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FOR EXHIBITORS
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Dr. Chandra
Bhansali
Robert Gaby,
CPA, CITP, MCP
Bob received his Bachelor of Science degree in Business Administration with emphasis in Accounting and Finance from California State University at Northridge in 1981. He is a Certified Public Accountant, Certified Information Technology Professional, and holds a Microsoft Certified Professional designation. He and his firm are resellers, developers and consultants for several top-selling accounting systems including Sage MAS90/200, MAS500 and Sage Accpac ERP and Sage CRM. ATI has qualified for Accounting Technology magazine’s “VAR 100” for the last seven years and has been recognized by Accounting Today as a “Technology Pacesetter” for the last eight years. Bob has been a presenter for the California Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Information Technology Alliance (ITA), the Society of California Accountants, the Institute of Management Accountants, state computer shows, local user groups and colleges, and is an associate instructor for K-2 Enterprises. He has written and taught courses on Microsoft Windows, information systems, accounting systems, office automation, wireless technology, security, database selection and network implementation. He is the past chair of the CSCPA State Technology Committee and former Program and Chapter Chairman of the Los Angeles CSCPA Westside Technology Users Group. He has also served as a member of various other CSCPA and ITA planning committees for courses, conferences and computer shows. Bob lives in Santa Clarita, California with his wife and three children. In his spare time he enjoys camping, hiking and coaching basketball. He currently serves in an advisory capacity to several community and civic organizations.
Mike Herlihy
Gregory L. LaFollette, CPA.CITP
I was the Executive Editor of The CPA Technology Advisor, the country's leading print publication dedicated to the application of technology to public accounting until I left that post in 2009 to slow down. Formerly I was VP at Thomson Creative Solutions and Tax & Technology partner at LaFollette, Jansa, Brandt & Co., LLP. I served on the AICPA CITP Credential Committee (Chair), the National Accreditation Commission (ad hoc via the Credential CITP Committee), the Top Technologies Task Force, and the TECH+ Planning Committee. I completed my professional training at Augustana College . I am a CPA and a CITP and also a member of the AICPA Information Technology Division. I am a national speaker for CPA societies, industry groups, and computer user groups and have published hundreds of articles on financial services and computer systems management. I host dozens on webcasts every year and record a series of regularly scheduled, recurring podcasts. My wife, Kaye, and I have one grown daughter and choose to live in our hometown of Sioux Falls, SD. Dana ‘Rick’
Richardson, CPA.CITP
M. Darren Root, CPA.CITP
With more than two decades working in the tax and accounting profession, Darren's vision for the structure and functionality of the modern accounting firm and his pragmatic, engaging style have made him one of the most sought after presenters in the tax and accounting profession. Viewed as a technology and workflow expert, he is a frequent speaker at numerous conferences, tradeshows, and industry-related events. He is also a frequent guest lecturer at Indiana University's Kelley School of Business. Darren holds CPA and CITP (Certified Information Technology Professional) certificates. He is an AICPA CITP Credential Committee Board Member, and has served on the Board of Directors for the Indiana CPA Society. Mike
Sabbatis
Previously, Sabbatis was the executive vice president of sales and marketing for Wolters Kluwer Tax & Accounting. During his 27 years in the software, technology and information industries, Sabbatis has successfully led activities in strategic planning, business development, marketing, consulting and sales. This has included positions as vice president of business development for CCH Tax Compliance; vice president of business development and strategic accounts as well as vice president of sales and consulting for Thomson Tax and Accounting; and Chief Marketing Officer for Advantage MOTI, a division of Datamatics. He is consistently recognized as one of the Top 100 Most Influential People in the tax and accounting profession. Douglas
Sleeter
The Sleeter Group Consultants network is the largest network of its kind, serving hundreds of thousands of small businesses throughout the US and Canada. In addition to providing accounting software setup, troubleshooting, and training services, the network is a Value Added Reseller channel for software companies who need qualified consultants and VARs to sell, install, and support their products in the marketplace. He is the host of the Sleeter Group's annual Accounting Software Consulting Conference, bringing together consultants and software developers from across the US and Canada. Doug is the author of over 40 QuickBooks reference books and courseware materials and writes a regular column, The QuickBooks Advisor for The CPA Technology Advisor magazine. Contact Doug at doug@sleeter.com. Randi
Sorenson, CPA, CFE
Randi is also a Certified Fraud Examiner through the Association of Certified Fraud Examiners. In her role as CFE she has taken a keen interest in training her clients in Asset Protection. She has also worked with clients in uncovering fraud and asset misappropriation. As a member of the Intuit Trainers and Writers Network she is honored to present other CPA’s with tools to fully utilize the QuickBooks financial software in working with their clients. She has authored Accounting Practice Sets for an accounting course at the University level; as well as articles for publication. Randi is an Adjunct Instructor at California Lutheran University in Thousand Oaks, California, teaching courses in accounting.
Adrian B. Stern
Shari Willman
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Flagg Management, Inc - 353 Lexington Ave, New York, NY 10016 - Tel. (212) 286-0333 Fax (212) 286-0086 - flaggmgmt@msn.com |
Dr. Chandra Bhansali,
Ph.D., is co-founder of AccountantsWorld with his wife Sharada
Bhansali. Both have been serving the accounting profession for
the past 25 years. AccountantsWorld is a leader in developing a
new breed of web-based accountant-centric solutions that let
accountants work collaboratively with their clients while
remaining in full command. This new capability helps accountants
gain better control over their client engagements, save time,
better serve their clients, and grow their business. For the
past five years, Chandra has been named one of the 100 Most
Influential People in Accounting by Accounting Today.
Robert
(Bob) Gaby, CPA, has over 29 years of technology consulting and
public accounting experience. He is a founder and principal in
Arxis Technology, Inc. (ATI), a management and technology
consulting firm located in Simi Valley, California. He is also a
partner in Arxis Financial, Inc., a full service accounting firm
affiliated with ATI. Bob and his firm specialize in the
implementation, integration and support of mid-market accounting
and business management solutions and the development of custom
applications for manufacturing, distribution and various service
based industries.
Mike
Herlihy, Senior Director of Product Management for Tax & Accounting
business of Thomson Reuters, has over 18 years of professional
experience and has been serving the accounting industry since 2002.
He was a founding member of the management team that launched
GoFileRoom (document management and workflow solutions) to the CPA
market. He developed a Consulting Practice with a focus on
implementing Thomson Reuters software and leveraging best practices
to achieve maximum efficiencies with firms in the Mid Market and
Enterprise segments. In Mike’s current role, he represents all
Thomson Reuters products and solutions from a holistic workflow
perspective and has responsibility for strategic relationships. Mike
has a degree in Computer Science and MBA in Management Information
Systems and is a certified as a Project Management Professional (PMP)
from the Project Management Institute.
Dana
"Rick" Richardson is president of Richardson Media &
Technologies, a multi-media and strategic technology consulting
company. Prior to forming his current company, he had a 28-year
career in technology with Ernst & Young, the last twelve years
of which he served as National Director of Technology. Mr.
Richardson has been named to the "Technology 100" the annual
honors list of the 100 key achievers in technology in America
and honored by the American Institute of CPAs with a lifetime
achievement award for his contributions to the profession in the
field of technology. He is a sought after speaker around the
world, providing his annual forecast of future technology trends
to thousands of business executives, professionals, community
leaders, educators and students.
M.
Darren Root Co-Founder and Managing Partner, RootWorks, LLC;
President, Root & Associates, LLC; Executive Editor, The CPA
Technology Advisor magazine. As the owner of a highly
successful accounting firm, CEO of RootWorks, and the Executive
Editor of The CPA Technology Advisor, Darren understands
first hand the challenges that face accounting firms.
Mike
Sabbatis is President of CCH, a Wolters Kluwer business, a
leading provider of tax, accounting and audit information,
software and services. At CCH, Sabbatis leads the U.S. and
Canadian businesses in serving as a strategic partner in
delivering innovative, customer-focused online solutions for
professionals. Under Sabbatis, CCH has invested at record levels
in its solutions, and he has led the development of CCH’s next
generation research and software platforms. In 2009, CCH
launched the innovative and award-winning new IntelliConnect
research platform, as the company also prepared to deliver its
next generation suite of software solutions. As President,
Sabbatis has significantly expanded CCH’s presence in both the
professional CPA and corporate markets, and has led the
extension of the ProSystem fx Suite across Asia Pacific, Canada
and Europe.
Doug
Sleeter is the Founder of The Sleeter Group, a national network
of accounting software experts. In 2008 and 2009, Accounting
Today magazine named him as one of the Top 100 Most Influential
People in Accounting.
Randi
Sorenson, CPA, CFE is President of Sorenson Business Consulting,
Inc. She has been a business and accounting consultant for the
past 15 years. She works with small to midsized businesses,
setting up accounting and point of sale departments. She
develops policies and procedural systems so that clients can
manage their business finances on their own or with a staff. Her
past experience as a controller for a large Mortgage Banking
firm has ensured that she knows what it takes to run an
accounting department.
Adrian
Stern, a California CPA, has been a highly acclaimed speaker at
the California Accounting & Business Show for many years. He a
featured speaker for other State CPA Societies including the
Massachusetts, Missouri, Washington, and the national conference
sponsored by the AICPA. He is a Certified Forensic Accountant.
He has designed and installed local and wide area Network
systems for CPA firms. He has implemented wireless communication
networks for various s hand-held devices. He has a consultation
practice in real estate, managing real estate and related
accounting issues. He is an expert witness regarding computer
systems, damage calculations, loss of earnings, and professional
malpractice cases. Adrian regularly consults businesses
regarding valuations, mergers and acquisitions, as well as
accounting and auditing for manufacturing, distribution and
professional service clients. He has had extensive California
CPA Society committee and chairmanship positions, as well as
teaching and lecturing programs with the CPA profession.
Shari
Willman