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    AICPA & CIMA ENGAGE 2021

    June 5th - 10th, 2021
    United States
    Doors open at:

    About the Event

    Register Now

    Our Speakers

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    RA
    Randy Abeles
    Partner
    RSM
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    SA
    Sandra Adams
    Lead Financial Planner/Partner
    Center for Financial Planning, Inc.
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    KA
    Kelly Allen
    Owner
    LEVEL ADVISORS
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    RA
    Rachel Anevski
    President & CEO
    Matters of Management, LLC
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    DA
    Denny Ard
    Dixon Hughes Goodman LLP
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    JA
    Joe Asher
    CEO
    William Hill US
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    MA
    Mark Astrinos
    Principal & Founder
    Libra Wealth
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    JA
    Jerald August
    Partner
    Fox Rothschild
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    MA
    Mike Austin
    AICPA
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    RB
    Ron Baker
    Founder
    VeraSage Institute
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    AB
    Abu Bakkar
    HLB International, Ltd. - London
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    TB
    Tommye Barie
    Partner
    Mauldin & Jenkins,LLC
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    TB
    Ted Batson
    Partner/Tax Counsel
    CapinCrouse LLP
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    MB
    Marquay Baul
    Founder
    Integra Private Wealth Management
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    DB
    Daniel Bell
    Partner
    McDermott Will & Emery LLP
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    LB
    Lyle Benson
    Founder and President
    L. K. Benson & Company
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    DB
    David Blanchett
    Head of Retirement Research
    Morningstar Investment Management LLC
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    MB
    Monique Booker
    SB & Company, LLC
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    JB
    Jean-Luc Bourdon
    Wealth Advisor
    Lucent Wealth Planning, LLC
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    JB
    Jim Bourke
    Partner
    WithumSmith+Brown
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    JB
    James Brackens
    Vice President of Ethics and Practice Quality
    AICPA
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    KB
    Karen Brosi
    Owner
    Karen Brosi, EA, CFP, LLC
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    CB
    Chris Brown
    Audit Manager
    Landmark CPAs
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    JB
    Joe Buble
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    KB
    Karl Busch
    AICPA
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    AC
    Arianna Campbell
    Director
    Boomer Consulting, Inc.
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    BC
    Bettina Cassegrain
    Partner - International Business Development
    Cogep - Paris
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    DC
    Danielle Cheek
    Director
    PKF Texas
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    MC
    Michael Cheng
    Partner
    Frazier & Deeter
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    DC
    David Cieslak
    EVP, Chief Cloud Officer
    RKL eSolutions, LLC
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    SC
    Susan Coffey
    Chief Executive Officer - Public Accounting
    Association of International Certified Professional Accountants
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    JC
    Jon Contreras
    Deloitte
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    KC
    Kelli Cruz
    Founder & CEO
    Cruz Consulting Group
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    JD
    Jeanne Dee
    Partner
    Anders CPAs + Advisors
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    KD
    Kenneth DeGraw
    Partner
    WithumSmith+Brown, PC
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    SD
    Sarah Dobek
    President and Founder
    Inovautus Consulting
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    JD
    Jeremiah Doyle
    SVP/Family Wealth Strategist
    BNY Mellon Wealth Management
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    DE
    Dirk Edwards
    Edwards Consulting LLC
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    SE
    Sarah Elliott
    Co-founder and Principal
    Intend2Lead LLC
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    IE
    Irene Estrada
    Managing Director
    PwC
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    DE
    Debra Estrem
    National Director, Tax Controversy
    Deloitte Tax LLP
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    LF
    Lisa Featherngill
    Head of Legacy & Wealth Planning
    Abbot Downing
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    DF
    David Finkelstein
    Arch Insurance Group
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    BF
    Brent Forbush
    Partner
    Forbush and Associates
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    MF
    Mary Kay Foss
    CPA
    Mary Kay Foss CPA
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    MF
    Mandy French
    President
    StillPoint Accounting, LLC
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    RF
    Robert Fried
    Partner
    WithumSmith+Brown, PC
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    GG
    Guy Gage
    Owner
    Partners Coach
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    KG
    Kristi Gainey
    Senior Manager, Service Delivery
    CPA.com
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    MG
    Melisa Galasso
    CEO
    Galasso Learning Solutions
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    EG
    Elizabeth Gantnier
    Partner
    DHG
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    AG
    Alan Gassman
    Esquire
    Gassman Crotty & Denicolo PA
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    VG
    Victoria Glover
    Partner, Washington National Tax
    Deloitte
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    MG
    Mike Glynn
    Senior Manager - Audit & Attest Standards
    AICPA
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    PG
    Paige Goepfert
    Anderson Tax
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    AG
    Ahava Goldman
    Associate Director
    AICPA
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    MG
    Michael Goodman
    President
    Wealthstream Advisors, Inc.
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    BG
    Bob Green
    Lead Partner - Digital Transformation
    SingerLewak, LLP
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    EG
    Eric Green
    Partner
    Green & Sklarz LLC
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    AG
    Angie Grissom
    The Rainmaker Companies
    President
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    DG
    Deep Gujral
    Principal - Advisory Services
    WithumSmith+Brown, PC
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    KH
    Kevin Hamel
    Partner, Private Client Services
    EY - Canada
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    WH
    William Hamilton
    Co-Founder
    SmartPath
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    WH
    William Hamilton
    Co-Founder
    SmartPath.co
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    KH
    Kristen Harcourt
    Global Executive Coach, Founder and CEO
    Kristen Harcourt Coaching & Leadership Development
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    TH
    Tracy Harding
    principal
    Berry Dunn
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    SH
    Shari Harley
    President and Founder
    Candid Culture, Inc.
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    WH
    Wesley Hartman
    Director of Technology
    Kirsch Kohn and Bridge, LLP.
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    JH
    Jon Heath
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    TH
    Ty Hendrickson
    Founder & CEO
    The Sales Seed
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    AH
    Angie Herbers
    Founder and Chief Executive
    Herbers & Company
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    CH
    Claudia Hill
    CEO
    TMI TAX SERVICES GROUP, INC.
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    TH
    Tom Hood
    CEO
    MACPA & Business Learning Institute
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    MH
    Michael Horwitz
    Executive Director, BDO Alliance USA
    BDO
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    LH
    Laura Howell-Smith
    Managing Director
    Deloitte Tax, LLP
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    KI
    Kristy Illuzzi
    Senior Technical Manager
    AICPA
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    HI
    Holly Isdale
    Founder
    wealthaven
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    SJ
    Scharrell Jackson
    COO
    BPM LLP
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    KJ
    Kacee Johnson
    Strategic Advisor
    CPA.com
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    RJ
    Randolph Johnston
    Founder
    Network Management Group, Inc.
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    AJ
    Amy Jucoski
    Abbot Downing
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    AK
    Andy Katzenstein
    Partner
    Proskauer Rose LLP
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    RK
    Robert Keebler
    Partner
    Keebler and Associates, LLP
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    RK
    Rita Keller
    President
    Keller Advisors, LLC
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    DK
    David Kelly
    Chief Global Strategist and Head of the Global Market Insights Strategy Team
    J.P Morgan Asset Management
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    RK
    Roman Kepczyk
    Director of Firm Technology Strategy
    Right Networks
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    LK
    Lauren Kimbrough
    StillPoint Accounting, LLC
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    MK
    Michael Kitces
    Publisher | Partner
    Nerd's Eye View | Pinnacle Advisory Group
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    MK
    Mark Klein
    Partner/Chairman
    Hodgson Russ LLP
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    AK
    Allan Koltin
    CEO
    Koltin Consulting Group
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    KK
    Karen Kowgios
    Partner
    WithumSmith+Brown, PC
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    JK
    Jonathan Kraftchick
    Partner
    Cherry Bekaert LLP
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    SK
    Sharon Kreider
    Owner
    KREIDERCPA
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    SK
    Steven Kriz
    Attorney
    Levenfeld Pearlstein, LLC
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    JK
    Jeff Kummer
    Managing Director
    Deloitte Tax LLP
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    BK
    Brian Kush
    Principal
    Intend2Lead
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    JL
    Joshua Lance
    Managing Director
    Lance CPA Group
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    KL
    Karly Laughlin
    Principal
    Belfint, Lyons & Shuman, P.A.
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    JL
    Jeffrey Levine
    Lead Financial Planning Nerd
    Kitces.com
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    BL
    Barbara Lewis
    Audit Director
    Atkinson & Co., Ltd.
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    LL
    Lori Liddell
    Accounting Instructor
    Jackson State University
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    AL
    Alan Long
    Managing Member
    Baldwin CPAs, PLLC
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    CL
    Chris Lucas
    Owner
    Lucas Valuation Group, LLC
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    MM
    Maria Manasses
    Partner
    Grant Thornton LLP
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    LM
    Liz Mason
    CEO
    High Rock Accounting
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    GM
    Gary McBride
    Emeritus Professor
    California State University East Bay
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    DM
    Dixie McCurley
    President & Co-founder
    Trusted CFO Solutions
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    PM
    Paula McMillan
    Senior Financial Advisor
    Stearns Financial Group
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    JM
    Jeffrey Mechanick
    Assistant Director
    Financial Accounting Standards Board
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    KM
    Kalil Merhib
    Vice President
    CPA.com
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    MM
    Mark Muller
    Mann-Judd - Sydney
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    AN
    Annette Nellen
    Professor
    San Jose State University
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    MO
    Matt Orsagh
    Senior Director, Capital Markets Policy
    CFA Institute
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    NP
    Natalie Perry
    Partner
    Harrison Held
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    RP
    Rhonda Peterson
    Executive Coach and Workshop Facilitator
    RKP Ventures
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    BP
    Bruce Phillips
    Managing Director & Partner
    Aprio Cloud
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    JP
    John Porter
    Partner
    Baker Botts LLP
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    MP
    Madeline Pratt
    Founder & CEO
    Fearless Foundry
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    MR
    Marcey Rader
    Productivity Speaker
    Rader Co.
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    RR
    Robert Raiola
    Director of Sports and Entertainment Group
    PKF O'Connor Davies, LLP
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    MR
    Matt Rampe
    Mr.
    Rampe Consulting
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    CR
    Charlene Rhinehart
    Managing Director
    CEO Unlimited LLC
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    RR
    Ross Riskin
    Associate Professor of Taxation | Director of CFP and ChFC Education Programs
    The American College of Financial Services
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    AR
    Adam Roark
    Director, Assurance Innovation and Methodology
    DHG
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    ER
    Erin Roche
    Team Leader
    Elliott CPA Group Inc.
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    JR
    Jordon Rosen
    Director
    BLS CPA
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    BS
    Brooke Salvini
    Principal
    Salvini Financial Planning
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    DS
    Daniel Sanders
    Partner
    DHG
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    TS
    Theodore Sarenski
    Wealth Adviser
    Capital One/United Income
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    KS
    Keith Schiller
    Attorney-Shareholder
    Schiller Law Group
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    GS
    Gerard Schreiber
    Partner
    Schreiber & Schreiber
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    RS
    Ronda Sedillo
    SVP & CFO
    San Diego Padres
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    LS
    Luke Selvig
    Manager
    Boyum Barenscheer
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    LS
    Lewis Sharpstone
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    MS
    Martin Shenkman
    Attorney
    Shenkman Law
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    BS
    Bill Sheridan
    Chief Communications Officer
    Maryland Association of CPAs
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    ES
    Eileen Sherr
    AICPA
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    CS
    Chaya Siegfried
    Lead, International Business Tax Services
    Withum
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    LS
    Lisa Simpson
    Director - Firm Services
    AICPA
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    JS
    Joel Sinkin
    President
    Transition Advisors, LLC
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    ES
    Ed Slott
    Partner
    Ed Slott and Company, LLC
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    JS
    Jeffery Sorensen
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    JS
    James Spallino
    Partner
    Thompson Hine LLP
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    SS
    Scott Sprinkle
    Managing Member
    Sprinkle & Associates LLC
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    MS
    Marc Staut
    Chief Innovation & Information Officer
    Boomer Consulting, Inc
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    DS
    Dave Stolz
    President
    Stolz and Associates
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    SS
    Susan Stutzel
    Coach
    Intend2Lead
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    BT
    Brian Tankersley
    Director, Strategic Relationships
    K2 Enterprises
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    JT
    Joe Tarasco
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    WT
    William Thomas
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    GT
    Gary Thomson
    Managing Partner
    Thomson Consulting, LLC
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    ST
    Susan Tillery
    President & CEO
    Paraklete Financial, Inc. and Financial Planning Advocate, LLC
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    VT
    Vincent Tiseo
    Managing Director
    Goldman Sachs
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    SU
    Steven Ursillo
    Partner | National Leader Information Assurance and Cybersecurity
    Cherry Bekaert
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    MV
    Missia Vaselaney
    Attorney
    Taft Stettinius & Hollister, LLP
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    DV
    Dustin Verity
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    CV
    Corney Versteden
    LLM Rb.
    HLB Van Daal - Netherlands
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    AV
    Amy Vetter
    CEO
    The B3 Method Institute (QuickStart Training)
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    DW
    Daniel Wallach
    Founder, Sports & Gaming Attorney
    Wallach Legal, LLC
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    JW
    joseph walloch
    CEO
    REDLANDS POLICE COMMUNITY FOUNDATION MIDNIGHT HOOPZ
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    KW
    Kelly Ward
    Owner
    Robinson & Ward, PC
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    BW
    Barbara Waxman
    Founder, The Odyssey Group
    The Odyssey Group
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    SW
    Sandra Wiley
    President
    Checking
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    AW
    Amanda Wilkie
    Consultant
    Boomer Consulting, Inc.
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    KW
    Kelly Williams
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    JW
    Jennifer Wilson
    Co-founder and Partner
    ConvergenceCoaching, LLC
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    CW
    Chris Wittich
    Partner
    Boyum Barenscheer, PLLP
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    DW
    Drew Wolf
    Senior Accountant II
    Boyum Barenscheer, PLLP
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    JW
    Jeremy Wortman
    Owner/Corporate Psychologist
    HRD Initiatives
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    CW
    Candace Wright
    Director
    Postlethwaite & Netterville
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    GZ
    Gary Zwick
    Attorney
    Walter | Haverfield LLP

    Community

    attendee photo
    Ivan Hoffman, CFP®Fi3 Financial Advisors, LLC
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    Mayumi ToddTodd's Accounting Services
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    Larry PonPon & Associates
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    Stephan KingChandler/Gilbert Community College
    attendee photo
    Jim Gilbert, CPA, CITP, CGMAAICPA
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    Sabrina CookSabrina P. Cook, CPA PLLC
    attendee photo
    John AckermanAckerman CPAs, LLC
    attendee photo
    Tom Sennott CPA CMA CGMAA-1 Roof Trusses
    attendee photo
    Jon Munson, CPA, PFSMontlake Financial Services, LLC

    Location

    Aria Resort
    ARIA Resort & Casino, South Las Vegas Boulevard, Las Vegas, NV, USA

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