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Thought Leader - Garrett Wagner on being an entrepreneurial CPA

Garrett Wagner is the CEO and Founder of C3Evolution Group whose mission is to help empower and create entrepreneurs with the skills and knowledge to change the world. With his ability to break free from the traditional CPA box, Garrett has embraced the entrepreneurial mindset and is on a mission to help others achieve the skills and knowledge needed to succeed.


Thought Leader - Amanda Webb

Amanda Webb from Spiderworking has been working in digital marketing since 2009. She works with small businesses in Ireland, the UK and beyond helping them develop and implement strategies and campaigns. In 2017, her blog was named one of Social Media Examiner's Top 10 Social Media Blogs, an international contest. She has written for some of the world's best social media websites including Jon Loomer, Social Media Examiner and RazorSocial. She's also a regular contributor to the AgoraPulse...


Partner - Patrick Falle on why accounts receivable is a green field in 2018

Pat Falle is the Chief Revenue Officer for YayPay, a cloud-based, predictive accounts receivable automation solution that leverages data and automatic payment communications to accelerate collections directly from a customer’s existing accounting or billing application. With more than 20 years’ experience in business application technology software and fintech, Pat is responsible for all of the company’s monetization streams, including sales operations, marketing and partnerships.


Thought Leader - Jason Deshayes on the market opportunity for younger firm owners

Jason Deshaies is a Senior Manager on the Firm Services team at the AICPA. He leads the G400 initiative, oversees development of succession and emerging partner resources for PCPS as well as acts as the staff liaison with their networking groups. His hobbies include travelling, acrylic painting and watching football as an avid Seattle Seahawks fan.


Thought Leader - David C. Baker on the courage to narrow your focus

David is an author, speaker, and advisor to entrepreneurial creatives worldwide. He has written 5 books, advised more than 900 firms, and keynoted conferences in over 30 countries. His work has been discussed in the Wall Street Journal, New York Times, Fast Company, Forbes, USA Today, BusinessWeek, and Inc. Magazine. He lives in Nashville, TN. His most recent book is at


Sage Partner - Grayson Hoberg on how software helps improve quality in the food and beverage industry

Grayson Hoberg is the Chief Operating Officer of Kerr Consulting. He is a take charge leader who quickly overcomes profit and growth challenges, leveraging entrepreneurial drive and market acumen for success in new-market ventures. Grayson boosts team motivation, customer satisfaction, and product quality to reach aggressive profit goals, while managing network of stakeholders.


Thought Leader - Aaron Berson on the career path of a Cloud Accounting Ecosystem Curator

Aaron Berson is Cloud Accounting Ecosystem Curator at Eisner Amper where he is a manager in the Private Business Services and Outsourced Accounting Group. He serves a diverse client base from start-ups to mid-sized companies, with particular experience in the technology, construction, and real estate sectors. Aaron provides mentoring to several start-up entities in the New York City area, in connection with New York University’s Stern School of Business where he is an adjunct faculty...


Sage Colleague - Richard Safranek on the current state of employment in manufacturing

Rich Safranek is the Strategic Account Manager for Sage Enterprise Management. He has over 25 years experience in the ERP and Wholesale Distribution space. His background includes consulting, industry presentations and a 41 city tour with both Microsoft and IBM speaking with company owners and c-level executives on the benefits of process reinvention and the use of technology to enhance and automate many of these processes. Rich lives in the Atlanta area.


Partner - Simon Quinn of CertiPro on the evolution of ecommerce

Simon Quinn, Simon, National Sales Manager of CertiPro Solutions, LLC. With over 15 years of progressive business development experience in software with a solid understanding of sales, marketing and contract negotiations, Simon has a proven ability to manage, train, and guide account executives and sales partners to meet business and revenue objectives while promoting a team environment.


Thought Leader - Terry Snyder on why a global alliance is a disruptor in the marketplace

Terry Snyder is the President & CEO of Allinial Global. Terry ascended to that role 2008. His primary responsibilities include strategic planning, financial performance, and the overall success and growth of the association. He has more than forty years of experience at the highest management levels in both public accounting and private industry. Beginning his career with Arthur Andersen, Terry developed his accounting experience with firms such as RSM McGladrey and Clifton Gunderson LLP.


Thought Leader - Ross Riskin on student loans and financial planning

Ross is the founder of the American Institute of Certified College Financial Consultants. He is also the managing member of college planning practice Riskin Advisory LLC; vice president of Riskin & Riskin PC; and director of finance programs and assistant professor of accounting and finance at Albertus Magnus College in New Haven, Conn. As the Founder of the AICCFC, Ross has brought together his professional and academia experiences to form an organization whose mission is to offer...


Sage Partner - David Cowan on the Sage Practice Growth Plan for accounting professionals

David Cowan is Principal Owner, Tribal Ledgers, LLC. He has over 30 of experience in accounting, consulting and litigation support. David has a passion for learning, not only for himself, but in helping his customers and colleagues learn as well. He studied computer science at the Georgia Institute of Technology and a Bachlors of Business Admin from Georgia State University.


Thought Leader - Elizabeth Pittelkow Kitner on "boundarylessness" and Toastmasters

Elizabeth Pittelkow Kitner is a CPA, CGMA, and CITP is Controller for Litera Microsystems, an international technology company that helps people focus on what matters. Prior to Litera Microsystems, she served as Director of Accounting and Compliance at ArrowStream, Inc. Elizabeth began her career in Assurance at PricewaterhouseCoopers (PwC). She is currently president of SaaSy Toastmasters in Chicago and has achieved Distinguished Toastmaster status, which is the highest level in...


Colleague - Jairam Padmanabhan on the Sage Practice Growth Plan for accounting professionals

Jairam Padmanabhan is the VP Accountants at Sage. He has extensive experience in assisting companies increase revenue and decrease costs by making process improvements and by creating, managing and growing, a diverse product portfolio. He has high-energy and is passionate and results-driven with proven success in capturing market opportunities while exceeding product line goals.


Sage Colleague - Aaron Harris on machine learning and AI in accounting systems

Aaron Harris is a Senior Vice President and Head of Engineering and Technology at Sage Intacct. In fact, he is a founding member of the Sage Intacct team With Over 25 years of software development, high-tech engineering and business application expertise, Aaron regularly contributes to best practice development for cloud computing, SOA, platform-as-a-service, and accounting and finance technology standards.


Sage Partner - David Furth on the challenges of software selection

David Furth, President and Co-founder of Leap the Pond where he is responsible for overall company operations and leads all marketing and sales activity. David has spent the majority of his career working with companies on process improvement and software implementations in accounting, budgeting and forecasting, procurement, and supply base management. David holds an MBA from NYU’s Stern School of Business and B.S. in Civil Engineering from Lafayette College.


Sage Partner - Brian Terrell on robotic process automation and AI

Brian Terrell is the founder of both BTerrell Group and CodePartners. Brian oversees management and strategy for both companies. Over the years, Brian's passion for business process automation has given him a vision for additional opportunities that BTerrell can deliver. Brian provides leadership to both the business development and solution development leaders of the company.


Thought Leader - Danielle Supkis Cheek on how small firms can use "big" technology

Danielle Supkis Cheek founded D. Supkis Cheek in 2013 based in Houston, Texas and just joined PKF Texas as the director of entrepreneurial advisory services. Danielle is most passionate about her work in assisting businesses protecting their businesses from fraud. Most small and medium sized business don’t have the personnel, IT, or monetary resources to set up traditional segregation of duties. Danielle finds the puzzle of creating alternative methods to create segregation of duties for...


Thought Leader - Michelle Golden on why words matter

Michelle Golden, President of Fore, LLC and is a growth and profitability strategist. With a strong background in CPA-firm marketing, she honed subspecialties in pricing and positioning. She currently spends most of her time educating CPAs and assisting them in implementing new pricing models based on outcomes they affect, advancing them beyond charging for time spent.


Thought Leader - Nick Pasquarosa on how technology is impacting SMB’s today

Nick Pasquarosa is the founder and CEO of Bookkeeper 360. A Long Island Native, Nick loves technology and working with small businesses. In between meetings and sending emails, Nick can be found trying out new culinary experiences, traveling and jumping out of planes. He is also an avid marksman. Nick graduated St. John’s University with a master degree in Taxation.


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