Latest Articles

September 23, 2019 

Will Buckley, CA Country Manager, Canada Xerowww.xero.com Career Highlights: After pursuing a degree in accounting, Will spent the early years of his career in public and corporate accounting across public practice, corporate finance (M&A), commercial finance, and technology. In 2013, he founded buckleybrown, a 100% cloud accounting practice for small business owners in Australia. Will...…

September 23, 2019 

Dr. Sean Stein Smith, CPA, CMA, CGMA Assistant Professor, Lehman College, City University of New Yorkhttp://www.lehman.edu/academics/economics-business/faculty-spotlight.php Career Highlights: E.C. Harwood Visiting Research Fellow, American Institute for Economic Research – 2019 Named 40 under 40 by CPA Practice Advisor in 2017, 2018, and 2019 Member of the 2017 AICPA Leadership Academy Named Young Professional of the...…

September 23, 2019 

Lincoln Fleming, CPA, CFP® Director of Tax, Canopywww.CanopyTax.com I began my career in the wealth advisory groups of PwC and Goldman Sachs in San Francisco and London where I provided tax, financial planning, and wealth transfer services to high net worth individuals and families. I am currently a member of Canopy’s leadership team and lead...…

September 23, 2019 

Jason Deshayes, CPA, CGMA Raleigh Accelerate Market Leader Elliott Davis, PLLC www.elliottdavis.com  Career Highlights: I had a fruitful 14-year career in public accounting in Albuquerque, New Mexico before selling our practice and having the opportunity to serve the accounting profession as a firm relations manager within the Association of International Certified Professional Accountants. Ultimately, I...…

September 23, 2019 

Brian E. Bender, CPA, MBA Senior Manager & Co-Chair of Nonprofit Practice GroupS.R. Snodgrass, P.C.www.srsnodgrass.com Career Highlights: Growing the Nonprofit Practice at S.R. Snodgrass has been one of the most rewarding professional experiences of my career. Having over a decade of experience in public accounting, and five years serving as a financial executive for several...…

September 23, 2019 

Jerry J. McPherson, CPA, CFE Managing PartnerThe Mathias Group, CPAswww.themathiasgroup.com Jerry J. McPherson is Founder and Managing Partner of The Mathias Group, located in Tempe, AZ. The firm offers tax resolution, accounting , and attestation services to individuals and businesses. Jerry has positioned himself as a subject matter expert in emerging industries including cannabis taxation,...…

September 23, 2019 

Ryan E. Scharar, JD, CPA, MBA Attorney-CPA Scharar Law Firm, PCFort Worth, TX www.scharartax.com Career Highlights: Passing the CPA exam and starting my career with PricewaterhouseCoopers was a dream come true. Passing the bar exam and joining a downtown Fort Worth law firm was another dream come true.  In 2014 I started my law firm...…

September 23, 2019 

Lindsay Stevenson, CPA, CGMA Vice President – Finance & Tax 1st Financial Bank USADakota Dunes, SDhttps://www.1fbusa.com/fscm/  Career Highlights: Graduated Gonzaga University (Go Bulldogs!) CPA in 2013 (after 8 years in the profession and 3 kids!) Graduated AICPA Leadership Academy (Class of 2015) 2015 SDCPA Outstanding Young CPA Award 2017 AICPA Outstanding Young CPA Award Appointed...…

September 23, 2019 

Rebekah Brown, CPA Director of Development Maryland Association of CPAs and The Business Learning Institute Towson, Maryland macpa.org / blionline.org Career Highlights: Three years in public accounting before leaving to work on behalf of CPA profession at MACPA/BLI Seven years at MACPA/BLI, moving from Learning Consultant, to Membership Manager and now Director of Development MACPA...…

September 23, 2019 

Swati Garodia, MBA Global Head of Products, Tax & Accounting Professionals BUThomson Reuters www.ThomsonReuters.com Career Highlights: As the Global Head of Products for the Tax & Accounting Professionals at Thomson Reuters, I lead a team of over 500 employees, including 200+ experienced CPAs. We deliver customer-led innovation through flagship brands such as Checkpoint, UltraTax CS,...…

September 23, 2019 

Richard L. Ward, CPA/PFS, CFP® CPA Financial Planner Capital Configuration, LLC Pittsburgh, PA www.capitalconfiguration.com Career Highlights: First in family to graduate from college/university New hire (1 of 100 out of 1,000) selected to attend KPMG 2008 Global Audit Training in Athens, Greece. July 2014 started my own practice – Capital Configuration, LLC 2014 Five Star...…

September 23, 2019 

Damien Greathead, MBA Global Accountants Programs & Partner Marketing Receipt Bank Washington DC www.receipt-bank.com Career Highlights: Established 2020 Group USA with Chris Frederiksen, a membership and consulting group for small and medium-sized firms, that was acquired by Panalitix. Opened the North America office for Receipt Bank to better serve US and Canadian accountants and bookkeepers...…