- Digital Marketing Expert
- CPA Site Solutions
Fanny Barrientos has been the digital marketing expert at CPA Site Solutions for over 3 years. Ms. Barrientos is an expert in helping CPAs develop engaging social media content while maximizing their firm's online visibility through search marketing efforts. She graduated from the University of Utah with a Bachelor’s of Science in...
- (800) 896 - 4500
- Payroll Practice Consultant
- Accountants World
Roger Batista is a practice development consultant at AccountantsWorld. Roger brings over 15 years of experience in helping accounting firms develop and strengthen their payroll processing services by incorporating more advanced software tools and processes.
- (888) 999 - 1366
Jaime Campbell, CPA, MBA, CGMA, CTT, MCT is co-owner of Tier One Services, LLC, an outsourced accounting firm supporting small businesses and CPAs across the country. After starting her career in tax and audit, she now loves to deliver financial clarity to CEOs and CFOs via dashboards & financial models - and deliver massive time savings to...
- (704) 837 - 0185
- Excel CEO
Mr. Cline graduated with a Bachelor’s Degree in Accounting and Taxation from the University of Houston in 1989. His first job was at Arthur Andersen where he worked in the Tax and Real Estate Appraisal departments. After seven years with Arthur Andersen, Mr. Cline became the Manager of Revenue Services at Service Corporation In...
- (713) 481 - 6515
- Founder and CEO
- Jetpack Workflow
David Cristello is the Founder & CEO of Jetpack Workflow, a leading Recurring Client Management (RCM) System for Accounting Firm Owners. He’s also the host of Growing Your Firm Podcast, which has been featured by Accounting Today, has over 70K downloads, and features strategies on how top practitioners are growing their firm. Prior to...
- (888) 445 - 3735
- Head of Market Education
Gerri Detweiler is Head of Market Education for Nav, the only website that gives business owners free business and personal credit scores. She's been helping individuals and small business owners navigate the confusing world of credit for more than twenty years, and trains tax and small business advisors to help their small business clients...
- (855) 226 - 8388
Peter Goldmann is a foremost provider of practical fraud and cyber-crime training. Peter also publishes a bi-monthly newsletter called the "White-Collar Crime Fighter". Through the newsletter, Peter shares "how-to" fraud detection tips and investigation information from the world's top experts. Peter i...
- (800) 440 - 2261
- Executive Director
Over 40 years experience as a CPA ranging from 6 years with national firms to his own local practice. In addition to practicing in a CPA firm, he founded an accounting and tax franchise which helped CPAs and Accountants grow and prosper in their practices. The franchise, CFOToday, is rated annually in Entrepreneur Magazine.
- (850) 681 - 1941
- Comedy CPE
Greg is the co-host of the ThriveCast, a monthly podcast on running your firm like an actual business. He is a regular blogger for the THRIVEal CPA Network, and his cartoons are being run on GoingConcern.com. He is a fellow of the VeraSage Institute, and Accounting Today included him in its 2013 and 2014 lists of the Top 100 Most Influential Peo...
- (801) 722 - 4662
- Co-Founder & Managing Partner
- Protowise Labs
With fifteen (15) years of Information Technology (IT) experience, Abel has dedicated ten (10) of those years to the Legal Information Technology (LIT) arena. He is a graduate of Texas Southern University Thurgood Marshall School of Law in Houston, TX, where he received his Juris Doctorate (J.D.). Abel also holds a Bachelor of Business Administr...
- (956) 459 - 6501
Sageworks is pleased to partner with Jon Lokhorst as the sponsor of this upcoming webcast on Strategic Thinking Skills. Jon is a leadership coach and consultant based in Lake Geneva, WI. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navi...
- (612) 381 - 6275
- Director of Business Development
- Advanta IRA
Scott Maurer is the Director of Business Development for Advanta IRA. Advanta specializes in administering self-directed IRA and retirement accounts. Scott has worked for Advanta since 2006, and is a frequent speaker and lecturer on the topic of self-directed IRAs and using retirement funds to invest in real estate and other alternative assets....
- (727) 581 - 9853
- Global Head of Accounting & Strategic Partnerships
- Practice Ignition
Trent Mclaren is Australia's thought leader of the year in the Accounting Industry. He is the head of accounting and strategic partnerships at Practice Ignition. His role see's him partnering with accounting professionals all over the world as he strives to drive innovation and disruption with his partners. Igniting a culture to challeng...
- (616) 558 - 5646
- Kristen Rampe Consulting
Kristen provides leadership development, retreat facilitation, coaching and training to forward-thinking accounting professionals and their firms.
She helps CPAs connect, communicate, and prosper with their clients and teams. Her blog, ‘Accounting Made Awesome’ features her deep industry knowledge peppered with astute...
- (616) 219 - 0375
- Managing Director
- Warner Robinson LLC
Cedar Robinson is the co-founder and a Managing Director of Warner Robinson LLC, one of the Nation's leading R&D tax credit consulting firms. Cedar has been specializing in the R&D credit since 1993 including many years at PwC and Grant Thornton before forming Warner Robinson LLC in 2009. Cedar has helped hundreds of small and large...
- (816) 600 - 6150
- Herb Rubenstein
Herb Rubenstein is a Phi Beta Kappa graduate of Washington and Lee. He was a Rotary Ambassadorial Scholar to the University of Bristol where he received a diploma in the social sciences. He received his Master of Public Affairs from the Lyndon B. Johnson School of Public Affairs of the University of Texas at Austin. He has his law degree from Ge...
- (303) 910 - 7961
- Vice President of Marketing
- Imprimis Financial
Steve Smith, Registered Principal and Registered Investment Advisor, is vice president of Imprimis Financial. Steve has over 30 years extensive experience in retirement planning, investments and insurance consulting. He works closely with plan sponsors to provide recommendations and investment options, providing education and mo...
- (626) 325 - 2002
- Founder and CEO
- Virtual Family Office Hub
Alex Sonkin is the founder of the Virtual Family Office Hub (VFO Hub), the global leader for supercharging family offices and elite CPA Firms with best-in-class resources and specialists. Mr. Sonkin and his team work closely with each family office and CPA Firm in order to take them through a transformational educational experience, arming them...
- (760) 602 - 0832
- Vice President
- GKM Tax
Todd Steinberg brings more than 20 years of experience emphasizing all aspects of sales & marketing in the accounting & tax industry. Specializing in working with accountants, Todd is well-versed in a variety of areas including: sales coaching, mergers & acquisitions, practice management, and integrating financial planning into a tax...
- (609) 870 - 8116
- Director of Marketing and Strategy
Colin Tierney is the Director of Marketing and Strategy at Sageworks – a financial analysis solutions, industry data, and risk management solutions provider – where he leads the marketing and strategy for the business advisory technology division.
- (866) 603 - 7029