June 19, 2018
About Contact Virtual Conference Series Conferences

The Partner Compensation Symposium
 


SPEAKERS



Gary Boomer CPA

Marc Busny

Gale Crosley CPA

Renee Davis-Malott

Chris Frederiksen CPA

Louis Grassi CPA, CFE

William Hagaman CPA

Geralyn Hurd CPA

Matt Jagst

John Jantsch

Allan Koltin CPA

Art Kuesel

Bob Lewis

Andrea Mills MBA, CPA, CCSA

Lauren Prosser

Steve Ragow

Rebecca Ryan

Gary Shamis CPA, M.Acc.

Eric S. Smith J D

Mark Thomson CPA

Kevin Turco

Sandra Wiley


Gary Boomer CPA
CEO
Boomer Consulting, Inc.


L. Gary Boomer is CEO of Boomer Consulting, Inc., an organization that provides planning and consulting services to leading firms in the accounting industry. Boomer strategies chart a transformation roadmap that results in increased revenue, goal-oriented personnel and business growth. Gary was previously a partner at the regional CPA firm of Varney & Associates.

Gary is recognized in the accounting profession as the leading authority on technology and firm management. For the past ten years, he has been named by Accounting Today as one of the 100 most influential people in accounting. He consults and speaks around the globe on management and technology related topics including strategic and technology planning, compensation and developing a training/learning culture. He acts as a planning facilitator, provides coaching and serves on many advisory boards.

He serves on the Kansas Society of CPAs and on the accounting advisory board at Kansas State University. He is a member of The Advisory Board, a group of leading consultants to the accounting profession. He is the past chairman of the AICPA's Information Technology Executive Committee and a former member of the AICPA Council. He has also served on the AICPA's Academic and Career Development Executive Committee and the ACUTE Board of Directors.

Gary is the creator of and a facilitator for The Boomer Technology Circles. Each circle is comprised of approximately 20 firms from unique geographic areas. The Circles meet three times per year and are connected through the Boomer Knowledge Network. These circles help the best firms get better!

Gary is the author of Boomer's Blueprint, a regular column in Accounting Today and publishes the Boomer Bulletin, a technology newsletter with worldwide circulation.

In addition to accounting firm and small business consulting, he has consulted with IBM, Microsoft, Intuit, CCH, and Thomson on the design and marketing of accounting related software.




Marc Busny
Managing Director & Chief Marketing Officer
CBIZ Tofias


Marc is a Managing Director and the Chief Marketing Officer at CBIZ Tofias, placing him in an elite group of professional services marketing executives. Marc joined the organization in 1996 and is responsible for developing and executing the CBIZ Tofias marketing strategy and implementing targeted marketing programs geared to bottom line results. In this role, he devises programs to introduce services, develops niche markets, oversees the company's client satisfaction programs, and manages its marketing and business development activities. In 2011, Marc was named one of the Top 100 Most Influential People in the Accounting Industry by Accounting Today. His experience includes merger integration and strategy, market research, competitive analysis, positioning, branding, and business development.

Marc recently spoke at the AICPA Practitioners Symposium and TECH+ Conference in partnership with the Association for Accounting Marketing Summit. He has moderated and spoke at the Association of Accounting Marketing Executive Leadership Conference on the subject of The Road to Partner, at the Massachusetts Society of Certified Public Accountants (MSCPA) New England Practice Management Conference, the Legal Marketing Association (LMA) of New England Annual Conference on the subjects of "Client Satisfaction through Differentiation" and "Tracking Your Firm's Business Development Efforts," and presented a CFO panel discussion at an international accounting meeting. Later this year, Marc will be speaking at the Winning CLIENTS is Everything Conference on Increasing the Overall Value of Your Firm Through Marketing".

Marc has been quoted in Practical Accountant, Accounting Today, Web CPA, The Boston Business Journal, Worcester Telegram & Gazette, and profiled by the CPA Marketing Report. In addition to his many civic and charitable activities, Marc has also lectured on the subject of professional services marketing at Emerson College and taught Money and Banking in the Chelsea Public Schools as part of the Boston University/Chelsea Schools partnership.




Gale Crosley CPA
President
Crosley+Company


Gale Crosley, CPA, was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the sixth consecutive year, and one of the Top 100 Most Influential People in Accounting by Accounting Today for the fourth consecutive year. She consults with CPA firms, assisting managing partners, partners, marketing directors, and staffs to efficiently and effectively increase their firm's revenues. She guides them through development of the best strategies and tactics to achieve aggressive revenue growth objectives.

Gale's 30 plus years of experience, feature a unique combination as a practicing CPA at Arthur Andersen, PWC, and a local CPA firm. She has also held senior management roles in business development and marketing in the cutting edge technology environment with IBM, MCI and several start-up technology companies, including her own.

She became Executive Vice President of Business Development at a $250 million consulting firm. There she was responsible for implementing revenue growth initiatives among 39 individual practices, 1,500 CPAs and consultants, with a direct sales force and marketing department, and 100 rainmakers.

Gale has brought more than 30 products and services to market and has closed dozens of multi-million-dollar opportunities.

She is an honors accounting graduate from the University of Akron, Ohio, and winner of the Simonetti Distinguished Business Alumni Award. Gale is a licensed CPA in Ohio and Georgia, a member of the AICPA, the Ohio Society and Georgia Society of CPAs, and is on the Editorial Advisory Board of the Journal of Accountancy.

Her first book, At the Crossroads, chronicles the challenges and successes of a fictional CPA firm struggling with growth.




Renee Davis-Malott
Vice President. Sales  National and Global Accounts
CCH USA


Ms. Davis-Malott has more than 21 years of sales and marketing experience, 19 of which has been with CCH in the USA. She has professionally served thousands of firms, both large and small, and assisted them by providing custom solutions and research tools in tax, accounting and audit. She has expert product knowledge of the full suite of products and services that CCH offers. Ms. Davis-Malott has cultivated close business relationships with many key industry leaders in both the government and private sectors. Her in-depth industry knowledge and client focus has been beneficial to many agreements between CCH and the largest accounting firms in the world.

Renee's core expertise is delivering customized tax, audit and accounting tools related to research, software and process solutions enabling accounting professionals to provide world-class services Her unique perspective on global markets has been acquired through a variety of experiences within CCH - from being the project leader for a multi-national accounting firm to working with marketing to develop new client-driven products with critical functionality and effectiveness.




Chris Frederiksen CPA
Chairman & CEO
2020 Group


Chris Frederiksen is one of the best-known and most highly-rated seminar leaders in the world as well as a consultant to accountancy firms worldwide. He is also a practicing accountant in San Francisco, California. His experience includes partnership positions with two international CPA firms and building several independent practices in the San Francisco Bay Area. As a consultant for the past twenty years, he has been helping small and medium sized accountancy firms achieve their goals of greater profitability and greater personal satisfaction for the owners. He is now committed to helping CPAs and tax professionals excel in financial services, strategic planning and other new service areas.




Louis Grassi CPA, CFE
Managing Partner
Grassi & Co.


Louis C. Grassi is the Managing Partner and driving force behind the firm's growth. He began his career in 1977 and has extensive experience in tax, accounting and consulting. Lou's counsel has proven instrumental to the success of many companies in the construction, real estate, architecture & engineering, manufacturing, and professional service industries. Lou takes a proactive role with clients, performing such value-added services as profit-enhancement studies, operational reviews, performance benchmarking, forensic accounting, cost analysis, incentive compensation programs, estate and succession planning, corporate restructuring, and corporate retreat facilitation. Under Lou's guidance, Grassi & Co. has been ranked among the Top 25 Best of the Best Firms by INSIDE Public Accounting for six consecutive years, and ranked as the 23rd largest firm in the New York metropolitan area.

A nationally recognized expert, Lou is frequently called upon as a lecturer and business advisor for companies and industry trade organizations. He has authored numerous local and national articles, also serving as a contributing editor to the Corporate Controller's Manual and was the Editor of the Journal of Construction Accounting & Taxation. Lou is also an adjunct professor at Columbia University teaching a graduate level course in finance and accounting.

Lou has received numerous professional awards and accolades. He has served as an executive board officer for the New York State Society of Certified Public Accountants (NYSSCPA), and he is a member of the American Institute of Certified Public Accountants (AICPA). Lou also serves on numerous committees and task forces within the industries that the firm serves. A member of the Young Presidents Organization, he appears in both the national and international Who's Who Directory of Finance, and he was a member of the Editorial advisory board of CPA Managing Partner Report, The CPA Journal, and other industry publications. Lou currently is the Vice Chairman on the board of Moore Stephens North America, part of an international association of more than 360 independent accounting and consulting firms.

A graduate of Queens College, Lou holds a Business Administration degree in Accounting. He has completed postgraduate courses in taxation and earned the designation of Certified Fraud Examiner (CFE) from the National Association of Certified Fraud Examiners.




William Hagaman CPA
Managing Partner/CEO
WithumSmith+Brown


Bill is the Managing Partner and Chief Executive Officer of WithumSmith+Brown, PC, and has been a member of the firm's management for over 20 years. He is a licensed certified public accountant in the states of New Jersey, New York and Florida, specializing in merger and acquisition services and international business. With over 30 years of professional experience, he serves local, national and global clients in a variety of industries including bio-medical and pharmaceutical.

A graduate of Richard Stockton College of New Jersey with a bachelor's degree in accounting, Bill joined WS+B in 1980. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). He has also demonstrated a leadership role in expanding the firm's global capabilities, serving as a current executive committee member of HLB International's U.S. organization and as the former chairman of Nexia International USA - both of which are worldwide networks of independent accounting firms and business advisors.

Bill has been interviewed on Executive Leaders Radio regarding topics of leadership, and has appeared on the News 12 New Jersey television show, "New Jersey Business," discussing topics related to managing a business in today's economy. He is frequently quoted in accounting and business publications, and has authored many articles over the years on topics ranging from fixed asset management to mergers and acquisitions to leadership within the profession.




Geralyn Hurd CPA
Partner, National Tax-Exempt Practice Leader
Crowe Horwath


Ms. Hurd has been a tax exempt specialist for more than 20 years. She serves healthcare systems, educational entities, membership organizations, cultural arts organizations, private foundations and other not-for-profit organizations.

Geralyn was recently named as one of Consulting Magazines Top 25 Consultants for 2012.

Unique to her profession, Ms. Hurd has designed and developed the patent-pending Crowe Tax Risk Assessment & Control (C-TRAC®) solution, a web-based diagnostic tool designed to simplify information gathering and input for tax exempt organizations. She has is also an expert on IRS audit counseling and defense. Ms. Hurd has consulted on coordinated examination program (CEP) audits as well as compliance questionnaires, limited scope audits and other activities involving the IRS. Additionally, Ms. Hurd has assisted clients with establishing for-profit subsidiaries, joint ventures and legal structures to best safeguard an organization's exempt status while minimizing the organization's overall tax liability.




Matt Jagst
Director of Product Management
Thomson Reuters


Matt is the Director of Product Management for the Enterprise Segment of the Tax and Accounting business of Thomson Reuters. In this role Matt represents the products of the Enterprise Suite (GoSystem Tax, GoFileRoom, Practice CS, etc.) to the tax and accounting profession for the business. Matt often speaks and instructs on various aspects of software and technology at many profession events.

Matt has worked in the tax and accounting software profession for 17 years and holds a Bachelors degree in Accounting and has attained his MBA degree from Eastern Michigan University.




John Jantsch
Marketing Consultant, Best-Selling Author
Duct Tape Marketing


John Jantsch is a marketing consultant, award winning social media publisher and best selling author of Duct Tape Marketing and The Referral Engine.

He is the creator of the Duct Tape Marketing System and Duct Tape Marketing Consulting Network that trains and licenses small business marketing consultants around the world.

His blog was chosen as a Forbes favorite for marketing and small business and his podcast, a top ten marketing show on iTunes, was called a must listen by Fast Company magazine. He is the featured marketing contributor to American Express OPENForum and is a popular presenter of workshop and webinars for organizations such as American Express, Intuit, Verizon, HP, and Citrix.

His practical take on small business is often cited as a resource in publications such as the Wall St. Journal, New York Times, and CNNMoney.




Allan Koltin CPA
CEO
Koltin Consulting Group, Inc.


A nationally recognized speaker and industry analyst, he has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies.

For eleven consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. This year, he was the only consultant among the top 10 vote-getters which include such notables as President Barack Obama, U.S. Treasury Secretary Timothy Geithner, SEC Chair Mary Schapiro, IRS Commissioner Douglas Shulman and AICPA President Barry Melancon. Koltin was also voted one of the 10 Most Recommended Consultants, for the seventh straight year, in the "2010 Annual Survey of Firms" conducted by INSIDE Public Accounting. He was one of the first inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.

Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA's Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management.

He is a founding member of The Advisory Board, a think tank for the accounting profession, and has served on various advisory boards, including Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA) and H&R Block (HRB Business Services).

Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest publisher of marketing newsletters for professional services firms, prior to its sale to Thomson Reuters in January of 2011. Prior to that, Allan was a Senior Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm's Executive Committee. FERS was acquired by H&R Block in 1998.

Allan attended both the University of Wisconsin - Madison and the University of Wisconsin - Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, and his three children, Jack, Brian and Julia. His hobbies include playing with his children, travel, chess, basketball and reading.

Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, and mergers and acquisitions.




Art Kuesel
Director of Consulting Services
Koltin Consulting Group, Inc.


Art, a visionary and results oriented professional services marketing leader, delivers more than just marketing and business development coaching and advisory services. He delivers an insider's perspective gained from working as a marketing director for two leading CPA firms, and also the global perspective from working with dozens of local, regional and national firms annually on the complex marketing and sales challenges they face.

Clients count on Art for a variety of strategic as well as implementation services. He works with a number of small to midsized firms without a dedicated marketing director on site, as an outsourced marketing director advising on everything from collateral to logos, and coaching partners on sales and pursuits. He also works with medium to large firms with an experienced team in place and is often brought in to offer an "outsider's" perspective and bring new and industry best practices and ideas to the table.

An accomplished speaker and writer, Art has been a three-time speaker at the Association for Accounting Marketing (AAM) National conference and has spoken for the regional AAM chapters in Chicago, San Francisco, Michigan, Wisconsin and Atlanta, as well as CPA firm associations (CPA America, BKR, CICPAC). He is a former board member of AAM National and AAM Wisconsin. He has been quoted and featured in Accounting Today, Practical Accountant, CPA Firm Practice Management Forum, ICPAS Insight magazine, WICPA magazine, and MarkeTrends.




Bob Lewis
President
Visionary Marketing


Bob helps practices create and implement growth strategies. These include the creation of a marketing plan through Visionary's unique Marketing roadmap process to the execution of lead generation programs that build a pipeline of new prospects. One significant area of expertise Bob has developed is in the identification of merger and acquisition candidates in the accounting profession. He has a unique process to identify firms that need to be purchased or merged, but do not know how to create that transition plan. His marketing background includes writing the content and designing websites, literature, surveys, email messages and general branding and image needs.

How many marketing professionals have closed the books, created financial statements, wrote accruals or done internal audit? It can be hard to relate to a prospects needs if you have never done the job. Bob has; managed a $1B billing department for a Fortune 38 company; ran a 6 state accounts payable and accounting department; created income statements and balance sheets; conducted internal audits; and developed $100M plus budgets. Additionally, Bob has a Bachelor of Science degree in Finance and a Masters of Business Administration from DePaul University in Illinois. He has a decade of experience in accounting and financial management, and almost twenty years in professional marketing for the accounting and financial profession.




Andrea Mills MBA, CPA, CCSA
Director
Fiscal Management Associates, LLC


Andrea T. Mills, MBA, CPA, CCSA®, Director of FMA, works with nonprofit organizations, individuals, and foundations in financial management areas to help them make important fiscal decisions for their organizations. Her support enables organizations to improve the effectiveness of their giving and receiving of contributions through developing fiscal management tools, establishing appropriate fiscal policies and procedures, and advising on strategic decisions. She also spends time leading FMA's training initiatives in New York, Chicago, and across the country for executive directors, fiscal staff and board members of organizations and foundations. Most recently, she has taught courses through the FMA institute, was presenter at the City of Chicago, Department of Family and Support Services Annual Fiscal Conference, and is a faculty member of Donors Forum of Chicago.

Andrea came to FMA with over 15 years of public accounting experience working with not-for-profit organizations and start-up venture capital companies through her association with a regional accounting firm and as a supervisor in the Philadelphia office of Grant Thornton LLP. At FMA, she held the position of senior manager for several years before being admitted to partnership as a Director in 2006.

Andrea holds the Certification in Control Self-Assessment (CCSA®) awarded by The Institute of Internal Auditors to practitioners who have proven their knowledge and are able to provide guidance on risk, controls, and business objectives. She is a member of the American Institute of CPAs and The Institute of Internal Auditors, and is an adjunct professor at Columbia University's School of Continuing Education, where she lectures on accounting issues for not-for-profit organizations. Andrea has an MBA degree from Drexel University and graduated magna cum laude with a BBA from Temple University.




Lauren Prosser
Director
ProfitCents Professional Services


Lauren Prosser is a Member of Sageworks Professional Services (SPS), a team of specialized consultants providing partner coaching and strategy construction services to accounting professionals throughout North America.

In addition, Lauren currently serves as the Manager of Advisory Services at Sageworks, Inc., "The Leader in the Financial Analysis of Privately-Held Companies." Lauren joined Sageworks in June 2006 as a Director of Business Development and soon thereafter became a leader in the company's Consulting and Advisory Services Groups.

As the Manager of Advisory Services, Lauren oversees a team of consultants responsible for working with the company's largest CPA and CA clients and assists the company's Product and Finance Teams in the development of new and innovative solutions for addressing the rapidly changing needs and professional standards of the accounting industry. This role, coupled with her position in SPS enables Lauren on a daily basis to work closely with a cross-section of public accounting firms, ranging in size and service focus and provides her with a comprehensive understanding of all facets of the industry.

Lauren's specific expertise at an organizational level is in working with public accounting firms to develop compliance, process improvement, growth, and differentiation strategies.

Lauren's specific expertise at the individual and partner level is in providing client relationship and professional skills coaching to facilitate the evolution of well-rounded and progressive firm leaders.

Lauren has authored the curriculum for many NASBA-accredited CPE courses and has taught over 2,500 hours of in-person and web-based CPE courses to individual accounting firms as well as to groups of accounting professional during industry conferences. She has also coordinated several forums and focus groups within accounting associations and between firms of similar size and scope to facilitate the exchange of ideas and best practices within the industry.




Steve Ragow
Director, Western Region
TRCG Advisors


Steve started out in Public Accounting but was drawn into the budding world of technology. He spent 35 years in sales, management and executive consulting on growing business through improved business practices combined with the use of technology. Steve later returned to his accounting roots as a CFO - helping to grow revenues by 300% in 4 years. It was during this period that he began to explore various credits available to the manufacturing/distribution industry and chose to enter the tax credit and incentive world in which we works today.

TRCG is a company specializing in serving the manufacturing and distribution industries by helping them capture specialized tax credits (Research and Development) and implement certain tax strategies around export incentives (DISC) as well as providing consulting services in the areas of Business Procedure reviews and current system analysis. The company works directly with clients as well as works with CPA firms around the country helping them bring additional value to their clients.

Additionally, Steve is on the Board of the International Trade Committee working with the Department of Commerce and various City Chambers helping manufacturing and distribution firms expand their business, grow revenues and add new jobs by introducing them to international markets needing/wanting their products and services.




Rebecca Ryan
2EO
Next Generation Consulting


Rebecca Ryan is the founder of Next Generation Consulting (NGC) and author of Live First, Work Second: Getting Inside the Minds of the Next Generation.

Rebecca's firm helps public accounting firms engage, develop and retain their high potential talent. Clients include Armanino McKenna, Blackman Kallick, Carr, Riggs & Ingram, PKF Texas, Reznick Group, and SS&G.

Rebecca Ryan is the author of:
  • The Generational Issues assessments and white papers in the Human Capital center of PCPS
  • Ask Rebecca- an online forum hosted at Accounting Tomorrow, where she responds to questions CPAs have about working in a multi-generational office
  • Next, a quarterly column published in AccountingToday
  • Live First, Work Second: Getting Inside the Minds of the Next Generation available at Amazon.com www.nextgenerationconsulting.com.
Widely regarded as the go-to person to retain and develop next-gen talent, Rebecca joined The Advisory Board as a partner in 2007. She is a speaker at the annual Winning is Everything Conference, and at other CPA conferences. She conducts frequent webcasts (link) to help firms retain and develop their next gen leaders.




Gary Shamis CPA, M.Acc.
Managing Director
SS&G


Since Gary became managing partner of Page, Saltz & Shamis almost thirty years ago, the firm has changed dramatically. By taking an entrepreneurial approach to the management of this accounting firm, he has developed SS&G Financial Services into one of the largest and fastest growing independently owned accounting/business service firms in the country. During his tenure, the firm has grown at a rate of 20% per year to become one of the largest independently owned accounting firms in the nation.

Shamis' concepts for growth and expansion are respected and emulated by both professional peers and business organizations. The firm has won eleven Weatherhead 100 Awards (Cleveland), ten Cascade CDC Growth Awards (Akron), an Achievement in Client Service Award (Cincinnati), two Accounting Today Awards for Achievement in Client Service, and has been noted as one of Bowman's Accounting Report's top ten fastest growing firms in the U.S. SS&G Financial Services has also been chosen as one of the "Northcoast 99," a selection of the best places to work in the Northeastern Ohio region, and is a recipient of the Better Business Bureau Torch Awards for Business Integrity.

In addition to his management duties, Shamis is a frequent speaker, all over the world, on the management of professional service organizations. In 2000, he teamed up with three of the industry's top advisors to form The Advisory Board, a think-tank focused on assisting and developing the accounting industry within the U.S. As the only practicing CPA in the group, he brings a wealth of experience and qualifications. For example, Shamis has been recognized in the Wall Street Journal and the Journal of Accountancy for creating the nation's first Employee Stock Ownership Program for an accounting firm. After completing his term as the Chairman of the AICPA Management of an Accounting Practice (MAP) committee, he was busy developing and chairing The Leading Edge Alliance, the industry's newest association of CPA firms. With more than 40 member firms, with collective revenues exceeding $700 million, The Leading Edge Alliance has become one of the world's premier organizations for independent and entrepreneurial firms. Based upon these contributions to the industry, Shamis was named as one of Accounting Today's "Most Influential People" for the past five years, and was chosen as the Institute of Management Accountants' 2001 Financial Executive of the Year. Shamis has been the recipient of community and industry awards too numerous to list.

After graduating from Tulane University, Shamis earned his Masters of Accountancy from The Ohio State University. He remains active in numerous community, civic, and professional organizations.




Eric S. Smith J D
Chairman & CEO
Consulting Services Support Corporation


Eric S. Smith, an attorney with over 22 years of private practice experience in corporate, business transactions, ERISA, and estate planning law, is the founder, Chairman, and Chief Executive Officer of Consulting Services Support Corporation (CSSC), a national consulting corporation with a growing presence within the institutional marketplace. At CSSC, Mr. Smith leads a consulting team that has developed a number of unique patented and patent-pending, investment advisory processes, the goal of all of which are to empower fiduciaries to take greater control of the investment of Plan assets, including manager selection and performance monitoring processes, in a way never before available  and, in the process, improve the defendability of fiduciary decision-making as well as investment results. A prominent national speaker on issues affecting plan trustees, fiduciary duty, and structural flaws with the institutional investment consulting process, Mr. Smith brings a fundamentally different perspective  a completely client-centric perspective  to the investment consulting process. Mr. Smith graduated cum laude in General Studies from Harvard University, with an A.B. and concentration in Economics. He received his J.D., with high distinction, from the University of Kentucky.




Mark Thomson CPA
Managing Director
Ostrow, Reisin, Berk & Abrams Ltd.


Mark has been with Ostrow Reisin Berk & Abrams, Ltd., since 1980, and became a director in 1991. His career has been focused on providing financial and business advisory services for a variety of industries, including manufacturers, distributors and various service organizations. For these clients, he provides guidance on a full-range of services, including audits, reviews and compilations, strategic management and income tax planning.

As ORBAs managing director, he oversees the firms vision, strategy, growth and overall performance. Mark is also focused on maintaining the firms strong team organizational structure that enables everyone to bring the best practices to each client engagement. He ensures the firms environment fosters collaboration, cooperation and development enhancing client value and building strong relationships.




Kevin Turco
Recruiter
Armanino McKenna


Kevin Turco is the Campus Recruiter for Armanino McKenna, the largest California-based CPA firm and one of the fastest growing firms in the nation. After earning his MBA from University of the Pacific in 2007, Kevin joined the firm to support its rapidly growing recruiting needs. During his tenure at Armanino McKenna, Kevin has continued to build and expand the firms presence on a number of California universities. In addition to his campus recruiting and onboarding responsibilities, Kevin assists with experienced-level recruiting, internal communications and coordinating social media efforts with emphasis on thought leadership, brand expansion, recruitment and personal branding.

Kevin has also served on the board of MPACE (Mountain Pacific Association of Colleges and Employers), currently serves as the Chairman of the firms Staff Advisory Board, and assists other various internal groups at Armanino McKenna.




Sandra Wiley
COO, Senior Consultant and Shareholder
Boomer Consulting


Sandra Wiley is ranked by Accounting Today as one of the 100 most influential people in accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. Sandra is a certified Kolbe" trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.

Sandra is a naturally gifted public speaker who is noted for the energy and excitement she brings to an audience. At the same time, she adds a personal touch that leaves individuals in the crowd with a sense that she is your friend. This ability to build relationships and project warmth makes Sandra especially effective at building great teams. She is a team player in her own right, offering her multi-tasking skills and a realistic viewpoint that can keep an agenda on track and people focused on the tasks at hand.

Prior to joining Boomer, Sandra worked for over 16 years in the financial services industry in the areas of human resources, marketing/sales, training, and business development. She has developed and presented over 50 training programs and numerous one-day seminars in human resources and marketing/sales. She was an officer of the American Institute of Banking and presented workshops titled "Selling Bank Services and "Customer Service Plus.





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