Financial Planning & Analysis Highlight Speakers

CPA
Principal | Jack Alexander & Associates LLC
Jack is an experienced CFO and operating executive turned advisor, author, and lecturer. His firm provides advice on strategic and operational planning, forecasting, and Financial Planning &... More
CEO | Generation CFO
Christopher Argent (who likes to be called Chris when he is amongst his AICPA friends) wants to revolutionise the role of accounting and finance in business. He has been on this "finance meets data... More
President | PowerPivotPro LLC
Rob Collie is leading a revolution into a new era of business intelligence (BI). He is the founder of PowerPivotPro, the world’s first fully agile BI consulting firm that meets companies where they... More
Detective | Enterprise Speakers
Jon Engstrom is a 21-year veteran with a major U.S. metropolitan police department where he serves as the technical lead for the agency’s Criminal Intelligence and Cyber-Crime Sections. He founded... More
IT Manager | Wipfli LLP
Former Chief Operating Officer of a 100 person CPA firm specializing operations and the I.T. space. Presently working on the M&A team at Wipfli.
CPA, CGMA
CFO | Stratagem Certified Public Accountants
Kristine has a proven record of creating financial reports which illuminate the financial health of organizations, and has worked in both private industry and as a CPA in public accounting for more... More
COCPA
CEO | Stratagem Certified Public Accountants
Paul Leroue is the CEO/Growth Strategist of a mid-size CPA firm in Denver Colorado. He is a experienced business leader having spent 12 years in fortune 500 companies and the last 25 years as an... More
IT Analyst Senior | Wipfli LLP
Nicole joined Wipfli in June 2014 in a technology consulting role. She quickly transitioned from that consulting role to project management in the Internal IT department. She was responsible for... More
Partner, National Industrial Products Leader | RSM US LLP
Steve is the National Industrial Products Industry Leader at RSM US LLP. RSM is the leading firm serving the middle market with audit, tax and consulting services. In this role, he works closely... More
CPA
VP of Finance and Controller | AccuWeather Inc.
Glen’s extensive financial management background includes more than 28 years of experience in both public accounting and private industry by helping emerging growth and established companies enhance... More
CPA
Director | PwC
Ashleigh is a Director within PwC's assurance practice. Her background includes more than ten years working in public accounting, consulting with clients and leading audits and other services for... More
CPA, CGMA
VP, CFO Retirement Business | TIAA
Jennifer R. Reilly, CPA, CGMA Vice President, Chief Financial Officer – Retirement business & Head of Institutional Strategic Pricing TIAA ________________________________________ Jennifer... More
CBE
Senior Economist and Economic Advisor | Federal Reserve Bank of Chicago
William A. Strauss, CBE Senior Economist and Economic Advisor Federal Reserve Bank of Chicago William A. Strauss is a Senior Economist and Economic Advisor in the Economic Research Department at the... More

Controllers Highlight Speakers

CPA, CFE, CVA
Director | PKF Texas
Danielle Supkis Cheek, CPA*, CFE, CVA Danielle Supkis Cheek is a Director at PKF Texas. Danielle earned her Bachelors from Rice University in Houston, TX, and her Master of Science in Accountancy... More
Detective | Enterprise Speakers
Jon Engstrom is a 21-year veteran with a major U.S. metropolitan police department where he serves as the technical lead for the agency’s Criminal Intelligence and Cyber-Crime Sections. He founded... More
CPA, CGMA
Vice President, Financial Reporting | The Prudential Insurance Company of America
Nigel is a Certified Public Accountant (CPA), and a Chartered Global Management Accountant (CGMA). As Vice President of ALM Finance - Financial Reporting, he oversees the reporting function of... More
CVA, CM&AA
Director | PKF Texas
Partner at PKF Texas in Entrepreneurial Advisory Services ("EAS") and Transaction Advisory Services ("TAS") coordinating and providing Outsourced CFO Services to strategic-oriented Organizations,... More
IT Manager | Wipfli LLP
Former Chief Operating Officer of a 100 person CPA firm specializing operations and the I.T. space. Presently working on the M&A team at Wipfli.
CPA, CGMA
CFO | Stratagem Certified Public Accountants
Kristine has a proven record of creating financial reports which illuminate the financial health of organizations, and has worked in both private industry and as a CPA in public accounting for more... More
COCPA
CEO | Stratagem Certified Public Accountants
Paul Leroue is the CEO/Growth Strategist of a mid-size CPA firm in Denver Colorado. He is a experienced business leader having spent 12 years in fortune 500 companies and the last 25 years as an... More
IT Analyst Senior | Wipfli LLP
Nicole joined Wipfli in June 2014 in a technology consulting role. She quickly transitioned from that consulting role to project management in the Internal IT department. She was responsible for... More
Partner, National Industrial Products Leader | RSM US LLP
Steve is the National Industrial Products Industry Leader at RSM US LLP. RSM is the leading firm serving the middle market with audit, tax and consulting services. In this role, he works closely... More
CPA
Director | PwC
Ashleigh is a Director within PwC's assurance practice. Her background includes more than ten years working in public accounting, consulting with clients and leading audits and other services for... More
CBE
Senior Economist and Economic Advisor | Federal Reserve Bank of Chicago
William A. Strauss, CBE Senior Economist and Economic Advisor Federal Reserve Bank of Chicago William A. Strauss is a Senior Economist and Economic Advisor in the Economic Research Department at the... More

Manufacturing Highlight Speakers

Detective | Enterprise Speakers
Jon Engstrom is a 21-year veteran with a major U.S. metropolitan police department where he serves as the technical lead for the agency’s Criminal Intelligence and Cyber-Crime Sections. He founded... More
Senior Vice President of Sales | Redwood Logistics
Steve Gadaleta is an Experienced Executive Sales Leader and Chief Executive Officer with a demonstrated history of business transformation in manufacturing, distribution and transportation industries... More
CEO | Orca Pacific
John Ghiorso is widely regarded as an authority on all things Amazon. He has dedicated his career to sharing his knowledge as founder and CEO of Orca Pacific, a full-service agency focused... More
Vice President | Ken Koenemann
Ken Koenemann joined TBM in 2006 and led the development and implementation of a global Lean Value Chain practice that helps clients synchronize their resources and information flow to minimize costs... More
CPA, CGMA
CFO | Stratagem Certified Public Accountants
Kristine has a proven record of creating financial reports which illuminate the financial health of organizations, and has worked in both private industry and as a CPA in public accounting for more... More
COCPA
CEO | Stratagem Certified Public Accountants
Paul Leroue is the CEO/Growth Strategist of a mid-size CPA firm in Denver Colorado. He is a experienced business leader having spent 12 years in fortune 500 companies and the last 25 years as an... More
Partner, National Industrial Products Leader | RSM US LLP
Steve is the National Industrial Products Industry Leader at RSM US LLP. RSM is the leading firm serving the middle market with audit, tax and consulting services. In this role, he works closely... More
CPA
Director | PwC
Ashleigh is a Director within PwC's assurance practice. Her background includes more than ten years working in public accounting, consulting with clients and leading audits and other services for... More
CBE
Senior Economist and Economic Advisor | Federal Reserve Bank of Chicago
William A. Strauss, CBE Senior Economist and Economic Advisor Federal Reserve Bank of Chicago William A. Strauss is a Senior Economist and Economic Advisor in the Economic Research Department at the... More

Committee Members

Committee Member
CPA
Principal | Jack Alexander & Associates LLC
Committee Member
CPA, CGMA
CFO | Stratagem Certified Public Accountants
Committee Member
Partner, National Industrial Products Leader | RSM US LLP
Committee Member
Director of Finance | Emarsys
Committee Member
CPA, CGMA
VP, CFO Retirement Business | TIAA
Committee Member
CPA, CGMA
Corporate Controller | Cask NX

Speakers

CPA
Principal | Jack Alexander & Associates LLC
Jack is an experienced CFO and operating executive turned advisor, author, and lecturer. His firm provides advice on strategic and operational planning, forecasting, and Financial Planning &... More
CEO | Generation CFO
Christopher Argent (who likes to be called Chris when he is amongst his AICPA friends) wants to revolutionise the role of accounting and finance in business. He has been on this "finance meets data... More
Senior Partner | Mercer
Eric Bassett is a Senior Partner and the leader of Mercer’s National Association and Multiple Employer Team. Eric works with clients in all areas of health care and group benefits with particular... More
CPA, CFE, CVA
Director | PKF Texas
Danielle Supkis Cheek, CPA*, CFE, CVA Danielle Supkis Cheek is a Director at PKF Texas. Danielle earned her Bachelors from Rice University in Houston, TX, and her Master of Science in Accountancy... More
President | PowerPivotPro LLC
Rob Collie is leading a revolution into a new era of business intelligence (BI). He is the founder of PowerPivotPro, the world’s first fully agile BI consulting firm that meets companies where they... More
Partner | Plante Moran, PLLC
As the leader of the business development team in the Rocky Mountain region, I focus on sales, lead generation, and customer success. My clients consider me an expert in software and information... More
Detective | Enterprise Speakers
Jon Engstrom is a 21-year veteran with a major U.S. metropolitan police department where he serves as the technical lead for the agency’s Criminal Intelligence and Cyber-Crime Sections. He founded... More
Assistant Controller | Emarsys
CPA, CGMA
Vice President, Financial Reporting | The Prudential Insurance Company of America
Nigel is a Certified Public Accountant (CPA), and a Chartered Global Management Accountant (CGMA). As Vice President of ALM Finance - Financial Reporting, he oversees the reporting function of... More
MBA
Director of Digital Solutions | EisnerAmper LLP
Greg Fritsky is the National Director of Robotics, AI and Data Analytics within Process, Risk, and Technology Solutions (PRTS). He has over 25 years of consulting, technology, and internal audit... More
Senior Vice President of Sales | Redwood Logistics
Steve Gadaleta is an Experienced Executive Sales Leader and Chief Executive Officer with a demonstrated history of business transformation in manufacturing, distribution and transportation industries... More
CEO | Orca Pacific
John Ghiorso is widely regarded as an authority on all things Amazon. He has dedicated his career to sharing his knowledge as founder and CEO of Orca Pacific, a full-service agency focused... More
CPA
CFO | Arbor Homes
JD
Board Member | SASB
Dan Goelzer is a retired partner in the law firm of Baker McKenzie. He advises a Big Four accounting firm on audit quality issues and is a member of the Sustainability Accounting Standards Board.... More
CVA, CM&AA
Director | PKF Texas
Partner at PKF Texas in Entrepreneurial Advisory Services ("EAS") and Transaction Advisory Services ("TAS") coordinating and providing Outsourced CFO Services to strategic-oriented Organizations,... More
CPA, CGMA, CITP
Lead Partner - Digital Transformation | SingerLewak, LLP
Bob Green, CPA.CITP, CGMA is Lead Partner for SingerLewak’s "SL Business Informatics" advisory practices. SingerLewak is a US Top-100 CPA and Consulting firm. Bob combines CPA, CFO, Consulting and... More
Program Manager | Microsoft
Chris Gross has worked in Program Management at Excel for the past 7 years. In his time there he has worked on many features with a historical focus on BI, helping release and improve functionality... More
CPA
Senior Manager | Dixon Hughes Goodman
Eric Hessler Senior Manager Tax-Federal Specialty Eric is a Senior Manager in DHG’s Metro DC tax practice. He has more than fifteen years of experience as a trusted tax advisor across various... More
CPA
SVP, Global Enterprise Services | Prudential Financial, Inc.
Richard Hummers is an experienced "hands-on" executive with a widely diversified set of professional skills and experiences including: leading large diverse organizations, large scale/complex global... More
Vice President | Ken Koenemann
Ken Koenemann joined TBM in 2006 and led the development and implementation of a global Lean Value Chain practice that helps clients synchronize their resources and information flow to minimize costs... More
IT Manager | Wipfli LLP
Former Chief Operating Officer of a 100 person CPA firm specializing operations and the I.T. space. Presently working on the M&A team at Wipfli.
CPA, CGMA
CFO | Stratagem Certified Public Accountants
Kristine has a proven record of creating financial reports which illuminate the financial health of organizations, and has worked in both private industry and as a CPA in public accounting for more... More
COCPA
CEO | Stratagem Certified Public Accountants
Paul Leroue is the CEO/Growth Strategist of a mid-size CPA firm in Denver Colorado. He is a experienced business leader having spent 12 years in fortune 500 companies and the last 25 years as an... More
Partner, Global Services | Plante Moran, PLLC
As the leader of the firm’s international consulting team, Lou helps clients increase their operational efficiency and grow their businesses across borders through strategic expansions. For nearly... More
IT Analyst Senior | Wipfli LLP
Nicole joined Wipfli in June 2014 in a technology consulting role. She quickly transitioned from that consulting role to project management in the Internal IT department. She was responsible for... More
Partner, National Industrial Products Leader | RSM US LLP
Steve is the National Industrial Products Industry Leader at RSM US LLP. RSM is the leading firm serving the middle market with audit, tax and consulting services. In this role, he works closely... More
CPA
Vice President Lease Accounting | LeaseAccelerator
Len Neuhaus, LeaseAccelerator Len is the vice president of lease accounting for LeaseAccelerator. In his role, Len works closely with large public and middle market private companies to help them... More
Director of Finance | Emarsys
Dynamic, qualified and highly ethical financial leader with extensive experience in accounting, financial planning & analysis, corporate finance, and financial management. Expert in analyzing... More
CPA, CGMA, CITP
Senior Manager | EisnerAmper-CPA
Steven Palomino is a Senior Manager with nearly 20 years of experience within accounting and finance. Steve’s expertise in organizational development and innovation management for middle market... More
CPA
VP of Finance and Controller | AccuWeather Inc.
Glen’s extensive financial management background includes more than 28 years of experience in both public accounting and private industry by helping emerging growth and established companies enhance... More
MBA
Controller | Taylor Farms New England, Inc.
Executive able to translate global financial strategies and competitive analysis into tactical plans and processes to deliver sustainable growth across operations. Effective at leveraging global... More
JD
Senior Audit and Legal Market Manager | Tableau Software
Based in Chicago, Matt Petrich is the Tableau Subject Matter Expert for both Audit and Legal World-Wide With over 25 years of professional experience, Matt specializes in data mining/business... More
CPA
Director | PwC
Ashleigh is a Director within PwC's assurance practice. Her background includes more than ten years working in public accounting, consulting with clients and leading audits and other services for... More
CPA, CGMA
VP, CFO Retirement Business | TIAA
Jennifer R. Reilly, CPA, CGMA Vice President, Chief Financial Officer – Retirement business & Head of Institutional Strategic Pricing TIAA ________________________________________ Jennifer... More
Sr. Director of Finance Transformation | BlackLine Systems, Inc.
Michael Shultz is an accounting leader. As BlackLine’s Director of Finance Transformation and Product Expert, Michael combines nearly 20 years of accounting experience in auditing (Big 4), consulting... More
CPA
Workday Ventures Controller & Adaptive Insights Chief of Staff | Adaptive Insights, A Workday Company
Sid Sitaram is currently the Workday Ventures Controller and Chief of Staff to the Head of the Planning Business Unit at Workday. He was previously the Vice President, Corporate Controller at... More
CBE
Senior Economist and Economic Advisor | Federal Reserve Bank of Chicago
William A. Strauss, CBE Senior Economist and Economic Advisor Federal Reserve Bank of Chicago William A. Strauss is a Senior Economist and Economic Advisor in the Economic Research Department at the... More
CPA, CGMA
Managing Director | Dixon Hughes Goodman
Bill Walter, Director in DHG’s Government Contracting Advisory practice, has more than three decades of experience in cost accounting in the government contracting industry. Bill’s extensive... More
CPA
Director | PwC
Steve is a Director in the PwC Deals practice in the Boston office. He has over 14 years of experience providing accounting advisory and SEC reporting services for complex transactions including... More
CPA
Managing Partner - Manufacturing, Distribution & Retail | DHG
Experience Matt serves as the MDR Managing Partner, and High Point Office Managing Partner. As the MDR Managing Partner, Matt develops and leads DHG’s manufacturing, distribution and retail strategy... More
CPA, CGMA
Corporate Controller | Cask NX
Jason Young, CPA, CGMA is a seasoned finance executive with experience in both Fortune 100 and private industry. He is a passionate practitioner of Lean Accounting and uses Lean Principles to... More