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THE 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.
Ryan Baker
MBA, Principal, Upsourced Accounting; Cofounder and COO, Sqrl
Ryan 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.
Ray Bigley
Vice President, Business and Corporate Development, Avalara
Ray 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.
Aaron Brady
Senior Product Development Manager, Intuit
Aaron 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, QuietSpacing
Paul 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.
He is the author of QuietSpacing – Productivity Has Evolved; Focus Pocus: 24 Tricks for Regaining Command of Your Day; The Waterfall Effect: Six Principles for Productive Leadership; and countless articles on time management and productivity that have been published locally, regionally, and nationally.

Paul travels the country giving high-content keynote addresses focused on delivering best-practices suggestions to audiences, delivering interactive QuietSpacing training programs, and working one-on-one with clients in a customized coaching program to help them achieve greater success.
Jason Deshayes, CPA
Shareholder, Butler and Company CPAs
Jason 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.
Jason is a board member of the Children's Grief Center of New Mexico, a finance committee member for the American College of Veterinary Internal Medicine, and a member of the Executive Committee for the Private Company Practice Section of the AICPA. He has served as president of the Active 20-30 Club of Albuquerque and Active 20-30 Club US and Canada in the past. In 2011, Jason was honored as one of New Mexico's "40 under 40" by the New Mexico Business Weekly.
Lee Eisenstaedt, MBA
Partner, L. Harris Partners
Lee 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.
Lee developed a proprietary set of tools and processes called VitalSigns VOC® that L. Harris Partners uses to understand the unmet and emerging needs of clients, identify "perception gaps" among their key stakeholders, and develop results-oriented action plans. In addition to surveying several thousand clients of professional services firms and being a frequent speaker on client loyalty and retention, Lee is the coauthor, with Tom Siders, of Wallet Share: Grow Your Practice Without Adding Clients.

He is a member of the Association for Accounting Marketing, the AICPA, and the Illinois Society of CPAs. Lee received his MBA from the Kellogg School of Management at Northwestern University and his BA in chemistry from Franklin & Marshall College.
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.
In his position, Michael serves the needs of a wide variety of clients, including those in manufacturing, agriculture, construction, and professional services. The bulk of the firm’s workload is in the fields of taxation and consulting. In his position, he is also involved with the technological and procedural operations of the firm.

Michael is a member of both the Ohio Society of CPAs (OSCPA) as well as the AICPA. He is a 2012 graduate of the AICPA’s Leadership Academy and has been involved in several projects with both the AICPA and the OSCPA. Currently, Michael serves on a planning committee within the OSCPA. He is also involved with a local nonprofit academy as a board member and treasurer.
Jennifer Hamberger
Chief Marketing Officer, Freed Maxick
Jennifer 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 CPAs
Tom 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.
Tom has been named the second most influential leader in the CPA profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time).

LinkedIn recruited Tom as one of its Top 150 Influencers, and he was named to the Top 25 Influencers in Learning by HR Examiner. Tom also has been named one of the Top 25 Thought Leaders by CPA Practice Advisor.

Tom is passionate about three areas: leadership, learning, and technology.

Tom's recognition and awards reflect his leadership in helping CPAs “shape their future,” through his work as the CEO of the Maryland Association of CPAs and the Business Learning Institute, a center for the development of leadership, strategic thinking, and collaboration skills for CPAs.
Andrew Johnson, CPA
Cofounder, Peisner Johnson & Company, LLP
Andy 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.
Andy is an experienced professional in state and local tax matters and has consulted hundreds of companies in virtually every industry across the country. He is a member of the AICPA and the Texas Society of CPAs. Andy graduated with a master’s degree in accounting with an emphasis in taxation from Brigham Young University.
Marie Jung
Partner Marketing Manager, Xero
Marie 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, CPA2Biz
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.
As vice president of Product Strategy, Greg is responsible for CPA2Biz' overall product road map and leads the development of the company's firm-based Cloud solutions.

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 was the senior manager of Tax and Technology Consulting with Eide Bailly LLP.

Greg completed his professional training at Augustana College in South Dakota. He is a member of the AICPA Information Technology Division and a graduate and former staff lecturer at the AICPA’s National Tax Institute.
Mark Lloydbottom, FCA, CPC
Owner, Mark Lloydbottom Consulting
Mark 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.
Mark started his own practice in Bristol in 1978. He is the founder of the Association of British Independent Accounting Firms, Practice Track, and PracticeWEB. He has also served on various committees with the Institute of Chartered Accountants, including the 2005 Working Party.

Mark guarantees you’ll hear ideas that will excite you so much that you’ll become much leaner, happier, and more effective.
Vance McCollough
Partner, TravisWolff
Vance 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.
Vance has been a leader in building and managing teams, organizing and overseeing projects spanning multiple locations, and effectively communicating with senior management and boards of directors. Prior to joining TravisWolff, Vance spent twenty-two years with a Big Four firm, where he served in the Los Angeles, Seattle, Austin, and Dallas offices. Most recently, he was a lead partner for the firm’s Dallas information and communications audit group.
Marty McCutchen, CPA, CITP
Owner, Marty McCutchen, CPA, PC
Marty 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.
Marty has been recognized for his achievements by CPA Practice Advisor and the Fort Worth Chapter of CPAs. He is a licensed CPA in Texas and Alabama and has been published in CPA Practice Advisor, the Intuit ProLine blog, and various state CPA society newsletters.
Mike Sabbatis
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.
Mike currently serves on the boards of XCM Solutions, LLC as well as Doc.It, which provides technology-enabled solutions in workflow and document management. Accounting Today has recognized Mike as one of the Top 100 Most Influential People in Accounting, and he is a frequent speaker on technology, leadership, strategy, sales and marketing, and motivation. He has a Bachelor of Business Administration in Accounting from Cleveland State University.
Doug Sleeter
Founder, President, The Sleeter Group
Doug 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.
Doug has been named one of the Top 100 Most Influential People in Accounting by Accounting Today magazine for the last four years and has been recognized by CPA Practice Advisor magazine as one of the accounting profession's Top 25 Thought Leaders for the last two years.

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. He also hosts an annual Accounting Solutions Conference and Tradeshow attended by hundreds of accounting professionals, industry leaders, and technology developers. Doug attended both the University of California Santa Cruz and Santa Clara University and holds a Bachelor of Arts in Computer Information Systems.
Chad Smith, CFP®, ChFC, CLU
Wealth Management Strategist, HD Vest Financial Services
Chad 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.
Since originally joining HD Vest in March of 1997, Chad has held various positions within the company, including recruiter, development planning consultant, regional planning consultant, and insurance specialist. He also has made several hundred client presentations with HD Vest on web conferences and phone conference calls with a program called OnVest. Outside of HD Vest, Chad had brief stays with Prudential Life and Marsh.

Chad holds a bachelor’s degree in economics from the University of Texas at Arlington. He is currently an active member of the Dallas Estate Planning council and the Dallas chapter of the FPA.
Ryan Watson
CPA, Principal, Upsourced Accounting; Cofounder, Sqrl
Ryan 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.
Chris Zerwas
Accountant, Sierra Affinity LLC
Chris 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.

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2013 PLATINUM SPONSORS
2013 GOLD SPONSORS
2013 SILVER SPONSORS
Sift Media US, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Promotional music courtesy of UniqueTracks