Meet Our Expert Instructors

Learn from the best in the Industry

Earn your CPE credit with instruction from the very best minds in the industry, including nationally-recognized experts in the fields of accounting, tax, finance, and more.

Our instructors are passionate about sharing their in-depth experience in engaging, easy-to-understand ways that help you increase your knowledge and apply what you learn. Find out more about our experts and which courses they are currently teaching when you select a biography listed below.


Vern Hoven, CPA, MT

Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He teaches at Western... more

Sharon Kreider, CPA

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA... more

Karen Brosi, CFP, EA

Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex... more

Frank Ryan, CPA, CGMA, MBA

Frank Ryan, CPA, CGMA, MBA, is the president of F.X. Ryan & Associates, which specializes in lean systems implementations, activity-based costing, str... more

Mary S. Schaeffer, MBA

Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that really work—without making a major dent in t... more

Ed Robinson, CPA, CSP

Ed Robinson, CPA, CSP, is a highly recognized international speaker, business-growth coach, and author. A “recovering CPA” with an engaging personalit... more

Delta Publishing

For many years, Delta Publishing has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s cou... more

Danny Santucci, JD

Danny Santucci, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Ed... more

Rod Redding, Inactive CPA

Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse and IBM. Presently, he presents seminars and webcasts ... more

Joseph Helstrom, CPA

Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Pub... more

Sharon Kreider & Karen Brosi

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA... more

Patricia McCarthy, MBA

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, ... more

Jeff Sailor, CPA

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwi... more

Leita Hart-Fanta, CPA, CGAP, CGFM

Leita Hart-Fanta, CPA, CGAP, CGFM, converts the complex topics of accounting, finance, auditing, and strategic planning into information that professi... more

Tom Noce, CPA

Thomas Noce, CPA, CFE, has over 37 years of experience in the field of public accounting, including eight years as a partner in a midsized firm. He be... more

Patricia Lane Williams, CPA

Patricia (Pat) Lane Williams, CPA, is a former sole practitioner in Lubbock, Texas. She now lives in Denver, Colorado, where she spends her time, amon... more

Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family off... more

Marshall Romney, CPA, PhD, CFE

Marshall Romney, CPA, PhD, CFE, is the John and Nancy Hardy Professor of Accounting and Information Systems in the Marriott School of Management at Br... more

Ray Thompson, CBA, CFM, CMA

Dr. Ray Thompson, CBA, CFM, CMA, is an emeritus associate professor of accounting and finance at the University of Pittsburgh. He served as department... more

Michael J. Walker, CPA

Michael J. Walker, CPA, is based in New England and has decades of accounting experience in the financial services, information technology services, a... more

Larry L. Perry, CPA

Larry L. Perry, CPA, has been in practice for over 40 years. He writes accounting and auditing manuals and is currently an author and presenter of liv... more

Evan Stubbs

Evan Stubbs lives in Sydney, Australia, one of the few places in the world where a 30-hour flight itinerary fails to raise even a single eyebrow. His ... more

Robert (Bob) E. McKenzie, EA, Esq.

Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representa... more

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn Universi... more

Joseph T. Wells, CPA, CFE

Dr. Joseph T. Wells, CPA, CFE, is founder and chairman of the board of the Association of Certified Fraud Examiners (ACFE), the world’s largest antifr... more

Matthew X. Ryan, CPA, CFE, MBA

Matthew (Matt), CPA, CFE, MBA, is currently a co-owner of a management consulting firm specializing in turnarounds, workouts, crisis management, strat... more

David W. Holt, CPA, CFE

David Holt, CPA, CFE, has been recognized by the AICPA as an Outstanding Discussion Leader for the state of Texas. He also was voted Outstanding Speak... more

Gerard M. Zack, CPA, CFE, CIA

Gerard M. Zack, CPA, CFE, CIA, has provided fraud prevention and investigation, forensic accounting, risk advisory, and internal and external audit se... more

Martha Shedden

Martha is passionate and enthusiastic about educating financial professionals and retirees on the details of Social Security. Over 10,000 Baby Boomer... more

Dennis Dycus, CPA, CFE, CGFM

Dennis F. Dycus, CPA, CFE, CGFM, recently retired after 39 years with the Office of the Comptroller of the Treasury of the State of Tennessee as Direc... more

Randall Bolten, MBA

Randall Bolten operates a consulting practice focused on financial management and information presentation. He is a seasoned and accomplished finance ... more

Jim R. Hamill, CPA, PhD

Jim Hamill is the Director of Tax Practice at Reynolds, Hix & Co., P.A., in Albuquerque, New Mexico, where he provides tax consulting services for rea... more

Colleen Neuharth McClain, CPA

Colleen Neuharth McClain, CPA, is the author of numerous CPE courses, works as a technical editor in support of various CPE providers, and also works ... more

Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management se... more

Kelen Camehl, CPA, MBA

Kelen is a CPA with 15 years of progressive finance and accounting experience. Currently, he serves as a Senior Manager of Technical Accounting with H... more

Robert Keebler, CPA, AEP, MST, CGMA

Robert Keebler

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the curren... more

Stuart Sobel, EA

Stuart P. Sobel, EA, is the president of Tax Media Network, Inc. located in Carmel, Indiana. He graduated in accounting from Ohio University. For 15 y... more

James E. Woy, CPA

Jim Woy, CPA, is a provider of auditing, accounting, and financial reporting services. Jim also performs peer reviews and presents numerous continuing... more

David Ringstrom, CPA

David H. Ringstrom, CPA, is president and founder of Accounting Advisors, Inc. He started the firm in 1991 and provides consulting and training servic... more

Nick Richards

Nick Richards represents individuals and businesses involved in tax audits, trials, and collections throughout Colorado, California, and the Western U... more

Linda Keith, CPA, CSP

Linda Keith, CPA, CSP, works in the fields of business and banking. She consults with community banks and credit unions on policy, guidelines, and pro... more

Warren Ruppel

Warren Ruppel, CPA, is a Partner at Marks Paneth & Shron LLP, New York, where he serves in the firm's nonprofit and Government Services Group and also... more

Frederic Guillossou

Frederic Guillossou, CISSP, CCE, is an Information Security Analyst with TALX, a division of Equifax. He regularly trains on intrusion prevention syst... more

Albert Marcella, Jr.

Albert Marcella is the president of Business Automation Consultants, LLC, a global information technology and management consulting firm providing IT ... more

Lynne Glennon

Lynne is a full-time faculty member for DePaul University’s Master of Science in Taxation program and teaches Transactions in Property, Taxation of Co... more

L. Keith Jordan, CPA

L. Keith Jordan, CPA, has 40 years of experience in accounting, supervision, and management. His experience in industry includes work in many roles, i... more

Steven E. Shamrock, CPA

Steven E. Shamrock, CPA, founder and CEO of Shamrock Accounting, Consulting & Tax, is a Chicago-based senior financial executive with extensive knowle... more

K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting... more

Jeff Lanza

Jeff Lanza was an FBI special agent for over 20 years. He investigated corruption, fraud, organized crime, cybercrime, human trafficking, and terroris... more

Mark A. Filippell, JD, MBA

Mark A. Filippell, JD, MBA, is a cofounder and managing director at Western Reserve Partners, a firm specializing in mergers and acquisitions. He has ... more

James S. Sagner, PhD, CCM, CMC

James S. Sagner, PhD, CCM, CMC, is with the School of Business of the University of Bridgeport (CT) teaching MBA-level courses in finance and internat... more

Claudia Hill, EA, MBA

Claudia Hill, EA, MBA, is a nationally recognized tax professional and a frequent lecturer on taxation of individuals and representation before the IR... more

Sandra Leyva

Sandi Smith Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS in Applied Cognition and Neuroscience. Sandi is t... more

Greg Conderacci

For more than four decades, Greg Conderacci has been using the magic of communication to help people lead happier, more productive, and more rewarding... more

Owen Fiore, JD

Owen Fiore, JD, owner of FioreWealthPlanningConsulting, advises high-wealth business owners and investors and their advisors on family succession plan... more

Gabe Zubizarreta, CPA

Gabe Zubizarreta, CPA, has over 20 years of experience. He has worked as a senior audit manager at PricewaterhouseCoopers (PwC); assistant controller ... more

Frederick (Rick) Funston

Frederick (Rick) Funston is a principal with Deloitte & Touche LLP and has over 30 years of experience working with directors and officers across a br... more

Steven Wagner

Steven Wagner is a nationally recognized thought leader on corporate governance. In 2009, Steve retired as the managing partner of Deloitte LLP's Cent... more

Doug Stives, CPA

Douglas (Doug) Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he started in 20... more

Jack Appleman, CBC

Jack Appleman, CBC, author of 10 Steps to Successful Business Writing (2008, ASTD Press), one of Amazon’s top-selling business writing books, i... more

Mike Latimer, CPA, MBA

Mike Latimer, CPA, MBA, is a manager of consulting at Accretive Solutions with more than 10 years of consulting experience in accounting and finance a... more

Frank Horath

Frank began his career in the financial services industry as an account executive with Merrill Lynch in 1994. He then worked as a Financial Advisor fo... more

William Roos

William Roos has been in the tax business for over 37 years. His specialty is training tax preparers to produce quality tax returns. He has written nu... more

John G. Salek

John G. Salek

John G. Salek is the National Leader of the Receivables Cycle Management Practice of Parson Consulting, a large financia... more

James P. Catty, CPA/ABV (US), CA/CBZ

James P. Catty, CPA/ABV (US), CA/CBZ (Canada), CFA, CFE, CGMA, ICVS, MA, is the president and founder of Corporate Valuation Services Limited, a Canad... more

D. Patrick Donahoe, CPA

D. Patrick Donahoe, CPA, is the president of Donahoe & Associates, CPAs, and the managing member of Tax Management Service International, LLC (TMSI), ... more

Don Hutson, CSP, CPAE

After becoming the most successful salesperson in a national training organization, Don Hutson, CSP, CPAE, established his own training firm and was s... more

George Lucas

George Lucas, PhD, has been a valued resource to organizations as a speaker, trainer, consultant, and coach for over 30 years. He’s the author and coa... more

Jennifer Elder, CPA, CFF, CIA, CMA

Jennifer H. Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans ... more

Richard Malekian, MBA

Richard Malekian, MBA, is the president of Shareholder Value Consultants, Inc., a management consulting firm specializing in helping client companies ... more

Ron Dimon

Ron Dimon has been working with finance systems for 25 years and enterprise performance management (EPM) technologies and processes since 1999. He hel... more

Kevin R. Callahan, MBA, PMP

Kevin R. Callahan, MBA, PMP, is the founder and Chief Bulldog at The COO's Bulldog, where he specializes in helping small companies find and fix probl... more

Lynne M. Brooks, PMP

Lynne M. Brooks, PMP, is an Education Manager in the Education and Publications Group at the College of American Pathologists where she applies Proje... more
No upcoming courses.

Dan Davis, CPA, CFE, MBA

Dan Davis
Dan Davis, CPA, CFE, MBA (Taxation), is a founding partner of McClellan Davis, LLC, a sales and use tax consultancy firm... more

Jesse McClellan, Esq.

Jesse W. McClellan
Jesse W. McClellan, Esq., is a founding partner of McClellan Davis, LLC, a sales and use tax consultancy firm. ... more

Dawn Wagenaar

Dawn Wagenaar is a principal of Ingenuity Marketing Group. She offers senior-level marketing strategy and business development expertise, including:more

Wendy Nemitz

Wendy founded Ingenuity Marketing Group in 1992 and is known for her:

Strategic vision. Wendy has a way of seeing how peop... more

David F. Jarmusz, CPA, JD, LLM

David F. Jarmusz, CPA, JD, LLM, is a partner at Jarmusz & Associates Tax, LLC. He is also a veteran of the international tax departments of the 'Big 4... more

Susan Maples, CPA

Susan Maples, CPA, is the Taxpayers' Rights Advocate with the Franchise Tax Board (FTB). She has been with the FTB for 20+ years working in both the S... more

Mark J. Nigrini, PhD

Mark J. Nigrini, PhD, is a professor at The College of New Jersey where he teaches managerial accounting, auditing, and forensic accounting. Benford’s... more

Daniel T. Moore, CPA

Daniel T. Moore, CPA, BBA, MPA, owns D.T. Moore and Company, LLC, an accounting firm that concentrates on tax planning and compliance. He serves on th... more

David W. Young

David W. Young is a professor of management, emeritus, at Boston University (BU) School of Management, where he was nominated four times for BU's pres... more

K2 Enterprises (Stephen M. Yoss, Jr., CPA)

Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develo... more

K2 Enterprises (Steven M. Phelan, CPA, CITP)

Steven M. Phelan, CPA, CITP, manages an accounting practice based in Oklahoma City, Oklahoma, where his areas of practice include taxation, accounting... more

Frank Crawford, CPA

Frank W. Crawford, CPA, is president of Crawford & Associates, PC, Certified Public Accountants, an accounting firm located in Oklahoma City, Oklahoma... more

Mark Mirsky, CPA, CGMA, MST

Mark W. Mirsky is a licensed CPA in Illinois with in-house corporate accounting experience, and has worked in both large and small accounting firms. H... more

K2 Enterprises (Val D. Steed, CPA, CITP, MA)

Val Steed graduated from Utah State University where he received both his Bachelors of Science (BS) in Accounting and his Masters of Accounting (MA). ... more

Alice Orzechowski, CPA

Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryla... more

William Murphy, CPA, ABV, CFF, CVA

William F. Murphy, CPA/PFS, ABV, CFF, CVA, is the owner of Murphy Financial Group, PC, a firm that focuses on providing tax consulting and financial p... more

August Petersen, CPA, MPA

August Petersen, MPA, CPA, is the president of August Petersen Consulting. He has been a senior officer, board member, investor, and consultant to pri... more

Jane Boucher, CSP, MBC

Jane Boucher is one of the most dynamic women on the speaking and teaching circuit today. She was awarded the certified speaking professional (CSP) de... more

Larry Brown, CPA

Larry Brown is a CPA licensed in the state of Texas. He also has a Master's of Taxation from Golden Gate University with an additional credential in E... more
No upcoming courses.

Richard F. Larkin, CPA

Richard F. Larkin, CPA, is the Technical Director for the Assurance Department of BDO. Richard spent 31 years of his professional career with Pricewat... more

Marie DiTommaso

Marie DiTommaso, CPA, is a partner in her own CPA practice, DiTommaso & Ruppel, CPAs. She has over 20 years of experience in accounting and financial... more

Robert R. Moeller

Robert R. Moeller, CPA, CISA, CISSP, is an internal audit specialist and project manager with a strong understanding of information systems, corporate... more
No upcoming courses.

Edward F. Kearney, CPA, CGFM

Edward F. Kearney, CPA, CGFM, is the Managing Partner of Kearney & Company. He is a former Senior Manager of Arthur Young & Company (a predecessor fi... more
No upcoming courses.

Mark Graham Brown

For more than 30 years, Mark Graham Brown has consulted for businesses, including Pfizer, Medtronic, Nestle Purina, Sysco, and a host of government an... more
No upcoming courses.