Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
August 22, 2017
Amanda L. Sexton, CPA, ABV, CFF, CFE – 2017 40 Under 40 Honoree
Amanda L. Sexton, CPA, ABV, CFF, CFE Age: 32 Employer: Markowitz, Fenelon & Bank, LLP Title: Accountant/Valuation Analyst City/State: Riverhead, NY Website: www.mfbcpa.com Twitter: N/A Professional Associations/Memberships AICPA Member NYSSCPA – Suffolk Chapter: 1) President 2) East End Committee Co-Chair 3) Membership Committee Co-Chair NYSSCPA – Statewide: 1) Former Nominating Committee Member 2) Former Business...…
August 22, 2017
Garrett Wagner, CPA.CITP – 2017 40 Under 40 Honoree
Garrett Wagner, CPA.CITP Age: 36 Employer: Thaney & Associates Title: Business Therapist City/State: Rochester, NY Website: www.thaneycpa.com Twitter: garrettwagner37 Professional Associations/Memberships: AICPA member New York State Society of CPAs Member President of the Rochester Chapter of the New York State Society of CPAs NextGen committee I strive to create lasting change and real impact with...…
August 22, 2017
Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE – 2017 40 Under 40 Honoree
Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE Age: 29Employer: Lehman College (CUNY)Title: Assistant ProfessorCity/State: New York City (Bronx), New Yorkhttps://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/ Listen to this podcast Professional Associations/Memberships (please include any leadership roles): NJCPA – He is a member of the NJCPA Content Advisory Board, Student Programs & Scholarship Committee, Emerging Leaders Council, Nonprofit Interest...…
August 22, 2017
Ben Pechan, CPA, CCIFP – 2017 40 Under 40 Honoree
Ben Pechan, CPA, CCIFP Professional Credentials (CPA, EA, MBA, etc if any): CPA, CCIFP Age: 32 Employer: Smith & Gesteland, LLP Title: Chief Financial Officer City/State: Madison, Wisconsin Website: www.sgcpa.com Twitter: Professional Associations/Memberships: WICPA (Wisconsin Institute of Certified Public Accountants)– Accounting Careers Board Member CFMA (Construction Financial Management Association) – Vice President, Membership My...…
August 22, 2017
Christine Boeckel, JD, LLM – 2017 20 Under 40 Honoree
Christine Boeckel, JD, LLM (Taxation) Age: 33 Employer: Bloomberg BNA Title: Deputy Editorial Director, State Tax City/State: Arlington, Virginia Website: https://www.bna.com/ Twitter: @Boeckel_Tax I began working as a State Tax Law Editor at Bloomberg BNA in 2011, where I focused on maintaining and updating Bloomberg BNA’s State Tax Portfolios and Navigators. As an editor I...…
August 22, 2017
Melisa Galasso, CPA, CGMA – 2017 40 Under 40 Honoree
Melisa F. Galasso, CPA, CGMA Age: 36Employer: Galasso Learning Solutions LLCTitle: OwnerCity/State: Charlotte, NCWebsite: www.galassolearningsolutions.comTwitter: @hoffmamf, @galassolearning Listen to this podcast Professional Associations/Memberships: AICPA – Technical Issues Committee Member, Leadership Academy Alum (2014) NCACPA – Past Chair A&A Committee, Past President Charlotte Chapter, Charlotte Women Initiative Co-Chair VSCPA – LEAD Task Force Member, Digital...…
August 22, 2017
Kevin Bong – 2017 20 Under 40 Honoree
Kevin Bong Age: 27 Employer: AuditFile, Inc. Title: Co-founder City/State: San Francisco, California Website: www.auditfile.com Twitter: @auditfile_team 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 audit automation solution that empowers firms to prepare for the future of auditing. AuditFile received...…
August 22, 2017
The New Year’s Resolution
In the weeks before my resolution, I researched everything I could find about this new pricing strategy called Value Pricing. I felt bad about charging catch up clients too much because I figured they would just go elsewhere and I would lose out on ...
August 22, 2017
Meredith Root Elmore, CPA, MBA – 2017 40 Under 40 Honoree
Meredith Root Elmore, CPA, MBA Age: 28 Employer: Liscio, Inc. (CXO) & Rootworks (Director of Operations) Title: CXO (Chief Experience Officer) City/State: Bloomington, IN Website: liscio.me Twitter: @MeredithRoot Professional Associations/Memberships (please include any leadership roles): – Intuit’s Account Council – Rootworks, Director of Operations I’ve been a member of Intuit’s Accountant Council for 2...…
August 22, 2017
Steven Bong – 2017 20 Under 40 Honoree
Steven Bong Age: 30 Employer: AuditFile, Inc. Title: CEO City/State: Walnut Creek, CA Website: www.auditfile.com Twitter: @AuditFile_team Steve is a co-founder and head of development for AuditFile, which introduced the profession’s first complete, cloud-based audit automation solution. Prior to starting AuditFile in 2011, Steve used his degree in statistics from UC Berkeley as an analyst in the financial services...…
August 22, 2017
AICPA Supports New Credit Union Audit Report Policy
The American Institute of CPAs supports the National Credit Union Administration’s focus on the overall integrity of audit report submissions, and recently worked with the regulatory body to remove obstacles to the implementation of a new policy designed
August 22, 2017
New Guide Focuses on Revenue Recognition
Thomson Reuters has released PPC’s Guide to Revenue Recognition, providing in-depth and practical guidance for accountants and their clients on the new requirements for how and when revenue is recorded. These changes will impact financial reporting ...