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Keynote Speakers

Jason Dorsey - Co-Founder, Millennials and Gen Z Expert and Researcher, The Center for Generational Kinetics

Jason Dorsey is the leading Millennials and Gen Z researcher and speaker. He has been featured on 60 Minutes, 20/20, The Today Show, and over 100 more TV interviews. His passion is solving tough generational challenges for organizations and leaders. Acclaimed Speaker Jason has received over 1,000 standing ovations from audiences as large as 16,000. He brings a new approach to generations based on his breakthrough research. He’s funny, too. Just ask his mom. A key takeaway: Generations are not a box, but powerful clues that drive measurable results. More sales. Better leaders.

Conference Speakers

Speaker Speaker Details Sessions
Eddie Adkins CPA, Partner, Grant Thornton LLP 50
Jennifer Becker Harris Principal, Clark Nuber PS 26, 51
Michael Blanton Product Marketing Manager for Financial Edge NXT, Blackbaud
Tracy Boak JD, Partner, Perlman & Perlman LLP 6, UP1
Teresa Bordeaux CPA, CGMA , Lead Technical Manager, Governmental Auditing and Accounting — Public Accounting, AICPA 11
Eve Borenstein JD, Partner, BAM Law Office LLC. 44, 55, UP5
Christine Botosan PhD, Board Member, Financial Accounting Standards Board (FASB) 3, 33
Ashley Britton CPA, Technical Manager, Not-for-Profit Content Development, AICPA 45
Kristine Caratan CPA, CGMA, MNA, Executive Lecturer, San Francisco State University UP8
Bob Carlson JD, Assistant Attorney General, Missouri Attorney General's Office 6
Amy Chapman CFE, Principal, CliftonLarsonAllen LLP 7
Cathy Clarke CPA, Chief Assurance Officer, CliftonLarsonAllen LLP 60, 66
Chris Cole CPA, CFF, Associate Director, Not-for-Profit, AICPA 66
Rick Cole CPA, CGMA, Supervising Project Manager, Financial Accounting Standards Board (FASB) 18, 39, 42
Susan Cox Vice President Policy & External Affairs, Holt International Children's Services 2
Laurie De Armond CPA, Partner, National Nonprofit and Education Leader, BDO USA LLP 67
Mark Dixon Branch Chief, US Census Bureau - Federal Audit Clearinghouse 11
Shannon Donnelly Partner, Employment & Compensation Law, Baker & McKenzie LLP 26
Jason Dorsey Co-Founder, Millennials and Gen Z Expert and Researcher, The Center for Generational Kinetics 1
John Duong Director, Lumina Impact Ventures, Lumina Foundation 56, UP16
Diane Edelstein CPA, Partner, Maher Duessel 105, UP10, 59
Jennifer Elder CPA, CGMA, CFF, CIA, CMA, President, The Sustainable CFO 31, 46
Rebekuh Eley CPA, Nonprofit Tax Managing Director, BDO USA LLP 104, UP5
Angie Fidler CPA, CGMA, The Rensselaerville Institute 32, 62, UP13
Rachel Flanders CPA, Principal, CliftonLarsonAllen LLP 101, 23
Mary Foelster CPA CGMA, Director, Governmental Auditing and Accounting, AICPA 29
Erica Forhan CPA, Partner, Professional Practice Group, Moss Adams LLP 29, 53
Michael Forster CPA, CGMA, Chief Financial Officer, Woodrow Wilson Center 27, 67, UP15
Diane Fraber CPA, Director, Financial Reporting and Control, USO Inc. 17
Melissa Galasso CPA, CGMA, Senior Manager, Audit Professional Practices, Cherry Bekaert LLP 102, 30, UP4
Alex Galeano CFO, ASIS International UP12
Cheryl Gipson Nonprofit Vertical Solutions Architect, NetSuite 10
Sean Glynn JD, Partner, Arent Fox LLP 57
John Griffin CPA, CGMA, SVP & Controller, AARP UP7
Tom Groskopf CVA, MBA, Director and Technical Director of CPEA, Barnes Dennig and CPEA 60
Melissa Harman CPA, Partner, Moss Adams LLP 107, UP13
Lauren Haverlock CPA, Senior Manager, Not for Profit Services 106
Jen Hoffman CPA, Partner, Grant Thornton LLP 36, UP7
Diara Holmes CPA, Partner, Loeb & Loeb LLP 68
Bruce Hopkins JD, Principal, Bruce R. Hopkins Law Firm,LLC 20
Joe Irvine LL.M., Senior Lecturer, Ohio State University 104, UP9
Steve Kattell CPA, JD, Owner, Kattell and Company PL 45, 52
Matthew Kerner CPA, Director of Finance, Doctors Without Borders USA 8
Scott Konrad Senior Vice President & Not-for-Profit Practice Leader, HUB International Northeast Limited 37
Debbie Kosnett CPA, Tax Principal, Tate & Tryon CPAs UP12
John Kroll CPA, Senior Advisor for Finance and Administration, University of Chicago 18, 39, UP15
Nicholas Lazzaruolo CPA, Partner, Grant Thornton LLP UP7
Tom LeClair CPA, Tax Manager, Grant Thornton LLP 50
Mary Legakis Engel MBA, BA, CEO, The Management Coach 15, 63
Mitch Lewis CPA, Partner, Mazars USA LLP 61
Lisa Lipsky CPA, Partner, Grant Thornton LLP 17, UP12
Dick Locastro JD, CPA, Partner, Gelman, Rosenberg & Freedman CPAs 106, 13, 26
Chuck Longfield Senior Vice President and Chief Scientist, Blackbaud 25
Ruth Madrigal JD, Partner, Steptoe & Johnson 4
James Maiorino Senior Vice President, Bank of America 8
Matt Malek CFO, Philadelphia Zoo UP14
John Mattie CPA, Partner, PwC 14, 64
Kim McCormick CPA, Partner, Grant Thornton LLP 35, 65
Holly McKiernan COO, Executive VP and General Counsel, Lumina Foundation UP13, 56, UP16
Jeff Mechanick CPA, Assistant Director, Financial Accounting Standards Board (FASB) 3, 33
Candice Meth CPA, Partner, EisnerAmper LLP 28, 48
Lou Mezzina KPMG LLP 109, 69
Edward Miller NFP Audit Partner, Grant Thornton LLP 47
Stuart Miller CPA, Partner, Crowe Horwath LLP 42
Bob Mims CPA, CGMA 22, UP6, UP15, 61
Chuck Mitman Chairman of the Board, Holt International Children's Services 2
Dave Moja CPA, Tax Partner, Capin Crouse LLP 104, 38
Michael Monahan JD, Asst. Managing Principal, Grant Thornton LLP 43
Richard Morrison CFA, Director of Investment Strategy, Prime Buchholz 58
Steven Morrison CPA, Principal, MBAF CPA 12
Dennis Morrone CPA, Partner, Grant Thornton LLP 102, 14
John E. Mulvaney, Jr. CPA, Director, CBIZ Tofias 40
Dan Murphy CSPO, PMC, Product Manager, MIP Fund Accounting, Abila 5
Mandy Nelson CPA, Partner, KPMG LLP 29, 41
Richard Newman JD, partner, Arent Fox LLP 57
Craig Neyman CPA, CGMA, CFO, The David and Lucile Packard Foundation UP13
Mark Oster National Managing Partner,Not-for-Profit and Higher Education Practices, Grant Thornton LLP 16
Tracy Paglia CPA, Partner, Moss Adams LLP 32, UP9, 44
Joan Pastor ABV, JPA International, Inc., JPA-INTERNATIONAL 108, 49, 54
Adria Perez JD, Partner, Kilpatrick Townsend & Stockton LLP
David Phillips, Jr. CPA, CFO, The Conservation Fund UP15
Hilda Polanco CPA, CGMA, CEO/Founder, FMA 103, 27
Andrew Prather CPA, CGMA, Shareholder, Clark Nuber PS 18, 39, 64
Christie A. Pugnetti CPA, Senior Auditor, Financial Management & Assurance, U.S. Government Accountability Office 41
Troy Rector CPA, CGMA, Principal, Clark Nuber PS 23, 35
Alexander Reid JD, LL.M. (Taxation), Partner, Morgan Lewis & Bockius LLP 4
Bernie Reidy National Philanthropic Sales Executive, US Trust 8
Jennifer Richards CPA, Senior Manager, Crowe Horwath LLP 107, UP14
Johanna Richman CPA, Chief Financial Officer & SVP, Queens Library 19
Ron Ries CPA, CGMA 19, UP8
Rafael Roman CPA, CGMA, Senior Technical Manager, GAQC, AICPA
David Rottkamp CPA, Partner, Grassi & Co.,CPA's,P. C. 52
Karl Ruben Manager - Peer Review, AICPA 9, UP2
Verne Scazzero Harvest Investments 58
Jeff Schragg CPA, JD, Partner, BDO USA LLP 34, 38, UP11
Karen Schuler Data & Information Governance Practice Leader, BDO USA LLP 21, 24
Jane Searing CPA, Shareholder, Clark Nuber PS 51, 55
James Sheehan JD, Charities, Bureau Chief, New York State Attorney General's Office 6
Gordon Siess CPA, Partner, Baker Tilly Virchow Krause, LLP 30, 36
Jan Smith CPA, JD, Tax Senior Manager, Crowe Horwath LLP 34, UP11, 62
Israel Tannenbaum CPA, Senior Manager, Mazars USA LLP UP14, 68
Kerri Tricarico CPA, AVP & Controller, New York University 42
David Trimner Principal, CliftonLarsonAllen LLP 7, 13
Ricardo Trujillo CPA, CITP, Senior Manager, Gelman, Rosenberg & Freedman CPAs 24
Pete Ugo CPA, Partner, Crowe Horwath LLP 22, 28
William Um Attorney, Kilpatrick Townsend & Stockton LLP 21
Margaret von Lienen EO, Director, Internal Revenue Services 4
Amy West CPA, CGMA, Chief Financial Officer, AHRC New York City 103, 19, 27
David Wheeler Assistant General Counsel, Verizon 21
Brian Yacker CPA, JD, Managing Partner, YH Advisors 62, 68
Brian Zygmunt CPA, Partner, Crowe Horwath LLP 56, UP16, 66