2025
Bridging the Gap
Speakers

Keynote Speakers

Amy Vetter

Keynote Speaker | Workplace Transformation Consultant for The B3 Method® Institute

John Sensiba

Managing Partner at Sensiba LLP

Denise Thomas

Communications Coach at The Effective Communication Coach, LLC

Robb Zbierski

Professional Speaker, Coach, & Best-Selling Author

Randy Crabtree

CPA, Host of The Unique CPA, & Co Founder of Tri-Merit

Session Speakers

Rafael Casas

Senior Consultant at Workday

Justin Farmer

Founder of Private Practice Transitions

Jon Hubbard

Shareholder & Chief Growth Officer at Boomer Consulting, Inc. | Host of The Boomer Briefing Podcast

Carlos Garcia

Speaker/Coach

Liz Scott

Liz Scott Consulting

Heather Satterley

Director of Education and Media at Woodard Events LLC. | Co-Host at The 'Appy Hour with Liz and Heather

Cindy Schroeder

Owner for Bright Bookkeeping and Bookkeeping Buds

Dave Lane

Executive & Leadership Coach | Leadership & Team Development Partner | Keynote Speaker | Business Owner

Amber Setter, PCC

Chief Enlightenment Officer at Conscious Public Accountants

Kendale King, CPA

Founder & CEO of KCK CPA

Mark Reese

Marketing Director at Tri-Merit

Mike Maksymiw, CPA

Executive Director of Aprio Firm Alliance

Mark Gallegos

Tax & Advisory Partner of Porte Brown LLC.

K.C. Eames

Director of Client Accounting Services (CAS) @ Dark Horse CPAs | CPA

Kelly Erb

Senior Writer at Forbes | Speaker | Tax attorney at The Erb Lawfirm

Barry Devine, MBA

Renewable Energy Incentives Product Manager

Nancy McClelland, CPA, MAFM

CPA and Founder of The Dancing Accountant

Kasidy Kersey

Wellness Instructor & Founder of Marina Bay Yoga

Nayo Carter-Gray, EA, MBA

Founder & CEO of 1st Step Accounting LLC

Chase Birky , CPA

Founder of Dark Horse CPAs

Roman Villard, CPA

Founder at Full Send Finance

Terrell A Turner, CPA

Owner of TLT Turner Group

Chad Davis

Co-founder of LiveCA & AutomationTown.io

Panelists

Shirley Koss

Community and Member Success Manager at Woodard

Shahram Zarshenas

CEO of Financial Cents

Byron Patrick, CPA

CEO of VERIFYiQ | AI Educator | Faculty at Accounting High

Megan Tarnow

Long-time QuickBooks ProAdvisor specializing in nonprofits.

Lisa Simpson

Vice President - Firm Services at AICPA

Jacob Schroeder, CPA

CEO of Ascend Consulting LLC

Dominic Piscopo, CPA

Founder of Big4Transparency.com

Gail Perry, CPA

Editor, writer, speaker, educator

Kellie Parks

Cloud Accounting Process and Automation Builder for Calmwaters

Matthew May

President of Acuity Accounting

Jennifer Cryder

Chief Executive Officer at PICPA

Lynette Oss Connell

Burnout Prevention & Recovery Coach at ReInspired Leadership Consulting LLC

Will Lopez

Founder of Advisorfi

Justine Lackey

Coach, Mentor & Founder of Bookkeepers Business Incubator

Ashley Carroll

Founder at Operations House

Rory Henry

Director at Arrowroot Family Office, Advis-ROR®, Host of AFO Wealth Management Forward Podcast

Christine Triantos

Founder and President of Infinite Advisors Inc. and Infinite Ties

Luke Templin

Founder of a2 advisers & FinDaily.io

Kane Polakoff

Principal, Client Advisory Services (CAS) Practice Leader

Shea Keats

CEO of Breakaway Advising

Al-Nesha Jones

CPA and Founder of ASE Group

John D. Jordan, CPA

Professional tax return preparation and planning, with an emphasis on saving money.

Dawn Brolin, CPA

Author of The Designated Motivator Series, Speaker, Certified Public Accountant, Certified Fraud Examiner, True Accounting Rockstar, and QuickBooks Expert

Questian Telka, EA

Founder of ReQoncile Financials, Top 25 Up-n-Coming ProAdvisors 2024, QuickBooks Advanced Certified ProAdvisor

Dr. Jackie Meyer

Founder TaxPlanIQ.com | Biz & Tax Strategist | Speaker | Author | Helping Advisors Go from Good to Great—Boost Profits, Prevent Burnout.

Samantha Hallburn

Founder and CEO of Simplified Accounting Management, Inc.

Chayton Farlee

Associate at Actuate Cloud Professional Accounting

Enya Spicer

Creative Services | Blending Nostalgia and Innovation for Authentic Brands

Elliott Bastien Morin

Creative Director for 3Motion Creative

Tori Staub McKee

Best Practice Bookkeeping and Payroll LLC | passionate about community and relationship building among accountants

Tony Proctor, EA

Enrolled Agent Proctor & Assocs. Tax and Bookkeeping Service | Tax Consultant | Leadership Expert | Financial Literacy Strategist

Michelle Rose

Founder, CFO, and COO of Breakaway Advising

Nick Boscia, CPA, EA

The Balanced CPA, Partner at Boscia & Boscia P.C.

Brian Streig, CPA

Tax Director at Calhoun, Thomson + Matza, LLP

Andrea MacDonald, CPA

CEO at Steadfast Bookkeeping

Michael Ly

CEO of Reconciled and co-founder of Humnly

Kristen Keats, CPA

Founder of Key Master | Sherwood Tax & Accounting | Owner of Breakaway Advising | Founder of Cadencia

Dan Hood

Editor in Chief of Accounting Today

Seth Fineberg

Accounting Industry Consultant/Editor/Content Strategist/Speaker

Kenji Kuramoto

CEO at Acuity

*Registration group rates are available for 5 or more attendees. For more information, email Hailey at info@btgconference.com*