April 29 — 30, 2015 | Pennsylvania Hotel, New York, NY
2015 Accounting Technology New York Show & Conference
The 7th annual largest meeting of accounting professionals in New York each year.
CPA, CITP, CGMA,
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.
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.
Sr Product Line Mgr
Wolters Kluwer, CCH
Jerry Connor is a Product Line Manager for Wolters Kluwer, CCH. He currently has Product Management responsibility for CCH Access, the tax and accounting profession's first modular cloud-based tax preparation, compliance and firm management solution.
Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also facilitates the Sage Leadership Academy, a year-long program designed to assist Sage Software partners develop a continuous process of improvement in their organizations and serves as liaison to the Sage Leadership Academy Alumni Association.
Prior to joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. In 1996, he co-founded Third Wave Business Systems, a Microsoft Dynamics GP partner that grew to 20 team members and $5 million in revenue. At Third Wave, Ed developed the implementation methodology and led the CRM and ERP consulting teams.
Ed is a frequent contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA), Toastmasters, and is a senior fellow at the VeraSage Institute. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 as a Libertarian.
Follow him on his blog at www.edkless.com or on Twitter @edkless.
MBA, Product Mgr, Web
Svcs & Mobile,
Christina E. Kellerhals, MBS serves as Product Manager - Web Services & Mobile Technologies for the Tax & Accounting business of Thomson Reuters. Christina has over 13 years of experience with Thomson Reuters, and works closely with the sales, marketing, training, development, and support areas to deliver quality web and mobile solutions to tax and accounting firms via the CS Professional Suite and Enterprise Suite. She holds a master's degree in IT Management from Colorado Technical University and a bachelor's degree in Management Information Systems, and is a certified product management professional accredited by Pragmatic Marketing.
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.
Justin M. Schafer
Reg Bus Dev Officer,
Bank of America
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.
Director of Product
Samir, an Intuit veteran of 12 years, is director of product management for Intuit's Small Business Group. He currently leads the company in managing all of Intuit's professional accounting products, both online and desktop. In this position, Samir holds two roles: (1) as a thoughtful and innovative product manager and (2) a customer advocate to ensure Intuit is developing the products and services accounting professionals want and need to help them grow their practices and be more efficient in the work they do. Samir is a recipient of the Intuit CEO Innovation Award for his work related to the development of Client Data Review within QuickBooks Accountant. Samir holds a bachelor's degree in engineering from Pennsylvania State University and a master's in business administration from Stanford University. In both 2011 and 2012, CPA Technology Advisor selected Samir as a "40 Under 40" leader. Outside of work, Samir loves to play volleyball and basketball, go hiking and travel the world with his wife and two children.
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.
CPA, Owner, A Parness
Andrea Parness, owner of A. Parness Company, a small CPA firm based in Belle Harbor, Queens, NY, has been in public accounting for over 30 years. Her firm offers a broad range of traditional and non-traditional services including personal, corporate, and estate tax services, reviews and compilations of financial statements, and outside comptroller-ship services. Prior to starting her own firm in 1985, she was a partner in a small CPA firm located in Great Neck, NY and worked as an internal auditor and financial analyst for a Fortune 500 company.
She is a member of the National Conference of CPA Practitioners (NCCPAP) Nassau –Suffolk Chapter, the AICPA and the New York State Society of Certified Public Accountants (NYSSCPAS). She currently serves on the Long Island Tax Symposium Executive Committee. She also services as a board member of the Nassau\Suffolk Chapter of NCCPAP and the Education Foundation of the Nassau\Suffolk Chapter of NCCPAP
Andrea has been interviewed by NPR and NY1 regarding casualty losses and disaster prevention strategies for businesses. She continues to consult with local tax practitioners, representatives of the NYS Small Business Development Centers and local business owners regarding various aspects of casualty loses and applicable grant and loan programs.
Andrea received her B.A. in accounting from CUNY – Queens. She is known for starting each day running on the beach and emailing out pictures of the sunrise.
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.
Robert L. Goldfarb
CPA, Principal, Janover LLC
Chairman, Long Island Tax
Profs 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.
CPA, Founding Partner,
AppSolute Consulting Grp
Bruce Baron is a founding partner of AppSolute Consulting Group.
Sandra Johnson, CPA PC
Sandra G. Johnson, CPA, EA, CFE graduated from SUNY College at Old Westbury with a BS in Accounting. She is the president of Sandra G. Johnson, CPA, P.C., an accounting and tax practice located at 206 Pettit Avenue, Bellmore, NY 11710.
Sandy has done extensive lecturing on various business and tax topics. Her lectures have been presented at the Long Island Tax Symposium, National Conference of CPA Practitioners, NYS Society of CPAs, Hofstra University's Continuing Education College, the Small Business Development Center at SUNY Farmingdale and at numerous local clubs and organizations. She was an adjunct professor at SUNY College of Old Westbury and Five Towns College, teaching accounting and business management.
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, the 2010 NYS Assembly Women of Distinction Award, 2010, 2011 and 2012 winner of the LI Press Best of LI and the 2007 recipient of the Nassau Council of Chambers of Commerce Small Businessperson of the Year award.
Max T. Krotman
Esq., Managing Partner
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.
Paula A. Sheppard
Paula A. Sheppard, CPA
For more than thirty seven (37) years, Paula A Sheppard has assisted hundreds of public and closely-held companies as well as attorneys, with business planning, acquisitions and sale of businesses, litigation support, computerization, representation at tax audits, as well as, financial planning and consulting.
Her Big Five experience in tax as well as audit has ranged from publicly held corporations to the needs of individuals, partnerships, trusts and estates. In many instances, she has worked in conjunction with other accounting firms accumulating information and preparing documentation needed to support their services.
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.
CPA Practice Advisor
Publisher of CPA Practice Advisor, Jim Baker manages the overall direction of the magazine, web site, newsletters and events. Bringing over 11 years of experience, Baker has over seen the rebranding of the publication, re-launch of the web site and launched CPA Weekly Advisor. CPA Practice Advisor is the definitive source of information for tax and accounting professionals in public practice. Baker focuses on delivering the information accountants need to adopt new techniques and technologies into their firms. This allows accountants adapt their business practices to better manage and grow their practice. Even practitioners in private practice findCPA Practice Advisor a highly valued resource.
Wiss & Company, LLP
Ross Kass, CPA
Jablons, Kass and Company, CPAs
Ross S. Kass CPA, CCP, FABFA is the President of Jablons, Kass and Company CPA’s P.C., a member of the Island Tax and Accounting Group, LLC with offices in Melville, New York. He is also an owner and the CFO of the Goldcrest Transportation Ltd. group of companies, Long Island’s premier luxury transportation companies. Ross is a former computer systems auditor from Arthur Young and Company. He graduated from Bentley University with degrees in Accounting and Computer Systems.
Ross has served in numerous capacities as an officer, director and committee chair of the National Conference of CPA Practitioners and the Nassau/Suffolk Chapter thereof. He has headed the IRS District Director’s Liaison committee. Ross is the founder of the Long Island Tax Practitioner Symposium, an annual event that brings multiple accounting organizations together with the Internal Revenue Service for an educational and networking event. Ross is a life-fellow of the American Board of Forensic Examiners, member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants and the Institute for the Certification of Computer Professionals.In his spare time, Ross enjoys spending time with his wife Patti and children Michael, Megan & Dani, riding his motorcycles and taking photographs.