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Keynotes

Erik Asgeirsson

President & CEO | CPA.com

David Autor

Ford Professor of Economics and Associate Head of the MIT Department of Economics | Massachusetts Institute of Technology

George Blankenship

Former Tesla, Apple and GAP Inc. Executive

Tasha Eurich

Organizational Psychologist, Researcher, and Best-Selling Author | The Eurich Group

Pascal Finette

Co-founder | be radical Group

Barry Melancon

CPA, CGMA

President and CEO | AICPA

William Pirolli

Chair, AICPA and Vice-Chair, Association

All Speakers

Alan Anderson

CPA
Owner
Account-ability Plus

Inga Arendt

CPA
Partner
Wipfli, LLP

Rohit Arora

CEO and Co-Founder
Biz2Credit

Erik Asgeirsson

President & CEO
CPA.com

David Autor

Ford Professor of Economics and Associate Head of the MIT Department of Economics
Massachusetts Institute of Technology

George Blankenship

Former Tesla, Apple and GAP Inc. Executive

Jim Bourke

CPA, CITP, CFF, CGMA
Managing Director Advisory Services
WithumSmith+Brown

Amy Bridges

M.A. Education
Professional Development Manager
CPA.com

Michael Cerami

Vice President, Marketing & Business Development
CPA.com

Kevin Cumley

Senior Director, Accountants Program
Sage

Jennifer Elder

CSP, CPA
President, CEO/Owner
The Sustainable CFO

Tasha Eurich

Organizational Psychologist, Researcher, and Best-Selling Author
The Eurich Group

Pascal Finette

Co-founder
be radical Group

Jim French

Founder & CFO
Incubator Finance

Michelle Golden

CPF
Owner
Fore, LLC

Javier Goldin

CPA
Managing Partner
Goldin Group LLC

Robert Graham

CPA
Partner
Friedman, LLP

Kurt Gresens

CPA, CMA, CGMA
Managing Partner
Wipfli LLP

Angie Grissom

The Rainmaker Companies
Owner, Chief Relationship Officer

Charles Groome

VP of Marketing
Biz2Credit

Adam Hale

CPA
Partner, COO
Summit CPA Group

Justin Hayes

CPA, CGMA
Director
Katz, Sapper & Miller

Joe Holman

CPA, SASB FSA Credential Holder
ESG Practice Leader
Withum Smith+Brown, PC

Tom Hood

CPA, CITP, CGMA
EVP of Business Engagement & Growth
Association of International Certified Professional Accountants and Business Learning Institute

Kacee Johnson

MBA
Senior Director, Strategy & Innovation
CPA.com

Tricia Katebini

CPA, MBA
Senior Manager
GRF CPAs & Advisors

Tony Khait

CEO & President
Eco-Tax Inc

Mark Koziel

CPA, CGMA
President and CEO
Allinial Global

Karen Larsen

CPA
Partner
Baker Tilly US, LLP

Elinor Litwack

CPA
Partner, Outsourced Accounting and Advisory Services
GRF CPAs & Advisors

Gabrielle Luoma

CPA, CGMA
CEO & Co-Founder
MOD Ventures

Samantha Mansfield

Founder
Samantha Mansfield, LLC

Peter Margaritis

CPA, CSP
CEO
The Accidental Accountant

Lesley Mast

Firm Project Manager
Rea & Associates, Inc

Robert Materazzi

CEO
Lukka

Dixie McCurley

Principal, Digital Advisory, Client Accounting Services Leader
Cherry Bekaert LLP

Barry Melancon

CPA, CGMA
President and CEO
AICPA

Kalil Merhib

VP, Sales & Client Services
CPA.com

David Miller

Partner
Armanino LLP

Renee Moelders

Partner
ConvergenceCoaching, LLC

Andrea Parness

CPA, CTC
Owner
A. Parness Company CPA

William Pirolli

Chair, AICPA and Vice-Chair, Association

Ron Quaranta

Founder and Chairman
Wall Street Blockchain Alliance

Phil Quimby

Product Marketing Manager - CAS
CPA.com

Todd Robinson

Head of Strategic Accounts
Vic.ai

Lisa Simpson

CPA, CGMA
VP - Firm Services
AICPA

Jagruti Solanki

CPA, CGMA, MBA
CFO
Bitpay

Lindsay Stevenson

CPA, CGMA
Chief Transformation Officer
BPM LLP

Robin Thieme

CPA, CITP, CGMA
Founder, CEO & CAO (Chief Anticipation Officer)
KBS CFO, LLC

Christine Triantos

Principal, Business Services & Outsourcing
BDO

Mike Triantos

Head of Partnerships
Jirav

Ricardo Trujillo

CPA, CITP, CISA
Partner
GRF CPAs and Advisors

Jotham Ty

Founder and CEO
Gappify

Steven Ursillo

CPA, CISA, CISSP, CCSFP
Partner | National Leader Information Assurance and Cybersecurity
Cherry Bekaert LLP

Amy Vetter

CPA, CITP, CGMA
CEO
The B3 Method Institute (QuickStart Training)

Charles Weinstein

CPA, CGMA
CEO
Eisner Advisory Group LLC

Matthew West

Senior Enterprise Account Executive
CPA.com

Jennifer Wilson

Co-founder and Partner
ConvergenceCoaching, LLC

Diane Yetter

CPA
President and Founder
Sales Tax Institute & Yetter Tax

Jimmy Young

CPA, CFE, MBA
Manager - Audit Data Analytics
AICPA