Accounting

August 28, 2018 

Jo Ann M. Koontz, CPA, J.D. Founder, Koontz & Associates (law firm)Founder, Koontz & Parkin CPAs, PLLC (accounting firm)Sarasota, FLhttps://koontzassociates.com and http://www.koontzparkin.com Social Media: Twitter: @KoontzLawFirm     Linkedin.com: www.linkedin.com/in/joannkoontz/ Professional Associations/Memberships (please include any leadership roles): American Academy of Attorneys-CPAs (AAA-CPA)- 2018 President Florida Association of Attorney-CPAs   The Florida Bar Sarasota County Bar Association –...…

August 28, 2018 

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...…

August 27, 2018 

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...…

August 27, 2018 

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...…

August 27, 2018 

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...…

August 27, 2018 

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. ...…

August 27, 2018 

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...…

August 27, 2018 

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...…

August 27, 2018 

Tim Jipping, CPA, CGMA Sr. Manager, Plante MoranChicago, ILwww.PlanteMoran.com The Journey View Podcastwww.buzzsprout.com/191092 Social Media: Twitter: @timjipping Linkedin: timjipping Instagram: timjipping Professional Associations/Memberships: AICPA, ICPAS – have served in a few different roles over the year, no current positions. Career Highlights: I have over 12 years in the accounting profession, most of which has been...…

August 27, 2018 

Sarah Bradley, CPA Senior Manager, Personal Financial PlanningAICPADurham, NCwww.aicpa.org/pfp Twitter: @SBradleyCPA Professional Associations/Memberships: AICPA North Carolina Association of Certified Public Accountants American Accounting Association American Taxation Association Career Highlights: With inspiration from and through collaborative efforts with my team, volunteers, valued members, and peers, I am grateful to participate in positively impacting the profession in...…

August 27, 2018 

Roslyn Haynie Banks, EA, MAcc, BBA Founder & CEOAdelaide Rose, LLCKilleen, TXwww.HaynieBanks.com Social Media: Facebook: https://www.facebook.com/roslyn.banks.986 Instagram: @adelaide.rose11 https://www.instagram.com/adelaide.rose11/ LinkedIn: https://www.linkedin.com/in/roslynbanksea Professional Associations/Memberships: Target 3 Chairman “Building Your Economic Legacy” for the Mu Theta Omega Chapter of Alpha Kappa Alpha Sorority, Inc. (AKA) Capital of Texas Enrolled Agents (CTEA) National Association of Enrolled Agents (NAEA)...…

August 27, 2018 

Kevin Bong Co-Founder and COOAuditFile, Inc.San Francisco, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated cloud-based audit automation solution that empowers firms to prepare for the future of auditing. Kevin draws on his dual degree...…