James Bourke
James C. Bourke Jr., CPA, CITP, CFF, is a partner, member of the board of directors, member of the management committee and director of firm technology at WithumSmith+Brown in Red Bank. In that capacity, he oversees all technology issues and operations for the firm’s 11 offices and more than 500 employees. His responsibilities consist of network design and implementation, Internet connectivity solutions, wireless network configuration, and technological strategic planning, as well as overseeing the acquisition, implementation and training of new applications and technologies throughout the firm. In addition, Mr. Bourke is responsible for the firm’s annual technology budget. He has been a frequent speaker for the American Institute of CPAs (AICPA) and many state CPA societies on topics related to technologies employed within a CPA firm. Mr. Bourke has been consulted by numerous CPA firms throughout the United States on appropriateness of technologies being employed and has been a frequent speaker on related topics for the New Jersey Technology Council, NJ Biz magazine and other organizations. He has authored many articles on firm technology issues and was featured on covers of past issues of Accounting Technology magazine and Practical Accountant magazine. He is a member of the AICPA and the New Jersey Society of CPAs (NJSCPA). Mr. Bourke was one of the first CPAs in the nation to receive the Certified Information Technology Professional (CITP) designation from the AICPA. He is past president of the NJSCPA, past chair of the NJSCPA Chapter Operations Committee and past president of the NJSCPA Monmouth/Ocean Chapter. In addition, he is chair of the AICPA’s CITP Credential Committee, and is chair-elect of the AICPA’s Tech+ conference and current member of AICPA Council. He is also a member of the board of directors for the New Jersey Technology Council. Mr. Bourke has been named by Accounting Today as one of the Top 100 Most Influential People in Accounting for the last three years. He is licensed as a CPA in New Jersey, New York and North Carolina, and received his bachelor's in accounting from Kean University.

Alan Buckwalter
Alan M. Buckwalter is the managing principal and founder of Jefric Consulting, LLC. Jefric Consulting provides IT consulting services and custom technology solutions for small businesses. With more than 30 years of business and technology experience, Mr. Buckwalter and his staff are uniquely qualified to understand company goals and develop and execute a strategy that delivers results in a cost efficient manner. The focus is on helping companies’ value technology as a strategic asset rather than treating it as an ongoing expense. Mr. Buckwalter has experience as a member of technical staff at ATT Bell Labs, a world class research and technology company; a quantitative / financial strategist at Goldman Sachs, a leading financial services firm; and as a managing director of a global team responsible for global equity derivatives technology and equities risk technology at Bank of America. 

Jaime Campbell
Jaime Campbell, CPA, M.B.A., CTT, MCT, leads the technology training and financial modeling services at Bartolomei Pucciarelli, LLC in Lawrenceville, NJ. She provides consulting services and expert instruction on software used by CPAs and small businesses. Leveraging 12 years of teaching experience with 7 of those years in the accounting industry, Ms. Campbell keeps her industry skills fresh with special analysis projects, financial statements and tax returns. She is a Certified QuickBooks Professional Advisor, Microsoft Certified Trainer (MCT), Certified Technical Trainer (CTT) and Certified Microsoft Master, having earned the highest certifications in Excel, Word, PowerPoint and Outlook. Ms. Campbell teaches business technology courses at Princeton Adult School and gives seminars and webinars on financial and technology topics. She is a member of the NJSCPA Technology Interest Group, Financial Literacy Interest Group, and an officer on the Mercer Chapter of the NJSCPA.

Christopher Chudyk
Christopher M. Chudyk, CPA, CITP, is a partner with Traphagen & Traphagen CPAs, LLC. His expertise is in the area of individual and corporate tax returns, audits, reviews, compilations, acquisitions, computer consulting and tax planning. He is also a Certified QuickBooks Advisor and a Certified Information Technology Professional (CITP) as designated by the AICPA. A CITP is a CPA recognized for their technology expertise and unique ability to bridge the gap between business and technology. This designation is held by only 998 of more than 300,000 CPAs nationwide. Mr. Chudyk is a member of the New Jersey Society of Certified Public Accountants (NJSCPA) and the American Institute of Certified Public Accountants (AICPA), and has been chairperson of the technology committee for the Bergen Chapter of the NJSCPA. He is a graduate of Ramapo College.

Jerome Deener
Jerome A. Deener, J.D., LL.M., is a nationally recognized estate planning attorney and tax litigator at Fox Rothschild LLP. He focuses his practice in individual, corporate and estate planning, real estate and taxation. Mr. Deener has appeared before the U.S. Tax Court in cases involving complex and timely estate and gift tax issues. Prior to joining the firm, he was the senior partner and managing partner of Deener, Hirsch & Shramenko, P.C., which he founded in 1980. A frequent lecturer, Mr. Deener has presented many programs on taxation and estate planning before the New Jersey Institute for Continuing Legal Education and other professional groups, including the New Jersey State Bar Association; the Minnesota State Bar Annual Convention; the Bergen, Union and Passaic County chapters of the New Jersey Society of CPAs; and various chartered life underwriting groups. Additionally, he has appeared before national institutions, including the NYU Institute of Taxation, as well as other professional groups in New Jersey and throughout the United States. Mr. Deener regularly speaks to the media and has been quoted in articles in such publications as The New York Times, The Wall Street Journal and Forbesmagazine. He has authored the first, second and third editions of the Estate Planning Strategist (2007), a treatise published by ICLE for attorneys and accountants on sophisticated tax and estate planning topics, including recommended forms. The treatise includes articles and updates that were originally published in the Estate Planning Newsletter. He received his B.S. from Pennsylvania State University, his J.D. from Brooklyn Law School and LL.M. from New York University Law School.

Nicholas Jenner
Nicholas A. Jenner, CPA, is senior manager of quality control with MSPC, Certified Public Accountants and Advisors, P.C. His responsibilities include pre-issuance review of attestation and accounting engagements; development and implementation of quality control policies and procedures; researching of auditing and accounting positions for respective engagement teams; review and summarization of recently issued auditing and accounting pronouncements for firm-wide adoption; and coordination, development and presentation of firm training including internally developed courses. Previously, Mr. Jenner was an audit manager with Amper, Politziner & Mattia, P.C. He is a CPA in New York and New Jersey, and a member of the American Institute of CPAs and the New Jersey Society of CPAs. Mr. Jenner has written articles for New Jersey CPAmagazine. He holds a B.B.A. in public accounting from Pace University.

Gregory LaFollette
Gregory L. LaFollette, CPA, CITP is the Sr. Manager, Tax & Technology, with Eide Bailly, LLP. Previously he was executive editor of The Progressive Accountant, the country’s preeminent e-website and e-newsletter serving the tax and accounting profession. Mr. LaFollette has been involved with public accounting for nearly 40 years, first as a staff member in a large regional firm, then as partner in the local firm he founded. He was VP of Thomson Reuters Tax & Accounting and editor ofThe CPA Technology Advisor magazine. He left this post in 2009 to take responsibility for The Progressive Accountant. To insure he stays completely current with the needs of the practicing accountant, he is also a senior manager of tax and technology consulting with the Top 25 Firm of Eide Bailly, LLP. Mr. LaFollette is a national speaker for CPA societies, state bar associations, industry groups and computer user groups. He has published hundreds of articles on financial services and computer systems management, and hosts The TechGap.com, which generates thousands of page views per month. As a pioneer in the application of technology to informing his profession, he has produced and hosted hundreds of webcasts and podcasts. Mr. LaFollette completed his professional training at Augustana College and is a graduate of and a past staff lecturer at the AICPA/University of Illinois National Tax Education Program.

Bryan Lotto
Bryan Lotto is senior vice president of USI Employee Benefits. He is responsible for group benefit program growth and retention in USI’s Roseland, NJ office. Mr. Lotto specializes in developing compliant benefit solutions in the medical, dental, vision, life, disability and voluntary sectors that maintain the delicate balance between employer financial solvency and best in class employee options. He has more than 18 years of experience in the insurance industry in underwriting, marketing, management and consulting. Prior to joining USI, Mr. Lotto held executive positions at global brokers Aon and Willis, and boutique broker Frank Crystal and Co. He focuses on delivering sensible financial solutions to his clients in order to protect, manage and grow their business. He brings expertise across the entire spectrum of human resources and risk management. Mr. Lotto is a published author, noted speaker and a graduate of Oswego State University.

Michael McKenna
Michael McKenna, CPA, is a senior director with Alvarez & Marsal Business Consulting in New York, where he specializes in finance solutions. His primary areas of concentration are Sarbanes-Oxley compliance, business intelligence and shared services design/implementation. With 15 years of management consulting experience, Mr. McKenna has advised clients in the industrial products, financial services, professional services and software industries. He has led ERP implementations and merger integration planning efforts for multinational organizations and has worked on-site with project teams based in more than 10 countries in Europe, Asia Pacific and Latin America. Some of Mr. McKenna's recent engagements have included leading the international Sarbanes-Oxley compliance efforts for a global services company, designing and implementing a global network of shared services for a $6 billion products company and leading the program management office for a merger integration planning effort that required 150 team members in 40 project teams. Previously, Mr. McKenna spent two years in the finance practice of BearingPoint and 14 years with Andersen, where he was a principal in the business consulting practice. He is licensed as a certified public accountant in New York State. Mr. McKenna earned his bachelor's degree in accounting from Fordham University.

Patrick O'Keefe
Patrick J. O’Keefe is director of economic research at J.H. Cohn and serves as a strategic advisor to the firm’s chief executive officer and management committee. In addition to extensive executive experience in the not-for-profit sector, Mr. O’Keefe served as deputy assistant secretary in the U.S. Department of Labor, administering federal programs for worker training, employment-related insurance and labor market services. He was the deputy director of the National Commission for Employment Policy and worked as a consultant with the Urban Institute. A veteran of the U.S. Army, Mr. O’Keefe holds a bachelor's in economics from the University of Scranton and a master’s from the University of Utah. 

Alan Preis
Alan J. Preis, CPA, principal in Alan J. Preis, CPA, PC, conducts a practice limited to state and federal tax matters in Florham Park, New Jersey. Previously, he spent more than twenty years in the Parsippany, NJ office of Deloitte & Touche, where he was a tax partner concentrating in New Jersey and multistate tax matters. Mr. Preis is a professional resource to CPAs, attorneys and businesses in matters of New Jersey and multistate taxation. He lectures on state tax matters, and is recognized as an outstanding instructor by the American Institute of Certified Public Accountants and as a Distinguished Discussion Leader by the New York State Society of CPAs (NYSSCPA) Foundation for Accounting Education. He is the co-author and instructor of a full-day course on New Jersey taxes presented annually for the New Jersey Society of Certified Public Accountants (NJSCPA). He has chaired the NJSCPA State Taxation and Multistate Taxation committees, as well as the NYSSCPA Interstate Taxation Committee. He is a member of the AICPA Tax Division and has served on its State and Local Taxation Committee. Mr. Preis served on the Taxation Committee of the New Jersey Business & Industry Association and Governor Codey appointed him to the New Jersey Sales and Use Tax Review Commission. He received a B.A. from Columbia University and an M.B.A. from the Wharton Graduate Division of the University of Pennsylvania.

Mary Beth Raimondi
MB Raimondi, CPA, CITP, has been in practice for more than 25 years. She has used QuickBooks since the DOS version and set up all her small businesses using QuickBooks. She is an active user of QuickBooks Remote Access, QuickBooks Merchant Services and ProSeries tax software. Ms. Raimondi is an Advanced QuickBooks Certified ProAdvisor and an Intuit Solution Provider. She is also certified in QuickBooks Enterprise Solutions and Point of Sale. She is a charter member of the Intuit Training/Writing Network, a Sleeter Group Certified Consultant and has been teaching QuickBooks seminars nationally since 1999. Her focus is mainly on QuickBooks consulting, 3rd party integration and training. Ms. Raimondi holds a master's degree in taxation.

Robert Reers
Robert Reers is the national employee benefit practice leader for USI Employee Benefits and is responsible for coordinating the sales and service delivery model across the country. In this role, Mr. Reers implements best practices, evaluates and standardizes value added services and enhances the employee benefit knowledge base. With more than 20 years in the health & welfare industry, he is well versed in many employer based solutions and specializes in developing programs to improve the overall health and well being of employees, thus reducing costs and improving productivity for companies. Prior to joining USI in 2004, he was the global head of sales for Black Mountain Group, an HR outsourcing company servicing global financial organizations. Before joining Black Mountain Group, he served as the national vice president of sales for Online Benefits, a software start-up, specializing in web based enterprise solutions for benefit and human resource communications and enrollment. Mr. Reers has also served in various management roles on the insurance carrier side. He earned a bachelor of science in Finance and Marketing from Manhattan College.

Dana Richardson
Dana R. (Rick) Richardson, CITP, is managing partner of Richardson Media & Technologies LLC, a multimedia 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 two lifetime achievement awards for his contributions to the profession in the field of technology. Accounting Today magazine named him as one of the Top 100 Influential People in Accounting. 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.

Richard Seiden
Richard P. Seiden is senior vice president and benefits counsel for USI Employee Benefits brokerage and consulting operations and provides support and expertise on the regulatory and compliance issues affecting employee benefit programs. He is an employee benefits attorney with more than 35 years of experience including the development and management of legal support functions for major insurance brokerage firms. Prior to joining USI in 1992, he was a senior partner in the employee benefits practice of a major New York City law firm. Mr. Seiden is a frequent speaker and writer on employee benefit issues and is a member of the advisory board of the Journal of Compensation and Benefits and a contributor to the Employee Benefits Handbook. 

John Walsh
John Walsh, CPA, CHFP, is a member of ParenteBeard’s healthcare business services. Mr. Walsh brings more than eleven years of experience to his position. His main areas of expertise are in health care and not-for-profit entities. He has worked on numerous audit engagements of not-for-profit organizations, as well as audits in accordance with OMB Circular A-133. Mr. Walsh is involved in several committees within the Pennsylvania Institute of CPAs, the Healthcare Financial Management Association and the New Jersey Society of CPAs (NJSCPA), and is currently a leader of the NJSCPA Health Care Interest Group. He also is a member of ParenteBeard’s National Quality Team, serving as a liaison between healthcare business services and the national quality office. Mr. Walsh is a graduate of Bloomsburg University of Pennsylvania.