2024 Speakers

Industry leaders and innovators shared insights, stories, and strategies to help accounting professionals thrive.

Keynote speakers

Leslie Odom, Jr.

Tony & Grammy Award-winning artist

Sasan Goodarzi

Chief Executive Officer, Intuit

Priya Parker

Facilitator, strategic advisor, and author

Mark Mathews

International speaker and big wave surfer

Marianna Tessel

EVP and GM, Global Business Solutions Group, Intuit

Greg Johnson

EVP and Chief Commercial Officer, Global Business Solutions Group, Intuit

Dave Talach

SVP, Product
QuickBooks Platform, Intuit

Laurent Sellier

SVP, Product
Global Business Solutions Group Mid-Market, Intuit

Christine De Martini

VP, Marketing Mid-Market, Global Business Solutions Group, Intuit

Erica Terry Derryck

VP, Communications, Global Business Solutions Group, Intuit

Ted Callahan

Director, Accountants Segment, Global Business Solutions Group, Intuit

Breakout speakers

Nellie Akalp

CEO
CorpNet.com

Margo Amrein

CFO
CliftonLarsonAllen, LLP

Tosha Anderson

Managing Partner
The Charity CFO, LLC

Nathan Anderson

IT Manager
Nimbl

Jaclyn Anku

ProAdvisor Training and Certification Leader
Intuit

Lynda Artesani

Firm Owner
The Proper Trust

Patrick Ball

Director, Technology Advisory Operations
Aprio

Gregg S. Bossen

President
QuickBooks Made Easy for Nonprofits

Dawn Brolin

The Designated Motivator
Powerful Accounting Inc

Brittany Brown

Founder and CEO
Ledger Gurus

Stephen Brown

COO
LedgerGurus

Carla Caldwell

Founder and CEO
Caldwell Consulting & Training

Nayo Carter-Gray

Founder and CEO
1st Step Accounting

Miguel Alexander Centeno

Managing Partner
Tax Hack

Kat Chennault

CFO
Connected Accounting, LLC

Nina Chmura

Partner
Withum

Korey Cournoyer

Co-founder and CEO
STRMS

Randy Crabtree

Ambassador
Tri-Merit

Diana Crawford

Partner
Crawford, Merritt & Company

Ben Curtis

President and Co-founder
Good Measure

Chad Davis

Partner
LiveCA & AutomationTown

Deb Defer

Director of CAS Consulting
Woodard

Rachel Dillon

Firm Administrator
Dillon Business Advisors

Marcus Dillon

President
Dillon Business Advisors

Jerilyn Dressler

Chief Growth Officer
Your Part-Time Controller, LLC

Alicia Eastvold

Department Leader, Client Technology Solutions
Your Part Time Controller

James Erving

Head of Sales, Americas
Fathom

Stacey Feldman

COO
Full Send Finance

Ashley Francis

Owner
The Francis Group, PLLC

Sharrin Fuller

CEO
Glass Wallet Ventures, LLC

Robyn Gamboa

Group Manager of Accountant Sales
Intuit

Carlos Garcia

President
ExceedSales

Hector Garcia

CEO
RightTool

Lisa Gilreath

COO
Acuity

Paul Glantz

Director of Tax
Walker Glantz PLLC

Marie Greene

Founder and CEO
Connected Accounting

Jody Grunden

Partner
Summit Virtual CFO by Anders

Bradley Gustafson

Head of Accounting Channel
Ramp

Samantha Hallburn

CEO
Simplified Accounting Management, Inc.

Fady Hawatmeh

Founder and CEO
Clockwork

Joshua Hilgers

VP, National Account Sales
Allstate Health Solutions

Keila Hill-Trawick

Founder and Owner
Little Fish Accounting

Allison Holland

Director of OD and Culture
Leaderful Action

Amy Horner

Founder and Principal Consultant
True Nine

Randy Hughes

CPA, Public Speaker
Counting Pennies, LLC

Erin Hutton

Partner Solutions Engineer
Intuit

Paul Jackson

Founder and CEO
Method

Itamar Jobani

Founder and CEO
PayEm

Al-Nesha Jones

Firm Founder and CPA
ASE Group

Dana Jones

CAS Senior Manager
Marcum LLP

Kristen Keats

CPA
Sherwood Tax and Accounting

Alex Keselman

Solutions Engineer
ApprovalMax

Alek Koenig

Founder and CEO
Settle Inc.

Kenji Kuramoto

Founder and CEO
Acuity

Devin Laughlin

Advisory Manager
Beaird Harris

Ryan Lazanis

CEO
Future Firm

Chris Lazzuri

Founder and Owner
CML Consulting

JJ Littrell

Co-founder and COO
Tuatara

Dan Luthi

Partner
Ignite Spot Accounting

Michael Ly

CEO
Reconciled

Chris Macksey

CEO
Prix Fixe Accounting

Shane Mason

Founder
Brooklyn Fi

Matthew May

President
Acuity

Amy McCarty

Director of Operations
Dillon Business Advisors

Nancy McClelland

CPA, Firm Owner, and Educator
The Dancing Accountant

Jessica McCracken

Strategy & Partnership Leader
Intuit

Nicole Meloni

Chief Operations Officer
Connected Accounting LLC

Brad Messner

Vice President and EA
Messner & Fox, LLC

Alex Miles

Marketing & Brand Consultant
Alex Miles Marketing

Elliott Morin

Founder and Creative Director
3Motion Creative

Becky Munson

Partner, Practice Leader
EisnerAmper

Zunie Nguyen

Founder and CEO
Yogi CPA

Kristen Nies Ciraldo

Founder / Principal Advisor
Math for Food

Blake Oliver

Founder and CEO
Earmark

Dave Olsen

Founder and CEO
Nimbl

Jacob Osborne

Advisor
Reconciled

Tiffini Parker

Tax Manager
Brooklyn Fi

Kellie Parks

Founder
Calmwaters Cloud Accounting

Sabrina Parris

President
Honeycomb State Tax Strategies

Helina Patience

CPA, CMA, CEO at Entreflow & Head of Accounting at ApprovalMax
Entreflow Consulting Group

Michael Payne

Founder
BOSS Advisors

Guy Pearson

Co-founder and CEO
Ignition

Cheryl Perez

CEO
Cheryl C Perez Brands

Laura Pillsbury

Owner and CEO
Humnly, HR On- Demand Consulting

Kane Polakoff

Principal
Cohnreznick

Pete Potsos

Senior Director of Accounting Partnerships
Settle

Sarah Prevost

Co-founder
The Proper Trust

Tony Proctor

Firm Principal and Founder
Proctor & Assocs.

Jennifer Ridgely

Principal
CohnReznick

Erin Roche

Tax Partner
BPM

Michelle Röse

Founder and COO/CFO
Breakaway Advising

Jessica Schatko

Senior Consultant and Project Manager
CohnReznick

Jacob Schroeder

CEO
Ascend LLC

Sarah Sieman

CAS Technology Transformation Leader
Marcum LLP

Matt Skinner

Advisory Partner
Beaird Harris

Lindsay Stevenson

Chief Transformation Officer
BPM, LLP

Stephanie Stewart

Senior Human Resources Partner
Humnly

Melissa Stout

VP Client Services
Milestone Business Solutions Inc.

Monique Swansen

Founder and CEO
Automated Accounting Services

Megan Tarnow

Consultant
DaisyBee Consulting

Questian Telka

Principal
ReQoncile Financials

Luke Templin

CEO
FinDaily.io, CAS Cache & a2 advisers

Stephanie Thomas

Owner
The Sales Tax Sisters

Mary Thomas

Principal
The Sales Tax Sisters

Helena Tosh

Customer Education Designer
Intuit

Terrell Turner

Founder and CEO
TLTurner Group

Vanessa Vasquez

Business Advisor and Strategist
Expert Accounting Consultants

Mary Vaughan

Advisor
Prix Fixe Accounting

Roman Villard

Founder
Full Send

Erin Vukelich

Director of Accounting
Prix Fixe Accounting

Amy Walker

Partner, Director of CAS
Walker Glantz PLLC

Bob Wang

Founder and CFO
Tee Up Advisors

Alanna Weibert

Director of CAS
JCCS

Chris Williams

CEO
System Six

Jeff Wilson

Principal and Founder
The W2 Group, LLC

Timothy Wingate

Construction Accountant
G+F Business and Financial Consulting

Karine Woodman

President
24hr Bookkeeper