Gregg Bossen, CPA
Principal, Gregg S. Bossen CPA P.C.
Gregg will present
QuickBooks technical training.
Gregg is a practicing CPA with a full-service
accounting firm located in Atlanta, Georgia. After graduating college from
Emory University in 1987, he began his career at KPMG Peat Marwick. In 1989,
Gregg started his own firm that currently supports more than 550 clients.
His firm specializes in tax and accounting for small businesses. Most of his
clients are small business owners who use QuickBooks®. Gregg is an Advanced
certified QuickBooks® Pro Advisor. Annually, Gregg Has taught for Intuit,
TechSoup, Real Word Training, The Construction Expo, and numerous nonprofit
associations around the country. His QuickBooks® Made Easy training products
can be found at
To date, Gregg has taught over 1000 seminars to more than 30,000 students..
He is considered an expert using QuickBooks for both NonProfits and
Contractors. He also happens to be very funny.
W. Brolin, CPA, MSA
Powerful Accounting, LLC
Dawn will present Intuit's Advanced Certification Exam Preparation
Dawn is a CPA, MSA and Managing Member of Powerful Accounting, LLC,
located in Windham, CT - a nationally recognized accounting, tax and
QuickBooks Consulting firm. She discovered the importance of the
relationship between good accounting records, good business processes and
running a successful business through her own experience as a business owner
and now strives to “leave people better than she found them”. Working with,
but not limited to, small to medium sized businesses including, contractors,
non-profits, retailers and service providers, Dawn provides accounting,
write-up, reporting, offsite CFO resources, tax return preparation and audit
Dawn is co-host and founder of “Radio
Free QuickBooks”, the only live, online radio show/podcast that
focuses on best business practices including accounting, sales tax, client
on boarding, client relationship, technology, etc. Over 30,000 listeners
tune in a month. Dawn’s list of professional accomplishments is extensive
and includes working with prestigious companies such as Intuit, RKD
Accounting Services, LLC and The National Advisor Network. Armed with
numerous professional QuickBooks Certifications, Dawn specializes in
accounting, taxes, Cloud Solutions, Not-For-Profit Solutions, payroll
options, merchant service options and other company related operations and
Named one of the “Top 40 Under 40” by CPA Technology Magazine as well as
“Top 25 Most Powerful Women in Accounting”, Dawn continues to be an
accounting "rock star" and speaker for companies across the United States.
Known for her hilarious presentation style, Dawn has been featured on MSNBC
“Your Business” and has spoken for Tory Johnson’s Small Business Spark and
Principal, Automated Financial
Leslie will Present on Transaction
Leslie Capachietti is the Principal of
Automated Financial Solutions a consulting firm that specializes in
helping small business owners get the most from their QuickBooks
software by providing end to end support as well as customization
and integration services. Her firm has been recognized by Intuit for
outstanding service to both QuickBooks and QuickBooks Point of Sale
As a member of Intuit’s Accountant Training Network Leslie has
trained thousands of fellow accountant's and ProAdvisors on a wide
range of advanced QuickBooks topics. She served on Intuit's first
Accountant and Advisor Council from 2003-2005 and holds an MBA
degree from Boston University.
Leslie has also authored several books on QuickBooks and QuickBooks
Point of Sale including the bestselling QuickBooks 2012: The
Official Guide published by McGraw-Hill.
Ilene Eisen, CPA.CITP, MBA
Ilene will present
sessions on QuickBooks desktop
Ilene Eisen is a nationally recognized
technology speaker and the owner of IE SOLUTIONS. Ilene has combined her
education in Information Systems with over 35
years of accounting experience to create a sturdy foundation for speaking,
writing and consulting engagements.
Ilene has given seminars to thousands of
Accountants on Accounting Software, Internal Controls and various Technology
topics through Intuit, K2 Enterprises, California CPA Society, and AICPA.
Ilene also taught Information Systems & Accounting at CSU Monterey Bay, Cal
Poly – San Luis Obispo, and Chapman University
ie SOLUTIONS is a Monterey, California firm
focused on providing accounting software & information system solutions,
specializing in QuickBooks Enterprise, QuickBooks Pro/Premier, QuickBooks
POS, Excel, Sage 100 (formerly MAS90/200). Ilene is an Advanced Certified
ProAdvisor and a Premier Intuit Premier Reseller.
Owner, English Management Solutions, Inc.
William will present sessions on QuickBooks
Point of Sale
is owner of English Management Solutions, Inc, has over
twenty years of helping small businesses, retailers and non-profits manage
their finances. Mr. English holds a Bachelors degree in Business
Administration with an Accountancy focus from National University in San
Diego. He has been a certified ProAdvisor since 2002, a Certified Point of
Sale ProAdvisor since version 2.1, an Advanced Certified ProAdvisor since
2007 and is Enterprise Certified since version 9.0.
Mr. English has
been using and supporting QuickBooks for over 15 years starting with the
first DOS version of QuickBooks where he was hired by Intuit as one of the
first accounting trained technical support representatives for the program.
Mr. English has been installing, training and supporting QuickBooks Point of
Sale clients since version 2.1 and is an active beta tester for both
QuickBooks Financial and Point of Sale Products. He was a founding member
of the Retail Solution Provider program and has won numerous sales and
service awards in that program until it’s merger into the Intuit Premier
Reseller Program . Mr. English has been active in training and supporting
both retail customers and other Point of Sale ProAdvisors through his
articles on the Intuit ProConnection site, training webinars through his web
site as well as his postings on the Point of Sale Community Site.
President, VARC Solutions
Robin will present on
Robin Hall is the President and Principal
Consultant of VARC Solutions in Friendswood, TX specializing in QuickBooks
training and consulting, and also QuickBase development. Her specialty is
taking small and large business clients to the next level; Robin is also the
developer of Solution Provider tools, most notably NAN Practice Manager, a
business management solution made exclusively for ProAdvisors, Solution
Providers and accountants and offered exclusively to National Advisor
Robin has been a Certified QuickBooks ProAdvisor since 1999 (Advanced
Certified since 2007) and an Intuit Premier Reseller since 2006. She is also member of the Intuit Advisory
Council and a QuickBase Certified, QuickBase Solution Provider. Robin has
been an expert presenter at Scaling New Heights, and at the Intuit Premier
Reseller Conference to almost 600 of Intuit’s top Solution Providers.
Robin has earned several awards including Intuit’s 2010 Payroll Partner of
the Year, Intuit’s 2009 Partner of the Year, Intuit’s Customer Satisfaction
Award 2008, Bob Scott’s Insights 2009 VAR Stars (for valued-added resellers
in the mid-market financial software space), Intuit’s Customer Delight
Performance Award, and Friendswood Chamber of Commerce Business Woman of the
Jennifer will present on practice growth and development topics.
Katrulya is the owner of BMRG and is a Certified Public
Accountant licensed in both Connecticut and New York. She is an
Advanced Certified QuickBooks ProAdvisor, and is also certified
in Intuit’s Enterprise Solutions and Point-of-Sale software
applications. Jennifer has spent the last 15 years working with
small to mid-sized businesses to help them use technology to
streamline workflow processes, establish company policies and
procedures, save time and maximize profits.
In her prior positions Jennifer has provided general public
accounting services in the areas of tax, audit, financial
statement preparation, management and strategic planning
services, tax planning, as well as fiduciary and estate probate
work to a diverse client base. She has also previously served
as the Controller for a large staffing company. In that
position she was an integral part of an Accounts Receivable Task
Force comprised of the company President, CFO and manager of
each of the company’s 19 offices that created “best practices”
for cash receipts and application, with an estimated $1.5
million cost savings to the Company. She supervised staff in
the areas of Financial Reporting, Accounts Receivable, Accounts
Payable, and a payroll team that processed over 7500 timesheets
is a member of the American Institute of Certified Public
Accountants; the Connecticut Society of Certified Public
Accountants; Intuit’s Trainer Writer Network; and Intuit’s
Accountant and Customer Advisor Council, 2008-2009 and
2009-2010. She is a frequent speaker on a variety of technology
solution, accounting, and business management topics.
Jennifer resides in Danbury, CT with her husband. They enjoy
travelling, spending time with their family and friends, and
volunteering in the community. Jennifer also enjoys playing
Owner, Kildal Services LLC
Stacy will present on QuickBooks Online
Stacy is owner/operator of Kildal Services LLC, located in Waterford,
Michigan—a full service bookkeeping company that specializes in all things
QuickBooks. As a Certified Professional Bookkeeper and Advanced QuickBooks
ProAdvisor, she supports QuickBooks clients all over the country, offering
payroll, bookkeeping, training and consulting.
She regularly teaches QuickBooks workshops through the local county planning
and economic development department along with community college and
continuing education classes for various school districts.
As a member of the esteemed Intuit Trainer/Writer Network, Stacy has
presented many live seminars and webinars. Her attendees enjoy the passion
she exhibits for her work and can easily relate to the many real life
examples she uses during these presentations. She has also been featured
frequently on Intuit’s Community “Ask the Expert” forums, various Intuit
Academy To Go podcasts as well as hosting a number of Intuit Small Business
Online Town Hall sessions.
Stacy is also co founder and co host of the only live, online radio
show/podcast, called Radio Free QuickBooks, which airs each Wednesday from
730-9p ET and is available on iTunes. Each week they answer user questions
and have a guest on to talk about new Intuit product and services, or third
President, FishBooks Pro, Inc
Gale will present on report customization and Crystal Reports with QQube
For over 15 years Gale has specialized in inventory management. With an
emphasis on gaining practical management information from QuickBooks and
Fishbowl data Gale is able to provide her client’s with the report tools to
be more efficient, productive and increase their bottom line.
Gale has over 20 years’ experience as a national & international speaker and
trainer. Gale is an Intuit Premier Reseller, QuickBooks Advanced Certified
since 2007, Sleeter Certified, Fishbowl Certified since 2005, a Method
Advanced Certified Account Manager and a Certified QQube Trainer.
President, Diversified Business Solutions
Beverly will present technical training on QuickBooks desktop
As President of Diversified Business Solutions, a women owned Native
American company, Beverly is a QuickBooks Pro Advisor and Premier Intuit
Reseller with over 15 years of professional experience in all aspects of
accounting. Beverly specializes in assisting small to mid-size business’s
manage software selection, merchant services, payroll and general accounting
tasks using QuickBooks® software. By leveraging Intuits QuickBooks software
alongside many 3rd party applications, Beverly has successfully provided
solutions for clients numerous nationwide.
In 2011, Beverly was recognized by Intuit for Top Payroll Sales in the South
In 2013, Beverly was recognized by Intuit for Top Payroll sales in the
entire Intuit Premier Reseller channel.
Michelle L. Long, CPA,
Michelle will present
on QuickBooks technical topics and practice growth and development topics
Michelle L. Long is the owner of Long for
Success, LLC specializing in QuickBooks Consulting & Training services as
well as coaching small business owners to start and grow their business.
She is an Advanced Certified QuickBooks ProAdvisor and has a unique
relationship with Intuit as one of the few national trainers, consultant for
product development and author for Intuit Academy. In addition to teaching
thousands of people about QuickBooks, Michelle is the author of the book
Successful QuickBooks Consulting: The Comprehensive
Guide to Starting and Growing a QuickBooks Consulting Business. She was
Technical Editor for Laura Madeira’s book: QuickBooks 2009 Solutions
Guide and is a Certified QuickBooks Enterprise ProAdvisor,
Certified QuickBooks POS ProAdvisor, and Sleeter Group Certified
Michelle was named a Financial Services Champion
of the Year for 2007 by the Small Business Administration in recognition of
her dedication to helping entrepreneurs and small business owners. She is a
Certified FastTrac Facilitator and has facilitated the Kauffman Foundation’s
FastTrac NewVenture program and Listening to Your Business workshop. She has
been instrumental in helping hundreds of entrepreneurs start and grow their
Long for Success, LLC provides
consulting services to clients (including other accounting professionals)
President, ACS, Inc.
will present on QuickBooks topics and Practice Development Topics
is the owner of ACS, Inc., a software sales and consulting firm located in
the greater Dallas, Texas, area. She is one of the original members of the
elite Intuit Trainer/Writer Network and a guest speaker for Intuit, sharing
“What’s New for QuickBooks” each fall. She was also a founding member of the
Intuit Customer Advisory Council and a recent member of the Intuit Premier
Reseller Council. She is Advanced QuickBooks Certified ProAdvisor,
Enterprise and Point of Sale Certified, and is also a Sage Certified
Consultant representing Sage 100 Contractor (formerly Master Builder).
Laura is the author of
QuickBooks In Depth, a 830 + page reference and training guide. She
is also the author of
QuickBooks Solutions Guide,
QuickBooks Essentials: For All QuickBooks Users, a 6+ hours of
self-paced video instruction, and co-author of
QuickBooks on Demand - all offered by QUE Publishing.
For more than 25 years, Laura has worked with
companies of all sizes and from many varied industries. Her focus has been
to help growing businesses become more successful by automating their
internal accounting processes and improving their overall business financial
Additionally, Laura is a guest speaker for
Intuit, providing training to thousands of consultants and accountants
nationwide at numerous events. She is also a respected author for Intuit,
writing technical training materials and presentations in addition to
documenting and reviewing competing software.
Laura earned her accounting degree from
Florida Atlantic University. She enjoys photography, art, and camping with
her family. When Laura is not writing, she enjoys reading a good book or
two! More information can be found by visiting her website:
Christine L Manor
Christine L Manor, CPA, MBA
Christine will present on QuickBooks for Not-for-Profit Organizations
Christine is a sole practitioner in the Washington DC area who has been
consulting on not-for-profit accounting for over 25 years. She has been
using QuickBooks since the DOS days and is the author of QuickBooks for
Not-for-Profit Organizations, 3rd edition, published by The Sleeter Group.
As an active member of the Greater Washington Society of CPAs’
Not-for-Profit Accounting Committee, she has learned the many rules and
regulations of not-for-profit accounting directly from the government
regulators and the best of nationally recognized experts and authors in the
field. She has presented seminars locally for the GWSCPA and the Center for
Nonprofit Advancement, as well as for the California Association of
Nonprofits, CompassPoint Nonprofit Services in San Francisco, The Sleeter
Group, and the Lexington KY chapter of The National Advisor Network.
Systems Analysis Services, Inc.
Victor will lead the Business Plan
J. Victor Nahigian is the founder and CEO of Systems
Analysis Services Inc., based in Newton, Mass. Since 1977, the company has
provided desktop, server, infrastructure, security, security, web design and
general computer services to businesses from $5million to $1billion. Our
firm currently employs over a dozen employees.
Nahigian’s background in computers started at a young
age and by high school, he had already written several books and won
national and regional programming contests. He started his own business in
1974 at the age of 16, and, without an accounting degree he wrote the
software program General Business Systems (GBS), with virtually the same
function as QuickBooks accounting software. With focus on sales and support,
GBS has made Systems Analysis a leading reseller for Wang Laboratories, IBM,
and Hewlett Packard. GBS is still used by many Fortune 500 companies in New
England, including the Boston Red Sox Souvenir Stores. Our company has
excelled on customized add-ons for accounting products such as SBT
Accounting, Sage MAS Systems, Peachtree, Great Plains, and many other
customized (home grown) systems.
Through 1980’s, Nahigian was a leading instructor (at
night) for Northeastern University and pioneered the Continuing Education
Classes in Computer Sciences. Nahigian also was the one of the first
coaches in a program started by Babson College (over 15 years ago) called
“Coaching for Leadership and teamwork”. Nahigian is active with Babson
College in evaluating and grading business plans for Babson College graduate
A resident of Weston, Mass., Nahigian dual majored in
Business Management, Technology and Society with a minor in Accounting while
getting a Bachelor of Science in Business at Babson College where Nahigian
learned the importance of delegating and satisfying clients and employees.
Babson College is ranked #1 for Entrepreneurship
by US News. Nahigian and his company was a pioneer in providing computer
systems to first time computer users throughout the 1980’s. Nahigian holds
a degree as a “Lecturer” from North Eastern University in 1982. Nahigian
additionally holds several certifications from Microsoft, IBM, Novell, SCO,
and advanced certifications from Intuit. In 2006 Nahigian was invited to
the Intuit advisory board and in 2008 was an Intuit Sales Achievement Award
Mario Nowogrodzki, CPA.CITP
Principal, Mendelson Consulting
Mario will present on QuickBooks
topics and Excel (with QQube)
Mario Nowogrodzki is an information systems consultant
and instructor. He is the founder and principal of Mendelson Consulting
(established in 1992), specializing in QuickBooks and information technology
consulting services. The firm focuses on providing a solution-based
approach, customized to each client's individual and specific needs. The
combination of Mario’s accounting and technology background with the expert
knowledge of QuickBooks financial software gives clients an unparalleled
Mario holds Master of Accounting Information Systems and
Bachelor of Accounting degrees. He is a Certified Public Accountant since
1992 and has received the Certified Information Technology Professional
(CITP) designation from the
American Institute of CPAs. Mario is an Advanced Certified QuickBooks
ProAdvisor, Certified QuickBooks Enterprise ProAdvisor, Certified QuickBooks
POS ProAdvisor, and member of the Intuit Trainer/Writer Network. A
leading figure on the national QuickBooks scene, Mario was selected to be a
charter member of the QuickBooks Enterprise Solution Provider and the
QuickBooks POS Retail Solution Provider Programs; he currently serves
on the Intuit Premier Reseller Program Advisory Council.
A frequent author and instructor of QuickBooks and
technology topics for accountants and continuing education programs, Mario
is a contributing author and speaker for Intuit and The Sleeter Group on
QuickBooks and technology. He was recently recognized as a ‘2008 Killer
VAR’, a prestigious distinction awarded by "Accounting Technology" magazine
acknowledging commitment and character as a value-added-reselling
organization. His firm was recently selected as a ‘2008 Technology
Pacesetter’ by "Accounting Technology" magazine recognizing its reputation
among peers and participation on advisory boards and speaker panels at
In addition to
working with QuickBooks users and ProAdvisors, Mario provides information
technology consulting services to accounting firms and other
businesses—helping them to serve clients better and manage their practice
Carol Oliver, CPA
Manager - System Development
Carol will present advanced training on
Carol Oliver, a CPA with over 25 years of
professional experience in accounting and accounting software, has worked as
a consultant or controller in many different industries and has been a
certified trainer for Sage accounting software, Crystal Reports Designer, F9
Financial Report Writer, and Microsoft FRx Financial Report Writer.
Carol holds a B.S. in Accounting from Rollins
College in Winter Park, FL and certificates in Human Resources Practice and
Strategic Human Resources Practice from Cornell University.
Carol began her career in the tax department
at the Coca-Cola Company. In 1995, as the Controller of a small, accounting
software development company, she became involved in her first software
development project, a general ledger for the not-for-profit sector. She
has worked as a Senior Consultant with the
largest independent certified public accounting and business advisory firm
in Georgia. Carol spent twelve years as a Senior Consultant/Senior
Instructor with one of the largest national Sage consulting firms where she
was also responsible for quality assurance testing in software development
projects and wrote technical documentation and training manuals.
Carol has been the Controller and Human Resources Director at several small
to medium companies in the Atlanta area, all of which used QuickBooks as
their financial software.
Since joining WCG in August of 2011, Carol has
assisted QuickBooks clients with evaluation and documentation of current
accounting systems, integration of QuickBooks with Method, financial
statement analysis and implementation of accounting “best practices” for
A certified Method developer, Carol now
focuses primarily on developing Method applications that are customized to
meet the CRM and operations requirements of QuickBooks clients as well as
training clients to use Method.
Gail Perry, CPA
Managing Editor, AccountingWEB
Gail will present
practice development topics
Gail is a
financial journalist, author, speaker, and instructor. She is the managing
editor at AccountingWEB, the online daily newsmagazine for members of the
tax and accounting community, with a subscriber base of 56,000 and an
estimated readership of over 100,000 unique readers per month. Ms. Perry is
a former senior tax accountant with Deloitte, and she continues to maintain
a tax and financial consulting practice. She is the author of 28 books on
various aspects of personal finance, taxation, and financial software,
including Surviving Financial Downsizing: A Practical Guide to Living Well
on Less Income. Ms. Perry has also written hundreds of articles for
newspapers, magazines, and financial Web sites, she was a contributing
editor for Accounting Today magazine for five years, and she was a weekly
tax columnist for five years for the Indianapolis Star and Indianapolis News
daily newspapers. Ms. Perry spent 10 years as a classroom instructor for the
Indiana CPA Society, is a former college accounting instructor, and has led
many live Webcasts covering various financial issues. She has also been a
guest on various local and national television and radio programs. Ms. Perry
currently teaches a college-level personal finance course, and she speaks at
CPA society and other professional accounting conferences and events on
various aspects of Web marketing and social media.
MB Raimondi, CPA,CITP
MB will present
Certification Exam Preparation Training
MB Raimondi is a CPA, CITP with a Masters in Taxation and has
been in practice for over 25 years. She has used QuickBooks since the DOS
version and set up all her small businesses using QuickBooks. She is an
active user of QuickBooks Remote Access, QuickBooks Merchant Services and
ProSeries tax software.
MB is an Advanced QuickBooks Certified ProAdvisor as well as being certified
in QuickBooks Enterprise Solutions. She is a charter member of the Intuit
Training/Writing Network, member of the Sleeter Group and has been teaching
QuickBooks seminars nationally since 1999. MB’s focus is mainly on
QuickBooks consulting, 3rd party integration and training.
Owner, Freed Up Dataoptics
Fran will provide training
on Advanced Excel with QuickBooks Data
As Owner of FreedUP Dataoptics, Fran is a QuickBooks Pro Advisor and has
over 35 years of professional experience in accounting, financial analysis
and reporting. Her creativity and innovation has put her in the forefront of
numerous software conversions and business process redesigns.
Fran helps her clients with focused business intelligence reporting tools,
customizable remote data entry solutions and other time saving applications.
I am passionate about providing the tools that allow business to see new
possibilities for enlarging their sphere of influence, to thrive and impact
the world in positive ways.
Founder, The QuickSource Inc.
Shelly will present on QuickBooks for Mac
Shelly Robbins is the founder of The QuickSource, a community of QuickBooks
professionals who meet up to support each other as they grow their
QuickBooks consulting businesses. She founded The QuickSource in 1999, and
for 10 years she led a team of QuickBooks professionals supporting small
businesses across the Pacific Northwest region with QuickBooks bookkeeping,
troubleshooting, and training.
Now Shelly is one of the few national speakers for Intuit's Trainer Writer
Network, teaching accounting professionals how to troubleshoot QuickBooks,
especially QuickBooks for Mac. She has written and conducted dozens of
QuickBooks seminars including: QuickBooks Fundamentals; QuickBooks
Bookkeeper Training and Certification; QuickBooks for Small Business Owners;
QuickBooks for Contractors, and QuickBooks for the Mac (Basic and Advanced).
Consultant, Alembic Computer
Donovan will present
on Crystal Reports using QuickBooks Data and QQube by Clearify
Donovan is a consultant at
Alembic Computer Services, Inc., a business consulting firm specializing in
Exact Macola and the QuickBooks line of products, as well as a wide range of
third-party products. He joined the Alembic team in 2008 after serving in
the U.S. Air force for over 12 year as a computer information technician.
In the Air Force he worked as an information security specialist, computer
help desk and support technician, system administrator, website
administrator, and gained experience in programming and application
development as well as database development and maintenance.
At Alembic Donovan works with
installation and support for QuickBooks and several third-party applications
such as ACCTivate! and Fishbowl Inventory. One of his specialties is custom
report development for QuickBooks (via QQube, Custom Advanced Reporting in
QuickBooks Enterprise and QODBC); in addition to any other data source
customers may need reporting on. Donovan works with clients on a daily
basis to develop and maintain their custom reporting needs and applications
to allow them to take full advantage of their software and data. When a
project requires more than a custom report he works with the customer and
programming team at Alembic to develop a custom solution designed to meet
the client’s specific needs.
Donovan has his Bachelor’s
degree in Business Administration as well as two separate Associate’s
degrees in Computer Information Systems with one specializing in Software
Engineering. He is a QuickBooks Certified Pro-Advisor and is also certified
in both ACCTivate! and Fishbowl Inventory.
President, Savage and Associates
Jim will provide training on QuickBooks-integrated EDI and e-Commerce
Savage has been a QuickBooks Pro Advisor since 1999. He is also part of the
Intuit Premier Reseller program, which specializes in marketing to the
mid-market channel. In addition, he is an Advanced Certified Pro Advisor and
his company, Savage and Associates, is certified in QuickBooks Enterprise
and QuickBase in the ISP channel. Prior to becoming a Pro Advisor, Jim was
an IT director for a major health insurance carrier and has been involved in
large scale IT projects throughout his career. He now specializes in EDI and
E Commerce clients and integration with QuickBooks and is the software
architect of EDIAnyWare, a software package which bridges EDI transactions
from SPS Commerce with Fishbowl Inventory.
Software Developers, Service Providers and Industry Thought Leaders
QuickBooks Product Specialist for Intuit’s Accounting Professionals Division
Woody will present on QuickBooks Online and will co-host a general session
featuring Radio Free QuickBooks
Woody Adams, QuickBooks Product Specialist for Intuit and co-Host of Radio
Free QuickBooks. He has been with Intuit for 8 years, 3.5 of that in
ProAdvisor tech support. Since 2008, Woody has spent his time supporting
various teams with:
1. QuickBooks Consulting, which product is best for a given scenario.
2. Product testing
4. Presentations on QuickBooks best practices for accountants
5. Champion of QuickBooks Online
6. ProAdvisor, QuickBooks Accountant and QuickBooks Online evangelist at
His goal is to one day live inside of QuickBooks Online.
Channel Sales Manager, Intuit Field Service
Mike will present in-depth, hands on training on Intuit Field Service
Michael Simons is the Channel Sales Manager for Intuit Field Service, powered by Corrigo. He lives in Tucson and works from the
Intuit call center, where he helps the Accountant Professionals, Intuit
Premier Resellers, and Direct Sales teams to sell “IFS”. Mike has over 20
years’ experience in sales and training of software and internet
applications for small and mid-sized businesses. Mike actively shares
updates via LinkedIn.
Manager for QuickBooks Accountant
Jacint will Host an Open Focus Group Meeting
and will Present on QuickBooks Statement Writer
As product manager for QuickBooks Accountant, Jacint Tumacder is responsible
for driving product changes that help accountants and bookkeepers increase
their productivity. Jacint joined Intuit in 1992 and has been helping
QuickBooks customers since day 1. He started as a tech support rep on the
initial team that supported the very first version of QuickBooks. He then
moved to the QuickBooks product development team and leveraged what he
learned helping over 13,000 customers with their QuickBooks support
questions to drive numerous product fixes and enhancements. Today, Jacint
continues to learn from customers by visiting local accountants,
participating in internal advisory councils, and by attending accounting
trade shows so he can keep advocating for solutions that matter most to
Senior Technologist – SmartVault
John will present in-depth technical training on SmartVault
SmartVault's Senior Technologist, John Abbott, has spent the last 20 years
helping businesses solve big problems by wrangling code, in ninja-warrior
fashion, to unlock the power the of Internet technologies. He's versed in
several programming languages, environments, and APIs, and thrives on the
challenge of solving problems through technology.
He has a B.S. in Zoology from the Oklahoma State, (though the only animals
he hangs around with these days are code monkeys) and previously solved
problems for CreativeLabs, BindView Corporation, Insite Objects, and cPanel.
Today, when he's not kicking butt and pioneering cool new features at
SmartVault, he enjoys riding motorcycles and hanging out with his 14 month
Robert J. Chandler
President/CEO, Cloud9 Real Time
Robert will provide
practice development training
Robert J. Chandler is an acknowledged industry visionary, published author
and leader in Cloud technology. He was honored with the award of "Top 40
Under 40" by the CPA Practice Advisor magazine in 2007, 2008, and 2010.
Founder and acting President/CEO of Cloud9 Real Time, Robert has hands-on
experience with Cloud technology and hundreds of software applications as
well as a former Accountant himself.
Robert is a leading national advocate of modern accounting methods that
include universal Internet service with remote access to client files,
outsourcing of bookkeeping work, automated accounting systems and
techniques, professional certification for all bookkeeping practitioners,
and Cloud computing advancements for an aging industry. He is a sought-after
speaker for Accounting and Technology conferences nationwide, and is
actively involved in moving the accounting industry forward with
advancements in technology.
Benjamin will present on ScanWriter
Mr. Chou has more than 20 years of experience
in the information technology industry and has held different technology and
management positions in established and start up companies. He has served as
a systems developer, engineering manager, director, V.P. and CEO of both
hardware and software companies such as Hewlett Packard, Convergent
Technologies, WYSE Technology, NuTek Computers, and Kingston Technology.
Mr. Chou is the President of Personable Inc., the company credited with
QuickBooks Gold certificated product SourceLink, Workflow DMS, and the newly
released ScanWriter 2012.
Mr. Chou has been invited as a speaker and
panelist to present document management solutions in CalCPA technology
seminars, NAEA and trade shows. Mr. Chou has MS from Sloan School of
Management, Massachusetts Institute of Technology.
Danny Do Couto
Director – Method Solution Providers, Method Integration
Danny will provide in-depth training on MethodCRM
Danny Do Couto is the Director for Method Solution Providers channel. He has
been a part of the Alocet Incorporated family since 2003 where he helped in
the maturity of Alocet’s founding brands, QXpress Scheduling Software and LM
Software. In 2006, he switched his focus to building the team,
organizational structure, and business network for Alocet’s new Method
Integration division. Danny brings with him a strong background in
management and technology, having completed his education at Seneca College
in Computer Engineering and Network Security. His passion is helping
accountants, consultants and product developers with implementing Method
into their businesses, and is quickly rising on the “who’s who” in the small
business accounting software community. He frequently travels throughout the
United States and Canada spreading the word about Method and is a regular
contributor to the Method Integration blog. Danny lives in his hometown of
Toronto, Ontario – Canada.
Consulting Channel Manager, ACCTivate!
Jeff will provide practice development training
Jeff Edmonds is the Consulting Channel Manager for the ACCTivate! Consulting
Partner (ACP) Program at Alterity, Inc, the creators of ACCTivate! Inventory
& Distribution Management Software. He has helped build the ACP Program from
the ground up, establishing a strong structure for the channel, managing the
channel and recruiting members.
Jeff has experience working on both sides of a channel partner program. He
previously worked at Intuit for almost a decade, primarily as an Intuit
Account Manager, including several years of working with partner accounts in
the Intuit Solutions Provider Program. He also spent the last few years
working for one of those partners in a business development role.
Chris will present in-depth technical training on SpringAhead and Tallie
Chris serves as Chief Executive Officer of SpringAhead. Prior to joining
SpringAhead, Chris spent his career in accounting and his background
includes: Chief Financial Officer of Occam Networks, Corporate Controller of
C-Cube Microsystems and various positions at Arthur Andersen LLC. Chris
received his MBA from UCLA’s Anderson School of Management and earned his
CPA license in California.
Founder, Ghost Partner
Howard will present practice development training
Howard Flint started Ghost Partner in 2007 to capitalize on companies
needing content to grow their businesses. Ghost specializes in content for
Email, Social and Brand marketing for companies larger and small. Ghost has
produced The QBC newsletter for Certified QuickBooks ProAdvisors since 2007.
In November of 2012 Ghost achieved the level of PLATINUM Solution Provider
with Constant Contact. One of only 25 companies with such a distinction
Chairman - Co Founder: Kabbage, Inc.
Marc will present practice development training
Marc is the co-founder of Kabbage and a serial entrepreneur who has founded,
built and sold multiple technology companies. In 1996, Marc was a co-founder
and an original board member of Pretty Good Privacy ("PGP"), a company
formed to commercialize one of the most prevalent security standards used on
the Internet, and recently popularized in the book The Girl with the Dragon
Marc assisted with the initial formation of PGP and oversaw the financing,
growth and eventual sale of the company (to Network Associates (Nasdaq: INTC),
a public company worth over $1 billion) in December of 1997. After PGP, Marc
co-founded VerticalOne Corporation, a content personalization service that
was sold to S1 Corporation (Nasdaq: ACIW) for $166 million.
Marc was Executive Vice President of VerticalOne and worked in multiple
areas of the company including financing, business development, sales, M&A
and security issues. Marc also co-founded Lanta Technology Group, an
Atlanta-based company that specialized in the executive staffing.
Marc is an active speaker on raising venture funding and has spoken at the
Technology Association of Georgia, Internet Summit, Southeastern Venture
Conference, and Finovate among other conferences. He graduated Magna Cum
Laude from the Henry W. Grady College of Journalism and Mass Communication
at the University of Georgia and remains an avid bulldog fan.
CTO, Now Commerce LLC
John will present practice development training
John Hammon has over 20 years of experience working with transactional
systems, software development and data integration. He is responsible for
Now Commerce's software development, data centers, and maintenance of
internal and hosted systems. Before founding the Company, John was a
director of content systems for Commerce One, Inc. He managed the design,
development and deployment of intranet and Internet systems for the largest
catalog data processing operation in business-to-business e-commerce.
Prior to Commerce One, John was a product manager at Trade Service
Corporation, where he managed market analysis, market testing, and launch of
Internet-based e-commerce technology. He has a Bachelor's degree in
electrical engineering from the University of Southern California and has
post-graduate training in entrepreneurial development, business
administration, computer programming, and project management.
Founder, Method Integration
Paul will provide advanced product training for Method Solution Providers
Paul Jackson is passionate about small businesses and the gears that make
them turn. As the founder of Method Integration, the combination of his
background in finance and his software development experience provide a
unique ability to see unconventional solutions to everyday challenges. Prior
to starting Method in 2006, Paul founded QXpress Scheduling Software in 2001
which was then sold to MDS in 2010. In additional to Method Integration,
Paul runs Alocet Investments which provides seed capital to a portfolio of
Toronto area tech start-ups.
President, Supporting Strategies
Leslie will present
practice development training
Leslie has been providing operational support to small businesses since
1997, including development and implementation of support infrastructure for
several start-up organizations. Her background includes accounting,
financial reporting, payroll, benefits administration and office management.
An entrepreneur herself, Leslie has an in-depth understanding of the unique
challenges faced by small businesses and start-ups. She holds an MBA from
Boston University and a BA in English from the University of Massachusetts,
Support Manager, XpandedReports
Laura will present in-depth training on Xpanded Reports
Laura has been a part of the XpandedReports team for over two years as the
Support Manager. She is responsible for helping customers create custom
reports they otherwise couldn’t create in QuickBooks and/or SpringAhead
alone. Prior to working for XpandedReports she was an Office Manager for 8
years at a branch of Republic Services.
Laura is married with 2 children and resides near Charleston, SC.
National Director of Seminar Development, QBExpress
Bruce will provide practice development training
Bruce Knudsen, a nationally recognized business coach and accounting system
designer, is the current National Director of Seminar Development for
QBExpress. Bruce uses his grasp of QuickBooks and vast business experience
to oversee the development of compelling training products that QBExpress
affiliates use nationwide to market their business. Bruce is a CPA and also
owns and operates a business consulting and outsourced bookkeeping firm
providing services to business owners and non-profits from New York to
California with a primary focus on the Rocky Mountain region. Bruce built
his accounting business via a well-designed marketing program with
QuickBooks seminars as the centerpiece after leaving private industry ten
years ago. He now employs 15 accountants and staff.
Bruce will use his experience with QuickBooks Seminars to guide you through
the process of adding this important tool to your marketing program. He will
relay firsthand accounts of the power of using your knowledge of QuickBooks
to create new business leads that will buy from you.
Director of Business Development, Tech
Kevin will provide practice development
Kevin has over thirty years of experience in
the retail, banking, human resources and electronic payment fields. His
current role as Director of Business Development for Tech Atlantis is to
lead the effort to introduce Tech Atlantis’ products to companies with the
need to E-file large volumes of tax forms, specifically Forms 1099 and 2290.
In prior roles, Kevin has been heavily
involved with Human Resources Information Systems, including system
implementations and conversions. While with predecessor companies to Bank of
America, he spent over ten years in the human resources field before moving
into emerging payment technology with a number of companies, including
In addition to HR roles, Kevin also managed
sales efforts for companies offering contactless payment solutions to the
mass transit market, both domestically and internationally. He was actively
involved in the implementation of automated fare collection systems in New
York, Chicago, Washington, D.C., Houston, Minneapolis, Atlanta and Los
Kevin is married and resides with his wife
Rachel in Winslow, Arkansas. He is a graduate of Virginia Tech and is an
avid sports fan and blogger.
CEO, Legrand Software Inc.
Alain will present a pre-conference session entitled "CRM 101"
Alain Legrand is the founder of Legrand CRM Software, established in 2002,
with offices in Sydney, Australia, and Irvine, CA.
Alain founded Legrand CRM Software leveraging the experience gained from
managing businesses in the electronics and accounting software sectors.
Troughout his career a common issue he has seen in businesses, small and
large, is the challenge to build the internal systems that enable the
business to grow and prosper.
Alain is passionate about CRM. He loves designing workflows and processes
that mould a CRM system into a competitive advantage for the business. Alain
has a Masters in Electronic Engineering from Katholieke Universiteit Leuven,
Belgium, and a MBA from Macquarie University, Sydney.
Sr. Director Business Development, SMB Group
Bob will present on Cloud
Technologies and Practice Development Topics
Bob has 20 years of experience delivering
accounting and related business services to small and medium businesses. He
is responsible for developing strategic partnerships and advisor programs
Prior to Concur, Bob has had various marketing and business development
roles with Microsoft, Intuit and ADP. He is a former CPA and has an
accounting degree from Santa Clara University. Bob is married with 2
children and resides in Redmond, WA.
Co-founder and CEO for CellarStone, Inc.
Gopi will present practice development training
CellarStone offers QCommission; a flexible and powerful sales commission
software that can meet the needs of customers of all sizes. For simpler
commission needs, CellarStone offers Easy-Commission, an easy to use hosted
sales commission solution. Through CellarStone’s QXchange solution,
QCommission and Easy-Commission integrate with many available accounting and
CRM systems, including QuickBooks and QuickBooks Online.
Prior to CellarStone, Mattel began developing software to manage variable
compensation after working at The GAP, where he was tasked with implementing
such a system in-house. He founded Again Technologies, Inc./Motiva in 1995,
based on his research into the marketplace for this application solution.
Again Technologies, Inc. was a pioneering vendor in this business space.
Mattel has more than 20 years of experience in systems and project
management, especially as it relates to Incentive Compensation. Mattel
boasts a wealth of systems design and project experience. Mattel has
conceptualized, designed and built software systems to accommodate the
Incentive Compensation needs of various industries. He has in addition,
marketed and implemented Incentive Compensation systems for corporations in
many different industry segments. Mattel has implemented Incentive
Compensation systems for companies such as Allied Signal Aerospace, Clorox,
Southern California Edison, Wilsons, the Leather Expert, among others.
Mattel has held IT and Business management positions at Citibank, The GAP,
HBO & Company, Systime Computer Systems. Mattel holds a Bachelor of Science
degree in Statistics and Geography from the University of Madras, Madras,
Chief Operating Officer, BigTimeSoftware
Jake will provide practice
growth and development training
Prior to joining BigTime Software, Jake was a Senior Vice President at Aon
Financial Services and Senior Vice President and Director of Online
Communications, Inc. (OLC) and part of the management team when OLC was sold
to Thomson Reuters. He has extensive prior experience in delivery of
professional services within several industries (including investor
relations, research and communications). He joined BigTime in 2002. He holds
a B.A. in Business Administration and Finance from Muhlenberg College,
Senior Sales Engineer, Uni-Data & Communications
Keith will present
practice development training
Keith Miscione is the Senior Sales Engineer supporting Hosting Services at
Uni-Data & Communications. He has over 30 years experience in Software
Development, Sales and Integration including 10 years at Intuit as the lead
Sales Engineer supporting the Indirect Sales group. Keith lives and works in
the New York City area and is currently working on obtaining his PhD in
Vice President, Business Partner Solutions, Dydacomp
Mike will provide practice development training
Michael Nardini is Vice President, Business Partner Solutions, responsible
for supporting, training and certifying third-party referral partners. Mike
started with Dydacomp in 2001 and for seven years has assisted clients with
setting up Gateway and Merchant accounts.
With his guidance as the VP, Mike has put in place numerous changes
including tiered support, Ticket tracking software, and project management
software to track custom requests and new system installations. Prior to
Dydacomp, Mike had five years of experience in finance/technical support
roles at the Bank of New York and Dendrite (Cegedim).
of Marketing, Cellarstone, Inc.
Steve will Present on
Business Intelligence Topics
Steve Peterson has been a senior financial officer for public companies and
internet start-ups. Through Mr. Peterson's guidance, two start-up companies,
Whole Earth Networks and Trymedia, were successfully sold to public
Most recently, Mr. Peterson co-founded webKPI, the leading provider of
business intelligence Key Performance Indicator (KPI) dashboard reporting,
that is delivered as a cloud-based Software as a Service (SaaS) solution.
Prior to webKPI, Mr. Peterson founded SentryTrack Systems LLC, a provider of
remote monitoring solutions for the municipal utility industry.
Peterson began his career with the CPA firm Main Hurdman (KPMG) in New York,
where his clients included Cablevision and Pfizer. He then worked eleven
years in various senior financial management positions for Capital
Cities/ABC (now owned by Disney), and was CFO of book publisher
HarperCollins of San Francisco. Steve then worked for numerous start-ups in
helping raise funding or preparing organizations for growth. Steve earned a
BS in Accounting from Villanova University, a MBA in Management from Golden
Gate University and is a CPA.
Peterson started a QuickBooks Pro and Business Coach Meet-up group in May
2008 that is now the nation's largest QuickBooks related member Meetup.
and Founder – SmartVault
Eric will present practice development training
Eric founded SmartVault Corporation in November of 2007, and currently
serves as the company’s Chief Executive Officer. As founder, Eric has made
it his mission to deliver a simple, low-cost document management solution
that uses cloud-based technology (low cost) but is centered around
integration with applications customers already use, such as QuickBooks®
(simple). He contributed heavily to the initial formation and conception of
SmartVault, and continues to play a vital role in the overall product
design, roadmap, and go-to-market strategy.
Prior to SmartVault, Eric founded and served as CEO and Chairman of BindView
Corporation, a leading supplier of security management software solutions.
Under his management, the company successfully evolved from a privately
funded software development group through a successful IPO, and the ultimate
sale of the company to Symantec Corporation in 2006. Eric is also an active
member of the executive boards for the Holocaust Museum Houston, Teach for
America, and the Houston Technology Center. He provides philanthropic
support to arts, health care, and educational organizations.
Matt will present practice
a seasoned entrepreneur and aggressive-growth business leader, TSheets is
Matt's sixth, successful start-up venture. He is passionate about helping
others achieve individual and corporate success and often travels nationally
to speak at industry and Internet conferences on leadership,
entrepreneurship and sales. He is a native of Colorado, and when he's not
working, he enjoys spending time with his wife, his three children and his
Weimaraner — bird hunting, bow hunting, fishing, and enjoying the beautiful
mountains in Idaho.
President, Results CRM
Sam will on Present Practice Development Topics
(Naseem) Saab is passionate about helping businesses succeed! With over 25
years of experience in the computer consulting and software development
industries, Sam is a recognized pioneer in the Customer Relationship
Management (CRM) industry as well as a thought leader in the Business
Information Management technologies. In 1986, Sam developed and launched
Results CRM - an award-winning integrated business solution that helps
businesses centralize their data, streamline their operations and improve
their business relationships.
An Electro-Mechanical Engineer by education, Sam draws on his personal
experience in running, managing and growing his own consulting and software
companies to analyze the needs and design applicable solutions for clients.
Sam is a national speaker and published author on CRM and Business
Information Management topics like: Business Growth Strategies, Effective
Business Development & Sales Force Automation, Leveraging Virtual Offices,
Streamlining Business Processes & Workflow and Gaining a Competitive
Val will provide in-depth training on MethodCRM
A proud member of the Method team, Valbon (aka Val) has been very active in
learning the particulars of Method. He has been involved with a number of
contributions during his time including assistance in managing the Method
Solution Provider (MSP) program, app building, consulting & customization,
preparing Method documentation, webinars and more. As a young and aspiring
individual with an education in Information Technology Management
complementing his tech-savvy personality, Valbon is eager to provide you
with the insight you need to meet your business goals and challenges. Valbon
joined the Method Integration team in 2008.
Product Marketing Manager, Citrix ShareFile
Grady will provide practice development training
“Grady Slane was born and raised in Orlando, FL but has lived in Raleigh
since joining the ShareFile team in 2010. He serves as a product marketing
manager and is responsible for understanding the market and influencing the
strategic direction of sales and marketing activity at ShareFile. Grady is a
graduate of Duke University where he studied political science and markets &
management studies. He has a passion for entrepreneurship and joined the
ShareFile team as one of the first 30 employees.”
National Sales Director, BigTime Software, Inc.
Mark will present practice development training
Mark leads the national sales activities for both the direct sales team and
the channel partners. He brings to BigTime 20 years of software sales
experience from startup to major software companies such as Oracle, ADP, and
i2 Technologies. Prior to joining
BigTime, Mark was Director of Enterprise Sales for tax consulting services
at Incentives Advisors and a Regional Sales Manager at ADP’s newly started
Pre-Employment Services division. He brings extensive experience selling B2B
successful channel partners and building high performance sales teams. He
holds a B.S. in Accounting from Stockton State College in Pomona, N.J.
Steve will present
practice development training
Steve comes to Supporting Strategies with over 25 years of management
experience in operations and sales working in both start-ups and
multinational corporations including Digital Equipment Corporation and IBM.
Steve was the co-founder and President of Kerotec, a midsize computer
peripheral distributor serving the Western European market, as well as the
of Splash Auto Washes. Steve led both organizations to successful
acquisition. Steve has been a professor of International Operations and Six
Sigma Quality Control at both WPI and New England College. He holds an MBA
from the University of Massachusetts in Lowell and a B.S. in Engineering
from the University of Lowell.
Ron W. Sella
President, York Group BI
Ron will provide practice development training
Sella has over 30 years global experience as a founder, partner, president,
Chief Information Officer, Director of Financial Systems, Director of
Business Development, Controller and consultant, designing, developing,
implementing and selling BI, financial, productivity and thru-put solutions
for enhanced management decision making and control. Ron holds a US software
patent for a PC graphics user interface, and his successes include
management of a startup that quickly grew to $10 million in sales, and
increasing the sales of an existing software firm by 1000%. Ron received a
BAS from Marist College and an MBA in International Business from Eastern
Strategic Account Manager, HighJump Software
Greg will present practice
Greg Swallow has more than twenty five years of experience in the supply
chain industry in a variety of roles ranging from technical to sales to
management. For close to half his career, he has been directly involved with
Electronic Data Interchange (EDI), spending the last 5 years at TrueCommerce
EDI Solutions Group of HighJump Software as key figure with the Channel
Neil will provide practice
Neil has over 25 years of technical engineering experience and has been an
entrepreneur in building and managing businesses for over 20 years. He has a
strong business leadership background and broad technical skills cultured
through firms he has founded and through senior management positions held at
Nortel Networks, Lotus Development and IBM. Neil holds a B.Sc. in Electrical
Engineering from Queen's University at Kingston, Ontario, Canada.
Christian will provide practice development training
Prior to joining PlanGuru, Christian was the Worldwide Plan Analyst for the
Global Technologies Group at IBM. Preceding that he had a similar role with
IBM North American Operations. Since joining PlanGuru, he has helped
hundreds of businesses, non-profits and financial professionals build more
accurate forecasts in less time.