Annual Convention & Expo (E1606010)

Jim is a partner at WithumSmith+Brown, where he serves as director of firm technology and managing director of advisory services. He is a frequent speaker at many international accounting and trade associations, such as the American Institute of CPAs (AICPA), the Chartered Institute of Management Accountants (CIMA) and state CPA societies, as well as industry technology organizations, incubators, accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services. Jim is also global advisory and technology leader for HLB International. He is a past president of the NJCPA and past board and council member for the Association of International Certified Professional Accountants.

Frank is an emeritus partner of WithumSmith+Brown, PC (Withum) with over 35 years of accounting and auditing experience. He is a licensed CPA in New York and New Jersey and has significant experience working with SEC registrants, small and large private entities in various industries, including hedge funds, private equity funds and finance companies. Frank is a member of the American Institute of CPAs (AICPA) and was a former member of the AICPA Peer Review Board. He is a past president of the NJCPA and currently chairs its Peer Review Executive Committee. Frank is a frequent lecturer on accounting and auditing and is a co-author of three accounting books.

Walter is the chief success officer at Prager Metis CPAs, a member of Prager Metis International Group. He has over 30 years of executive experience in accounting and business advisory. He possesses deep expertise in all facets of firm and practice management; firm/corporate strategy and execution; business development; practice growth and senior management mentoring. Walter also serves as a managing director at Whitman Business Advisors, where he provides advisory services to clients in areas such as strategic planning, practice management and mergers and acquisitions. He is also a regular and trusted advisor to boards and audit committees. Walter is a former president of the NJCPA and is a member of its Accounting & Auditing Standards Interest Group and the Governmental Accounting & Auditing Interest Group.

Author of Getting UP! Supercharging Your Energy, Greg helps his audiences discover the energy to navigate the challenges of the 21st Century. He demonstrates how to tap the vast pools of hidden energy within to reduce stress, accomplish more, and achieve work-life balance. When he isn’t consulting on corporate identity and energy, he teaches marketing at the Johns Hopkins Bloomberg School of Public Health. Previously, Greg was a reporter covering economics at The Wall Street Journal and spent a decade creating programs for the poor in Baltimore. Later, he led marketing and sales teams at Price Waterhouse and Prudential. He was chief marketing officer at Alex. Brown, America’s oldest investment bank.

Kimberly is the founder and chief executive officer at KET Solutions LLC. She has held positions at Oracle as an executive director, NASA’s Goddard Space Flight Center, Motorola and KPMG, and served as the chief information technology officer for Prince George’s County in Maryland. From 2016 to 2018, Kimberly served as the 104th chairman of the American Institute of CPAs (AICPA), where she received numerous awards and recognition. Notably, she was the youngest person, fifth woman, and first person of color to serve as chairman in the AICPA’s 130-year history. Kimberly was the second chairman for the Association of International Certified Professional Accountants. She has been recognized by Accounting Today as one of the “Top People in Public Accounting 2018” and by CPA Practice Advisor as one of the “2018 Most Powerful Women in Accounting.” She is a volunteer leader in the Sigma Gamma Rho Sorority community service organization and she most recently served as president of a local chapter where she led initiatives for St. Jude, March for Babies, the National Alliance for Mental Illness and Operation Welcome Home Maryland.

Peter Fu, Esq. is an associate in Cooper Levenson's Business & Tax and Cyber Risk Management practice groups, He concentrates his practice on estate and tax planning; corporate best practices, and developing risk reduction tools for online service providers.

Mr. Fu began his career at Cooper Levenson as a summer clerk in 2011 and continued clerking for the firm until 2014. He worked in a multitude of areas, including tax law, personal injury litigation, drafting contracts, assessing LLC operating agreements and partnership agreements, and developing risk management policies for corporate entities. In addition, he handles general corporate matters, arbitration drafting, sales and local tax in a number of U.S. states, and value added taxes and goods and services taxes for international businesses.

He also served as a legal intern to the New Jersey Department of Education, United States Department of Justice, Civil Division as well as the United States Department Of Treasury, U.S. Mint.

He is a recipient of the 2014 Maro R. Sondahl Award for Excellence in International Commercial Law and Arbitration from the Rutgers School of Law and earned first place in the Willem C. Vis Moot for International Commercial Arbitration in Munich, Germany Rounds.

Mr. Fu earned his B.A. in International Affairs and International Economics from the George Washington University and J.D. at the Rutgers School of Law – Camden. While at Rutgers, he served as a teaching assistant for both Contracts and Arbitration. He is admitted to practice in New Jersey.

Matthew Goerke is regarded as one of America’s leading experts in the field of Memory Development. He has shared with thousands of business professionals from all walks of life the techniques for developing an instant recall memory with results that can only be described as amazing. He has worked with such well know speakers as Zig Zigler, Ed Forman,Vic Conant and Tony Robbins. He has trained executives from corporations including AT&T, Prudential, Exxon,Wells Fargo, Merck Pharmaceutical and Coldwell Banker, and government agencies such as the United States Postal Service and the Defense Department. Matthew has also had a tremendous impact in educational settings, having personally trained thousands of students and teachers at all academic levels. Mr. Goerke is the developer of the “Memory Switch Program” the most utilized program of its kind ever developed and for that reason is a sought after guest and has appeared on hundreds of radio and television talk shows. His live workshop entitled “The Memory Switch” will instruct people in the new advances in memory technology as well as help them gain insight into how these methods are in direct alignment with helping people achieve both business and personal goals. “There is no such thing as a bad memory just an untrained one.”

Assemblyman Lou Greenwald has represented New Jersey’s 6th Legislative District since 1996. He currently serves as the Assembly Majority Leader. During his service in the General Assembly, Majority Leader Greenwald has compiled a significant legislative record. As Majority Leader, he led the fight to provide 95% of New Jersey families with up to $2,000 in property tax relief credits--the kind of tax relief our state's middle class families and senior citizens desperately need. Although Governor Christie vetoed this plan, Majority Leader Greenwald remains at the forefront of fighting to fundamentally reform New Jersey's property tax crisis in a way that lowers property tax burdens and provides real relief to families. Majority Leader Greenwald is a key leader in the fight to restore voting rights to New Jersey citizens. As the sponsor of the Democracy Act, a piece of legislation that would bring New Jersey’s outdated voting laws into the 21st century, Majority Leader Greenwald works address outdated voting laws. This package of measures would encourage voter participation by expanding early voting opportunities, online voter registration, and automatic voter registration at Motor Vehicle Commission offices. He graduated from Moravian College in 1989 with a bachelor’s degree in political science and went on to earn a law degree from Seton Hall University School of Law in 1992. Later that year, he was admitted to the bar in New Jersey and Pennsylvania. He works as an attorney in Voorhees.

Rao Hassan Khan, Senior partner and founder of The Khan Partnership, specializes in all areas of tax law, high value and complex cross-border commercial disputes, international fraud litigation and arbitration. He has successfully conducted cases involving billions of pounds. He also regularly advises on international projects with a focus on natural resources, infrastructure and Islamic finance. He is recognized in the leading independent legal guides, Best Lawyers USA, Chambers and Partners, and the Legal 500 UK, as a leader in complex customs and excise tax matters and international fraud. He has been legal counsel to the Customs Practitioners Group and the UK Warehousing Association on customs and tax matters since 2002. He has successfully conducted many reported precedent cases including the landmark test case for Bond House Systems against HMRC before the European Court of Justice. A precedent for more than 500 further cases involving GBP 1.6 billion in disputed tax. Hassan is a graduate of Nottingham University, LLB, 1990; and Westminster London Business School, MBA, 2002.

Alex Heil, PhD, is a Senior Economist at The Conference Board. An applied economist, he has more than 20 years of experience in the energy, environment and infrastructure space. His work is centered on the energy transition, renewable energy resources, urban economics, and how infrastructure and transportation will affect development patterns and economic trends. Before joining the Conference Board, Alex was VP for Research at the Citizens Budget Commission, a think tank focused on the finances and operations of New York City and State governments. Prior to CBC, Alex was the Chief Economist of the Port Authority of New York and New Jersey. In that role, he analyzed regional economic conditions, conducted regional cost benefit analysis, assessed the regional economic impacts of transportation investments, and undertook economic and financial project evaluations. He also worked as a consultant on energy and utility projects for private and public sector clients as an economist for CDM Smith, Inc. Alex has been a frequent speaker and presenter at conferences and events for commercial real estate, transportation, and financial executives in the Greater New York metropolitan region and nationwide. His background includes a strong focus on environmental economics and sustainability. He contributed to a Congressional Study on Investments in Transportation Resilience, and has been an adjunct faculty member in the Sustainability Management Program at Columbia University for nearly a decade. Originally from Germany, he received his BSc from Hawai’i Pacific University in Honolulu, his MSc from Golden Gate University in San Francisco, and his PhD from the University of South Wales in the United Kingdom.

Tom Hood III, CPA, CITP, CGMA EVP Business Engagement & Growth, AICPA-CIMA and Business Learning Institute

Tom recently stepped onto the global stage of the largest association of certified professional accountants in the world, representing over 690,000 CPAs, CGMAs, and students. In 2021 he was named the second most influential person in accounting by Accounting Today Magazine for the tenth year.

Tom is known for his work on the CPA Vision Project, the CPA Horizons 2025 Project, and most recently the Future of Finance 2030. In 1999, he co-founded the Business Learning Institute (BLI) with a purpose of “Empowering human capital in a global VUCA world, so that our organizations and communities thrive”, based on the findings of the CPA Vision and CPA Horizons 2025 research. This led to the T-shaped Professional and a focus on ‘success skills’ for CPAs, CGMAs, and finance and accounting professionals.

LinkedIn recruited Tom as one of their Top 100 Influencers in 2012 and he now has a following of over 730,000. He is a member of Forbes Finance Council and was inducted into the Accounting Hall of Fame.

Tom is the former CEO of the Maryland Association of CPAs and former CFO of a highway construction company. He has a Master’s in Finance from Johns Hopkins University and a Bachelor’s degree in Accounting from Loyola University of Maryland.

William J. Hughes, Jr., Esq. joined the firm of Cooper Levenson as "Of Counsel" in 2002 and became a partner in 2007. His background is rich with experience in a variety of issues related to complex litigation in federal courts. After clerking for the Chief Judge for the Federal Districtof New Jersey and the Chairman of the Federal Judicial Conference, Mr. Hughes was a trial attorney for the U.S. Department of Justice in the Antitrust Division, Computers and Finance Section. During this time, he worked on such high-profile cases as United States v. Microsoft, U.S. v. NASDAq Market Makers and U.S. v. Moody's Rating Services. His dedication and hard work has been recognized by the F.B.I., U.S. Secret Service, Federal Air Marshals, D.E.A., U.S. Marshals and the U.S. Postal Inspectors. Today, he concentrates his work on Complex Commercial Litigation and Federal White-Collar Criminal Defense.

Mr. Hughes is a graduate of Franklin & Marshall College, B.A., 1989, Pi Sigma Alpha National Political Honor Society, the Eagleton Institute of Politics and Public Policy at Rutgers University, M.A. 1991, Rutgers University Law School-Camden, J.D., 1993 and Georgetown Univesity Law Center, LL.M. inTaxation, 1998. He was admitted to practice in New Jersey and Pennsylvania in 1993 and the District of Columbia 1995.

Kai Kight is a contemporary composer and innovator with a diverse background that has been fueled by creating and making. He holds an engineering degree from Stanford University's d. school where he was introduced to the innovative culture of silicon valley. As a Kleiner Perkins Design Fellow and Mayfield Fellow, he got an early start in entrepreneurship. He began playing the violin when he was 3 years old, was classically trained and studied under the concertmaster of Kennedy Center Opera House Orchestra. His music has brought him to perform in venues such as the White House to the Great Wall of China. Today he composes his own music using an innovative style on the violin which blends classical technique with rhythms and textures from popular genres such as hip hop and jazz. His favorite composer is Bach, because of soul riveting harmony and improvisational rhythms. Twitter @KaiKight

Katharine Lawrie, Associate of The Khan Partnership, focuses on dispute Resolution, commercial litigation, and fraud. She specializes in finance and investment related litigation including commercial fraud. She advises companies and individuals on a wide range of commercial disputes encompassing breach of contract, negligence, employment and insurance.Katharine joined City of London firm Thomas Cooper as a trainee solicitor where she qualified in 2012. She was previously Assistant Legal Counsel for a leading international cash and derivatives broker-dealer. She graduated from the University of Warwick and completed her legal studies at The College of Law London.

Nancy Marc-Thrasybule, is a CPA and CGMA with corporate accounting and finance background and has held numerous positions in the private sector - from small companies to large publicly traded organizations. Through her finance lenses, she has provided extensive financial support and guidance to project executives and delivery teams. She has developed and implemented detailed roadmaps to close gaps to profit objectives, accurate forecasts and measurements, and creative solutions for business issues. She was engaged in SEC reporting and filling including controls and compliance matters. She currently serves as Lead Technical Manager in the Management Accounting, Business, Industry and Government team at the American Institute of Certified Public Accountants (AICPA). She develops thought leadership resources - in collaboration with the Chartered Institute of Management Accountants (CIMA) - and participates in professional development activities for AICPA members in Business as well as the Chartered Global Management Accountant (CGMA) designation. She was instrumental in the launch of the CGMA Competency Framework designed to help management accountants understand the skills and competencies that employers are looking for in the marketplace.

Gene is a columnist, author and owner of the Marks Group PC, a provider of technology and consulting services to small and medium sized businesses. He writes daily for The Washington Post and weekly for Forbes, The Huffi Post, Inc Magazine, FOX Business, Entrepreneur.com and Philadelphia Magazine. He has written six books on business management, specifically geared towards small and medium sized companies. His most recent is The Manufacturer’s Book of Lists. Gene frequently appears on FOX News, MSNBC, Fox Business, Bloomberg and CNBC discussing matters affecting the business community. Prior to starting the Marks Group PC, he spent nine years in the entrepreneurial services arm of KPMG in Philadelphia.

Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.

Senator Steven V. Oroho is currently serving his third term in the New Jersey State Senate. He represents the twenty-fourth legislative district in the northwestern part of the state which comprises all of Sussex County, and parts of northern Warren and Morris Counties. He has extensive professional experience in the finance departments of top New York City firms including work for Price Waterhouse, W.R. Grace and Company, as well as Young and Rubicam where he held the position of Senior Vice President of Finance. Senator Oroho is presently a certified financial planner with Stonebridge Capital Management. In the State Senate, Senator Oroho sits on three committees: the Senate Budget and Appropriations Committee, the Senate Economic Growth Committee as well as the Senate State Government, Wagering, Tourism and Historic Preservation Committee. He was also appointed by Governor Christie to serve on the Governor’s Red Tape Review Commission. In addition, he served as a member of the New Jersey Unemployment Insurance Task Force. Senator Oroho has been honored as a Legislator of the Year by both the New Jersey Chamber of Commerce and the New Jersey Society for Environmental, Economic Development (NJ SEED). He also received the "Paul L. Troast Public Service Award" from the New Jersey Business and Industry Association. The Troast Award is bestowed annually upon a public servant who has made an outstanding contribution to the State of New Jersey and its business community. He received his bachelor’s degree in accounting from St. Francis University.

Stacey Painter, CPA, licensed as a CPA in Wisconsin, is the Director of Loscalzo Associates Ltd., a division of SmartPros Ltd., a Kaplan company. Stacey has been providing technical training to audiences across the country on subjects ranging from International Financial Reporting Standards (IFRS) and related FASB/IASB joint projects, to Audit and Attest Standards. Stacey has over 20 years of experience in both the public and private industry. Before joining Loscalzo Associates, Stacey spent 13 years with Resources Global Professionals, most recently as the Managing Director of Accounting and Finance Services. In this capacity, Stacey worked with the firm’s U.S. offices in developing go-to-market strategies around accounting initiatives, as well as providing technical training on site to firm clients. Prior to joining Resources, Stacey was the Corporate Controller of Square Two Golf, a publicly-traded manufacturer of golf equipment. Here, she was responsible for all aspects of accounting, financial reporting (SEC), planning and budgeting, Human Resources, and Internal Control. At the start of her career, Stacey spent six years at Deloitte & Touche, auditing clients ranging from $10 million to over $1 billion in revenue. Stacey received her bachelor’s degree in accounting from Pace University in New York. She is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

Amish Patel, Associate of The Khan Partnership, concentrates his practice on Dispute resolution, commercial litigation, insolvency and tax fraud. He advises on a broad range of international and multi-jurisdictional commercial disputes for corporate and high net worth clients. In particular, he deals with corporate shareholder disputes and complex insolvency proceedings as well as matters involving white collar crime and tax fraud. Prior to joining The Khan Partnership, he worked at leading City of London firms including a major US litigation firm where he defended large scale, high value and complex claims brought in the High Court. Notable cases include defending a USD 4.3 billion corporate shareholder dispute (one of the largest to come before the commercial court in 2012) and a GBP 300 million civil damages claim on behalf of a UK government agency. He was admitted to practice as a solicitor in 2009 having trained and qualified at Lloyds of London.

John Reitmeyer is the budget and finance writer with NJ Spotlight News and covers the annual New Jersey budget, the public-employee pension system, tax policy and more. He has received numerous honors and awards including most recently first-place recognition from the New Jersey Press Association for specialty writing in 2020. He has appeared as a guest on CNN, CBC, Fox, MSNBC, and News 12 New Jersey, and now analyzes tax and budget issues on a regular basis for NJ Spotlight News' evening broadcasts. Mr. Reitmeyer received his Bachelor of Arts Degree from The College of New Jersey.

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

Frank Ryan, CPA, CGMA has over a decade of experience in accounting and financial services, specializing in economic forecasting, competitive research, and strategic and operational risk analysis. He has additional experience in implementing lean processes and systems in companies ranging from manufacturing to service organizations. Frank is also a national instructor for over a half dozen state CPA societies, specializing in economic updates and business ethics.

Outside of his consulting practice, Frank is a Captain in the Pennsylvania Army National Guard with over 13 years of service in the Armed Forces. He deployed to Iraq in 2009 with Pennsylvania's 56th Stryker Brigade Combat Team, serving as the Executive Officer of the Brigade's medical company. Serving in a host of leadership positions, Frank most recently completed a 3-year tour as Commander of a distribution/logistics company.

Frank earned his B.S. in Finance from Penn State University and an MBA from The Wharton School at the University of Pennsylvania. He is a Certified Public Accountant in Pennsylvania and Virginia and a Certified Fraud Examiner.

Michael L. Salad, Esq., LL.M. is a partner in the firm. He concentrates his practice on business transactions, tax matters, probate administration and estate and business planning. Michael holds an LL.M. in Estate Planning and Elder Law.

Michael began his career at Cooper Levenson as a summer clerk in 2009 and 2010. He worked primarily within the tax law arena, concentrating on will drafting and estate and asset protection planning as well as preparing and structuring shareholder agreements, limited liability company operating agreements and partnership agreements. In addition, Michael handles general corporate matters as well as mergers and acquisitions involving corporations, partnerships and limited liability companies. Michael regularly travels between Florida and New Jersey and assists clients from the Northeast who are seeking to change their residency.

Michael has been named to the New Jersey Super Lawyers Rising Stars list for 2016-present, as an Estate Planning and Probate attorney. Michael was recognized as a 2019 "Top 40 under 40" by the AC Weekly Magazine and Atlantic City Jaycees. Twitter @Michael_Salad3

Robert E. Salad, Esq., LL.M. Partner With a keen eye for detail, and a well-earned depth and breadth of experience, Robert E. Salad is at the forefront in business and tax law. Joining Cooper Levenson in 1984, he now serves as President of the firm, and Chairman of the Tax and Business practice group. He has been a partner since 1988. Rob’s areas of expertise encompass almost all aspects of tax and business planning and transactions. More specifically, he focuses on matters involving the representation of businesses, including healthcare providers. He helps them to achieve business objectives, and also provides advice with respect to income tax issues. He handles both business and personal matters for his clients with the utmost sensitivity and timeliness.

A sought-after lecturer, Rob is informative and entertaining. He brings extensive experience in areas involving commercial transactions, entity formation, estate planning, estate administration and litigation as well as those matters involving representation before federal, state and/or local taxing authorities. He represents a wide range of clients from public companies, closely held businesses and tax-exempt organizations.

Laura Schwartz is a professional speaker, author of Eat, Drink & Succeed and television commentator. As the White House Director of Events during the Clinton Administration, she created events that represented a nation and inspired the world. At just 19, she arrived at the White House with no political connections and volunteered answering phones in the press office, quickly climbing her way up the ranks as a Staff Assistant, the Midwest Press Secretary, the Director of Television and ultimately the White House Director of Events. Today, as a professional speaker, respected television commentator and author of Eat, Drink & Succeed!, she shares the secrets to building powerful, effective partnerships in our companies, communities and beyond, adding color with personal anecdotes from her life and White House years as she empowers, motivates and inspires each audience to Eat, Drink & Succeed! Ms. Schwartz is headquartered in Chicago, Illinois, and travels extensively both domestically and internationally to work with Fortune’s Top 50 and 500 companies, independent businesses, industry associations, universities and nonprofit organizations, motivating people from all over the world to EAT, DRINK & SUCCEED! Twitter @lauraschwartz

Shaune is a partner at CohnReznick with 13 years of diverse experience in public accounting. He is a member of CohnReznick's Technology and Life Sciences Industry Practice and National Tax Practice and has a background in corporate, partnership and individual tax planning and compliance, including multi-state and international companies. In addition to general accounting, Shaune’s experience in working with small start-up entrepreneurs includes setting up accounting methods, standards and procedures, state registration and employment issues. Shaune has also worked closely with public entities and large public affiliated corporate groups, providing services that include corporate tax compliance, partnership tax compliance, sell-side due diligence for companies and shareholders, and ASC 740 work. Shaune has knowledge and experience in both inbound and outbound international tax issues. Prior to joining CohnReznick, Shaune worked for a local private accounting firm in Ocean County as well as for a West Coast-based accounting firm.

Andrew Sidamon-Eristoff served as Treasurer of the State of New Jersey under Governor Chris Christie from January 2010 to July 2015. The longest-serving Treasurer in almost 40 years, Mr. Sidamon-Eristoff oversaw a major State department with almost 3,100 employees and more than 10 divisions spanning budget, revenue collection, public finance and debt management, benefits administration, pension fund investments, Statewide information technology standards and infrastructure, procurement, State facilities, risk management, unclaimed property administration, and the State Lottery. In addition to managing the development and execution of New Jersey’s $30 billion-plus annual budget, Mr. Sidamon-Eristoff played a major role in developing Governor Christie’s landmark 2001 pension and health benefits reforms, designed and implemented Governor Christie’s Performance Budgeting Initiative, drafted Governor’s Christie’s $2.3 billion business tax reduction package of 2011, advanced significant procurement process reforms, managed several major privatization initiatives, restructured the State’s IT governance configuration, and oversaw debt and financial management reforms that achieved $1.9 billion in budget savings and eliminated the State’s exposure to $4.2 billion in risky derivatives.

Mr. Sidamon-Eristoff is currently a private investor. He is also a contributor to NJ Spotlight, an online news service covering New Jersey government and politics; an advisor to GovInvest, Inc., a SaaS startup based in Los Angeles, California; and a member of the Audit and Risk Committee of the Hotchkiss School. He is a former member of the Internal Revenue Service's Electronic Tax Administration Advisory Committee, a former Chairman of the New York Republican County Committee, and a former trustee of several non-profits including Scenic Hudson, the St. Bernard's School, the New York League of Conservation Voters Education Fund and the Hudson Highlands Land Trust. Mr. Sidamon-Eristoff is also a former President of the North Eastern States Tax Officials Association and board member of the Federation of Tax Administrators. He earned a bachelor's degree, cum laude, in politics from Princeton University and a juris doctor degree, cum laude, from Georgetown University Law Center.

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

Heather is vice president of Sales Operations for the ADP Accountant Channel. With a career spanning two decades, Heather steadily progressed through the global human resources and payroll company, moving from district sales manager and corporate sales trainer to her current position. Throughout her career with ADP, she has leveraged her expertise in roles that take advantage of her competencies in sales, human resources, benefits administration, talent management and talent acquisition. This encompasses internal associate and leader engagement to drive results, as well as well as a high level of interaction with the accountant community. Heather is sought after nationwide to lead speaking engagements such as interactive workshops to foster attendees’ personal and professional development. She has coached thousands of professionals on improving selling and overall communications skills. She is also a board member of the Hope for Children Foundation.

Ralph is the CEO and executive director of the New Jersey Society of CPAs. He was appointed to AICPA’s National Commission on Diversity and Inclusion and the AICPA Foundation Board. Ralph is a former national and chapter president of the National Association of Black Accountants, was chair of the National Association of State Boards of Accountancy’s State Society Relations Committee and is a member of the accounting advisory boards of Lehigh, Rutgers, Seton Hall, Montclair State, Felician and Thomas Edison universities and Middlesex County College. In January 2018, he was invited by Senate President Steve Sweeney to join his bipartisan Economic and Fiscal Policy Working Group. Additionally, Ralph was selected for the last eight years by Accounting Today as one of the “Top 100 Most Influential People in Accounting.”

Glen J. Walton, CPA, partner with Bowman & Company LLP in Voorhees, has been a member of the NJCPA since 1988. He is a member of the Governmental Accounting & Auditing Interest Group and the Chapter Operation Committee, and has been a member of the board of the Southwest Jersey Chapter Board of Directors since 2014. At Bowman, he is an audit partner serving social service organizations, health care organizations, affordable housing agencies and various other not-for-profit and governmental organizations. Glen earned his Bachelor of Science in Accounting from St. Joseph's University. Glen and his family reside in Moorestown.