seal of business” in the

Cleveland, Ohio market.  Her talent shines in both manufacturing sectors, with her skills in inventory management, and in service-based industries.  She has rescued and turned around over 100 companies. Margo holds a BS in Accounting from Miami University, is a Woodard Transformative Advisor Podcast Series Wall of Heroes guest speaker, presented a "50% More Profit in 4 Weeks" case study at SNH 2019, and was featured in Cleveland COSE "Mind your Business” magazine in 2016.


Sarah Prevost

Mintage Labs (Founder), Co Founder of Create Collaborate
(CoLab), & CoFounder of The Proper Trust

Sarah Prevost is the founder of Mintage Labs A motherdaughter duo who enjoys working with clients who prefer partnerships and

building a financial team with business owners and their professional partners. Sarah and her mom, Rosette, use their expertise and organizational skills to support small business clients to develop their firms so they may flourish, and become prosperous. We celebrate the financial teams and never focus on the transaction side of accounting for any business.

Sarah’s specialty began with construction accounting, and she quickly grew into finding her craft and enjoyment of working with attorneys. She is also a partner with Lynda Artesani in a firm called The Proper Trust, which specializes in migrating law firms off of antiquated law firm programs to a modern cloud-based platform.

Lynda and Sarah also co-founded The Accountant's Law Lab, a private group for bookkeepers and accountants that want to specialize with working with attorneys or learn the complexities of law firm clients.

CoLab,is a partnership between Sarah & Rebecca, who take what they do in their own successful businesses and create complete service packages for clients that need it all! We also serve our community with speaking engagements on the topic of accounting. We’ve helped artists to postgraduate programs, local freelancers events, and so forth.

Originally from Seattle, Washington eventually relocated to Portland, Oregon. Sarah loves to watch her son play soccer, she enjoys baking, and she serves her community by donating time to boards and planning committees for events for local nonprofits.

Social Media Links:
Facebook: https://www.facebook.com/sarah.prevost1
Twitter: https://twitter.com/mintagelabs
Linkedin: www.linkedin.com/in/sarah-prevost


MB Raimondi

MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation is an Advanced QuickBooks Certified ProAdvisor.  She has been teaching QuickBooks nationally to both end users and accountants/consultants over 20 years.   

The focus of her practice is mainly QuickBooks consulting and training, specializing in set up, conversions, processes and clean up. She’s part of the QuickBooks Solution Provider program, getting great deals on Intuit products and services She was named 2019 ProAdvisor of the Year by Insightful Accountant and has been part of the Top 100 ProAdvisors since its inception in 2014.


Jason Richelson

CEO & Co-Founder

Jason Richelson is the co-founder and CEO of bookkeep.com™.

Prior to bookkeep.com™, he founded ShopKeep, a POS system that has helped over

23,000 small retailers and entrepreneurs streamline their business operations and stay competitive.

Having successfully launched and scaled multiple companies, including InternetCash.com, The Greene Grape Grocery, and Simply Wine, he is an award-winning serial entrepreneur recognized by EY Entrepreneur Of The Year.

Jason is an author and keynote speaker, contributing to the likes of Entrepreneur and speaking on topics ranging from payments in e-commerce to small business and technology startups.


Angie Rodriguez

I am a certified Accounts Payable Specialist, while also being an accomplished client services and pre-sales professional. I possess a deep and diverse background in ERP solutions, to include Accounts Payable, Human Resources, Payroll, Learning Management, SaaS Technology, and Project Management. I am highly skilled in

working with, mentoring and championing diverse professionals and teams. I have a successful track record of nurturing and working within high-energy environments that thrive on optimal productivity; having success and expertise in solving complex challenges, streamlining processes, and communicating effectively across all industries and management levels pertaining to ERP Solutions and Business Analytics; and establishing strong communication relationships with a wide range of individuals within all types and sizes of organizations, from standard users to executives to board members. I am currently working with Accounts Payable teams to manage risk and compliance while streamlining their processes using AI technology.


Leslie Rodriguez

Leslie Rodriguez is the Head of CPA Partnerships at Expensify. Previously, Leslie worked in private accounting, with a niche focus in the television and movie industry. Some of

her most notable work includes cost accounting for "Anthony Bourdain's Part's Unknown" on CNN. She received her undergraduate in Accounting from Hunter College - CUNY. Leslie currently resides in New York City.


Kevin Roosa

Kevin Roosa is the Sr. Director of Sales for Right Networks with 12 years of expertise delivering cloud-based solutions to Accounting Firms and their clients. He currently oversees three teams within the sales organization and is responsible for all growth initiatives including new customer acquisition as well as

existing customer development. During his tenure, Kevin has been instrumental in the company’s growth from 5,000 users to 210,000 users.


Michael Salmon

Michael Salmon is the director of sales at Canopy, a practice management software for accountants. As a former financial advisor, Michael has acute awareness about the financial industry, which has proven effective in his transfer to

preaching the power of practice management software to accounting firms. Above his proven ability to drive success for Canopy over the past few years, Michael is passionate about helping accounting firms understand the impact and value of implementing practice management solutions and leveraging them to drive growth within organizations.


Heather Satterley

Heather is a CPA and founder of Satterley Accounting Services. She is also the founder of Satterley Training & Consulting, LLC – a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology.

Heather is an Advanced Certified ProAdvisor, member of the exclusive Intuit Trainer/Writer Network, and a Zapier Certified Expert. She holds an undergraduate degree in Accounting and a Masters Degree in Innovation from Northeastern University in Boston, MA.

Heather is the co-host of the QB ‘Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment.

Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019 and has been listed as a Top 100 ProAdvisor for the past 7 years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.

• www.satterleyaccounting.com
• www.satterleyconsulting.com
• www.qbappyhour.com


Scott Scharf

Scott is the Chief ecommerce Geek and Co-founder of Catching Clouds and a valued partner to Veem. Scott is passionate about leveraging technology to solve business challenges and remove barriers to success. Scott does not believe in

technology for technology’s sake, but rather believes that technology exists to empower people. He enjoys the fast-paced changing tech environment but likes to find ways to help people adapt, streamline, and incorporate the tools available in the world around them on an ongoing basis, as opposed to performing a massive overhaul of their systems every three to five years. In today’s market, small and medium-size businesses can nimbly compete with the big players. Technology has become more accessible, scalable, and small companies can get more done with a lot less red tape.


Tonya Schulte

Tonya is the founder of The Profit Constructors – a firm specializing in helping small to mid-sized construction contractors “play like one of the big boys.” She has been in construction accounting for over 20 years, is an advanced certified QuickBooks Online ProAdvisor, a Knowify Certified Advisor, a Certified Xero Advisor, and a

Hubdoc Certified QBO ProAdvisor.

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


Caren Schwartz

Caren Schwartz is Founder of Time & Cents Consultants, LLC, and is an associate member of 35*45 Consulting, LLC. She provides legal and service professionals with technology selection, installation, and customization in their practices. Though her niche market is law firms, she loves helping all professional services firms to improve their work processes, and specifically enjoys when clients tell her they’re saving time or the entire office is running more smoothly than before.

Caren is an expert in billing, case and practice/office management systems. Caren focuses on making practice management software into real world turn-key solutions. By understanding a firm’s practice, business and industry needs, she can help implement a solution that meets the practice’s requirements.

Caren is the author of the book QuickBooks for Law Firms. She is an Advanced Certified QuickBooks® Desktop ProAdvisor and an Advanced QuickBooks® Online ProAdvisor. “She is also certified in a number of industry software solutions and integrations.  Caren is a member of the Intuit Trainer / Writers Network, has created courses for Solo Practice University, and has written for Insightful Accountant and Technolawyer, a respected online newsletter for lawyers.


Liz Scott

Liz Scott, Owner, Accounting Lifeline

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

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

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


Nevin M. Sendel, CPA, CMA

Nevin M. Sendel, CPA, CMA
President – Count4Commerce Corp.

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 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.)

2019-20 Scaling New Heights Instructor

2016 Intuit’s Firm of the Future – Runner-Up (Canada)

2014 – Present – Speaker for CPA Financial Literacy Program

2011 CMA Creative Leadership Awards Nominee


Tim Sines

Tim Sines is a unicorn.  He is a 30-year practicing CPA and a world class software developer, a truly unique combination.   Tim has run his firm Sines and Associates since 1988 and simultaneously developed three different Practice

Management platforms. For the past six years he has been developing his magnum opus, Mango Billing.  He has taken his 30 years of experience as a CPA, understanding of the problems firms face, deep understanding of software development, and the most modern technical architecture to create the Accounting industry’s most comprehensive solution.


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 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.


Heather Sperduto

Vice President, Sales Operations
Accountant Channel

Heather Sperduto began her career at ADP®, the global human resources and payroll company, as a district sales manager. With a career spanning two decades, Heather steadily progressed through the organization, moving from

corporate sales trainer to corporate accountant services lead to her present position as vice president of Sales Operations for the ADP Accountant Channel. Heather has supported the nationwide design and execution of the ADP Accountant Program.

Throughout her career with ADP, she has leveraged her expertise in roles that take advantage of her competencies in sales, human resources, benefits administration, talent management, and talent acquisition. This encompasses internal associate and leader engagement to drive results, as well as well as a high level of interaction with the accountant community.

Heather is sought after nationwide to lead speaking engagements such as interactive workshops to foster attendees’ personal and professional development. She has coached thousands of professionals on improving selling and overall communications skills.

With her delivery of exceptional service and value coupled with innovative technology she ignites referrals from centers of influence to help their clients thrive.

Heather is deeply involved in the community, demonstrating the same passion for volunteering and philanthropy that she does for training her staff and working with her accountant partners. Since 2008, she has been a board member of the Hope for Children Foundation, a nonprofit organization that inspires hope by teaching children and their families how to live happy, successful lives.


Barbara Starley

Barbara Starley is a CPA, entrepreneur, three-time Amazon best-selling author, speaker, and trainer. She is a proud member of the Intuit Trainer Writer Network and founder of the Good Steward Church Academy. Barbara has teamed up with Gregg Bossen and QuickBooks Made Easy for Non-Profits to bring her unique reporting methodology to churches, synagogues, and other house of worship of

all shapes and sizes. Whether one-on-one, or in a webinar or seminar format, Barbara finds her greatest joy in guiding, mentoring, and empowering her clients. When she's not setting up, training, or troubleshooting QuickBooks, Barbara enjoys golfing with her husband of 30 years.


Meir Stauber

Meir Stauber, is the founder and owner of Bluekeeping Corp, a bookkeeping and controller service firm based in Rockland County NY. 

Meir is currently enrolled in Woodard Institute and is on the path of becoming a Certified Transformative Advisor (CTA). Meir is passionate about systems and technology and is always open to learn new things. When he discovered ClickUp, it just ‘clicked’ with

him. He invested much time and effort in learning the software and to figure out the best structure for a bookkeeping practice.

Last year, Meir took the Woodard Productivity Course where he learned about personal and team productivity, based on the GTD (Getting Things Done) system, by David Allen. The knowledge he gained enabled him to take ClickUp to a whole new level by embedding a proven disciplined methodology into ClickUp. Throughout the course he enthusiastically shared how he is applying the framework into ClickUp. As a result, many students became interested in learning more about the software as well.

At the past SNH20 conference in Orlando, Meir held an impromptu demonstration on ClickUp for a small group of people, which some of them have also attended the PTPRO class. After the  demonstration, Patricia Hendrix, director of the institute, suggested that he formally present ClickUp at this year's conference.

Meir is known to be very passionate about technology, automation, systems and processes. He is always looking to learn more and is graciously happy to share what he has learned with others. 

Connect with Meir on Linkedin or Email: meir@bluekeeping.com


Deborah Stauffer

Deborah Stephens Stauffer, M.Ed., PCC

Debbie is an executive leadership coach with a global practice that helps changemakers to see things differently, discover deeper learning, and effectively manage change and innovation. In her prior

experience, she was a startup founder and entrepreneur, worked in venture capital, and was an educator.

Debbie is a current doctoral student in Leadership and Innovation at Arizona State University, and her dissertation is about a grace-based approach to leadership.  Debbie graduated from Occidental College, earned her master’s degree from Stanford University, has a coaching certificate from Fielding Graduate University, and was a Coro Fellow.  Originally from California’s Silicon Valley, Debbie and her family now reside in the mountain town of Park City, Utah.


Val Steed

Val Steed graduated from Utah State University where he received both his Bachelor of Science (BS) in Accounting and his Masters of Accounting (MA). Val was an active member of the Sigma Chi fraternity where he served as

Treasurer. After college, Val worked for Deloitte Haskins and Sells of Salt Lake City, Utah, and then with Hansen, Steed, Bradshaw & Malmrose P.C. of Salt Lake City. Val was with Hansen, Steed, Bradshaw & Malmrose P.C. for twelve years and was a shareholder for six years before leaving to start K2 Enterprises. Currently, Val is the Director Accountants for Zoho Corporation. He has twelve years’ experience in public practice and has been involved with the accounting technology industry since 1985.

Awards and Recognition:
• Twice recognized as Accounting Today’s Top 100 Influential Accounting Professionals
• AICPA Certificate of Appreciation - Strategic Planning Committee
• Alumni Professional Achievement Award – Utah State University
• Outstanding Discussion Leader Award – Indiana Society of CPAs
• Outstanding Discussion Leader Award – Utah Association of CPAs
• Three-time recipient of the AICPA Outstanding Discussion Leader Award

Professional Service:
• 1995 Chairman of the AICPA’s Technology Conference
• Three-year Member - AICPA’s Strategic Planning Committee
• Four-year Member - AICPA’s Information Technology Executive Committee
• Five-year Member - AICPA’s Microcomputer Conference Committee
• Two-term Chairperson of the Consulting Services Committee
• Two-term Chairperson - CPE Committee for the Utah Association of CPAs
• Life-Loyal Sigma Ch


Tommy Stephens

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 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.


Shonette Sullivan

Shonette Sullivan, MBA is the CEO and Co-Founder of The Shekinah Group, LLC Professional Financial Services. She holds a Bachelor of Arts Degree in Accounting and a Masters of Business Administration with over 19 years of experience in accounting and tax preparation. She also has 12 years as a Financial Analyst and 4 years of experience as an

accountant in Manufacturing. She is an authorized IRS e-file provider, a Advanced Certified QuickBooks Online ProAdvisor and a Certified Financial Education Instructor.

Shonette has helped businesses of all sizes, from solopreneurs to Fortune 500 companies, including the 6th largest bank in North America. She has proven success in accounting, bookkeeping, income tax preparation, and QuickBooks training. She was recently selected by QuickBooks to train new hires in the QuickBooks Live bookkeeping segment. She has also facilitated QuickBooks training for the Greenville Area Small Business Development Center for their Entrepreneurial Pathways participants. She has a passion for helping small business owners understand their finances so they can make key strategic business decisions.

The Shekinah Group, LLC offers individual and small business financial services. Individual services include income tax preparation and personal financial consulting. Small business services include QuickBooks Training & Consulting, accounting, bookkeeping, and income tax preparation. The company also offers financial seminars which focus on empowering others with the knowledge to make sound financial decisions. The overall mission is to see others achieve financial success while finding peace of mind in the process.


Katelyn Sullivan

Katelyn Sullivan leads the Partner Development team at OnPay, the top-rated payroll software for accounting firms, and their small and mid-sized clients. Prior to joining OnPay, Katelyn worked in accounting and is a licensed CPA who earned her Masters in

Taxation at the University of Georgia.


Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of

professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Nicole Trepanier

Nicole began her career with Expensify in 2014 as a Success Coach and quickly excelled in the world of accounting software integrations. She is passionate about solving complex issues related to Expensify's integration with QuickBooks, Xero, NetSuite, Sage Intacct, and FinancialForce. Nicole was pivotal in streamlining documentation and processes surrounding integrations as well as

designed and led the project to build the FinancialForce integration. Her goal is to fully automate expense reconciliation for businesses of all shapes and sizes.


Vanessa Vasquez

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.

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.


Michelle Vilms

Michelle Vilms is the CEO of Vilms Consulting, a firm located in Boston, MA that provides business clients with advisory, accounting and training services.

Michelle is a QuickBooks Advanced Certified ProAdvisor, has a BS in Accountancy from Long Island University and an MBA from Babson College. She is was named Top 100 ProAdvisor by Insightful Accountant in 2019 and is a member of the Intuit Writer Trainer Network.



Andrew Wall

Andrew Wall CPA, CMA
Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 19 years in accounting and IT development. He is the managing partner at CPA4it.ca, a cloud based accounting firm focused on helping small businesses. Andrew is

a global thought leader and has been recognized as the top 100 Accounting influencers (Avalara.com).

Andrew is passionate about the cloud. His Firm, CPA4it.ca, has been ranked as one of the top 100 cloud brands in the world (on alytica.com) and Andrew has been recognized as one of the top 50 cloud accountants in North America four years in a row (hubdoc.com).

Andrew’s first experience with cloud accounting was as a developer on a cloud based accounting application. In 1999, Andrew and a team of developers applied for a patent on web based software that enabled accountants to work with offshore resources. As a result of his work on this software, Andrew has appeared on the CBC television show “Venture,” and was invited to speak at the International Trade Centers executive forum on global outsourcing.


Veronica Wasek

Veronica Wasek is an entrepreneur, influencer, educator, and accountant. She is CEO and Founder of VM Wasek – specialized in accounting and consulting for Shopify & Amazon sellers. She is active in social media, including her 5 Minute Bookkeeping YouTube Channel, blog, and Facebook community. She also runs an online academy for

bookkeepers and accountants, 5MB Academy. She is a Certified Public Accountant and is advanced certified in QuickBooks Online. She has been named a Top 100 and Top 10 ProAdvisor. Veronica lives in Sugar Land, Texas. She enjoys taking walks in her neighborhood and working on crafts. Her latest passion is embroidery.


Caitlin White

Caitlin joined the Expensify Team in 2015 to assist customers with implementing our services through a seamless onboarding experience. She works to champion our client's voices and

athers feedback to deliver a world-class product.


Mark Woodruff

For more than 20 years, Mark has been the IT director for an accounting firm. He’s been responsible for identifying and implementing the technology needed to grow the firm from a single office of 20 to multiple offices across two states with 200 employees and partners.

Prior to that, Mark spent 10 years collecting, managing, analyzing, and reporting on large datasets of environmental samples.

He currently focuses on using technology to reduce and automate tasks as well as managing and securing Microsoft 365 environments.


Stephen Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or

shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.