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Conference Speakers

Terry Hicks

Terry Hicks

Terry Hicks is responsible for growing the worldwide QuickBooks Online customer base and increasing lifetime value by delighting small business and accounting customers with offerings from Intuit and introducing solutions from developer partners. In his fourteen years with Intuit, Terry has held general management and product leadership roles in the Global Business Division and Small Business Group spanning the portfolio of offerings and platforms. Terry led the creation and growth of numerous business and offerings including online payroll and payments.


Randy Johnston

Randy Johnston

Randy Johnston, MCS has been a top rated speaker in the technology industry for over 30 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2014. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2013 Accounting Today Top 100 Most Influential People in Accounting award for the tenth consecutive year. Among his many other awards he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. In 2010, NMGI announced their national support of CPA firms. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains. His experience as a college instructor, management and technology consultant, and advisor to the industry will be obvious to you in today’s presentation.


Gene Marks

Gene Marks

Gene Marks is a columnist, author, and small business owner. Gene writes daily for The New York Times and weekly for Forbes, The Huffington Post, Inc Magazine, Entrepreneur.com, FOX Business, and Philadelphia Magazine. Gene has written 5 books on business management, specifically geared towards small and medium sized companies. His most recent is The Manufacturer’s Book of Lists (Create Space, 2013). Nationally, Gene appears on MSNBC, FOX News, FOX Business, Bloomberg, and CNBC discussing matters affecting the business community. 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 so they can make profitable decisions. 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.


Jim McGinnis

Jim McGinnis

Jim McGinnis is the leader of Intuit’s Accountant and Advisor Group. Jim has led accountant teams since he joined Intuit in 2010 as Vice President of Marketing. His extensive marketing, general management and global experience will be invaluable as the Accountant and Advisor Group continues to serve as a center of excellence for Intuit’s worldwide efforts with accountants. Before Intuit, Jim was EVP and GM of Activision’s $400M Licensed Products Division, where he was responsible for video games associated with blockbuster movies franchises such as Shrek, Transformers, James Bond, and Spiderman. Prior to his time there, Jim led marketing for PepsiCo’s Tropicana business, where he was responsible for the company’s $3B juice and juice drink portfolio, including the acquisition of Naked Juice in 2009. Earlier in his time at PepsiCo, Jim led marketing for Smiths Snackfood in Australia. Before that, Jim introduced P&G’s detergent portfolio into China and later into Argentina as they expanded globally in the 90’s. Jim received his B.A. from Duke University and his MBA from the Kellogg Graduate School of Management. He is a member of the Economic Club of Chicago, the Chicago Yacht Club, and leads the Duke Alumni Association in Dallas, TX. Jim is married and has two young sons, James and Charlie.


Himanshu Palsule

Himanshu Palsule

Himanshu Palsule, Chief Technology Officer and Head of Product Strategy for Sage North America, is responsible for directing strategy and product development across the full range of Sage products for the North American market. In prior roles at Sage, Mr. Palsule has been the General Manager of Sage North America's ERP and CRM products. His passion is around finding ways to simplify and streamline solutions using Cloud and mobile technologies. Mr. Palsule has more than 25 years of experience in the accounting and financial industries and is a regular speaker at several industry events. He holds a degree in Computer Science from India and a degree in Software Engineering from Minnesota.


Rick Richardson

Rick Richardson

Rick Richardson is managing partner of Richardson Media & Technologies LLC, a multi-media and strategic technology consulting company. Prior to forming his current company, he had a 28-year career in technology with Ernst & Young, the last twelve years of which he served as National Director of Technology. Rick has been named to the “Technology 100” – the annual honors list of the 100 key achievers in technology in America and honored by the American Institute of CPAs with two lifetime achievement awards for his contributions to the profession in the field of technology. He has been named as one of the “Top 100 Influential People in Accounting” by Accounting Today magazine. In 2012, he was inducted into the Accounting Hall of Fame by CPA Practice Advisor magazine. He is a sought after speaker around the world, providing his annual forecast of future technology trends to thousands of business executives, professionals, community leaders, educators and students.


Leslie Shiner

Leslie Shiner

Leslie Shiner, author, speaker, and trainer, has more than twenty five years’ experience working as a financial and management consultant with a focus on the construction industry. As the owner of The ShinerGroup, she has helped both small and large businesses better understand their business practices and maximize their profits. Ms. Shiner is the author of A Simple Guide to Turning a Profit as a Contractor. Ms. Shiner is an engaging speaker with a long history of rave reviews. She continues to receive high praise for her ability to make finances interesting, understandable, and even entertaining. She was recently inducted as a CEDIA Fellow and named a CPA Practice Advisor 2014 Top 25 Thought Leader.

 


Doug Sleeter

Doug Sleeter

Doug Sleeter (@DougSleeter) is a passionate leader of innovation and change in the small business accounting technology world.  As a CPA firm veteran and former Apple Computer Evangelist, Doug has melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.

Doug is best known for his expertise in QuickBooks as well as driving the adoption of online accounting and small business process solutions. In the early 1990s, Doug was a pioneer in developing the first QuickBooks seminars in the country and has since built the largest group of accounting software consultants in the small business accounting profession. Doug serves on several advisory boards for technology companies and has consulted with numerous industry leaders including Intuit, Sage, Apple, and Adobe Systems.

Highly sought for his ability to engage and educate accounting professionals, Doug presents at various accounting events throughout the year including those held by the AICPA and numerous State CPA societies. Doug hosts Solutions14 – The Sleeter Group’s Accounting Solutions Conference and Tradeshow attended by hundreds of accounting professionals, industry leaders and technology developers.

Doug is the publisher of the QuickBooks and Beyond blog and writes a regular column in The CPA Practice Advisor. He is the author of numerous books and courseware materials including The QuickBooks Consultant’s Reference Guide, college textbooks such as QuickBooks Complete, QuickBooks Fundamentals, The QuickBooks Step-by-Step Teaching System, and Intuit's QuickBooks Fundamentals Learning Guide.

The CPA Practice Advisor has recognized Doug as one of the "Top 25 Thought Leaders" in the accounting profession for the past several years and he has been named to Accounting Today's "Top 100 Most Influential People in Accounting" each year 2008 through 2013.  He was recently awarded the 2013 Small Business Influence Champion award.

Doug attended both the University of California Santa Cruz and Santa Clara University and holds a Bachelor of Arts degree in Computer Information Systems. Doug's hobbies include travel, golf, racquetball, and reading. He resides in Pleasanton, CA with his wife and business partner, Sherrill Sleeter.


Susan Solovic

Susan Solovic

Susan Wilson Solovic is an award-winning serial entrepreneur, New York Times, Wall Street Journal, Amazon.com top 100 and USA Today bestselling author, media personality, sought-after keynote speaker, and attorney. An Internet pioneer, Solovic was the CEO and co-founder of SBTV.com -- small business television -- a company she grew from it’s infancy to a million dollar plus entity. In 2006, she accepted the Stevie Award (the Oscar’s of business) on behalf of SBTV for the Most Innovative Company under 100 employees; that same year the company was voted the Best Investment Opportunity at a Venture Forum in the Silicon Valley.

Solovic received the Institute for Women’s Entrepreneurship Leader of Distinction Award, and she was the first recipient of AT&T’s Innovator of the Year Award for being a pioneer in a new industry.

Formerly, Solovic was a small business contributor for ABC News and the host of the syndicated radio program, It’s Your Biz. She appears regularly as a small business expert on Fox Business, Fox News, The Wall Street Journal’s “Lunch Break”, MSNBC, CNN, CNBC and many other stations across the country. She hosted her own PBS special called Reinvent Yourself Now: Become Self-Reliant in an Unpredictable World. In addition to television and radio appearances, Solovic is a featured blogger on numerous sites, including Constant Contact, WSJ.com,, Huffington Post and FoxBusiness.com.

Solovic was recently named in the Top 10 of both SAP’s “Top 51 Potential Human Influencers” and Twitter’s “Top 100 Small Business Experts to Follow.” She has written four bestselling books which have been translated into multiple languages.

She is a member of the Advisory Boards for the John Cook School of Entrepreneurship at Saint Louis University as well as the Fishman School of Entrepreneurship at Columbia College. She served on the National Women’s Business Council, which counsels the President, Congress, and the SBA on issues affecting women business owners. She is a past member of the Women’s Leadership Board at Harvard University, and she has been an adjunct professor of entrepreneurship in the MBA program at Saint Louis University.

Solovic started her career as a news anchor and reporter. Her corporate career took her to the C-Suite level of a Fortune 100 company becoming the first female executive in the company’s financial services division. She obtained a law degree from Saint Louis University and is Of Counsel with the firm Junge & Melle, LLP in New York City.


Jamie Sutherland

Jamie Sutherland

Jamie Sutherland brings over a decade of small business and accounting experience and a seasoned perspective on the financial and technological challenges facing startups, small businesses and accounting professionals.

 

Three years ago, Jamie started the US operations for Xero — driving 200%+ growth while scaling the team to over 150 employees across 5 locations. At the same time, Jamie launched many of Xero’s tier 1 partnerships including Google, Square, H&R Block and ADP. Before joining Xero, Jamie ran the North American business unit of accounting software provider Sage, where he grew the business to 500,000 small business customers.

 

Starting and growing businesses is core to Jamie’s DNA. In fact, he co-founded a taxi-hailing application called TaxiNow that was subsequently sold to FastCab. Leveraging his entrepreneurial experience and passion for startups, he serves as the board director at the Small Business Web and regularly mentors startups through 500 Startups, the C100 and the McGill Mentorship Program.


Jennifer Warawa

Jennifer Warawa

Jennifer Warawa is Vice President and General Manager of Sage Accountant Solutions, leading the accountant business and strategy for Sage North America. Jennifer's passion is to partner with consultants, accountants and bookkeepers to provide products, services, tools, training and resources that make a difference in their business or firm, and support them in delivering an extraordinary experience to their clients. Prior to working with Sage, Jennifer owned her own business for 12 years providing accounting, bookkeeping, and consulting services, software training, and implementation as well as business/ financial planning and marketing. Jennifer made the Accounting Today Top 100 Most Influential People in Accounting in 2010, 2011, 2012 and 2013 and was also recognized on The CPA Practice Advisor’s Top 40 Under 40 list in 2010, 2011, 2012 and 2013.


Geni Whitehouse

Geni Whitehouse

Geni Whitehouse divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting. She believes everyone has something interesting to say and wants to help them say it. She is regular speaker at CPA and Technology conferences around the country and has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. But her favorite award was being listed as one of “10 Tweeters worth following” by an accounting publication.  She is a member of the TEDxNapaValley organizing committee and was the first speaker at their first event. 


Bruce Andersen

Bruce Andersen

Bruce Andersen, CPA, is the founder and principal of Bruce Andersen, CPA, and BTA Consulting & Training. He is a CPA (California), holds a Masters in Taxation from Golden Gate University, and is a Certified Tax Resolution Specialist. He has been a faculty member of the School of Business for the University of Phoenix for nine years. Bruce has been a Certified QuickBooks ProAdvisor for many years. He has represented business clients with QuickBooks audits and consulted to many tax professionals involving QuickBooks audits. Previous awards include being named to CPA Magazine’s Top Fifty Practitioners before the IRS, Source Media’s Top 100 Technology Pacesetters five times, and Bob Scott’s Killer VAR List. Bruce has a keen interest in the developments of IRS examination of Small Business and writes frequently about it.


Bob Babcock

Bob Babcock

Bob Babcock is the Vice President of SKYLINE Cloud Services, the cloud computing division of Uni-Data. The division turns small business technology needs into immediate, scalable, and secure cloud delivery solutions. 

 

Babcock’s career using technology to improve Small Businesses through subscription services began twenty three years ago at Madison Square Garden, where he led the Season Subscription Department’s integrated marketing programs; he built their first CRM, later adopted by Ticketmaster venues around the country.

 

Bob Babcock was instrumental in the development of Intuit’s first Authorized Commercial Hosting Program, which led Uni-Data to become its first member. As a result, Intuit’s QuickBooks desktop software and a wide variety of third party add-on solutions are used every day by thousands of Small Businesses around the country via SKYLINE’s cloud platform – from sole proprietors to large franchises like Subway and Sunoco.

 

In order to further delve into the world of Small Business, Babcock has taken on the role as Publisher of the new go-to resource for everything Small Business, SmallBusinessLeadership.com.

 


Ron Baker

Ron Baker

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a radio talk-show host on the VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy. He is the author of six best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; Mind Over Matter; and Implementing Value Pricing: A Radical Business Model for Professional Firms. Ron has toured the world, spreading his value-pricing message to over 110,000 professionals; named on Accounting Today’s 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2011, 2012, and 2013 Top 100 Most Influential People in the profession; voted number six and nine of the Top ten Most Influential People in the profession in 2012 and 2013; selected as one of LinkedIn’s 150 Influencers; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation. He graduated in 1984, from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He resides in Petaluma, California.


David Barrett

David Barrett

David Barrett is the founder of Expensify, former lead engineer of Red Swoosh (acquired by Akamai, from which he was dramatically fired), and all around alpha geek. He started programming when he was 6 and it has been his primary activity ever since, with a brief hiatus for world travel, technical writing, and project management. 

David hated expense reports so much he decided to do something about it, and created the first expense report that "doesn't suck." That initial spark grew into Expensify, a complete online expense management service that does everything from import expenses and receipts from credit cards and mobile phones, to process expense reports online, and reimburse electronically with direct deposit, PayPal or even Bitcoin.

David loves third world travel and first class wine. He is married to an opera singer, and has without question the cutest beagle known to man.

Sessions


Carla Caldwell

Carla Caldwell

Carla Caldwell looks after US training for accounting professionals at Xero. She has been training accounting professionals and small business owners for over 10 years on multiple small business and mid-market accounting packages including Sage. As a former business owner and consultant, Carla brings real-world experience (and a little humor) to her training classes.


Amy Cooper

Amy Cooper

Amy Cooper, CPA, CFE, MPAcc is a full-time accounting instructor at the University of Alaska Fairbanks and the faculty advisor for the student accounting organization, Great Alaskan Accounting People (GAAP), and for the IRS VITA program.   As the advisor for these groups, she advises and mentors students as they progress through their accounting degrees, growing from young students to emerging professionals.  Amy worked for nine years in public accounting, including at Arthur Andersen in Seattle, WA and two local firms in Fairbanks and Anchorage, Alaska.  While working in public accounting, Amy taught Principles of Accounting classes at the University of Alaska Anchorage and Wayland Baptist University.  She continues to keep her hand on the pulse of public accounting by providing contract services, including tax research and preparation for CPA firms.  Amy is the immediate past president of the Alaska Society of CPAs and the current chair of the AKCPA’s Leadership Committee.  She is a graduate of the AICPA 2012 Leadership Academy.  Amy is on the planning committee for the AICPA E.D.G.E. Conference and serves on the AICPA Student Recruitment Committee.  Amy has been recognized for Accounting Professor of the Year-Teaching for 2010-2011, 2011-2012, and 2013-2014.  She was recognized as Accounting Professor of the Year-Service for 2009-2010 and 2012-1013.  She served four years as treasurer and 2 years as secretary for a local not-for-profit, The Breast Cancer Detection Center.  


Seth David

Seth David

Seth David is owner of Nerd Enterprises, Inc., a successful business consulting and training company specializing in online software consulting and training. Seth makes extensive use of social networking tools, and Web videos to maximize the impact of his training. His unique style and personal touch has helped him develop a worldwide audience in excess of 10,000 people consisting of small business owners, consultants and technology enthusiasts. Seth graduated from Pace University in 1996 with a bachelor's degree in Accounting.

Most recently Seth has launched schoolofbookkeeping.com in partnership with two other "SOB's" to help take the learning experience he offers to a whole new level.


Laura Dorsey-Shaner

Laura Dorsey-Shaner

Laura Dorsey-Shaner, with 20+ years of experience at the Maryland Association of CPAs (MACPA), Laura is currently putting her extensive knowledge of the accounting profession to work as a Customized Learning Consultant / Firm Specialist and Certified i2a Facilitator for the Business Learning Institute (BLI) – the training affiliate of MACPA. BLI’s mission is to deliver competency-based courses, content and community that enhance learning and foster organizational and executive leadership. As a Customized Learning Consultant, Laura focuses on the needs of accounting firms, as she assists learning directors and teams in designing effective, comprehensive, relevant and timely curriculum plans that combine a variety of learning essentials, including CPE compliance, executive leadership, management, performance skills development (soft skills) and technology. Laura earned her BS degree in communication and speech from Towson University. She has significant experience in the profession, and has worked in various roles during her tenure with MACPA/BLI, including Member Relations Manager of MACPA’s Member Service Center and as the Resource Liaison to its Maryland chapter groups, working with volunteers across the state. In addition, Laura was one of the founders of the MACPA’s New / Young Professional Network (NYPN).


Liz Fleming

Liz Fleming

Liz Fleming is owner of Books By Liz and is a Sleeter Group Certified QuickBooks Consultant. She enjoys several kinds of yoga and finds "gentle" is best for stress relief, flexibility and focus during "tax season"! She is 200hr certified by White Lotus Yoga in Santa Barbara, CA and also enjoys Kripalu Yoga in Lennox, MA. Liz says: "there are too many benefits of yoga to list them all!"

Sessions


Donna Gandt

Donna Gandt

Donna Gandt, MBA, is Director of Partner Management at Unanet, a professional services automation system that integrates to accounting and ERP systems including Quick Books, Sage, Microsoft Dynamics, Deltek, Oracle and many others.  She currently helps Unanet Partners across the US grow their businesses through a combination of partner referral, certified consulting and reseller programs.  

Donna brings over two decades of real-world experience building and managing matrix-based teams and presents regularly to evangelize the freedom and power that results when your systems work for you rather than the other way around.  When not advising customers or partners, Donna enjoys the outdoor beauty and adventure of New England.


Hector Garcia

Hector Garcia

Hector Garcia is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, FL for his own firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies such as: Best Buy, Circuit City, Bank of America, and Wells Fargo.  Hector’s passion is in Training; and it comes from his successful career in which he applied his personal philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks, Excel, and Tax Preparation Courses in his Davie,FL training center almost every weekend. Hector is married with 2 children, lives in Weston, FL. Hector is Fluent in Spanish and English.  

His Education includes: Masters of Science in Taxation, Masters of Science in Finance, and an Undergraduate Degree in Accounting. Some of his certifications & accolades include: Certified Public Accountant in FL, Registered Tax Return Preparer (RTRP), Enrolled Agent, Certified Advanced QuickBooks ProAdvisor, Member of Intuit Trainer/Writer Network, Intuit Premier Reseller, Member of Intuit Education Network (for Proseries Tax Software & QuickBooks Financial Licenses for the Classroom), Approved IRS CE Provider (For RTRP & EA’s) in 2011, Approved NASBA CPE Provider (for CPA’s) in 2011.

Hector enjoys spending time with the family, playing golf, cooking/eating, and bragging about his Guacamole Recipe.


Thomas Gawne

Thomas Gawne

Thomas R. Gawne, CPA, is Director of Professional Service for CPA2Biz. A CPA since 1990, Thomas has a balance of experience from practical firm knowledge to technology expertise. He worked in public accounting firms for the first 14 years of his career and then moved on to serve in a number of professional capacities, including Senior Consultant for Thomson Reuters, before coming to serve as Director for CPA2Biz in July of 2012. He has spoken with hundreds of firms across the country on topics ranging from very technical to consultative change-management topics. Thomas thoroughly enjoys advancing and leading the Profession to higher levels of engagement with its clients and to better managing the proliferation of increasing levels of client complexity. Coupled with the advent of today’s innovative cloud technologies, Thomas believes we are at a pivotal moment as a Profession.


Michael  Giardina

Michael Giardina

Michael Giardina serves as CEO of Office Tools Professional, which provides Practice Management software, conferences and the My Office Today web and print resources. He is the Chief Designer and Architect of their Practice Management software, currently in its 13th 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. Having personally worked with over 400 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.


David Glantz

David Glantz

David Glantz received a B.S. in Computer Science, so long ago that it was the first semester it had its own designation and not just a concentration within Mathematics.  Prior to co-founding Business Cents 10 years ago, David enjoyed a successful 20+ year career as consultant and professional services executive for accounting and technology software firms.  Following the dot-com roller coaster, David decided to leave the creature comforts of the corporate world and carry his passion of helping companies solve business problems to his own platform.
 
Business Cents is an award winning Intuit Reseller with all the certifications QuickBooks offers.  David and team focus on implementation, business process design, integration, and on-going operations of business systems – accounting, retail/POS, eCommerce, CRM.
 
Residing in the glorious San Francisco Bay Area, when David is not solving client problems, he enjoys his wife, four adult children and two beautiful granddaughters.


Kristin Koh Goldstein

Kristin Koh Goldstein

Kristen Koh Goldstein is the CEO of Scalus and Chairman of BackOps.  She founded BackOps in 2010 to enable skilled moms to work from home while their children are at school.  In 2013, Kristen received venture backing from several investors including Sherpa Ventures, Google Ventures, and HVF Labs to develop Scalus, software to manage a remote distributed workforce.

Prior to Scalus and BackOps, Kristen was an investment analyst for Goldman Sachs and Credit Suisse covering the software industry. She was also Director Finance at Epinions, Inc., where she developed a deep expertise in financial operations. Kristen was motivated to start BackOps not only to create flexible work schedules for moms, but also to provide affordable back office services to SMBs.


Dan Hood

Dan Hood

Daniel Hood is editor-in-chief of Accounting Today and Tax Pro Today; he joined Accouting Today as managing editor in 1998. A graduate of Georgetown University, he has also served as a business editor for the New York Daily News, and as a production editor for The Wall Street Journal Europe. He is the author of five novels and a guidebook to New York City.

 


Robert Johnson

Robert Johnson

Rob Johnson has 25 years’ experience in the accounting and technology industries. Prior to becoming Avalara’s chief evangelist, he most recently led the Avalara ERP sales and channel development teams. Previously, he served in executive sales, channel development, and marketing leadership positions at Sage and Timberline Software. Rob is author of numerous published works, including the critically acclaimed book, Kick Your Own Ass: The Will, Skill & Drill of Selling More Than You Ever Thought Possible.


Leslie Jorgensen

Leslie Jorgensen

Leslie Jorgensen has been providing operational support to small businesses since 1997, including development and implementation of support infrastructure for several start-up organizations. Her background includes accounting, financial reporting, payroll, benefits administration and office management. An entrepreneur herself, Leslie has an in-depth understanding of the unique challenges faced by small businesses and start-ups. She holds an MBA from Boston University and a BA in English from the University of Massachusetts, Amherst.


Ami Kassar

Ami Kassar

Ami Kassar, CEO and Founder of MultiFunding, is a nationally renowned small business advocate and leader. He's committed to ensuring that small business owners have the best possible access to the capital they need to help grow and manage their businesses. Kassar has been featured in renowned publications including the New York Times, The Huffington Post, The Wall Street Journal, Entrepreneur, and Forbes. He writes regular blog posts for The Wall Street Journal and Inc., and he's appeared as a guest on Fox Business News. Ami is the 2013 recipient of the Small Business Influencer Award as well as the 2012 Small Business Advocate Award. Kassar has developed a national reputation for confronting and challenging the largest banks in America for their lending records to small businesses. He's assembled research reports that have become a critical component of the national debate about small business lending and from that he developed Banking Grades.


Stephen  King

Stephen King

Stephen King, CPA CGMA, is president and CEO of GrowthForce, a recognized industry leader in providing cloud-based bookkeeping and controller services for growing businesses.  

From manager of accounting system design at Ernst & Young, to CFO for Amnesty International USA, to serial entrepreneur and software developer, Stephen’s thirty-plus years of accounting knowledge, coupled with system and software design, led to his creation of GrowthForce. Stephen’s “Software With A Service” solution combines outsourced Controller and bookkeeping services with an application development company specializing in QuickBooks integration, and is backed by a dedicated team of bookkeepers, Controllers and degreed accountants providing actionable financial intelligence.

Regarded among the accounting industry’s top thought leaders by AICPA CPA2Biz, Stephen remains at the forefront of ongoing research, development and customization of software and technology integrations to improve operational efficiencies and deliver meaningful financial intelligence to a growing number of strategic CEOs and CPAs around the globe.


Courtney Kirschbaum

Courtney Kirschbaum

Courtney Kirschbaum is known for smart, insightful, informative content and an engaging, frank manner in her talks. She leaves audience members galvanized to take action and inspired to go for their most ambitious goals. As one of her audience member’s commented “She’s so compelling; you can’t not listen to her!” 

In 2013, Courtney was recognized by the eWomen Network as one of their top 5 speakers and was the closing speaker at TEDx Edmonton in 2014. 

Courtney's sessions are for ambitious professionals looking for clarity and smart, effective insights leading to a better, more rewarding career.


Ed Kless

Ed Kless

Ed Kless is the Senior Director of Partner Development and Strategy for Sage North America. He is a frequent contributor to industry publications, including the Journal of Accountancy and Harvard Business Review, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. A senior fellow at the VeraSage Institute, he lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 and Lieutenant Governor in 2014.


René  Lacerte

René Lacerte

René Lacerte founded Bill.com in August 2006, bringing with him more than 20 years experience in the finance, software and payments industries. As a fourth generation entrepreneur, René developed the concept for Bill.com based on personal experience growing up in multiple businesses as a kid and then co-founding his first company, PayCycle, in 1999. As the CEO of PayCycle, he recognized the need to improve the lives of business owners by simplifying the doing in business.  Bill.com simplifies, consolidates and automates all the critical data and transaction capability into a personalized cloud dashboard that works for all businesses.


Greg LaFollette

Greg LaFollette

Greg LaFollette, CPA, CITP, CGMA is Strategic Advisor at CPA2BIZ. He is responsible for the company's overall product roadmap and leads the development of the company's firm-based cloud solutions. Greg is one of the most recognized and respected voices on technology within the accounting profession. He has a broad background in the field, having spent time in private practice, as an executive with a top-tier technology vendor and as an editor of a leading publication keyed to accounting technology. He is also a sought-after speaker at trade shows and conferences. Prior to joining CPA2Biz, Greg was a consultant to public accounting firms and to technology vendors with a focus on the accounting profession. Additionally, he was the Executive Editor of TheTechGap - the country's first blog specifically created for the tax and accounting profession and for vendors who seek to serve that community, and Senior Manager of Tax and Technology Consulting with the Top 25 firm of Eide Bailly, LLP. Greg was inducted into the Accounting Technology Hall of Fame in 2011. Earlier in his career, Greg served as the Executive Editor of The CPA Practice Advisor (formerly The CPA Technology Advisor), VP of Product Strategy at ThomsonReuters Creative Solutions, and founding partner at LaFollette, Jansa, Brandt & Co., LLP in Sioux Falls, SD. He served on the AICPA's CITP Credential Committee (Chair), the National Accreditation Commission (ad hoc via the Credential CITP Committee), the Top Technologies Task Force, the TECH+ Planning Committee, and the Journal of Accountancy Technology Advisory Board. Greg completed his professional training at Augustana College (SD) and is a CPA, a CITP, a CGMA, and a member of the AICPA Information Technology Division. He is a graduate and former staff lecturer at the AICPA's National Tax Institute. Greg and his wife Kaye have one grown daughter and choose to live in their hometown of Sioux Falls, SD.


Greg Lam

Greg Lam

Greg Lam is a passionate small business guy who loves technology and automation. He holds a BBA from Simon Fraser University, Canada. He's a Certified QuickBooks ProAdvisor, Certified Xero Partner, and Kashoo MVP. His business interests are focused on online accounting and how it can be used to streamline and automate a company’s accounting processes. He currently lives in Tokyo, Japan.


Michelle Long

Michelle Long

Michelle L. Long, CPA, MBA is an international trainer, consultant and author.  She is the founder of Long for Success, LLC, and co-host of the Ultimate Accounting vCon. Her Linkedin group (Successful QuickBooks Consultants) has nearly 65,000 members. Michelle was named one of 10 Women who Inspire a Profession by Accounting Today, a Small Business Influencer Top 100 Champion and Community Choice Winner by Small Business Trends, and a Financial Services Champion of the Year by the Small Business Administration in recognition of her dedication to helping entrepreneurs and small business owners. Michelle’s blog was named 10 Accounting Blogs Worth Watching by Accounting Today (LongforSuccess.com/Blog). Michelle has created QuickBooks training seminars (videos/DVD) and a practice set available at LongforSuccess.com/Learn-QuickBooks. She is the author of Successful QuickBooks Consulting and How to Start a Home-Based Bookkeeping Business and numerous courses for Intuit Academy.

 


Misty Megia

Misty Megia

Misty Megia is Director of Strategic Programs at The Sleeter Group. Misty joined the TSG team in 2013. Misty brings over 18 years of experience in Marketing, Event Project Management, Corporate Brand Marketing and Channel Marketing mostly in the hardware and software industry. Also in her recent past she ran her own small retail business for 6 years.  Now marrying her love for small business needs and technology she creatively tackles project management for our Sleeter Group Consultants Network, Sleeter Solution Partners, Market Research Division,  Mr. Sleeter's Neighborhood, Awesome Application programs, and Sleeter MeetUps, etc.


Mario Nowogrodzki

Mario Nowogrodzki

Mario Nowogrodzki, CPA/CITP is a member of the Intuit Accounting Professionals Trainer/Writer Network and was named by Intuit to the list of “Most Prolific Trainers for 2013”. Selected as a charter member of the Intuit Reseller Partner program, he is the only individual selected to serve on every Intuit Solution Provider advisory council since inception. Mario is founder and principal of Mendelson Consulting. The firm has been recognized as a “Killer VAR” and “Technology Pacesetter” by Accounting Technology magazine and “VAR Stars” by Bob Scott’s Insights newsletter – prestigious distinctions acknowledging commitment and character as a value-added-reseller and for reputation among peers, participation on advisory boards and speaker panels at industry events. Mario is a 3-time winner of the Sleeter Group’s “Top Technologist’ award.


Clayton Oates

Clayton Oates

Clayton Oates is a Passionate - Software Consultant, Business Owner, Author, International Speaker, self-confessed Golf Tragic, Ex- Accountant and father of 5 – proudly based in the North Coast of New South Wales, Australia. He is the Chief Solutions Officer at QA Business (which he co-founded in the late 1990’s) which consults and educates in leading Business Software Solutions including QuickBooks, Attaché, MYOB, Reckon, Xero and Legrand CRM. Clayton was also recently awarded the Reckon Partner of the Year for Australia. He is a sought after industry speaker, with appearances including: - Ch7 My Business TV show as one of Kochies Business Builders - Over 100 Regional, State and National Roadshows - Keynote presenter for The National Business Roadshow (32 towns across Australia, attended by more than 5000 businesses, Bookkeepers and Accountants - Columnist for the Northern Rivers Business Magazine (www.nrbm.com.au) From humble beginnings Clayton has become a respected Thought Leader for Small Business, Accountants and Bookkeepers in the area of technology and business efficiency.


Sabrina Parsons

Sabrina Parsons

Sabrina Parsons has served as CEO of Palo Alto Software since 2007. She and her husband, Noah, founded a UK software distribution company in 2001 that was acquired by Palo Alto Software in 2002. She is a staunch supporter of entrepreneurs, and supports several entrepreneurial organizations. She is President of the Princeton Entrepreneurs Network. She additionally gets invited regularly to participate as a judge for other business plan competitions across the U.S., as well as to speak on business planning, leadership, and women in technology. Sabrina blogs at MommyCEO.org Forbes Women, and HuffPost, and has been interviewed by the New York Times, Al Jazerra America, and several other top media outlets. When Sabrina is not at work she can be found chasing her kids all over Oregon: biking, hiking, swimming, skiing, and anything outdoors that uses up a lot of little boys' energy. She is a graduate of Princeton University.


Gail Perry

Gail Perry

Gail Perry is a CPA and the editor-in-chief of CPA Practice Advisor magazine where she oversees the content for daily enewsletters, a monthly magazine, and ongoing website coverage of the accounting profession. An accomplished writer, she is the author of over 30 books (including The Complete Idiot's Guide to Doing Your Income Taxes, Mint.com For Dummies and, most recently, QuickBooks 2014 On Demand, co-authored with Michelle Long), and she is a former newspaper columnist for The Indianapolis Star.  Gail maintains a small tax practice and has served as an adjunct college accounting professor, a member of the training staff at the Indiana CPA Society, and a distance learning instructor for an online personal finance class. Gail is a graduate of Indiana University where she earned a bachelor's degree in journalism before returning to school to study accounting at Illinois State University. She is a Deloitte alum and the former publisher and editor-in-chief of AccountingWEB.


Bruce Phillips

Bruce Phillips

Bruce Phillips is a seasoned CPA and a passionate advocate for cloud technology. Having served as a CFO and COO of tech start-ups, he was an early adopter of cloud technology for accounting and other businesses. A well-known name in the SaaS industry, Bruce has been a key beta tester for several cloud technologies and was profiled as early as 2010 by Bill.com and SmartVault.  More recently he was featured by Xero, with whom he has a close relationship and is a Platinum Partner. 

Prior to co-founding his accounting firm, Harshman, Phillips & Company (HPC), Bruce spent seven years at Ernst & Young, including two years as Audit Manager. As he helped clients navigate the challenging tax and compliance environments in each role, he gained invaluable insight into best (and not-so-best) practices for conducting business and the myriad ways technology can enhance business efficiency.

“I really enjoy learning about the latest technologies and how I can use them to better my clients’, as well as my own, firm,” says Bruce. Not only were his clients and HPC reaping the benefits of his love of cloud technology, but so were his peers. “More and more colleagues were coming to me and asking for advice on how to change over to cloud-based services or help their clients make the switch. Since I always advocate to do what you love, it was a no-brainer to embrace this new endeavor and help others learn to take advantage of the available technology.”

Bruce is a graduate of The College of William and Mary where he earned his degree in Accounting. Originally from Providence, Rhode Island, he now calls Atlanta, Georgia home with his wife, Maggie. When he’s not assisting clients with their cloud technology needs or providing accounting advice, Bruce is a wine enthusiast, an active tennis player and enjoys traveling.


John Power

John Power

John Power is the CEO of BizTools – the leading provider of Business Intelligence & Multi-Dimensional Analytics solutions for people who work with QuickBooks. John completed a Bachelor of Engineering in 1984 at Monash University. After a successful career as a design engineer, receiving multiple awards for innovation he embarked on new direction within the IT industry and was engaged as a consultant with Cognos, regarded as one of the top 2 global vendors in Business Intelligence & Performance Management solutions. John has also undertaken marketing studies and completed the Microsoft solution selling sales training program.

• Sleeter Group – Awesome Application Award for Business Analytics (2014)
• Consulting Practice – Cognos & Microsoft Solution Provider VAR (2003-2010)
• Cognos Consultant – Mid Market – Trained 2000+ Users (2000 - 2003)
• Institution of Engineers Australia – Engineering Excellence Award (1994)
• Industrial Design Council of Australia – Australian Design Award (1986)
• Bachelor of Engineering (Mech.) - Monash University (1984)

Laura Pruitt

Laura Pruitt

Laura Pruitt has spent the past 13 years with ADP in a variety of sales and leadership roles that have ultimately positioned her to manage several sales teams in the Northern California market.  As an accomplished sales professional, she consults regularly with the small business community to help companies better manage their cash flow, talent, and risk.  Her sales team has focused on developing relationships with the Accountant Community to help them better serve their clients' payroll and HR needs.  Further, Laura has also spent time in a training role at ADP, which continues to rank among the Top Training Organizations nationally year over year. 

Laura earned her Bachelors of Science in Business and Economics at the University of Redlands.


Eric Pulaski

Eric Pulaski

Eric Pulaski founded SmartVault Corporation in November of 2007, and currently serves as the company’s Chief Executive Officer. As founder, Eric has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology (low cost) but is centered around integration with applications customers already use, such as QuickBooks® (simple). He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy. Prior to SmartVault, Eric founded and served as CEO and Chairman of BindView Corporation, a leading supplier of security management software solutions. Under his management, the company successfully evolved from a privately funded software development group through a successful IPO, and the ultimate sale of the company to Symantec Corporation in 2006.


MB  Raimondi

MB Raimondi

MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation is an Advanced QuickBooks Certified ProAdvisor as well as an Intuit Solution Provider.  She holds certifications in QuickBooks Online, Enterprise and POS and is a Sleeter Group Certified Consultant as well as a Chapter Co-Leader/Instructor for the National Advisor Network (NAN).  She is also a charter member of the Intuit Training/Writing Network.  She has used QuickBooks since the DOS version and has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999.  The focus of her practice in Trumbull, CT has migrated from a full time tax and accounting practice to  mainly QuickBooks consulting and training, specializing in strategizing, researching and installing 3rd party add-ons and conversions to QuickBooks from other accounting software.  

 


Joshua Reeves

Joshua Reeves

Joshua Reeves is the CEO and co-founder of ZenPayroll, a modern payroll service provider going head-to-head with the industry’s largest players, ADP and Paychex. ZenPayroll launched in 2012 and is funded by General Catalyst, Kleiner Perkins Caufield & Byers, Google Ventures, Salesforce, as well as the CEOs of Dropbox, Yelp, Box and Yammer. With thousands of customers, ZenPayroll currently processes over $1 billion in annual payroll. Joshua is also a frequent contributor to Forbes, the Wall Street Journal, Entrepreneur, Business Insider, and CPA Practice Advisor. 


David Ringstrom

David Ringstrom

David Ringstrom is a CPA and president of Accounting Advisors, Inc., an Atlanta-based spreadsheet and database consulting firm that he started in 1991. He speaks regularly at conferences about Microsoft Excel, and frequently presents webcasts for continuing education providers such as CPE Link, CPEcredit.com, Western CPE, and others. David began writing freelance articles about spreadsheets in 1996, and he has had articles published internationally. He is a featured expert at The Sleeter Group’s blog, as well as the Tech Editor-at-Large for the online sites AccountingWEB and Going Concern. Many years ago David coined the phrase “Either you work Excel, or it works you!” Accordingly his writing, webcasts, and conference presentations are all designed to help readers and attendees work more effectively. His webcasts span a broad array of topics, including Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, QuickBooks, Bitcoin, XBRL, and more.


Matt Rissell

Matt Rissell

What does it take to be visionary in business? A breakthrough idea that fills a gap in real lives. An entrepreneurial drive. A relentless passion to seek out insight on an industry—then innovate in response. A forward-thinking leader in pursuit of unconventional excellence.

By this and any other definition, Matt Rissell—CEO and co-creator of TSheets—is a business visionary. Appearing in major publications and at speaking engagements across the US and beyond, Matt is an expert on time tracking technology and productivity best practices in the online age.

The lightbulb moment that sparked TSheets came at the previous business Matt owned (his 5th venture, TSheets is his 6th company). This business spanned multiple locations with employees on the go. Tracking down timesheets—not to mention what staff did everyday and where—quickly became a nonstop pain, and a productivity killer. He wanted online timesheets that offered speed, accuracy, mobility and real-time business-relevant details. So he went on an extensive search, and found nothing that quite did what he knew it could do. So he built a custom solution himself, bringing on genius programmer Brandon Zehm to develop TSheets from the ground up.

Over time, the go-anywhere, do-anything time tracking solution became a phenomenon.


Raj Sabhlok

Raj Sabhlok

Raj Sabhlok is the President of Zoho Corp. Zoho is a comprehensive suite of online productivity, collaboration and business applications for businesses of all sizes. Raj has held technical, marketing, sales, finance and executive management positions at software companies like Embarcadero Technologies, BMC Software and The Santa Cruz Operation (SCO). Raj is a frequent speaker and blogger on software and technology topics. He is currently a regular contributor on Forbes. You can also follow him @rajsabhlok.


Scott Scharf

Scott Scharf

Scott Scharf is the owner of Catching Clouds LLC, a cloud accounting practice providing virtual controller and virtual bookkeeping services leveraging cloud technologies for online and ecommerce. Scott has been in IT for over 30 years providing consulting and solutions from global multinational businesses to small businesses and is an expert in Unified Communications and Collaboration, IT Security, cloud and ecommerce technologies.  Scott now focuses his attention on helping businesses succeed by provide ecommerce consulting, cloud accounting solutions, virtual CIO/CTO services and cyber security/cyber liability solutions. Scott is passionate about leveraging technology in smart and new ways to improve business processes, productivity, and profitability. 


Wayne Schmidt

Wayne Schmidt

Wayne Schmidt has 26 years experience working in the accounting software industry. Wayne launched Xero into the Australian market, prior to Xero worked at Reckon, Intuit’s Australian distributor and MYOB (the 'Intuit' of the Australian market). Wayne owned an accounting software consulting business for 12 years with 20 staff and two offices. He also worked in the USA, United Kingdom, China and Australia. Wayne can talk underwater, speak English, Australian and American (pretty cool) and is passionate about the cloud and the changes it’s bringing to our industry.


Steve Schultz

Steve Schultz

Steve Schultz comes to Supporting Strategies with over 25 years of management experience in operations and sales working in both start-ups and multinational corporations including Digital Equipment Corporation and IBM. Steve was the co-founder and President of Kerotec, a mid-size computer peripheral distributor serving the Western European market, as well as the co-founder of Splash Auto Washes. Steve led both organizations to successful acquisition. Steve has been a professor of International Operations and Six Sigma Quality Control at both WPI and New England College. He holds an MBA from the University of Massachusetts in Lowell and a BS in Engineering from the University of Lowell.


Donny Shimamoto

Donny Shimamoto

Donny Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a CPA consultancy focused on organizational development and advisory services for the middle market and nonprofits. An active CPA, Certified Information Technology Professional (CITP), and Chartered Global Management Accountant (CGMA), Donny is a recognized national expert in IT management and international author/speaker on business intelligence initiatives. Donny helps many organizations by bridging accounting and IT to strengthen organizational governance and risk management, improve business processes through IT, and increase the effectiveness of decision-making through business intelligence and evidence-based management. Donny is the chairman of the AICPA's Information Management & Technology Assurance Executive Committee, and former member of its Governing Council and Assurance Services Executive Committee. Donny was recognized as one of the Top 100 Most Influential People by Accounting Today in 2013, a Top Thought Leader in Public Accounting by CPA Practice Advisor from 2102-2014.


Adrian Simmons

Adrian Simmons

Adrian G. Simmons is a CPA innovating ways to put money in its place. As Chief Creative Designer at Elements CPA, LLC, he looks for ways with the team to help their customers become financially strong, so they can focus on what truly matters in life. He is a Practicing Fellow of the Verasage Institute (the revolutionary think tank for professional knowledge firms), and Director of the Thriveal Accounting Laboratory (helping to accelerate the adoption of today's innovations, and contribute to the imagining of tomorrow's). Adrian likes tech, uses a fountain pen, prefers dark over milk chocolate, and is hoping to successfully complete a sprint triatholon.


Jeremy Smith

Jeremy Smith

Jeremy Smith is responsible for leading Block Small Business, H&R Block’s effort to offering client accounting services to small businesses. Prior to H&R Block, he was the Chief Strategy Officer at SecondMarket, an NYC-based fin-tech start up, where helped set the strategic direction of the company as well as led its innovation and new product development efforts. Before joining SecondMarket, Jeremy was the owner and President of Arthur Lauer where he redesigned and implemented the company’s business strategy and marketing program. Prior to his time at Arthur Lauer, Jeremy worked in the private equity and investment banking industries. Jeremy graduated with honors from Emory University with a bachelor’s degree in business administration and holds his Series 7, 24 and 63 licenses. He is a frequent speaker at conferences and has appeared in many leading publications, including The Wall Street Journal, BusinessWeek, The Los Angeles Times, Reuters, and DowJones. Jeremy has also been featured on CNBC, NPR, Fox Business News, and Bloomberg.


Sandi Smith Levya

Sandi Smith Levya

Sandi Smith Leyva, CPA, CMA, MBA, and founder of Accountant’s Accelerator, has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching, training, and marketing services. She was named one of the Top 25 Thought Leaders for 2014 by CPA Practice Advisor, one of the 2013 “Ones to Watch” of Accounting Today’s “Top 100 Most Influential People in Accounting” and won a 2013 Stevie Award for “Maverick of the Year.” Sandi is an internationally published author with more than a dozen books and 800 accounting industry articles. In addition to her CPA/MBA, she earned a Masters in Neuroscience. In her spare time, she loves hiking, traveling to remote places, and empowering women from poverty to prosperity through her nonprofit.


Amy Stumme

Amy Stumme

Amy Kathleen Stumme is the Executive Ambassador and Project & Facilitation Specialist for the Maryland Association of CPAs and Business Learning Institute. A graduate of the University of Pittsburgh with a Bachelor’s degree in Psychology, Amy previously worked for Martin Marietta Magnesia Specialties as Chemical Sales Administrator and was self-employed prior to joining MACPA in 2005. Grove trained and certified in the I2A strategic planning process, Amy has facilitated strategic planning for Maryland firms (Smith Elliott Kearns & Co. LLC, Askey, Askey & Associates) as well as national firms (Moss Adams LLP and Cherry Bekaert & Holland LLP – Advisory Services Group). Her experience also includes the AICPA CPA Horizons Project and Future Forums around the state of Maryland. Most recently, Amy is leading Vision Workshops for Sage North America in Nevada, California, Canada and here in Maryland. There are many ways to collaborate and ThinkTank™, a leading edge collaborative technology, utilized by governments, industry, and the scientific community, is one of the best. Amy is trained and certified through the ThinkTankTM Elite Collaboration Program. She has designed and implemented ThinkTankTM events for Sage North America, Smith Elliott Kearns & Co. LLC, and, most recently, an Economic Summit to create a shared vision for the future of Maryland as part of the Maryland Chamber of Commerce's Maryland Competitiveness Coalition. Amy is pursuing her goal of becoming a Certified Professional Co-Active Coach® (CPCC).


Brian Tankersley

Brian Tankersley

Brian Tankersley, CPA, CITP, CGMA is Director of Strategic Relationships at K2 Enterprises, and a Senior Faculty Member with Becker Professional Education. Brian has over 20 years of professional experience in accounting, auditing, technology, and education. He speaks across the US and Canada through state CPA societies and at major professional conferences including AICPA TECH+, CCH Connections, Thomson Reuters Synergy, and many others. Brian writes extensively on technology issues for professional journals, and serves as a columnist and Technology Editor for The CPA Practice Advisor. Brian also holds current certifications in a wide range of accounting applications including QuickBooks, Xero, FreshBooks, Xero, and Kashoo.


Ian Vacin

Ian Vacin

Ian Vacin is the Vice President of Product Strategy & Marketing for Xero and works from Xero's San Francisco office.  Prior to Xero, Ian spent almost 9 years working at Intuit where he led the QuickBooks ProAdvisor Program and previously was the Offering Leader of Intuit's Mac Financial Software. Ian has over 20 years of experience in technology working as a product manager, marketer, engineer and entrepreneur with expertise in the design, development, and marketing of software solutions.  He has helped companies ranging from Fortune 500 (Intuit, Intel, IBM, and Oracle) to early stage startups develop and deploy accounting, CRM, procurement, and software integration solutions.  In 2013, Ian was awarded the Marketeer that Matters award for his work at Xero.

 

Ian received both a Master of Business Administration (Kellogg School of Management) and a Master of Engineering Management from Northwestern University. He also received a Bachelor of Science degree in Industrial Engineering and Operations Research from the University of California at Berkeley.


Amy Vetter

Amy Vetter

Amy Vetter, CPA.CITP, CGMA, is the Global Vice President of Education & Enablement for Xero. She is accountable for developing and executing the global education and enablement strategy for accounting partners and SMBs, including the creation and management of educational programs through Xero U and Xero TV. Prior to Xero, she was the CPA Programs Leader for Intacct Corporation and worked at Intuit, Inc as an Intuit Key Account Manager and Creator/Facilitator for the Intuit Practice Excellence Program (IPEP).   Amy has also run successful client accounting services practices as a Partner in a CPA Firm and on her own as a local and national corporation.  She is an accomplished author of accounting technology reference materials, as well as a national & local speaker for accountants, consultants & software application users. Amy is an Intacct Certified Services Provider and Advanced Certified QuickBooks ProAdvisor. She has served on the AICPA’s Journal of Accountancy Technology Advisory Panel since 2009, was recognized as “One To Watch” on Accounting Today’s Top 100 Most Influential People Listing for 2012, and was recognized by The CPA Technology Advisor as an outstanding 40 under 40 technology-based accountant in 2006 and 2009. In 2007, she won the South Florida Business Journal’s Up & Comer award for her expertise in accounting and dedication to the community.


Chuck Vigeant

Chuck Vigeant

Chuck Vigeant is the Managing Partner of CLEARIFY® and is known as the “grandfather” of Crystal Reports and Business Intelligence for QuickBooks®. He is the principal architect behind QQube™, the ground breaking data warehouse technology for QuickBooks, and his company is the world's largest provider of Business Analytics, and custom management reporting systems for a variety of small business products. There is one common thread from Chuck’s days as a controller in the late 70’s through his three decades as an accounting technology specialist, his stint as a data analyst and schema architect for Intuit – and yes even as a QuickBooks Pro Advisor: his passion to make it easier to grab data from every day software applications and formulate it into usable information from which people can make more educated decisions. His company, CLEARIFY® has served thousands of small business around the globe, and his new innovation is a website/community that acts as a clearing house for generic information on reporting, analytics, and visualization, how-to guides, tools and their uses, and emerging industry concepts. He has received awards from the Austin Entrepreneur’s Association, was a keynote speaker at the National Association for Professional Saleswomen, taught business curriculums at local community colleges, and spoken at dozens of Intuit functions, CPA chapters, and various technology conferences. He now limits his speaking to special engagements. Chuck is a member Emeritus of the prestigious Intuit Accountant and Advisor Council, holds a Bachelor’s degree in Business and Public Administration from The University of Hartford, and a Masters of Education degree from The University of North Texas.


Todd Youngblood

Todd Youngblood

Todd Youngblood joined Pensmore in 2014 to lead product marketing and design.   Todd has over 16 years experience in the software and technologies industries.   He has worked closely with some of the top companies in these industries, like IBM, HP, ADP, Microsoft, and Intuit, to create successful product marketing strategies to resell their products.  His most recent position was at Mercury, a leading integrated payments processor.   He led the Business development team to recruit software developers to add residual income streams for their software businesses.   Then continued to help them build a successful go to market strategy to capitalize on this residual based income.   With his strong background in software and his understanding of the technology industry Todd has helped to advise many business on building wealth for their small business.