April 29 — 30, 2015 | Pennsylvania Hotel, New York, NY
2015 New York Accounting Show & Conference
The 7th annual largest meeting of accounting professionals in New York each year.
Richardson Media & Technologies
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
President & CEO
Erik Asgeirsson is a technology industry veteran with expertise in cloud computing , e-commerce and business expansion. He has led CPA.com, the technology subsidiary of the American Institute of CPAs, since 2002.
During Erik's tenure, CPA.com has posted strong financial results and added several new lines of business, including a package of leading, cloud-based software solutions that help transform client services for accounting firms. In addition, CPABiz.com has become the leading e-commerce site for the CPA profession and one of the top 500 online stores, as ranked by Internet Retailer.
Erik believes the rise of always-available data through the cloud, coupled with the maturing capabilities of smartphones and other mobile devices, represents a significant opportunity for small- and medium-sized firms to improve client service and boost profits. It's an approach he embraces for his own business, as CPA.com uses the same programs it offers to CPA firms to automate payroll, billing, tax and accounting workflows.
Erik is regularly listed in Accounting Today's annual Top 100 Most Influential People in the CPA Profession, and is a member of the DigitalNow Advisory Group, which counsels association leaders on opportunities in the digital age.
Before joining CPA.com, Erik held a variety of senior positions at AT&T in sales, product management and operations. Erik holds an MBA from The New York University Stern School of Business and a B.S. in Electrical Engineering from George Washington University. Early in his career, he served as a Peace Corps volunteer in Tanzania.
He lives in Rye, N.Y., with his wife and three daughters. In his spare time, Erik is an enthusiastic sailor and skier.
James C. Bourke
James C. Bourke, Jr., CPA, CITP, is a Shareholder and Director at WithumSmith+Brown. Mr. Bourke is currently the President of the NJSCPA. He has served on the NJCPA Board of Trustees as secretary, as a member of the NJSCPA Litigation Services, Legal Profession Liaison and Committee Operations committees and as chairperson of the Chapter Operations Committee. Mr Bourke has served as president, vice president, secretary treasurer and director of the NJSCPA Monmouth-Ocean Chapter and also served as chairperson for various Monmouth/Ocean Chapter committees. In addition, he serves on the AICPA's CITP Credential Committee and is the current chair of their State Society Reach Out Committee. He is an active board member of the New Jersey Technology Council and serves on the advisory council of a regional bank. Mr Bourke is a frequent author on CPA firm technology issues for our industry's trade publications and speaks at many state society conferences and seminars throughout the country on topics or current technology trends in CPA firms, as well as the specific technologies effecting our profession. Bourke earned his B.S. in Accounting from Kean University.
The Sleeter Group
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.
MB Raimondi, CPA
CITP, MS Taxation
Intuit Solution Provider
MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation is an Advanced QuickBooks Certified ProAdvisor as well as an Intuit Solution Provider. She holds certifications in Enterprise and POS and is a Sleeter Group Certified Consultant and a member/instructor of the National Advisor Network. She is also a charter member of the Intuit Training/Writing Network. She has used QuickBooks since the DOS version and has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999. The focus of her practice in Trumbull, CT has migrated from a full time tax and accounting practice to mainly QuickBooks consulting, 3rd party integration and training.
Daniel Hood is editor-in-chief of Accounting Today, where he has worked for 16 years, including 14 as managing editor. A graduate of Georgetown University, he has also served as a business editor for the New York Daily News, and as a production editor for The Wall Street Journal Europe. He is the author of five novels and a guidebook to New York City.
Strategic Advisor, CPA.com
Greg LaFollette is a consultant, speaker, and an acknowledged expert in the area of technology and accounting. After beginning his career as a CPA in the 1970's in public practice, he quickly developed an interest in technology and how it impacts the public accounting space. Greg was an early adopter of Webcasting and Podcasting, and the founder (in 2004) of The Tech Gap, the first blog dedicated specifically to area of tax and technology. His interdisciplinary career path has allowed Greg to bring a 360° perspective to many of the issues of modern accountancy, including Change Management, Technology Trends, Disruptive Technology, and other areas impacting CPA's and their clients. In 2010 Greg LaFollette was named as one of Accounting Technology's Top 25 Thought-Leaders, and in February, 2011 he was named to the CPA Practice Advisor's "Hall of Fame".
Greg began his career in Sioux Falls, SD after completing his professional accountancy training at Augustana College. While still in public practice, Greg was offered and accepted a position on the Thompson Reuters Creative Solutions Advisory Board. In 1998, Greg left public practice and Sioux Falls in order to join Thompson Reuters full time, moving to Ann Arbor when he accepted the position of Vice President of Product Strategy. In 2004, Greg left Thompson Reuters to open a private consulting practice, and shortly thereafter accepted a position as Executive Editor of the CPA Technology Advisor (an official publication of the National Society of Accountants). Greg's tenure at the CPA Technology Advisor (now known as the CPA Practice Advisor) lasted through 2009, and in 2010 he accepted a position as VP Product Strategy with CPA.com, a subsidiary of the American Institute of CPA's. Although Greg has retired from the position as of January 2014, he maintains an ongoing relationship with CPA.com in an advisory capacity.
Greg continues to travel for consulting and public speaking purposes, giving keynotes for state and national CPA conferences throughout the United States. He is currently a member of the Subject Matter Panel on Technology for the Journal of Accountancy, and serves as Vice- Chair of the Board of Ethics for the city of Sioux Falls, where he once again resides. When he is not on a plane to somewhere, Greg enjoys volunteering as a high school Oral Interp coach, spending time with his family, exercise, and serving on the Boards of Directors of local theatre and social service agencies.
Robert L. Goldfarb, CPA
Principal, Janover LLC
Chairman, LI Tax Professionals Symposium, NCCPAP
Bob is a recent past President of the National Conference of CPA Practitioners and served as Chair of the Issues Committee. Bob recently completed a term as a member of the AICPA Council. Currently, Bob is a member of the New York State Board of Accountancy with a term ending on October 31, 2016. He was included in Accounting Today's listing of the 100 Most Influential People in Accounting for two years. Bob is a certified financial planner, a certified fraud examiner, and a Principal at Janover, LLC. He was recently recognized as "Businessperson of the Year" for his service while president of the Great Neck Chamber of Commerce. Bob was Tax Manager with Price Waterhouse and then headed his own firm before becoming the Managing Partner in the firm Schoenfeld Mendelsohn Goldfarb, LLP. Bob recently merged into Janover, LLC. Bob is a Diplomat of the American Board of Forensic Examiners, Diplomat of the American Board of Forensic Accounting, a member of the American Institute of Certified Public Accountants and a member of the New York State Society of Certified Public Accountants.
Author of six books, Bob holds degrees from Hofstra University, Pace University and Adelphi University, where he served over 20 years as a senior adjunct professor. Bob has raised over $30,000 for the Leukemia and Lymphoma Society by participating in triathlons and over $15,000 on bicycle rides from Boston to New York for Aids Research. He recently completed an Iron Distance Triathlon in Sandusky, Ohio. Bob resides with wife Linda in East Meadow, New York.
Brian Siet, CPA
Sr Mgr Strategic Relationships Tax & Accounting US
Brian Siet is a Senior Manager, Strategic Relationships at Wolters Kluwer Tax & Accounting US. Siet’s primary focus is building and expanding strategic relationships with professional associations and accounting organizations to drive increased value to individual firms. Prior to joining Wolters Kluwer, he worked for CBIZ Tofias for eight years in the accounting and audit department and the tax department. During this time, he was instrumental in implementing policies and procedures with the firm’s workpaper management system, CCH® ProSystem fx® Engagement, as well as other accounting and audit and tax solutions.
Siet joined Wolters Kluwer in 2005, consulting firms on policies and procedures utilizing CCH® ProSystem fx® Engagement. From 2006 to 2008, Siet was a Solution Architect/pre-sales engineer and was promoted to Division Sales Manager for the Solution Architect team. During this time, Siet managed and coached teams who support and assist the sale of software and research solutions to wide audiences, specifically accounting firms. Siet has participated in many leadership programs as well as co-led the completion of the organizations first career path program, focusing on development and career advancement.
Product Mgr-Accounting CS
Thomson Reuters Tax & Accounting
Louie Calvin is a Product Manager responsible for the Accounting CS product family within Thomson Reuters. Louie works hard to maintain perspective on the real-world activities of tax & accounting professionals – and their daily challenges – so that Thomson Reuters tax compliance solutions can provide unrivaled productivity gains to professional accounting firms. In this role, Louie manages all aspects of launch planning, competitive intelligence, and product positioning including pricing, customer retention and providing marketing collateral as it relates to Accounting CS.
Louie has a strong background of the Accounting Industry, having spent 16 years helping firms with technical problems, acquisitions, on-boarding new clients, and training staff. Louie holds a bachelor's degree in accounting from Adrian College.
Sandra Johnson, CPA
Sandra Johnson, CPA PC
Sandra Johnson is CEO of Sandra G. Johnson, CPA, P.C. located in Bellmore, New York. A sole practitioner with four employees, her business focuses on individuals, nonprofits and the unique needs of small businesses.
Sandy is the current President of the National Conference of CPA Practitioners (ncCPAp) and a frequent lecturer on MAP-related topics. She is a member of NYSSCPA and the Association of Certified Fraud Examiners. Sandy is past president of both the Long Island Center for Business and Professional Women and the Chamber of Commerce of the Bellmores. Sandy recently retired from teaching, having taught Accounting and Business Management at SUNY Old Westbury and Five Towns College. She lectures on various business topics at Hofstra University’s Continuing Education College, the Small Business Development Center at SUNY Farmingdale and at various local clubs and organizations.
Sandy is a Certified Public Accountant, licensed in the state of New York, an Enrolled Agent with the Internal Revenue Service and a Certified Fraud Examiner. She is the 2010 recipient of the Town of Hempstead Pathfinder Award in Business; 2010 recipient of the NYS Assembly Women of Distinction Award; 2010, 2011 and 2012 winner of the LI Press Best of LI contest in the Accounting Firms and CPA categories; and the 2007 recipient of the Nassau Council of Chambers of Commerce Small Businessperson of the Year award.
Justin M. Schafer
Reg Bus Dev Officer
Bank of America Practice Solutions
Justin is the Regional Business Development Officer for Bank of America Practice Solutions new CPA Division. Justin specializes in CPA specific financing for practice sales and purchases, office improvements and expansion, business debt consolidation, equipment financing, lines of credit and commercial real estate. Prior to joining Practice Solutions, Justin practiced law as an associate in the Business, Corporate & Securities divisions at the regional law firm of Brouse McDowell. Before his employment at the law firm, Justin served as an extern for the Honorable Judge Edmund A. Sargus, Jr., of the U.S. District Court for the Southern District of Ohio. Since 1996, Practice Solutions has assisted over 25,000 professionals in starting or acquiring a practice. Overall, Practice Solutions has more than 57 million customers as well as nearly 500 business relationships with medical, dental and veterinary and soon to be CPA Associations. Practice Solutions philosophy is simple: serve CPAs by offering them the opportunity to enjoy superior value with exceptional service.
Max T. Krotman, Exq
Max Krotman, JD, Managing Partner of Globalforce International, is a distinguished attorney, specializing in sales, mergers, and acquisitions. After graduating Columbia Law School with highest honors (Law Review; Harlan Fiske Stone Scholar), Mr. Krotman became an associate at Cravath, Swaine & Moore, one of the most respected law firms in the country. While at Cravath, he completed billion dollar transactions for Fortune 500 clients.
He has orchestrated accounting practice affiliations with values ranging from $50,000 to as much $11,000,000. Large or small, every client gets Mr. Krotman's full attention and the total use of his impressive skills.
In the last decade, Mr. Krotman has concentrated on evaluating tax and accounting practices and advising clients on how to maximize their value. He is the author of numerous articles and the definitive book on the subject. He has written for many Accounting Journals across the country and co-authored for PPC, Buying and Merging CPA Firms. His vast knowledge and hard work have made him the outstanding authority on all facets of this field.
Bay Street Group LLC
Rick Telberg brings a unique background and perspective to the accounting, tax and finance community. He is a veteran editor, publisher, media executive, analyst and commentator on the profession. As principal and founder of Bay Street Group LLC, Mr. Telberg develops and builds research, marketing, communications, e-commerce and custom publishing strategies and programs for accountants and the vendors who support them.
But he is probably best known currently for his work at the American Institute of Certified Public Accountants, where he is Editor at Large, Director of Online Content and Editorial Director of Custom Publishing. His weekly At Large column in the AICPA Insider is the most widely read commentary in the profession, distributed electronically to all members of the Institute. And his most recent research and commentary can be found at his web journal, www.telberg.com.
Gail Perry, CPA
CPA Practice Advisor Gail Perry is the U.S. Editor-in-Chief at Sift Media and oversees the content on two web sites: AccountingWEB.com and GoingConcern.com. She also speaks at many accounting events, trade shows, and web seminars. Perry is the author of 30 books (the latest is Mint.com For Dummies), teaches an online personal finance course, and maintains a small tax practice. She is a graduate of Indiana University where she got a bachelors degree in journalism. She returned to school to study accounting at Illinois State University, got her CPA, and worked for Deloitte in the Chicago tax department. She also taught a college-level introductory accounting class and was on staff at the Indiana CPA Society as a computer applications instructor. Gail was a contributing editor for Accounting Today magazine for five years and a newspaper columnist for the Indianapolis Star before taking over the helm at AccountingWEB.