Download
Brochure

Travel/Venue Information

Featured Speakers

Keynote Speakers

Tom Hood, CPA.CITP
CEO & Executive Director
Maryland Association of CPAs
Business Learning Institute
 
Mark J. Koziel, CPA
Director of Specialized Communities and PCPS/Firm Practice Management
AICPA

Featured Speakers

Joel Ackerman CPA MST
Joel Ackerman CPA MST
Director
Fuoco Group
Silvia Aguirre
Silvia Aguirre
Co-Founder and Principal
Tax Technology Services, LLC
Brian Andrews
Brian Andrews
Vice President, Customer Experience & Business Excellence for Accounting Professionals Division (APD)
Intuit
Michelle Baca
Michelle Baca
Consultant
ConvergenceCoaching, LLC
Tony Batman, CPA, CFA®, CFP®
Tony Batman, CPA, CFA®, CFP®
Chairman & CEO
1st Global
Steven R. Berger, J.D.
Steven R. Berger, J.D.
Shareholder
Vedder Price P.C.
David Bergstein, CPA. CITP
David Bergstein, CPA. CITP
Director of Strategic Relationships
CCH, a Wolters Kluwer business
Jason Blumer, CPA
Jason Blumer, CPA
Managing Shareholder
Blumer & Associates
Steve Blundell  CPA, CITP
Steve Blundell CPA, CITP
Senior Manager Vendor Partner Relations & Customer Advocate for Accounting Professional Division (APD)
Intuit
James C. Bourke, CPA.CITP.CFF
James C. Bourke, CPA.CITP.CFF
Member of the Board of Directors, Member of the Management Committee, and Director of Firm Technology
WithumSmith+Brown
Allen Calhoun, J.D., LL.M.
Allen Calhoun, J.D., LL.M.
Managing Editor, Business Entities & Tax Accounting,
BNA Tax & Accounting
David M. Cieslak
David M. Cieslak
Principal
Arxis Technology, Inc.
E. Martin Davidoff, CPA, ESQ.
E. Martin Davidoff, CPA, ESQ.
President
E. Martin Davidoff & Associates
Michael P. Downey
Michael P. Downey
Attorney at Law, Partner
Hinshaw & Culbertson LLP
Lee. H. Eisenstaedt
Lee. H. Eisenstaedt
Founder & Managing Director
L. Harris & Associates, LLC
Richard Engebretson
Richard Engebretson
Vice President
WealthStar AllianceSM
John Ezell, CPA, CEPA
John Ezell, CPA, CEPA
Founding Principal & President
ProHorizons
Chris Farrell
Chris Farrell
Co-Founder
Virtual Software
Michelle Golden, CPF
Michelle Golden, CPF
President
Golden Practices, Inc.
Angie Grissom
Angie Grissom
Executive Vice President, Chief Operating Officer
Five Star 3, The Rainmaker Academy and Consulting Group
Mike Herlihy
Mike Herlihy
Senior Director of Product Management
Thomson Reuters
Ed Jennings
Ed Jennings
President and CEO
Copanion
Glen Keenan
Glen Keenan
President
XCM Solutions
Max Krotman, JD
Max Krotman, JD
Managing Partner & General Counsel
Globalforce International, Inc.
Mont Levy, JD
Mont Levy, JD
CEO
BAM Advisor Services
Joseph P. Manzelli Jr. , CPA.CITP
Joseph P. Manzelli Jr. , CPA.CITP
Director of Operations
Fuoco Group
Edward Mendlowitz, CPA, ABV, CFF, PFS
Edward Mendlowitz, CPA, ABV, CFF, PFS
Partner
WithumSmith+Brown
John P. Napolitano, CFP ®, CPA, PFS, MST, RLP®
John P. Napolitano, CFP ®, CPA, PFS, MST, RLP®
Chairman and CEO
U.S. Wealth Management, LLC
Jody Padar, CPA, MST
Jody Padar, CPA, MST
CEO and Principal
New Vision CPA Group
Michael Pagano, JD, CRCP
Michael Pagano, JD, CRCP
Executive Vice President, Chief Compliance Officer
1st Global
Michael H. Parness, CIMA
Michael H. Parness, CIMA
Managing Director, Professionals Alliance Group, National Director
Oppenheimer & Co
Bill Parrish
Bill Parrish
Accountant and Tax Professional
Private Practice Group, LLC
Gian P. Pazzia, CCSP
Gian P. Pazzia, CCSP
Shareholder
KBKG, Inc.
Eric Pulaski
Eric Pulaski
Chief Executive Officer
SmartVault Corporation
Louie Rosalez, CEPP
Louie Rosalez, CEPP
Chief Marketing Officer / Chief Insurance Officer
Honkamp Krueger Financial Services, Inc.
Joseph Sedita
Joseph Sedita
Managing Member
Sedita Kilton & Company, Certified Public Accountants, P.L.
Reed Showalter
Reed Showalter
Managing Director
alliantgroup
Joel Sinkin
Joel Sinkin
President
Accounting Transition Advisors, LLC
Ivan J. Sotomayor CPA
Ivan J. Sotomayor CPA
Managing Partner
Sotomayor & Associates, LLP
Bob Torella MBA
Bob Torella MBA
Director of Client Relationships and Communications
ACCOUNTANTSWORLD
Rick Whittaker, CPA
Rick Whittaker, CPA
QuickBooks® Pro Advisor
Intuit
Sandra L. Wiley
Sandra L. Wiley
COO and Senior Consultant
Boomer Consulting, Inc.
Joe Woodard
Joe Woodard
President
The Woodard Consulting Group
Igor A. Zey
Igor A. Zey
President & CEO
Zey Insurance Group