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 www.quickbooksmadeeasy.com.

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.

Dawn W. Brolin, CPA, MSA

Powerful Accounting, LLC
 

Dawn will present Intuit's Advanced Certification Exam Preparation Curriculum
 

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 support services.

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 technology solutions.

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 Hustle Tour.

Leslie Capachietti

Principal, Automated Financial Solutions

Leslie will Present on Transaction Pro Importer

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 users.

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 formal

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.

William English
Owner, English Management Solutions, Inc.

William will present sessions on QuickBooks Point of Sale

William English 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.

Robin Hall
President, VARC Solutions

Robin will present on QuickBooks Topics

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 Network members.
.
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 Year.

Stacy Kildal
Owner, Kildal Services LLC

Stacy will present on QuickBooks Online Topics

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 party add-ons.

Gale Kirsopp
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.
 

Beverly Lang
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 Region

In 2013, Beverly was recognized by Intuit for Top Payroll sales in the entire Intuit Premier Reseller channel.

Michelle L. Long, CPA, MBA
Long for Success, LLC

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 Consultant. 

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 business.

Long for Success, LLC provides consulting services to clients (including other accounting professionals) nationwide.

Laura Madeira
President, ACS, Inc.

Laura will present on QuickBooks topics and Practice Development Topics

Laura Madeira 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 reporting.

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: www.quick-training.com

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.

Victor Nahigian
Owner, Systems Analysis Services, Inc.

Victor will lead the Business Plan Workshop

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 program

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 Winner.

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 edge.

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 industry events.

Carol Oliver, CPA

Manager - System Development

Carol will present advanced training on Method

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 their organizations.

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
MB Raimondi, CPA,CITP

MB will present QuickBooks ProAdvisor 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.

Fran Reed

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.

Shelly Robbins

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).

Donovan Sachs

Consultant, Alembic Computer Services

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.

Jim Savage

President, Savage and Associates

Jim will provide training on QuickBooks-integrated EDI and e-Commerce

Jim 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.

Session Presenters: Software Developers, Service Providers and Industry Thought Leaders

Woody Adams

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
3. Training
4. Presentations on QuickBooks best practices for accountants
5. Champion of QuickBooks Online
6. ProAdvisor, QuickBooks Accountant and QuickBooks Online evangelist at trade shows

His goal is to one day live inside of QuickBooks Online.

Michael Simons

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.

John Abbott

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 old daughter.

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 Chou
President, Personable, Inc.

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.

Jeff Edmonds

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 Farrell

CEO, SpringAhead

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.

Howard Flint

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 worldwide.

Marc Gorlin
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 Tattoo.

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.

John Hammon
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.

Paul Jackson
Founder, Method Integration

Paul will provide advanced product training for Method Solution Providers on MethodCRM

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.

Leslie Jorgensen

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, Amherst.

Laura Joyner
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.

Bruce Knudsen

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.

Kevin Krest

Director of Business Development, Tech Atlantis

Kevin will provide practice development training

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 Motorola.

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 Angeles.

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.

Alain Legrand
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.

Bob Lewis

Sr. Director Business Development, SMB Group at Concur

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 for Concur.

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.

Gopi Mattel

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, India.

Jake Matyas

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, Allentown, Pa.

Keith Miscione

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 Computer Science.

Mike Nardini
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).

Steve Peterson

VP 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 companies.
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.

Eric Pulaski

CEO 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 Rissell

Founder, TSheets

Matt will present practice development training

As 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.

Sam (Naseem) Saab

President, Results CRM

Sam will on Present Practice Development Topics

Sam (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 Advantage.

Valbon Shabani
Consultant Representative
 

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.

Grady Slane

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.”

Mark Sandor
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 solutions, establishing
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 Schultz

Supporting Strategies

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 cofounder
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

Ron 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 Michigan University.

Greg Swallow

Strategic Account Manager, HighJump Software

Greg will present practice development training

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 Partner organization.

Neil Wainwright

CEO, Nexonia

Neil will provide practice development training

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 Wielage

CEO, PlanGuru

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.