Speakers
Jim Ambrosini, CISA, CRISC, CISSP, CMMC-RP, QTE: Jim is an information security and risk executive with over 25 years of experience spanning mid-size to some of the largest companies in the world. He is a virtual Chief Information Security Officer (vCISO) for multiple organizations across various business sectors at CompassMSP. Previously, Jim was the head of Technology Risk for Consumer Lending and Digital Banking at a top U.S. bank, responsible for implementing the Front-Line Risk function. He also worked at global consulting firms for 20 years as a technology risk and information security professional; served as the managing director for a national cybersecurity practice that he started; and worked on many high-profile cybersecurity projects, including assisting NYPD with a global internet crime, leading a well-publicized mega-breach investigation and establishing global information security, governance and control functions across leading companies. Jim has also been an adjunct professor at New York University and has held leadership positions in several professional organizations, including being a past president of the Information Systems Audit and Control Association (ISACA) Metro New York Chapter.
James C. Bourke, CPA, CITP, CFF, CGMA: Jim is a partner at Withum, where he serves as director of firm technology and managing director of advisory services. He is a frequent speaker at many international accounting and trade associations, such as the American Institute of CPAs (AICPA), the Chartered Institute of Management Accountants (CIMA) and state CPA societies, as well as industry technology organizations, incubators, accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services. Jim is also global advisory and technology leader for HLB International. He is a past president of the NJCPA and past board and council member for the Association of International Certified Professional Accountants.
Frank R. Boutillette, CPA, CGMA: Frank is an emeritus partner of Withum with over 35 years of accounting and auditing experience. He is licensed in New York and New Jersey, and has significant experience working with SEC registrants and small and large private entities in various industries, including working with hedge funds, private equity funds and finance companies. Frank is a member of the American Institute of CPAs (AICPA) and was a former member of the AICPA Peer Review Board, which is the senior technical committee that established and conducted a program for AICPA member firms engaged in the practice of accounting and auditing. He was a past president of the NJCPA, and was a former Treasurer, chair of the NJCA Peer Review Executive Committee, and chair of the NJCPA Accounting & Auditing Standards Interest Group. Frank is a frequent lecturer on accounting and auditing and is a co-author of three accounting books.
G. Scott Clemons, CFA: Scott joined Brown Brothers Harriman & Co. in 1990, and has held a variety of investment roles at the firm over the past 34 years. His career began in international equities, where he was an analyst and portfolio manager of European and Asian equities, working out of the firm’s New York and London offices. He since broadened his responsibilities into domestic equity management and research, and managed the New York office of the firm’s Private Wealth Management business. In 2010 he was appointed Chief Investment Strategist, and is today one of the firm’s primary writers and speakers on topics related to the economy, financial markets and investing. He is a Chartered Financial Analyst, and a member of the New York Society of Security Analysts and the CFA Institute. Scott serves on the boards of the Morgan Library and the Grolier Club in New York City, as well as the board of the Research Corporation for Science and the Journal of the History of Ideas.
Tracy Cooper, CPA, CFE: Tracy is the CEO and founder of tlb Services, based in Little Rock, Arkansas. She specializes in accounting technology solutions and business process improvement. Tracy established her consulting firm in 2006 to serve small and mid-size businesses in resolving their accounting, technology, business process and reporting challenges. Previously, she was with PriceWaterhouse, and eventually moved to the telecom sector, where she spent 12 years with Alltel, holding senior positions in Credit Collections and Fraud, and Business Processes. Tracy’s ability to communicate at both the strategic and tactical levels has given her the privilege of leading training with individuals and groups of all sizes throughout her career, both in the U.S. and abroad. She is an avid sports fan, who enjoys cooking, days at the lake and has recently taken up learning to fly. With two grown children, she and her husband hope to soon resume their traveling ways.
Nicole M. DeRosa, CPA, MAcc: Nicole is the director of tax with SKC & Co. CPAs, LLC, a Brand Ambassador at UWorld Accounting and has more than 15 years of public accounting experience, specializing in taxation for closely held businesses and individuals. In addition to working with clients in an array of industries, she was also an adjunct professor at Raritan Valley Community College where she taught Tax Accounting for Individuals for four years. Nicole is a member of the NJCPA Board of Trustees and active on several interest groups and committees, including the Content Advisory Board, Federal Taxation Interest Group and Emerging Leaders Interest Group. In 2015, she was awarded “30 Under 30” by the NJCPA. In 2019 she was awarded the “Women to Watch” Ovation Award which applauds the growth and success of female members. Nicole was also named a Forbes Top 200 CPA and was on NJBIZ’s Power 50 List for 2020 and 2021. In Nicole’s spare time, she teaches Zumba Fitness and is active in various charitable organizations, such as St. Jude's and the American Heart Association.
Gary DeVicci, CFP, AEP: With an MS in financial services and designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and Accredited Estate Planner (AEP®), Gary's credentials exemplify his commitment to excellence. His influence extends beyond his extensive educational background. He has authored numerous articles and has been an educator in investing and financial planning. Gary also conducts continuing professional education courses for accountants, attorneys and financial advisors, and he is frequently requested as a speaker. Through his wealth of experience, Gary is instrumental in crafting personalized estate and business succession plans, not only for his direct clients, but also for those of financial advisors across the nation. Gary's contributions go beyond his professional life. He has served as the president of the Society of Financial Service Professionals, The American Heart Association and The Brady Kohn Foundation for umbilical cord blood donations. Currently, he is an active member of the Estate and Financial Planning Council of Southern New Jersey and the Southern New Jersey Development Council.
Andrew Donofrio: Andrew has spent the majority of his life in leadership positions. At 19, he started his career as a police officer and, at age 24, was promoted to Sergeant. During his 25 years in law enforcement, Andrew advanced to Lieutenant and created a nationally recognized Computer Crimes Unit. Upon retirement, he leveraged this experience to establish his own IT security auditing firm, which he still runs today. Andrew soon realized his life-long passion for guiding others to succeed could be a new chapter in life, and launched Andrew Donofrio, LLC, a thriving practice specializing in organization and management consulting, leadership training and professional coaching. He is well practiced in behavior/emotional intelligence assessments and regarded for his expertise in job benchmarking, talent acquisition principles and organizational development strategies. As a certified leadership speaker, trainer and coach with a master’s degree in management and vast business and industry insights, Andrew helps companies, organizations and professionals at all levels to DIG: Develop—Improve—Grow!
Nicola Ellam, ACA, CIA, BFP: Nicola is a seasoned chartered accountant and certified internal auditor with over a decade of experience spanning global assurance, internal audit and strategic leadership. As managing principal for CLA’s (CliftonLarsonAllen LLP) New York and New Jersey offices, Nicola leads with a people-first mindset, driving growth through collaboration, innovation and client-centric service. Her career journey includes leadership roles at PwC and Citi, where she specialized in banking, capital markets and valuation control. At CLA, Nicola leads Global Concierge, helping international clients navigate U.S. market entry and expansion. She is known for her strategic acumen, operational excellence and commitment to building high-performing teams.
Adam Feingertz: Adam is the director of new business at Merchant Advocate. He has spent more than two decades working for Fortune 500 and 1000 companies in senior level sales leadership and sales operations roles. Adam was instrumental in building and growing sales teams responsible for the small and medium business (SMB) market to multinational enterprise accounts. In 2020, Adam joined Merchant Advocate and has been helping his clients save money and provide clarity into the unregulated industry of credit card processing. Just prior to Merchant Advocate, Adam joined a merchant processor growing sales team in the northeast.
Aiysha Johnson, MA, IOM: Aiysha (AJ) is the CEO and executive director of the New Jersey Society of CPAs (NJCPA). Previously, she was executive director of BKR International’s Americas Region, overseeing the implementation of all strategic efforts for BKR accounting and business advisory member firms in the United States, Canada, Latin America and the Caribbean. AJ worked for a range of associations including Vizient, the nation's largest healthcare performance improvement company. She has more than 20 years of global experience with nonprofits and professional and trade associations. AJ was elected to the boards of the Commerce and Industry Association of New Jersey (CIANJ) in 2024 and the New Jersey Chamber of Commerce in 2023. She was a member of BKR’s Center of Excellence Advisory Board and is on the boards of the Community Foundation of New Jersey, Together for Youth and Junior Achievement of New Jersey. AJ is a recipient of the New Jersey Business & Industry Association’s (NJBIA) Leonard C. Johnson Award, was recognized among the Top 100 Most Influential People in Accounting by Accounting Today (2023 and 2024), named on the NJBIZ Leaders in Finance list (2025), its Power 100 (2024) and its Accounting Power 50 lists (#1 2023 and 2024), and cited as a 2023 People to Watch in Finance. She was named to ROI-NJ’s ROI Influencers: Accounting Power List (2024, 2025), Top 50 Women in Business (2024) and People of Color (2023).
Diana Kander: A New York Times best-selling author and innovation consultant, Diana has spent her career challenging assumptions and asking big questions: what kind of culture needs to exist in an organization to ensure innovative ideas and practices? How has Snoop Dogg continued to innovate decade after decade to stay relevant to the next generation? What causes name brands to lose relevance with their customers and go out of business? A serial entrepreneur who entered the United States as a refugee at the age of 8, Diana has launched and sold millions of dollars’ worth of products and services. Her first book, All In Startup, has been used by ove 100 universities in their innovation courses and countless large organizations to help their employees think more like entrepreneurs. Her second book, The Curiosity Muscle walks readers through a methodology to keep curiosity alive and thriving inside of an organization, ultimately, future-proofing the business.
Jeffrey Kaszerman: Jeff is the vice president of government relations for the NJCPA. He works with the CEO and the Board of Trustees to create and implement advocacy initiatives that protect and promote the interests of the CPA profession, the business community and the public. Jeff monitors legislative and executive branch activity that impacts CPAs by writing position papers, developing grass roots membership activities to enhance lobbying efforts and raising money for the NJ-CPA-PAC. He is also a liaison to other pro-business groups like the New Jersey Chamber of Commerce, New Jersey Business & Industry Association (NJBIA) and Commerce and Industry Association of New Jersey (CIANJ) to coordinate legislative strategies. Prior to joining the NJCPA, Jeff worked on several political campaigns, worked for former Governor Jim Florio and for Common Cause New York. He previously owned a lobbying and public affairs firm. Jeff belongs to Compassion and Choices, the Humane Society and the American Society for the Prevention of Cruelty to Animals.
Jay L. Levine, CPA: Jay is a partner at Prager Metis, a member of Prager Metis International Group. He has more than 30 years of experience in the accounting profession, providing accounting, audit and advisory services to a variety of industries and sectors including family businesses, manufacturing, advertising, public relations and wholesale and distribution. Jay has particular expertise in all matters related to mergers and acquisitions, such as financial due diligence and budgeting for businesses. He helps provide his clients with peace of mind, often acting as a sounding board or confidant, and ensures that they achieve their goals, financial and otherwise. Jay has been involved in close to 200 transactions representing both buyers and sellers with a specific expertise in the transition planning process and due diligence. Prior to joining Prager Metis, he was a member of LFL Veritas LLC. Jay is the leader of the NJCPA's Accounting & Auditing Standards Interest Group. In his spare time, he enjoys playing a variety of sports including hockey, softball and golf.
Jon Lokhorst, CPA, ACC: Jon is an executive leadership coach and consultant based in Minneapolis. He partners with CPAs, CFOs and other leaders who face massive change in their industry and recognize the need for a new approach to leadership to navigate those challenges. Before launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO and organizational leader. He has a Master's in Organizational Leadership and is recognized by the International Coach Federation as an Associate Certified Coach. Jon serves as adjunct faculty in the School of Business and Nonprofit Management at North Park University. He is a member of the National Speakers Association and speaks regularly for CPA conferences and firms.
Christopher M. Lovasz, CPA: Chris is a managing director at Deloitte and is the president-elect of the NJCPA. He has been a member of the NJCPA since 1998 and has supported the Society in a variety of ways. Chris has been actively involved in the Student Programs and Scholarship Committee since 2009, helping to lead the NJCPA Scholarship Fund through important changes to the program including additional categories of awards. He is also a 2022 NJCPA Ovation Award winner in the Impact category. Chris was an NJCPA Trustee and is a member of the Retirement Savings Plan Committee and the Finance Committee. He has more than 30 years of experience at Deloitte, previously as an M&A managing director and audit managing director.
Rahul Mahna: Rahul is a partner at Eisner Advisory Group LLC and leads the Outsourced IT Services team with over 20 years of experience in IT technologies, software development and cybersecurity services. He is involved in many entrepreneurial business endeavors that have led him to understand how to maximize technology efficiencies while managing risk. Rahul is adept at developing, deploying and supporting information systems, establishing highly effective IT risk-based policies and procedures and consistently establishing harmony between IT and organizational objectives. With clients in all verticals, Rahul has enabled the Outsourced IT Services team to manage IT risk across all systems, networks, cloud and software solutions being implemented. He is affiliated with major IT product and software providers, therefore optimizing solutions to be cost effective for client needs. As a frequent speaker, Rahul has been quoted in leading industry publications. In addition, he has built models of risk identification and created the proprietary EisnerAmper Fir$T Look cybersecurity risk framework to manage clients IT risk, spending and planning analysis.
Jack McCullough: Jack is a business leader, bestselling author and sought-after voice on leadership, talent and high-performance organizations. He has held senior roles including CEO, CFO, business development executive, entrepreneur and board member — giving him a rare perspective on what drives results inside real leadership teams. Jack is the founder and president of the CFO Leadership Council, a global professional network of more than 3,000 members. As host of the Secrets of Rockstar CFOs podcast, he has interviewed more than 100 top leaders, exploring the mindsets and behaviors behind elite executive performance. A senior contributor to Forbes, Jack is a widely followed voice on executive leadership and organizational performance. His insights have been featured in The Wall Street Journal, Fortune, Financial Times, and Barron’s, and he has been featured on national television, including Fox News.
Edward Mendlowitz, CPA/ABV/PFS/CFF: Ed is a emeritus partner at Withum and the author of 27 professionals books, including the best selling How to Review Tax Returns (2014 CPA Trendlines). He has authored over 1500 articles and blogs and 300 continuing professional education courses and speeches. He won the Lawler Award for best article published in 2001 in Journal of Accountancy; and his article in the January 2011 Journal of Accountancy was that year’s most viewed article. Ed has testified twice before the House Ways and Means Committee on tax reduction, equity and reform; he is admitted to practice before U.S. Tax Court; and is an MBA professor at Fairleigh Dickinson University. He was a team captain and performed peer and quality reviews for over 60 practices. Ed is also the author of the twice weekly blog, www.partners-network.com. He is a member of the NJCPA, American Institute of CPAs (AICPA), New York State Society of CPAs (NYCPA) and the North Carolina Association of CPAs (NCACPA).
Don Meyer, CAE: Don is the chief growth officer of the NJCPA, responsible for setting the vision, strategy and direction for the organization’s marketing, communications and membership campaigns and for driving the success of a deep and broad swath of organizational initiatives. Functional areas of accountability include digital assets (web, social media, email), content and news distribution (including the organization’s flagship publication, New Jersey CPA), membership, media relations, public relations, next generation recruitment, executive communications and internal communications. He also oversees graphic design, market research, and advocacy and legislative communications. Don came to the NJCPA from the Craft & Hobby Association, where he was director of marketing and public relations.
Robert Mims, CPA: Bob is currently serving as a CFO and chief people officer for a startup venture. A three-time national instructor of the year for KPMG, he has also authored multiple courses for Fortune 500 brands in leadership, strategy and accounting. Bob served terms on two advisory councils for The Financial Accounting Standards Board (FASB) and currently chairs the Environmental Roundtable. He is a nationally awarded educator for continuing professional education (CPE) training, a strategic planning facilitator and a fundraising and planned giving consultant. He lives in Memphis, Tennessee, with his wife and large family with multiple pets.
Morris Morrison: Morris is a world-class entertainer, futurist and author who became obsessed with building stronger, kinder and more focused human beings after being orphaned in New York City, then, being orphaned a second time as a teen — before a doctor’s words changed his life forever. Gobal leaders from Fortune 50 companies, ranging from supply chain and HR to sales and marketing have relied on Morris' voice as a change agent to help overcome disruption to position themselves as better, more prepared humans that usher in the future of work. Clients have experienced his message live on stage and in his latest book titled, Disrupt Yourself and his soon to be released book, Rise Anyway. Morris has been the go-to voice to bring families, teams and organizations together, with an authentic delivery style fueled by powerful messages of disruption, personal ownership and discipline.
Brad E. Muniz, CPA: Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the American Institute of CPAs (AICPA) and the NJCPA, and is a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.
Peter Olinto, CFA, J.D., CPA (inactive): Peter is a global lead instructor at UWorld and previously was a CFA Review lead instructor at Wiley CFA Review, a CPA national instructor at Becker Professional Education and a CFA instructor at the New York Society of Security Analysts and Fitch Learning. Peter has taught CPA and CFA Exam review courses for over twenty years, and videos of him teaching the Level I CFA Program, Level II CFA Program and CPA review classes have been used by more than 300 universities, hundreds of accounting and/or financial services firms and by more than 100,000 successful CFA/CPA candidates from around the world. He has also passed all four parts of the CPA Exam and CFA Levels I and II on his first attempts.
Parag P. Patel, J.D., LL.M. (Tax): Parag is a tax attorney with the Patel Law Offices in Iselin. His practice concentration is in tax, business transactions and estate planning. Parag is a board certified estate planning law specialist, a board certified elder law attorney and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. He was named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. Parag has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. He is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. Parag also serves as a part-time municipal court judge for Edison Township. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.
Kristine Pett: Kristine is a director in Learning and Belonging at EisnerAmper, where she collaborates with the EAU Leadership Team to plan and deliver training to bridge skill gaps firmwide. She also manages partnerships related to the firm's course catalog and learning management system and promotes training opportunities to colleagues and executives using multiple communication modalities. Kristine also maintains the firm's sponsorship with the National Association of State Boards of Accountancy (NASBA) and Texas, including complaince with continuing professional education (CPE) requirements. She previously worked at Guardian Life.
Renee Rampulla, CPA, CGMA: Renee is the managing member and founder of Rampulla Advisory Services, LLC. She has over 30 years of experience in accounting, auditing and professional ethics. She is a national standard-setter. Renee served on the American Institute of Certified Public Accountants' (AICPA) Auditing Standards Board from 2022 – 2025 and in May of 2025, she was appointed to serve on the AICPA’s Professional Ethics Executive Committee (PEEC). She is a frequently requested and nationally recognized speaker; a five-time recipient of the AICPA’s Outstanding Instructor Award; a recipient of the NJCPA's Woman of Note Award; received the “Samuel A. Dyckman, Excellence in Education Award” and was the 2024 recipient of “Surgent’s Outstanding Discussion Leader." Renee has taught over 1,200 continuing professional education (CPE) courses. She has also served in leadership roles with the NJCPA, such as chair and vice-chair of the NJCPA Accounting and Auditing Standards Interest Group; co-chair of the NJCPA Accounting Standards and IFRS sub-committees and as a member of the NJCPA Audit and Professional Conduct committees.
Justin W. Rice, CFP®, CSLP®: Justin is a financial planner at Personal Wealth Strategies and serves as the president of the Financial Planning Association (FPA) of New Jersey. He has spent more than 10 years working with physicians, providing comprehensive financial planning and helping out-of-network (OON) surgeons reclaim revenue. This also includes student loan optimization, insurance planning, tax-aware strategies and investing. Justin also obtained the Certified Student Loan Professional (CSLP®) designation, which allows him to help clients formulate the most efficient strategy to eliminate their student loans. In 2021, Justin earned the Certificate in Blockchain & Digital Assets® from the Digital Asset Council of Financial Professionals and New York Institute of Finance. He joins an exclusive group of financial advisors with the credentials to properly educate clients curious about this new and evolving technology. Justin is a sought after industry speaker.
Debra Rizzi: Debra is a partner and president of Rizco, a woman-owned, brand-led marketing agency she co-founded in 2000. In that capacity, she works closely with leadership teams to align brand strategy with business growth and measurable outcomes. Debra has nearly 30 years of experience developing brand strategies for local, national and international organizations. She began her career in the finance department at Lord & Taylor before leading creative and strategic initiatives at the global public relations firm Porter Novelli — an experience that continues to shape her business- and financially grounded approach to marketing. She has been recognized with numerous honors, including NJBIZ’s 40 Under 40, 50 Best Women in Business, the Empowering Women Award, and an induction into the Advertising Hall of Fame of New Jersey in 2025. She currently serves as a board member of the New Jersey Chamber of Commerce and is co-president of the Wall High School Business and Finance Academy Advisory Board Alumni Association Board.
Kristin L. Schmid, J.D., LL.M.: Kristin is a shareholder with Kulzer & DiPadova, P.A., where she specializes in corporate tax, business transactions, real estate and international tax. She earned her J.D. from Villanova University School of Law, specializing in Corporate Law, and her bachelor’s degree from the University of Pennsylvania, where she majored in Political Science and Economics. She obtained her Masters of Law (LL.M.) in Taxation from New York University School of Law. She is a member of the Bar of the Commonwealth of Pennsylvania and the State of New Jersey. She currently serves as one of the Taxation Law Section’s delegates to the New Jersey State Bar Association General Council.
Mark Stone, CPA. MST: Mark is a managing director in Armanino’s state and local tax (SALT) group and a recognized specialist in sales and use tax. He previously served as the founder and managing partner of Sales Tax Defense LLC, which later merged with Armanino. With more than 30 years of experience in state and local tax strategy and compliance, Mark has built a reputation as one of the leading experts in multistate sales and use taxation. His background includes serving as a New York State tax auditor as well as holding tax manager and principal roles at several prominent accounting firms. He is frequently invited to speak on sales and use tax issues by professional organizations and has served as an expert witness, testifying in tax court on behalf of clients. In addition, Mark has been an adjunct professor at Long Island University’s C.W. Post campus.
Michael Tiger, CPA, M.B.A., ACC: Michael is an International Coaching Federation (ICF) certified executive coach and facilitator with over 20 years’ experience building dynamic teams and leaders. A former executive in top-tier global corporations, he knows how to generate sustainable financial results while empowering resilient leaders. As a CPA and coach, Michael is well-versed in helping accountants improve performance, overcome burnout and drive stronger results. Some of the areas Michael has had his greatest impact include: guiding accountants' shift from analytical to leadership roles; building executive presence, resilience, and self-awareness; initiating proactive "busy season" planning to improve work-life balance and minimize burnout; transitioning successfully to new roles (including promotions); and overcoming imposter syndrome. By creating greater self-awareness and resilience, Michael guides his clients to reach new heights while staying true to their core values.
Jacob Wood, J.D., Meng: Jacob is a partner with Capstan Tax Strategies. In the last decade, he has personally performed or overseen over 2,000 R&D Tax Credit studies, identifying and substantiating over $800 million in federal and state tax credits. Additionally, he specialized in creating excellent experiences for his clients and their friends, engaging hundreds of clients by direct referral. The majority of Jacob’s clients have also gone on to become multi-year partners. Jacob is a subject-matter-expert (SME) in R&D Tax Credit law, Canadian Scientific Research and Experimental Development (SR&ED) credits, Cost Segregation and federal energy incentives. He is also an SME in the architecture, engineering, construction, manufacturing, software and life sciences industries, though he confesses to a special interest in robotics and automation. A self-described “lifelong student,” Jacob is continually sharpening his technical skills. He freely admits to loving math, reading The Economist, and considering tax law a “fun hobby.” He is a member of the Texas Bar Association.
Frank Xavier Wukovits, J.D., M.Eng.: Frank is an associate at CSG Law, practicing with the firm’s Tech, Privacy and Data Innovations Group and its Corporate & Securities Group. He dedicates his practice to working with entities at the intersection of law, business and emerging technologies, ranging from startups, emerging growth companies, private companies, and Fortune 500 companies to private equity funds, venture capital funds, corporate VCs, family offices, and angel investors that invest in those companies. Frank works with entities across the entire corporate life cycle. He also negotiates and drafts agreements involving application development, end user licenses, Software-as-a-Service (SaaS), Infrastructure-as-a-Service (IaaS), secure cloud computing, mobile computing, information technology, data licensing, e-commerce, AdTech, marketing tech, insurtech, and healthcare with service providers, vendors, partners, developers, business associates, manufacturers, suppliers, customers, and other entities.
Joel Zeff: Joel is a renowned improvisational actor, humorist and motivator who is known to reignite a team's inner spark to skyrocket performance, collaboration and success. He leads the audience through a series of exercises that demonstrates how easy it is to work creatively, effectively and productively. Joel reignites the "spark" for innovation, transformation and productivity. His interactive performances invite members of the audience to participate in hilarious improvisational exercises that illustrate Joel's central message that organizations should celebrate every day successes.
Edward K. Zollars, CPA: Ed is a partner with the firm of Thomas, Zollars & Lynch, Ltd, in Phoenix, Arizona, and specializes in tax issues for closely held businesses and individuals. He has served on committees with the American Institute of CPAs' (AICPA) Tax Section and currently serves on the Arizona Society of CPAs' (ASCPA) legislative tax liaison committee. Ed has published tax podcasts on tax matters and is currently producing the weekly audio and video for the Current Federal Tax Developments podcast on current tax matters for Kaplan Financial Education and the related blog with regular tax updates throughout the week. Along with writing, editing and presenting courses for the past 15 years, Ed has written articles published in Practical Tax Strategies and The Tax Adviser. He is a frequent contributor to a number of online professional tax discussion groups, including the NJCPA Member Open Forum.