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Danielle Supkis Cheek, CPA, CFE, CVA DirectorPannell Kerr Forster, P.C. (PKF Texas)Houston, TXhttps://www.pkftexas.com/ Social Media: @DanielleSCheek @pkftexas Professional Associations/Memberships: Incoming Chair AICPA PCPS Technical Issues Committee TIC Representative to AICPA PCPS Executive Committee Houston Society of CPAs Board of Directors Texas Society of CPAs Board of Directors AICPA Women in Profession Summit Conference Planning Committee […]

Having a written security policy is a key requirement for your firm to become PCI compliant. We’ve created a sample policy you can use as a starting point and customize to meet your firm’s needs.

Damien Greathead, MBA VP, Global Accountants’ ProgramsReceipt BankWashington, DCwww.receipt-bank.com Twitter: @receipts_damienLinkedIn: https://www.linkedin.com/in/damiengreathead/ Career Highlights: Director, 2020 Group USA – Consulting and membership group serving accountants in public accounting. Acquired by Panalitix in 2015. Launched Receipt Bank’s North American business in 2015 Favorite books/websites/speakers that you find influential The Hard Thing About Hard Things – Ben […]

Elizabeth Adams, CPA Digital Strategy Leader,Links AdvisoryDallas, TXwww.LinksAdvisory.com Twitter: @LinksAdvisory Career Highlights: When I was in college, I attended an awards ceremony honoring a successful alumni whose speech applauded the “shoulders of giants” on which he stood. Similar to my fellow alumnus, I am a well-rounded and valuable consultant because of my strong and interesting […]

Caleb R. Bullock, CPA, CGMA Business Development ManagerSomerset CPAs and AdvisorsIndianapolis, INwww.somersetcpas.com Social Media: https://twitter.com/somersetcpas https://www.facebook.com/pages/Somerset-CPAs-PC/140499059242?ref=ts https://www.linkedin.com/company/somerset-cpas-p.c. Professional Associations/Memberships: AICPA – Vice Chair of the Young Members Leadership Council Indiana CPA Society – Ethics Committee Board Member Indiana CPA Political Action Committee – Chairman Career Highlights 2011: Passing the CPA exam. 2011: Joined my first […]

Rod Dooley, CPA, PFS, CFF Partner,Dooley and Company, LLCLexington, SCwww.dooleyandcompany.com Professional Associations/Memberships: AICPA National Accreditation Committee, AICPA Student Recruitment Committee, AICPA (member), SCACPA (member). Career Highlights: After graduating from the University of South Carolina in 2006, I came to work for my father in our small CPA practice with offices in Lexington and Columbia, SC.  […]

Steven Bong CEO, AuditFileWalnut Creek, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: In 2011, my brother and I decided to start a company in our parents’ dining room while we were both still in the college.  That small startup idea became AuditFile, the first and only commercially available, cloud-based auditing solution for CPAs and internal auditors.  Our […]

Jordan Kleinsmith, PMC-IV Pragmatic Marketing Certified for Product Management Director of Innovation,Thomson ReutersAnn Arbor, MIhttp://tax.tr.com Social Media: Twitter: @JK_at_TR LinkedIn: www.linkedin.com/in/jordankleinsmith Career Highlights: Grew Thomson Reuters’ hugely successful UltraTax CS and GoSystem Tax RS product lines during six years as Product Manager of Tax Helped establish many of the best practices which govern Product Management methods […]