Rachel Anevski, PHR, MAOB: Rachel L. Anevski, M.A.O.B., PHR, SHRM-CP, is the founder and chief executive officer of Matters of Management, LLC. Rachel has held executive roles in marketing, business development and human capital for mid-size and large professional services firms. She has spent her career working alongside business owners and managing partners carrying out firm missions, acquiring talent and providing coaching to executives, management and staff. Consulting engagements have consisted of organizational redesign of operations and infrastructure, personnel programming, senior talent acquisition, total benefit and rewards systems, policy and procedure manuals, and providing business development coaching training. She is certified in human resources, has a Masters Degree in organizational behavior from Fairleigh Dickinson University and an undergraduate degree in forensic psychology from John Jay College of Criminal Justice.
Frank R. Boutillette, CPA, CGMA, ABV: Frank Boutillette, CPA, is a partner in Withum’s New York office and has over 25 years of accounting and auditing experience. Specializing in accounting, auditing and business valuation services, Frank is a licensed certified public accountant in New York and New Jersey. He is a member of Withum’s Financial Services & Investment Group and has significant experience working with investment companies (hedge funds, mutual funds and ETFs), broker-dealers, private equity and venture capital funds, registered investment advisors and closely-held businesses. He also performs peer and quality reviews of CPA firms. He is a member of the American Institute of CPAs (AICPA) and the NJCPA, where he served as president for the 2015/16 term. Frank is also a member of the NJCPA Peer Review Executive Committee, which administers peer reviews on behalf of the AICPA in New Jersey. He is a co-author of three books on accounting. A graduate of Rutgers University, Newark, Frank received his BA degree in accounting.
Rebekah Brown: Rebekah J. Brown, CPA, is the manager of Membership Development and Engagement at the Maryland Association of CPAs (MACPA), and works to develop and engage the next generation of CPAs. Rebekah is active in the CPA social media scene, blogging for MACPA’s CPA Success, and tweeting and managing the social media presence of MACPA’s learning & innovation center, The Business Learning Institute. Rebekah is a certified facilitator in BLI’s I2A-Insights to Action Strategic Planning System and has used her facilitation skills to facilitate strategic plans for firms and non-profits, as well as, visioning sessions for accounting professionals in the United States and Canada. Rebekah earned a Bachelor’s degree in business administration dual specializing in Accounting and Sports Management from The Max M. Fisher School of Business at The Ohio State University in 2009.
Thomas Byrne, Jr. is the chair of the New Jersey State Investment Council. The council oversees the investment of New Jersey’s public pension fund assets. He has also served as a member of the New Jersey Pension and Health Benefit Study Commission, and has written and spoken extensively on these issues. Byrne also serves as a trustee and treasurer of The Fund for New Jersey and is a trustee of several other civic organizations.
He is also Managing Director and Head of Equity Portfolio Managmenet of Byrne Asset Management where he brings over 35 years experience in the securities industry to his clients.
Jack M. Ciattarelli, CPA(Inactive): Jack M. Ciattarelli is a former State Assemblyman for the 16th Legislative District having served from 2011 to 2018. In the State Assembly, he sat on the Financial Institutions & Insurance Committee and the Regulated Professions Committee. In addition, in 2016, Jack was appointed to serve as a member of the New Jersey Biotechnology Task Force. The task force analyzes and recommends ways for the state to retain and attract new companies in the biotechnology industry as it represents thousands of jobs, hundreds of companies, and billions of dollars in economic activity and tax revenue each year. He was a candidate for governor in the 2017 Republican gubernatorial primary. In seeking the Republican nomination for governor, he sacrificed running for re-election to the State Legislature, where his term as State Assemblyman for the 16th District ended this past January. He is a successful entrepreneur and small business owner twice over, having founded two publishing companies, each time working as CEO and Publisher for Johns Hopkins University School of Medicine medical journals. Jack recently founded and launched a third medical publishing business, this one focused on healthcare information and education for senior citizens. Jack earned his Bachelors of Science in Accounting and Masters of Business Administration in Finance at Seton Hall University, where he has also taught as an adjunct professor. Jack is also a Certified Public Accountant (inactive).
E. Martin Davidoff, CPA, Esq.: E. Martin Davidoff, CPA, J.D., of E. Martin Davidoff & Associates, is licensed to practice accounting and law in New York and New Jersey. Martin is the founder and chairperson of the Internal Revenue Service Liaison Committee of the American Association of Attorney - Certified Public Accountants ("AAA-CPA"), meeting with the IRS on a national level. Martin also serves on the Executive Committee of the AAA-CPA as Vice President, and was named as one of America's Top 100 Most Influential People in Accounting. As a member of the AICPA's Tax Division, he has served on the Tax Legislative Liaison Committee. He was also on the Executive Committee of the NJCPA and serves on several taxation interest groups. Martin has also served as president of the Middlesex/Somerset chapter of the NJCPA and as chairman of the NJCPA Federal Taxation and Membership Committees. He is a member of the tax section of the New Jersey Bar Association. Martin received his undergraduate degree from Massachusetts Institute of Technology, an M.B.A. from Boston University Graduate School of Management and a J.D. from the Washington University School of Law.
Marc C. Demetriou, CLU, ChFC: Marc C. Demetriou, CLU, ChFC, is a licensed mortgage banker/broker in New Jersey, New York, Connecticut, Pennsylvania, South Carolina and Florida. Marc consistently ranks in the top 1 percent of mortgage originators in the U.S., according to leading industry sources. In his home state of New Jersey, he has been featured in NJBIZ's "40 Under 40", and is called upon frequently by the real estate, finance, accounting and legal communities as a trusted expert and speaker. Additionally, Marc is a certified and licensed instructor, offering continuing education credits to accountants, realtors, financial planners and managed care professionals. Profoundly inspired by his grandfather's hard work and success as an immigrant coming from Cyprus, Marc has authored his first book, Lessons From My Grandfather: Wisdom For Success in Business and Life.
John M. Fleming, CPA, M.B.A.: John M. Fleming, CPA, MBA, is licensed as a CPA in Pennsylvania, and is currently the director, content development, for SmartPros LTD., a division of Kaplan Professional Education. SmartPros is an international educational and training company specializing in accounting, finance, and ethics educational programs. Previously, John served as president and director of accounting and auditing for Loscalzo Associates, a division of SmartPros, for 28 years before retiring. John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance. He has served as the 1999/2000 president of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA) and currently serves as a member of the Institute’s Accounting and Auditing Technical Committee.
Eleanor Galt-Lin, CFP: Eleanor Galt-Lin is a CERTIFIED FINANCIAL PLANNER™ dedicated to providing clients education on their income options in retirement by providing financial plans for individuals and small business owners. After completing the rigorous requirements to attain her CFP® designation, Eleanor pursued even more advanced coursework in the area of Social Security benefits. She helps her clients to create collection strategies to maximize their lifetime income, coordinate their benefits with a spouse, and become aware of the lesser-known benefits available to widows and divorced individuals. She is a frequent speaker on this topic to various groups, including professionals such as CPAs and lawyers.
Jay Giannantonio, CPA, MS, CIA: Jay Giannantonio owns and operates his own consulting firm specializing in project management over finance transformation, internal control, and fraud accounting projects for large and medium-sized firms. He is a frequent speaker at fraud, performance management, and CFO process improvement seminars. Previously, Jay was director of CFO advisory services for ISA Consulting (now E&Y) from 2007 until he started his own firm in 2011. Prior to that, he was vice president of internal audit for a national commercial construction equipment leasing firm and retailer in 2005 and 2006. In other roles, he held senior positions at KPMG, served in corporate financial management at Verizon/Bell Atlantic, and began his career at Coopers and Lybrand (PwC). He also has been an associate adjunct professor at Widener University. Jay earned his M.S. from the University of Pennsylvania and his Bachelor of Business Administration degree, with an accounting concentration, from Drexel University. He is a member of the AICPA's Forensic and Valuation Services (FVS) committee.
Edward I. Guttenplan, CPA, MBA, CGMA: Ed Guttenplan co-founded Wilkin & Guttenplan P.C. in 1983 and is the managing shareholder of the firm. In addition to his administrative duties in managing the strategy, personnel and financial aspects of the practice, Ed provides a wide array of accounting, tax and business advisory services to closely held and family owned businesses in the construction, food service, manufacturing, technology, engineering, medical, dental, sales industries and community associations. Ed’s real estate practice includes the development of budgets and forecasts, consultation regarding condominiums, cooperative corporations and homeowner association’s management, as well as guidance on accounting and tax matters related to project development and litigation support services. Prior to co-founding Wilkin & Guttenplan, Ed worked in private industry for both regional and international accounting firms. Ed also services many community associations including active adult communities, cooperatives, mixed-use and multi-association communities. He graduated Cum Laude with a B.S. in business administration and Magna Cum Laude with an M.B.A. from Boston University.
John Higgins, CPA.CITP: John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. This aids them in the transformation to a digital practice model that features paperless processes and leverages cloud computing. In 2015, John established CPA Crossings’ new Cloud Accounting Learning Center, which provides information and consulting services designed to help CPAs make the transformation to delivering client accounting services through the use of cloud based accounting systems and other tools. John recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA.
James Kane: James Kane has helped some of the largest and most well-known organizations in the world build nearly unbreakable relationships with not only their clients and customers, but with members, fans, guests, patients, volunteers, vendors, sponsors and employees, as well. James' work reveals the science behind the real human emotion called loyalty, and what anyone can do to receive its benefits. The author of two upcoming books, The Loyalty Switch and Virtually Loyal, Kane has worked with every major industry, while advising and training organizations ranging from global 1000 giants to small, regional companies, non-profits, and professional associations. James has been profiled and quoted in The New York Times, The Wall Street Journal, Business Week, TIME Magazine, the BBC, and numerous other global and industry publications. He is a frequent guest on CNN, CNBC and FOX Business. A graduate of the University of Notre Dame, James has served as a guest instructor at Harvard University and The Pennsylvania State University.
Allan Koltin, CPA, CGMA: Allan D. Koltin, CPA, CGMA, is the CEO of Koltin Consulting Group, a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions. For eighteen consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. For the past three years, he was recognized as one of the “10 Most Influential” in the profession. A nationally recognized speaker and industry analyst, he has appeared on numerous television networks and has been quoted frequently in the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters.
Sarah Krom, CPA: Sarah Krom, CPA, PSA, is a managing partner at SKC and Co., CPAs, LLC. She works primarily with entrepreneur business owners who have high growth goals for their company. Sarah offers budgeting, forecasting, controller for hirer, HR for accounting department, cost reduction and financing negotiations services. She prides herself on allowing her clients to sleep at night as she shoulders many of the anxieties that tie down successful entrepreneurs. Additionally, she is responsible for recruiting in her firm and heads up the IT committee. Most recently, Sarah began working on developing her own list of clients through aggressive marketing and business development. She is the president-elect of the NJCPA for 2017/2018 and was a former chair of the NJCPA's Young CPAs Council.
Michael Markulec: Michael Markulec is partner and co-founder of Harbor Technology Group. He has advised senior government officials (DoD, DHS, ODNI) on cyber policy, critical infrastructure protection, and the global threat landscape in this capacity and at previous senior level management positions. Michael is a sought after speaker and presenter on a variety of networking and security topics, most notably security issues and mandates in the federal government, such as IPv6 transition and cybersecurity. He has published dozens of articles and technical papers on cybersecurity ranging from SCADA manufacturing system vulnerabilities to protecting international financial transactions. He holds a bachelor’s degree in mechanical engineering from Norwich University and a master’s degree in business from Duke University – The Fuqua School of Business. In addition, Michael is a dedicated public servant, serving in the Army, as mayor of Hopewell Township, New Jersey, and as an elected member of the Hopewell Valley Regional School District school board.
Ellen C. McSherry: Ellen McSherry is Chief Operating Officer for New Jersey Society of Certified Public Accountants (NJCPA). She oversees the management of all programs that support the organization's strategic plan, mission and objectives. Ellen 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. Ellen has been with the organization for more than 25 years.
Before her tenure at NJCPA, Ellen was a senior manager at Ernst & Young, overseeing audit executions for Nabisco, International and Becton Dickinson along with audits for the firm’s various health care clients.
Ellen holds a Master of Science in Accounting from Northeastern University Graduate School of Professional Accounting and Bachelor of Science in Mathematics from Assumption College. She holds CPA and CGMA (Certified Global Management Accountant) certificates. She's also a liaison to the NJCPA Board of Trustees and sits on its Strategic Planning, Risk Management, Volunteer Relations and Retirement Savings Committees and liaises to its Council of Past Presidents. She was honored by the Executive Women of NJ as a "Salute to the Policy Makers" recipient and by the NJCPA as a "Woman of Note."
Ellen is a wine enthusiast and enjoys watching basketball, going to concerts, and traveling to her favorite places like Europe or California. She's a Eucharist minister for St. Thomas the Apostle Church in Bloomfield.
Daniel L. Mellor, J.D., LL.M.: Daniel L. Mellor, J.D., LL.M., is an associate with Kulzer DiPadova, P.A., located in Haddonfield, New Jersey.
Mr. Mellor has been published in Tax Notes on the topic of the individual mandate provision of the Affordable Care Act. He is a member of the bars of the State of New Jersey, the State of New York and the Commonwealth of Pennsylvania. He is also a member of the American Bar Association, the New Jersey State Bar Association and the New York State Bar Association, as well as the Camden and Mercer County Bar Associations.
Mr. Mellor earned his J.D. at the George Mason University School of Law, and his Master of Laws (LL.M.) in taxation from the Temple University Beasley School of Law.
Don Meyer is the chief marketing officer of NJCPA. He has an extensive background in public relations, marketing, market research and member service to the 15,000-plus member professional association. Don came to the NJCPA from the Craft & Hobby Association, a 6,000-member group of manufacturers, distributors and retailers of craft and hobby products, where he was director of marketing and public relations. He managed media and new member outreach, directed industry branding and research programs, and supervised marketing for one of the nation’s largest trade expositions. Don is a graduate of the Broadcast School of Journalism at Syracuse University.
Brad E. Muniz, CPA:
Brad E. Muniz, CPA, is the director of accounting and auditing at Sobel & Company LLC, CPAs, serving small businesses and individuals in the areas of accounting, auditing, tax and business consulting. He has significant experience in the areas of 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, having served as NJCPA President in 2014/15. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.
Senator Steve Oroho is currently serving his third term in the New Jersey State Senate. He represents the Twenty-Fourth Legislative District in the northwestern part of the state which comprises all of Sussex County, and parts of northern Warren and Morris counties.
Before entry into public office, Senator Oroho had extensive professional experience in the finance departments of top New York City firms, including work for Price Waterhouse, W.R. Grace and Company, as well as Young and Rubicam where he held the position of Senior Vice President of Finance. Senator Oroho is presently a certified financial planner with Stonebridge Capital Management.
Kathy Parry: A corporate speaker and presenter, Kathy Parry works with professional and financial services organizations that want to energize employees in order to boost performance, increase retention and improve staff utilization. Prior to launching her own business, Kathy was a trainer for a super-regional bank on their merger and acquisition team. But it was Kathy’s fourth child, Merritt Joy, who taught her the most about energy. Merritt Joy was diagnosed with a mitochondrial disease. Her cells did not properly turn food into energy. Kathy spent the next several years becoming an expert in cellular function and received her Certification in Plant Based Nutrition from the T.Colin Campbell Program at eCornell University. Her journey with her daughter and subsequent research on resiliency have led Kathy to author her latest book, The Resilient Leader. She previously authored three other books. Kathy holds degrees in Business and Food Management from Miami University and a coaching certification from WellCoaches. Kathy is a professional member of The National Speakers Association.
Deborah A. Phillips, CPA, MST: Deborah A. Phillips, CPA, MST, operates her own tax controversy practice where she specializes in partnership and S corporation tax law as well as IRS audits and procedures. She works with various CPA firms during tax season preparing all types of tax returns. In addition, she utilizes her forensic accounting skills for tax preparation of clients involved in potential IRS criminal prosecution. Debbie retired from the Large Business and International Division (LB&I) of the Internal Revenue Service (IRS), where she was a Senior Manager in the Flow Through Issue Practice Group (IPG). The IPG specializes in S corporation and partnership tax issues for LB&I. Debbie worked for the IRS for over 32 years. She has extensive accounting and taxation knowledge of individual, corporate, and partnership federal tax returns. She was the Operations and Technical Assistant to the Deputy Commission International, the Technical Assistant to the Director of PFTG, a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team Manager in the Heavy Manufacturing Industry, and the IRC Section 263A Technical Advisor. 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 over 17 years as well as a textbook author. In 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Debbie earned her master’s degree in taxation from Widener University.
Paul A. Sarlo: Paul A. Sarlo is the Deputy Majority Leader of the New Jersey Senate. He serves as chairman of the Budget and Appropriations Committee and is a member of the Judiciary Committee, the Higher Education Committee, the Joint Budget Oversight Committee, and the Senate Legislative Oversight Committee. He is a former chairman of the Judiciary Committee and the Labor Committee. Mr. Sarlo has been the prime sponsor of more than 250 bills which have been signed into law and has played a leading role on legislation to promote job creation and economic development. He has been prime sponsor of bi-partisan legislation which reformed the state’s school funding formula, lowered income taxes for the middle class, working poor and senior citizens, strengthened the fiscal health of the state pension fund, and provided dedicated funding for the Transportation Trust Fund to finance vital infrastructure projects throughout the state. He has also sponsored bills which reformed New Jersey’s worker’s compensation system, criminalized the illegal trafficking and distribution of prescription drugs, required schools to adopt bullying prevention policies and upgraded penalties for identity theft. A licensed professional engineer, licensed professional planner, and a certified municipal engineer, Mr. Sarlo holds bachelor of science and master of science degrees in civil engineering from the New Jersey Institute of Technology.
Heather Sperduto: Heather Sperduto is vice president, sales operations-accountant channel at ADP. In this capacity, she designs and implements ADP’s accountant program nationwide. Having been at ADP for more than 10 years, she focuses her efforts on serving the accounting community. After a successful career in sales, she transitioned into ADP’s corporate training program, where she trained more than 1,000 ADP associates. ADP was recently recognized nationally by Nielsen Training Magazine as one of the top 20 organizations for employee training development.
Lise Stewart: Lisë Stewart is a director in the Closely Held and Family Business Services Group within the Private Business Services Practice at EisnerAmper. Lisë has significant experience in organizational development, strategic planning and training, and human performance management. Prior to joining the firm, Lisë was the founder and president of Galliard International, the largest provider of transition services for small businesses in the country. In 2014, she founded the Galliard Family Business Advisor Institute, a non-profit membership organization for those interested in supporting and saving family owned companies in their local communities. Lisë holds certifications from various organizational development institutions, including the Gestalt Institute’s Certification in Professional Coaching and attainment of Professional Level Certification through the International Coach Federation. A popular speaker, Lisë has been a keynote presenter on topics pertaining to small business for over 25 years. She is also the author of numerous articles.
Ralph Albert Thomas, CPA, CGMA, MBA: Ralph Albert Thomas, CPA (DC), CGMA, began his service as CEO and executive director of the NJCPA in 1999. Prior to joining NJCPA, he held various accounting-related management positions at Citibank, AT&T, Potomac Electric Power Company and PricewaterhouseCoopers. He was appointed to the inaugural American Institute of CPAs (AICPA) National Commission on Diversity and Inclusion, and subsequently the AICPA Foundation Board. Thomas is a lifetime member and former national and chapter president of the National Association of Black Accountants (NABA), was appointed chair of the National Association of State Boards of Accountancy’s (NASBA) State Society Relations Committee, and is a member of the accounting advisory boards of Lehigh, Rutgers, Seton Hall, Montclair State, Felician, Thomas Edison universities and Middlesex County College. Additionally, he was selected for the last seven years by Accounting Today as one of the “Top 100 Most Influential People in Accounting.” He is also the treasurer of Opportunity NJ. Thomas earned a B.S. in business and economics as well as an M.B.A. from Lehigh University.
Michael VanderGoot, CPA CGMA: Michael VanderGoot, CPA, CGMA is a manager in BDO's Corporate Real Estate Advisory Services Practice. Michael has over 25 years of real estate accounting and finance experience. He began his career working for a real estate developer and his path eventually led to controller and finance/operating officer positions for local, regional and national real estate companies. His responsibilities included overseeing rent and additional rent billings to tenants, and resolving disputes when they would arise. In addition, responsibilities included analyzing the contracts and invoices of all the vendors. Prior to joining BDO, Michael was director of audit at BC Compliance Group where his primary focus was representing tenants with lease auditing. His accounting and finance experience working for real estate owners and developers added an alternative perspective to tenant-related issues and accounting treatment by landlords. He also currently serves as the Secretary for the NJCPA Board of Trustees and is a member of the American Institute of CPAs (AICPA).
Mike Walsh: Mike Walsh is the CEO of Tomorrow, a global consultancy on designing business for the 21st century. He advises leaders on how to thrive in this era of disruptive technological change. Rather than focusing on the distant future, Mike takes an anthropological approach – scanning the near horizon for emerging technologies and disruptive shifts in human behavior, and then translating these into pragmatic plans for business transformation. Mike’s clients include many of the global Fortune 500. He previously founded Jupiter Research in Australia, and has also held senior strategy roles at News Corporation in the Asia Pacific Region. He is currently a board member and strategic investor in the North Alliance, Scandinavia’s leading digital marketing group. Mike’s best-selling book FUTURETAINMENT, published by Phaidon was the winner of the design award by the Art Director’s Club in New York. A prolific writer and commentator, Mike’s views have appeared in a wide range of international publications. He spends more than 300 days a year on the road interviewing innovators, entrepreneurs and corporate revolutionaries.