FEATURED MAIN STAGE PRESENTERS

 

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.

 
 
 

Kim Perell

Kim Perell is an award-winning entrepreneur, investor, and global CEO with a passion for people, positivity, technology, and progress. Kim Perell is one of the most significant examples of a resilient rise from failure to success. In 2001, Kim went from being laid off at 23 to becoming a multi-millionaire by the time she was 30 years old and

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

 
 
 

Jia Jiang

Top Inspirational and Emotional Intelligence Speaker, Winner of Toastmasters Golden Gavel Award, One of the Most Viewed TED Talks: 100 Days of Rejection

Jia Jiang is the owner of Rejection Therapy, a website that provides inspiration, knowledge and products for people to overcome their fear of rejection. He also teaches people and

trains organizations to become fearless through rejection training. In 2015, he authored the Amazon bestselling book, Rejection Proof: How I Beat Fear and Became Invincible Through 100 Days of Rejection and was one of the most viewed TED Talks of 2017.

Several years after Jiang began his career in the corporate world, he took a life-altering risk and stepped into the unknown world of entrepreneurship. His result was everyone’s biggest fear: rejection. This was the catalyst that set Jiang on the path to his true calling.

To conquer the fear of rejection, Jiang embarked on a personal quest and started a blog, 100 Days of Rejection Therapy. His journey revealed a world that was hidden in plain sight — a world where people are much kinder than we imagine. He discovered that rejection can be much less painful than we believe and that the fear of rejection is much more destructive than we know.

Jiang grew up in Beijing, China and migrated to the United States at age 16. He holds a Bachelor of Computer Science from Brigham Young University and a Master of Business Administration from Duke University.

 
 
 

Kaplan Mobray

Internationally Acclaimed Author, Motivational Speaker, Career Consultant and Founder of the Kaplan Mobray Leadership Institute.

“Recognized by Meetings and Conventions Magazine as one of the nation’s top business speakers”

Kaplan Mobray is one of the world’s most dynamic and inspirational business speakers and

best-selling author of “The 10Ks of Personal Branding”.  An innovative mastermind, Kaplan has inspired and transformed countless lives through his insightful and groundbreaking approach to personal branding and leadership development.  Kaplan inspires audiences with practical strategies, “ah-ha moments”, that powerfully create real results to immediately elevate one’s career and improve one’s life.   

A highly sought after, vibrant and energetic speaker, professional saxophone player, and entrepreneur Kaplan Mobray learned early in his career that “to master quality of life you must first master quality of effort”.  He uses this personal philosophy to develop his extraordinarily creative insights and unique presentation content.  Wharton-educated, Kaplan draws from his over 15 years of corporate experience as a successful business executive where he led corporate marketing, advertising, and brand development initiatives for Fortune 500 companies.  Through his unconventional and innovative presentation style he teaches organizations how to transform their business, increase their brand reputation and motivates individuals to become effective leaders at all levels.

Kaplan has received worldwide acclaim and numerous awards for his leadership and branding insights.  He has been featured on CNN, FOX, Businessweek, The Wall Street Journal, Ad Age and shares his message to NFL players and fans annually at the Super Bowl.  Prior to his speaking career Kaplan served as U.S . Diversity Programs Leader at Deloitte.  Through his latest venture Kaplan is revolutionizing high performance online learning with his virtual interactive Kaplan Mobray Leadership Institute.  All of his innovative presentations have been described as life changing events.  

 
 
 

Guylaine Saint Juste

Guylaine Saint Juste serves as President and Chief Executive Officer of NABA, Inc. whose mission is Empowering. Black. Business. Leaders. At every point of 

the journey, NABA, Inc. represents more than 200,000 Black professionals in accounting, finance, and related business professions. 

Saint Juste serves as a corporate officer on NABA’s Board of Directors, overseeing the organization and spearheading the execution of NABA’s multi-year strategic plan. She brings over 25 years of experience in the financial services industry to her role as NABA’s leader, including previously working as Senior Vice President, Virginia Market Executive at Capital One Bank.  

A change maker, innovator and activist at heart, Saint Juste joined NABA in February 2021 to create a platform that will educate, empower and mobilize  
Black Business Leaders, advance equitable representation in the industry and foster meaningful career connections to close the opportunity gap long the talent continuum, from high school to the C suite and business ownership, offer strategic thought partnership to business and academia, and accelerate Black representation at all levels of executive leadership.   

Prior to joining NABA, Saint Juste was Executive Director of the National Capital Region for Year Up, a national workforce development organization that works to ensure equitable access to economic opportunity, education, and justice for all young adults. During her five-year tenure, Saint Juste doubled the number of students Year Up served in the region, launched new curriculum and course tracks, and improved outcomes across all key performance indicators, growing revenue by over 40%. 

Saint Juste is the Founder and Co-Chair of the George Mason Women in Business Initiative, previously served as President and Co-founder of the Women’s Alliance for Financial Education (WAFE), and was a board member for Goodwill of Greater Washington for nine years.  

Saint Juste holds a B.A. in International Relations from George Mason University and earned her graduate degree in retail banking management from the University of Virginia. 

 
 
 

Ron Baker

Radio Talk-Show Host, The Soul of Enterprise

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a

radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.

He is the author of seven best-selling books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers: Using Key Predictive Indicators; Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; Implementing Value Pricing: A Radical Business Model for Professional Firms; and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless.

Ron has toured the world, spreading his value-pricing message to over 200,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2011, 2012, 2013, 2014, 2015, 2016, and 2017 Top 100 Most Influential People in the profession; voted number three, six, nine, five, and seven of the Top Ten Most Influential People in the profession in 2012, 2013, 2014, 2015, 2016, and 2017; selected as one of LinkedIn’s Influencer Bloggers; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation. He graduated in 1984 from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.

 
 
 

Ed Kless

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also facilitated the Sage Leadership Academy, a year-long

program designed to assist Sage Software partners develop a continuous process of improvement in their organizations and serves as liaison to the Strategic Leadership Association.

Ed is the author of The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, a compendium of a few of the episodes of his VoiceAmerica talk-show The Soul of Enterprise: Business in the Knowledge Economy with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow.

Prior to joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. In 1996, he co-founded Third Wave Business Systems, a Microsoft Dynamics GP partner that grew to 20 team members and $5 million in revenue. At Third Wave, Ed developed the implementation methodology and led the CRM and ERP consulting teams.

Ed is a contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and was named to Accounting Today’s list of the 100 Most Influential People in Accounting for 2015. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian.

Follow him on his blog at www.edkless.com or on Twitter @edkless.

 
 
 

Carl Reader

Carl Reader is a serial entrepreneur, chairman of business advisory firm d&t, and author of Boss It, The Startup Coach and The Franchising Handbook. He features regularly in the national press and on stage, and regularly provides content through his social media channels under the handle @CarlReader. He has helped thousands of

business owners either start or grow their business by helping them understand that business isn't difficult, in language an eight-year-old can understand.  

 
 
 

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 The Woodard Report, AccountingWEB and Insightful Accountant, and Joe has been featured repeatedly in Accounting Today in articles, podcast/video interviews.

Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.


CEO at Woodard Events, Woodard Consulting Group
Twitter: @joewoodard
LinkedIn: www.linkedin.com/in/quickbooksadvisor
Website: www.woodard.com

 
 
 

ADDITIONAL MAIN STAGE PRESENTERS

 

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.

 
 
 
 

Davis Bell

Davis Bell is the CEO of Canopy, the leading cloud-based practice management solution for accounting firms. Prior to Canopy Davis held various executive roles at SaaS companies like 

Instructure, Peek, SalesRabbit and Imagine Learning. Davis spent the early part of his career at investment banks Morgan Stanley and Bear, Stearns. Davis and his wife Melissa have 6 children and live in Salt Lake City where they hike, ski, and camp. 

 
 
 
 

Jamie Beresford

CEO – Practice Protect

Jamie Beresford is the founder and CEO of Practice Protect, the world’s #1 data security platform for over 

15,000 accountants globally.  

While Practice Protect Is a tech company, Jamie Is adamant that he's In the people business and through an unrelenting focus on team motivation and development over many years he's grown Practice Protect to 100 team members all while living remotely In Bali, Indonesia and working 6 hours per day.

 
 
 
 

Prashant Gandhi

Prashant Gandhi, Chief Business Officer, Melio  

Prashant Gandhi has two decades of financial services and tech experience. Prior to Melio he was Managing Director at JPMorgan Chase and Chase’s Head of Digital Payments.  At JPMorgan he built a team that managed the entire suite of digital payment products used daily by Chase's nationwide retail and

small business customers. He also collaborated with JPMorgan’s Corporate Responsibility team to run programs for enhancing financial literacy within court-involved youth. Prior to JPMorgan Chase, Prashant spent 16 years at McKinsey & Co as a Partner in its Delhi and New York offices, and helped launch a new practice called McKinsey Digital as the Global Chief Operating Officer.

 
 
 
 

Greg Kamradt

Greg Kamradt leads Operations & Product @ Digits. With a background in growth & analytics, his career expands over several industries including consumer tools, B2B, and finance. Previously, Greg led

a strategic growth team @ Salesforce - accelerating product development and customer happiness through data. Digits is a fintech company building tools for businesses and finance professionals through leveraging machine learning, technology, and financial reports from the future. Available now. For free. 

 
 
 
 

Jefferson Keith

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. 

 
 
 
 

Jay Kimelman

Jay Kimelman, CPA, CiTP currently serves as the Director of Internal Technology and the E-commerce Industry Lead for High Rock Accounting. Prior to joining High Rock, Jay built and ran The Digital CPA  from startup to

being named among the top technology firms in 2020 by Accounting Today. 

As a recovering appaholic, Jay pairs his love of technology with his love for accounting. He has been named multiple times for the Top 50 Cloud Accountants list, was named Xero’s Most Valued Professional in 2016 and currently serves as a National Xero Ambassador. When not working, Jay loves home automation projects and accessorizing his Jeep.  Jay is a Dance Dad supporting his daughter, Abigail, or can be found spending time with his wife, Wendy. 

 
 
 
 

Jennie Moore

Jennie is the Head of Accounting for Ignition Canada. She is Founder of Moore Details, Inc., a progressive firm committed to modernizing bookkeeping. She

actively researches applications and advocates for the accounting industry through social learning. When she’s not crushing business goals you can find her eating a good cupcake, figure skating or hiking with her family. She is regarded as a global FinTech expert and accounting influencer such as and has been named to the following lists: 
 
Top 50 North America Cloud Accountants by Hubdoc 
Top 100 Accounting Professionals by Avalara 
Top 100 female Accounting Professional by Practice Ignition 
Top 10 Influencer by Intuit 
2021 Wagepoint Hero 
2016 National Firm of the Future by Intuit 

 
 
 
 

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

 
 
 
 

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

-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   

 
 
 
 

BREAKOUT PRESENTERS

 

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.

 
 
 
 

Lynda Artesani

Lynda Artesani is the founder of Artesani Accounting and The Proper Trust, LLC, two firm’s specializing in working exclusively with attorneys and law firms. 

She is the co-founder of  The Accountant's Law Lab, a private group for bookkeepers and accountants that want to learn about the complexities of law firm clients and how to niche their firms to this specialty.   

Lynda is the Top QuickBooks Online ProAdvisor of the year 2021, a member of the Intuit trainer-writer network and a LeanLaw Gold Accounting Pro.  She has been doing this work for over 20 years.
Social Media Links:

Facebook: https://www.facebook.com/artesanibookkeeping/
Twitter: https://twitter.com/lynda_artesani
Linkedin: https://www.linkedin.com/in/lynda-artesani/
Instagram: https://www.instagram.com/lyndaartesani/

 
 
 
 

Norman Axelman

Norman Axelman, a nationally acclaimed computer instructor and consultant, is the founder of Advantage Computer Solutions, Inc. Based in Miami, Florida. Advantage Computer Solutions has been offering superior computer training and consulting services to individuals and businesses since 2001, saving clients thousands of hours of time, and commensurate payroll expense.  

With over 30 years of professional experience, Mr. Axelman provides an outstanding level of computer training with a focus on useful and practical day-to-day features and functions, resulting in increased efficiency and productivity, and as a Quickbooks Pro Advisor has helped many clients with set up and use of the Quickbooks program.

Mr. Axelman has been an adjunct professor for the Miami Dade College School of Continuing Education, has been retained as a computer instructor for a yearly national convention, and is accredited by the State of Florida to teach Continuing Education computer classes for licensed Community Association Managers.

Over the years Mr. Axelman has created and delivered numerous presentations and classes for various organizations, companies and schools including the Urban League of Broward County, CPA Academy, and Insightful Accountant.

 

 

 
 
 
 

Ron Baker

Radio Talk-Show Host, The Soul of Enterprise

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a

radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.

He is the author of seven best-selling books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers: Using Key Predictive Indicators; Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; Implementing Value Pricing: A Radical Business Model for Professional Firms; and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless.

Ron has toured the world, spreading his value-pricing message to over 200,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2011, 2012, 2013, 2014, 2015, 2016, and 2017 Top 100 Most Influential People in the profession; voted number three, six, nine, five, and seven of the Top Ten Most Influential People in the profession in 2012, 2013, 2014, 2015, 2016, and 2017; selected as one of LinkedIn’s Influencer Bloggers; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation. He graduated in 1984 from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.

 
 
 
 

Brittany Brown

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

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

 
 
 
 

Stephen Brown

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

sales roles at a variety of technology companies including Symantec and Ivanti. He is a QuickBooks Online Advanced certifed ProAdvisor and certified in many other accounting solutions.

 
 
 
 

Ernest Cook

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

SQL which is now aimed at helping clients gain knowledge about their companies that will allow them to be successful.

Ernest’ technical knowledge is highlighted by the many certifications he holds and has come from decades of using QuickBooks, Microsoft SQL Server and other databases, accounting applications and reporting tools.

Ernest’s first opportunity to educate accountants was over 25 years ago when he presented award-winning classes inside Chevron on financial reporting. Since then he has presented sessions for the SBDC (small business development center), Microsoft and many others.

 
 
 
 

Erin Daiber

Erin Daiber is a relatable and results-oriented CPA turned coach, speaker & trainer in the accounting profession. She is the founder of Well Balanced Accountants LLC, and the creator of popular programs such as the CPA Exam Launchpad. She is known for her fresh approach to providing leadership development solutions designed specifically for

your team of accountants. Well Balanced Accountants started after she went from a high-performing accountant to a burned-out, now-recovering CPA. She believes that leadership skills are integral to long and successful careers in the accounting profession. As a speaker, she shows accountants how to develop the skills they need to help attract and retain top talent, grow profits, and sustain higher revenues to better serve their clients. In her years of working with CPAs & accounting firms, she has helped solo practitioners and Top-100 firms transform their accounting talent using these practices. Erin began her career in the audit practice of Ernst&Young, where she had the opportunity to lead audit teams and serve a wide variety of clients from Fortune 500s to young start-ups. She spent several years in private industry working as a financial analyst before taking on her role as CEO & Coach. Erin is a graduate of John Carroll University in Cleveland, Ohio with a degree in accountancy. Erin holds an active CPA license in the state of California and the Professional Certified Coach (PCC) designation through the International Coach Federation.

 
 
 
 

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.

 
 
 
 

Dan DeLong

With close to 18 years of experience in Intuit Technical Support, Dan knows the boundaries of what Intuit’s products and services can do, “out of the box.” His solution-oriented approach to creative problem solving while 

staying in the Intuit ecosystem will allow you to partner and build share of customer. Dan’s favorite product to support is POS. He curated the training curriculum and trained most of the support organization in his tenure at Intuit, working with a variety of businesses.

He was with POS from the very beginning (version 1.0) and has seen it grow through its many versions since then. He loves to make POS an integral part of a business's day to day operations.

 
 
 
 

Carla Demers

Carla Demers is the founder and CEO of Demers Accounting Services – an accounting firm focused on helping small businesses by providing designer services to 

meet the needs of the client.  She is also the founder of Demersify, a comprehensive training program that empowers business owners to develop their financial literacy by teaching them how to understand and utilize their financial data to achieve success.  She is an Advanced Certified ProAdvisor who is known for providing accounting services, QuickBooks training, and business consultation to small and medium-sized businesses with a personable, no-nonsense approach. She has been the recipient of the Top 10 and Top 100 ProAdvisor awards for multiple years and enjoys contributing her time to the accounting industry. 

 
 
 
 

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.  

 
 
 
 

Kathy Dise

Kathy Dise started BudgetEase 12 years ago to help 2 biotech firms with government grant accounting.  The company has grown to 13 consultants and has helped over 1200 business with on-going bookkeeping, training and catch-up. 

Kathy's 20 years and banking and time commercializing medical devices at the Cleveland Clinic gives her clients an unusual perspective on how financial information can tell a story to investors and lenders as well as provide a wealth of information to make great decisions for the future. 

 BudgetEase stays abreast of the latest bookkeeping software and app trends, so their clients don’t have to. Finding ways to save their clients money and making QuickBooks work for them are two core values. Kathy has an MBA in finance from the University of Toledo, a BBA in finance from St. Mary’s College in Notre Dame, Indiana, and 20 years of continuous growth and responsibility in the banking industry. She is also a  certified advisor for QuickBooks desktop and online products as well as Webgility, Hubdoc, Fathom and other QuickBooks apps. 



 
 
 
 

Sean Duncan

SMD Consulting & Accounting, LLC, initially built his reputation as a thought leader in the accounting industry by focusing on advising, teaching, and helping clients with proactive strategy and planning.   Now he is also working to enhance the value, profitability, and joy of his friends and peers in the world of

public accounting with his advising & teaching.  Since starting the firm in 2006, SMD Consulting & Accounting, LLC has successfully transitioned a flourishing firm built predominantly on tax preparation & bookkeeping to a prosperous, value focused, business & tax centric family office.  Over the last 25+ years, Sean has accumulated a diverse and unique set of credentials and knowledge that he passionately shares with his peers to help them achieve levels of success that they previously believed unattainable.  

 
 
 
 

Erin Walsh Dyer

Erin Walsh Dyer is the ultimate bookkeeper's friend!  As a national trainer for Intuit, Erin educates hundreds of accounting professionals every month for the QuickBooks Accountant University. 

Helping on a more

personal level is her real calling.  Through her coaching and mentorship, Erin continues to help businesses, bookkeepers, and accountants realize the full potential of QuickBooks.  

The Bookkeeper’s Friend says it all.  Her Circle of Friends mentorship program Trains, Inspires, & Grows.  Learn more here: https://www.bookkeepersfriend.com/circleoffriends

 

 

 
 
 
 

Ingrid Edstrom

Ingrid Edstrom is the Chief Empowerment Officer at the award-winning consulting firm, Priestess Of Profits, LLC. She is a Woodard Certified Transformative Advisor (CTA).

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 and Journey Beyond Accounting mastermind group for accountants through the RoundtableLabs community, a member of the Intuit Trainer/Writer Network, and a founder of the Accounting Alchemy Network. When Ingrid is not teaching & consulting, she is usually playing Irish music or frolicking with her goats.

 
 
 
 

Jennifer Evans

Jennifer is from Tampa, FL and currently resides in Westminster, CO. She has track record of helping service providers provide technology securely for their clients. Since joining Pax8 in

2021, she has continued this passion by helping business advisors and service providers differentiate themselves by adding new SaaS technologies to their services offerings. 

 
 
 
 

Chris Farrell

Chris Farrell, CPA is a seasoned technology executive with more than 20 years of leadership experience in finance and accounting.

Chris served as the CEO of Nexonia, Inc., the parent company of the Nexonia, Tallie, ExpenseWatch, and SpringAhead brands. His experience as a founder of Tallie and SpringAhead gives Liscio a proven leader with a successful track record scaling up startup technology platforms for professional services. Chris earned his CPA in the heart of Silicon Valley at Arthur Andersen in 1996 and his MBA at UCLA’s Anderson School of Management in 2004. 

 
 
 
 

Gabrielle Fontaine

Gabrielle Fontaine is the founder and manager of BookkeepingDirect, a bookkeeping firm which has been 100% virtual since 2003. She is an Advanced Certified QuickBooks ProAdvisor and Accredited Small Business Consultant, as well as a sought-after speaker, author and consultant in the bookkeeping profession. Gabrielle is known for

her practical online training programs and live webinars on topics such as bookkeeping workflow, pricing, marketing, cybersecurity, and business growth strategy. She also works with bookkeeping technology providers to spark win-win synergy that benefits the profession, software vendors, and ultimately, small business clients.

 
 
 
 

Pam Greene

Pam Greene is an Owner of Amcom Tax + Accounting, Inc. Her business puts a large emphasis on customer service and creating a better experience for

their clients. She is an Enrolled Agent and has been preparing taxes for 15 years as well as helping clients negotiate with the IRS. Her business also provides bookkeeping services and tax consulting for small business owners. Pam has been an NFIB Small Business Association member since 2014.

Pam serves her community by participating as an active Chamber of Commerce board member for the past 7 years and providing tax strategy classes for the Klamath County Association of Realtors. After dedicating 9 years as a Klamath County 4-H Leader, Pam now provides bookkeeping services to the Klamath County Rotary Club as they host their annual Klamath County Junior Livestock auction which raises over $1Million for local 4-H youth. She is also the former president of the Klamath Falls local LeTip International chapter.

On a personal note, Pam is a farm wife and mother of two adult children. She loves her Klamath Basin community and enjoys golfing, quilting, travel and shopping around town. 

 
 
 
 

Kathy Grosskurth

Kathy Grosskurth is an Advanced Certified QuickBooks ProAdvisor® in both Desktop and Online platforms. Starting out in 2005 as treasurer for a local disaster recovery group after Hurricane Dennis dumped record rains and caused catastrophic floods in South Cobb County (near Atlanta, GA), Kathy became hooked on QuickBooks® and started taking on

paying clients. Since 2016, her practice (dba Bookkeeping Clean and Simple) has shifted to providing training, advisory, and consulting services to clients across the country. She is sought after for her Bookkeeping Basics course and is increasingly being tapped to speak at local meetings and national conferences such as Scaling New Heights put on by the Woodard Group. Also, a member of the Intuit Trainer/Writer Network, Kathy is recognized as a Top 100 ProAdvisor for three years in a row (201 - 2021). Kathy's other passion is mentoring promising bookkeeping students. She is married with two grown children (one a nurse, another an Eagle Scout working in the IT field) and spends her free time traveling and volunteering at the local food pantry.

 
 
 
 

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.

 
 
 
 

Kenny Harper

Kenny Harper specializes in helping accountants and advisors to save time, increase revenue while elevating the value they provide to their customers through

a process called Client Value Journey Optimization. He began his career over a decade ago as a marketing technician working in the business and has productized and monetized his business growth expertise into powerful programs that can be scaled without requiring additional staff. His business, Growth Amplifiers, works with firms to implement the proven systems so they can successfully grow their business without huge advertising costs or needing to hire. Kenny is host of The Growth Amplifiers Podcast and has been featured as a thought leader in publications, podcasts and blogs for the accounting industry. By visiting his website at www.KennyHarper.Rocks, you can download a free copy of his book, Amplify Your Business, and learn how you can achieve a better return on investment from any marketing effort guaranteed!

 
 
 
 

Patricia Hendrix

Patricia Hendrix is the Director of Woodard Institute and Producer of Woodard’s Reality Style Case Study project, “Tech Makeover. With over 26 years of accounting experience and specialization in QuickBooks and QB-Ecosystem products, Patricia leads a team of mentors in an educational and mentorship program designed to empower small business advisors to optimize their practice and improve their advisory skills and

leverage their community for support and accountability. 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 Alliance. As well as being rated TOP 100 by Insightful Accountant, she is the founder and CEO of Ten Key Business Solutions, Inc, a 10-year veteran of Vistage International and a forever student of leadership, business management, parenting, and overall life management through spiritual awareness and the uplifting and empowerment of others. 

Patricia Hendrix is the Director of Woodard Institute, mentoring accounting and bookkeeping professionals to build highly intentional, scalable and effective practices. With over 26 years of accounting experience and specialization in QuickBooks and QB-Ecosystem products, Patricia built a highly successful accounting, bookkeeping and QB consulting practice before joining Woodard Institute full time in 2017. Patricia is also the producer and lead talent in Woodard's Reality TV Show style Case Study, "Tech Makeover". She is an 10-year veteran of Vistage International and a forever student of leadership, business management, parenting, and overall life management through spiritual awareness and the uplifting and empowerment of others.

 
 
 
 

Tate Henshaw

Tate Henshaw, CFP®️ 
Co-Founder, Arc Business Management 

Tate has always been obsessed with problem-solving.  It led him to major in mathematics at

the University of Georgia, which led him to Polay+Clark and now co-founding Arc Management.  Whether it's helping design a proprietary royalty database, integrating a cloud-based merchandise fulfillment system for a Grammy-Winner, or running a Net Present Value calculation on a contract proposal for a NBA All-Star, he's yet to come across a problem he can't solve.  He brings this love of efficiency to the cloud accounting landscape via custom-curated ecosystems for his clients.  This results in additional free time for his passion in music and quality time with his wife and two young daughters. 

 
 
 
 

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.

 
 
 
 

Heather Hurst

Heather Hurst is VP of Marketing at Canopy, where she connects the company’s leading products with the audiences they serve. Heather is a lifelong marketer, starting with a jingle to

promote a third-grade group invention, and scaling from there through agencies and B2C and B2B brands. She’s made a career out of leading transformational marketing and brand initiatives. With a commitment to “customer-first, integrated marketing,” Heather has a 20+ year track record of success building authentic brands, launching innovative products, creating categories, and scaling businesses in a variety of industries. 

Most recently, Heather led global marketing communications at Persado, the leading AI-generated content generation and decisioning platform. A leader in an emerging category, Heather helped to build Persado’s brand with key thought leaders and influencers to help drive significant year-over-year growth and compressed sales cycles.  

Before joining Persado, Heather held leadership positions at Adobe Workfront, NICE inContact, and Vivint Solar.  

Outside of work, Heather’s passions include adventuring near and far with her family, experimenting with new recipes on the grill, and finding her next great hobby.  

 
 
 
 

Randy Johnston

Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2022. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth 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. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is 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 evident to you in today’s presentation.

Contact Randy at randy@k2e.com, randyj@nmgi.com, 620-664-6000 x 112, via www.randyjohnston.com, www.technologybestpractices.com, www.nmgi.com, or www.k2e.com.

 

 
 
 
 

Carrie Kahn

Carrie Kahn, the founder and CEO of Complete Business Group, and the 2017 Top Social Media Resources ProAdvisor, is a seasoned Intuit Reseller behind the innovative Complete Business Partner Program. This program was designed to coach ProAdvisors to select the right QuickBooks products at the best price. We bridge the gap by bringing experts together in our program. We have created a positive community where partners collaborate and

support each other. Learn more by visiting completebusinesspartner.com

 
 
 
 

Debra Kilsheimer

Debra Kilsheimer is a partner with her husband, Harold Hickey in Behind the Scenes Financials, Inc based In Port Orange; FL. Debbie is an Advanced Certified QuickBooks

ProAdvisor in both Desktop and Online. She’s been a Top 100 QB ProAdvisor since the program’s inception. In 2015, she was honored as a Top 10 ProAdvisor. Debbie is also a member of the Intuit Trainer/Writer network. Debbie has also attended every Scaling New Heights! She’s thrilled to be teaching this year. 

Debbie’s been in accounting her entire life. Upon graduating from the University of Central Florida, she when to work in a CPA firm – and hated it. There had to be a better way then hourly billing, time tracking and only talking with clients about what DID happen v what COULD happen. Consequently, she left the profession for 20 years. When the technology caught up to her vision, she went back into accounting and now runs her accounting firm as she wants! 

Debbie is excited to share with you how you too can have the firm of your dreams. 

 
 
 
 

Ed Kless

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also facilitated the Sage Leadership Academy, a year-long

program designed to assist Sage Software partners develop a continuous process of improvement in their organizations and serves as liaison to the Strategic Leadership Association.

Ed is the author of The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, a compendium of a few of the episodes of his VoiceAmerica talk-show The Soul of Enterprise: Business in the Knowledge Economy with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow.

Prior to joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. In 1996, he co-founded Third Wave Business Systems, a Microsoft Dynamics GP partner that grew to 20 team members and $5 million in revenue. At Third Wave, Ed developed the implementation methodology and led the CRM and ERP consulting teams.

Ed is a contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and was named to Accounting Today’s list of the 100 Most Influential People in Accounting for 2015. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian.

Follow him on his blog at www.edkless.com or on Twitter @edkless.

 
 
 
 

Joshua Lance

Josh Lance, CEO & Founder of Lance Group CPA and Head of Accounting of Ignition US

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.

 
 
 
 

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.

 
 
 
 

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.

 
 
 
 

Joe Manzelli

Joe Manzelli is the Director, Bookkeeping Coaching for Woodard Consulting. Joe has been a leader in the paperless, digital office and incorporating workflow into accounting firm’s processes. He has joined with many like-minded professionals in embracing the power of the Cloud and in changing the profession as many know it. Joe is an advocate for new technologies that are 

pushing the profession past its’ comfort level to better serve their clients, including outsourcing of tasks.
His knowledge within these areas has lead to speaking at national conferences and guest speaking at numerous seminars and webinars to challenge thousands of CPAs and professionals to expand their view of themselves and the value they bring to their clients. In his role at Woodard Consulting he brings his past experiences and roles at Intuit and XCM Solutions to assist bookkeepers and small firms to create their ideal bookkeeping practices.

JManzelli@Woodard.com
www.linkedin.com/in/joemanzelli/
Twitter @JoeManz

 
 
 
 

Mariette Martinez

After 20+ years working alongside small businesses as an Accountant and Advisor, her entrepreneurial journey has evolved from practitioner to educator.

In 2020, Mariette became the founder of MasterYourBooks, a learning center that educates intentional, service-based entrepreneurs that are ready to build their business and financial literacy from the Inside Out! At MasterYourBooks, they believe in strengthening inner value and the abundance mindset first before a service provider can deliver true value to those they serve. Mariette also partners and educates alongside small business champions and educators who align with her mission to leave no business behind.

 
 
 
 

Ted McCrae

Director of Marketing & Growth
Ted has worked in the accounting industry for the last 25 years with companies like Intuit, Xero, and ADP. Ted has helped accountants and bookkeepers skyrocket the

growth of their practices through technology and pricing strategies. 

 
 
 
 

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.

 
 
 
 

Kelly Moore

Kelly is a key member of the Strategic Markets team focused on building deeper Melio brand awareness, client engagement, and partnerships across the Accountants Community. Prior to

joining Melio, Kelly served as a Strategy Consultant focused on tech implementation, process improvement, and operational excellence.

 
 
 
 

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. 

 
 
 
 

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. He is the founder and principal of Mendelson Consulting (established in 1992), specializing in QuickBooks and information technology consulting services. The firm focuses on providing a solution-based approach, customized to each client’s individual and specific needs. The combination of Mario’s accounting and 

technology background with the expert knowledge of QuickBooks financial software gives clients an unparalleled edge.

Mario holds Master of Accounting Information Systems and Bachelor of Accounting degrees. He is a Certified Public Accountant since 1992 and has received the Certified Information Technology Professional (CITP) designation from the American Institute of CPAs. Mario is an Advanced Certified QuickBooks ProAdvisor, Certified QuickBooks Enterprise ProAdvisor, Certified QuickBooks POS ProAdvisor, and member of the Intuit Trainer/Writer Network. A leading figure on the national QuickBooks scene, Mario was selected to be a charter member of the QuickBooks Enterprise Solution Provider and the QuickBooks POS Retail Solution Provider Programs; he currently serves on the Intuit Premier Reseller Program Advisory Council.

A frequent author and instructor of QuickBooks and technology topics for accountants and continuing education programs, Mario is a contributing author and speaker for Intuit and The Sleeter Group on QuickBooks and technology. He was recently recognized as a ‘2008 Killer VAR’, a prestigious distinction awarded by “Accounting Technology” magazine acknowledging commitment and character as a value-added-reselling organization. His firm was recently selected as a ‘2008 Technology Pacesetter’ by “Accounting Technology” magazine recognizing its reputation among peers and participation on advisory boards and speaker panels at industry events.

In addition to working with QuickBooks users and ProAdvisors, Mario provides information technology consulting services to accounting firms and other businesses—helping them to serve clients better and manage their practice more efficiently.

 
 
 
 

Ufuoma Ogaga

Ufuoma Ogaga (Ufuo-mah Oh-gah-gaha) is the Founder and CEO of Goshen Accounting Services, LLC, an Atlanta-based accounting and advisory firm focused on empowering, educating, and transforming nonprofit organizations to build sustainable profits and leverage technology to reduce operational chaos. She is an Advanced Certified QuickBooks ProAdvisor, a Certified Nonprofit Accounting Professional, and

an Intuit Trainer/Writer Network member.

 
 
 
 

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.

 
 
 
 

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.

 
 
 
 

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.

 
 
 
 

Carl Reader

Carl Reader is a serial entrepreneur, chairman of business advisory firm d&t, and author of Boss It, The Startup Coach and The Franchising Handbook. He features regularly in the national press and on stage, and regularly provides content through his social media channels under the handle @CarlReader. He has helped thousands of

business owners either start or grow their business by helping them understand that business isn't difficult, in language an eight-year-old can understand.  

 
 
 
 

Jason Richelson

Jason Richelson is the Co-Founder and CEO of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. 

He has spent the past two decades deeply rooted in payments, business automation, and accounting systems. Jason began his career as a PricewaterhouseCoopers systems analyst before launching several companies, including InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep. For each of the companies Jason founded, he personally closed the books. He possesses both the technical knowledge of accounting and the business acumen to create products that help organizations of all sizes scale their operations.

 
 
 
 

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.

 
 
 
 

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.

 
 
 
 

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.

 
 
 
 

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

 
 
 
 

Tyler Stromberg

Tyler has been helping business advisors launch their data management practice since day one at Pax8. He is passionate about helping partners build new value streams for their clients by

leveraging best-in-class tools like PowerBI and is certified in Power Platform Fundamentals. 

 
 
 
 

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.

 
 
 
 

Jake Sullivan

Jake Sullivan is a member of the Product Marketing team for the Sales and Use Tax line of business at Sovos Compliance. He’s focused on positioning our sales tax integrations across all

markets and industries. Jake enjoys analyzing market trends and discussing the business reasons that drive our customers to partner with us for a comprehensive sales tax compliance strategy.  

 
 
 
 

Brian Suthoff

Brian is responsible for leading Right Networks’ Software Products, which includes Rootworks and other products and services. Brian joined the Right Networks 

team after its successful acquisition of Tally Street, which he co-founded and which quickly became a leading customer analytics solution for accounting firms and their small business clients. He has an extensive track record of building and growing new teams and software-driven services. 

Prior to Right Networks, Brian founded and co-founded other companies, including Localytics, which he helped grow into the leading mobile engagement solution that was installed on 2 billion devices and is now part of Upland Software. Brian also held senior roles in business development and product management at other startups and Fortune 500 companies. 

 
 
 
 

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.

 
 
 
 

Megan Tarnow

Megan Genest Tarnow is the Nonprofit Industry Lead at High RockAccounting, following their acquisition of The Mobius Group in the fall of 2021. Megan is a Certified Nonprofit Accounting Professional, an AdvancedCertified QuickBooks ProAdvisor, a member of the elite Intuit Trainer Writer Network, and a Top 100 ProAdvisor in 2020 & 2021. With Ufuoma Ogaga, she co-leads the

Empower Nonprofits roundtable under the auspices of Roundtable Labs. In 2018, she started the Facebook group she really wanted to be a part of -QuickBooks for Nonprofits: https://www.facebook.com/groups/QB4NPs. It has since grown to over 5,400members and is roughly split between end users and accounting professionals.Meganis fiercely committed to rock-solid, actionable financialsfor nonprofits, and finds that the same tools can empower small business. You can find her on all the socials @megantarnow.

 
 
 
 

Lisa Varilek

Lisa joined the Pax8 team as a Operations Solution Consultant in 2021, serving our partners by helping them provide the right business solution for their clients’ needs. She is certified in

Dynamics 365 Fundamentals and Power Platform Fundamentals. 

 
 
 
 

Vanessa Vasquez

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

 

 
 
 
 

Veronica Wasek

Veronica Wasek is the CEO/Founder of VM Wasek CPA, an award-winning modern online accounting and bookkeeping firm specialized in Shopify bookkeeping and consulting. She is passionate about helping bookkeepers and accountants to confidently grow their businesses.  She is the founder of the 5 Minute Bookkeeping YouTube Channel and blog. She's also the founder of the 5MB Academy for bookkeepers.

 She runs the Facebook group “5 Minute Bookkeeping Community” with over 17,000 members. 

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

 
 
 
 

Matthew West

Senior Enterprise Account Manager, CPA.com
• Frequently consults with T100, G400 and Boutique size firms on building on growing CAS/SUT practices

• 24 years of accounting & tax technology experience
• Passionate about helping firms grow revenue lines and future proof their businesses
• 7-time President Club winner
• Matt is an avid pilot, boater, triathlete, runner and swimmer

 
 
 
 

Sara Laidlaw Woodruff

Sara Laidlaw, owner of Accounting Services Bureau Inc., specializes in nonprofits and is the developer of TBX - Trial Balance Exporter for QuickBooks Desktop. Sara has had an interesting career. By the mid-1980s, she was an accountant by day and restoring exotic cars by night. When informed that Price Waterhouse was closing her write-up department, she bought it. When challenged by a shipping company to find a program for

International Longshoremen's Association (ILA) payroll, she wrote one and started a payroll company. Somewhere in her accounting journey, Sara became known as the local nonprofit guru, leading to nonprofits becoming 90% of her client base. With remote access, her clients are all over the US. When told that QuickBooks doesn’t export a trial balance by class or period, she wrote a utility that does just that. The lesson? Just don’t tell her that she “Can’t” and get used to hearing “Why not?” Sara’s purpose and passion lies in helping clients improve business processes most efficiently and painlessly. She’s valued for her no-nonsense, down to earth approach to solving problems.