Meet our Speakers
We’ve gathered more than two dozen of the most influential thinkers in the country. See the full list below and start getting excited.
Meet Your Experts
The New Money Summit offers the ability to learn from and interact with some of the most exciting minds in money today.
Tony Nitti
CPA, MST, EY National Tax Partner
Tony Nitti, CPA, MST is a partner in the National Tax Department of EY US, with a focus on Section 1202, as well as an adjunct professor at the graduate tax programs of the University of Denver (DU) and Golden Gate University. Tony is a prolific writer on various tax topics and is a senior contributor at Forbes, where his column has the largest following.
Nicole Davis
CPA, MBA, Founder of Butler-Davis Tax & Accounting LLC
Damien Martin
CPA, MST, EY Partner – FSO Private Tax
Kelly Phillips Erb
JD, LLM, Tax Counsel for White and Williams, LLP; Senior Editor at Forbes
Bogdan Constantin
Founder of Voxie
Orumé Agbeyegbe Hays
CPA, CGMA, MST, Founder of Hays CPA
Orumé Hays, CPA, CGMA, MST is the Founder and CEO of HAYS CPA LLC, a boutique client advisory and accounting services firm focusing on outsourced CFO services. She was named one of the 25 Most Powerful Women in Accounting for 2022 and 2023 by the AICPA and CPA Practice Advisor. Ignition also recognized her as a 2023 Top 50 Women in Accounting. Learn more about Orumé Hays.
Josh Youngblood
EA, EA, CTRS, NTPI, Founder of Youngblood Group, LLC
Steven G. Siegel
J.D., LL.M, President of The Siegel Group
Alicyn McLeod
CPA, CFP, Financial Planner at Ajax Capital Advisors, Inc., Founder of Atlanta.Tax, Founder of Glass
Ashley Francis
CPA, Founder of Francis Group, PLLC
Logan Graf
CPA, Owner of Graf Tax Co
Lorilyn Wilson
CPA, Creator of MadWoman Media, Owner of Lake Oswego Tax, Co-Founder of Oluko, Co-Founder of Lookahead
Brian Streig
CPA, Tax Director of Calhoun, Thomson + Matza, LLP
Shehan Chandrasekera
CPA, Head of Tax Strategy at CoinTracker.io
Lily Tran
EA, CTC, CEO of TaxUSign, Co-Author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Lily Tran, EA, CTC, is the Founder of TaxUSign®, a Washington State firm providing virtual tax help for whatever life throws at you. She’s the co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions as well as Most Common Tax Mistakes Made By Small Businesses and Business in a Box. Lily Tran has served as the Director of Washington State of Enrolled Agents and Past Treasurer of Washington State Tax Consultants. A prolific speaker on tax topics, Lily has been featured in Forbes, Bloomberg Tax and Accounting, and SUCCESS Magazine.
Jessica L. Jeane
J.D., VP of Tax Policy at Western CPE
Robert Jamison
CPA, Ph.D, Professor Emeritus of Accounting at Indiana University, Purdue University, Indianapolis (IUPUI)
Fred Stein
CPA, EA, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Jessica Smith
EA, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Jamie O’Kane
CPA, CTC, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Matt Gaylor
EA, CTC, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Mashfik Ahmed
Principal Consultant – Digital Transformation
Cecily VM Welch
CPA, PFS, CFP
Jeremiah B. Pagano
Esq., LLM., CEPA, Attorney Jacko Law Group, PC
Illyasha Peete
MBA, ClimateWorks Foundation, Chief of Equity, Justice, and Culture
Sabrina P. Cook CPA
CPA, Owner of Sabrina P. Cook CPA PLLC
Alexander J Leruth
MBA, MAcc, EA, CPA, CMA, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Eric Satz
CEO of Alto IRA
Jeff Standridge
Founder of Innovation Junkie
Janet M. Sienicki
EA, ABA, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Duke Moore
CTC, EA, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Richard McBeath
CEO of MoneyMade
Jason Staats
CPA, Realize’s Founder
Sankaet Pathak
SynapseFi’s CEO
Michael Iseman
Acre Trader’s VP