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

    Location

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

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