Featured Main Stage Presenter

Stephen M. R. Covey

Main Stage Presenters

Alex Barnett

Les McKeown

Les McKeown is the president and CEO of Predictable Success. He has started over 40 companies and was the founding partner of an incubation consulting company that advised on the creation and growth of hundreds more organizations worldwide. Since relocating from his native Ireland to the United States in 1998, McKeown has advised CEOs and senior leaders of organizations on how to achieve scalable, sustainable growth and spoken to Fortune 500 companies about his breakthrough strategies. His clients range from large family-owned businesses to Fortune 100 companies, and include Harvard University, American Express, T-Mobile, United Technologies, Pella Corporation, the US Army, Microsoft, and the NSA. McKeown now spends his time consulting, writing, teaching, and speaking. He has appeared on MSNBC, CNN, ABC, and the BC, as well as in Inc., Entrepreneur, USA Today and The New York Times.

Rich Preece

Rich Preece is the Global Accountant Segment leader for Intuit QuickBooks. His priority is to create more connections between small businesses and accounting professionals so both can achieve long-term profitability and growth. Previously, he was the VP and Managing Director of Intuit QuickBooks UK, where he helped small businesses and accountants move to the cloud to manage their finances more effectively with QuickBooks. Since joining Intuit in 2002, Rich has played a critical role in growing the business and bringing products to market in different regions including the US, UK, France and India for both small businesses and accountants.

Jill Blashack Strahan

JOE WOODARD, CEO WOODARD Events

Additional Main Stage Appearances By

David Barrett

David Barrett started programming at the early age of 6 and has been aspiring to become an expense report magnate ever since. David attended the University of Michigan where he worked in the Virtual Reality Lab, before moving to Texas to write 3D graphics engines for the video game industry. Next he moved to California to join Travis Kalanick in building a peer-to-peer file transfer technology called Red Swoosh, which was acquired by Akamai in 2007. In 2008, David left Akamai to start Expensify and has since been relieving the world’s frustrations, one expense report at a time.

Luc Cardinal

Chris Farrell

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

Michael Giardina

Michael Giardina serves as CEO of Office Tools, which provides Practice Management software, educational conferences and the My Office Today magazine. He is the Chief Designer and Architect of their Workspace™ and WorkSpace™ Online software, currently in its fifteenth year. Previously, Michael owned his own tax practice, provided IT consulting to accounting firms and was employed by multiple tax accounting firms. Prior to this, he worked with CCH Computax for 10 years as a trainer and product specialist. Michael routinely speaks at Accounting & Tax Conferences as well as online seminars on the benefits of technology and effective firm management. Having personally worked with over 500 firms, he continues to consult on office efficiencies and new technologies to improve firm practice management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.

Steven Horniak, CPA

Steven Horniak is the Chief Financial Officer at Tallie. As a CPA, CA with over 24 years of international experience in finance, accounting, and technology, Steven provides strategic financial direction at Tallie and leverages his years of expertise to help future financial leaders achieve success in their field. Steven has worked for various international organizations, including Nestle, Geac and Infor, and has worked as an independent consultant sharing his expertise on strategic initiatives and providing support for budgeting and planning sessions. A graduate of the University of Toronto, Steven has continued his studies at Harvard Business School.

Joel Hughes

Joel is responsible for day-to-day operations and scaling the business to connect even more accountants, bookkeepers and small businesses to the cloud. He has deep knowledge in corporate strategy, team building, and succession planning.
Prior to Right Networks, Joel was SVP of Emerging Businesses at Constant Contact (acquired by Endurance International Group) where he grew the SinglePlatform unit from $2M to $20M over four years. As CEO at NMS Communications, Joel led the transformation of a business unit into the stand-alone public company, LiveWire Mobile.

Paul Jackson

Paul believes building one-size-fits-all software for millions of small businesses is lazy and outdated. This strong belief, paired with experience as an entrepreneur, resulted in Paul’s compassion for small business owners and passion for changing the game. After selling his first tech company, QXpress, a field service scheduling app for QuickBooks users, Paul started Method — a completely customizable, QuickBooks-integrated solution for any small business wanting a system that simplifies the unique way they get their work done. Method is best known for their flagship product, Method:CRM – the #1 CRM for QuickBooks.

Ken Malquist

Mike Michalowicz, Best selling Author

Matt Rissell

Matt Rissell co-founded TSheets, his sixth successful startup venture, in 2006, after discovering a gap in the employee time tracking and reporting market. Since then, the company has been named the Idaho Innovative Company of the Year, currently employing 45 of the best employees in the business and growing, and circling the globe with customers in over 50 countries.
With a passion for startups, strategy, and identifying high-growth opportunities, he speaks at conferences nationwide and is a regular contributor to The Huffington Post. Matt serves on the executive committee of the Idaho Technology Council, the advisory board of the Boise State University Computer Science Department, and the Vistage CEO Network. He has also received the 40 Accomplished Under 40 Award from Idaho Business Review, Cartridge World’s Franchisee of the Year award, and was named to the Verizon Wireless President’s Cabinet. Learn more about Matt and his team at TSheets.com.
A native of Colorado, Matt enjoys spending time in the mountains of Idaho with his wife, three children, and his Weimaraner, Brushy—bird hunting, bowhunting, and fishing.

Tyler Stableford

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

Tyler is one of Canon’s prestigious Explorers of Light, and Men’s Journal named him “One of the Seven World’s Greatest Adventure Photographers.” His award-winning short films have screened at film festivals around the globe.

Tyler’s passion for storytelling extends beyond commercial work—he volunteers to shoot at least one week per year for nonprofits.

Daniel Susskind

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

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

Mark Wickersham, Chartered Accountant, public speaker and #1 best-selling author

Mark Wickersham is known as the most sought after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing.

Mark is also a widely published author on practice issues. In May 2011 his book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His other books include, “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business”, both of which have been widely acclaimed.

Breakout Speakers

Norman Axelman

Denise Bailey

Denise is the Director of Accounting Systems Consulting at Elliott Davis Decosimo, and has provided businesses of various sizes with accounting, tax planning and new company, startup consulting for over fourteen years. She has specialized expertise in sales and use tax reporting and compliance, payroll tax reporting and compliance and income tax planning.

She has extensive knowledge of QuickBooks 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. She has provided training and technical support to QuickBooks users since 2001.

Ron Baker

Ryan Balfe

Ryan is a member of the Intuit Accountant and Advisor Customer Council and a Certified QuickBooks Pro Advisor. Utilizing his expertise with QuickBooks, Ryan runs DAVO’s Accountant and Bookkeeper Sales Channel. Ryan is the CEO and Founder of Cubepros, a back office support team administering full charge bookkeeping, accounting and financial reporting for small businesses and startups.

Kelly Bistriceanu

Kelly Bistriceanu is the accountant program director at TSheets time tracking. She credits out-of-the-box marketing tactics and creativity as the two biggest reasons TSheets has been able to build the largest Accountant Partner Program in the U.S. When not traveling the globe to help accounting professionals become successful TSheets PROs, Kelly and her husband Daniel call beautiful Boise, Idaho, home base. Follow Kelly’s #TSheetsWorldTour adventures on Twitter and Instagram @KellyTSheets.

Hope Blankenship

Gregg S. Bossen, CPA

Kirk Bowman

Kirk Bowman is the founder and Visionary of Value at Art of Value. He is also the host of the popular Art of Value Show. Though his podcast, he has interviewed over 100 professionals in the accounting, design, legal and software fields who have successfully implemented value pricing. Kirk is a Practicing Fellow at the VeraSage Institute and his software company, MightyData, is included in the appendix of Implementing Value Pricing. Art of Value provides speaking, coaching and consulting around the topics of discovering value, creating options and learning to price. Kirk can be reached at www.artofvalue.com and kirk@artofvalue.com.

Dawn W. Brolin, CPA

Owen Brown

As CEO, Owen oversees the continued development and implementation of the DAVO product line, strategy and partnerships. Owen executed and received granted status for DAVO’s patents and took DAVO Sales Tax from an idea to a business; going to market with a successful launch in 2015 partnering with First Data.

Dan Buckingham

Well versed in the Software as a Service (SaaS) industry, Dan has spent his entire career working with small business owners and accounting partners to help them streamline their technology needs. During that time, Dan’s efforts have directly resulted in millions of dollars in saving for his clients and partners. Since being at TSheets, Dan has been an integral part of the TSheets Accountant Sales team (otherwise known as the TSheets PRO Team) for almost two years – and was a founding member of our TSheets Account Executive program (dedicated exclusively to top priority accounting partners like BDO, and the clients they assess to be a good fit for TSheets). Dan is TSheets’s top performing Account Executive and is well known by the TSheets PROs he manages (and their clients) as being dependable and consistently willing to go above and beyond to ensure every account he works with has the best TSheets experience possible.

Stacey L. Byrne, CPA

Carla Caldwell

Darren Clarke

Darren Clarke is a 20-year veteran of the digital and print marketing industry, connecting buyers and sellers through traditional media, print, online directories, desktop search, mobile devices and SaaS applications in the United States and Australia. From working in print publishing and leading successful sales teams with Yellow Pages Australia, to opening & building the 55th office for ReachLocal in Adelaide South Australia, Darren has a passion for educating his teams and their clients on the complex marketing landscape and how the consumer buying journey has been influenced and in some cases lengthened with the evolution and prolific growth of desktop, tablet and mobile search.

Robert Colburn

Robert has been with Bill.com since October 2016. Prior to coming to Bill.com Robert worked with one of Bill.com’s Largest Accounting Firms, CliftonLarsonAllen, LLP, where he helped the firm double the number of clients on the application in a little under a year by establishing best practices & resources centrally available. Robert is tasked with consulting mid-market & high potential accounting firms to grow in the cloud accounting space by using Bill.com & providing the tools & resources to make sure these firms are successful.

Deborah Defer

Matt Donaldson

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

JEFF EDMONDS

Ingrid Edstrom

Ingrid Edstrom is a bookkeeping nerd and CEO of the award winning bookkeeping firm, Polymath LLC. She was recently recognized as one of the accounting profession’s Top 40 Under 40 and as one of the Most Powerful Women in Accounting. Ingrid is the creator the AskABookkeeper.com online education series, a member of Profit First Professionals, a member of the Intuit Trainer/Writer Network, founder of the Southern Oregon Bookkeepers Association, and leader of the Southern Oregon Woodard Group. When Ingrid is not teaching or playing her favorite video game (QuickBooks!), she is usually playing Irish music or frolicking with her goats.

Chen Fang

Carl Kelm is the Product Marketing Manager for time tracking & payroll products at Zenefits. Originally starting his career in politics, he worked for current House Majority Leader Kevin McCarthy; covered national campaigns and Congressional politics for the Wall Street Journal; and conducted polls and focus groups with renowned pollster Frank Luntz. He then moved to product marketing at Google, where he helped launch and develop Google Partners, the company’s largest SMB marketing initiative. He attended Stanford University and originally hails from Modesto, California, in the heart of the Central Valley.

Keith Fileccia

Keith is the Senior National Accounts Manager/Consultant at Mendelson Consulting. Keith worked for Intuit for a decade as a leader in various roles and departments and is completely fluent in Intuitese. He has extensive knowledge in QuickBooks software, specializing in inventory management, Keith is also a certified Six Sigma Black Belt, he has consulted with businesses of all sizes with process and workflow improvements both inside and outside of QuickBooks. His strengths are cat herding (project management), data analysis and workflow improvements.

Christian Flaten

Christian Flaten is a technology account executive who has helped build successful tech startups over the past 5 years including Metromile, Revel Systems, and Zenefits. Christian enjoys teaching and demonstrating how to improve efficiency in business practices through creative sales and marketing initiatives. Hailing from Silicon Valley, Christian is passionate about technology and spending all of his free time outdoors ­ surfing, snowboarding, and hiking.

Gabrielle Fontaine, PB, ASBC

Dawn Fotopulos

Christine Galli M.ED.

Jon Gamble

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

Hector Garcia, CPA.CITP, CGMA

Konstantinos Giannakis

Director of User Experience and Mobile Product Lead, Konstantinos is passionate about building customer-centric products that help businesses focus on their growth. At Bill.com, he leads the company’s user experience efforts across all product distribution channels, coaching and mentoring a multi-disciplinary team of user experience professionals. Moreover, he is driving the company’s mobile strategy, building mobile products that have received several industry awards over the past two years. Prior to Bill.com, he developed innovative experiences for mobile marketing and advertising firms for several years, including an award-winning mobile publishing solution.

Damien Greathead

Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

Eric L. Green, ESQ

Doug Hall

Robin Hall

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.

Steven Hoffman, CFE

As Director of Business Development for Patriot Software, Steven is passionate about helping accounting professionals utilize cloud software to help their small business clients succeed. His career began in his family business and took him all the way to India where he cofounded a tech company. From his diverse life experiences, Steven brings a unique perspective in communication, marketing, and team building to further business growth.

Shannon D. Jamieson, PHR, SHRM-CP

Shannon Jamieson is a Senior Content Developer for ADP’s Small Business Services division. She is responsible for developing content and communications on HR best practices and compliance requirements.

Shannon has over 13 years of HR experience and currently holds PHR and SHRM-CP designations. Prior to joining ADP, Shannon worked as a Senior HR Generalist supporting multi-state employees. She was instrumental in reviewing and updating the company handbook, participating in compliance audits, and overhauling the company’s onboarding practices. She also has experience coaching senior leadership on employee development, performance management, talent acquisition, and risk assessment.
A lifelong resident of New Jersey, Shannon holds a Bachelor of Arts degree in History from Rutgers University.

Carrie Kahn

Carl Kelm

Carl Kelm is the Product Marketing Manager for time tracking & payroll products at Zenefits. Originally starting his career in politics, he worked for current House Majority Leader Kevin McCarthy; covered national campaigns and Congressional politics for the Wall Street Journal; and conducted polls and focus groups with renowned pollster Frank Luntz. He then moved to product marketing at Google, where he helped launch and develop Google Partners, the company’s largest SMB marketing initiative. He attended Stanford University and originally hails from Modesto, California, in the heart of the Central Valley.

Stacy Kildal

Carol King

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

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

Stephen King, CPA CGMA

gale kirsopp

For 18 years Gale has been working with the QuickBooks product line as a back office business consultant, entrepreneur and national speaker. During this time Gale has actively participated in the technology driven realignment of the accounting industry.

Gale’s goal is to provide her clients a better understanding of what technologies are available and how these technologies can improve productivity. Better processes increase the timeliness of useful data, allowing her clients to make better managerial decisions based on their accounting information and not based on gut assumptions.

Gale is QuickBooks Advanced Certified, Enterprise Solutions Certified, QBO Certified and is a Gold Clio Certified Consultant.

BC Krishna

BC Krishna is the CEO and Founder of Boston-based MineralTree, an Accounts Payable (AP) and Payment Automation solution for finance professionals at growing organizations. BC has started three companies that have defined or established new, multi-billion-dollar market categories. Before founding MineralTree, he founded bank fraud detection software company, Memento. Prior to Memento, he founded FutureTense, a company that pioneered the content management category.

David Leary

David Leary is a Small Business Ecosystem Evangelist at Intuit and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise have helped bridge the gap between developers, small business owners and accountants. In 2015, David was named by Accounting Today as a “One to Watch” in their Top 100 Most Influential People issue.

Tricia Lee

Director of Marketing, Prior to joining Bill.com in early 2016 to head up accountant marketing efforts, Tricia has spent more than 10 years in marketing developing acquisition and retention campaigns to drive growth in both consumer and B2B industries. Most recently, she was Director of Demand Generation Marketing at Trulia working with real estate agents to expand their business by leveraging digital leads and CRM technology. Prior to that, she has held several marketing and finance roles at American Express, IBM and was part of the founding team at a NY based online healthcare education start-up that recruited and graduated over 50,000 student alumni across the U.S.

Michelle Long

Brent Looney

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

A seasoned entrepreneur, Brent was the co-founder and Director of Business Development for AlterG, which launched the first ever “anti-gravity treadmill.” In 2010, he founded Treatful, an online gift card service for restaurants, which was acquired by OpenTable in 2012.

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

Carlos Lopez

Carlos C. Lopez is the founder and President of Lopez Tax Service and Latino Tax Professionals Association located in Salinas, California. He holds a B.A. degree from Pacific Union College and a Certificate of Management Development for Entrepreneurs from UCLA Anderson School of Management. He has been active in tax preparation and representation before the IRS for 33+ years. His extensive experience includes developing qualifying continuing education and training programs for the California Tax Education Council and for the IRS Enrolled Agent CE program.

Barry MacQuarrie, CPA

Laura Madeira

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.

Jennifer Markowski

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

Antonio Martinez

Antonio Martinez is the VP of Business Development for Latino Tax Professionals Association. In 2004 Tony earned a full-ride scholarship to the University of California, Berkeley. Tony majored in Engineering and was involved in various leadership and volunteer roles. Upon graduation, Tony joined LTPA with a goal of building a national brand. As VP of Business Development, Tony has led the exponential growth of the organization and organized various events throughout the country. In 2014 Antonio became an Enrolled Agent with the goal of representing Spanish-speaking tax preparers before the IRS.

Mariette F. Martinez, EA

Mariette Martinez is a Financial Services Advisor who specializes in small business accounting technology and strategic business and personal financial planning. She has a deep passion for educating the Entrepreneurial community about long term growth and financial success and delivers her insights by embracing cloud based solutions and social media. Mariette partners up with innovative companies to teach & develop accounting technology workflow solutions for her clients. These customized solutions empower Entrepreneurs to seamlessly manage financial performance and meet year-round tax obligations. She maintains a year-round advisory relationship with her clients by utilizing collaborative cloud-based solutions which allow Mariette and her clients to have the flexibility to engage from anywhere at any time.

Judie Mccarthy

Misty Megia

Angela Meharg

Jason Meredith, MTAX, CPA, CFP®

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

Mike Milan

Stephanie Mozzillo

Stephanie Mozzillo, Product and Channel Marketing Manager, has worked with The Neat Company for 2 years. She comes to Neat with channel development and vertical segmentation expertise. Prior to Neat, Stephanie honed her skills at a tech start-up (Conigent), a tech manufacturer (OKI Data), and a CPG company (SodaStream). Born and raised in New Jersey, Stephanie attended Rutgers University Business School; and now lives in Philadelphia. Sports, travel, reading, and her Shiba Inu, Miles, are a few of her favorite things.

William Murphy

Steven Myers

Steve is one of the world’s foremost experts on SOS Inventory. He also has extensive experience with QuickBooks Online. He maintains an active leadership role in customer support, quality assurance, and the product roadmap of SOS Inventory. With a unique blend of business and technical skill, Steve has helped thousands of users build their businesses using SOS Inventory.
Prior to his work with SOS Inventory, Steve served in the United States Air Force as a Logistics Officer, helping to manage a logistics depot for the US Department of Defense. Steve also has experience as a college instructor, and his talks are always lively and informative.

J. Victor Nahigian

Mario Nowogrodzki, CPA.CITP

Vanessa Ocampo

Vanessa Ocampo 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.

Clayton Oates

You are going to love what Clayton has to share; a passionate and engaging communicator who teaches with a unique style based on 20+ years of practical experience. Recognised by CPA Practice Advisor as a Top 25 Thought Leader (2015, 2016, 2017), Clayton has helped more than 25,000 SMB’s and ABC’s (Accountants | Bookkeepers | Consultants) use technology to buy back precious time from their businesses. This Inspired (Ex) Accountant from Australia is living proof how you can successfully transition from Trusted Advisor to Difference Maker in the lives of your clients and importantly your own.
Connect with Clayton on twitter @Clayton_Oates and www.ClaytonOates.com

Mariet Ostos

Luis Parra

Luis Parra is considered one of the best-prepared and influential Hispanic professional in the world of taxes in the United States. He has been a tax instructor for the past 12 years, and about 1,000 people have participated in the first tax school in the city. He belongs to a select group of Enrolled Agents (EA), with about 50 thousand members in the United States. These professionals are authorized to represent taxpayers in the federal tax system. He is the Founder and President of Latino Association of Tax Preparers, Inc. (LATAX), a non-profit organization that groups the Latino tax professionals in the country.

Adrian Phillips

Adrian Phillips (@adrianpphillips) is the Senior Manager of Product Marketing at Citrix ShareFile. With a diverse career dating back to the dot-boom era, he’s worked in multimedia journalism, owned a small business and helped software technology companies of all sizes market innovative software products. Striving to live a paperless life in Raleigh, N.C., Adrian holds a bachelor’s degree in journalism from Flagler College in St. Augustine, Fla.

Alicia Katz Pollock

Alicia Pollock is an Author and CEO of Royalwise.com. Diamond-level ProAdvisor Alicia Katz Pollock is a member of the Intuit Trainer/Writer Network. She self-publishes QuickBooks training materials, and leads monthly QuickBooks, Apple, Microsoft Office, and business productivity training webinars. In the field, her QuickBooks setups and troubleshooting sessions blend the skills of technology, the patience of a trainer, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide her clients with the finest in business solutions.

MB Raimondi, CPA, CITP, MS Taxation

MB (Mary Beth) Raimondi is an Advanced QuickBooks Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online.  She has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999.  The focus of her practice in CT is mainly QuickBooks consulting and training, specializing in strategizing, researching and installing 3rd party add-ons and conversions to QuickBooks from other accounting software.  She’s part of the Intuit Premier Reseller program, getting great deals on Intuit products and services.  MB was named the Top QuickBooks Online ProAdvisor, 2015 by Insightful Accountant and was in the Top 100 ProAdvisors for 2014-2016.

MB can be reached at mb@mbraimondicpa.com.

Laura Redmond

Laura Redmond is founder of Redmond Accounting Inc, a boutique cloud accounting firm in Silicon Valley awarded the top 10 ProAdvisor for “Leading QuickBooks Online Practice” and Top 20 Firm of the Future. Their workflow is based around QuickBooks Online and its ecosystem of apps. Laura is an advanced certified QuickBooks ProAdvisor and member of the Intuit Trainer / Writer Network. She co-authors Intuit’s QuickBooks Online basic and advanced certification training and exams for ProAdvisors. Laura co-created Aero Workflow app used by accounting firms to manage their service delivery with remote staff performing recurring tasks for multiple clients. The Aero Library includes step-by-step instructions and procedures for many of today’s most popular apps in the QuickBooks eco-system.

Kevin Roosa

Kevin Roosa is Director of Sales at Right Networks. During his 9 years with the company, Kevin has played an integral part in driving their explosive growth through direct sales and other key channels. Kevin graduated from Marquette University with majors in Information Technology as well as Supply Chain Management, and has been named one of CPA Practice Advisor’s 40 Under 40 to watch in the accounting profession.

Fran Reed

Claudia Saenz, EA

Sam Santangelo

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

Heather D. Satterley, EA

Jim Savage

Tonya Schulte, AICB

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

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

Caren Schwartz

Liz Scott

Liz Scott is a Certified QuickBooks Advisor and Partner in the Oklahoma City based firm, Accounting Lifeline, which specializes in QuickBooks training, setup, support and advisory services for small businesses.
She serves as the Contributing Author for Insightful Accountant’s recurring QBO Monday Minute feature and acts as co-host of Insightful Accountant’s QB Talks Quarterly QBO Fireside Chat webinars.
Liz’s passion is the utilization of cloud technology in provision of real time accounting solutions and automation so small business owners can be empowered to make time financial decisions.

Dawn Scranton

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

Valbon Shabani

Val is one of Method’s most veteran team members, joining the company in 2008 after spending a year with IBM. In his years with Method, Val has enjoyed a range of responsibilities, beginning in Professional Services and later heading up the Method Partner Program, developing best practices and paving the way for the program’s growth. Today, he is the Director of Method’s Education Department, responsible for the team developing internal and external training and instructional resources.

Leslie Shiner

Leslie Shiner—author, speaker, and trainer—has more than twenty-five years’ experience as a financial and management consultant. She is the owner of The ShinerGroup, providing top-level financial and management consulting for the construction industry, helping businesses maximize profits and gain financial control.  She is the author of A Simple Guide to Turning a Profit as a Contractor.  She is a CPA Practice Advisor Top Thought Leader and an Advanced Certified QuickBooks ProAdvisor.  She frequently speaks at industry conferences and continues to receive high praise for her ability to make financial management interesting, understandable, and even entertaining.

Jeff Siegel

Jeff has spent the last twenty years providing accounting system solutions to emerging businesses. Since starting Siegel Solutions, Jeff has worked with hundreds of clients providing bookkeeping, consulting, and training services. After graduating Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how businesses work. He later went on to work in various controller and CFO roles before starting Siegel Solutions in 2000. Jeff is a Certified Public Accountant, a QuickBooks Advanced Pro Advisor in both desktop and online, and an Intuit Premier Reseller. Jeff is also a Microsoft Certified Systems Engineer.

Karen Siewert

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.

Davis Snedeker

Davis Snedeker is the Lead Designer for INT’s Creative Services. A millennial and digital native, Davis was brought up in the age of digital technology and social media. He has cultivated a passion for strong creative strategies supported by simple, elegant design. His experience with graphic design, digital marketing and web development coupled with his love of small-to-midsized business management has drawn him to clients in the accounting profession, and he is excited to share his marketing expertise with the forward-thinking attendees of the SNH conference.

John Torvi

John Torvi is the Vice President of Marketing & Sales at the Herbert H. Landy Insurance Agency of Needham, MA. John has been in the insurance industry, focusing on the needs of business owners, for almost 25 years. He holds a Bachelors Degree from Providence College and a Masters Degree from Springfield College and is a frequent speaker and contributor to professional journals and conferences for the legal, accounting, real estate and insurance industries.

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

Ian Vacin

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

Laura Watts

Laura is an Account Manager for the channel team at Zenefits, where she has helped steward the company’s client support through engagement and a relentless focus on client satisfaction. Over the last three years, her expertise in insurance and HR tech has helped connect accountants and small business advisors to the tools that drive efficiencies and value to their clients. Laura has a passion for technology and HR, as well as spending time in the kitchen learning about new flavors and finding healthy ways to bake.

George Williams, MBA

George has been providing Trusted Advisory services for over 25 years across all sizes of business, private and public. His firm, GeorgeW Services, Inc and Boca Bookkeeping provides Accounting services, Business Solutions, and Consulting for business owners focused on creating value using QuickBooks Ecosystem solutions and services. George has also been involved in selling solutions to business throughout his career.

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

Balz Wyss, ph.d.

Will Yapp

Will’s focus is on maintaining and growing Right Networks’ position as the leading provider of cloud-based collaboration offerings for accountants and financial professionals. He has a proven track record for driving revenue and negotiating large scale, solution-led deals.
Will has served in senior leadership roles at tech companies including Senet, Inc., Constant Contact (acquired by Endurance International Group), Aepona (acquired by Intel Corporation) and LiveWire Mobile (acquired by OnMobile Live).