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FOR EXHIBITORS What To Say When Your Boss Asks "Why Are We Spending So Much On Trade Shows?"
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Management:
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Erik
Asgeirsson
Erik holds an MBA from The New York University Stern School of Business and a B.S. in Electrical Engineering from George Washington University. Earlier in his career, Erik served as a United States Peace Corps Volunteer in Tanzania.
Jon Baron
David Cieslak, CPA.CITP, GSEC
Scott
Fleszar
Scott joined Thomson Reuters in 1994 and has spent more than 17 years working directly with tax and accounting professionals in a variety of different ways including key roles in Product Support, Training and Consulting, Product Management, and Strategic Marketing. Scott’s work developing strategic customer surveys and other tools to capture market feedback has been key to driving new product development for the Tax & Accounting business of Thomson Reuters. Scott has been active in public speaking and educational seminars and has most recently been involved with developing the Thomson Reuters Thought Leadership brand of content and events designed to move the profession forward with new strategies, best practices, and relevant technologies. Scott holds a BBA in accounting from Eastern Michigan University and an MBA from the University of Michigan. Devin
Houlihan,
CPA
Steve
King
Steve has extensive consulting, marketing and general management experience with both large and small companies. Steve has served as vice president of Corporate Marketing for Macromedia, vice president and general manager of Asia Pacific for Lotus Development Corporation and vice president of marketing for Isys Corporation. He has also been the interim CEO, CMO or head of business development for 6 start-up technology companies and has served on the fiduciary or advisory boards of over a dozen companies. Steve is a senior fellow and board member at the Society for New Communications Research, a research affiliate at the Future of Work and an advisory board member at Pond Ventures. Steve has a B.S. from the University of Richmond and an MBA from Northwestern's Kellogg School of Business.
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. Al
Prentice, CFP
Al has worked with hundreds of tax and accounting professionals to introduce financial services and develop successful wealth management practices. In doing so, he has developed an expertise in the unique structural and entity setup options for tax and accounting firms, compensation strategies, succession planning and quantification models for valuing financial services firms. Prior to joining 1st Global, Al earned his Master of Business Administration in Finance from Neeley Business School at Texas Christian University. While studying at TCU, he served as analyst and administrator for the William C. Connor Foundation’s Educational Investment Fund. Additionally, Al has worked both as an Internet analyst for a Fort Worth hedge fund and as a REIT analyst for a Dallas asset management company. Al’s previous experience includes 12 years in the telecommunication industry working for Motorola and five years in the domestic oil and gas industry. In addition to his Master of Business Administration, Al earned a Bachelor of Arts and Master of Education from the University of Louisiana at Lafayette. A CERTIFIED FINANCIAL PLANNER™ certificant, Al is a registered representative who has passed the FINRA Series 7, 24 and 66 examinations. He has also successfully completed Level I of the Chartered Financial Analyst Program. Al is also a member of the Financial Planning Association (FPA) and the Investment Management Consultants Association (IMCA). Dana ‘Rick’
Richardson, CPA.CITP
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
Jill Ward
Ward joined Intuit in 2001 as the vice president and general manager of QuickBase and went on to lead the company’s vertical solutions businesses. Previously, she served as vice president of Accountant Central, responsible for strengthening Intuit’s relationships with accountants. Before coming to Intuit, Ward held senior positions at financial and business services companies, including Fidelity Investments, and Bain and Company. She holds a master’s in business administration from the Amos Tuck School at Dartmouth. In 2008, "Accounting Today" magazine named her as one of the Top 100 Most Influential People in accounting. |
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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 |
Erik
Asgeirsson was appointed President and Chief Executive Officer
of CPA2Biz in November of 2002, after holding key managerial
positions at CPA2Biz since the fall of 2000. Previously, Erik
held a variety of senior positions at AT&T in sales and
operations. In his last role at AT&T, Mr. Asgeirsson was a Sales
Director for the Business Services Division where he managed a
market segment with revenues of over $100 million and oversaw
the roll out of a number of new business services.
Jon
has more than 30 years of technology development and management
experience, providing technology solutions specifically for the
accounting profession. Prior to joining Creative Solutions (now
Tax and Accounting, a business of Thomson Reuters) in 1992, Jon
spent 17 years with CCH where he held various executive
technology development and operations positions. At Creative
Solutions, he spent six years running the technology development
department, where he was responsible for the design and
development of all products. He was appointed the president and
CEO of Creative Solutions and a member of the Tax & Accounting
Executive Committee in July of 1998. In July 2004, Jon was
promoted to the position of president of what is now known as
the Professional Software & Services unit of Tax and Accounting,
which focuses on the accounting, bookkeeping, and tax market. In
his current position, he is responsible for the Enterprise
Suite, including GoFileRoom® and GoSystem Tax RS®, as well as
the CS Professional Suite®, including UltraTax CS® and Practice
CS®. Jon holds a bachelor’s degree in accounting from Siena
College and an MBA from Boston University.
David
Cieslak is a Principal with Arxis Technology, Inc., a computer
consulting firm with offices in Southern California, Chicago and
Phoenix. He specializes in micro-computer accounting systems,
information security, the Windows operating environment,
eCommerce, handheld computing, systems development and project
management. He is currently an instructor for K2 Enterprises and
frequent speaker for the California Society of Certified Public
Accountants (CalCPA), the American Institute of Certified Public
Accountants (AICPA) and other state accounting societies. He
speaks on computerized accounting topics, information security,
handheld computing, electronic commerce, Linux and the Windows
operating environment. He has taught micro-computer classes for
California State University at Northridge and written articles
for The Quantum PC Report for CPAs, CSCPA Outlook, California
CPA, and the AICPA InfoTech Update. He is currently on the
editorial board of the CPA Technology Advisor and the California
CPA. He is a Sage ACCPAC ERP and Sage ACCPAC Plus Certified
Consultant, a Windows Certified Professional and holds the GIAC
Security Essentials Certification (GSEC).
Scott
Fleszar is vice president, strategic marketing for the
Professional division of the Tax & Accounting business of
Thomson Reuters. He is responsible for overall marketing and
strategy for the CS Professional Suite, Enterprise Suite, and
myPay Solutions product lines. Some of the major brands he
supports include UltraTax CS, Practice CS, and Accounting CS.
Devin
Houlihan, CPA (inactive) is the National Accounts Manager for
CCH, a Wolters Kluwer business. He came to CCH from a startup
software company in 2001 with the acquisition of ProSystem fx
Engagement. Over the years he has consulted with hundreds of
firms on implementing A&A and Tax workflow solutions in. Prior
to CCH, he worked as a consultant for a start-up software
company and mid-size CPA firm in Orange County, CA. Devin
received his B.S. in Accounting from San Diego State University,
CA and holds a number of technical certifications from both
Microsoft and CompTIA.
Steve is a Partner at Emergent Research. Steve's current
research and consulting is focused on economic decentralization,
the growth of small business and the future of work and
workplaces.
I
have adopted a unique approach to the service of my profession.
The first is as a consultant to public accounting firms and to
vendors seeking to serve those firms; the second is as Executive
Editor of TheTechGap -- the country’s premier digital resource
for content specifically created for the tax and accounting
profession and for vendors who seek to serve that community; and
the third, just to insure I stay completely current with the
trials and tribulations of the practicing accountant, is as
Senior Manager of Tax and Technology Consulting with the Top 25
firm of Eide Bailly, LLP.
Al
Prentice is the vice president in charge of 1st Global’s
Business Management Services (BMS) group. His responsibilities
include overseeing the development of sales and marketing plans
for BMS Advisors and affiliated firms, as well as overall
strategies for financial planning, changes in product mix and
considerations for varying economic conditions. He is also in
charge of providing leadership for 1st Global’s Business
Affiliate Services (BAS) and Business Partnership Services (BPS)
platforms, and sales across all channels for direct
participation programs. In addition, Al supervises all 1st
Global Wealth Management Academy® programs, including the WIN
Program, and product sponsor relationships.
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.
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.
As
senior vice president and general manager of the accounting
professionals division, Jill Ward leads Intuit’s efforts to
develop products and services that help accountants increase
their productivity and grow their practices. Additionally, her
teams develop programs to help accountants recommend the right
Intuit offerings to help their small business clients succeed.