James C. Bourke, CPA, CITP, CFF, CGMA: 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 R. Boutillette, CPA, CGMA, ABV: Frank is a partner based in Withum’s East Brunswick, New Jersey office and has more than 35 years of accounting and auditing experience. He is a licensed CPA in New York and New Jersey, specializing 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.
Alexander K. Buchholz, CPA, M.B.A., CGMA: Alex is an audit partner in the Not-for-Profit and Health Care Practices of PKF O’Connor Davies, LLP. He has eighteen years of experience in public accounting. His areas of specialty include audits of not-for-profit entities, health care entities and special needs clients, cost reporting as applicable to health care and not-for-profit entities, and single audits conducted in accordance with the Uniform Grant Guidance. Alex is also an adjunct professor of accounting at the City University of New York. He serves on a number of professional and academic affiliations and is a board member of the New York State Education Department State Board for Public Accountancy. He has authored articles on accounting, audit, tax and education and he has presented on both a professional and academic level.
Sean Byrnes, CPA, CFA: Sean is the chief accounting officer at Kearny Bank. Based in the Fairfield corporate office, he directs all aspects of corporate accounting, including income tax, financial and regulatory reporting, financial planning and analysis, accounting policy and the allowance for credit losses. Before joining Kearny Bank, Sean was the senior accounting officer for Amboy Bank. Prior to that, he served as managing director/controller for New York City-based Cantor Commercial Real Estate. He is a member of the NJCPA Business & Industry Professionals interest group.
G. Scott Clemons, CFA: Scott joined Brown Brothers Harriman & Co. in 1990, and has held a variety of investment roles at the firm over the past 31 years. His career began in international equities, where he was an analyst and portfolio manager of European and Asian equities, working out of the firm’s New York and London offices. He since broadened his responsibilities into domestic equity management and research, and managed the New York office of the firm’s Private Wealth Management business. In 2010 he was appointed Chief Investment Strategist, and is today one of the firm’s primary writers and speakers on topics related to the economy, financial markets and investing. He is a Chartered Financial Analyst, and a member of the New York Society of Security Analysts and the CFA Institute. Scott serves on the boards of the Morgan Library and the Grolier Club in New York City, as well as the board of the Research Corporation for Science and the Journal of the History of Ideas.
Melissa A. Dardani, CPA, MAcc: Melissa is the founder and managing member of MD Advisory, a boutique forensic firm. She is also the leader of the NJCPA Cannabis Interest Group, a member of the Student Loan Debt Task Force and a member of the Emerging Leaders Council. She has an extensive background in forensic accounting, data analytics, and cash flow analyses, as well as in diagnosing and remediating business problems.
Theresa Hinton: Theresa is the chief operating officer of the NJCPA. She oversees the management of all programs that support the organization's strategic plan, mission and objectives. Theresa provides overall staff supervision as they work to achieve the organization's goals and objectives. She also manages all aspects of budgeting and resource requirements. Theresa has been with the organization for more than 15 years. Prior to her role as COO, Theresa worked with NJCPA chapters, committees and interest groups as director of member engagement.
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.
Gene Marks: 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 6 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.
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 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.
Kathleen F. Powers, CPA: Kathy is the CFO at the Matheny Medical and Educational Center, a licensed special hospital and school serving developmentally disabled individuals, and is the 2021-2022 President-Elect of the NJCPA. In 2018, she was appointed to the Governor's Independent Developmental Disability Fee-for-Service Transition Oversight Board and the Governor's Independent Mental Health & Addiction Fee-for-Service Transition Oversight Board as a representative member of the NJCPA and continues to serve on these boards. Prior to working in the nonprofit space, Kathy worked in public accounting for 17 years, most recently as a senior manager for ParenteBeard, LLC, specializing in healthcare and nonprofit industries. Kathy is a member of several NJCPA interest groups including the Governmental Accounting & Auditing Interest Group, the Nonprofit Interest Group and the Education Foundation Board of Trustees.
Renee Rampulla, CPA, CGMA: Renee is the founder of Rampulla Advisory Services, LLC and has over 30 years of professional experience. She writes and lectures on technical accounting and auditing issues, having extensive experience in the auditing of public and privately held entities ranging from the manufacturing and service sectors to financial services. She was a partner in a regional accounting firm in the northeast. By devoting several years of her career at both regional and Big Four accounting firms Renee accumulated a wealth of technical and practical knowledge. In addition, while working for the American Institute of Certified Public Accountants (AICPA), she performed professional ethics investigations; worked closely with senior technical committees; presented technical guidance before standard setters; and authored and updated several AICPA publications. Renee is a frequently requested speaker and is an instructor and author of several continuing professional education (CPE) courses for the AICPA, the New York State Society of Certified Public Accountants’ (NYSSCPA) Foundation for Accounting Education (FAE), and other organizations.
Donny C. Shimamoto, CPA, CITP, CGMA: Donny is a founder and senior member of IntrapriseTechKnowlogies (ITK) LLC's consulting and management team. He offers diverse experience in IT governance; strategy, planning and budgeting; technical and process project management; business systems application development; financial and systems auditing; knowledge management, including change management and organizational design/alignment; and business process redesign. While working in a Big Four environment and with a variety of businesses since then, Donny gained a wide range of experience in several industries, such as retail, hospitality, state government, defense, nonprofits and education.
Shekhar C. Somaiya, CPA, MBA, PMP, CSM: Shay is the CEO and managing partner at Equus Strategy, LLC, a boutique consulting firm that provides accounting, finance, business, IT and project management advisory and is a NetSuite reseller and certified solution provider. Shay has over 30 years of experience spanning accounting, finance and information technology. Having been a project director and solution architect for Oracle ERP applications, leading and managing projects from startup through execution and closure for over 20 years, he has deep industry expertise in business processes, cloud technology and enterprise software. Prior to becoming an IT professional, Shay worked as an accountant and a controller and performed audits and tax preparation services for high-net-worth individuals in a top CPA firm in NYC.
Heather Sperduto began her career at ADP®, the global human resources and payroll company, as a district sales manager. With a career spanning two decades, Heather steadily progressed through the organization, moving from corporate sales trainer to corporate accountant services lead to her present position as vice president of Sales Operations for the ADP Accountant Channel. Heather has supported the nationwide design and execution of the ADP Accountant Program.
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.
With her delivery of exceptional service and value coupled with innovative technology she ignites referrals from centers of influence to help their clients thrive.
Heather is deeply involved in the community, demonstrating the same passion for volunteering and philanthropy that she does for training her staff and working with her accountant partners. Since 2008, she has been a board member of the Hope for Children Foundation, a nonprofit organization that inspires hope by teaching children and their families how to live happy, successful lives.
Joseph A. Tarasco, CPA: Joe founded the Accountants Advisory Group, LLC to assist the leaders of public accounting firms in structuring and managing their practices to increase profitability, maximize value and achieve long-term success. He advises CPA firms on how to achieve higher levels of competitiveness, profitability and longevity. Joe is experienced in all areas of firm practice management, including succession planning, firm governance, mergers and acquisitions, partner compensation structure, selection of new partners, practice development and career development for partners and staff. When facilitating partner retreats, he draws on his extensive experience to provide partners and practice leaders with effective and innovative strategies to enhance the value of their practices. He began his accounting career with a Big 4 firm and his experience includes 15 years as the managing partner and executive committee member of a 125-person CPA firm based in New York City.
Ralph Albert Thomas, CPA (DC), CGMA: 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.”
Kecia Williams Smith, Ph.D, CPA: Kecia is an assistant professor and director of the Master of Accountancy (MACC) Program in the Department of Accounting and Finance at North Carolina A&T State University (NC A&T). Prior to her role at NC A&T, Kecia served as an assistant professor in the Department of Accounting and Information Systems at Virginia Tech. Her research interests include audit regulation, audit quality, regulatory communications, and auditor judgment and decision-making. Prior to entering academia, she was a senior manager at Deloitte where she led engagement teams in the Technology, Media and Telecommunications practice. Immediately prior to starting her doctoral studies, she was an associate director at the Public Company Accounting Oversight Board (PCAOB) where she created and led the Inspections Training Office that served over 400 inspection personnel.
Harry P. Wills, CPA, CGMA: Harry is a partner with Bowman & Company LLP in Voorhees and the 2021/22 president of the NJCPA. Harry's area of focus is in taxation and the audits of employee benefit plans. His clients include law firms, insurance agencies, construction and manufacturing corporations, wholesalers and distributors, hotels and investment entities. Harry is also a member of the American Institute of CPAs (AICPA) and the Pennsylvania Institute of CPAs (PICPA). He was a former adjunct instructor at Drexel University LeBow College of Business and Rutgers – Camden. He is also a board member and finance chair of Symphony in C and was a past president of the Voorhees Gibbsboro Rotary Club.
Edward K. Zollars, CPA: Ed is a partner with the firm of Thomas, Zollars & Lynch, Ltd, in Phoenix, Arizona. He specializes in tax issues for closely held businesses and individuals. He has served on committees with the American Institute of CPAs' (AICPA) Tax Section and currently serves on the Arizona Society of CPAs' (ASCPA) legislative tax liaison committee. Ed has published tax podcasts on tax matters and is currently producing the weekly audio and video for the Current Federal Tax Developments podcast on current tax matters for Kaplan Financial Education and the related blog with regular tax updates throughout the week. Along with writing, editing and presenting courses for the past 14 years, Ed has written articles published in Practical Tax Strategies and The Tax Adviser. He is a frequent contributor to a number of online professional tax discussion groups, including the NJCPA Member Open Forum.