Frank R. Boutillette, CPA, CGMA, ABV: Frank is a partner based in Withum’s East Brunswick, NJ office and has over 35 years of accounting and auditing experience. He is a licensed certified public accountant in the states of New York and New Jersey and specializes in accounting and auditing. Frank has a great deal of experience working with investment companies (hedge funds, mutual funds and ETFs), broker-dealers, private equity and venture capital funds, registered investment advisors, real estate investment trusts and closely-held businesses. He also performs peer and quality reviews of CPA firms.
A graduate of Rutgers University, Newark, Frank received his BA degree in accounting. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJCPA), where he served as president of the organization. Frank is the chair of the NJCPA Peer Review Executive Committee, which administers peer reviews on behalf of the AICPA in New Jersey. He is past chair of both the NJCPA Accounting and Auditing Standards Interest Group and the NJCPA Accounting and Auditing Resource Group. Frank is a former member of the Audit Committee for the NJCPA and past treasurer of both the NJCPA and the Middlesex/Somerset Chapter of the NJCPA. He recently completed a three-year term on the AICPA Peer Review Board. The Peer Review Board is responsible for maintaining, furthering and governing the activities of the Peer Review Program, including the issuance of peer review standards and peer review guidance, while being mindful of the profession’s covenant to serve the public interest with integrity and objectivity. Frank is a frequent lecturer on accounting and auditing topics to professional and business groups. He has been quoted in several publications and is the coauthor of three books on accounting. Frank resides in Ocean County, NJ.
Walter J. Brasch, CPA, CGMA: 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.
Thomas Coghlan, CMA, CPA (PA): Tom has worked at the intersection of accounting, finance, education, technology and decision making for over 25 years. Based on these experiences, Tom founded CPE University to provide accounting and finance professionals with quality certification review courses and “cutting edge” continuing professional education (CPE) programs. Prior to founding CPE University, Tom was a founding partner and vice president of client services for FirstQuarter, Inc., a performance management consultancy. He is a Business Fellow and the associate director of the Center for Business Analytics at the Villanova University School of Business, where he also teaches graduate and undergraduate courses in accounting and analytics.
Salvatore A. Collemi, CPA: Salvatore A. Collemi, CPA
Salvatore A. Collemi, licensed as a CPA in New York and New Jersey, is the Managing Member and Founder of Collemi Consulting and Advisory Services, LLC, where he relies on over two decades of global business experience to guide US
and international public accounting firms, litigation attorneys, valuation experts, the C-suite, and related institutions that support the profession in order to promote and enhance audit quality.
His practice provides outsourced, high-level strategic and technical accounting and auditing guidance. Services includea full range of US and international accounting and auditing consultations, technical reviews of financial statements and workpapers, AICPA Peer Review and PCAOB inspection preparation, perform internal inspections, customized CPE training, independence and ethics consultations, and so on.
John Colthart: John is the senior vice president of sales for MindBridge, a FinTech Company based in Ottawa, Canada. During his 17-year career in technology leading world-class sales and professional services organizations, he has made clients successful in every major market worldwide. This started after his departure as a corporate finance and accounting practitioner in 2000, so he could grow a startup to +425 employees and exit to IBM with a vice president of sales operations role in 2010. During his stay at IBM, John held global roles running sales enablement, offering management and design leadership within the IBM Analytics division. He strives to lead clients to effectively use analytics to change the course of their business.
James B. Evans, CPA, J.D., LL.M.: Jim is a shareholder at Kulzer & DiPadova, P.A. He is admitted to practice before the United States Tax Court, is a member of the Bar of the State of New Jersey, and is a member of the Camden County Bar Association, the New Jersey Bar Association and the American Bar Association. Jim is a member of the tax sections of the NJBA and the ABA. In addition, he is a former president of the NJCPA, and has served as chairperson of the State Taxation Interest Group. He is a past president of the Southwest Jersey Chapter Board of Directors. Jim is also a member of the American Institute of Certified Public Accountants (AICPA) and serves on AICPA Council, its governing body. He is also a member of the New Jersey Tax and Fiscal Policy Commission and chaired the New Jersey Corporation Business Tax Review Commission.
John M. Fleming, CPA, M.B.A.: John M. Fleming, CPA, M.B.A.
John M. Fleming, licensed as a CPA in Pennsylvania, has served as the Director of Content Development for Kaplan Financial Education, powered by SmartPros, and also as President and Director of Accounting and Auditing for Kaplan Financial Education, powered by Loscalzo Institute. John retired on October 1, 2017. In retirement, John continues to provide seminars as a discussion leader on a part-time basis.
John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance.
John served as the 1999–2000 President of the 8,300-member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA). In 2006, the PICPA recognized John as a Joseph E. Sterrett Fellow for his contributions to the accounting profession. In 2007, the Philadelphia Chapter recognized John with their Champion Award for his contributions to the PICPA, Chapter, profession, and community. John has also served as the 2002/2003
President of the American Accounting Association’s Mid-Atlantic Region.
Eleanor Galt-Lin, CFP: Eleanor a financial advisor with Morgan Stanley. As a certified financial planner, she creates customized, comprehensive plans designed to meet all of the goals of her clients. She provides money management and comprehensive counseling regarding wealth preservation and transfer strategies, risk management, financial independence and retirement planning, executive benefits, and more. After completing her CFP® designation, Eleanor pursued even more advanced coursework in the area of Social Security benefits. She is a frequent speaker on this topic to various groups, including CPAs and lawyers. Eleanor is a New Jersey native and graduated Rutgers University with a BA in Economics.
James T. Lindell, CPA, M.B.A., CSP, CGMA: Jim is president of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. He has an extensive background in senior management including positions as chief financial officer, corporate controller, and corporate assistant controller. Jim has worked with a variety of industries including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects. He is also a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee). He is a member of the American Institute of CPAs and the Wisconsin Institute of CPAs and is a member of the National Speakers Association. Jim authored the AICPA book, Controller as Business Manager, and developed several AICPA courses.
Jon Lokhorst, CPA, ACC: Jon is an executive leadership coach and consultant based in Minneapolis, Minnesota. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new approach to leadership to navigate those challenges. Before launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, and organizational leader. He has a Master's in Organizational Leadership and is recognized by the International Coach Federation as an Associate Certified Coach. Jon serves as adjunct faculty in the School of Business and Nonprofit Management at North Park University. He is a member of the National Speakers Association and speaks regularly for CPA conferences and firms.
Brandon Marks: Brandon is principal in the New Jersey office of Overwatch Group. Brandon's first experience with computers was in the mid-80s with an IBM AT (dual floppy disk drives) provided by the US Army to his parents for remote work. He started working in the field in 1994 and has worked with most mainstream platforms ever since including Novell, MAC and Microsoft-based networks. He has a bachelors in Information Technology and holds several industry certifications. Recently he has been focused on cyber security and public cloud infrastructure (Azure and AWS).
Sheila McVeigh: Sheila has been in the performance improvement field for 20 years, currently serving as a contracted coach & master trainer for the federal government, global private sector clients and Dale Carnegie Franchise Network. She has conducted customized training for over 300 wide-ranging organizations including U.S. Army Contracting Command, the FBI, Merrill Lynch, Morgan Stanley, ShopRite and Wawa. Before her 20 years in the performance improvement field, she served for 11 years in a management position in the healthcare industry.
Don Meyer, CAE: Don is the chief marketing officer of the NJCPA, responsible for setting the vision, strategy and direction for the organization’s marketing, communications and membership campaigns and for driving the success of a deep and broad swath of organizational initiatives. Functional areas of accountability include digital assets (web, social media, email), content and news distribution (including the organization’s flagship publication, New Jersey CPA), membership, media relations, public relations, next generation recruitment, executive communications and internal communications. He also oversees graphic design, market research, and advocacy and legislative communications. Don came to the NJCPA from the Craft & Hobby Association, where he was director of marketing and public relations.
Anthony Mongeluzo: Anthony is a serial entrepreneur, computer expert and president/CEO of PCS, LLC, an IT service and support company that provides managed technology solutions for organizations in five states (New Jersey, Pennsylvania, Delaware and Maryland). Local and national media have consistently rated PCS as one of the fastest-growing firms in the country. He owns four other technology companies and cruises to meetings daily in the Tech Tank, a one-of-a-kind mobile office. Anthony is FOX-TV’s IT expert in Philadelphia. National, regional and local media frequently call upon him for his expertise and opinion on IT and small-business issues. Previously, he was a computer technician, earning more than 10 industry certifications from both Microsoft and CompTIA.
Brad E. Muniz, CPA: Brad is a member of the firm and director of accounting and auditing at SobelCo, serving small businesses and individuals in the areas of accounting, auditing, tax and business consulting. 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.
Susan O'Malley: As the first female president of a professional sports franchise, Susan is a pioneer in two fields: sports and business. Once an intern with the Washington Capitals and the Washington Bullets (now the Wizards), Susan joined Washington Sports and Entertainment in 1986. In her first season handling off-court activities, the team experienced the largest ticket revenue increase in the history of an NBA franchise. The club also achieved the highest renewal rate of season tickets ever by the franchise, including the year following the 1977–78 Championship season. Susan helped attract over 21.2 million patrons at the Washington, DC-based Verizon Center. She then earned her law degree from Georgetown University, where she also taught a sports business marketing class and was awarded the Adjunct Professor of the Year Award. She served as St. Joseph’s University’s first sports marketing professor and is currently a full-time faculty member at the University of South Carolina. She also consults with The Sports and Entertainment Company (Sports-EntCo).
Deborah A. Phillips, CPA, MST: Debbie operates her own tax controversy practice where she specializes in partnership and S corporation tax law as well as IRS audits and procedures. She has been very successful petitioning and resolving tax issues under the jurisdiction of the United States Tax Court. She is proficient in Section 199A provisions and computations as well as all aspects of the Tax Cuts and Jobs Act of 2017. Previously, Debbie worked for the Internal Revenue Service (IRS) for more than 32 years, with experience in its Large Business and International Division (LB&I) and its Flow Through Issue Practice Group (IPG), along with various retail and manufacturing industry groups. In addition, Debbie taught graduate and undergraduate courses in accounting and taxation as an adjunct faculty member at Delaware State University, Wilmington College, and Goldey-Beacom College. She has been a seminar presenter for approximately 20 years as well as a textbook author. In 2015 through 2017, she received the Surgent Outstanding Discussion Leader Award.
William Reeb: Bill, CPA, CITP, CGMA, is the co-founder and CEO of Succession Institute, LLC and has been consulting for three decades to all size businesses, primarily in the areas of strategy, leadership and change management. Prior to his life as a CPA, he worked for IBM in sales in the late 70’s. An entrepreneur by nature, Bill founded seven small businesses, including two ladies clothing stores, one retail computer software store, a software development firm, a computer consulting firm, a CPA firm, and his current management consulting firm Succession Institute, LLC. Bill is an award-winning public speaker and author, lecturing throughout the U.S. and Canada. He currently authors a bi-monthly column called “In the Bill-iverse” which is distributed by a number of State CPA Societies as part of their Practice Management e-newsletter. He is also the Chair of the Board of the American Institute of CPAs (AICPA) and was a past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations.
Nick Rigali: Nick is Principal in the Los Angeles office of Overwatch Group. He started his IT career as an independent IT consultant and web developer at age 16, and moved into non-profit work during university. After school he got back to his passion in tech consulting supporting various A-list celebrities and high net worth individuals in the entertainment space, and his career eventually took him into the SMB and enterprise space where he found his stride. His focus area is in CTO/CIO consulting for clients, helping them develop their infrastructure with secure and cost effective solutions that meet their unique needs.
Kyle M. Sell, CPA, MBA: Kyle is a partner at Deloitte in Parsippany. He served as NJCPA president (2019/20) and has been active in the Society since 2004. He has previously been president of the NJCPA Scholarship Fund and a Board of Trustees liaison for the NJ-CPA-PAC and Student Programs & Scholarships Committee, as well as a member of the Professional Conduct Committee. At Deloitte, Kyle is an audit partner, with more than 20 years serving primarily life science, process and industrial companies. He earned his B.A. in economics and business at Lafayette College and his MBA in finance from Columbia University.
Alan D. Sobel, CPA, CGMA: Alan is the managing partner of SobelCo, where he is responsible for facilitating the strategic direction and the day-to-day management of the firm. He provides expertise on financial reporting, tax planning for businesses and high net worth individuals and strategic business planning. He has considerable experience with mergers and acquisitions and delivers added value working with clients on sourcing deals, negotiating and structuring transactions, financial and business due diligence and transaction financing. Alan is the 2020/21 president of the NJCPA. He developed the concept for the Pass-Through Business Alternative Income Tax Act and played the lead role in writing the legislation and making it fit within New Jersey’s tax structure. He is also a member of the American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA). He is the former chairman of the NJCPA Audit Committee and was a former vice president and trustee of the NJCPA and a past president of its Essex Chapter and has served on various committees. Alan was a former adjunct professor of taxation and frequently lectures.
Bill Sorenson, CCISO: Bill is the vice president of strategy of FinTech-CISO at Netgain. Having joined Netgain in 2018, he brings over 25 years of IT expertise with 18 years of cloud computing and cybersecurity leadership. Bill’s focus has been on delivering customer-focused solutions to markets where compliance is a key requirement. He is able to match technology solutions to specific customer and industry requirements and to speak to all levels of organizations, from the most technical users to the C-suite. His broad customer experience allows him to add value to the ongoing partnership that Netgain has with its clients.
Marc Staut: Marc is the chief innovation & information officer at Boomer Consulting, Inc. In this capacity, he helps meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planing, visioning and coaching. A firm believer that technology should be an enabler – something that’s approachable, aligned with and integral to the success of each firm, Marc is known for his ability to create and articulate corporate vision and move teams to embrace it. He is a regular speaker, author and panelist on technology in the accounting profession, cloud computing, mobile tecnology, leadership and vision. Prior to joining Boomer, he was principal and chief information officer (CIO) at CohnReznick.
Sean D. Stein Smith, CPA, CFE, CGMA, CMA, DBA: Sean is an expert and sought-after speaker, focusing on the intersection of financial services, blockchain and cryptocurrencies. He is a regular contributor to IBM’s Blockchain Unleashed website, analyzing applications for blockchain technology on business at large, as well as being a regular expert guest on China Global TV Network discussing blockchain and related applications. Sean is a member of the Advisory Board for the Wall Street Blockchain Alliance, which coordinates with the AICPA in developing standards and reporting frameworks in this emerging area. Sean continuously works with, and consults for, the AICPA and several professional training organizations in the creation and delivery of blockchain and cryptocurrency related content. He is currently under contract to publish two books focusing on blockchain applications for financial services and other industry sectors. Sean is the host of the NJCPA TechTalk Podcast and is a past leader of the NJCPA Emerging Technologies Interest Group.
Ralph Albert Thomas, CPA (DC), CGMA: Ralph Albert Thomas, CPA (DC), CGMA, is the CEO and executive director of the New Jersey Socieyt 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 ofthe “Top 100 Most Influential People in Accounting.” He earned a Bachelor of Science in Business and Economics as well as a Master of Business Administration from Lehigh University.
Anthony F. Vitiello, Esq.: Anthony F. Vitiello is the chairman of the Taxation and Estate Planning Group at Connell Foley LLP. Tony's practice is dedicated to sophisticated tax and estate planning for individuals, businesses, estates and trusts, with particular emphasis on estate and asset protection planning. He uses a personalized and innovative approach in planning estates from $10 million to more than $1 billion, as well as providing advice on significant tax issues for family foundations, closely held corporations, partnerships and limited liability companies. Tony also maintains a substantial practice in gift, estate and income tax audits and controversies. Tony began his legal career with the United States Treasury, providing counsel to the Internal Revenue Service (IRS). During this time, he represented the IRS in the United States Tax Court, handling complex tax controversies including corporate tax disputes, estate tax litigation matters and personal income tax cases. Tony received both his J.D. and LL.M. in Taxation from New York University.
Garrett Wagner, CPA/CITP: Garrett is an industry thought leader on a mission to fuel the entrepreneurial spirit and passion within the accounting industry. With his ability to break free from the traditional CPA box, the entrepreneurial CPA has not only embraced this mindset but is on a mission to help others embrace the skills and knowledge needed to succeed. Garrett’s background includes working at CPA firms; speaking at conferences and events; and consulting for CPA firms across the country, helping them to ignite lasting change by understanding the unique needs of each firm.
Luke Williams: Luke joined New York University Stern School of Business in 2012 as the executive director of the W.R. Berkley Innovation Lab and clinical associate professor of Marketing and Entrepreneurship and was previously an adjunct professor. Luke is also a Fellow at frog design. He is a leading consultant, educator and speaker specializing in disruptive innovation. Luke is the author of Disrupt: Think the Unthinkable to Spark Transformation in Your Business. For more than a decade, he has worked internationally with industry leaders such as American Express, GE, Sony, Crocs, Virgin, Disney and Hewlett-Packard to develop new products, services and brands. Luke is routinely invited to speak worldwide, and his views have been featured in Bloomberg Businessweek and Fast Company and on National Public Radio (NPR).
David Wolfskehl: David is a senior managing director at Whitman Business Advisors, LLC. In this capacity, he ensures the success of his team as well as creates and delivers coaching and training programs that will help clients reach their goals. He has been an entrepreneur and a guide for entrepreneurs throughout his adult life. After graduation from the University of Arizona, David started A Bridgewater Copy and Print. Remaining within the printing industry for the next 17 years, David next started In A Bind, and merged his operation with Action Fast Print. Action Fast Print became the second largest quick printer in New Jersey for 2002 -2004, according to NJBIZ.