FEATURED MAIN STAGE PRESENTERS

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Paul Dunn

Paul holds a Lifetime Service Award to the Profession in the UK and he’s been honoured as a Social Innovation Fellow in Singapore. He first rocked the Profession through the radical Accountants’ Boot Camp where over 17,000 Accountants found new ways to work with clients.

He’s been featured in Forbes Magazine with Sir Richard Branson as a ‘disrupter’ in business. He is first person ever to receive AccountingWeb’s “Outstanding Contribution to Accountancy” award.

His seminal books include “The Firm Of The Future” (co-authored with Ron Baker), which is widely regarded as one of the most important of its type ever written.

Paul’s the Chairman of the revolutionary B1G1, enabling businesses to connect in new ways and creating over 201 Million giving impacts globally.


 
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Gene Marks

A past columnist for both The New York Times and The Washington Post, Gene Marks, CPA now writes regularly for The Hill, The Philadelphia Inquirer, Forbes, Inc. Magazine, Entrepreneur Magazine and The Guardian. Gene has written 5 books on business management, specifically geared towards small and medium sized companies. His most recent is In God We Trust, Everyone Else Pays Cash. Nationally, Gene appears regularly on MSNBC and Fox News as well as

medium sized companies. His most recent is In God We Trust, Everyone Else Pays Cash. Nationally, Gene appears regularly on MSNBC and Fox News as well as The John Batchelor Show and SiriusXM's Wharton Business Channel where he talks about the financial, economic and technology issues that affect business leaders today.

Through his keynotes and breakout sessions, Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and—most importantly—the actions they can take to continue to grow and profit. Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses. Prior to starting the Marks Group PC Gene, a Certified Public Accountant, spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a Senior Manager.

https://www.genemarks.com/


 
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Steve Pipe FCA

Once named as the world’s most highly rated accountant, Steve is a best-selling author, dynamic speaker and former UK Entrepreneur of The Year. As a co-founder of Speakers for Good he is a passionate advocate of the Business for Good movement, where his goal is to

to help provide 100 million days of help to people in need across the world (with the total amount provided so far standing at 17 million days).

His books for accountants include “The World’s Most Inspiring Accountants”, which has been described by other practice development gurus a “masterpiece”, “ground-breaking” and “desperately needed”, and “The UK’s best accountancy practices”, which ICAEW President Mark Spofforth describes on the dust jacket as “brilliant”.

And his other books include “101 ways to make more profits”, “Stress proof your business and your life”, “How to build a better business and make more money”, and the “Better business, Better life, Better world” trilogy.

In 2012 Steve was named “The world’s most highly rated accountant and advisor to accountants” in recognition of the fact that he has more recommendations (now over 500) on LinkedIn than any other adviser or accountant.

In 2015 he was shortlisted by AccountingWeb for the first ever “Outstanding Contribution to Accounting” award in the UK.

In 2017 he created the free “Get and Give A Million” system to help accountants get better results for their clients, themselves and the world.

From 2018 he has been giving away all of his time and intellectual property for free in order to help make the world a better place.

And in 2020 he has teamed up with the legendary Paul Dunn to distil the key things they have learned across a lifetime in business into their most important book yet, “Time to Rise”. Revealing how any business can become a powerful force for good, quickly and easily, “Time to Rise” will be given away free of charge to every business in the world.

Outside of work Steve has been married (to an accountant) for 35 years, has three adult children and lives in Yorkshire. His hobbies include playing tennis badly, and playing blues guitar terribly.


 
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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.


 
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Jessica Rector

Jessica’s mission is simple: Transform Lives. As the top mind wellness and burnout expert, Jessica Rector, MBA is the authority on tackling your inner game and turning it into outer success and positive action! As a TV talk show host and

former award winning #1 sales performer at a Fortune 100 company, Jessica uses her company’s research to help organizations, leaders, and teams to fire up their thinking and extinguish burnout. Jessica has three college degrees, including an MBA and has written ten books. As a #1 best-selling author, she has shared the stage with Michelle Obama and worked with clients such as Fortune’s #2 “Best Company to work for,” NBCUniversal, and the Dallas Mavericks, and has been seen on ABC, NBC, CBS, and FOX for creating change. When she’s not traveling around the world for work, Jessica spends her time being a single parent and learning about the exciting world of Transformers, so she can carry on real conversations with her seven-year-old son, Blaise, who is a #1 best-seller author and the youngest published author in the United States.


 
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Joe Woodard

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

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

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


 

BREAKOUT PRESENTERS

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Itzik Amiel

Itzik Amiel, Attorney-at-Law, Bestselling author, Founder & CEO THE SWITCH® Itzik is considered the global leading authority on Business Development, Business Networking, Personal Branding & client engagement strategies. He is a sought-after speaker, trainer, business mentor, Attorney-at-law & accountant. Itzik is the bestselling author of

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

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

Itzik has published many articles and white papers on business development, business networking, personal branding, client experience and building relationships. 

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

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

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

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



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

 

 
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Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable. Her specialty is ...

working with attorneys.

Lynda is currently on the Intuit Trainer Writer Network is an Alumni member of the Intuit Advisory Council. Additionally, she is the first Expert Columnist for the QB Community forum. She also co-admins a Facebook group to help other business owners with QuickBooks, marketing, apps, workflow challenges and much more. The group is called QB Community Live!

Originally from Rhode Island, Lynda relocated to Estero Florida. She is a registered yoga teacher and teaches two classes per week. Connect with Lynda on Facebook or Twitter @lynda_artesani and subscribe on YouTube at Artesanibookkeeping.

 

 

 
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Norman Axelman

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

 focus on useful and practical day-to-day features and functions. This has resulted in increased efficiency and productivity, and as a Quickbooks ProAdvisor, has helped many clients with set up and use of QuickBooks programs.

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

 

 
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Denise Bailey

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

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

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

 

 
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IRA BEDENBAUGH

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

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

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

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

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

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

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

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

 

 
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Audrey Blackburn

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

organizations to move them from a place of scarcity to one of abundance.

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

 

 
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Jaimie Blackman

Jaimie Blackman is CEO of BH Wealth Management LLC. He is a Certified Wealth Strategist® , Certified Business Advisor, and creator of MoneyCapsules®, a values-based discovery process designed to help business advisors engage, capture, and score intangible assets.  Jaimie, a lifelong guitarist, has appeared on the main stage at

SNH 2019, where he used live music performance to transfer knowledge, making his talk both educational and entertaining. 

Jaimie believes the arts have much to teach the business advisor. To maximize client value, the human condition must be impacted. He uses music to help teach advisors how to capture the client’s heart in one meeting. And no, you won’t need to bring your old clarinet into your client’s office.  

Jaimie is CO- President, Greater NY Chapter, Institute or Advisors, an organization dedicated to helping professionals build a successful business advisory practice. 

 

 
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BRITTANY BROWN

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

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

 

 
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Rachel Comella

Director of HR Partnerships, Rachel Comella’s HR career spans 20 plus years with experience in many corporate entities. She has held leadership roles within the healthcare, non-profit, distribution, manufacturing and ...

commercial real estate industries. Rachel is a highly experienced HR generalist with expertise in leading the complete HR operation in multiple locations and states. She has excellent abilities in Strategic planning, re-organizations, labor relations, training, benefits, recruiting, employment law, worker’s comp, contract negotiation, policies and procedures. She enjoys the challenge of meeting the business goals and objectives of a company while improving employee retention and satisfaction.

Rachel’s diverse career began in the supermarket industry where she quickly learned of her passion for managing the HR process. She continuously expanded her experience and knowledge base through many industries, including asphalt manufacturing, liquor distribution and commercial real estate. She was the HR Director for one of the largest privately held distribution companies in the state of Florida.

Rachel most recently came from the operations side of business where she was the CEO of a manufacturing company in the regenerative medical arena. She completely understands the fine balance the Chief leadership faces between operations, finance, and people.

Rachel has served on many non-profit boards throughout the Tampa Bay area. She was on the Board of Directors as well as the Board of Trustees at CASA (community action stops abuse). She has also served on the annual giving campaign for the Metro area YMCA where she was a major fund raiser.

Rachel holds a Master’s Certification in Employment Law from George Washington University and a Bachelor’s degree in Public Speaking from the University of South Florida. She has been a member of SHRM and HR Tampa since 2001.
Rachel has six children ranging in ages from 21 to 29 and in order to keep her sanity she teaches group fitness classes at the YMCA in her spare time. She teaches yoga, spinning, and total body workouts.
Contact CertiPay today to see how our HR Consultants can provide your management team and your staff members with the HR support you need.

Rachel can be reached at 727.403.2901 or rcomella@certipay.com.

 

 
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ERNEST COOK

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

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

Ernest’ technical knowledge is highlighted by the many certifications he holds and has come from decades of architecting accounting system solutions.  Ernest’s first opportunity to educate accountants was over 25 years ago when he presented award-winning classes inside Chevron on financial reporting.  Since then he has presented numerous  sessions for Woodard as well as the SBDC (small business development center), Microsoft and many others. 

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

 

 
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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 accountants. Well Balanced Accountants started after she went from a high-performing accountant to aaccounting 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.

 

 
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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 and 2017. 

 

 

 
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Paul Dunn

Paul holds a Lifetime Service Award to the Profession in the UK and he’s been honoured as a Social Innovation Fellow in Singapore. He first rocked the Profession through the radical Accountants’ Boot Camp where over 17,000 Accountants found new ways to work with clients.

He’s been featured in Forbes Magazine with Sir Richard Branson as a ‘disrupter’ in business. He is first person ever to receive AccountingWeb’s “Outstanding Contribution to Accountancy” award.

His seminal books include “The Firm Of The Future” (co-authored with Ron Baker), which is widely regarded as one of the most important of its type ever written.

Paul’s the Chairman of the revolutionary B1G1, enabling businesses to connect in new ways and creating over 201 Million giving impacts globally.

 

 
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Wendelyn Duquette

Wendelyn Duquette is the President and Founder of QuickStart, LLC an accounting services firm serving non-profit organizations with consulting and outsourced accounting services. She has been an Insightful Accountant ‘Top 100 ProAdvisor’ since

2015 and a Certified ProAdvisor since 1996.

Wendelyn’s extensive and diverse non-profit experience makes her a unique asset to non-profit organizations. She was a founder of the Vermont Women’s Fund and helped raise a 2 million endowment, served on the board of many non-profits including several grant making foundations, is trained in results-based accountability a methodology that helps non-profits quantify the effectiveness of their mission-based programs. Prior to founding QuickStart Wendelyn had 15 years as a manager of several non-profits.

QuickStart has helped over 500 organizations set up and maintain their finances with QuickBooks.

 

 
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INGRID EDSTROM

Ingrid Edstrom is the Priestess of Profits at the award-winning consulting firm, Polymath LLC, specializing in cashflow strategy and technology workflow design for the tours & activities industry. She is recognized as one of the Most Powerful Women in Accounting, Top 40 Under 40, a Top 100 ProAdvisor, and

an Intuit Firm of the Future. Ingrid is the creator the AskABookkeeper.com online education series, a member of the Intuit Trainer/Writer Network, and leader of the Southern Oregon Woodard Group. When Ingrid is not teaching or writing, she is usually playing Irish music or frolicking with her goats. 

 

 
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KATHY GROSSKURTH

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

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

 

 
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Nate Hagerty

Nate Hagerty is the CEO of TaxProMarketer, the leading digital marketing agency for tax and accounting firms since 2007. A member of Mensa, Nate is a 3-time "40 Under 40" honoree by CPA Practice Advisor, has been published widely in industry publications, and is the

author & editor of two industry bestsellers. Sadly, he is no longer “under 40”, but he DOES have 7 children (4 of whom were adopted), 13 employees, and hundreds of clients across the United States who owe the growth and the health of their firm to his TaxProMarketer team that dominates their local online marketplace on their behalf.
 

 
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Annie Hambach

Annie has been with Patriot Software for 18 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.

 

 
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Linda Hamilton

Linda Hamilton, CPA, CGMA, CBA, Speaker, Strategic Business Advisor is CO-President of Institute of Advisors Greater NY Chapter.  Linda has owned a CPA firm in New York City for more than 30 years. Through her firm, she advises domestic businesses and nonprofits, as well as international companies doing business in the U.S on

tax matters.  Planning starts with knowledge and Linda empowers women business owners to grow their companies in her Vision to Value Business Planning Workshops and Mastermind groups.  She also provides strategic financial advice, financial reviews, and goal setting, as well as remote CFO and controller services. 

A frequent and sought-after speaker, Linda is in demand for her expertise on business and tax planning, financial fluency, budgeting, and business process improvement.  Her One Page Business Plan workshops are extremely popular.  Workshop participants say that Linda has a wonderful and entertaining way of making complicated topics clear and simple.   

Linda serves on the Partnership & LLC Tax Committee of NYSCCPA & is a member of AICPA, The Women Presidents Organization, Financial Women’s Association, Advisory Board of Enterprising Women Magazine.   She is also a WBENC certified women-owned company. 

Linda lives and works in New York City.  She loves to walk for miles throughout Manhattan and binge watch favorite TV shows with her husband.  She also loves to read fiction and has been a volunteer preschool teacher at her church for more than 20 years. 

 

 

 
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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. 

 

 
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Peter Hickey

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

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

 

 
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Steven Hoffman

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

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

 

 
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Christian Jones

Christian is TaxProMarketer’s Director of Search Marketing. He oversees custom website production on behalf of our clients, as well as the implementation of TaxProMarketer’s search marketing strategy for client firms. Christian has

established TaxProMarketer’s web presence strategy as the gold standard for the industry and is constantly making tweaks and updates to it on behalf of clients in order for them to stay ahead of the curve.

 

 
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Jill Kesler

VP Channel Strategy, ADP Marketplace Jill Kesler is VP of Channel Strategy for ADP Marketplace, a digital HR storefront offering a growing ecosystem of HR apps. Under Jill’s leadership, ADP Marketplace has seen an

80% growth in sales, expanded into Canada, and increased awareness and use among ADP® sales teams. In her 13-plus years at ADP, Jill has led multiple sales and operations teams and several initiatives to win together across all business units. Jill is based in St. Louis and when she’s not traveling to a sales office in the U.S. or Canada she loves watching her children play sports, spending time at the lake with her family and staying active. She’s also passionate about helping others and serves as board chair for Sunnyhill Inc, a nonprofit that serves over 300 children and adults with disabilities.

 

 
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DEBRA KILSHEIMER

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

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

 

 
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GALE KIRSOPP

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

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

 

 
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Sara Laidlaw

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. 

 

 
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Michelle Long

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

QuickBooks 2014: on Demand.  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 AdvisorMost Powerful Women, 10 Women who Inspire a Profession, Top 10 ProAdvisor, Small Business Influencer Champion, Stevie Gold Winner for Women in Business and more.  She has been mentioned in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA and more. 

 

 
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Stephanie Mack

Stephanie Mack started Account Mobility LLC to help small business owners setup & manage their accounting on the go. Once you have outgrown QB, she provides consulting on the next accounting solution to streamline the business workflow with QB at the hub. She specializes in Field Service clients. As an Advanced Certified ProAdvisor, she teaches QBD & QBO beginner classes locally. As a new

Woodard Group leader in her state, she is expanding her connections in the accounting industry. With fast paced growth & forceful, grassroots marketing, she has turned to outsourced accounting as the best solution for her growing business. She looks forward to sharing her tips & tricks, dos & don'ts of going off-shore with her attendees! 

 

 

 
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Laura Madeira

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

 

 
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Carmen Manrique

Founder and President of Accounts Pro, Carmen Manrique provides accounting and bookkeeping services to small businesses in a variety of industries.  She is a Quickbooks ProAdvisor and Xero certified. Carmen enjoys maintaining relationships with her clients and treats their businesses as if they were her own.  For over 15+ years, she has been providing clients with

quality services and building strong and trusted relationships.  Carmen, began helping the Hispanic community by teaching QuickBooks En Espanol.  Most recently, Carmen established, in 2011, an “Online Academy of QuickBooks in Spanish” reaching Spanish speaking communities throughout the United States, Latin America, and South America.  

 

 

 
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ANGELA MEHARG

Angela Meharg is the founder of Datisfy Inc. whose entire focus is custom reports for QuickBooks Desktop and Online. Affectionately known as The Crystal Reports Goddess, she has worked on projects in multple countries with hundreds of companies including AOL Canada, Oracle, and Adobe. As of December 2019, she is now an

Advanced Certified QuickBooks ProAdvisor. 

2020 marks Angela’s third year of teaching at Scaling New Heights. She has taught innumerable beginner and advanced courses in Crystal Reports, CRM systems, and The Raiser’s Edge fundraising software – even writing the training manuals, always customized with the client’s data. Her teaching experience includes nine years of leading programs at an international personal development organization, as well as certification to teach or coach softball, snowboarding, mountain biking, and yoga. 

Since entering the world of QuickBooks in 2013, Angela has been fortunate to cross-refer a variety of projects with Top 100 ProAdvisor Award Winners like Linda Saltz and Hector Garcia where the outcomes are always a success for their mutual clients. 

 

 

 
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MIKE MILAN

Mike is one of the highest rated instructors at the nation’s most prestigious banking schools on the topic of financial management for small business owners. He has built or helped build multiple companies from the ground up by transforming ideas into multi-million-dollar enterprises. After building 10 companies from the ground up, Mike found an

easier way to dissect complex financial concepts so every business owner could see how they can relate to their business.  His belief in helping business owners turn ratios into actions led to the creation of his blueprint to creating lifestyle friendly businesses, called The Clear Path to Cash.  

Clear Path to Cash is based on the belief that every business owner can fulfill their dreams by understanding and action on the financial issues they encounter every day.  Ultimately business owners can make more money and build a lifestyle friendly business where they get more time for themselves.  He is passionate about helping business owners focus on what matters most in their business.  Cash.   

 

 
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Scott Nelson

Scott is a pioneering leader with a rare gift for connecting people together to accomplish unique and exciting tasks. He has successfully founded a socially beneficial investment fund, raised over $600,000 for

charitable organizations, and launched no less than seven different community groups. Professionally, Scott uses his pioneering leadership to create partnerships with accounting professionals and their firms, helping them to launch or grow their payroll business through Patriot’s software.

 

 
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Mario Nowogrodzki

Mario Nowogrodzki is an information systems consultant and instructor and the founder and principal of Mendelson Consulting, which specializes in QuickBooks and information technology consulting services. He is a frequent author and instructor of QuickBooks and technology topics and a contributing author and

speaker for Intuit, The Sleeter Group, and The Woodard Group. A leading figure on the national QuickBooks scene, Mario was a charter member of the Intuit Reseller Partner program and was selected to serve on the Intuit Solution Provider Advisory Council for three consecutive terms (longest ever tenure).Mario is a Certified Public Accountant since 1992 and received the Certified Information Technology Professional (CITP) designation from the American Institute of CPAs. As an Advanced Certified QuickBooks ProAdvisor, Mario’s firm was recognized as ‘Killer VAR’ and ‘VAR Stars’, prestigious distinctions awarded by “Accounting Technology” magazine and “Bob Scott’s Insights” acknowledging commitment and character as a value-added-reseller. He was also selected as a ‘Technology Pacesetter’ by “Accounting Today” magazine recognizing reputation among peers and participation on advisory boards and speaker panels at industry events, and is a three-time recipient of the ‘Top Technologist’ award by the Sleeter National Consultants Network. Most recently, Mario was named to the “Insightful Accountant” ‘Top 10ProAdvisor’ list, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks, and was named Top Integrations ProAdvisor out of a field of over 130,000 ProAdvisors worldwide.

In addition to working with QuickBooks users and advisors, Mario provides consulting services to accounting firms and other businesses – helping enable success through technology. You may reach Mario at ‘mario@mendelsonconsulting.com’.

 

 
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Fred Parish

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

businesses make smart and timely decisions, and author of The Profit Mentality. 

 

 
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Steve Pipe FCA

Once named as the world’s most highly rated accountant, Steve is a best-selling author, dynamic speaker and former UK Entrepreneur of The Year. As a co-founder of Speakers for Good he is a passionate advocate of the Business for Good movement, where his goal is to

help provide 100 million days of help to people in need across the world (with the total amount provided so far standing at 17 million days).

His books for accountants include “The World’s Most Inspiring Accountants”, which has been described by other practice development gurus a “masterpiece”, “ground-breaking” and “desperately needed”, and “The UK’s best accountancy practices”, which ICAEW President Mark Spofforth describes on the dust jacket as “brilliant”.

And his other books include “101 ways to make more profits”, “Stress proof your business and your life”, “How to build a better business and make more money”, and the “Better business, Better life, Better world” trilogy.

In 2012 Steve was named “The world’s most highly rated accountant and advisor to accountants” in recognition of the fact that he has more recommendations (now over 500) on LinkedIn than any other adviser or accountant.

In 2015 he was shortlisted by AccountingWeb for the first ever “Outstanding Contribution to Accounting” award in the UK.

In 2017 he created the free “Get and Give A Million” system to help accountants get better results for their clients, themselves and the world.

From 2018 he has been giving away all of his time and intellectual property for free in order to help make the world a better place.

And in 2020 he has teamed up with the legendary Paul Dunn to distil the key things they have learned across a lifetime in business into their most important book yet, “Time to Rise”. Revealing how any business can become a powerful force for good, quickly and easily, “Time to Rise” will be given away free of charge to every business in the world.

Outside of work Steve has been married (to an accountant) for 35 years, has three adult children and lives in Yorkshire. His hobbies include playing tennis badly, and playing blues guitar terribly.

 
 

 
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Margo Pokopac

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

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

 

 
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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.

 

 
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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.

 

 

 
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CAREN SCHWARTZ

Caren Schwartz founded Time & Cents Consultants, LLC to help legal and other service professionals select, install and get the most out of their practice management, billing, accounting, and other firm specific technologies. She works to allow companies to better manage their time, money and information through the practical and efficient use of their software. She is an expert in billing, legal accounting and practice management systems and does extensive work integrating

solutions with QuickBooks. Caren extends her reach as a member of 35*45 Consulting – Global, a national firm providing comprehensive information technology services.

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

 

 
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Nevin Sendel

Mr. Sendel is a dynamic strategic leader with 35+ years experience in Finance, Operations, Compliance, Accounting, System Integration, Marketing and Sales.  He possesses a rare combination of expertise as a professional Accountant and innovator of creative solutions.  Nevin has served as Vice President, Compliance Officer and member of many executive committees for private, public, non-profit, and

family –owned businesses. His industry experience spans Consumer Packaged Goods, Financial Services, Electronics, Apparel, Real Estate and Pharmaceuticals. 

 

  • B.O.M.A. Building of the Year Recipient (Triangle Project Inc.) 
  • 2019-20 Scaling New Heights Instructor 
  • 2016 Intuit’s Firm of the Future – Runner-Up (Canada) 
  • 2014 – Present – Speaker for CPA Financial Literacy Program 
  • 2011 CMA Creative Leadership Awards Nominee 
 

 
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ROB SMITH

Rob is the owner of OneNoteForAll.com. After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed OneNoteForAll.com to provide a platform to help teach other professionals the power of OneNote. Prior, he was a partner at the accounting firm of Gordon, Stockman & Waugh in Peoria, IL. He has taught at numerous industry conventions, state CPA conventions, SCORE, and Small Business Development Center seminars. He has

taught a college level QuickBooks class at Illinois Central College. He also earned the Elijah Watt Sells Award with High Distinction upon passing the CPA examination.

 

 
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Mike Storey

With Worthwhile since 2018, Mr. Storey is a career IT professional with a over 30 years experience in software engineering and IT operations. He has architected solutions in a variety of industries, including Financial Services (Credit, Banking, Insurance, Commodity Exchange and Investment Banking), State Government (Transportation, Health and

Human Services, and Fire Safety), Public Utilities and Telecommunications. He has held various positions throughout his career, including network engineering, application design and development in a wide variety of languages, solution design work for SOA infrastructures and microservice applications, and IT Service Management and Operations with a focus on Monitoring and Incident Management. 

 

Experience: Mike started his career as a programmer in the Insurance industry in Dallas ,TX after attending Devry Institute. After working on a number of projects he began a consulting career that allowed him to serve user communities in both NC and KY State Government. In 2000 he began working as a SOA Architect and J2EE performance evangelist for Candle Corporation which was subsequently purchased by IBM. While at IBM Mike was focused on helping fortune 100 companies implement IT Operations practices that improved system availability and management. In recent years Mike was part of a team at IBM that was working to identify key aspects of born in the cloud technologies that bring with them the agility, scalability and performance of emerging companies like Google, Facebook, Amazon and Uber.

 

 
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Michael Streb

Mike has been in the Accounting Industry going on 15 years and has seen it from just about every angle. From working at a CPA firm, to owning a few successful small businesses, to

providing bookkeeping, tax, and payroll services to other small business owners, to individual and corporate income tax preparation, to building accounting and payroll software, to working with other accountants to improve their processes and increase profitability with software solutions that address their specific needs, Mike has seen just about everything in the world of SMB accounting. Mike has been with Patriot for 5 years and enjoys helping our accounting partners solve problems and grow their practice.
 

 
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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, andeducation, 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.

 

 

 
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VANESSA Vasquez

Founder of QuickBooksEnEspanol.com Vanessa has educated the Latin community for over 10 years in QuickBooks and how to utilize this accounting tool to work less and gain better results. Vanessa is a Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online, a MBA Alumni, and has written and published the first and only training manual in Spanish for QuickBooks Online.

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

 

 
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VERONICA WASEK

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

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

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

 

 
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Mark Wickersham

Founder, Mark Wickersham Training International Ltd Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author - is known as the most sought-after profit improvement expert in the accounting community. Mark is also a widely published author on practice issues. In May 2011 his book, “Effective Pricing for Accountants”, was a

number 1 Amazon bestseller. Mark has over 100 recommendations from accountants on LinkedIn: CONNECT with him on LinkedIn to get access to free resources he has created for accountants in practice.

 

 
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Keith Washington

Keith Washington is the VP of Products for CPA Site Solutions and has over 30 years of software product management and development experience. Keith has a degree in Accounting from the University of Maryland and has

led product transformations at many successful companies. Keith started in Product Management at Intuit’s TurboTax division where he led a transition to web-based tax software. Later, he became the VP of Product Management at a leading Financial Planning software company and most recently worked at Active Networks, the largest SaaS event management company in the world.  He has a passion for building solutions that help professionals acquire, retain, and engage their clients.