Gene Marks is a columnist, author, and small business owner. Gene writes every day on business, politics and public policy for the Washington Post and weekly for Forbes, Inc. Magazine, Entrepreneur and the Huffington Post. Gene has written 5 books on business management, specifically geared towards small and medium sized companies. Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses. Prior to starting the Marks Group PC Gene, a Certified Public Accountant, spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a Senior Manager.

Nationally, Gene appears on Fox News, MSNBC and CNBC discussing matters affecting the business community. Through his keynotes and breakout sessions, Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies so they can make profitable decisions.

Doug is a lively and energetic speaker—especially on the subjects of taxes and ethics. He has been a highly-rated speaker and seminar leader for CPA associations and other organizations throughout the country for more than 15 years. He has more than 25 years of professional experience in both CPA firms and law firms. For more than 12 years, Doug taught several accounting and tax courses for Grand Valley State University, Hope College, and Davenport University, and has served as a speaker for the Michigan Association of CPAs.

Doug is a lively and energetic speaker—especially on the subjects of taxes and ethics. He has been a highly-rated speaker and seminar leader for CPA associations and other organizations throughout the country for more than 15 years. He has more than 25 years of professional experience in both CPA firms and law firms. For more than 12 years, Doug taught several accounting and tax courses for Grand Valley State University, Hope College, and Davenport University, and has served as a speaker for the Michigan Association of CPAs.

Doug is a lively and energetic speaker—especially on the subjects of taxes and ethics. He has been a highly-rated speaker and seminar leader for CPA associations and other organizations throughout the country for more than 15 years. He has more than 25 years of professional experience in both CPA firms and law firms. For more than 12 years, Doug taught several accounting and tax courses for Grand Valley State University, Hope College, and Davenport University, and has served as a speaker for the Michigan Association of CPAs.

Jon F. Kirchoff, Ph.D. (University of Tennessee, 2011) is an Associate Professor of Supply Chain Management at East Carolina University in Greenville, North Carolina. His primary areas of research include sustainable supply chain management, healthcare supply chains, and functional integration. He has published articles in Journal of Operations Management, Journal of Supply Chain Management, International Journal of Physical Distribution and Logistics Management, Journal of Purchasing and Supply Management, and other academic outlets. Prior to academia, he worked 15 years in global purchasing and logistics management at several Fortune 500 companies, including Mercedes-Benz U.S. International and Dish Network

Carolyn Woodruff, J.D., CPA, CVA is a North Carolina Family Law Specialist and President of the preeminent Woodruff Family Law Group in Greensboro, North Carolina. She was graduated from Duke Law School with High Honors where she served as Research and Managing Editor of the Duke Law Review. As a North Carolina CPA, Carolyn has been a trailblazer in the area of business valuation and is a frequent writer and lecturer on business valuation and federal taxation. Carolyn is a Certified Valuation Analyst having met the requirements of this designation by the National Association of Certified Valuators and Analysts®. She serves on the public board of Blue Ridge Bankshares, Inc. (BRBS). Ms. Woodruff is on the FinTech committee of Blue Ridge. She holds a FinTech certification from Harvard Business School. She holds AICPA badges in Blockchain and Cybersecurity. She was the first North Carolina female fellow in the distinguished American College of Tax Counsel. She is an instrument-rated multi-engine airplane pilot and avid ballroom show dancer.

Dr. Holly Sullenger is an award-winning, internationally renowned veteran in the fields of corporate speaking, training, and consulting. She offers expert speaking and training opportunities in the areas of leadership, professional development, and technology.

Dr. Holly has worked with individuals representing a vast array of different occupations and industries. She is known for being able to present high-level topics in ways that make the content easy to understand, to assimilate, and to act on. Dr. Holly’s passions include prompting “light bulb moments” in her participants, and helping professionals stay relevant in their fields.

Dr. Holly has a PhD in Adult, Workforce and Continuing Professional Education from NC State University, as well as degrees in Adult Education, Business Management, Computer Science and Liberal Arts. This enables her to combine an in-depth knowledge of business and industry with adult-education techniques and infused humor in order to bring unparalleled knowledge and assistance to those she partners with.

Doug is a lively and energetic speaker—especially on the subjects of taxes and ethics. He has been a highly-rated speaker and seminar leader for CPA associations and other organizations throughout the country for more than 15 years. He has more than 25 years of professional experience in both CPA firms and law firms. For more than 12 years, Doug taught several accounting and tax courses for Grand Valley State University, Hope College, and Davenport University, and has served as a speaker for the Michigan Association of CPAs.

Jon F. Kirchoff, Ph.D. (University of Tennessee, 2011) is an Associate Professor of Supply Chain Management at East Carolina University in Greenville, North Carolina. His primary areas of research include sustainable supply chain management, healthcare supply chains, and functional integration. He has published articles in Journal of Operations Management, Journal of Supply Chain Management, International Journal of Physical Distribution and Logistics Management, Journal of Purchasing and Supply Management, and other academic outlets. Prior to academia, he worked 15 years in global purchasing and logistics management at several Fortune 500 companies, including Mercedes-Benz U.S. International and Dish Network

Kelley C. Long, CPA/PFS, CFP® is an unbiased financial wellness coach, speaker and consultant with an expertise in healthcare financial literacy. She’s written several articles for the Journal of Accountancy, has been published in the Wall Street Journal, is a contributing writer for TheStreet and a former contributor to Forbes online. Based in Tucson, Arizona, her life’s mission is to de-mystify money, particularly for women and non-traditional couples.

Dr. Holly Sullenger is an award-winning, internationally renowned veteran in the fields of corporate speaking, training, and consulting. She offers expert speaking and training opportunities in the areas of leadership, professional development, and technology.

Dr. Holly has worked with individuals representing a vast array of different occupations and industries. She is known for being able to present high-level topics in ways that make the content easy to understand, to assimilate, and to act on. Dr. Holly’s passions include prompting “light bulb moments” in her participants, and helping professionals stay relevant in their fields.

Dr. Holly has a PhD in Adult, Workforce and Continuing Professional Education from NC State University, as well as degrees in Adult Education, Business Management, Computer Science and Liberal Arts. This enables her to combine an in-depth knowledge of business and industry with adult-education techniques and infused humor in order to bring unparalleled knowledge and assistance to those she partners with.

Jack Schmoll has spent his entire 28-year career in state and local taxation. He worked nine years with the Washington State Department of Revenue and has work 19 years in public accounting. He works extensively with other accounting firms, helping them provide the state and local tax expertise their clients need. He enjoys working with North Carolina issues, but works regularly on multistate tax issues as well. Jack is a regular presenter for the NCACPA and other organizations and also provides state and local tax education directly to CPA firms and businesses.

Marcy Twete is a recognized leader in corporate responsibility and sustainability for multinational Fortune 500 companies, and has a background both broad and deep in ESG (environmental, social, governance) factors, ethical decision-making, marketing and communications. She is the founder and CEO Marcy Twete Consulting where she advises corporations of all sizes, their investors and key partners on environmental, social and governance risks and reputation management.

In addition to leading her consulting practice, Marcy also co-hosts Office Baggage, a podcast that tackles topics for women in business that are all too often brushed under the office rug. In June 2020, she will launch Table Stakes: The Podcast for Responsible, Sustainable Businesses & Leaders, discussing the issues of sustainability with forward-thinking leaders to forecast the future of responsible business.

Marcy is a proud Trustee at the Chicago Architecture Center, and a former member of the Boards of Directors for Girl Scouts of Greater Chicago and Northwest Indiana and Step Up. She received her undergraduate degree in Political Science from the College of Saint Benedict and her MBA from Kellogg School of Management at Northwestern University. In late 2020, after nearly 10 years in Chicago, Marcy and her husband Charlie relocated to their former home of Minneapolis with their tabby cat Betsey and terrier mix Pearl. You’ll find them running on Lake Harriet and Minnehaha Creek near their home in South Minneapolis.

As a Managing Director at FORVIS, I assist in the management and oversight of over 80+ Employee Benefit Plan audits, including several Form 11-K filings, and have served on a variety of engagements including defined contribution plans, defined benefit plans, and health and welfare plans. I am also a member of a firm-wide committee that oversees quality control and in-house training for all Employee Benefit Plan audits. I serve clients in industries such as banking, healthcare, manufacturing and distribution, construction, dealerships and real estate.

I also oversee traditional audit and review engagements for manufacturing and distribution and heavy equipment clients. I am able to assist companies with the implementation of complex accounting standards, including International Financial Reporting Standards (IFRS), and am well-versed in the disclosure requirements for both corporate and benefit plan financial statements.

Kari Hipsak, CPA, CGMA is a Senior Manager with the Firm Services team at the AICPA. Prior to joining the AICPA’s Private Companies Practice Section (PCPS) in North Carolina, Kari started her public accounting career in South Dakota and later worked for a firm in New York City where she focused on A&A clients in an array of industries. She has been an active advocate of the CPA profession since her time as a student at Augustana University in Sioux Falls, SD and is currently a member of the NC Association of CPA (NCACPA) Young CPA Cabinet and sits on the NCACPA Foundation Board. In 2020, Kari was honored as a member of CPA Practice Advisor’s “40 Under 40” program. Kari leads PCPS resource creation for accounting and auditing emerging issues, manages PCPS IT resources, including cybersecurity, oversees the G400 initiative, and maintains the AICPA alliance with firm associations and networks.

Jack Schmoll has spent his entire 28-year career in state and local taxation. He worked nine years with the Washington State Department of Revenue and has work 19 years in public accounting. He works extensively with other accounting firms, helping them provide the state and local tax expertise their clients need. He enjoys working with North Carolina issues, but works regularly on multistate tax issues as well. Jack is a regular presenter for the NCACPA and other organizations and also provides state and local tax education directly to CPA firms and businesses.

Dr. Holly Sullenger is an award-winning, internationally renowned veteran in the fields of corporate speaking, training, and consulting. She offers expert speaking and training opportunities in the areas of leadership, professional development, and technology.

Dr. Holly has worked with individuals representing a vast array of different occupations and industries. She is known for being able to present high-level topics in ways that make the content easy to understand, to assimilate, and to act on. Dr. Holly’s passions include prompting “light bulb moments” in her participants, and helping professionals stay relevant in their fields.

Dr. Holly has a PhD in Adult, Workforce and Continuing Professional Education from NC State University, as well as degrees in Adult Education, Business Management, Computer Science and Liberal Arts. This enables her to combine an in-depth knowledge of business and industry with adult-education techniques and infused humor in order to bring unparalleled knowledge and assistance to those she partners with.

Alex is a partner at MPC Certified Public Accountants. He advises and assists individuals and privately held businesses in the areas of tax planning and compliance. His industry experience includes commercial and residential construction, restaurants, retail, technology, light manufacturing, and government contractors. Alex joined MPC in 2005 and has over 16 years of experience in public accounting and more than ten years in commercial banking. Alex is a member of the American Institute of Certified Public Accountants. He currently serves on the Board of Directors of the North Carolina Association of Certified Public Accountants, where he has served two terms as Chairman of the Symposium Committee and is active on the Current and Emerging Technologies Council and the Professional Development Advisory Council. He also serves as Treasurer for Theatre Raleigh and has previously served as Treasurer for The Green Chair Project and Treasurer and Chairman of Visual Art Exchange. He was a member of the Cultural Leaders focus group for the City of Raleigh Arts Plan that was adopted by the City Council in 2016. Alex has lectured on accounting and tax issues for organizations like Triangle Art Works and has been a returning guest speaker at Meredith College and at various local conferences. Although Alex was born in Italy and grew up in South Florida, his family has roots in Raleigh dating back to the 1960s. He earned both his undergraduate degree in Finance and his Master of Business Administration at Florida International University. Alex, along with his wife and his two daughters, live in North Raleigh where they attend St. Francis of Assisi Catholic Church.

Michael Walden is a Professor Emeritus at North Carolina State University and a private consultant. During his 43 years on the faculty at NC State, Walden became recognized as an expert on the state economy and public policy. He is the author of twelve books and over 300 articles and reports, and he has made 3000 personal presentations. Walden is also a frequent contributor to the national and state media. He has won numerous national, state, and academic awards, including two Champion-Tuck Awards for Excellence in Broadcasting, the UNC Board of Governors Award for Excellence in Public Service, the Holladay Award for Excellence from North Carolina State University, and the Order of the Long Leaf Pine. His newest books are “Real Solutions” and “Disunionia: A Political Thriller.” He resides in Raleigh with his wife.

Robert works with our members to develop, implement, and communicate NCACPA’s advocacy agenda to legislators and regulators. He serves as staff liaison to the Advocacy Advisory Council and Taxation Committee. Robert has extensive experience as a lobbyist, PAC fundraiser, and grassroots manager for trade associations. A native of Tennessee, he worked in Nashville and Atlanta before moving to Raleigh in 2013. He earned his Certified Association Executive credential in 2020.

In her role as CEO, Sharon works directly with the NCACPA Board of Directors and the Executive Committee to set the strategic direction of the Association. Additionally, she works with the Tax Resource Group, and represents the membership with various state governmental entities, including the NC State Board of CPA Examiners, the NC Department of Revenue, and the North Carolina General Assembly.
Sharon currently serves as President of the CPA Society Executives Association, as a member of the NC State Master of Accounting Advisory Board, and on the ECU College of Business Advisory Board.

Sharon is a Past President of the Association Executives of North Carolina, a former member of the AICPA National Commission on Diversity & Inclusion, and the Louisburg College Board of Trustees. In her spare time, she enjoys volunteer work focusing on adoption.

Sharon received both her undergraduate and graduate degrees from the University of North Carolina at Chapel Hill.

Jose Rodriguez was appointed NCACPA Chair-Elect beginning May 2022. He is a retired senior audit partner with KPMG. During his career at KPMG he held various leadership positions, which included serving on its board of directors and as lead director; chief operating officer of KPMG International’s global audit practice; office managing partner; leader of its Audit Committee Institute (ACI); east region professional practice partner and most recently ombudsman. As an audit partner, Mr. Rodriguez had extensive experience with large multinational companies and mid-size private and publicly held companies, with primary emphasis on industrial manufacturing; consumer markets (retail, automotive, and distribution concerns); pharmaceuticals; agribusiness; oil and gas and mergers and acquisitions. Additionally, Mr. Rodriguez is a NACD Fellow and has been included in NACD’s D-100 list, which recognizes the most influential people in and around the boardroom. Mr. Rodriguez serves on the board of trustees of Marymount University; board of directors of Latin Corporate Directors Association (first Vice Chair), SECU Family House (Chair), the North Carolina Association of CPAs (Chair-elect), the Dean’s Advisory Council at the University of Miami Herbert School of Business (Chair) and the Business School Advisory Board at Wake Forest University. He is a certified public accountant (licensed in FL, NC and NY). Mr. Rodriguez received a B.B.A. with a major in accounting from the University of Miami.

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionalsinternationally—and a radio talk-show host on the www.VoiceAmerica.comshow: The Soul of Enterprise: Business in the Knowledge Economy, and the Chief Value Officer at ArmaninoLLP.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored over twenty courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris);Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.

He is the author of seven best-selling books, including:Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers:Using Key Predictive Indicators; Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; Implementing Value Pricing: A Radical Business Model for Professional Firms; and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless.

Ron has toured the world, spreading his value-pricing message to over 220,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001 to 2007, and 2011 to 2019, Top 100 Most Influential People in the profession; voted among the Top Ten Most Influential People in the profession in 2012—2019; selected as one of LinkedIn’s Influencer Bloggers; inducted into the CPA Practice Advisor Hall of Fame in 2018; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation.

He graduated in 1984 from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionalsinternationally—and a radio talk-show host on the www.VoiceAmerica.comshow: The Soul of Enterprise: Business in the Knowledge Economy, and the Chief Value Officer at ArmaninoLLP.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored over twenty courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris);Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.

He is the author of seven best-selling books, including:Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers:Using Key Predictive Indicators; Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; Implementing Value Pricing: A Radical Business Model for Professional Firms; and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless.

Ron has toured the world, spreading his value-pricing message to over 220,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001 to 2007, and 2011 to 2019, Top 100 Most Influential People in the profession; voted among the Top Ten Most Influential People in the profession in 2012—2019; selected as one of LinkedIn’s Influencer Bloggers; inducted into the CPA Practice Advisor Hall of Fame in 2018; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation.

He graduated in 1984 from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.

Leah Donti, an internationally recognized seminar leader and speaker in accounting and auditing, has been doing seminars full time for 29 years through her seminar business. She conducts in-house training at CPA firms and various multinationals and does CPE courses through the CPA societies. As well, she speaks at numerous conferences across North America each year.

She speaks on FASB update, Private company GAAP developments, IFRS, variable interest entities, accounting and auditing update, SEC and PCAOB update, revenue recognition, stock-based compensation, business combinations, compilation and review, and fair value accounting.

She also provides proprietary prep seminars for the IQEX reciprocity exam where foreign accountants obtain the US CPA credential.

Prior to beginning her seminar business in 1991, Ms. Donti worked for a major information management consulting organization, where she provided training to offices across North America. She also worked with an accounting software firm, offering accounting education courses to clients on site. In addition, she held positions in internal audit and Accounting with Canadian Pacific, one of the largest companies in Canada, dual listed in Toronto and New York.

In 1984, she graduated from McGill University with a Bachelor in Accounting and Finance. In 1990, she obtained her MBA from Concordia University in Montreal.

For the last 11 years (2010 to 2020), Leah has received the AICPA Outstanding Discussion Leader Award for her passion, energy and ability to speak at all levels of professionals and made her a most sought-out speaker.

Mike currently serves as an Engagement Partner for Audit and Assurance services for the firm and is a member of the Accounting & Auditing Committee. He formerly served as the firm’s Director of Audit, Accounting, and Quality Control.

His over 40 years of experience includes working with manufacturing, retirement plan, construction, financial institutions, and nonprofit clients. In addition, he provides clients with business and strategic planning and has experience in mergers and acquisitions, employee stock ownership plans, internal controls, and governance structures of business entities.

Mike currently serves on the American Institute of CPAs (AICPA) Accounting and Review Services Committee and the Technical Issues Committee, focusing on auditing, accounting, and review services, as well as professional ethics standards. He is also a member of the AICPA Attestation Standards Task Force and Audits for Less Complex Entities Task Force.

Marcey Rader believes that health powers productivity. She is a multi-certified health and productivity expert, a three-time author, and an award-winning, global Certified Speaking Professional® keynote speaker. As the founder of RaderCo, Marcey helps executives, teams, and individuals banish burnout, keep good people, and move forward through practical, tailored tools, healthy, sustainable habits, and coaching accountability.
Sought-after by Fortune 100 companies and others, she’s spoken for tens of thousands of people worldwide – from North Dakota to Dubai to Tokyo. As a high-impact speaker, she trains her audiences to maximize their energy, conquer the calendar, master tasks, and extinguish their email. To change your career, team, or organization one habit at a time, learn more or connect with Marcey at marceyrader.com.

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

Leah Donti, an internationally recognized seminar leader and speaker in accounting and auditing, has been doing seminars full time for 29 years through her seminar business. She conducts in-house training at CPA firms and various multinationals and does CPE courses through the CPA societies. As well, she speaks at numerous conferences across North America each year.

She speaks on FASB update, Private company GAAP developments, IFRS, variable interest entities, accounting and auditing update, SEC and PCAOB update, revenue recognition, stock-based compensation, business combinations, compilation and review, and fair value accounting.

She also provides proprietary prep seminars for the IQEX reciprocity exam where foreign accountants obtain the US CPA credential.

Prior to beginning her seminar business in 1991, Ms. Donti worked for a major information management consulting organization, where she provided training to offices across North America. She also worked with an accounting software firm, offering accounting education courses to clients on site. In addition, she held positions in internal audit and Accounting with Canadian Pacific, one of the largest companies in Canada, dual listed in Toronto and New York.

In 1984, she graduated from McGill University with a Bachelor in Accounting and Finance. In 1990, she obtained her MBA from Concordia University in Montreal.

For the last 11 years (2010 to 2020), Leah has received the AICPA Outstanding Discussion Leader Award for her passion, energy and ability to speak at all levels of professionals and made her a most sought-out speaker.

Mike currently serves as an Engagement Partner for Audit and Assurance services for the firm and is a member of the Accounting & Auditing Committee. He formerly served as the firm’s Director of Audit, Accounting, and Quality Control.

His over 40 years of experience includes working with manufacturing, retirement plan, construction, financial institutions, and nonprofit clients. In addition, he provides clients with business and strategic planning and has experience in mergers and acquisitions, employee stock ownership plans, internal controls, and governance structures of business entities.

Mike currently serves on the American Institute of CPAs (AICPA) Accounting and Review Services Committee and the Technical Issues Committee, focusing on auditing, accounting, and review services, as well as professional ethics standards. He is also a member of the AICPA Attestation Standards Task Force and Audits for Less Complex Entities Task Force.

Charles M. Ivey, III is a partner with Ivey, McClellan, Siegmund, Brumbaugh & McDonough, LLP. With the exception of two short stays during his undergrad and law school attendance, Charles has lived in Greensboro his entire life. Charles has been a Chapter 7 Trustee in Greensboro since 1982, which covers a large percentage of Charles’ practice time. In addition to trustee work, Charles spends significant time working on Chapter 11 reorganizations and out of court restructurings of businesses and individuals. Some of these reorganizations results from, or leads toward, complex litigation throughout the state and federal courts of North Carolina.

Dirk W. Siegmund is a partner with Ivey, McClellan, Siegmund, Brumbaugh & McDonough, LLP. Dirk focuses his practice on consumer and business bankruptcy cases within the Middle District of North Carolina, assisting individuals and companies when faced with taxation problems, foreclosure issues, judgments and general financial issues. Dirk also spends some of his practice time representing individuals and companies in litigation within the state and federal courts of North Carolina, and representing individuals and companies before the Internal Revenue Service and the North Carolina Department of Revenue.

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

Louise W. Reed received her master’s degree in physics from Duke University and Master of Accounting from University of North Carolina-Chapel Hill. She became a licensed CPA in 2004 and started her own public accounting practice in 2006, where she currently bills in bitcoin per hour. Reed’s interest in blockchain technology led to her most recent innovation, Afloat, Inc. The company utilizes blockchain technology and smart contracts to automate the exchange of state transferable taxable credits.

Keith Wood, CPA, JD, an attorney with Carruthers & Roth, PA, in Greensboro, NC, is a Board-Certified Specialist in estate planning and probate law. Keith’s practice areas include tax planning, representation of clients before the Internal Revenue Service, corporate law and business transactions, and estate planning. Keith is a Certified Public Accountant and is an active member of the North Carolina Association of Certified Public Accountants and a former member of its Board of Directors. Keith received his undergraduate degree in Business Administration and his law degree, with honors, from the University of North Carolina.

In her role as CEO, Sharon works directly with the NCACPA Board of Directors and the Executive Committee to set the strategic direction of the Association. Additionally, she works with the Tax Resource Group, and represents the membership with various state governmental entities, including the NC State Board of CPA Examiners, the NC Department of Revenue, and the North Carolina General Assembly.
Sharon currently serves as President of the CPA Society Executives Association, as a member of the NC State Master of Accounting Advisory Board, and on the ECU College of Business Advisory Board.

Sharon is a Past President of the Association Executives of North Carolina, a former member of the AICPA National Commission on Diversity & Inclusion, and the Louisburg College Board of Trustees. In her spare time, she enjoys volunteer work focusing on adoption.

Sharon received both her undergraduate and graduate degrees from the University of North Carolina at Chapel Hill.

Kelly is a partner in the Fayetteville office and is also the firm’s Chief Executive Partner (CEP). In his role as CEP, Kelly is responsible for guiding the firm’s overall strategy as well as its day-to-day operations. Kelly earned his Bachelor of Science in Commerce from the University of Virginia. Kelly began his career with PricewaterhouseCoopers, LLP in Winston-Salem, NC before joining the firm’s Fayetteville office in 1982. His practice experience includes working with small businesses in a variety of areas including tax planning, financial reporting and management advisory services. Kelly’s vast experience in the construction industry enables him to provide construction companies with valuable guidance in all areas of their business, from how to maximize their bonding plans to how to strengthen their internal control systems. In his work in the health care industry, Kelly has advised medical practices in areas such as benefit analysis and accounts receivable monitoring. He also has significant experience in working with government contractors in all phases of their business. Kelly has assisted government contractors in the start-up phase to successfully structure their businesses and system designs in order to comply with Federal Acquisition Regulations (FAR).

Deetra is a senior audit manager with Blackman & Sloop, CPAs, PA, located in Chapel Hill, NC, and has over 17 years of auditing and accounting experience serving primarily not-for-profit organizations and foundations, many of which receive federal and state funding requiring Uniform Guidance and Yellow Book audits. She earned her bachelor’s and master’s degrees in accounting at the University of North Carolina at Greensboro. Upon graduation, Deetra went to work for an international accounting firm focusing primarily on not-for-profits and colleges and universities. She later went to work in corporate accounting for a large not-for-profit organization. Deetra serves on the Board of Directors for NCACPA and on the association’s Not-For-Profit Committee. She also sits on the AICPA Assurance Services Executive Committee. She was awarded the AICPA’s “Start Here, Go Places” CPA of the Month in 2012 and participated in the AICPA’s 2010 Leadership Academy. Deetra currently resides in Durham, NC with her husband and three sons and volunteers her time and services to small businesses and community organizations.

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

Louise W. Reed received her master’s degree in physics from Duke University and Master of Accounting from University of North Carolina-Chapel Hill. She became a licensed CPA in 2004 and started her own public accounting practice in 2006, where she currently bills in bitcoin per hour. Reed’s interest in blockchain technology led to her most recent innovation, Afloat, Inc. The company utilizes blockchain technology and smart contracts to automate the exchange of state transferable taxable credits.

Skip Woody serves as the Area Executive Vice President and Health and Welfare Practice Leader with Hill, Chesson & Woody, a Gallagher Company. With over 25 years of experience, Skip is responsible for client retention and service model innovation positioning Hill, Chesson & Woody, a Gallagher Company as an industry leader. Skip received his degree in Business from the University of North Carolina at Chapel Hill.

David Nance serves as Deputy Director for the NC State Board of CPA Examiners. With the State Board, he oversees its financial and administrative functions as well as assists Professional Standards activities. He previously worked for over 30 years as an audit manager for the Office of the State Auditor (OSA).

He received his bachelor’s degree in accounting from the University of North Carolina at Chapel Hill in December of 1981, the year of the Michael Jordan jump shot and Dean Smith’s first National Championship. He has been a CPA since 1986.

As Deputy Director for the State Board, his responsibilities include overseeing financial activities, including the preparation of monthly financial statements for Board review; oversight of personnel activities, including employee evaluations; final review of the CPA examination applications allowing candidates to sit; and technical involvement with the Board’s professional standards section in reviewing disciplinary actions.

In his years of service with the OSA, he worked on audits across the state government spectrum including the Department of Transportation, Wildlife Resources, the Department of Administration, and the NC Ports Authority. He also spent over 12 years overseeing the OSA’s non-profit audit efforts for the Smart Start programs. His main area of responsibility in the latter years with OSA was oversight of the audit efforts for the North Carolina Department of Health and Human Services and its numerous human services programs.

Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit. As part of this role, he specializes in assisting clients with complex accounting and financial reporting issues.
Prior to joining the firm, Mike was a Senior Project Manager at the Financial Accounting Standards Board (FASB). At the FASB, he served as the Private Company Council (PCC) coordinator, where he was responsible for all PCC related matters.
In addition, Mike led projects to simplify the accounting for non-employee share-based payments, help shape the future of the FASB technical agenda and improve consolidations guidance (VIE guidance). Most recently, he worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842). Prior to joining the FASB, Mike held various management positions with PricewaterhouseCoopers. He was an Audit Senior Manager, Private Company Services, in the firm’s Stamford, CT office.
From 2003-2011, he also held roles of increasing responsibility in PwC’s Core Assurance divisions in Buffalo and Rochester, NY.

Hunter is a retired Dixon Hughes Goodman LLP partner. For his last three years at DHG, he was part of the firm’s Professional Standards Group and a member of the AICPA’s Auditing Standards Board. Prior to joining DHG, Hunter taught accounting and auditing at Wake Forest University for one year. Following his graduation from Newberry College with a BS in Accounting, he worked as an auditor with Ernst & Young in various capacities, including partner. Hunter is a past Chair of NCACPA and past President of the NC State Board of CPA Examiners, and has served as a contributing author to PPC’s Guide to Preparing Financial Statements. He is currently a member of the NASBA Ethics Committee and Peer Review Compliance Committee, the Oversite Task Force of the AICPA Peer Review Board, and the AACSB Accounting Accreditation Policy Committee. Hunter leads CPE programs covering professional ethics in North Carolina and courses covering technical material across the country. He is a CPA in North Carolina and South Carolina.

Elizabeth obtained her Master of Business Administration with a concentration in accounting from the University of Kentucky in 1994. She worked in the audit group of KPMG for six years, and joined Dean Dorton in 2000. She has over 25 years of experience in public accounting.

Elizabeth leads the firm’s Forensic Group, specializing in bankruptcy accounting matters, litigation support, and forensic accounting services. In addition to her Certification in Financial Forensics (CFF), Elizabeth is a Certified Fraud Examiner (CFE). She has served in several fiduciary roles, including Chief Restructuring Officer, Receiver, and Fee Examiner. She has acted as a Compliance Ethics Monitor/Independent Monitor of a rural electric cooperative, reporting to two branches of the Federal government. Elizabeth has testified in state and federal courts, and currently serves as a Subchapter V Bankruptcy Trustee.

Elizabeth teaches professional ethics frequently, for our firm and for the Kentucky Society of CPAs. She also speaks on fraud prevention and detection, and on forensic accounting.

• Published and quoted in CNBC, US News & World Report, The Tax Adviser, Journal of Accountancy, Kiplinger’s, The Business Journal, How Stuff Works and more. • Created two national AICPA podcast series on retirement planning and women and wealth • TEDx presenter on the topic of Retirement: Longevity and Security • AICPA Advanced Personal Financial Planning Conference Committee Investment Committee Lead ‘ • AICPA Personal Financial Specialist (PFS) Credential Committee Member • Greensboro Estate Planning Council Board Member • Society of Financial Service Professionals (SFSP) Board Member • Society of Financial Service Professionals (SFSP) Foundation Board Chairperson • NCACPA Triad Women’s Initiatives Group Lead • Plenteous Financial Forum Chairperson and Founder • Regularly deliver presentations to national, regional and local audiences on financial life planning and investment related topics.

Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit. As part of this role, he specializes in assisting clients with complex accounting and financial reporting issues.
Prior to joining the firm, Mike was a Senior Project Manager at the Financial Accounting Standards Board (FASB). At the FASB, he served as the Private Company Council (PCC) coordinator, where he was responsible for all PCC related matters.
In addition, Mike led projects to simplify the accounting for non-employee share-based payments, help shape the future of the FASB technical agenda and improve consolidations guidance (VIE guidance). Most recently, he worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842). Prior to joining the FASB, Mike held various management positions with PricewaterhouseCoopers. He was an Audit Senior Manager, Private Company Services, in the firm’s Stamford, CT office.
From 2003-2011, he also held roles of increasing responsibility in PwC’s Core Assurance divisions in Buffalo and Rochester, NY.

Hunter is a retired Dixon Hughes Goodman LLP partner. For his last three years at DHG, he was part of the firm’s Professional Standards Group and a member of the AICPA’s Auditing Standards Board. Prior to joining DHG, Hunter taught accounting and auditing at Wake Forest University for one year. Following his graduation from Newberry College with a BS in Accounting, he worked as an auditor with Ernst & Young in various capacities, including partner. Hunter is a past Chair of NCACPA and past President of the NC State Board of CPA Examiners, and has served as a contributing author to PPC’s Guide to Preparing Financial Statements. He is currently a member of the NASBA Ethics Committee and Peer Review Compliance Committee, the Oversite Task Force of the AICPA Peer Review Board, and the AACSB Accounting Accreditation Policy Committee. Hunter leads CPE programs covering professional ethics in North Carolina and courses covering technical material across the country. He is a CPA in North Carolina and South Carolina.

Javier is a Principal within the Cybersecurity Services Group at CLA and has been in the cybersecurity field for over 12 years. Javier leads a team of technology and industry specialists providing IT audits and security assessments for clients in a wide range of industries and diverse operating environments. Prior to joining CLA, Javier spent ten years supporting the Department of Defense as well as a financial services company in the fields of insider threat, incident response, fraud, waste and abuse, analytics, and systems engineering. Since Javier has been with CLA, he has spent the majority of his time providing IT Security, Risk, and Consulting services to clients in healthcare, higher education, and financial related institutions.

Dale is the owner of Dale K. Cline, CPA, PLLC, located in Hickory, North Carolina. Also a CMA and CGMA, he has over 40 years of public accounting experience. He earned his undergraduate degree from Lenoir-Rhyne College and his MBA from Wake Forest University. He is a real estate developer and investor in North Carolina and South Carolina.

Dale has co-authored “Money, Banking, and Financial Markets: A Modern Introduction to Macroeconomics” (2022). This textbook offers a deeper understanding for global student audiences. He is also author of “Banking on Confidence: A Guidebook to Financial Literacy” (2015). This book was written for a more general audience, with a focus on connecting the reader to the world of accounting and economics in a clear and intelligible way.

The Associate Dean for Accountancy of the Wake Forest University School of Business is funded by the Dale K. Cline Endowment. Dale takes great pride in lifting up the next generation of accountants through academic and career opportunities.
Dale’s mission is to understand “how the world works.” He resides primarily in Hickory, NC.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.
Jim is an eleven-time recipient of the AICPA’s Outstanding Discussion Leader Award.
Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

Becky Drozdz is the HR Advisor, Compensation Lead for Catapult. From our locations in Raleigh, Charlotte and High Point, North Carolina, we serve over 2200 member organizations across the state. Becky is primarily responsible for advising companies in the areas of compensation and benchmark data, and tailoring compensation consulting services to meet the needs of the member. This includes, but is not limited to, assessment or creation of salary structures; job analysis; and FLSA guidance.

Becky earned her Master of Business Administration from Marymount University and her Bachelor of Fine Arts from the University of Illinois. She has experience in the areas of compensation, job analysis, organizational communications, recruitment and retention, and employee relations. Becky is also a Certified Compensation Professional (CCP), certified Senior Professional in Human Resources (SPHR) and SHRM Senior Certified Professional (SHRM-SCP).

Jeanne joined the North Carolina Center for Nonprofits after 25 years with Passage Home, a community development corporation she co-founded and grew from helping a couple of families a year to one that serves thousands of individuals with housing and support services in Wake County. She has served on boards and committees throughout the Triangle and statewide and has been recognized with awards such as the “Pro Ecclesia Et Pontifices” bestowed and blessed by the Pope in the 2000 Jubilee Year, TBJ’s 2017 Women In Business, and named a 2015 Goodmon Fellow. She earned a BA in urban and community development from the University of Massachusetts and an MA in public policy from Duke University as a Z. Smith Reynolds Fellow. She completed the National Development Council and UNC School of Government community development training programs, NCSU Executive Coaching certification program, Grinnell Leadership Program, and Harvard Business School Executive Education. Raised in Boston, she has travelled extensively and, as part of her Z. Smith Reynolds Foundation sabbatical, travelled throughout Italy including the small village of Calabria from which her grandparents emigrated.

Michelle Tracz is a Certified Public Accountant (CPA), a Certified Fraud Examiner (CFE), and a Chartered Global Management Accountant (CGMA) with over 30 years’ experience encompassing public accounting, internal auditing and compliance, financial management in manufacturing and nonprofit industries. In 2012, Michelle established her own accounting and consulting practice. Her firm specializes in assisting small to mid-sized businesses and nonprofit agencies, to help them meet their accounting and financial reporting needs, as well as fill gaps in staffing and manage special projects. Michelle and her team assist business owners, CFO’s, Executive Directors, Controllers, and Board Members by providing Contract Controller, Accounting/Bookkeeping, and Consulting services. In addition to running the firm, Michelle also serves the community in several volunteer roles: Chair of the Henderson County Chamber of Commerce Leads South Group; Member of the Small Business Committee of the Henderson County Chamber of Commerce; Treasurer for the Board of Directors of the Henderson County Chamber of Commerce; Treasurer for the United Way of Henderson County; Vice President for the Board of Directors of the North Carolina CPA Foundation; Member of the Business & Industry Resource Group and Not for Profit Resource Group of the North Carolina Association of Certified Public Accountants (NCACPA). Michelle is also an active member of the American Institute of Certified Public Accountants (AICPA), the Association of Certified Fraud Examiners (ACFE), the North Carolina Association of Certified Public Accountants (NCACPA), the Asheville Chamber of Commerce, the Henderson County Chamber of Commerce, the Brevard Chamber of Commerce, and the Fletcher Area Business Association. Michelle also teaches workshops and offers consulting services for the Blue Ridge Community College Small Business Center and the Western North Carolina Nonprofit Pathways.

Deetra is a senior audit manager with Blackman & Sloop, CPAs, PA, located in Chapel Hill, NC, and has over 17 years of auditing and accounting experience serving primarily not-for-profit organizations and foundations, many of which receive federal and state funding requiring Uniform Guidance and Yellow Book audits. She earned her bachelor’s and master’s degrees in accounting at the University of North Carolina at Greensboro. Upon graduation, Deetra went to work for an international accounting firm focusing primarily on not-for-profits and colleges and universities. She later went to work in corporate accounting for a large not-for-profit organization. Deetra serves on the Board of Directors for NCACPA and on the association’s Not-For-Profit Committee. She also sits on the AICPA Assurance Services Executive Committee. She was awarded the AICPA’s “Start Here, Go Places” CPA of the Month in 2012 and participated in the AICPA’s 2010 Leadership Academy. Deetra currently resides in Durham, NC with her husband and three sons and volunteers her time and services to small businesses and community organizations.

Jeremy Colombik is the president of Management Services International (MSI), which currently is one of the largest captive managers in North Carolina and manages over 100 businesses that are utilizing a captive insurance company structure.

Jeremy Colombik is an experienced, licensed financial professional. He is a graduate of Western Illinois University, where he obtained a bachelor of business degree with a major in finance. Mr. Colombik is a licensed certified public accountant (CPA) and a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. He has been in the captive industry for over 10 years, is a member of the Captive Insurance Companies Association, and is a member and former chairman of the North Carolina Captive Insurance Association.

Mr. Colombik is president of Management Services International (MSI). MSI currently manages over 100 businesses that are utilizing a captive insurance company structure. MSI currently is one of the largest captive managers in the state of North Carolina.

Mr. Colombik specializes in IRC Sec. 831(b) captives. He is a sought-after speaker for professional groups, such as CPAs, lawyers, and financial advisers, on how a captive structure works and its benefit to their clients.

Richard Colombik has 40 years of taxation experience as both a tax attorney and a CPA. He is also a Partner of Management Services International.
Recognized nationally as a former liaison committee member to the IRS Commissioner’s office in Washington, D.C.
He also headed the Bar Association Taxation Committees on National, State and Local level. Mr. Colombik is also a best-selling author for his recently published book on tax planning, Keep It.
Mr. Colombik has been a member of the Tax Staff for one of the world’s wealthiest families. He was also a Tax Manager for one of the largest Tax Practices in the World.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.
Jim is an eleven-time recipient of the AICPA’s Outstanding Discussion Leader Award.
Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

Kecia Williams Smith, Ph.D CPA, is an Assistant Professor and Director of the Master of Accountancy (MACC) Program in the Department of Accounting and Finance at North Carolina A&T State University (NC A&T). She holds degrees from NC A&T and Texas A&M University, where she completed her PhD in June 2016.

Prior to entering academia, she was a senior manager at Deloitte where she led engagement teams in the Technology, Media, and Telecommunications practice. Immediately prior to starting her doctoral studies, she was an Associate Director at the Public Company Accounting Oversight Board (PCAOB) where she created and led the Inspections Training Office that served over 400 inspection personnel.

David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, CPM, CRM, AP Automation, and other critical business processes.

He is a frequent speaker for the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA) and other state accounting societies as his alter ego “Inspector Gadget.” He is a Sage Intacct Certified Consultant and holds the GIAC Security Essentials Certification (GSEC). He is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation.