Vern Hoven, CPA, EA, MTA, is one of America's premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He receives outstanding evaluations and has won numerous teaching awards. Vern is the author of the best-selling Real Estate Investor's Tax Guide. He’s a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association.
Sharon Kreider, CPA, EA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon Kreider will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon Kreider will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations.
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Karen Brosi, EA, CFP, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP professional and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen Brosi will teach you how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media such as BusinessWeek. Karen Brosi’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching you what you need to know to optimally assist your clients.
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Frank W. Crawford, CPA, is President of Crawford & Associates, P.C., Certified Public Accountants, an accounting firm located in Oklahoma City, Oklahoma. The firm specializes in providing auditing, consulting, and accounting services solely to governmental entities and is a member of the AICPA’s Government Audit Quality Center.
Over the last 26 years, Crawford & Associates has provided a variety of audit and accounting services to all sizes of government, including many types of financial statement audits and attestation services, fraud investigations, internal control analysis, accounting policy and procedure development, contract internal auditing and internal monitoring, developing management anti-fraud programs and controls, quality assurance reviews, training, and expert witness testimonies.
Mr. Crawford recently completed a four-year term as Chairman of the AICPA Government Expert Panel and has been involved in a number of other AICPA committees and task forces, including the AICPA Governmental Accounting and Auditing Committee, the AICPA Government and Not-For-Profit Expert Panel, the AICPA Government Performance and Accountability Committee, and the AICPA GASB 34 Audit Guide Revision Task Force. Mr. Crawford is the current Chairman of the AICPA National Governmental Accounting and Conference Planning Task Force (9 years) and is also a member and co-chair of the Planning Committee of the AICPA’s Government and Not-For-Profit Training Conference (13 years).
A frequent lecturer, trainer, and discussion leader for numerous groups, including Western CPE, U.S. Federal Government Agencies, various local and national CPA firms, a number of State Societies, Mr. Crawford has appeared in several AICPA continuing professional education programs.
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Rick is recognized as one of the leading experts in the college funding field. He has written more books, developed more software, and trained more financial professionals on the topic of college funding than any other person in the United States. As cofounder and director of the National Institute of Certified College Planners, Rick has been invited to speak on college funding to his contemporaries at state CPA and FPA conferences in over 40 states. He has been a featured speaker at the Financial Planning Association’s Success Forum, the National Association of Personal Financial Advisors (NAPFA) Northeast/Mid-Atlantic regional conference, the National Employee Benefit Forum, the New York State Society of CPAs Personal Financial Planning conference, and the AICPA Tax Strategies for the High-Income Individual conference. Rick has also given seminars for the University of Arizona and the New York State Student Financial Aid Administrators.
Rick has written and coauthored many books in the college-planning field, and has been a provider of education programs for organizations such as Microsoft, the American Institute of Certified Public Accountants, Oppenheimer, State Farm Insurance, the National Association of Personal Financial Advisors, and more. Rick has been quoted in Forbes, Newsweek, U.S. News & World Report, Money, BusinessWeek, Kiplinger's Personal Finance, The New York Times, Smart Money, The Wall Street Journal, and many other major financial publications.
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Dave Dube, CPA, MSA, MST, is the founder and president of a publishing and seminar company which specializes in the executive financial education and professional continuing education markets in both the U.S. and internationally. Dave lectures extensively throughout the year, typically instructing ten to twelve weeks in Europe, Asia and Africa on the topics of accounting, budgeting, strategic planning, management reporting and financial tools and techniques and has written and published training manuals and other instructional materials on all of these topics. Dave spent several years in accounting, including working for an international accounting firm, followed by over fifteen years as a partner/shareholder for various investment banking firms, specializing in providing corporate finance services to microcap, publicly-traded issuers.
Dave presently serves on the boards of directors of two publicly-traded companies and chairs the respective audit committees. In addition, Dave is a registered investment advisor and owns and serves as co-portfolio manager of an SEC-registered mutual fund which, due to the fund’s unique branding, was recently recognized by US News and World Report as "one of the ten most quirkiest funds on the market".
Dave is presently pursuing his doctorate in business administration with a concentration in accounting and, as time permits, continues to research and collect material for a planned book entitled "Ponzi-Mania: All Men and Their Financial Scandals are NOT Created Equally".
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Dennis F. Dycus, CFE, CPA, CGFM, ACFE Fellow, serves as Director of the Division of Municipal Audit for the Comptroller of the Treasury, State of Tennessee. He’s an active member of the American Institute of Certified Public Accountants, the Tennessee Society of Certified Public Accountants, the Government Finance Officers Association, and the Association of Government Accountants. Based on his career experience working with a national accounting firm and spending the last 38 years involved in the audits of all forms of governmental entities, Dennis brings a wealth of practical knowledge to his presentations. He’s developed and conducted training programs in all 50 states, Canada, Guam, Austria, and Puerto Rico, related to the detection and prevention of fraud as well as all aspects of governmental accounting, auditing, and financial reporting.
Dennis has been awarded the Florida Society of CPAs’ Distinguished Discussion Leader Award, the AGA’s National Education and Training Award, the Tennessee Society of CPAs’ Outstanding CPA in Government Award, the Association of Certified Fraud Examiners Outstanding CFE in Government Award, to name but a few.
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Stuart Ellis-Myers, aka ‘Twitchy,’ is proud to be the world’s only keynote speaker and CPE lecturer who lives with the rare neurological disorder Tourette’s Syndrome. Sudden, involuntary body movements compel him to constantly jerk, twitch, and shriek.
As one of North America’s most in-demand keynote speakers and CPE lecturers, Twitchy is living proof that anyone who overcomes overwhelming circumstance tends to develop extraordinary approaches to everyday challenges—often with extraordinary results. Having spoken to many hundreds of professional groups around the world, Twitchy is known for his lively, experiential presentations where participants learn by doing. He is extremely effective at enabling participants to understand complex business communication and leadership processes.
No other CPE speaker ensures you will leave their sessions with immediately usable insights and actions, many drawn from one-on-one video interviews Twitchy has conducted with expert financial professionals just like you. Audience participants consistently give Twitchy’s programs high marks for impact, inspiration, and immediately usable relevance.
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William Eskin, CPA, is very active in the accounting and auditing industries where he may be best known for identifying and proving CPA malpractice. In addition, Bill has taught courses on GAAP, GAAS, and SSARS compliance, as well as fraud detection and prevention.
Previously, Bill was the Director of Financial Analysis & Investigation for the world's largest surety group where he worked principally with claims attorneys and underwriters in analyzing complex surety issues, investigating and reducing potential claim exposure, and maximizing recoveries mainly through identifying and proving CPA malpractice.
Bill's professional experience also includes more than 12 years of working for various CPA firms in the mid-Atlantic region where he specialized in construction, litigation support, and other services.
Bill has been a featured speaker at numerous AICPA National Construction Conferences, numerous state CPA society conferences, the National Association of Surety Bond Producers, various CFMA chapters, CICPAC, numerous CPA firms, and various other organizations. The AICPA has awarded Bill its "Outstanding Discussion Leader" in each of the last three years.
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Owen Fiore, JD, owner of FioreWealthPlanningConsulting, advises high-wealth business owners and investors and their advisors on family succession planning, the effective uses of entities, and valuation issues in order to assist in building, managing, and preserving wealth. For over 40 years, Owen was a tax and estate planning lawyer in California and is now based in Idaho. He achieved a national reputation as a proactive planner and tax litigator, including having several published Tax Court Decisions that resulted from his representation of clients in IRS audits, at appeals, and in U.S. Tax Court. Owen has lectured nationwide at numerous tax institutes and conferences, including the AICPA’s Tax Strategies for the High-Income Individual and Advanced Business Valuation conferences, the NYU Institute on Federal Taxation, and more. He’s presented courses for the California CPA Education Foundation, Western CPE, and other CPE providers. Owen’s a regular contributing author to CCH Business Valuation Alert magazine and the “LISI Estate Planning Newsletter.”
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Jerry Furniss, BBA in Accounting, MBA, JD, is an award-winning instructor in the fields of business law, securities, insurance, and real estate, and has published more than 30 professional articles and three books on business and legal topics. Jerry is a professor of business law at the University of Montana and teaches courses in the fields of real estate, law, securities, and insurance to over 2,000 industry professionals each year. He is highly regarded for bringing insight and humor into the classroom.
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H. Garland Granger, MA, CPA, CIA, CFE, is President of Professional Accounting Seminars, Inc. He received his master’s degree in business administration from Appalachian State University and later attended the University of Virginia and Virginia Polytechnic Institute to complete his accounting degree. He’s been teaching accounting seminars for the past 15 years and more than 750 continuing education seminars to CPAs in 17 states. Prior to starting his own company, Garland taught seminars for Bell Learning Systems, Inc., the largest provider of CPE in the South. Garland’s primary focus is financial accounting, fraud prevention and detection, and internal controls for mid- to small-sized businesses. His teaching style is interactive, and he enjoys using hands-on examples to reinforce his points. Garland’s sense of humor and his teaching style make his seminars fun and helpful in improving the skill level of each participant.
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C.J. Bawden (Nevada Exchange), Tanji Northrup (Utah Exchange), and Daniel Lopez (Paychex)
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Leita Hart-Fanta, CPA, CGFM converts the complex topics of accounting, finance, auditing, and strategic planning into information that professionals can absorb and use. The author of Accounting Demystified, The Four Principles of Happy Cash Flow, and STEP-by-STEP: Building a Persuasive Audit Report, she worked five years with the Texas State Auditor’s Office as both an auditor and a communications specialist. She has owned and operated Leita Hart CPA & Associates, a training and professional development company, since 1995. Her clients include EDS, Dell Computer, First Data Corporation, Joseph Eves CPAs, the Texas State Auditor’s Office, plus many others.
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David Holt, CPA, CFE, has been recognized by the American Institute of Certified Public Accountants (AICPA) as an Outstanding Discussion Leader for the state of Texas. He was also voted Outstanding Speaker of the Year for 2006–2007, by the Rio Grande Valley Chapter of CPAs. He has more than 30 years’ experience in public accounting (as an auditor and fraud examiner) and has taught CPE seminars since 1992.
David has authored more than a dozen CPE topics and was a contributing author to the Practitioners Publishing Company book A Guide to Preparing Governmental Financial Statements. He is also a former faculty member of the Association of Certified Fraud Examiners. In addition to teaching more than 80 seminars a year, David provides audit, accounting, and fraud consultations and training for CPA firms, corporations, governments, and nonprofit organizations.
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Vern Hoven, CPA, EA, MTA, is one of America's premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He receives outstanding evaluations and has won numerous teaching awards. Vern is the author of the best-selling Real Estate Investor's Tax Guide. He’s a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association.
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Don Hutson’s careers in speaking, management, and sales have brought him many honors. After becoming the #1 salesperson in a national training organization, he established his own training firm and was soon in demand as a professional speaker. Don is a member of the prestigious Speakers Roundtable. He was elected by his peers to the presidency of the National Speakers Association and received its coveted Cavett Award. He was also inducted into NSA’s Speakers Hall of Fame. Don is CEO of U.S. Learning and Chairman of Executive Books.
Don is the author or coauthor of 12 books, including best sellers The Sale, The One Minute Entrepreneur, and The One Minute Negotiator. In addition, he’s been featured on both PBS and Fox News.
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Bob Jennings CPA, CFP, EA, is known for teaching informative and exciting business seminars in layman’s terms through the use of humor and down-to-earth stories. Attendees describe him as Seinfeld and Tim Allen with a teaching twist. Bob is an actively practicing founding partner of Hurst, Jennings & Co., LLC, a regional CPA firm in Clarksville, Indiana, that deals exclusively with small business clients and corporate executives. A nationally renowned seminar speaker and author, Bob speaks to over 10,000 professionals annually and is regarded as one of America’s premier speakers. Bob is also a prolific writer, and has authored over 70 articles for professional magazines, including the Journal of Accountancy and The Practical Accountant, and is a columnist for FoxBusiness.com.
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Robert Keebler, CPA, MST, is a partner with Keebler & Associates, LLP, and is chair of its financial and estate planning team. His practice includes family wealth transfer and succession planning, retirement distribution planning, estate administration, and IRS representation. He is a 2007 recipient of the prestigious Distinguished Estate Planners Award from the National Estate Planning Councils and recognized by CPA magazine as one of the top 100 most influential CPAs in America. He is frequently quoted in publications such as The Wall Street Journal, USA Today, Worth, Kiplinger's Report, and Forbes.
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Linda Keith, CPA, CSP works with business and banking. She consults with community banks and credit unions on policy, guidelines, and procedures for credit analysis; reviews and advises on adequacy of software/worksheets; provides training (online or "live") to business bankers; and provides ongoing support by phone, through print manuals/workbooks and continuing access to online courses. She presents at business and banking conferences on business lending, business borrowing, and business success.
Linda Keith's background includes State Examiner with the Washington State Auditor's Office and CPA with a local firm providing services to small and mid-size businesses. She has worked as an independent consultant and trainer to banks for 20 years. Her clients range in size from $150 million to $33 billion asset size.
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Sharon Kreider, CPA, EA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon Kreider will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon Kreider will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations.
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George Lucas, PhD, has been a valued resource to organizations as a speaker, trainer, consultant, and coach for over 25 years. He’s the author and coauthor of several successful books, including The One Minute Negotiator, a national best seller he coauthored with Don Hutson. George has held faculty positions at Texas A&M and the University of Memphis and has been recognized as a top professor in executive and international MBA programs.
George’s primary areas of expertise include business-to-business negotiation skills, sales and business development, marketing strategy, and leadership skills. He’s Executive Vice President and a member of the board of directors for U.S. Learning, Inc., headquartered in Memphis, Tennessee. A partial list of his clients includes AON, ALSAC/St.Jude Children’s Research Hospital, Sonoco Paper, Terminix, and Rust-Oleum.
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Richard Malekian is President of Shareholder Value Consultants, Inc., a management consulting firm specializing in helping client companies create value for shareholders through the implementation of Economic Profit and Free Cash Flow programs. Those programs include the installation of financial management frameworks within client companies based on Economic Profit and Free Cash Flow, and the creation of management incentive compensation programs that are linked to those metrics. Additional areas of specialization include the education/training of client personnel in Economic Profit and Free Cash Flow techniques, and the quantification of customer loyalty initiatives using those measurement tools. His client experience covers several industries, and includes manufacturing services, airlines, chemicals, information technology, retailing, consumer products, and utilities.
Prior to founding Shareholder Value Consultants, Mr. Malekian was a Director in the Shareholder Value Management group at PricewaterhouseCoopers, and was also Vice President at Stern Stewart & Company. Earlier in his career, he served as Vice President within the Corporate Finance Group at American Express. His educational background includes an MBA in Finance from New York University, and a Bachelor of Science degree in Finance from the Wharton School of Business at the University of Pennsylvania.
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Wendy founded Ingenuity Marketing Group in 1992 and is known for her:
Strategic Vision. Wendy has a way of seeing how the patterns of people and systems work and bringing people together to make change happen. Through careful questions, she is able to uncover the challenges and opportunities that people almost always know but may not be able to articulate as a coherent issue. She then comes up with the ideas and solutions that bring people together into action. Able to see the big picture, Wendy brings people together through powerful, persuasive facilitation and communication.
Way With Words. Clarity is the result of any message Wendy touches. She will help you zero in on key messages and themes that define your business and help you communicate them. She is also a professional speaker and trainer and has spoken across the country and in Europe on a variety of business topics.
Bright Ideas. More than once described as a "popcorn popper of ideas," Wendy focuses on the end result and always has more than one way to get there. She sees the big picture and is able to move people and organizations to the big goals. Expect nothing to be dull and everyday; Wendy is always bringing fresh ideas and concepts to the table.
A graduate of the College of St. Catherine with a Bachelors of Science in Communications, Wendy is also a graduate of Augsburg College with a Masters Degree in Leadership. Wendy is currently serving as a board member for the West Side Community Organization. She has worked with professional service organizations since 1987 when she wandered into an accounting firm and started editing their newsletters.
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Larry has practiced as a CPA for over 40 years, has authored accounting and auditing manuals and is currently an author and presenter of live staff training seminars and live webcast and self-study CPE programs. He is president of CPA Firm Support Services, LLC (www.cpafirmsupport.com), an organization that provides resources, training and consulting to smaller CPA firms. Larry writes a weekly blog on Accounting Web.com titled Today’s World of Audits that focuses on practical ways to perform effective and efficient accounting and auditing engagements.
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Daniel N. Rashke is Chief Executive Officer of Total Administrative Services Corporation (TASC), an employee benefits company that develops and markets Section 105 Plans, Section 125 Plans, and other employee benefit programs to small business owners. Dan has been in the tax-advantaged employee benefits field since 1983. As an owner and chief executive, Dan continues to be actively involved in sales and operations at TASC. He designed FlexSystem, a comprehensive system for the administration of Section 125 Plans, and was also directly involved in the development of AgriPlan and BizPlan. AgriPlan, BizPlan, and FlexSystem represent more than 70% of TASC’s revenue.
Trained in tax, insurance, and investment, Dan has authored several articles, provided continuing professional education on employee benefits and employee benefit administration for the financial and tax community, and has lectured at the University of Wisconsin School of Business on entrepreneurialism. He and TASC have been featured in local, regional, and national business publications. Recently, Dan was honored through the Ernst & Young Entrepreneur of the Year Award Program, the Wisconsin Better Business Bureau Torch Award Program for ethics and integrity, and as a community leader with the United Way of Dane County.
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Jeffrey H. Rattiner, BBA, CPA, CFP®, MBA, is President of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals as well as to financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track® (FPFT) program, which provides professionals with the training necessary to become Certified Financial Planner® (CFP) licensees, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. A prolific author in the field of financial planning, he has written Rattiner’s Review for the CFP® Certification Examination Fast Track Study Guide and Rattiner’s Financial Planner’s Bible for John Wiley & Sons, Getting Started as a Financial Planner for Bloomberg Press, Financial Planning Answer Book for CCH, Adding Personal Financial Planning to Your Practice for AMA, plus many other titles. He is a frequent industry writer and speaker and a columnist for Financial Advisor Magazine.
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Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse and IBM. Presently, he presents seminars and webcasts and prepares self-study courses for Western CPE. He has over 30 years' experience as a professor at universities such as the University of North Carolina, the University of Utah, Georgetown University, and Gettysburg College. He also has taught internationally at Kenyatta University in Kenya and the American University of Sharjah in the United Arab Emirates. Three different universities have given Dr. Redding awards for excellence in teaching. Dr. Redding holds a CPA certificate but has elected inactive status.
Dr. Redding’s intellectual contributions are in the fields of financial reporting and auditing. He is the coauthor of the book The FASB: The People, The Process, and The Politics. He has written financial accounting articles on topics such pensions, leases, and capitalization of interest, as well as a number of articles on teaching effectiveness. Each year he publishes The World’s Liveliest Accounting Update, which is a financial accounting, auditing, attestation, compilation, and review update. As indicated by the title, this is an exceptionally energetic and engaging presentation. He is known as one of the country’s most dynamic financial and auditing CPE seminar leaders.
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David H. Ringstrom, CPA is president and founder of Accounting Advisors, Inc. He started the firm in 1991 and provides consulting and training services nationwide. He is a nationally recognized Microsoft Excel expert, and regularly teaches live webinars on spreadsheets and other topics. David has written freelance articles on Microsoft Excel and accounting software for over 15 years, and he has served as the technical editor for over 20 books about accounting software.
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For more than 15 years, Ron Roberson has been a popular tax speaker covering individual and business tax topics. Each year, Ron speaks to thousands of CPAs and other tax professionals about the latest tax-related law changes, planning opportunities, and other business matters. Ron’s energetic, easy-to-understand, and humorous presentation style has made him a favorite nationwide. After beginning his career with international accounting firm Deloitte Haskins & Sells, Ron founded his own firm in Twain Harte, CA, near Yosemite National Park. Ron actively participates in his firm today, bringing his practical experiences into the classroom to bring his tax lectures to life.
Ron is also a prolific author who has written, edited, and collaborated to write tax training manuals for multiple CPE providers, and has written about business entity selection, taxation of corporations, Social Security, and many areas of individual income taxation. Ron has also routinely been a guest on tax-related Internet radio broadcasts.
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Ed Robinson, CPA, CSP, is highly recognized internationally as an energetic Keynote Speaker, Business Growth Coach, and Author. A "recovering CPA" with an engaging personality, Ed covers a wealth of experience, proven leadership and high motivational efforts. His audiences leave with a renewed commitment to professionalism and success.
President and CEO of Robinson Performance Group with over 30 years experience in professional service organizations, Ed provides unique growth strategies and leadership consulting to those businesses.
Ed is a CSP, (Certified Speaking Professional) a designation by the International Federation of Professional Speakers. Only 10% of their membership has earned this prestigious designation.
Having spoken in over 25 countries, Ed is sought after globally for his speaking, coaching an rainmaking techniques. Many of his clients experience a dramatic increase in revenue production.
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Anthony is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Anthony is also a lawyer admitted to practice in both the Commonwealth of Pennsylvania and State of New Jersey located in Philadelphia, Pennsylvania. His areas of practice include corporate business transactions, estate planning and administration and tax matters. Anthony received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law.
Anthony lectures extensively in the areas of protection of assets, preservation of wealth, business transactions, and other tax matters. He has presented more than three hundred seminars to various state accounting societies other organizations, including stock brokerage houses, financial planners, and insurance agents, in educating their clients in various planning techniques and tax issues.
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William C. Rose, MBA, CPA, has a diverse background. He attended Virginia Military Institute and University of North Carolina at Chapel Hill for his undergraduate degree and received his MBA from there as well. His business career began with Haskins & Sells (now Deloitte & Touché) in 1975, where he worked for 11 years.
William joined a large local firm in Winston-Salem, North Carolina, in 1986 and was named the firm’s managing partner in 1988. His client base included privately held companies, nonprofit organizations, and local governmental entities. Under his leadership, the firm grew to four offices and six partners. William found ample entrepreneurial opportunities within the firm and established a real estate firm, an investment management firm, and a quick turnaround tax services firm. William retired from the firm in 2008 after 33 years.
He furthered his career by serving at the local and state levels with the NC Association of CPAs. He’s an adjunct professor at Winston-Salem State University and teaches for the NC Association of CPAs and other training organizations. William also serves as a board member and/or treasurer for six different profit and nonprofit organizations.
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Colleen understands the importance of making the strategic connection between human impact and bottom line profitability. As Chief Strategist and Business Consultant, she reviews, designs, and facilitates change management initiatives for clients resulting in stabilized functions, reduced expenses, increased human performance, and expanded revenue opportunities. Combining over 20 years of experience and a national business network, Colleen launched Rudio Performance Management Group, LLC (RPMG) in 2009. The organization is committed to delivering services that enhance organization’s people, performance, and profitability.
In addition to RPMG, Colleen currently serves as Director of Corporate and Group Solutions for Western CPE, LLC. Over her career, she has served as Executive Vice President for a statewide financial institution, Senior Business Development Officer and Director of Marketing for a statewide CPA firm and Licensed Insurance Agent for a statewide agency. During this time she gained extensive leadership experience in sales and service delivery, compliance, retail operations, team development, performance management, training program development, new product and service development, marketing/advertising plan development and implementation, and profitability enhancement. Her unique cross-industry experiences provide a broad understanding of both profit and non-profit organizations at the local, state and national levels.
In addition to her commitment to organizational development, Colleen is Board Member and Past President for Big Sky Chapter of SHRM, Board Member and Past President for Missoula Downtown Foundation, Board Member and Secretary for Montana Community Development Corporation, Delegate to 2012-13 Leadership Montana, and actively volunteers for numerous local and statewide non-profit organizations.
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Francis Xavier Ryan, CPA, is president of F.X. Ryan & Associates, which specializes in turnaround and lean management for companies in financial trouble. Frank has served on numerous boards of publicly traded companies and nonprofit organizations. In 2008, he was elected chairman of the board of Good Shepherd Center, he has served as chairman of the audit committees of two publicly traded companies, and is the current audit committee chairman of a major nonprofit organization in Maryland. He is an expert on Sarbanes-Oxley and lectures for numerous state and national organizations on ethics and leadership.
A retired Marine reserve colonel, Ryan was recalled to active duty in 2004 and served with Multi-National Force—Iraq until June 2005. Before retiring, Frank served during Operation Enduring Freedom and spent time in Afghanistan with the Joint Forces Special Operations Command. His personal military decorations include three Legions of Merit, the Bronze Star Medal, the Defense Meritorious Service Medal, the Navy Commendation Medal, and the U.S. Army Commendation Medal.
Frank graduated summa cum laude from Mount St. Mary's College and received his MBA from the University of Maryland in 1977. He is the proud father of four and has two beautiful grandchildren.
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Mary S. Schaeffer, a nationally recognized accounts payable expert, is the author of 15+ business books, including the recently published, 101 Best Practices for Accounts Payable. She runs AP Now, a boutique publishing and consulting firm focused on accounts payable issues. Before turning to writing and consulting she worked in the corporate world as an Assistant Treasurer for the Equitable Life Assurance Society, a Financial Risk Manager for O&Y and a Corporate Cash Manager for Continental Grain. She speaks regularly at industry events, one-day seminars, conferences and online events. She has an MBA in Finance and a BS in Mathematics.
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Steven G. Siegel, JD, LLM, is President of the Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in taxation from New York University.
Mr. Siegel has lectured extensively throughout the United States on tax, business, and estate planning topics. He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
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Stuart P. Sobel, EA is the president of Tax Media Network, Inc. located in Indianapolis, Indiana. He graduated in accounting from Ohio University.
For 15 years, his firm, Stuart Sobel Consulting, Inc., provided tax consulting in tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, employment benefits, and tax controversy issues. He has helped to create thousands of diverse businesses and nonprofit organizations including public charities, trade associations, and athletic organizations worldwide. Stuart has helped to form international entities in a number of countries including Belize, Senegal, Central African Republic, El Salvador, Mexico, Lebanon, Suriname, Guinea, Sierra Leone, Ghana, Cameroon, Bulgaria, Romania, Zimbabwe, Iraq, Philippines, Romania, Kenya, Congo, Zambia, and Nicaragua.
During the 30 years he worked for the Internal Revenue Service, Stuart held a number of positions, including revenue agent, expert witness, chief examination branch, chief review staff, and group manager. His responsibilities included oversight of audit selections, examination of tax returns, and technical approval of completed cases. He is one of the co-authors of the Internal Revenue Service Examination Standards and was loaned by the IRS to the Russian Republic for the design of their tax system after the breakup of the Soviet Union. He also co-authored the IRS Guide for Return Selection and Examination Plans for Returns Program Managers
For fourteen years, Stuart taught entrepreneurship, accounting, and tax courses as a member of the Indiana University adjunct faculty. He currently teaches tax planning and tax controversy to CPAs and other financial professionals. He conducts training programs for trade associations, community foundations, government agencies, and private businesses. His average rating for knowledge and presentation skills exceeds 4.75 for the hundreds of presentations made to accounting, taxation, and nonprofit professionals.
Stuart was the producer and host of his own nationally syndicated radio program, Wise Choices: Taxes and Charity Today, which aired for eight years on more than 25 radio stations throughout the United States. The media has referred to Stuart as a tax expert and “The Guru of Giving.” Stuart is a recognized author of four books dealing with taxation and nonprofit issues. He loves to make taxation less “taxing” for the mind and wallet!
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Lauren Solomon, MBA, AICI, CIP, is the trusted image advisor to CEOs, corporations, and individuals worldwide. She’s an internationally renowned speaker, author, coach, and media personality. Lauren is the former VP of Professional Image Development at Chase Manhattan Bank; creator of the professional skills workshop, “The Brand Called Me,” at NYU’s Stern School of Business, and the American Management Association’s “The Power of Your Professional Image”; a faculty member of the Image Consulting Certification Program at the Fashion Institute of Technology; President Emeritus of the Association of Image Consultants International (AICI); resident image expert for Career TV and the Lifetime TV series “Remake My Life”; and an image industry spokesperson. Her ability to take each individual’s unique message from the inside and express it authentically and effectively on the outside has transformed the lives of her clients around the globe, propelling them to greater success.
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Laura Stack, MBA, CSP, has consulted with Fortune 500 corporations for nearly 20 years in the field of personal productivity. She helps leaders create high-performance cultures in their teams and organizations and achieve Maximum Results in Minimum Time®. She is the president of The Productivity Pro®, Inc., a time management training firm specializing in productivity improvement in high-stress organizations. Since 1992, Laura has presented keynotes and seminars on improving output, lowering stress, and saving time in today’s workplaces. She is one of a handful of professional speakers whose business focuses solely on time management and productivity topics. Laura is a high-energy, high-content speaker, who educates, entertains, and motivates professionals to improve workplace productivity.
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Douglas Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he was honored as “outstanding business professor of the year” in 2009. He completed a BS in BA, and an MBA at Lehigh University and started his career at Price Waterhouse in 1969. Doug joined a small firm that became The Curchin Group in Red Bank, New Jersey, where he was a partner for 34 years and continues as a consultant. In 1989 and 1990, Doug was the youngest president of the New Jersey Society of CPAs. He served the AICPA as a representative to Council, a member of the Tax Division Executive Committee, and chair of several committees. Doug is a frequent speaker for the AICPA and many state CPA societies. He’s been quoted in the New York Times, Wall Street Journal, Forbes, and other national publications and has appeared on CNN, CNBC, PBS, and the three major networks.
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Lisa Swallow is an Associate Professor at the University of Montana, teaching accounting and sustainable business between two schools - the College of Technology and the School of Business Administration. She recently published Green Business Practices for Dummies and writes a monthly column for the Missoulian In Business section. She is involved in sustainability literacy and is particularly interested in faculty development to build confidence in integrating climate change issues into general curriculum. Lisa is married with two college age sons. Her interests include international travel, running, yoga, time at the lake, skiing, music and hanging out in the woods with the family's golden retriever, Meiko. Her license plates say it all. Pura Vida!
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David Tyreman came to the United States from England in 1988 with a suitcase and an American Dream. He had a brilliant idea (it’s so brilliant you can have it) to sell antiques in Tupperware style parties—the only person who purchased was his aunt and before he knew it he went broke. All he had left was determination, he had no selling skills or business education yet 7-years later he had morphed his business into Propaganda Inc a Visual Branding Company and moved it to San Francisco. He was a multi-millionaire and was doing business with some of the best-known brands on the planet such as Polo Ralph Lauren, Nike, Tommy Hilfiger and Disney. He was successful because as he learned how to become an entrepreneur he also learned the importance of true positioning and unique differentiation—in short he learned the secrets of Brand Identity and reinvented the subject along the way.
David has helped differentiate and develop brand identity for some of the best-known companies in the world, including Polo Ralph Lauren, Nike, Banana Republic, Tommy Hilfiger, and Disney. He has been featured on CNN, The Wall Street Journal, and many other TV shows, magazines and newspapers.
Based in Hawaii, David has a business that is growing in this recession. He gives the audience real world take home value and has a newly released Book, DVD Series and Coaching Program that guides participants through the process of building authentic results oriented Brand Identity.
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Dawn Wagenaar has a Masters Degree in Educational Leadership from the University of St. Thomas and has led the marketing and PR efforts at several large firms over the past 18 years. Dawn is known for her:
Clear Vision and Communication. Dawn is our analyst. She is incisive about websites, sales materials and other communication vehicles and knows how to use design and words to bring attention to the message. She uses the Internet as her personal research assistant and finds loads of data others miss. A direct and clear communicator, she leaves a trail of clients who know who they are and know how to talk to others about it.
Ability to Get Things Done. An extraordinary event and project planner, very few people make it happen like Dawn. In spite of her commitments to networking, local and national associations and various Chambers of Commerce, (as well as her 7 year old going on teenager daughter named Bella), Dawn is a task-oriented, not done until it is done, everything looks effortless person. There will be no loose ends and undone items.
Amazing Connections in Any Community. If there is an opportunity to network, Dawn is there. She has started Power Up! - a young professionals networking group, Women in Networking, the local branch of the Association for Accounting Marketing and is currently serving on the Board of Directors of the Association for Accounting Marketing. If a few phone calls need to be made to the right people to get things done or spill the information, they are probably on Dawn's speed dial.
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Joe Walloch, CPA, MBA, MBT, speaks and teaches across the United States and internationally on a variety of tax topics and has gained the reputation of being one of the most knowledgeable and interesting tax instructors in the country. Joe is known as "America's Tax Answer Man" for his willingness to be a resource for tax answers to seminar participants' most complex tax questions.
He has been recognized by CPA Magazine as one of “50 Top Tax Professionals in America.” Recently, Joe testified before Congress as an expert witness on the Alternative Minimum Tax as official representative of the AICPA. Joe is President and CEO of Walloch & Associates in Redland, California, and been a CPA for 39 years. He specializes in income and estate tax planning, expert witness assignments, litigation support, quality control review, and second opinion assignments. Joe is Professor of Advanced Taxation and Advanced Financial Accounting at University of California, Riverside and chair of the AICPA Individual Income Tax Technical Resource Panel for 2007–2008. He has had numerous articles published in tax periodicals, has authored two tax videos, and has been quoted as a tax authority in USA Today, CNN’s MONEY magazine, and on TV and radio. In May, 2011, Joe received the AICPA’s Sidney Kess Award for Excellence in Continuing Education.
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Garrett Wasny, MA, CMC (Certified Management Consultant), CITP (Certified International Trade Professional) is an award-winning speaker, professional development consultant, author, columnist, video producer, motion graphics artist (and former management consultant for Price Waterhouse) in Vancouver, Canada.
His specialty is professional development for accountants and other professional service providers. Garrett is the author of two books, World Business Resources.com (published by McGraw-Hill in New York) and How to Conquer the World (published by Government Institutes in Washington, D.C.). He is co-author of Using the Web to Compete in a Global Marketplace (published by John Wiley and Sons). He has written five ebooks including How 9/11 Changes Global Business, Cyber-Prospecting: Mining For Business Opportunities on the Internet, Key E-Trade Tools to Succeed in International Business, and Advanced Internet Research Techniques For Management Consultants.
Garrett has published more than 100 articles on the Internet and global trade topics for scores of leading business magazines and media outlets. These include NBC News Chicago, the Financial Post, Business in Vancouver, Backbone, World Trade, Trade and Commerce, Access Americas, Pacific Coast Trade, Global Production, Expansion Management, Knight Ridder Tribune Information, Business and the Law, Tom Peters On Achieving Excellence, San Francisco Examiner, Cincinnati Enquirer, Fort Worth Star-Telegram, Oportunidad Canada-Mexico, Winnipeg Free Press, Manitoba Business, Canada West Foundation, Vancouver Province, Vancouver View, Long Beach Magazine, and Mashable.
Since 1995, Garrett has developed and delivered more than 600 multimedia seminars on the Internet to hundreds of private and public sector organizations across North America and Europe.
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Arthur Joseph Werner, JD, MS (Taxation), is the president and a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial, and estate planning for high net worth individuals.
In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented more than 2000 eight-hour seminars over the past twenty years. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
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Sandra Wiley, COO and Shareholder, is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. She is also a founding member of The CPA Consultant's Alliance. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.
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Sandra Wiley, COO and Shareholder, is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. She is also a founding member of The CPA Consultant's Alliance. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.
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Stephen M. Yoss, Jr. is a founding partner and principal of MantisPRO, a technology company that focuses on cloud computing and communication for the accounting profession. Stephen has consulted with businesses on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO designs and builds cloud based workspaces for companies to conduct all their operations virtually.
Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss Allen Jonavic CPA’s. While working there he became a Certified Public Accountant and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients.
Stephen began working with technology at age ten, and started his first IT company at age 13 designing websites for local businesses. He started writing original computer code at age 15 and has been programming ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in Accountancy and International Business. While at Loyola Marymount University he served the campus as Vice-President for Technology, Student Body President and as a representative to the Board of Trustees. He lives in Claremont, California.
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