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Meet Our Advisory Panel

Our advisory panel brings together executives, thought leaders, practitioners, and technologists from across the profession, each contributing a unique perspective and a shared passion for helping founders build the technology shaping the future of accounting.

Advisory Panel, Executives and Thought Leaders

Erik Asgeirsson

President & CEO
CPA.com

Jim Bourke

CPA, CGMA, CITP, CFF
Managing Director of Advisory Services
Withum

Samantha Bowling

CPA, CFE, CGMA
Managing Partner
GWCPA

Michael Cerami

EVP of Business Development & Alliances
CPA.com

Ellen Choi

Founder and CEO
Edefield Group

Andy Cohen

Partner,
World Innovation Lab

Brian Davis

CPA CFE
CEO
One Stop CPA

Irfan Dossani

CPA, CFE, CGMA
Partner In Charge – Advisory Services
Whitley Penn

Kimberly Ellison-Taylor

CPA, CGMA, CISA
CEO
KET Solutions, LLC

Brian Fox

CPA
Managing Partner
Rockmont Partners

David Frigeri

CPA
Chief Artificial Intelligence Officer
EisnerAmper

Vendela Hale

Lead Manager, Corporate Alliances
CPA.com

Tom Hood

CPA, CGMA, CITP
Executive Vice President
Business Growth and Engagement
AICPA

Randy Johnston

Executive Vice President,
K2 Enterprises

Tricia Katebini

CPA
Partner
GRF CPAs & Advisors

Jonathan Kraftchick

CPA
Partner Innovation
Cherry Beakaert

Brandon Lagarde

CPA
Partner
EisnerAmper

Toni Lee

CPA
Partner
Cain Watters & Associates

Elinor Litwack

CPA
Partner, outsourced Accounting and Advisory Services
GRF CPAs & Advisors

Dan Luthi

Partner and COO,
Ignite Spot Accounting Services

Michael Murray

CPA, CGMA, CFP
CFO
CPA.com

Colette Sharbaugh

VP of Marketing & Communications
CPA.com

Michael Smith

CPA, CITP, MST
Partner
RSM US LLP

Vishal Thakkar

Senior Director, Alliance Management
CPA.com

Nicole Thousand

CPA
Founder & Managing Partner
Thousand CPA Services, LLC

Advisory Panel Alumni

Atif Ansari

CPA, CGMA, CMA, ACMA
Founder and President
Piik Insights

Ron Baker

Founder,
VerSage Institute

Ami Beers

CPA, CGMA
Senior Director — Assurance and Advisory Innovation
AICPA

Adam Bercovici

CoFounder, Fmr. Chief Revenue Officer of
LumiQ

Gary Boomer

CPA, CGMA, CITP
Founder
Boomer Consulting, Inc.

David Cieslak

CPA, CITP
Chief Cloud Officer and EVP
RKL eSolutions LLC

Nicole Davis

CPA
Founder and CEO,
Butler-Davis

Ian Hanning

FCMA, CGMA
CFO
Presidents Choice Bank

Jenni M. Huotari

CPA
Partner, Business Outsourcing and Strategy
Eide Bailly

Kacee Johnson

MBA
Advisor, Board Member & Innovation Partner

Greg LaFollette

CPA, CITP, CGMA
Strategic Advisor
CPA.com

Sharai M Lavoie

MBA, CPA, CGMA
CEO/ Managing Member,
Lavoie CPA PLLC

Adam Luk

CGMA
Head of Finance
Level39

Jorge Olavarrieta

Vice President, Product Management and Design
Intuit

Sabrina Parsons

CEO
Palo Alto Software

Ron Quaranta

CEO
Wall Street Blockchain Alliance

Amy Radin

Author, Marketing and Innovation Executive
former Chief Innovation Officer at ETrade

Bill Reeb

CPA, CITP, CGMA,
CEO and Consultant
Succession Institute LLC

Stacy Robin

Founder,
The Degania Group

Joey Ryan

CPA
CFO
Gilded

Mike Sabbatis

CEO
XCM Solutions

Peter Scavuzzo

Chief Strategy Office,
CBIZ

Brian Stuthoff

Co-founder & CEO
Tally St

Jotham Ty

CEO
Gappify

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