ILLUMEO - Key Persons


Adam Lean

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Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

Al Cochran

Job Titles:
  • CFO of Amendia, Inc
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Al Cochran recently was named CFO of Amendia, Inc. and Vivex Biomedical, Inc.; sister companies engaged in the medical device and biomaterial sectors. Amendia is a leading provider of innovative Class II and Class III medical devices used in spinal surgical procedures including spinal fixation systems, implants and instruments. Vivex was ...

Al Lewis

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Alice Heiman

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Alice Heiman is a strong advocate for startups and small businesses. She focuses sales leaders on what it takes to get rapid and exponential growth in a business to business environment with a complex sale. For over 20 years, Alice has been helping companies grow. She developed her sales expertise while at her family company, Miller ...

Alison Bossert

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Alison Bossert started her own boutique events company, Final Bow Productions, in 2015 which specializes in Memorial Services and Celebrations of Life. Previously she worked as the SVP of Special Events at Sony Pictures Entertainment where she produced hundreds of film premieres, awards show parties and corporate retreats for the ...

Althaf Haaris

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Aly Meneguzzi

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Amanda Mawhinney

Job Titles:
  • Freelance Writer With a Focus on Organizational Development
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Amanda Mawhinney is an author and freelance writer with a focus on Organizational Development. She has hand's on experience in designing and facilitating team building workshops, leadership trainings and employee development modules. Amanda has designed and facilitated a large assortment of virtual trainings and workshops for thousands ...

Anand Goel

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Seasoned "intrapreneur" and entrepreneur with broad experience in business development, marketing, and analytics. Currently, pursuing my passion of building a consulting firm in the electronic payments industry. Experience CEO : Optimized Payments Consulting - [2007-08 to ... Understanding and Managing Card Payments

Anders Liu-Lindberg

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Andrew B Koski

Job Titles:
  • Partner
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Andrew Koski is a partner specializing in royalty and participation inspections for licensing, royalties, profit participation and contract compliance for film, television, music, consumer products and multimedia. He is a contributing author to an authoritative licensing guide, and instructs classes and speaks on emerging issues related to ...

Andrew Clark

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Andrew is an Enrolled agent and the President of both Andrew Clark Enterprises and Tax CE Publishing. Andrew has been involved in the CPE market since 2010. In addition to writing CPE programs, Andrew provides tax consulting and tax preparation services to clients in the Sacramento region. Andrew is also an entrepreneur and enjoys consulting ...

Ann Bailey

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Anne Beninghof

Job Titles:
  • Consultant
  • Trainer
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Anne Beninghof, an internationally recognized consultant, trainer and author, has more than 30 years of experience in the learning and talent development fields. Her mission is to improve the quality of instruction for learners of all ages and in every field. Known for her dynamic, interactive training, Beninghof has worked in 50 states and ...

Anne M. Marchetti

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Anne M. Marchetti has 25 of years of finance and accounting experience in both private industry and public accounting. Her expertise includes the design, implementation, analysis and optimization of internal control systems as well as corporate governance and risk management programs. As a thought leader in this area, she has spoken at ...

Anthony Griswold

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Anthony is a leadership innovator with more than 20 years progressive Fortune 500 and start up international experience directing a wide range of formal and informal leadership development initiatives including needs assessments, leadership development strategies, critical leader roles, leadership development program management and ...

ArLyne Diamond

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ArLyne Diamond, Ph.D. Professional Biography - May, 2015 ArLyne Diamond, Ph.D. is an internationally recognized Leadership, Management, Professional Development and O-D consultant specializing in people and processes in the workplace. Multifaceted, Dr. Diamond has extensive experience in a wide range of disciplines (business, ...

Ashok Misra

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Ashok Misra, CISSP is a globally renowned e-commerce and security professional with more than 10 years experience in building and maintaining world class merchant e-commerce payments systems, from the largest retailer to the most successful virtual world.

Baxter Denney

Job Titles:
  • View Instructor Profile / Baxter
Denney, vice president of growth marketing at New Relic, is responsible for all demand and digital marketing strategies and programs. Over the years, he has successfully aligned marketing operations, demand and digital functions and drives an organizational culture that supports and rewards innovation and ...

Becky Stauffer

Job Titles:
  • Instructor

Bernadette McClelland

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Bernadette McClelland, Australasia's leading speaker, author, facilitator and mentor on Peak Performance for Small and Mid Businesses through the Art, Science and Psychology of Sales, also founded Sales Leaders Global Pty Ltd, headquartered in Melbourne, Australia. She asks her potential clients: What is the one ...

Bernard Madoff

Job Titles:
  • Investment Securities' Auditor

Bill Akins

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Bill is ACCA Member, Master of Commerce (M.Com) and CA ( ICAEW) Finalist with more than 6 years of Diversified Experience in Audit and advisory firms.

Bill Cates

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Founded by Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions. All of our systems and programs have one overall goal in mind - to increase your revenue without increasing your ...

Blair Cook

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  • Instructor
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Bob Carstens

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Bob spent most of his career in a highly competitive Fortune 50 company. During his tenure in big business, Bob started several new technical businesses and quickly gained a passion for building businesses. He left the corporate world to pursue his love for working with start-ups, small, and medium size businesses. In doing so, Bob quickly ...

Bobby Bateman

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Bobby Bateman has been working with companies for over six years to better manage their policies, procedures, and other business critical documents. He has experienced all sides of compliance and process management through the years. Experience Senior Account Manager : ...

Brad Burgess

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A sales veteran with over 3 decades of combined experience in the A/E/C (Architecture/ Engineering/ Construction) industries, Brad has worked as a draftsman for a photogrammetric mapping firm and held several land surveying positions - including a tour in the U.S. Army as an Airborne Construction Surveyor. For the last 20 (+) years, ...

Brian Babendir

Job Titles:
  • Instructor

Brian Barnier

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Brian Barnier is focused on growth, bringing practical insight to investors, boards and management to help them bridge from strategy to execution. He accelerates improvement in business results by managing risk to performance -- as in sports, the "ultimate differentiator." In the U.S., he is member/principal at ValueBridge ...

Bruce Lynn

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Bruce has acquired over 20 years of corporate and banking experience in all aspects of treasury and financial management. He has successfully tackled major assignments in such areas as treasury operations, cash and working capital management, strategic planning, credit, systems enhancements and other assignments involving financial ...

Burcin Ashkenazi

Job Titles:
  • Managing Director in CNM 's Los Angeles
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Burcin Ashkenazi is a Managing Director in CNM's Los Angeles office with over 16 years of experience in in public accounting, industry, and internal audit. Her primary expertise is Sarbanes-Oxley implementation, walkthroughs and testing, process flow narratives, internal audit and financial reporting. Prior to joining CNM, Burcin ...

C S Bud Kulesza

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Bud Kulesza is a highly accomplished business professional with outstanding multinational, multi industry experience. His financial expertise combined with business acumen and leadership skills have led to his success as a CFO of ITT Automotive, a multibillion dollar global company, Chairman of ITT Industries Canada and a respected leader of ...

Carl Heintz

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Carl Heintz is CPA in Leawood. Kansas. In addition to his CPA practice Carl is also a Certified Entrepreneurial Advisor. Since 2002 he's been a nationally recognized speaker and author for Thomson Reuter's Gear Up seminars. He has also been an instructor in taxation, accounting and data processing at UCLA, USC, and ...

Carlann Fergusson

Job Titles:
  • Coach
  • Executive
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Carlann Fergusson has been an executive coach for over twenty years. She blends her expertise in behavioral psychology, change management, strategic thinking and organizational development to create lasting results. She ensures leaders gain deep self-awareness and eliminate self-sabotaging behaviors. Her guidance is ...

Carlos DI Brico

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Senior professional executive with broad experience in General Management, Shared Services and Finance, gained in diverse industries such as consumer products, industrial products, OTC, energy, telecom solutions and professional services. I have been focused on serving, as a hands-on business partner, the operational areas with proven ...

Carol Akins

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Carol has more 20 years of experience that includes working for a variety of multi-billion dollar public and privately owned companies in the Dallas-Fort Worth Metropolitan area. During that time Carol has gained a wide breadth of knowledge in SOX Controls, managing the close process for A/R, A/P, Fixed Assets, Inventory and the ...

Carrie Foster

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Carrie Foster specialises in the facilitation of coaching, people management and Organisation Development interventions that deliver added value and a measurable ROI to bottom line performance. Creative, fun and engaging she is dedicated to enabling people to have the courage to overcome obstacles to perform in order to deliver the ...

Catherine M. Mattice

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Catherine M. Mattice, MA, SPHR, SHRM-SCP is the President of consulting and training firm, Civility Partners, and has been successfully providing programs in building positive workplaces since 2007. She has published in a variety of trade magazines and has appeared several times ...

Charles Legrand

Job Titles:
  • Founder of CN L & Associates
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Charles Legrand founder of CN L & Associates. My focus is on Coaching Sales & Management Teams, Firefighting challenging Projects, opening new Markets and offices. Well versed in taking ‘challenged' Teams and col- leagues and Training them to be ‘Sales Champions'. I have worked in ...

Charley Kyd

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Cherie Hennig

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Cherie received her Bachelor's, Master's, and Ph.D. degrees in accounting from the University of Colorado. She began her career as an IRS revenue agent in Denver, Colorado and has taught numerous undergraduate and graduate tax courses at University of North Carolina, Wilmington, Florida International University, Colorado State ...

Chris Clark

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Chris Mooney

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Chris Mooney specialises in mindset and resilience facilitation and coaching. His ...

Christopher Demaline

Job Titles:
  • Professor at Central Arizona College
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Christopher Demaline is a professor at Central Arizona College. He has taught accounting for more than 10 years. Chris also provides business start-up and business valuation consulting services. Previously, Chris served as a corporate controller. He has an MBA from Grand Canyon University, a graduate certificate in business ...

Cindy Chapman

Job Titles:
  • Instructor
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Cindy Kraft

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Cindy Kraft is America's leading Career & Personal Brand Strategist for Corporate Finance Executives with 15 years of experience helping clients understand their marketability, articulate their value, and position themselves as the clear and compelling choice. 

 Her clients are among the top echelon of finance gurus who ...

Clarissa Enany Fowler

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Clarissa has over 15 years of corporate and operational finance experience focusing on technical accounting, financial systems, process improvement, and SEC reporting. As a key member of RoseRyan's Technical Accounting Group, she has advised many clients such as NovaBay, Symantec, and Affymax on complex accounting ...

Connie Kadansky

Job Titles:
  • Instructor
  • Sales Coach and Trainer
Connie Kadansky is an exceptional sales coach and trainer who shares with clients how to increase sales and revenue generating bandwidth. She has discovered the art of developing and maintaining a sales process that works. Connie has a passion for helping clients take proactive steps to move the sales conversation forward and make sure the ...

Craig J. Hanson

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Hello students. My name is Craig J. Hanson. I will be facilitating Excel for the hands-on Controller CFO - How to clean up 'dirty' data and enhance your lookup skillset! Throughout this process, I want you all to think of me as an ally. I am here for you to help you understand the material we ...

Craig Lack

Job Titles:
  • Health Care Expert
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Craig Lack is a nationally-recognized health care expert, bestselling author, speaker and CEO of ENERGI and Premium Reduction Strategies. He works with CFOs, CEOs and independent broker consultants. He consults nationwide on establishing Spousal Incentive HRA/MERPs, Deductible Rewards Programs and unique risk solutions through the Select ...

Craig Martin

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Craig Martin began his career in the financial planning industry in 1976 at the New York Life Insurance Company. In response to client demands, Craig moved into the security sales business five years later. By 1990 Craig gave up his license to sell securities because he preferred to work in the best interest of the client, not investment ...

Cynthia Karr

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I am a professional career advisor, working with individuals pursuing a change in their career as well as those interested in general career advice. I listen to my clients and connect with, advise, motivate, and empower individuals as they go through their search process. Having had extensive experience as an interviewer, I help ...

Darrell Littleberry

Job Titles:
  • Instructor

David Cowan

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David Gamalski

Job Titles:
  • Instructor

David Howell

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Summary I lead a nationally recognized practice specializing in the valuation of equity compensation and share based payments for private and public companies. My services help CFOs, directors of financial reporting, management, accountants, shareholders, attorneys, boards, and investors comply with the ... Black Scholes Basics and Beyond

David J. Fionda

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David J. Fionda MS, CPA is a highly accomplished and engaging educator, facilitator, briefing leader and speaker, in live, web and hybrid formats, for universities, professional development organizations and corporations. Dave's teaching experience has included being a member of the faculty at leading business schools Bentley ...

David McIntosh

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Since 1992, David has worked as an strategy consultant, facilitator, and teacher, working in corporate, not-for-profit, and university settings. He designs and teaches management development programs responsible for strategic realignment and effective execution. These interactive, engaging, and conceptually rigorous programs supplement the ...

Deb Hansford

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Deb Hansford, CFPIM, CIRM, CSCP, CLTD, C.P.M., CPSM, is the owner of PreCrest, LLC, a women owned comany specializing in supply chain education. She holds certifications from both from APICS and ISM. Previous to starting her company, Deb worked with manufacturing companies and a major distributor. This foundation provided the ...

Deborah Jenkins

Deborah Jenkins has over twenty years of experience as an Accounting and Human Resources (HR) Professional. She has served in senior leadership roles as well as supporting businesses as a generalist, payroll specialist, training and development provider, and benefits administrator. The variety of industries she has contributed to spans ...

Denise Clayton Delahanty - Founder

Job Titles:
  • Co - Founder
  • Partner
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Denise Clayton Delahanty, MBA, is the Co-Founder and Partner of A&A Leaders Leagues, a key service line of ACCOUNTability Plus, LLC. As the lead culture transformational consultant for ACCOUNTability Plus, Denise works with firms to help them align people ...

Dennis Kushner

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Dennis is an Operational Financial change leader who has led turnarounds and restructuring of small to mid market companies as a CFO, CEO, COO in becoming successful and sustainable businesses. His hands on experience in finance, accounting, operations and business development have enabled him to make a substantial contribution to top line ...

Diana Gilbert

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I have been a member of the RoseRyan dream team since 2008 with almost 30 years of professional experience. I excel at technical accounting, revenue recognition, SOX/internal controls, business systems, and process improvements. I am a Big 4 CPA (inactive) with over twenty five years of corporate and operational finance experience with both ...

Donna Hamlin

Job Titles:
  • CEO of Boardwise, Inc
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Donna Hamlin, Ph.D., is CEO of Boardwise, Inc., a global company providing governance services, including board facilitation, annual board evaluations, education, research and assessment of board directors. She is also founder and board chair of Hamlin Harkins, Ltd., a 38 year old global management consultancy providing services in strategy, ...

Doug Gray

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At root, I am a teacher. Clients call me their "Action Learning consultant" or "Outcome-based coach." I help high-potential leaders and organizations (1) assess their strengths, and (2) make smarter decisions. Passionate and expert about Objectives and Key Results ...

Doug Menendez

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Doug is a talented and seasoned executive with over 30 years of experience in Risk Management, Auditing and Compliance. He brings a wealth of expertise with particular strengths in areas such as Information Technology Controls/Security/Audit, Enterprise & Operational Risk Management, Process Improvement, and Regulatory Compliance. ...

Dr Sally Ernst

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Dr Sally Ernst has a rare and enriched background blending prominent industry research, business leadership, entrepreneurship, board governance, creativity, innovation, investment and government exposure in an international context. Sally has over 15 years corporate venturing, internationalization, startup and governance experience in ...

Dr. Drew Miller

Job Titles:
  • Managing Director of Blockchain Business Consultants
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Dr. Drew Miller is Managing Director of Blockchain Business Consultants, helping companies evaluate blockchain applications, advising and conducting due diligence on Initial Coin Offerings, and running "business strategy wargames" to stress test business plans. Drew worked as Corporate Planning and Development Manager at ...

Dumisani Chirisa

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E.G. Chester

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E.G. Chester is an accomplished executive, instructor, and author with extensive experience in finance, accounting, and auditing. As a Certified Public Accountant (CPA), Certified Management Accountant (CMA), and Certified Fraud Examiner (CFE), he brings a deep understanding of financial and compliance issues to his work. Over the ...

E.J. Hilbert

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Elizabeth Danziger

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Elizabeth Danziger founded Worktalk in 1987 to prepare individuals to write clearly and correctly. Worktalk's trainings, webinars, and coaching sessions equip teams to strengthen credibility, increase influence, and communicate nimbly amid the pressures of constant communication. Worktalk customizes its programs to provide targeted ...

Eric Ball

Job Titles:
  • General Partner at Impact Venture Capital
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Eric is General Partner at Impact Venture Capital, an early-stage tech venture firm in Silicon Valley. From 2005 through 2015, Eric was Senior VP of Finance for Oracle, a $40+ billion provider of the world's most complete, open, and integrated business software and hardware systems. He led a team of 22 in managing the ...

Erin Daiber

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Eve Bretzke

Job Titles:
  • Instructor
  • Business Manager for Advanced Landscape Systems
Eve Bretzke, Business Manager for Advanced Landscape Systems, oversees and implements business management for family-owned construction and service business specializing in ponds, water features, and specialty gardens. Prior to working for the family business, Bretzke worked for Harmonic, Inc., a worldwide leader in video ...

Fiza Imran

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Frank Castillo

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Fred Maxwell

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Fred Maxwell has been teaching QuickBooks 8 years. Mr Maxwell has been the face and voice of RWT OnDemand and CD/DVD training classes since he joined Real World Training. He loves to connect with and help others. His engaging on-screen and voice performance makes learning fun.

Gabe Burke

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Gabe Burke specializes in corporate real estate solutions. He is deeply familiar with the needs of corporate occupiers, both locally and globally. He has experience leading client initiatives across an array of industries and geographies, which allows him to help align their real estate strategy with their business goals. Gabe has advised ...

Garland Granger

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Gerald Gister

Job Titles:
  • Instructor
Jerry Gister has accumulated more than thirty years of sales and sales management experience. He believes that people like doing business with people they like doing business with and shares his experience by teaching the sales competencies he has collected that will help provide the guidance and skills needed for more successful sales ... Creating Sales Conversations That Influence

Geralyn Cassone

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GIANLUCA FAVA

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Gianluca Garbellotto

Job Titles:
  • Instructor

Gillian Hayter

Job Titles:
  • Founder and CEO of Reboot Ltd
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Gillian is the founder and CEO of Reboot Ltd, a coaching and development company. Reboot's tenets are Career, Performance and Results and Gill's work focuses on individuals and teams improving their career prospects, job performance and achieving improved results. Gill works with many professional individuals and ...

Greg Stout - CTO, Founder

Job Titles:
  • CTO
  • Founder
Greg is the CTO of Illumeo. He has been VP, director, and manager in Engineering at various companies and a Systems Engineer at Electronic Data Systems. Greg's passion for education started early while working at a company that brought advanced education to remote high school students using satellites. Greg's experience includes software development, full stack development, databases, applications, professional services, customer support, product management, community websites, R&D, information systems, and embedded systems. He has also founded, invested in and been a board advisor of a number of private companies.

Howard Kotliar

Job Titles:
  • Instructor
  • Expert
  • Search Engine Optimization Strategist
Howard Kotliar is a search engine optimization strategist and online visibility expert. He is owner of Los Angeles SEO Pro Results, a Southern California digital marketing agency that specializes in getting his clients the online visibility they want to bring bring their businesses to the next financial level.

Howard Mannella

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Howard Mannella, CBCP, MBCI, is a seasoned executive in Organizational Resiliency, Business Continuity, Disaster Recovery, Crisis Management and related disciplines. He has been a featured speaker at Continuity Insights, World Conference of Disaster Management, Partners in Emergency Preparedness, International Disaster Conference ...

Hugh Liddle

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Hugh Liddle is THE Sales Wizard at Red Cap Sales Coaching and Elite Sales Academy, where you can learn to make selling easy, fun and profitable. You can double your sales and income in 90 days or less, GUARANTEED. Hugh's clients do it all the time! Hugh's sales training and coaching comes from ...

Ira Klein

Job Titles:
  • View Instructor Profile / Education New York University School of Law

Jack Malcolm

Job Titles:
  • Coach
  • Trainer
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Jack Malcolm is a trainer, coach and author who specializes in sales, presentations and personal communications effectiveness, primarily for Fortune 500 companies. He is the author of two books, Bottom-Line Selling and Strategic Sales Presentations, and writes a daily blog called Practical Eloquence. In almost a ...

Jaime Campbell

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Jaime Campbell, CPA, MBA, CGMA, CTT, MCT Outsourced accounting teams filling in gaps in company accounting departments. · CFO support · Business intelligence and analysis · Forecasting and budgeting · QuickBooks, Excel, and Xero consulting · Excel macro programming

Jake Feldman

Job Titles:
  • Founder and Managing Director of the Global TaxFin Advisory Group LLC
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Jake Feldman, Founder and Managing Director of the Global TaxFin Advisory Group LLC, has over 25 years' international tax, treasury and finance experience in both the corporate and public accounting sectors, providing advisory services in the following areas:  Transfer pricing planning and studies  Tax audit defense

Jan Laudenbach

Job Titles:
  • Instructor

Jane Hennessy

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Jane is an independent banking and payments consultant for global, regional and community financial services organizations. She works on a variety of projects including strategy, marketing and branding, website re-design, training and product development. Jane is on the Board of Directors of Oak Financial Software Corporation, a start-up ...

Jane Lin

Job Titles:
  • Technical Accounting and Financial Reporting Executive
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Jane Lin, CPA, is a technical accounting and financial reporting executive with 25 years of experience serving companies ranging from pre-revenue early-stage companies to $10 billion multinational publicly-listed corporations in the life sciences, software, technology, consumer products, and manufacturing ...

Janet Langenderfer

Job Titles:
  • Instructor
Janet Langenderfer is a leading authority and a true leader in all segments of the payment card value chain. She brings to her practice and profession a rare combination of business acumen, customer focus, and a team-oriented approach to solving problems. She is an accomplished public speaker who brings her comprehensive perspective ...

Jason Dinesen

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Jason self-admits to being a bit of a tax nerd. He loves helping people alleviate their fear of - and frustration with - taxes. He started Dinesen Tax Services as a side business with 3 clients while working a day job in a "cubicle farm" in West Des Moines. The "side business" quickly became something much more than ...

Jason Mefford

Job Titles:
  • President and CEO of Mefford Associates
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Jason Mefford is the President and CEO of Mefford Associates and cRisk Academy. He helps transform executives and risk managers into rock stars. He helps individuals and organizations think different by delivering programs to develop rock stars in audit, ...

Jay Giannantonio

Job Titles:
  • View Instructor Profile / Finance

Jed McLoughlin

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Jeff Beals

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Jeff Beals shows you how to find better prospects, close more deals and capture greater market share. He is an international award-winning author, sought-after keynote speaker, and accomplished sales consultant who is known for his thought-provoking writing and entertaining presentations.

Jeff Lenning

Job Titles:
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In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine.

Jeff Marcoux - CMO

Job Titles:
  • CMO
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Jeff Marcoux is the CMO Lead for Worldwide Enterprise Marketing at Microsoft. He has driven cross product and team collaboration, supported multiple product releases, bringing new products to market, innovative content strategies, channel development, and acquisition integration work. Jeff comes from the marketing automation and consulting ...

Jeffrey R. Allen

Job Titles:
  • Managing Director of the Mariner Group, LLC
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Jeffrey R. Allen, Managing Director of The Mariner Group, LLC, has over 40 years experience in corporate finance, venture capital, investment banking, commercial real estate, securitization, mergers and acquisitions. He brings proven experience to his clients in finance, business planning; transaction evaluation, due diligence, and ...

Jennifer Eversole

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My passion as a business leader comes from a life-long obsession with finding creative solutions to help people solve problems. Helping someone break down and overcome obstacles brings me endless satisfaction. As a Certified Public Accountant, I spent ten years as a Chief Financial Officer for a software and services company, where I ...

Jennifer Flaa

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Jennifer Flaa is a visionary entrepreneur with a 20+ year track record of success launching new tech companies and creative ventures. She is currently the CEO of both Vettanna and The Bird Commission Jennifer began her career testing space flight hardware and communications systems at ...

Jennifer Hancock

Job Titles:
  • Founder of Humanist Learning Systems
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Jennifer Hancock is a bestselling author and founder of Humanist Learning Systems. She is a renowned expert in the world of Humanism, known for her unique approach of combining dignity, compassion, and science-based techniques to create positive workplace cultures and eliminate bullying, harassment, and discrimination. With a background in ...

Jennifer Louis

Job Titles:
  • National Accounting Instructor
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Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and "soft skills" topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization's professional training needs. ...

Jennifer Nicholson

Jennifer Nicholson CPA, CA Jen is a founding partner of Executive Finance Partners, is co-host of the CPA Success podcast and is an international speaker and educator. She helps finance professionals evolve from technical specialists to executives and move from the cubicle to the corner office. She is a CPA, CA ...

Jenny Kotake

Job Titles:
  • Instructor

Jerry Hartzog

Job Titles:
  • View Instructor Profile

Jessica Butler

Job Titles:
  • Founder of Attain Consulting Group
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Jessica Butler is the founder of Attain Consulting Group, a deduction and chargeback management advisory firm. Creating Attain in 2004 after discovering her passion and talent for helping companies reduce chargebacks & deductions, Attain Consulting Group provides practical, experience-based solutions in all areas of the deduction ...

Jim Frazier

Job Titles:
  • President of Take Charge Seminars
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Currently, Jim Frazier is president of Take Charge Seminars, a training company specializing in seminars, webinars and publishing on sales and use taxes and other accounting topics. Since 2005, he has been writing and publishing one of the only sales tax blogs in the world, The Sales Tax ...

Joan Capua

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Joan Capua is a Talent development professional with deep cross functional experience adept at building environments that engage individuals and teams in sales and enable them to exceed their desired performance goals. Cross functional experience adept at building environments that engage individuals and teams and enable them to ...

Joe Helstrom

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Joe has over 30 years of experience as a CPA in both public accounting and industry with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters and strategic planning. After graduation from Butler University with a degree in Accounting, Joe got his start at Ernst ...

Joe Knight

Job Titles:
  • Senior Consultant With the Business Literacy Institute
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Joe Knight, Partner and Senior Consultant with the Business Literacy Institute, is a highly regarded finance and business literacy keynote speaker and trainer. Joe trains managers and leaders at Fortune 500 companies such as Electronic Arts, NBC News, General Electric, Granite Construction and UTC Aerospace Systems. Joe's ...

Joe Longobardi

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John Hoskins

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John began his career selling sales and sales leadership training with Xerox Learning Systems. First appointed an account executive in the firm's Toronto office, he was subsequently named regional sales manager, general sales manager, and, ultimately, Director of U.S. Sales ...

John J. Hall

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John J. Hall, CPA John J. Hall, CPA is the founder and President of Hall Consulting, Inc. and the author of The Anti-Fraud Toolkit and the award-winning book "Do What You Can! Simple Steps - Extraordinary Results" John ...

John Kogan - CEO, Chairman, Founder

Job Titles:
  • CEO
  • Chairman
  • Founder
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Twice CEO, CFO at five technology companies, a finance Executive at Cardinal Health, and a finance and accounting professional at AlliedSignal and Cisco Systems. I have raised over $100M in equity capital and debt and have played leading and support roles in numerous buy and sell-side transactions for both public and private companies. In ... Illumeo CEO, John Kogan noted "in today's fast-paced business environment, it is too easy for individuals to stall in their roles, and for organizations to fail to get the best out of their workforce. Expertise Management ensures that professionals develop skillsets that help them thrive at their current job and build long-term career success. Sophisticated reports, dashboards and tools empower them to work directly with their managers to ensure every minute of effort is directed at needs that will be highly valued by their current company, and effective at building long, successful careers." "The time is now for every professional to become an expert," concluded Kogan. "With the Illumeo Expertise Management platform, every working professional can be an expert at their job, and every company can build expert teams, comprising professionals who are actively managing their expertise, delivering exceptional results for all. This is the future of professional development for working professionals and their companies." John is CEO of Illumeo. John has been CFO at five companies and COO at two, a finance executive at Cardinal Health, and held numerous finance and accounting roles at AlliedSignal and Cisco Systems. John's passion has been professional development for himself and his teams since his first job, and he has pioneered and led organization-wide learning at a number of companies, large and small. He has founded, invested in and been a board member or advisor of a number of companies and non-profits. John volunteers his time at a variety of non-profit organizations. John has an MBA from the Fuqua School of Business at Duke University and a B.A. in Economics from Connecticut College.

John Michaelson

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John drives worldwide growth by developing strategic plans and managing tactical execution through teams that understand enterprise customers needs and buying patterns. He has extensive experience driving B2B sales and marketing programs for hardware, software, and SaaS solutions in industrial, defense, municipal, and ...

Jon Fay

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Jon is an Instructor, Harvard Extension School, where he teaches graduate-level courses in business strategy and behavioral economics. He is also an Instructor for Harvard's intensive Professional Development certificate programs, where he designed and co-leads the Advanced Strategy Program. Previously, ...

Jonathon Kimball

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Joseph Eppy

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Joe Eppy, a native of Ohio and proud graduate of The Ohio State University, is the president and Chief Visionary Officer of The Eppy Group. Joe and his firm help clients with many facets of financial planning such as: retirement maximization strategies, business solutions, philanthropic fundraising, college funding options, estate planning ...

Joseph Greco

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Joshua Madsen

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  • Assistant Professor of Accounting at the University of Minnesota Carlson School of Management
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Joshua Madsen is an assistant professor of accounting at the University of Minnesota Carlson School of Management and teaches intermediate accounting and financial data analytics for undergraduate business majors. His research focuses on the effect of financial disclosure on the dissemination of information. Professor Madsen received a Ph.D. ...

Julie Hansen

Job Titles:
  • Sales Professionals
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Julie Hansen helps sales professionals craft and deliver winning sales presentations and demos that stand out from the competition, resonate with today's busy decision-makers, and speed up the sales cycle. A recognized thought-leader, Julie applies best practices from business and the performing arts, as well as the latest in ...

Julie Keenan

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I've facilitatd leadership, professional development, and insurance studies courses at GEICO for the last 15 years. In 2016 I created the Well-Being Series to help people deal with day to day pressures and demands more effectively. All workshops are based on Positve Psychology strategies from the leaders in the field ...

Karen Anderson

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Karen Anderson has been involved in the unclaimed property industry for over 26 years and has been in the forefront of the movement to provide businesses with practical compliance and penalty avoidance training and education. In her current position, Karen researches, creates and maintains compliance-related data, guides clients in achieving ...

Katarina Azib

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As Head of Treasury, I'm directly connected with the banks, various external partners as well as the core Company's Business in order to optimize the cash management, improve the cash flow forecasting, negotiate better investment and financing conditions, secure the company's liquidity with currency hedging or bank ...

Keith Bergman

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Expert in derivative and hedging accounting in both GAAP and IFRS. Over 30 years in treasury accounting spanning banks, tech companies, and operating companies. Deeply experienced in cash management, cash positioning and cash flow forecasting. Globally providing treasury consulting and training to global 1000 companies (e.g. Dow, IBM, BP, ... Managing Foreign Currency Exposures Through Effective Hedging

Kendall MacRostie

Job Titles:
  • View Instructor Profile / Attorney in the South Bay Focusing on Resolving and / or Preventing Real Estate, Commercial, and Employment Disputes.

Kenneth Fick

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  • Instructor

Kenneth Infante

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I'm a Certified Public Accountant with interest in data analysis and data visualization. Excel is my favorite and go-to tool. So much that I took Microsoft Excel Expert Certification and passed it with flying colors. I'm also a Certified Xero Advisor. I'm passionate with technology especially accounting-related ...

Kenneth W. Boyd

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Kenneth W. Boyd is a former Certified Public Accountant (CPA) and the author of several of the popular "For Dummies" books published by John Wiley & Sons including 'CPA Exam for Dummies' and 'Cost Accounting for Dummies'. Ken has gained a wealth of business experience through his previous employment as a ...

Kimberly Kovacs

Job Titles:
  • Founder of OptionEase
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Kimberly Kovacs is the founder of OptionEase, the leading network connector for complex equity compliance applications delivered on-demand via software-as-a-service (SaaS) which was purchased by Solium Capital (SUM.TXU) in November 2012. For the second year in a row, OptionEase was honored by INC Magazine as one of the fastest growing ...

Kirk Armstrong

Job Titles:
  • Owner of Armstrong Sales Coaching
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Kirk is the owner of Armstrong Sales Coaching. He is a trainer, speaker and communications coach with more than 20 years' experience in the areas of sales, management, strategic planning, interpersonal communications, and team building. With extensive roles in sales, sales management, sales development and ownership, he ...

Kreg Brown

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Krissi Barr

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In its 14th year of helping business & individuals succeed, Barr Corporate Success works with start-ups to Fortune 50 companies. Barr helps companies identify, implement and achieve their goals. Barr is a results-oriented consulting firm that delivers cultural transformation, visioning, strategy and execution, ...

L. Keith Jordan

Job Titles:
  • Certified Public Accountant
L. Keith Jordan is a Certified Public Accountant based in Texas. He has been an accountant for over 40 years and has been a Controller in both industrial and academic settings. Mr. Jordan maintained a sideline practice for many years, and was a QuickBooks ProAdvisor for more than 18 years. He joined the Certified ProAdvisor program ...

Laszlo Gyorffy

Job Titles:
  • President of the Enterprise Development Group
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Laszlo Gyorffy, M.S. is President of the Enterprise Development Group, an international consulting and training firm headquartered in Silicon Valley. For over 20 years, Laszlo has worked with organizations around the globe to expand the possible; helping them refocus, redesign, and reenergize their business strategies and ...

Laura Fisher

Job Titles:
  • Founder and Managing Director of Silicon Valley Treasury Consulting Group
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Laura Fisher is the Founder and Managing Director of Silicon Valley Treasury Consulting Group (www.svtreasury.com) and is a Registered Investment Advisor in the State of California. As an independent consultant since 2002, Laura advises clients in the areas of ...

Lawrence Maisel

Job Titles:
  • President of DecisionVu Group, Inc
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Larry Maisel is President of DecisionVu Group, Inc., a management consultancy specializing in Corporate Performance Management, Financial Management, and IT Value Management. He is a seasoned business executive who has successfully demonstrated abilities to provide leadership in Strategy and Financial Management, and Information Technology ...

Lisa Ann Landry

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Lisa Ann Landry, MSM, is an ORIGINAL, ENTERPRISING, and FORWARD-THINKING social media strategist. I've been a strategist ever since I was a little girl. You can't imagine how long it took me to recognize this as a talent. As a social media strategist, I take a range of social media and e-mail tools and ...

Lynn Fountain

Job Titles:
  • Instructor
  • National Accounting Instructor
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Ms. Fountain has over 40 years of experience in the business profession, which includes public and industry accounting and over 20 years within internal and external auditing combined. She is a nationally recognized trainer and speaker and also a published author. She is a subject matter expert and specializes in Internal Audit, ...

Lynn Larson

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Lynn Larson, CPCP, has more than 15 years of Purchasing Card experience. In January 2014, she founded Recharged Education LLC, which focuses on Commercial Card training, consulting and educational resources; learn more at: Diversifying a Payment Strategy with Purchasing Cards and Electronic Payables

Mac Martirossian

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Born and raised overseas, Mac immigrated to the United States at the age of 13, speaking three languages. He graduated with honors from Long Island University's School of Professional Accountancy and spent 12 years of his career with the New York and Dallas offices of Price Waterhouse, first in audit and then management ...

Malak Kazan

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Malak is Subject Matter Expert for ERI Economic Research Institute. She has more than 25 years of experience in global human resources, total rewards and HR technology. Malak has worked in a variety of industries including pharmaceuticals, agricultural chemicals, financial services, telecommunications, media and entertainment, professional ...

Manish Gupta - CFO

Job Titles:
  • CFO
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Manish is a CFO & emerging CEO, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience. Manish is and energetic, ambitious and result-oriented professional, has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic ...

Marc Lacroix

Job Titles:
  • Managing Partner of RTM Consulting
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Marc Lacroix is a Managing Partner of RTM Consulting with a proven track record in achieving Professional Services organizational growth and operations improvements in a variety of companies. Marc has extensive expertise in PS organizational strategy, delivery methodology development, resource management, professional services automation ...

Maria Jalal

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Mariam Avetisyan

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Master's degree in Management ACCA Member since 2018 Certified Auditor Member of the Audit Committee ACCA Tutor Currently, working as an Audit Manager in one of the International Network Accounting Firms.

Marilyn Mcgraw

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Dr. Marilyn is the Founder and Chief Excellence Officer of Excellence At Work. Backed by over 20 years experience in organizational effectiveness and leadership development, she currently directs Excellence At Work's operations. Her role focuses on creating measurable outcomes through individual and corporate coaching, speaking ...

Marina Bongi

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Marjorie Derven

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With 20+ years of expertise consulting with top tier companies across industries that include consumer products, energy, financial services, food and beverages, healthcare, pharmaceuticals and technology, Marjorie Derven is dedicated to helping organizations align talent with business strategy. She brings an organizational effectiveness ...

Mark Graham Brown

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Mark Graham Brown has been consulting with organizations on improving performance since 1979. He is the author of many books on analytics/performance metrics and improving organizational performance. His clients include some of the most respected organizations in the world, including Pfizer, Verizon Wireless, Inter-American ...

Mark Lubin

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Mark Lubin is a tax attorney and CPA whose practice focuses primarily on international tax, M&A, joint ventures, restructurings and other areas of taxation important to companies operating globally and other complex or growing businesses. Mark is presently Special Counsel to Chamberlain Hrdlicka. He has also been a partner ...

Mary Driscoll

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Mary Driscoll leads the financial management research practice at APQC (American Productivity & Quality Center), a non-profit business benchmarking and research organization. In this role, she is responsible for identifying and disseminating best practices and metrics used to improve the effectiveness of the office of the CFO. Driscoll ...

Matt Evans

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30 years of experience as an Auditor, Analyst, Financial Manager, Controller and Consultant in all three sectors: Private, Public, and Non Profit. Professional certifications include: CPA, CMA, and CFM. Professional education includes the Wharton Business School, J. L. Kellogg Graduate School of Management, Six Sigma Green Belt, Certified ... How to Build a Balanced Scorecard Analytical Models, Tools and Techniques

Matt Justice

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Matthew MacNeil

Job Titles:
  • Director of Solutions Engineering for Avalara Certcapture
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Matt MacNeil is currently the Director of Solutions Engineering for Avalara Certcapture. He has been involved in Sales tax consulting for the last 10 years with specific emphasis on developing new solutions for clients with exemption certificate issues. Previously he was Vice President of Tax Technology Services, LLC a tax consulting and ...

Melisa Galasso

Job Titles:
  • Founder and CEO of Galasso Learning Solutions LLC
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Melisa Galasso is the founder and CEO of Galasso Learning Solutions LLC. A CPA with over 20 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting. She also supports essential professional development, ...

Michael Brozzetti

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Michael is an accomplished expert in the areas of assurance, risk, and compliance who helps organizations identify and respond to risk in ways that improve operational and financial performance. For over 15 years, Mr. Brozzetti has served as a trusted advisor to Fortune 500 and middle market corporate clients to evaluate, design, and ...

Michael Capristo

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My career is built on diversity spanning four industries over thirty years. I have extensive background training Executives and their teams to be successful in demanding, fast-paced, customer focused arenas. Companies I've worked with include; Holiday Inn Worldwide, The Estee Lauder Companies, Creed Fragrances of Paris and The Neiman ...

Michael Dennis

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Many time Credit Manager for both private and public companies including several Fortune 500 companies. Expertise in credit, collection, negotiations, bankruptcy, use of security and collateral, and letters of credit. Provides consulting services to creditor companies. Publisher of the Encyclopedia of Credit (online). 2014 Credit Manager of ... Effective Communication in Credit and Collections: What You Don't Know Can Hurt You! Credit Department Automation: Is This The Right Time?

Michael McDonald

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Michael is a finance professor at Fairfield University in Connecticut. He holds a PhD in finance from the University of Tennessee and his work has been quoted in the Wall Street Journal, CNN, Nasdaq.com, Bloomberg, Reuters, and many other outlets. Michael is the President of Morning Investments, a consulting firm headquartered in ...

Mike Goulding

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Mohamed Abdelgelil

Job Titles:
  • Instructor
Mohamed is an Internal Audit, Risk, Compliance, Forensics, Accounting and Finance leader with more than 19 years of experience at Big 4 audit firm and large/medium enterprises at Middle East region, during his tenure he has undertaken several assignments for major national, and multinational entities in many countries including USA, UAE, ...

Moshe Kravitz

Job Titles:
  • Corporate Finance
  • Executive
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Moshe Kravitz is a corporate finance executive with 12 years of experience as an educator and 13 years of analytics/finance experience. He has held actuarial positions at CNA and Buck Consultants and his current position is as Director of Finance at a major telecommunications-energy company. Moshe has a passion for helping others to improve ...

Mr. Anthony S. Chan

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Mr. Anthony S. Chan, a former Board Member and Vice President of the New York State Society of CPAs, is a seasoned CPA and finance executive with over 30 years of professional experience in auditing and SEC reporting, internal controls, compliance and risk management, financial due diligence, business restructuring, margins improvement, ...

Mr. Sajid Iqbal

Job Titles:
  • Corporate Trainer, Business Coach, Instructor
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Sajid Iqbal: Corporate trainer, Business coach, Instructor, ACCA, CPA, CMA and MSc. Mr. Sajid Iqbal has been teaching diligently for over 12 years, reaching out to students across the globe. He comes with an enriched experience in the field of accounting, finance and management, starting with his article ship in KPMG, a renowned ...

Nathan Gold

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Nathan Gold, also known as The Demo Coach, hails from the San Francisco where he spends his days coaching people around the world on how to prepare for high-stakes presentations through workshops, keynotes, and 1:1 sessions both in person and online. Gold has personally delivered over 15,000 presentations and 12,000+ hours of professional ...

Nathan Matthews

Job Titles:
  • Founder and Managing Partner of CNM LLP
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Nathan Matthews is the Founder and Managing Partner of CNM LLP with over 20 years of public accounting experience. Prior to founding CNM, Nathan worked at Arthur Andersen and Ernst & Young, during which he assisted companies through the initial public offering (IPO) process by providing a wide range of advisory services including ...

Neil Ihde

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Neil Ihde is a speaker, lecturer, consultant and founder of Life IQ where he motivates groups and individuals to work, play, relate and live intelligently. He has worked with numerous managers, directors, corporate leaders, and teams to improve their personal and professional effectiveness. Neil has worked with twenty Fortune ...

Nicholas Mitrakis

Job Titles:
  • Instructor
  • Corporate Controller, USA & Latin America at WSP USA
Nicholas Mitrakis is currently Corporate Controller, USA & Latin America at WSP USA a listed, global professional engineering services firm. He is also co-founder and partner at Project HQ LLC an advisory services firm. He was previously the Global CFO and COO of K2 Partnering Solutions, a global IT consulting and staff augmentation ...

Nola Masterson

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Experience Managing Director : Science Futures Management Company LLC - [1983-01 to Current] Sit on Board of Directors for Public and Private companies in the biotech and pharmaceutical industry Education MS in Biology, Biological Science : George ...

Norman Katz

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From 1985 through 1995, Norman Katz had career positions from Programmer to Business Systems Analyst to Information Technology Manager while working for recognized brand-name companies including Fotomat, Tropicana Products, Hanes, and Gitano. Norman decided to chart his own course and started Katzscan Inc. on January 1, ...

Pascal Levensohn

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Patricia Fripp

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When your message must be memorable, your presentation powerful, and your sales successful, you are well-served by calling Patricia Fripp. For over thirty years she has helped executives and sales teams gain a competitive edge. Good presentation skills are no longer simply a nice skill to have; they make the difference in career and business ...

Patricia McCarthy

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Patricia McCarthy has been in software training for over 24 years and her client list includes the Indiana CPA Society which awarded her its Outstanding Discussion Leader award. Patricia is a graduate of the College of the Holy Cross in Worcester, MA and also holds a M.B.A. from Babson College in Wellesley, MA. She has ...

Patricia McMillan

Job Titles:
  • View Instructor Profile / Patricia McMillan
, MBA, CPC, President & CEO McMillan Consulting LLC Patricia is currently managing the company she founded, McMillan Consulting LLC, in New York. Formerly, Ms. McMillan served as Chief Credit Officer of Empire State Bank in New York, Relationship Manager and Senior Vice President ...

Patrick Garvey

Job Titles:
  • President and Founder of Emerald Strategic Advisors
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Patrick Garvey is president and founder of Emerald Strategic Advisors, whose mission is to help medium and small businesses sell or recapitalize their business and to assist acquisitive businesses with their acquisition activities. Emerald's current clients include a software company seeking capital or partners for U.S. expansion and a ...

Patrick McCormick

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Patrick McCormick is one of the United States' pre-eminent international tax authorities, publishing his first treatise on nonresident tax in 2021. Patrick is a globally recognized international tax speaker, regularly giving programs to audiences around the world (both in person and virtually) on all aspects of international tax ...

Paul Meyer

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Penny Guyon

Job Titles:
  • Founder of Firefly Media
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Penny Guyon is the Founder of Firefly Media, established in 2001 in Los Angeles following several years working as a PR executive in the global music industry. Firefly Media specializes in marketing and communications for music and filmed entertainment, as well as brands in health + wellness, lifestyle, art and culture. Guyon has built a ...

Peter C. Freeman

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Peter C. Freeman has over 35 years experience in financial management, creating financial infrastructure and raising capital for established, startup, and turnaround companies. He has arranged financings with a total value exceeding $1 billion, including private equity, angel investor fundings, real estate loans, revolving lines of credit, ...

Peter Goldmann

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philip horvath

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philip has always explored the edge. His passion for the future and the potential of humanity to use its resources and capacities toward a generative planetary civilization have driven him to expand his experience across the spectrum of culture creators: educators, artists, activists, entrepreneurs and intrapreneurs. For several ...

Rachal Allred

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I am a licensed CPA in Nevada, with experience in all facets of accounting, payroll, personal and small business tax returns. My background in public accounting and private industry gives me a unique set of skills allowing me to look at situations both from a business perspective as well as an individual. I am always reading and studying as ...

Rami Eldokany

Job Titles:
  • Instructor

Randall Bolten

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An accomplished executive who has directed the financial operations of public companies and startups, and interacted with many boards of directors and investors, Randall Bolten is the author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You." Passionate about the importance of ...

Randall Hylek

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Executive with over thirty-five years experience in managing complex financial situations involving profit improvement, financial reporting, acquisitions, divestitures, domestic and foreign taxation, SEC compliance, treasury, FP&A and Sarbanes-Oxley implementation. Responsible for managing a finance team of 25 with direct and indirect ... SEC Comment Letters: A Primer for Corporate Finance

Randy Dean

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Randy Dean, the "Totally Obsessed" time management technology guy, is a professional speaker and sought-after expert on time & e-mail management, effective organization, and the related use of technology. For more than 20 years, Randy has been leading training and speaking programs and presentations for major corporate, ...

Randy Lewis

Job Titles:
  • View Instructor Profile / LP Valuation, LLC

Raveendran Madappattu

Job Titles:
  • Instructor

Ravi Madappattu

Job Titles:
  • MCA IT & Finance Consultant
Ravi Madappattu CPA, CGA, CISA, CIA, PMP, MBA, MCA IT & Finance Consultant, Ravi started his career in Indian commercial banking immediately after his graduation. Soon he moved to central banking and gained experience in foreign exchange, currency issue, banking regulations, regulatory inspections/audits and ...

Rebecca Green

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For the past twenty years I have been serving as a testifying expert in local, state, and federal jurisdictions within the United States; qualified in Digital Forensics and Electronically Stored Information, or ESI. I have been blessed to serve Fortune 500 clients in the pharmaceutical, commercial ...

Rebecca Linquist

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Speech, Voice, American Accent & Executive Presence Coach, English by the Hour: www.englishbythehour.com Rebecca Linquist provides speech coaching to a diversified clientele of foreign-born professionals and non-native American English-speaking executives who live, work and practice in the ...

Reid Conrad

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Rene Kamstra

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Rene Kamstra is one of the world's top speakers, with a focus on personal and corporate growth for business leaders. Rene has worked with over a hundred CFOs in diverse industries including Corelogic, VISA, YMCA, MBA program 2013-2014 at Morgan State University, Tony Robbins, Mighty Auto Pro and many other large and small companies. ...

Rich Braen

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Rich has over 30 years of Financial FP&A and pricing experience in the computer industry. Prior to his role as a consultant, he was Senior Director of IT and Services Finance at Symantec. He has held roles as Financial Controller at Hitachi GST and Division Controller at the IBM Storage Business Unit. Over the past 15 years, he has ...

Richard Barr

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Richard holds a B.S. in International Business Administration from San Jose State University in California. His professional experience spans over 25 years. The first 5 years were spent with Wells Fargo Bank. Another 5 were spent honing his global banking skills, when Richard was intimately involved with International Trade Finance, ...

Richard Bond

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A results-based recruiter of Finance, Treasury and Pricing professionals, who founded Bond & Company Executive Recruiting and Search in 1986 because hiring managers had a need for contingency recruiting and retained search. Rich finds candidates quickly, saving executives time, and helps companies find people who help drive positive ...

Richard Cascarino

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Richard Janney

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For the last 10 years, Richard worked at various companies in the Bay Area where he was a Vice President to Chief Financial Officer -- involving substantial mergers and acquisitions. Richard is currently consulting at the executive level for Trident Microsystems, Inc., where he is assisting with the company's wind down and assisting a ...

Richard S. Lehman

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Richard S. Lehman, Esq. is a graduate of Georgetown Law School and obtained his Master's degree in Taxation from New York University. He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney of the Interpretative Division in the Chief Counsel's Office of the Internal Revenue Service in ...

Rita BasuMallick

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CPA, with over 15 years of experience in Investment Accounting, across Fund Administrators (State Street, SS&C Technologies), and Fund Services. Rita is also an MBA from NYU Stern, with a major in financial market and instruments. With all these years in Fund accounting, she worked on several different portfolio accounting products, ...

Robert Brancatelli

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  • Instructor

Robert Helfrich

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  • View Instructor Profile

Robert Minniti

Job Titles:
  • President and Owner of Minniti
  • View Instructor Profile
Bob Minniti is the President and Owner of Minniti CPA, LLC. Bob is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator. Bob is currently pursuing a doctoral degree ...

Robert V. Hawn

Job Titles:
  • Attorney
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Robert V. Hawn is an Attorney at Strategy Law, LLP. Bob's practice emphasizes technology start-up companies, with a special emphasis on technology transfer, development, and distribution transactions. He has worked with companies in the software, semiconductor chip design, internet, network security and administration, video game, ...

Roberto Bonifanti

Job Titles:
  • Instructor

Roger Jacobi

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Roger is a successful entrepreneur who has created several businesses from the ground up, with focus on the healthcare industry. Since the late 1980s, he has focused on management and leadership of day-to-day operations, sales and marketing, financial performance and customer service, giving him the skills to run an effective business. His ...

Ron Dimon

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For over thirty years Ron has been involved in Finance Systems and Processes, from his first job at Deloitte, Haskins + Sells as a 19-year-old programmer writing the Journal Entry subsystem for a trial balance program, through Lotus 1-2-3, Accpac (now Sage), and custom-developed systems (like BOX, the Broker of Obligations and ...

Ronald A. Kiima

Job Titles:
  • Instructor
  • President of Kiima Incorporated
  • Ronald a. Kiima CPA President
Ronald A. Kiima CPA President, Kiima Incorporated Former SEC Assistant Chief Accountant Ronald A. Kiima CPA is President of Kiima Incorporated, a boutique consulting firm specializing in SEC accounting and disclosure issues, SEC registration statements and periodic reports, SEC compliance reviews, comment letters and ...

Russ Harju

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Russ Harju, CMA, FP&A, CTP, CIA is a corporate finance leader, with experience in FP&A, Internal Audit, Risk Control, and Compliance Examinations. His first experience with Finance was aboard a Nuclear Submarine, in the US Navy - working as a Supply Logistics / Inventory Control specialist for 4 years. Following his time in the ...

Ruthann Laswick

Job Titles:
  • Instructor

Sam Manfer

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  • Instructor
Sales Mastery and Sam Manfer Since 1995 Sam Manfer has been training tens of thousands of sales people and sales managers and consulting in various industries all over the world. His client list is a Who's Who of Fortune 500 and smaller companies. Sam Manfer conducts customized seminars in all aspects of ... Effective Sales Calls and Winning Presentations: Part I Interviewing Effective Sales Calls and Winning Presentations: Part II Presenting, Overcoming Objections, and Gaining Commitment How to Develop, Spot, and Leverage Buying Triggers Selling at the C-Level and Developing Executive Relationships Getting Past Gatekeepers and Sales Blockers

Samuel Jones

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Sanjoy Choudhury

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Sanjoy Choudhury is a multi-skilled Treasury & Financial Risk Consulting & Training Professional with extensive knowledge and experience of Pricing, Valuation, Financial Derivatives Modeling, Hedging & Risk of Interest Rate, FX, Equity, Commodity & Credit Derivatives including financial research & analysis with a rich ...

Sarah Andresen

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Named by CakeHR as one of the top HR analytics experts to watch, Sarah Andresen is a recognized thought leader in HR/People research, benchmarking, and analytics. She has been featured in publications such as Fortune, The Telegraph, HR Director, HR Technologist, and TLNT. Sarah has over 15 years experience in human capital ...

Saverio Corrieri

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Scott MacDonald

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I am a CPA with over 43 years of experience. I worked for 2 of the largest public accounting firms in the world, yet have significant real-world industry experience. I will help any company save money and become more efficient. I will instantly increase your cash flow from the proper management of accounts receivable and design a system that ...

Shashi Mohan

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Fellow member of the Institute of Chartered Accountants of India (Year 2000 batch, Rank Holder at National Level). In past 14 years, I have worked with few large companies in manufacturing (Middle East), retail (Middle East), telecom (India), Software (India)and also extensively engaged with many startups/SMEs in India from different ...

Shirley Brickous

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  • Instructor
Shirley Brickous, on the surface, is an extremely accomplished payroll professional at Apollo Education Group, with 26 years' experience in the payroll and human resources field. Shirley received her B.S. in Accounting from the University of Phoenix. She then went on to complete her Master's Degree in Accountancy at University of ... Introduction to Payroll Accounting Fringe Benefits? Are They Taxable or Non-Taxable Income to the Employee? Methods of Payment for Wages

Shyam Desigan

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Silvia Aguirre

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  • Chief Certificate Officer
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Silvia Aguirre is currently the Chief Certificate Officer at Avalara where she manages the product direction of the CertCapture suite of products. She is the co-founder of Avalara CertCapture. Silvia was previously co-founder and Principal of Tax Technology Services, LLC (TTS), where she had overall responsibility for the operational ...

Stanley Epstein

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Stanley holds a Masters degree in Economics and a BCom. degree in Accounting from the University of South Africa, Pretoria. He has extensive and wide ranging banking and IT experience, including 33 years with the Standard Bank of South Africa, where during the 1990s he filled an industry level role holding several key positions in the area ...

Stephen Karski

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A seasoned professional in the learning and development area focusing much of his career in the insurance and financial services field. Steve has held various roles including sales, sales management, and training leadership. He is passionate about coaching and mentoring others to help them maximize their effectiveness and improve personal ...

Stephen Levitt

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Steve Bistritz

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Steven Horan

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Sunish Mehta

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Sunish is an International Speaker and the Founder of Mindful-CPA Mindful-PRO and has over 25 years of experience in Advisory and Assurance services. His professional experience includes working with EY, PwC & IBM Global Business Services. He has also instructed courses in Financial Auditing and Accounting on an adjunct basis for ...

Sylvia Lafair

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  • Instructor
  • President of Creative Energy Options
Sylvia Lafair, Ph.D, President of Creative Energy Options (CEOinc) is an internationally recognized expert on workplace relations with a strong focus on resolving organizational conflict. She is a senior leadership educator, executive coach, speaker, and award winning author. She has been named one of the 200 thought leaders to follow in ...

Taj Baker

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Taj is an accomplished HR professional with over 10 years of experience in the public and private sectors. He is responsible for implementing human resource management strategies to recruit, train, and retain a high performing and motivated workforce. Taj specializes in talent management, staffing, employee benefits, learning and ...

Teddy Burriss

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I am a LinkedIn Consultant, Coach, Trainer and Public Speaker. As an accomplished author, public speaker, social media engager and blogger, I have mastered and now share the best practices and principles of using Social Media for Life, Business and Career. I discovered the power of LinkedIn in 2005 during a previous career as a ...

Teija Bielas

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  • Instructor

Tina Ding

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Tina started her career at Ernst & Young's Houston office. She later joined Hines, a real estate investment firm with $161b of assets under management. She had the honor to join the Investment Department of Texas Children's Hospital, the largest children's hospital in America. Here, she embarked on data ...

Toby DeRoche

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Toby focuses his career advising governance and assurance professionals on solutions to their audit, risk, and compliance needs. As a credentialed subject matter expert, Toby assists organizations improve their internal audit, risk management, and compliance functions. He is also an experienced author and presenter, ...

Tom Coghlan

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Thomas Coghlan, CMA is the Founder of CPE University, LLC, (www.thecpeuniversity.com) an education firm that develops and facilitates training on a wide range of managerial accounting, ethics, performance management, analytics, and internal control ...

Tony Durso

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Ty Hendrickson

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Ty Hendrickson is a CPA, sales expert, and founder of The Sales Seed where she helps accounting firms grow through the integration of sales principles. With over ten years of experience leading sales teams and training programs for CCH and Bloomberg BNA (two of the biggest accounting technology companies), she empowers accounting ...

Tyler Anderson

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  • Manager of Audit Innovation
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Tyler Anderson, CPA, Manager of Audit Innovation, who's work follows the mantra"It doesn't have to be this way," is dedicated to finding better and more efficient ways of doing things. ​ Prior to joining ...

Veselina Dinova

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  • Instructor
An energetic finance professional with experience in multiple areas of corporate treasury combined with knowledge in other corporate finance functions and broad-based global financial markets expertise, Veselina Dinova is an effective educator and mentor. She was part of the team that developed multinational corporate finance simulation - a ... Corporate Cash Investment Strategies Corporate Cash Management Overview

Vicki M. Lambert

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Vicki M. Lambert, CPP is president and academic director of The Payroll Advisor™ a firm specialized in the training of payroll professionals. With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in ...

Victoria Gaulrapp

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  • Instructor

Vivien Hudson

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  • Pharmacist
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Vivien Hudson has a background as a pharmacist then evolved into coaching and consultancy after spending many years in business ownership. The founder of Brain, Body and Business, Viv is focused on well being, engagement and motivation using the science of the brain and body. Viv also manages a virtual team with a national ...

Walied Keshk

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Walter Edgar

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  • Managing Principal of 4S Advisors Who Work With Boards
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Walter is the Managing Principal of 4S Advisors who work with Boards and Leadership teams of Charities, Not for Profit Organisations and Associations to ensure that the organisation has a sustained future. The work involves strategy development, strategic planning and execution plus establishing secure ...

Warren Kurzrock - President

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  • Instructor
  • President

Wendi Finn

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Wendi Finn is a CPA with a MS in Technology. She spent six years working for the big 4 in public accounting as a system security expert prior to founding IS Security Solutions, LLC in 2004. In addition to consulting, Wendi has 10 years experience as a professor at Franklin University, was a member of the State of Ohio Audit ...

William Boyles

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Zeynep Aydinoglu

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