FEATURED MAIN STAGE PRESENTERS

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Kim Perell

Kim Perell is an award-winning entrepreneur, investor, and global CEO with a passion for people, positivity, technology, and progress. Kim Perell is one of the most significant examples of a resilient rise from failure to success. In 2001, Kim went from being laid off at 23 to becoming a multi-millionaire by the time she

was 30 years old and selling her last company for $235 million in 2014. She is currently CEO of Amobee, a global marketing technology company serving the world’s leading brands and agencies.

Kim is also an investor in over 70 companies, 14 of which have successfully been acquired by some of the largest Fortune 500 companies including a billion-dollar IPO.


 
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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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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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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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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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Sanford Boxerman

Sandy defends individuals and corporations in white collar investigations and prosecutions. He also represents taxpayers in civil and criminal tax matters. Sandy has experience in both the public and private sectors. From 1991 to 1994, he served as assistant public defender in the

City of St. Louis, where he gained valuable experience as first chair in numerous jury and bench trials. From 1988 to 1991, and from 1994 through the present, he has worked in private law firms. Sandy was one of the founders of Capes Sokol in 2001.

Sandy co-teaches the tax fraud prosecutions course in the graduate tax program as an adjunct faculty member at the Washington University School of Law. He has also been an adjunct lecturer of business law at Washington University’s Olin School of Business.

Sandy has assisted, on a pro bono basis, the Labadie Environmental Organization, serving as a consultant in trial and appellate court litigation that opposed a coal ash landfill in Labadie, Missouri.

He serves on the Board of Directors of Lift for Life Academy and is a past coach of the Lafayette High School Mock Trial Team.

 

 
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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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CARLA CALDWELL

CEO, Caldwell Consulting & TrainingCarla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners., primarily non-profits, to bridge the gap between growing business and specific accounting solutions. In addition, Carla helps accounting and bookkeeping firms implement the tools that help them be more successful – from value pricing and process development to the apps that support their systems.

Visit, Caldwell Consulting & Training website, to learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems, and stronger results.

 

 
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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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Jennifer Dymond

Founder, Spire Consulting Services Jennifer’s biggest passion is helping her small business clients pursue their passions with strategic formulas to grow profitably and sustainably. She began studying and performing improvisational theater in 2012 and

recently launched Outspoken Improv, LLC to share the magic of improv through educational workshops for professionals to build confidence, improve communication skills and strengthen relationships. 

Jennifer is the Founder and Leader of the award-winning Portland Woodard Group and a member of the Woodard Network. Since 2011, she has been leading monthly educational seminars helping local accountants stay current with emerging technologies and professional development. 

 

 

 
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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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LOREN FOGELMAN

Loren has delivered talks across the United States at major conferences such as Inbound as well as many industry conferences. In 2018 she was recognized by HubSpot in its annual list of the world’s top 22 business coaches.Loren is an expert in pricing strategy and sales. She coaches accounting professionals to shift away from

the “dollars-per-hour” business model to a value-based model that reduces workload by as much as 50% while doubling revenues.

 

 
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Eric Green, Esq.

Eric is a partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services, as well as handling probate matters and

estate planning for individuals and business owners and tax planning for closely held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs.

Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He is the author and lecturer of the CCH IRS Representation Certificate Program, and he is a columnist for CCH’s Journal of Practice & Procedure. He is the founder of The New England IRS Representation Conference, and runs Tax Rep LLC, a mastermind group that helps accountants and attorneys build their IRS representation practices.

Mr. Green is a contributing author for Advocating for Low Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and has also been quoted in USA Today, Consumer Reports, The Wall Street Journal’s Market Watch, TheStreet.com, The Wall Street Journal and CreditCard.com.

Prior to practicing law Attorney Green served as a senior tax consultant for KPMG and Deloitte & Touche.

Attorney Green was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association’s Closely Held Businesses Tax Committee. Attorney Green is the current Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section. Eric is a Fellow of the American College of Tax Counsel (“ACTC”).

Attorney Green is also a member of the Connecticut, Massachusetts and New York Bar Associations, as well as the American Bar Association. Attorney Green is admitted to practice in Massachusetts, New York and Connecticut Superior Courts, the United States Tax Court, The Federal Court of Claims and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.
 

 
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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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Robin Hall

Robin Hall is the President and Principal Consultant of VARC Solutions in Friendswood, Texas specializing in QuickBooks and Quick Base training and consulting. Her specialty is taking small and large business clients to the next level and teaching them to be self-sufficient within their business. Robin is the developer of several tools that assist clients and

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peers alike; she is the developer of VARCBase PM (Quick Base platform), NEXT (Method Platform), and Q2QConnect. 

Robin has been a Certified QuickBooks ProAdvisor since 1999 (Advanced Certified since 2007) and an Intuit Premier Reseller since 2006.  She is also certified in Quick Base, TSheets, and QBO.  Robin, a member of the 500K club, has also been a member of the Intuit Advisory Council; she is currently an active member of the Trainer/Writer Network.  She has been an expert presenter at Scaling New Heights since its inception, a presenter at the Intuit Premier Reseller Conference, and at QBConnect, having taught thousands of Advisors and End Users. 

Robin has earned numerous awards including Intuit’s 2010 Payroll Partner of the Year, Intuit’s 2009 Partner of the Year, Intuit’s 2008 Customer Satisfaction Award, Bob Scott’s Insights 2009 to 2019 VAR Stars (for valued-added resellers in the mid-market financial software space), Intuit’s Customer Delight Performance Award, and Friendswood Chamber of Commerce Business Woman of the Year in both 2002 and 2015.  In 2014 Robin was interviewed by William Shatner, and VARC Solutions was awarded the “Moving America Forward” award.  She was on the winning team for the Hackathon with Pledgify, a nonprofit donation tool at QB Connect 2015. 

Robin’s most recent achievements include being named one of CPA Practice Advisor’s 2016 Most Powerful Women in Accounting, Insightful Accountant’s 2016 QuickBooks ProAdvisor Top Trainer/Writer, Intuit’s 2016 Sales Excellence Award, and was named a top 100 ProAdvisor by Insightful Accountant in 2017, 2018, and 2019.  Robin and VARC Solutions were also honored in 2017 with Intuits Bonnie Nagayama for community service for their work in the community in the aftermath of Hurricane Harvey.  The VARC VIPP Program was awarded Intuit’s Top QSP Affiliate Program Award in 2018.  VARC Solutions was named the Top Enterprise Partner and the Top Payroll Partner at the Executive level in 2019.  VARC Solutions was awarded the Quick Base Solution Provider LAND MVP award in 2015 and Quick Base Solution Provider Services MVP award for 2017. 

 

 

 
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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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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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RANDOLPH P. (RANDY) JOHNSTON, MCS

Chairman and CEORandy has been a top-rated speaker in the technology industry for over 40 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2017. His influence throughout

the accounting industry is highlighted once again this year by being a recipient of the 2017 Accounting Today Top 100 Most Influential People in Accounting award for the fourteenth 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. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. 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 profession will be obvious to you in today’s presentation.

 

 
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CARRIE KAHN

Carrie Kahn, CPA, the founder, and CEO of Complete Business Group, has been supporting and selling QuickBooks since Dos V1. She is an Advanced Certified ProAdvisor in both QuickBooks Desktop and Online. Carrie is an Elite QuickBooks Reseller in the (QSP) Program, and she created the award-winning Complete Business Partner Program to mentor ProAdvisors in

selecting the best QuickBooks products at best pricing for their customers.  

Carrie is a member of the Elite Intuit Trainer Writer Network. CBG recently acquired schoolofbookkeeping.com. The company is being rebranded as a QuickBooks companion and re-launching in 2020. She was named Insightful Accountant’s Top 100 ProAdvisor every year since 2014 and was Insightful Accountant’s 2017 Social Media Resources ProAdvisor. She currently serves on the QSP Advisory Council, and Intuit Payroll Advisory Council. For more information,  visit our website. 

 

 
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Esther Friedberg Karp

Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant and speaker who is based in Toronto, where she runs her QuickBooks consulting practice, EFK CompuBooks Inc. She has consistently been counted among the Top 100 ProAdvisors worldwide by Insightful Accountant, and

 has been included in the Top 10, named “Top International ProAdvisor.” 

Esther has the unique distinction of holding ProAdvisor certifications in QuickBooks Desktop and Online in the United States, Canada and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit around the world, and has appeared on behalf of Intuit in several countries. She has speaking credits at events such as Scaling New Heights, QuickBooks Connect, The Sleeter Group Conference, IPBC Ignite, as well as events hosted by various other professional organizations, and she has written countless articles for Intuit Global. 

She counts among her clients many international companies, as well as accounting professionals seeking her out on behalf of their own clients for her expertise in multicurrency and various countries’ editions of QuickBooks Desktop and Online. 

Esther holds a BSc from the University of Toronto in Actuarial Science and Mathematics, and an MBA in Marketing and Finance from the Schulich School of Business. She has been named one of Practice Ignition’s Top 50 Women in Accounting, one of the Top 10 Influencers in the Canadian Bookkeeping World, and she is a repeat nominee for the RBC Canadian Women’s Entrepreneur Awards. She was also a 2018 Inspire Recognition Program finalist, honoring trailblazers for their lifetime achievements in the Canadian Accounting and Bookkeeping World.

She can be reached at esther@e-compubooks.com or 416-410-0750. 

 

 
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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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Dave Lakhani

Dave Lakhani is one of the nation's most recognizable experts on applied persuasion, human influence, sales and marketing and cults. He is an award winning author and speaker who has spoken to more than 3 million people in 126 countries around the world over the past decade. Dave is also an Entrepreneur whose companies have made the Inc. 500 list regularly.  Dave's background in persuasion is unique, he was raised in a

cult from the time he was six until sixteen years of age when he escaped and began studying persuasion, that study continues today. He teaches businesses how to leverage psychological and biological responses to increase sales, change behavior and develop deeper relationships. His consulting clients include: 

AtaraxisPEO, Bodybuilding.com, FiftyFlowers.com, Morter Health Systems, Dr. Dave's Best, Advanced Nutrients, TheSleepDoctor.com, Desert Farms, GE, P&G, Cougar Mountain Software, Create A Check, VersaPOS, and hundreds more.  

Dave's books include: 

Persuasion: The Art of Getting What You Want 

Subliminal Persuasion: Influence and Marketing Secrets They Don't Want You To Know 

How To Sell When Nobody's Buying and How To Sell Even More When They Are 

and five other books. 

A media regular, Dave has been featured in outlets including The Today Show, The Big Idea with Donny Deutsch, CNN, Worth, Business 2.0, Sales and Marketing Management, Inc., Inc., Fast Company, and hundreds more. 

 

 

 
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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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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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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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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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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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Kellie Parks

Kellie is a relentless organizer and believes cloud financial technology is key to organization. She adopted cloud financial technology for her own business in 2012 and has migrated all her clients to it now. Kellie loves introducing QBO and its app partner programs to accountants and

their clients. She now spends much of her day educating accounting firms and SMBs but keeps her head firmly in her bookkeeping client’s day to day accounting needs as well.

 

 
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Lindsay Pinkos

Lindsay Pinkos is a Senior Product Marketing Manager for AbacusNext, focused on products that help accounting and tax firms run and grow their practices. Lindsay has been working with accounting and tax professionals, both public accounting firms as well as professional service firms serving

the accounting profession, since 2009. Her expertise includes growing accounting firms through new client acquisition, expanding services to existing clients through strategic marketing initiatives and leveraging technology to increase efficiencies and profitability.

 

 
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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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Alicia Katz Pollock

Alicia Katz Pollock is the owner and lead trainer at Learn.Royalwise.com. As an Elite ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has three QuickBooks and MS Word books on Amazon, leads weekly QuickBooks training webinars, and runs a

QBO Mentorship Membership™ program. She was featured in Fit Small Business’s Top Accounting Consultants of 2018. She blends the skills of technology, the art of communication, the patience of a teacher, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business education solutions.  

 

 
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MB Raimondi

MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation is an Advanced QuickBooks Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online. She has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999. The focus of her practice in CT is mainly QuickBooks consulting and

training, specializing in strategizing, researching and installing 3rd party add-ons and conversions to QuickBooks from other accounting software.  She’s part of the Intuit Premier Reseller program, getting great deals on Intuit products and services.  MB was named the Top QuickBooks Online ProAdvisor, 2015 by Insightful Accountant and was in the Top 100 ProAdvisors for 2014-2016. 

MB can be reached at mb@mbraimondicpa.com. 

 

 
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HEATHER SATTERLEY

Heather is co-author of the QuickBooks Online Core and Advanced Certification Training materials. She is also founder and sole owner of Satterley Training & Consulting, LLC – a consulting firm focused on helping accounting professionals learn and master the QuickBooks ecosystem. A QuickBooks user since 1997 and ProAdvisor since the inception of the program, Heather has trained and supported hundreds of accountants, bookkeepers and small business users over the past 19 years.

In addition to owning her own firm, Heather spent many years working with CPA firms, as principal consultant, tax professional and technologist. She is passionate about sharing her love of accounting technology, process efficiency and insatiable curiosity about all things “account-techy” with others. She is an active member of the Intuit Trainer/Writer Network and was named a Top 100 ProAdvisor in 2014, 2015 & 2016 by Insightful Accountant.

 

 
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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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Michelle Feit Schwerin

An attorney-CPA, Michelle represents individuals and businesses in a variety of tax matters, including tax liability disputes, innocent spouse claims, claims for penalty abatement, refund claims and litigation, preparer and promoter penalty investigations and tax collection matters. She also

represents clients in all stages of federal and state securities investigations and litigation. She guides individual and business clients who come under investigation by the Securities Exchange Commission for issues such as public reporting, disclosures and insider trading.

Michelle obtained her law degree from Washington University in St. Louis.  She was recognized for the third consecutive year by The Best Lawyers in America for her work in Litigation and Controversy – Tax, named a Rising Star in the Missouri and Kansas Super Lawyers List in 2018 and 2019, and received the Outstanding Young Professional Award from the Missouri Society of Certified Public Accountants.  Michelle is also an adjunct professor at Webster University, where she teaches in the Masters of Forensic Accounting program at the Walker School of Business & Technology and Chairs the ABA Tax Section’s Civil and Criminal Tax Penalties Committee Sub-Committee on Important Civil Tax Developments. 

 

 
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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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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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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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Michelle Vilms

Michelle Vilms is the CEO of Vilms Consulting, a firm located in Boston, MA that provides business clients with advisory, accounting and training services. Michelle is a QuickBooks Advanced Certified ProAdvisor, has a BS in Accountancy from Long Island University and

and an MBA from Babson College. She is was named Top 100 ProAdvisor by Insightful Accountant in 2019 and is a member of the Intuit Writer Trainer Network. 

 

 
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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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Stephen M. Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a

common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.