CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Archives: Instructors

Steven Wagner Headshot

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 Center for Corporate Governance, where he led the firm’s integrated strategy for governance services. He is a frequent speaker at governance conferences and directors’ colleges and has authored or contributed to numerous articles …

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Ray Thompson Headshot

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 head at the University of Pittsburgh at Johnstown (UPJ) campus for over 25 years. He was the associate director of UPJ’s Entrepreneurial Development Assistance Project, where he was involved in financial …

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Patricia McCarthy Headshot

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, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, …

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Jeff Sailor Headshot

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 Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also …

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Joseph Helstrom Headshot

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 Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information …

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Danny Santucci Headshot

Danny Santucci, JD

Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law …

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Delta CPE LLC Headshot

Delta CPE LLC

For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s courses include accounting, financial management, budgeting, investments, financial statement reporting, business management, IFRS, ethics, valuations, real estate, and business writing. The diversity and breadth of Delta’s course offerings make the company a prolific …

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Steven M. Bragg Headshot

Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller …

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Ed Robinson Headshot

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 personality, Ed has a wealth of experience and is a proven leader. His audiences leave with a renewed commitment to professionalism and success. President and CEO of Robinson Performance Group with over 30 years’ experience …

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Karen Brosi Headshot

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 individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning …

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Sharon Kreider Headshot

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, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income …

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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 CPE Federal Tax Update seminars and conferences and produces self-study and webcasts courses as well. Vern consistently receives outstanding evaluations and has won numerous teaching awards, …

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Gerard M. Zack Headshot

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 services for more than 30 years. Prior to starting his own practice in 1990, Gerry was an audit manager with a large international public accounting firm. As founder and president of Zack, P.C., he …

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Frederick (Rick) Funston Headshot

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 broad range of industry sectors, including aerospace and defense, automotive, financial services, energy and utilities, consumer business, telecommunications, technology, and the public sector. Rick created the concept of risk intelligence …

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Sandra Leyva Headshot

Sandra Leyva, CPA

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 the founder of Accountant’s Accelerator, which has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching and training …

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Kelen Camehl Headshot

Kelen Camehl, CPA, MBA

Kelen is a CPA with over 15 years of progressive finance and accounting experience. He currently serves as an Accounting Policy Advisor with HP, Inc. in Budapest, Hungary and previously served as a Senior Accounting Policy Manager for the company in Houston, TX (relocated in 2018 due to spousal expat assignment). Prior to HP, he …

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Martha Shedden Headshot

Martha Shedden

Martha is passionate and enthusiastic about educating financial professionals and retirees on the details of Social Security. Over 10,000 Baby Boomers are retiring every day and they need accurate, detailed information to make the very best individual Social Security income election decision. Social Security planning is also the foundation and first step to creating a …

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Patricia Lane Williams Headshot

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, among other things, writing continuing education for accountants. She moved to Denver after spending 8 years in New York City at the AICPA; 6 of those years as the director of …

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Tom Noce Headshot

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 began his independent practice in 2003. His specific areas of experience include accounting and financial reporting, auditing, litigation support, fraud prevention and detection, business and personal financial planning, …

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Randall Bolten Headshot

Randall Bolten, MBA

Randall Bolten operates a consulting practice focused on financial management and information presentation. He is a seasoned and accomplished finance executive, with thirty years of experience in high-growth and high-potential Silicon Valley companies. His professional passion is presenting information that can enable managers, investors, and the general public to make real sense of complicated situations. …

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Jeff Rattiner Headshot

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 services to individuals and 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 CFP® certificants, received critical …

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Frederic Guillossou

Frederic Guillossou, CISSP, CCE, is an Information Security Analyst with TALX, a division of Equifax. He regularly trains on intrusion prevention systems and has successfully led a number of forensic investigations in the field.

Albert Marcella, Jr. Headshot

Albert Marcella, Jr.

Albert Marcella is the president of Business Automation Consultants, LLC, a global information technology and management consulting firm providing IT management consulting, audit and security reviews, and training. He’s an internationally recognized public speaker, researcher, workshop and seminar leader, and the author of numerous articles and books on subjects related to IT, audit, and security.

Matthew X. Ryan Headshot

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, strategic planning, and economic forecasting for companies ranging from manufacturing start-ups to established service organizations. He has additional experience in both alternative investment and public accounting as well as extensive experience in risk analysis and …

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Dennis Dycus Headshot

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 Director of the Division of Municipal Audit. He was responsible for the audits of all local governments in Tennessee, with the exception of counties and their affiliated units, as …

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Warren Ruppel Headshot

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 is a leader in its Professional Practices Group. Formerly, he was the assistant comptroller for accounting of the City of New York, where he was responsible for all …

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Robert (Bob) E. McKenzie Headshot

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 representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media appearances, including on Dateline NBC and ABC World News Tonight. Bob …

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Steven G. Siegel Headshot

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 offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Steven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial …

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Robert Keebler Headshot

Robert Keebler, CPA, AEP, MST, CGMA

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one …

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