By AccountingWeb on Fri, 02/15/2013 - 15:32
THE 2013 SPEAKERS
The agenda topics and speakers for 2014 will be announced soon so please check back for updates. Meanwhile here's what we covered at 2013's event.
MBA, Principal, Upsourced Accounting; Cofounder and COO, SqrlRyan Baker has a finance degree from Ohio State University and an MBA from Ohio University. He’s passionate about helping small business owners better understand their finances, comply with new health care regulations, and ultimately grow success.
Vice President, Business and Corporate Development, AvalaraRay is responsible for Avalara’s strategic relationships with the accounting community. He has over twenty-five years of management and organizational experience in technology and software organizations. His experience and expertise include positions in senior management, strategy, sales, and compliance with content and mid-market technology companies. Ray spent fifteen years at CCH and CT Corporate, subsidiaries of Wolters Kluwer.
Senior Product Development Manager, IntuitAaron Brady is a senior product manager in the Accountant Advisory Group at Intuit. In his nearly twelve years with the company, Aaron has worked to drive the creation of new products and services that accountants can use to better serve their clients. Previously at Intuit, he worked as a tax development manager and a tax development technical lead and analyst on the Lacerte product, where he led a team of tax experts in improving products and innovations for accountants. Prior to Intuit, Aaron served in additional tax software development roles as well as an international tax accountant for both KPMG and Ernst & Young. He has a Master of Accountancy in Tax from Brigham Young University – Marriott School of Management.
Paul H. Burton, JD
Owner, QuietSpacingPaul is a former corporate finance attorney, software executive, and serial entrepreneur. As a nationally recognized time management expert, he helps people regain control of their day, get more done, and enjoy greater personal and professional satisfaction. Paul is the creator of the revolutionary QuietSpacing® productivity method and speaks regularly to professionals and executives about making better use of their limited time.
Jason Deshayes, CPA
Shareholder, Butler and Company CPAsJason has been serving clients since 2003, providing tax, accounting, and consulting advice to individuals and closely held businesses, with a focus on professional services, medical practices, individual taxation, and business start-ups. Jason also consults on other financial matters, including improving business and personal cash flow, business organization, and succession planning. He speaks at national conferences on a range of topics, such as private practice management, CPA firm top issues, and practice development, and he facilitates Trusted Business Advisor classes for the AICPA.
Lee Eisenstaedt, MBA
Partner, L. Harris PartnersLee brings thirty-five years of finance and operations experience to the clients of L. Harris Partners. He helps leaders increase the value of their firms and companies by helping them see their situations in fresh and more revealing ways, identify opportunities they didn’t realize they had, and develop and implement practical action plans and measurement systems that increase accountability.
Michael Elliott, CPA
Manager/Principal-in-Transition, Dittrick & Associates, Inc.Michael Elliott is a graduate of Franklin University, majoring in accounting and business administration. He has been in public practice since 2007 and is currently serving as the manager/principal-in-transition at the firm Dittrick & Associates, Inc.
Chief Marketing Officer, Freed MaxickJennifer Hamberger is chief marketing officer at New York CPA firm Freed Maxick. With over twenty-five years of marketing experience, including eleven years with a large global leader in the over-the-counter pharmaceutical industry, Jennifer is using her extensive global marketing, industry, and leadership experience to guide Freed Maxick's overall marketing and practice growth strategies for its regional, national, and international practice areas.
Tom Hood, CPA, CITP, CGMA
Executive Director, CEO, Maryland Association of CPAsTom is a nationally recognized author, speaker, and consultant. He won the AICPA Special Recognition Award for his contributions to the profession leading the CPA Vision Project in 2003. Tom has a bachelor’s degree in accounting from Loyola College, a master’s degree in finance (real estate) from Johns Hopkins University, and a master’s equivalent in information systems from the University of Baltimore.
Andrew Johnson, CPA
Cofounder, Peisner Johnson & Company, LLPAndy began his career in state taxation with Arthur Anderson. After four years at Arthur Anderson, he partnered with Jerry Peisner and, in 1992, founded Peisner Johnson & Company, LLP. Peisner Johnson is the largest national CPA firm that’s focused entirely on solving state and local tax issues. Since the firm doesn’t do any federal or general accounting work, the firm doesn’t compete with CPAs, but rather it complements the work CPAs do.
Partner Marketing Manager, XeroMarie Jung is a smart and savvy partner marketing manager at Xero. She is experienced in SaaS and desktop software business models including: B2B marketing, brand creation and management, marketing strategy, media relations, process improvement, product marketing, retention marketing, and revenue and lead generation.
Gregory L. LaFollette, CPA, CITP, CGMA
Vice President, Product Strategy, CPA2BizGreg 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.
Mark Lloydbottom, FCA, CPC
Owner, Mark Lloydbottom ConsultingMark is often referred to as the father of practice management in the United Kingdom. For over twenty-five years, he has developed businesses, all focused on providing services to enable firms to maximize their top and bottom-line potential. During those years, Mark has worked with over 2,000 accounting firms. He continues to work with firms in the areas of firm profitability, client service, marketing, strategic planning, and partner development.
Partner, TravisWolffVance McCollough is a partner and audit and assurance practice group leader at Dallas-based TravisWolff. He has more than twenty-four years of experience in leading and coordinating audits of companies ranging from those with complex international operations to start-up ventures working through initial public offerings. Vance also advises companies with issues related to operations, mergers and acquisitions, financial reporting, internal controls, revenue recognition, business combinations, and share-based compensation.
Marty McCutchen, CPA, CITP
Owner, Marty McCutchen, CPA, PCMarty is an entrepreneur, just like his clients. He understands what it takes to start and run a profitable business. His experience as a business owner and a CPA helps his clients succeed. Marty and his staff have been assisting clients for almost twenty years with tax planning, business financial planning, outsourced CFO and controllership, mergers and acquisitions, QuickBooks consulting and training, management consulting, and more.
Chief Revenue Officer, Real Page, Inc.Mike has served as chief revenue officer since July 2013 and is responsible for the leadership and direction of the implementation, support, training, sales, and marketing teams. Utilizing his in-depth experience to influence short-term and long-term revenue generation as well as overall corporate strategy, Mike ensures the entire organization has the direction, information, and resources needed to improve client success as well as drive continued adoption of the company’s solutions.
Founder, President, The Sleeter GroupDoug Sleeter's in-depth knowledge of accounting software solutions and his "systems" approach to solving accounting problems for the small and midsized business market have earned him the reputation of being one of the nation's leading small business accounting software experts. He consults with dozens of accounting software and hardware developers on product design, marketing, and distribution strategies.
Chad Smith, CFP®, ChFC, CLU
Wealth Management Strategist, HD Vest Financial ServicesChad is a wealth management strategist in the National Sales Department at HD Vest Financial Services. He is responsible for maintaining and working on the high-net-worth pipeline for HD Vest Advisors. Chad works with advisors of all levels of production to ensure they bring timely solutions to clients’ planning concerns. He uses insurance, annuity, banking, advisory, and other investment solutions with advisors to provide comprehensive solutions.
CPA, Principal, Upsourced Accounting; Cofounder, SqrlRyan Watson is the CPA behind Upsourced Accounting and the expert on all things bookkeeping and taxes. Ryan’s passion is to make his firm a completely virtual solution for clients, thereby optimizing collaborative and consultative relationships.
Accountant, Sierra Affinity LLCChris is well versed in the entertainment industry, having started his career as the production accountant for the Dog Whisperer and later working in production finance with Lionsgate and theme park studio Thinkwell Group. Today he acts as the voice of the financial leader, and one who values a consultative relationship with his accountant and Xero Partner, Sydney Pike.