CCH Connections: User Conference 2019

October 23-26, 2019 | Gaylord Rockies Resort & Convention Center

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Keynote Speakers

John Foley

John Foley

In 2015, John Foley has been recognized as one of the top 10 most in demand speakers. John has spoken to some of the Highest Performing organizations such as, Microsoft, Hitachi, Intel, Cisco, Mercedes-Benz, BMW, and countless more.

He is a former lead solo pilot of the Blue Angels, a Sloan Fellow at Stanford School of Business, a gratitude guru and an expert in the how of High Performance teams. His exciting, rare journey inspires awe, triggering audiences to take action and rethink what they believe is possible. John employs those intense realities as a metaphor to motivate teams and individuals to reach for their highest potential while empowering organizations to sustain excellence under dynamic change.

John’s presentations are marked by three overriding traits:

  • A contagious attitude of thankfulness that he calls Glad To Be Here®
  • An energizing delivery that inspires High Performance with a purpose larger than self
  • A practical model for living out his message that works in other organizations as well as within the Blue Angels

John consistently performed in an extreme, high-stakes environment, flying at speeds of more than 500 miles per hour and in formations as close as 18 inches apart. To survive in those circumstances, he relied on a culture of high trust and leadership that turns inherently unforgiving flight into extraordinary experiences. He employs those intense realities as a metaphor to motivate teams to reach for their highest potential and empower organizations to sustain excellence under dynamic change.

Josh Linker

Josh Linkner

Josh Linkner – who started his career as a jazz guitarist - personifies creativity, entrepreneurship and disruptive innovation. He has been the founder and CEO of five tech companies, which sold for a combined value of over $200 million.

Josh is the author of four books, two New York Times Bestsellers: Disciplined Dreaming: A Proven System to Drive Breakthrough Creativity, and The Road to Reinvention: How to Drive Disruption and Accelerate Transformation, as well as his latest book, Hacking Innovation. He is also the Founding Partner of Detroit Venture Partners, investing in and mentoring over 100 startups.

Josh has twice been named the Ernst & Young Entrepreneur of the Year and is a President Barack Obama Champion of Change award recipient. He is a regular columnist for Forbes, The Detroit Free Press, and Inc. Magazine. His work on innovation has been featured in The Wall Street Journal, Harvard Business Review, CNN, and The New York Times. And yes, he still plays a mean jazz guitar. For more information, visit

Breakout Session Speakers

Alan Anderson

Al Anderson is the President of ACCOUNTability Plus, LLC, a global leader in accounting and assurance advancement. He is the Founder of A&A Leaders Leagues, a collaboration of leaders redefining A&A for the future. He is a frequent speaker and educator who works directly with auditors and firms to transform their A&A services. Over his career spanning more than three decades, Al worked from staff auditor to Senior Vice President at the AICPA before creating ACCOUNTability Plus, LLC. He continues to participate in “Auditing in the Future” initiatives and is committed to his vision of redefining A&A.

John Becht

John Becht

John Becht is a Senior Software Consultant for Wolters Kluwer Tax and Accounting North America. John has extensive experience with the onboarding of new customers while conducting consulting and training on many Wolters Kluwer software products. He received his bachelor’s degree in Marketing and Management from Northern State University.

John has been with Wolters Kluwer since 1989. Prior to joining the Professional and Client Services department, he worked in the support organization helping firms migrate their tax data and workflow processes. As a member of the Professional and Client Services department, John brings his knowledge and experience to his responsibilities that include consulting with accounting firms on how to develop workflow processes that lead to greater efficiencies, training new customers, development and implementation of software enhancements, and working on various projects in the department.

John lives in Cle Elum, Washington (80 miles East of Seattle) with his wife and two sons where he enjoys hiking, fishing, and camping.

Deepak Bhandari, MBA, MSA

Deepak Bhandari is a Tax Software Consultant for Wolters Kluwer, Professional and Client Services. Deepak has been providing consulting and training on many of Wolters Kluwer’s products, concentrating on CCH Axcess™ and CCH® ProSystem fx® Tax.

Since joining Wolters Kluwer in 2001, Deepak spent over 12 years as a Tax Support Representative, providing functional and technical support on Wolters Kluwer products to Power User, National and Strategic customers; and over three years as a Supervisor, leading a team that supported CCH Axcess™ and CCH® ProSystem fx® Tax customers.

As a member of Professional and Client Services department, Deepak leverages his knowledge of Wolters Kluwer products and his experience with existing tax laws to provide world-class training to customers.

Deepak lives in Cary, North Carolina with his wife and their two children. He loves reading, writing, and traveling.

Gary Boomer

Gary Boomer is the Visionary and Strategist at Boomer Consulting, Inc. He is recognized in the accounting profession as the leading authority on technology and firm management and speaks around the globe on topics including strategic and technology planning; mindset, skillsets and toolsets for the future; change management and developing a training and learning culture. Gary is the creator of The Boomer Technology Circles and the CIO Circle, through which he helps several of the accounting profession’s top firms bridge the gap between technology and practice management and prepares technology professionals for a seat at the management table by developing their business and IT acumen. A prolific author, Gary is the author of multiple books and has been published in several online and print industry publications including the Boomer Bulletin™, a newsletter with worldwide circulation. Gary has been named as Accounting Today’s Top 100 Most Influential People in Accounting for over 15 years. In 2015, he received the AICPA’s Sustained Contribution Award in recognition of his contributions to the AICPA and the CPA profession through volunteer service.

Jim Boomer

Jim Boomer is one of the accounting profession’s top experts on managing technology within an accounting firm. As CEO of Boomer Consulting, Inc., he acts as a strategic planning and technology consultant and adviser to the top CPA firms in the country.

Jim is also a prolific writer who regularly contributes to several industry publications including The CPA Practice Advisor, Accounting Today, Accounting Web, the International Group of Accounting Firms and several state society publications.

Accounting Today called him a “thought leader who can help accountants create next-generation firms.”

Jim Bourke

Jim is a Partner, Member of the Board of Directors and Management Committee at WithumSmith+Brown, is Director of Firm Technology and Managing Director of Advisory Services. Jim has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.

Bill Carlino

Bill Carlino serves as managing director at Transition Advisors, one of the country’s preeminent consultants specializing in CPA firm ownership and transition strategies where he oversees the New York and New Jersey markets in addition to New England. He joined Transition Advisors after serving for nearly 12 years as editor-in-chief and editorial director of Accounting Today and, where he was responsible for all content both in print and online. During his tenure as editor, Accounting Today won a series of financial journalism awards and was a two-time finalist for the Jesse R. Neal Award, the premier accolade among business-to-business publications. He has been a frequent industry speaker, presenter and panel moderator and has appeared as an expert commentator on such business channels as CNBC, Reuters, Bloomberg, CNN as well as National Public Radio.

Heather Claridge

Heather Claridge

Heather Claridge has over 20 years of experience aligning people, systems and strategy to deliver exceptional customer and employee experiences and achieve business results.

As a Human Resources Leader and Organization Effectiveness Consultant, Heather has deep expertise related to growing and transforming organizations with a focus on small to medium size, entrepreneurial organizations. Much of her work focuses on the alignment of business strategy, culture and brand, change management and human resources strategy development to support business scalability and change. She also acts as a trusted advisor and coach to leadership team members.

Heather holds an MA in Organization Design and Effectiveness and is a Certified Human Resources Practitioner (CHRP).

Mike Coburn

Mike Coburn is a tax Partner in Vancouver. His practice includes advising Canadian and international clients on a broad range of tax matters. Clients look to Mike for his extensive experience with a myriad of tax issues including tax implications and structuring of mergers and acquisitions, corporate reorganizations, financings and other business transactions.

Both corporate and personal tax clients trust Mike to provide the most efficient and effective means of completing a transaction. In addition to his transaction experience, Mike assists clients with: structuring mutual funds trusts, mortgage investment corporations, unit trusts and other tax orientated vehicles; tax-effective reorganizations of both private and public companies; disputes with the Canada Revenue Agency and other taxing authorities; structuring both “in-bound” and “out-bound” cross-border investments; providing legal opinions on questions of tax law; providing general advice on a variety of on-going compliance matters.

Mike is an active member of the Canadian tax community and is an elected Governor of the Canadian Tax Foundation. He regularly presents at Canadian Tax Foundation, Canadian Bar Association , International Bar Association, CPA Canada and Continuing Legal Education BC events.

Gary Cokins

Gary Cokins

Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina at . Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA with honors from Northwestern University’s Kellogg School of Management in 1974.

Gary began his career as a strategic planner with FMC’s Link-Belt Division and then served as Financial Controller and Operations Manager. In 1981 Gary began his management consulting career first with Deloitte consulting, and then in 1988 with KPMG consulting. In 1992 Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS) now part of HP. From 1997 until 2013 Gary was a Principal Consultant with SAS, a leading provider of business analytics software.

His two most recent books are Performance Management: Integrating Strategy Execution, Methodologies, Risk, and Analytics, and Predictive Business Analytics. His books are published by John Wiley & Sons.

Salvatore Collemi

Salvatore A. Collemi, CPA, is a Managing Member & Founder of Collemi Consulting & Advisory Services, LLD. Mr. Collemi brings more than two decades of experience with U.S. and international financial reporting and professional standards, corporate governance and risk management practices of public accounting firms.

Kim Conaway, CPA

Kim Conaway, CPA is a Product Manager for the Accounting and Audit Solutions. Kim has been with Wolters Kluwer since 2003. During her time at Wolters Kluwer, Kim spent almost six years on the Engagement Training and Consulting Team helping hundreds of accounting firms improve their processes through technology and efficient audit techniques. This experience gives Kim a unique understanding of the needs and best practices for firms of all sizes in her current role as and the Product Manager for CCH® ProSystem fx® Engagement, Engagement Organizer, CCH® ProSystem fx® Knowledge Coach and TeamMate® Analytics. Prior to joining Wolters Kluwer, Kim spent over four years in public accounting working for two local Pittsburgh firms focusing primarily on audits, reviews and compilations of commercial, not for profit, and governmental entities.

Denise Delahanty, MBA

Denise Clayton Delahanty, MBA, is the Co-Founder and Partner of A&A Leaders Leagues, a key service line of ACCOUNTability Plus, LLC. As the lead culture transformational consultant for ACCOUNTability Plus, Denise works with firms to help them align people with their processes and systems. Denise has consulted in a variety of industries and organizations and is passionate about helping firms align what they say they are outside the firm with what they really are inside.

Cristina Dudley

Cristina Dudley is a Senior Software Consultant for Wolters Kluwer. Cristina joined Wolters Kluwer in November 2012, and conducts training and consulting for CCH® ProSystem fx® Practice Management, CCH® ProSystem fx® Document, CCH Axcess™ Document, CCH Axcess™ Portal, CCH Axcess™ Practice and CCH Access™ Workstream.

Cristina is a CPA and before coming to Wolters Kluwer she worked in public accounting for over seven years in small firms performing tax and audit engagements for various types of clients. She went through paperless conversions at two different accounting firms, and was on the firm transition team for one of those conversions.

Cristina has a well-rounded background to implement paperless systems in CPA firms across the country.

Glenn Freidman

Glenn Friedman

Glenn L. Friedman is a Partner in the Advisory Services and Tax Departments of Prager Metis CPAs, LLC a member of Prager Metis International Group. Glenn serves as Co-Managing Partner of Prager Metis, he has been practicing since 1979.

As Co-Managing Partner, he provides leadership to more than 50 partners and principals and 300 staff members working at the nine Prager Metis office locations. Glenn believes in a holistic approach with his clients and is strongly regarded as a trusted advisor and business consultant as well as a tax advisor.

In 2013, as Managing Partner of Metis Group LLC, Glenn merged Prager and Fenton LLP to create Prager Metis a Top 10 International Firm and Top 100 US Firm. Glenn began his career at an international law firm that specialized in foreign tax havens. He then moved on to a regional accounting firm with a general practice and later joined the tax department of an international accounting firm, where he was responsible for several national and multinational accounts.

Glenn is a noted expert in the area of mergers and acquisitions and has worked with many clients on their mergers and acquisitions as well as spoken at several conferences on best practices prior to and after the deal.

Melisa Galasso

Melisa Galasso is the founder of Galasso Learning Solutions LLC. With over 15 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not for profit and governmental accounting. She also supports essential professional development, public speaking, and business skills.

Melisa closely monitors regulatory bodies for changes in auditing and accounting guidance and serves as a subject matter expert in implementing the updated guidance.

Melisa earned the Association for Talent Development (ATD) Master Trainer™ designation. She is a member of and frequent instructor for the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the Virginia Society of Certified Public Accountants (VSCPA).

Melisa was appointed in 2016 to the AICPA’s Technical Issues Committee (TIC), which is responsible for monitoring the activities of the various accounting and attestation standard-setting boards and submitting comments and recommendations during the due process phase. Melisa is also currently serving on the Board of Directors for the VSCPA. Previously, she served as President of the Board of NCACPA’s Charlotte Chapter, Chair of the A&A Committee for the NCACPA, and held several leadership positions with the VSCPA.

Melisa received the 2013 Women to Watch – Emerging Leader Award from the NCACPA and AICPA. She is a graduate of the 2014 class of the AICPA’s Leadership Academy. In 2016, Melisa was honored as one of the 50 Most Influential Women by the Mecklenburg Times and received the Top 5 Under 35 Award from the VSCPA. She received a 5.0 Speaker award from the NCACPA in 2015, 2016 and 2017. In 2016, Melisa received the Don Farmer Award from the NCACPA for the highest combined average scores on knowledge, skills, and materials from participant evaluations for all courses taught in a technical area. Melisa is a 2017 and 2018 recipient of the AICPA’s Outstanding Discussion Leader award which is given to the top 10% of all AICPA facilitators around the country.

Robin Gensler

Robin Gensler is a Senior Workflow Consultant in the Professional and Client Services group of Wolters Tax and Accounting. Robin conducts in-depth consulting services for CCH Axcess™ and CCH® ProSystem fx® products. Robin is also involved with conducting User Conference seminars and workshops, and plays a key role to developing high-quality training content, materials, and videos.

Prior to joining Professional and Client Services in 2013, Robin spent three years as a Customer Support Representative. Robin earned her Bachelor of Science degree in Business Education Training and Development from Fort Hays State University.

Frank Giudice

Frank Giudice is a Senior Tax Consultant for Wolters Kluwer Tax & Accounting North America Professional and Client Services. Frank began his career with Wolters Kluwer in January 1985. He received a Bachelor of Science degree in Accounting in 1981 from Elmhurst College in Elmhurst, IL. Frank is primarily responsible for providing training and consulting on CCH Axcess™ Tax, CCH® ProSystem fx® Tax and CCH® Global fx® Tax, including speaking at training and sales seminars. At other times, Frank is involved in special projects, Sales and Marketing activities and works closely with the Product Management and Development groups.

Prior to his current role at Wolters Kluwer, Frank was an Assistant Tax Director for CCH® Computax in Niles, IL from 1991–1993 and was responsible for managing the Tax Technical Support Group and assisting customers and employees with support issues. From 1987–1991, Frank was part of the National Tax Support Group that provided various support functions to Strategic Accounts and other CCH® Computax Service Centers. Before his Wolters Kluwer career began in January 1985 as a Support Representative, Frank spent six years with a public accounting firm in Oak Brook, IL.

As a member of the Professional and Client Services group, Frank brings over 33 years of experience with his vast knowledge of the tax law and the CCH® ProSystem fx® and CCH Axcess™ products.

Kathleen Grant

Kathleen Grant is the Product Line Manager for the tax portfolio at Wolters Kluwer Tax & Accounting US. She also manages ProSystem fx® Planning, ProSystem fx® Fixed Assets and CCH Fixed Asset Manager.

Prior to joining Wolters Kluwer, she was a Product Manager for an Enterprise Practice Management System in the Legal Industry. She also spent 6 years in Public accounting for a large regional firm primarily in the tax department.

Perry Hatch

Perry Hatch

Perry has over 20 years of product management experience specifically with taxes and compliance. She has a proven track record for delivering innovative products to market. This is done by seeking client input and following up with practitioner usability studies before we start coding. She is passionate about delighting clients with product improvements.

Ken Haynes, CPA

Ken Haynes is a Tax Software Consultant working in the Professional and Client Services department at Wolters Kluwer. He received his Bachelor of Science in Accounting from Auburn University at Montgomery.

Ken has been employed with Wolters Kluwer since 2014. Prior to joining the Professional and Client Services team at Wolters Kluwer, he worked in public accounting as a CPA for 16 years with small to mid-size firms.

In his role as a Tax Consultant, Ken brings his knowledge and experience from public accounting as an end user of the tax products and has a deep understanding of the tax software expectations of CPAs in public accounting desire.

Ken resides in the Birmingham, Alabama area with his wife and three teenage children.

Scott Helgesen, CPA

Scott Helgesen is a Senior Workflow Consultant with Wolters Kluwer. He is responsible for the implementation and training of firms on various CCH® ProSystem fx® and CCH Axcess™ products. Previously, Scott was the product owner for the CCH Axcess™ Reports Manager, managing the roadmap of the CCH Axcess™ reports and the Data Axcess Utility.

Scott is also a licensed CPA in the Commonwealth of Virginia and received his bachelor’s degree in business administration from the University of Mary Washington in Fredericksburg, Virginia. Scott worked in public accounting for three years, performing tax and audit engagements for all types of clients. His industry experience includes nonprofit, government, real estate, construction, and health care organizations.

Paul Hunkins

Paul Hunkins is a Senior Software Consultant for Wolters Kluwer in the Professional and Client Services department. Paul’s primary duties involve consulting on CCH Axcess™ products and the CCH® ProSystem fx® Tax suite of products. Paul has helped with CCH® ProSystem fx® Engagement consultations over the years and continues to serve as a go to person for optimizing integration between CCH® ProSystem fx® Engagement and CCH® ProSystem fx® Tax and CCH Axcess™ Tax. Paul began his career with Wolters Kluwer in 1990.

Paul worked as a CPA in Public Accounting for four years. Paul has a Bachelor’s degree in Business from Metropolitan State University in St. Paul, MN and a Master’s degree in Organizational Leadership from Bethel University in St. Paul, MN.

Amanda Huyck

Amanda Huyck is a business development and sales leader with nearly 20 years' experience in software and medical technology. Today she serves as Director of Integrated Partnerships at AffiniPay, a payment technology company that helps professional services firms get paid quickly and easily, online. Amanda helps third-party software companies integrate AffiniPay's payment technology into their own products. She lives in Austin, Texas, and enjoys exploring Central Texas by bicycle in her free time.

Randy Johnston, MCS

Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2017. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2017 Accounting Today Top 100 Most Influential People in Accounting award for the 14 consecutive year. Among his many other awards he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains.

Jason Kadow, CPA

Jason R. Kadow, CPA is a shareholder with the Madison, Wisconsin CPA firm KMA Bodilly CPAs and Consultants, S.C. He obtained a Bachelor of Business Administration degree from the School of Business at the University of Wisconsin – Whitewater.

After graduating, Jason accepted a position with Meicher CPAs, LLP, a Middleton WI CPA firm. At Meicher, Jason served as a tax accountant from 1998 to 2004. He was promoted to partner in 2005 and served in that capacity until mid-2011. Jason worked in the areas of assurance, tax, consulting, valuation and litigation support.

From 2000 – 2006, Jason was hired by Surgent McCoy CPE, LLC, a national accounting education provider. Jason was employed as a seminar presenter in the areas of individual, corporate, and partnership tax.

In 2008, Jason assisted in the writing of the AICPA’s 2008 Individual Review and Update, Real World Applications text book for the AICPA’s continuing education program.

In 2008, Jason was one of the founders of Wisconsin Bancorp, Inc., a bank holding company. Jason served as Chairman and Director from 2008 to 2013. In mid-2011, Jason, along with two others, founded KMA Accounting Group, S.C., a local CPA firm in Madison, Wisconsin. At KMA Bodilly, Jason serves in the capacity of CEO. Jason leads the consulting practice of the firm. He also practices in the tax and valuation areas, specializing in the areas of real estate, construction, service industries and M&A services.

Roman Kepczyk

Roman H. Kepczyk, CPA.CITP, CGMA is Director of Consulting for Xcentric. His primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows. Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2005 through 2016, CPA Practice Advisors Top 25 Thought Leaders for 2011 through 2016, and Accounting Today’s Most Influential People for the years 2000 through 2005, 2011, 2013, 2014, 2015 and 2016.

He has spent the past twenty-one years consulting exclusively with CPA firms and prior to that, ten years with the CPA firm of Henry & Horne, (Arizona’s largest regional firm) where he was the partner in charge of the firm's Management Advisory Services and PC Consulting practices. Roman also served as the firm’s Administrative partner where he oversaw Internal Accounting, Marketing, Human Resources, and was responsible for the creation and implementation of the firm's technology plan and budget. He is a former member of the AICPA PCPS Executive Committee and a former Chairman of the AICPA's Information Technology Executive Committee. He has served as a member of other AICPA initiatives, including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition, he is a former Chairman of the AICPA Top Technologies Task Force.

Roman is also an Advisory Board Member to the CPA Firm Management Association (formerly the Association for Accounting Administration) and has served on the Board of Directors of the Arizona Society of CPAs. He also authored “Quantum of Paperless: Partners Guide to CPA Firm Optimization” which outlines 32 key CPA best practices. On a technical level, Roman is an AICPA Certified Information Technology Professional (CITP) and a Certified Lean Six Sigma Black Belt (LSS BB). He is also a regular contributor of articles to the AICPA PCPS, CPA Practice Advisor and the CPA Firm Management Association’s (formerly the Association for Accounting Administration) newsletters.

Bas Kniphorst

Bas Kniphorst is Vice President of Product Management for Wolters Kluwer, a leading professional software and information services provider. Bas is part of the team charged with transforming the CCH family of products from their traditional publishing heritage to an expanded offering that includes innovative and collaborative business solutions.

Bas’s career with Wolters Kluwer spans 18 years and includes both software and content responsibilities. He has held management roles with Wolters Kluwer’s operations in Australia, China, Hong Kong, India, Japan, Malaysia, the Netherlands, New Zealand, and Singapore. His team has twice been a recipient of the prestigious Global Wolters Kluwer Innovation Award.

Prior to his Product Management role, Bas was the Managing Director of CCH Asia Pacific. Bas brings with him a track record of accelerating profitability with a focus on sales growth, new product development, and solid team work.

Bas has lived in Argentina, Australia, Brazil, Hong Kong, Malaysia, the Netherlands, Saudi Arabia and the United Kingdom. Bas holds a Bachelor of Arts in Economics and Politics, and a Master of Arts in International Relations from Durham University in the United Kingdom. Bas is based in Riverwoods, Illinois.

Julie Kokes, CPA, MSA

Julie Kokes (neé Nicolai) is a Team Lead for Wolters Kluwer in the Tax and Accounting division. She received her bachelor’s degree in economics from the University of California, Davis and later earned a Master of Science in Accounting from California State University Fullerton.

Julie was employed with Wolters Kluwer from 2006 through 2013 and returned in 2015. Her primary focus is conducting training and consulting services on the CCH® ProSystem fx® Tax and CCH® ProSystem fx® Scan offerings. She has also consulted on the CCH® ProSystem fx® Practice Management, CCH Axcess™ Workstream, CCH Axcess™ Practice, CCH® ProSystem fx® Engagement, CCH Axcess™ Document, and CCH Axcess™ Portal products. She currently works on various specialized training, such as, CCH® Learning and Development Academy for School of Tax. Prior to joining Wolters Kluwer, Julie worked for such firms as Arthur Andersen, Deloitte & Touche LLP, and McGladrey & Pullen. She also spent a semester teaching Introduction in Managerial Accounting at her alma mater, California State University Fullerton. During her time away from Wolters Kluwer, she was a Tax Manager at a small firm specializing in High Net Worth Individuals where she helped develop their new hire training program.

She currently lives in the San Francisco area with her family where she enjoys traveling, hiking, camping, and eating at new restaurants. Julie is a practicing CPA.

Rod Lear

Rod Lear is a Senior Product Specialist with our Service Excellence team. He has been with Wolters Kluwer for 16 years. Rod has a degree in Management of Information System from Wichita State University. His primary focus is supporting and consulting with large firms around data integration and automation. Rod specializes in helping firms find ways to leverage our Open Integration Platform to match their firm needs.

Charles Marshall

Charles Marshall is a Senior Tax Consultant in the Professional and Client Services department. He received his degree in Political Science from Antioch College in Yellow Springs, Ohio, and later earned a Juris Doctor degree from the University of California at Los Angeles.

Charles has been employed with Wolters Kluwer since 2000. Prior to joining the Professional and Client Services department, he worked in the Technical Support department supporting the CCH® ProSystem fx® Tax, CCH® ProSystem fx® Fixed Assets and CCH® ProSystem fx® Planning programs, and in the Sales Department in the account retention area.

As a member of the Professional and Client Services department, Charles brings his knowledge and experience to his responsibilities that include customer training in person and via the web, developing and updating customer-training guides, creating recorded training materials and working on various projects in the department. Charles trains on CCH® ProSystem fx® Tax, CCH® ProSystem fx® Fixed Assets, CCH® ProSystem fx® Planning, CCH® ProSystem fx® Scan, CCH Axcess™ Tax, and CCH® eSign.

Prior to joining Wolters Kluwer, Charles worked as an attorney in private and public practice, and in the tax preparation industry as a manager and preparer.

Shannon McCauley

Shannon McCauley is a Workflow Consultant in the Professional and Client Services group of Wolters Kluwer Tax and Accounting. Her primary role is conducting consulting and training for CCH Axcess™ Document, CCH Axcess™ Portal, CCH Axcess™ Practice, CCH Axcess™ Workstream and CCH® ProSystem fx® Practice Management. Shannon is actively involved in project work, including creating and updating training materials.

Shannon joined Wolters Kluwer in 2015. Prior to joining Wolters Kluwer, she spent 10 years in the accounting industry where she supervised the implementation of various Wolters Kluwer solutions. Shannon leverages her experience to provide effective, expert solutions to customers.

Patrick McCory

Patrick McCoy is a Senior Implementation Consultant for Wolters Kluwer. Patrick has been conducting software consulting and training on various CCH® ProSystem fx® products including CCH Axcess™, CCH® ProSystem fx® Document and CCH® ProSystem fx® Scan since joining Wolters Kluwer in August of 2011.

Patrick worked in public accounting for over 4 years in a large firm where he was the Technology Director. During the time at his firm he saw the firm grow through merger and acquisition from 25 professional staff in a single location to over 120 professional staff in two offices. His experience within both a small and large firm environment gives him a very broad understanding of CCH® ProSystem fx® products and how each of them integrates to maximize efficiency. Prior to his work in public accounting, Patrick was a Technology Manager with AT&T and helped rebuild the Gulf Coast Fiber footprint after Hurricane Katrina. Patrick spent eight years in the United States Air Force and deployed during the 2nd Gulf War during Operation Enduring Freedom. In his free time, he enjoys watching his sons play competitive soccer, watching his oldest daughter dance for UAB and the youngest daughter play travel softball. When he isn’t at the ballpark or the soccer fields you’ll find Patrick under his vintage Jeep which his wife says, “spends more time on a lift than on the road.”

Robert Minniti

Robert Minniti

Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti teaches graduate and undergraduate courses in forensic accounting at Northwestern University, and the University of Phoenix. He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link/CCH . AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, and various state CPA Societies.

Robert Misey

Robert Misey is a shareholder with the law firm of Reinhart Boerner Van Deuren s.c. and Chair of the Firm's International Department. Mr. Misey concentrates his practice in the areas of international taxation and tax controversies. Mr. Misey's previous experience includes nine years as an attorney for the IRS. While he was with the IRS, he served as an international tax attorney in its Washington, D.C. national office and a trial attorney and international tax specialist in San Jose, California and the Southeast Region. Mr. Misey has significant transfer pricing experience. He also led the International Tax Services group for a region of a Big Four accounting firm. Mr. Misey has spoken on international taxation at continuing education programs in numerous states and foreign countries. He has published numerous articles and is a co-author to the treatise U.S. Taxation of International Transactions and Federal Taxation: Practice and Procedure. Mr. Misey is a member of the bar in California, Wisconsin, Kentucky, and the District of Columbia, and Chair of the International Tax Committee for the American Bar Association. Mr. Misey received his Juris Doctor and Master of Business Administration degrees from Vanderbilt University and his Master of Laws in Taxation, with high distinction, from Georgetown University, where he was the graduate student editor of The Tax Lawyer. He can be reached via phone at either (312) 207 5456 or (414) 298-8135 or via e-mail at

Annette Nellen

Annette Nellen, CPA, CGMA, Esq., is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, employment tax, ethics, leadership, and tax policy.

Annette is the immediate past chair of the AICPA Tax Executive Committee. She is a former chair of the ABA Tax Section’s Sales, Exchanges & Basis Committee and the AICPA’s Individual and Self-Employed Technical Resource Panel, as well as a past member of the California Bar Taxation Section’s Executive Committee. She co-chairs CalCPA’s Accounting Education Committee. Annette is the recipient of the 2013 Arthur J. Dixon Memorial Award given by the Tax Division of the AICPA, the highest award given by the accounting profession in the area of taxation.

Annette is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles. She is an editor and author for the Southwestern Federal Taxation textbooks, and is a regular contributor for Tax Analyst’s State Tax Notes (Moving Forward? column) and CCH Top Federal Tax Issues. She is a frequent speaker on tax updates, new economy tax matters, tax reform, and tax policy. Annette sponsors the 21st Century Taxation website and blog (, as well as several websites on tax reform, state tax nexus, e-commerce taxation, marijuana tax rules and ethical considerations, and cryptocurrency taxation.

Annette has testified before the House Ways and Means Committee, Senate Finance Committee, Senate Small Business and Entrepreneurship Committee, California Assembly Revenue & Taxation Committee, and tax reform commissions and committees on various aspects of federal and state tax reform and tax policy.

Annette is a graduate of CSU Northridge (BS Accounting), Pepperdine (MBA), and Loyola Law School (JD). Prior to joining SJSU in 1990, Annette was with Ernst & Young, and the IRS.

Adelaide Ness

Adelaide Ness is the Executive Vice President of The Rainmaker Companies. A frequent speaker and coach to accounting firms around the world, Adelaide’s strengths are in marketing, branding, communications, leadership and business development. For 12 years she has been working with accounting firms to help them build stronger cultures and stronger brands by encouraging excellence and consistency at all levels in a firm.

Adelaide is also a Senior Instructor at The Rainmaker Academy, the premier leadership and business development program to the industry. Adelaide is a bilingual and bicultural citizen of the United States and France. Her unique background gives her the ability to connect with people around the world. As a consultant, her capacity to understand the cultural differences and nuances of different locales makes her a valuable asset to The Rainmaker Companies. Adelaide has her BA from Vanderbilt University and her MA from the American University of Paris.

Michael Newton

Michael Newton is a Senior Consultant for Wolters Kluwer Tax & Accounting North America. Michael has been conducting consulting and training on various CCH® ProSystem fx® products including CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach and CCH® ProSystem fx® ActiveData since joining Wolters Kluwer in January 2012.

Michael is also a CPA (Georgia) and worked in public accounting for over six years with a mid-sized regional accounting firm, performing tax and audit engagements for all types of clients. The primary focus of Michael’s public accounting experience encompassed internal and external audit engagements, including consulting experience for developing and implementing internal control systems in compliance with Sarbanes-Oxley for clients in various industries.

Michael has a well-rounded background to implement paperless systems in CPA firms across the country.

Tony Nitti, CPA

Tony is a Tax Partner in WithumSmith+Brown’s National Tax Service Group and the founding father of the firm's Aspen, Colorado office. He is a CPA licensed in Colorado and New Jersey, and holds a Masters in Taxation from the University of Denver. Tony’s specialty is corporate and partnership taxation, with an emphasis on complex mergers and acquisitions structuring. Tony has authored many feature articles for the Tax Adviser and Taxes Magazine, as well as research material for Wolters Kluwer and RIA Checkpoint, including Wolters Kluwer’s CCH Expert Treatise Library: Corporations Filing Consolidated Returns. Tony is also a regular contributor to Forbes and, where he writes about tax policy and major court decision, and has been quoted many times in the Wall Street Journal, Bloomberg Finance, and CNN Money. Finally, Tony regularly teaches CPE around the country, and has become one of the most in-demand tax lecturers in America.

Charlene Noll

Charlene Noll

Charlene Noll is the Director of Product Development for CCH Research & Learning, a business unit of Wolters Kluwer Tax & Accounting US, where she oversees the development and design of new information solutions (CCH AnswerConnect, CCH Axcess iQ) that address the evolving needs of tax and accounting professionals.

Prior to joining Wolters Kluwer Tax & Accounting US in March 2014, Charlene was the Vice President, of Product Development at eChalk, a leading educational learning management and communication platform for K-12 schools. In this role, Charlene was responsible for all aspects of product design and development of their K-12 communication platform. Prior to eChalk she was one of the original team members that designed and developed the Thomson Reuters - CheckPoint application.

Charlene has more than 15 years of diverse experience in customer driven product design and development within the biomedical, tax, legal publishing, and education fields. She holds a BA in Business from Boston University, and an MBA from Fordham University, with a focus in Information Systems.

Jody Padar, CPA

Jody Padar is one of the accounting profession’s foremost visionaries and pioneers. Jody has led the transition of next-generation public accounting firms through open collaboration and change management. She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm and is CEO and principal of New Vision CPA Group in Chicago. Her background as an author, lecturer, coach, consultant and mentor gives her a breadth of experience in innovation, technology and change management. Jody has shared her expertise on the “new firm” business model with the AICPA, CPA Trendlines and Accounting Today. She has been quoted by Bloomberg, Forbes and The Washington Post and regularly contributes to QuickBooks’ blog. One of the Top 100 Most Influential People by Accounting Today since 2011, Jody is also an Accounting Today Managing Partner Elite since 2015, and one of the Top 10 Money & Finance Writers on LinkedIn’s Top Voices list. She earned her BBA from Saint Mary’s College and MST from Northern Illinois University. She is also an adjunct professor at Oakton Community College and contributing member of the Intuit Trainer Writer Network. Jody is a member of AICPA and MACPA.

Shannon Paret

Shannon Paret joined Wolters Kluwer in 2015 as a Solution Architect for their Canadian Tax, Accounting and Audit Division. She is a designated CPA, spent 14 years with a Federal Crown Corporation in Corporate Finance & Account Manager roles. As a Sr. Manager of Vendor Governance she rolled out a new Governance, Risk and Compliance (GRC) software for Canada's Largest Retailer. Shannon comes to Wolters Kluwer with a breadth and depth of experience in accounting, finance, sales and software solutions.

Shannon delivers customized Solution Presentations to Accounting Firms across Canada, focusing on each firms pain points. She is an avid Wolter Kluwer speaker, attending many conferences throughout the year. She shares her passion for making change with our solutions within the Canadian accounting industry.

Tyler Pendergraft

Tyler Pendergraft is a Software Consultant for the Professional and Client Services division of Wolters Kluwer Tax and Accounting. As a Workflow Consultant, Tyler is responsible for helping firms successfully transition to more up-to-date electronic environments by providing training and consulting services on CCH® ProSystem fx® Document, CCH Axcess™ Document, CCH Axcess™ Workstream, CCH Axcess™ Practice and CCH Axcess™ Portal.

Tyler joined Wolters Kluwer in August 2015. He previously spent five years providing support for a number of Wolters Kluwer products including CCH® ProSystem fx® Tax, CCH Axcess™ Document, CCH Axcess™ Workstream, CCH Axcess™ Practice and CCH Axcess™ Portal. From this role he brings in-depth knowledge of these products to the Workflow Team.

Tyler holds a Bachelor’s degree in Business Administration from Wichita State University. He resides in Wichita, Kansas. In his spare time, Tyler enjoys spending time outdoors with his family.

Jeff Phillips

Jeff Phillips has 19 years of experience in building and implementing recruitment strategies and has spent the last 6 years leading Accountingfly, a recruitment platform that matches accountants and bookkeepers with innovative accounting firms for full time, remote and seasonal jobs. Jeff was previously with where he delivered recruitment solutions for clients like H&R Block, Dell, and Walmart. Jeff is also publisher of the popular website Going Concern, which has the largest online audience of Millennial CPAs, giving his team insights into the next generation of firm leaders. He was named among the Top 100 Most Influential People by Accounting Todayf or 3 consecutive years. Jeff is a member of the CPA Consultants Alliance and lives in his hometown of Pensacola, Florida.

Jim Piller

Jim Piller

Jim Piller heads the Firm’s System Consulting and Training Practice Group which maintains a specialty in enterprise project management and technology implementations. As a Consultant for a number of Fortune 500 companies, Jim specializes in working with organizations that understand the strategic nature of business goals with technology projects, implementation strategies and security issues and how they relate to their success. He assists clients with the full project life cycle, from concept to delivery, giving them a competitive edge in meeting their goals. Jim is an active member of various systems groups and he is a frequent lecturer/panelist on Information Systems topics and a computer education trainer. His professional credentials include: Microsoft Certified Professional, Microsoft Certified Partner; Silver Desktop and Silver Midmarket Solution Provider; Small Business Specialist, Microsoft Online Services Partner, Windows Top Insider, Technical Contributor/Lecture/Panelist, and Technology Evaluator and Beta Tester.

Nichola Pivin

Nichola Pivin

Nic joined Wolters Kluwer in 2013 as a Product Management Specialist and was promoted to the position of Product Manager in 2014. Nic is primarily focused on CCH iFirm, both for the development of new modules, as well as for the refinement and enhancement of existing applications. As a Product Manager, Nic has developed a strong understanding of the Canadian accounting market through his business intelligence expertise and extensive interaction with accountants in all firm sizes. He uses this knowledge to inform his work with CCH iFirm.

Before joining Wolters Kluwer Nic was a Business Intelligence Analyst at BRP and worked as an Auditor at Deloitte Canada. He holds a M.Sc. in Business Intelligence from the University of Sherbrooke.

Ken Pyle

Ken Pyle is a partner of DFDR Consulting specializing in Information Security, Computer Forensics, Enterprise Virtualization and Network Engineering. Ken has an extensive background in Network Penetration and Remediation, Compliance and Secure Design. Prior to joining DFDR, he served as a Security and Network Engineer for several Information Technology companies and as the IT Director/Security Engineer of a large accounting firm. Ken has consulted with financial institutions, banks, government defense contractors and other highly secure facilities on issues of Information Security, Computer Forensics and Secure Network Design.

A long-time veteran of information security in the financial and accounting sectors, Ken is the author of numerous exploits and vulnerabilities in many popular accounting products. Ken's work been publicly acknowledged by companies such as Wolters Kluwer, Sage, and others.

Karim Rashwan

Karim began his career in financial services in 1999 with Investors Group, where he worked for four years as an advisor before moving on to CIBC Imperial Service for another four years in the same capacity. Feeling his passion shift from working with end investors to wanting to support Financial Advisors directly, Karim joined Wolters Kluwer in 2008 where he originally trained on and then managed FP Solutions. Following an almost ten year run at Wolters Kluwer, Karim joined AdvisorStream in late 2017 as Director of Product Management. In addition to managing the overall product roadmap, Karim is responsible for securing and managing AdvisorStream’s current and future publisher partnerships, managing key technology partnerships, managing key accounts, and for leading AdvisorStream’s launch into the UK market this year.

Joe Rebman

Joe Rebman

With over 10 years tax experience spanning multiple tax functions, Joe has a breadth of practical tax knowledge and insights to help individuals and corporations. The past 6 years have been focused primarily on sales and use taxes and working with database and software tax solutions.

Darren Root

M. Darren Root is CEO of Rootworks—a nationally recognized member-based education organization dedicated to helping accounting firms successfully transform their practices into thriving businesses…what Root terms a Modern Firm™. He is a practicing CPA with more than 30 years of practical experience running his firm, RootAdvisors.

Over the course of his career, Root has authored three successful business books: The E-Myth Accountant, YouTility for Accountants and The Intentional Accountant. He has consistently been recognized as a top thought leader within the accounting profession, having been named to the “Top 25 Most Influential Thought Leaders” and “Top 100 Most Influential People” lists multiple times. Root is the former Executive Editor of CPA Practice Advisor, a member of the Board of Directors for The German American Bancorp, and a highly sought-after speaker on the subject of building a Modern Firm.

Cathy Rowe

Cathy Rowe is the Director, Product Management for Wolters Kluwer Accounting and Audit Solutions. Cathy has been with Wolters Kluwer since 2006. During her time at Wolters Kluwer, Cathy spent almost 10 years on the CCH® ProSystem fx® Engagement and CCH® ProSystem fx® Knowledge Coach Design Team, helping to design hundreds of new features to assist accounting firms get the most out of their audit workflow tools.

She has been involved in two major Contextual Design projects, during which she interviewed dozens of auditors and observed their workflow with the aim of developing new solutions. This experience gives Cathy a unique understanding of the needs and best practices for firms of all sizes in her current role as the Product Manager for Accounting and Audit Solution.

Prior to joining Wolters Kluwer in February 2006, Cathy spent several years in public accounting. During that time, she worked with both PricewaterhouseCoopers and Ernst & Young, as well as a smaller local firm.

In 2013, she was named as one of the Top 40 Under 40 thought leaders in the accounting industry by CPA Practice Advisor because she made significant progress in bringing the customer workflow perspective into the Design and Development processes at Wolters Kluwer.

Damon Russel

Damon Russel is Product Manager for Workflow Solutions at Wolters Kluwer Tax and Accounting North America. Damon is responsible for driving the strategic development plan and portfolio management of global document management and client collaboration solutions. He has 10 years of experience delivering enterprise software solutions to tax professionals and their clients in North America. Damon works closely with prospects, evaluators and existing customers and their clients to understand and solve market problems and trends facing the profession. An emerging industry thought leader focusing on document management and client collaboration, Damon is a frequent guest speaker for webinars hosted by various trade magazines serving tax professionals.

Peter Scavuzzo

Peter Scavuzzo

Peter Scavuzzo is a Partner and chief information officer (CIO) of Marcum LLP, a top national accounting and advisory services firm with approx. 1900 employees across the U.S., as well as Grand Cayman, China and Ireland. Marcum LLP is part of the Marcum Group, a diversified portfolio of professional service organizations.

Mr. Scavuzzo is responsible for creating and executing the strategic technology roadmap across all Marcum Group companies. His current strategic charter focuses on five major points: Innovation, Digital Transformation, Customer Experience, Data Analytics/Insights, and Risk Aversion. During his tenure at Marcum, he has played a key role in the Firm's expansion from two to 35+ offices, and successfully integrating more than 40+ M&A transactions.

As an executive leader reporting directly to the chairman and CEO, Mr. Scavuzzo provides direction in all strategic technology initiatives. He is the Firm leader in Digital Transformation and is a strong advocate of leveraging technology to ensure the Firm maintains long-term viability and competitiveness in a rapidly accelerating technology landscape. The initiatives he is promoting are focused on digitally modernizing traditional processes and leveraging technology to drive efficiency and maximize staff productivity. He is a member of several key Firm committees and actively workshops with executive leaders on both technology trends and the Firm's innovative strategies and how they will impact core business deliverables.

Bill Sheridan

Bill Sheridan is a knowledge hunter, content curator, lifelong learner, and EOS implementer. As chief communications officer for the Maryland Association of CPAs and the Business Learning Institute, he created and co-authors the association’s acclaimed blog, CPA Success, and manages the association’s member communications and numerous social networks. He was named one of Accounting Today’s 100 Most Influential People in Accounting for 2016. Bill has been named a Certified Association Executive by the American Society of Association Executives. The designation certifies that he has studied and practiced every aspect of association management. As an EOS implementer, Bill helps business leaders get what they want from their businesses. EOS is a complete, proven system of simple, practical tools that help businesses achieve three things: Vision – Getting leaders 100 percent on the same page with where their organization is going and how it is going to get there; Traction – Helping leaders become more disciplined and accountable, and to execute well to achieve every part of their vision; Healthy –Helping leaders work together as a healthy, functional, cohesive team. Bill speaks regularly at national conferences on the future of the accounting and finance profession, the strategic uses of social media, and the evolution of communication, collaboration and education. He delivers frequent presentations on behalf of the Business Learning Institute and is a certified Insights to Action strategic facilitator. He can be reached at (443) 632-2314 or

Donny Shimamoto

Donny Shimamoto is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and business process outsourcing for small businesses, middle market organizations, and nonprofits.

Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount. He is the recipient of numerous industry awards and can be seen across the U.S. educating audiences year after year.

David Simmonds

David Simmonds

David Simmonds began his career in the 1990s working for a firm that specialized in accounting and tax in the agriculture industry. In 2014 David formed his own firm, David Simmonds CPA Professional Corporation, with a focus on the small business sector with a particular interest in working with businesses that have adopted the latest cloud technologies.

Simmonds CPA is a one hundred percent cloud-based accounting service with customers all across Canada. The firm also has clients in the United States and other international locations. The firm is completely paperless, employs cloud-based solutions, and works exclusively with clients that use cloud-based technologies.

Jarvis Soeda

Jarvis Soeda is a Manager of Professional and Client Services for Wolters Kluwer Tax and Accounting North America. He started his career with Wolters Kluwer in 2001 as an Engagement Consultant conducting training and consulting on ProSystem fx® Engagement. Jarvis manages the Tax and Audit and Accounting Professional and Client Services Teams. Jarvis resides in Huntington Beach, California.

Prior to joining Wolters Kluwer, Jarvis worked at an international public accounting firm for four years focusing on assurance services. Jarvis has extensive audit, financial reporting, and business process experience. He also has experience in designing, implementing, and using paperless engagement solutions. Jarvis received his Bachelor’s degree in accounting from The University of Hawaii, at Manoa.

Marc Staut

Marc Staut is a Principal and Consultant at Boomer Consulting, Inc. He helps to meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. He feels that “Technology should be an enabler – something that’s approachable, aligned with and integral to the success of each firm. With Boomer Consulting’s focus on vision and strategy, together we can provide actionable advice and guidance for firms to leverage technology as a competitive differentiator.” Marc has been a speaker at the AICPA Practitioners Symposium and Tech+ Conference since 2010, and a member of the conference planning committee since 2014. He is a regular speaker, author and panelist on technology in the accounting profession, cloud computing, mobile technology, leadership and vision. He was honored by CPA Practice Advisor as a 2011 recipient of its annual 40 Under 40 Award. Prior to joining Boomer Consulting, Inc., Marc was Principal and CIO at CohnReznick, one of the nation’s ten largest accounting, tax and advisory firms. With 17 years of experience in accounting technology, he has held many roles and advised firms of all sizes as an industry thought leader. Marc considers himself a geek in all the best ways, he is also a runner, a writer, an entrepreneur, an avid book lover, an amateur psychologist and part-time philosopher, a beer and bourbon snob, and an unrelenting ambassador for technology who is happy to “talk tech” all day long. He holds a Bachelor’s degree in Psychology from Virginia Tech.

Vanessa Stewart

Vanessa Stewart is a Senior Tax Software Consultant for Wolters Kluwer, Professional and Client Services. Vanessa has been providing consulting and training on many Wolters Kluwer’s products concentrating on CCH Axcess™ Tax, CCH® ProSystem fx® Tax and CCH® ProSystem fx® Scan.

Vanessa has been employed with Wolters Kluwer since 2002. She worked over 10 years in various Wolters Kluwer customer service departments providing functional and technical support to many Wolters Kluwer products. Prior to joining Professional and Client Services in May 2014, she was a Content/System Support representative supporting Wolters Kluwer’s Power User, National and Strategic customers. She earned her college degree in Business Administration from Tabor College and is a Certified Lean Six Sigma Green Belt.

As a member of Professional and Client services department, Vanessa applies her extensive knowledge of Wolters Kluwer products and tax preparation experience to her responsibilities and assigned projects within the department.

Vanessa lives in Wichita, Kansas with her three children, Nathaneal and twins Sascha and Samuel. She enjoys travelling and spending her time with family and friends.

Russ Sullivan

Russ, a former staff director for the Senate Finance Committee, advises clients on strategy and business planning as a senior advisor to McGuireWoods Consulting. He also provides strategic legal counsel to the McGuireWoods LLP clients, offering comprehensive solutions from an administrative, regulatory and legislative perspective to some of their most complex matters. He brings a unique perspective to a wide variety of issues facing a broad range of industries, including tax, healthcare, energy, pensions, transportation, education, trade and economic development, as well as matters involving the nonprofit and for-benefit enterprise sectors.

Russ began working on Capitol Hill in 1995 and joined the Senate Finance Committee staff in 1999. He served as the staff director to the committee from 2004 until his retirement from the Senate in 2013. During his tenure, many of the most complex issues facing the business community came before the committee. A native of Little Rock, Arkansas, Russ graduated from Baylor University and received his law degree from the University of Texas. He is active in the community, and serves on the board of Capital Area Reach, a mentoring program for students in the Washington, D.C. area.

Deryl Sweeney II

As an experienced entrepreneur and marketer, Deryl has worked across multiple marketing disciplines throughout his career in companies both large and small, while also spending time in the agency world and as a consultant. Truly understanding the people and businesses he and his clients serve has been a key differentiator for him at each of his career stops. Today, as the cofounder of CoPilot, LLC, he works with clients to help them use data to understand their current customer base, identify prospects most likely to convert and to get highly targeted messaging in front of them using innovative marketing technologies. Deryl has been a go-to resource for digital marketing strategy and tactics, and will look to share what’s working in 2018 for his clients while answering your own marketing questions at CCH Connections: User Conference 2018.

Scott Taub

Scott A. Taub is a Managing Director of Financial Reporting Advisors, LLC (FRA), and the author of the Revenue Recognition Guide and a co-author of CCH’s Financial Instruments: A Comprehensive Guide to Accounting and Reporting. He is a member of the FASB/IASB Joint Transition Resource Group for Revenue Recognition, was a member of the IFRS Interpretations Committee from 2008-2014, and was an original member of the Financial Accounting Standards Board (FASB) Valuation Resource Group.

From September 2002 through January 2007, Mr. Taub was a Deputy Chief Accountant at the Securities and Exchange Commission (SEC). He twice served as Acting Chief Accountant for a total of 14 months. He played a key role in the SEC’s implementation of the accounting reforms under the landmark Sarbanes-Oxley Act, and was responsible for the day-to-day operations of the Office of the Chief Accountant.

Prior to September 2002, Mr. Taub was a partner in Arthur Andersen's Professional Standards Group (PSG). Prior to joining the PSG, he was member of the audit practice in the firm’s Detroit office serving publicly held and privately owned companies in a variety of industries.

Mr. Taub is a frequent speaker, having addressed numerous audiences sponsored by a variety of organizations such as the Financial Executives International, the AICPA, the Institute of Management Accountants, the Securities Regulation Institute, and the Practising Law Institute. He was the primary author of several SEC reports and publications, and wrote a periodic column for Compliance Week on financial reporting developments from 2007 through 2016.

Patrick Tokarski, CPA

Patrick Tokarski is an Accounting and Audit Software Consultant for Wolters Kluwer Tax & Accounting North America. He has been employed with Wolters Kluwer since 2016 helping firms become more productive by conducting training and consulting on various CCH® ProSystem fx® products including CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach and TeamMate® Analytics, among others. Patrick also delivers multiple CCH® Learning and Development Academy School of Audit programs such as Knowledge-Based Audit (KBA) Methodology and role-based programs.

Patrick is a CPA and worked in public accounting as an auditor for seven years. In addition, he spent eight years in the professional standards group of a national firm. Patrick has also worked in private industry accounting as a controller and consultant helping to implement software and process changes.

Amy Vetter, CPA, CITP, CGMA

Amy Vetter, CPA, CITP and CGMA, is a powerful influencer in the accounting industry per Accounting Today and CPA Practice Advisor. She’s a published author, transformational keynote and TEDx speaker, and insightful contributor to Accounting Today, CPA Practice Advisor, Entrepreneur and Inc. Entrepreneurship is also in Amy's blood. She is a third-generation woman entrepreneur who has launched and sold multiple businesses including owning and operating her own accounting firm, yoga studios and other business ventures. Over the last 20-plus years, Amy has also been a partner in a CPA firm and has held corporate leadership roles within accounting technology companies overseeing customer, sales, education, and marketing functions. As a technologist and advocate for the accounting profession, Amy has authored several accounting technology reference materials and the book Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by John Wiley & Sons. This book is the CPA, accounting professional and bookkeeper's survival guide to the future of delivering advisory services to their clients with the rise of technology-driven, do-it-yourself financial services. Based on her work-life insights as a CPA and accounting tech executive, Amy is also the author of the book Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In this book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony. Amy regularly presents this topic to accounting professionals and has shared it more broadly in her popular TEDx Talk, Disconnect to Connect: The Path to Work-Life Harmony. As a keynote speaker and influencer, Amy has inspired thousands of accounting professionals on business, financial, technology and work-life harmony topics at hundreds of conferences and universities throughout the U.S. and internationally. As a result, Amy has been recognized by many organizations. Most notably she has been named: one of the Most Powerful Women in Accounting by CPA Practice Advisor (2016, 2017); a Top 100 Most Influential People in Public Accounting by Accounting Today (2015, 2016, 2017); an Outstanding 40 under 40 by CPA Technology Advisor (2006, 2009); the Most Compelling Presentation Award Winner at the 2018 AICPA Executive Roundtable; and, the TEDx Cincinnati Salon Audience Choice Award Winner for 2017. Amy is also an active member of the AICPA IMTA Executive Committee where she leads the Emerging Technology Taskforce. She’s also an AICPA CITP Champion, CALCPA MAP State Committee member, CALCPA Women's Leadership Forum Conference Committee member, and the OSCPA Cincinnati’s Women’s Initiative Committee. Additionally, Amy serves as an adjunct professor for the accounting department at the University of Cincinnati. Amy holds an MBA from Nova Southeastern University and a BBA in Accounting from the University of Cincinnati. Learn more at and follow her @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.

Bernie Wagner, CPA

Bernie Wagner is a Senior Software Consultant for Wolters Kluwer, Tax and Accounting North America. He received his degree in accounting from Walsh University in N. Canton, OH, and later earned a Master of Business Administration from Miami University in Oxford, OH.

Bernie started his employment with Wolters Kluwer in 2000. His first position with Wolters Kluwer was as an Engagement Sales Specialist. In 2004, he transferred to his current position. Prior to joining Wolters Kluwer, Bernie worked for 18 years for CLR\Fast‐tax in various sales, tax support and training positions. Bernie also worked in public accounting for four years with a national accounting firm in Cincinnati, OH. He holds a license as a CPA in the State of Ohio.

As a member of the Training & Consulting Department, Bernie’s duties include customer training and consulting on the CCH® ProSystem fx® suite of tax and accounting products.

Garrett Wagner

Innovating change through understanding the millennial generation, leadership, and technology have allowed Garrett to be one of the thought leaders in the industry spearheading the millennial movement. As an emerging leader in the CPA landscape and an expert at understanding the new millennial generation, Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods.

Garrett works with CPA firms across the country helping them to implement lasting change by understanding the unique needs of each organization. Garrett specializes in corporate taxation and is able to successfully implement ideas and change by using his communication style to get support from key members of the Firm. With his ability to think outside the box, develop procedures, and train staff it has allowed Garrett to have tremendous success in bringing about lasting change. Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders and understanding the shift in the profession to providing value added consulting services, that Firms can obtain long lasting success. Started the LinkedIn group Innovating Trailblazers to provide support for the next generation of leaders by allowing them to share ideas, frustrations, and support each other’s growth.

Bruce Washam, MBA

Bruce Washam is an Implementation Consultant at Wolters Kluwer Tax and Accounting. Bruce joined the Professional and Client Services team at Wolters Kluwer in 2014 and has worked in technology management in Public Accounting firms ranging from local to national firms since 1988.

As an Implementation Consultant, Bruce is responsible for performing implementations and IT Consulting for CCH Axcess™ and CCH® ProSystem fx® products.

Bruce is a prior CPA (expired) and received his MBA from Metropolitan State University in St. Paul, MN.

Jill Weinstein

Jill Weinstein is the Director of Subscriptions in the Research & Learning business. Jill joined Wolters Kluwer in 1993 and brings over 20 years of experience in the tax and accounting industry in the areas of technical research and development. Jill is responsible for Wolters Kluwer’s latest exciting areas of innovation in the world of tax research. These new innovations are the result of direct customer feedback inspired to increase productivity, ease-of-use, speed to answer and overall comprehensiveness of the analysis. Jill has a Master’s degree in Technical Communication.

Gregory White

Greg White, CPA, is an adjunct professor for Golden Gate University. He’s admitted to practice before the United States Tax Court. White is a founder and shareholder, WGN PS. He has been named a Top 50 IRS Representation Practitioners in the U.S. by CPA Magazine and has taught for a number of professional organizations. Greg enjoys the technical side of tax, but also likes to have fun in class.

Sandra Wiley

Sandra Wiley, President of Boomer Consulting, Inc., has been lauded for her industry expertise in human resources and training. She is often called the “go-to person” for solutions to the profession’s staffing crisis, citing her wise advice on hiring – and keeping – employees for the rest of their careers. Sandra developed the P3 Leadership Academy and hosts regional training sessions throughout the country. She is also a founding member of The CPA Consultant’s Alliance and a certified KolbeTM trainer, advising firms on building balanced teams, managing employee conflict and hiring staff. Sandra’s role at Boomer Consulting, Inc. includes serving as co-director of the P3 Leadership Academy as well as the Boomer Managing Partner CircleTM, the Boomer HR Circle and the Boomer Nextgen Leader Circle. Her years of experience and influence as a management and strategic planning consultant make her a sought-after resource among the best and brightest firms in the country. Sandra is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor. She is a popular author, bringing penetrating conversations to many online and print publications including Accounting Today, Accounting Web, ADP Thrive, the Journal of Accountancy’s Career Insider, and Intuit’s Firm of the Future. In 2013, Sandra penned The Journey Ahead: A New Roadmap to Collaboration in Your Firm (available on Amazon). In 2015, in partnership with the AICPA, Sandra wrote The Engaged Employee: 10 Initiatives for Successful Firms (available in the AICPA Store). She is also the author of an award-winning marketing plan, Rebuilding the Community Bank, published by the Bank Marketing Association. Prior to joining Boomer, Sandra worked for over 16 years in the financial services industry in the areas of human resources, marketing/sales, training and business development. She has developed numerous one-day seminars in human resource and marketing and served as an officer of the American Institute of Banking.

Amanda Wilkie

Amanda Wilkie, Consultant at Boomer Consulting, Inc., has a computer science background, but she’s not your average geek. With two decades of technology experience, Amanda has spent 13 years driving change and process improvement through innovative technology solutions working across firms of varying sizes in the public accounting profession. She has held strategic leadership positions in firms ranging from Top 50 to Top 10, including her most recent role as CIO of a Top 30 firm. Amanda is a recognized expert in the profession who regularly speaks and writes on blockchain and cryptocurrency and their impact on the profession.

Dana Yates

Dana Yates is a Senior Consultant for Wolters Kluwer Tax and Accounting North America. Dana has been conducting consulting and training on CCH® ProSystem fx® Engagement since joining Wolters Kluwer in July 2008. She also consults/trains on other audit products and courses, including CCH® ProSystem fx® Knowledge Coach, TeamMate® Analytics, and the CCH® Learning and Development Academy School of Audit. Dana leads the CCH® ProSystem fx® Knowledge Coach Training and Consulting Team.

Dana worked four years in public accounting prior to joining Wolters Kluwer. Her industry experience includes nonprofit, credit unions, employee benefit plans, and small business.

Dana is a graduate of High Point University in High Point, NC. She received a bachelor’s degree in Accounting with minors in mathematics and English. Dana currently resides in Winston-Salem, NC.