Technology December 7, 2025
The new partnerships with Trullion, Audit Sight, Crunchafi, Fieldguide, Validis, and Valid8 Financial support automated, data-driven audits, Thomson Reuters says.
January 5, 2026 Sponsored
December 2, 2025 Sponsored
November 20, 2025
August 21, 2017
Steven Morrison, CPA Age: 39Employer: MBAFTitle: PrincipalCity/State: Miami, FloridaWebsite: https://www.linkedin.com/in/stevenmorrisoncpa Listen to this podcast Professional Associations/Memberships: AICPA Auditing Standards Board (“ASB”) Board member SAS No. 132 Task Force Chair FICPA Educational Foundation, Board of Trustees University of Florida Accounting Conference (2018 chair) Miami-Downtown Chapter, past board member and past chair Accounting Principles and Auditing Standards,...…
August 21, 2017
David Gosselin, CPA Age: 35Employer: dbbmckennonTitle: PartnerCity/State: Long Beach, CAWebsite: www.dbbmckennon.com Listen to this podcast David has pioneered Equity Crowdfunding for the CPA industry. After passage of the JOBS Act in 2012, David sought out to become the national CPA expert and thought-leader in equity crowdfunding for the newly created Regulation A+ and Regulation Crowdfunding mechanisms...…
August 21, 2017
Michelle A. Walsh Age: 39 Employer: XCM Solutions Title: Vice President of Client Services City/State: Quincy, Massachusetts Website: www.xcmsolutions.com Twitter: @_michellewalsh Michelle has been in the accounting industry for the majority of her career. She started in public accounting in 2000 as an auditor at Eisner, LLP, in New York, NY where she...…
August 21, 2017
Matthew P. Nissen, CPA, MBA Age: 31 Employer: Verus Claims Services, LLC Title: Director of Finance and Accounting City/State: Princeton, NJ Website: www.verusllc.com Twitter: @VerusLLC Professional Associations/Memberships (please include any leadership roles): American Institute of Certified Public Accountants New Jersey Society of Certified Public Accountants In Spring 2007, I was selected for Rider’s first...…
August 21, 2017
Diana Rivera, CPA, CGMA Age: 37 Employer: MBAF, Certified Public Accountants and Advisors Title: Director (Audit department) City/State: Miami, Florida Website: www.mbafcpa.com Twitter: https://twitter.com/cpambaf Professional Associations/Memberships (please include any leadership roles): AICPA – American Institute of Certified Public Accountants FICPA – Florida Institute of Certified Public Accountants CCPA – Colegio de Contadores Públicos Autorizados de Puerto Rico (Puerto Rico Society of...…
August 20, 2017
Miscommunication plagues even the most established global businesses. Without proper and effective communication tactics, a team comprised of top tier talent will eventually fall flat and miss the mark.
August 18, 2017
Each year during tax time the “most overlooked” tax deductions get a lot of press. And every year the lists include the same deductions, such as state sales tax, student loan interest, job hunting costs, and moving expenses.
August 17, 2017
Lindsay Stevenson, CPA, CGMA Age: 35Employer: 1st Financial Bank USATitle: Vice President – Finance & TaxCity/State: Dakota Dunes, South Dakota Listen to this podcastProfessional Associations/Memberships: (1) AICPA – (a) general council (member-at-large) 2018-2021; (b) YMLC (Young Members Leadership Committee) Vice Chair; (c) WIEC (Women’s Initiatives Executive Committee) member; (d) DIEP (Depository Institutions Expert Panel) member....…
August 17, 2017
Ashley Britton, CPA Age: 35 Employer: AICPA Title: Lead Manager, Not-for-Profit Content Development — Public Accounting City/State: Durham, NC Website: www.aicpa.org Twitter: @albbritton81 Professional Associations/Memberships: I am a member of the AICPA and the North Carolina Association of Certified Public Accountants. I have served as a member of the Accounting and Auditing committee and Not-for-Profit...…
August 17, 2017
Benjamin “Bo” Garner, CPA, MBA Age: 31 Employer: PBMares, LLP Title: Assurance Manager/Co-leader Not-for-Profit Services City/State: Newport News, VA Website: www.pbmares.com Twitter: https://twitter.com/bo_garner Professional Associations/Memberships (please include any leadership roles): Virginia Peninsula Chamber of Commerce 2017 graduate of LEAD Peninsula, member Association of Fundraising Professionals, Hampton Roads Chapter finance committee North Suffolk Rotary Club sergeant...…
August 17, 2017
Scott Hoppe, CPA, DBA Age: 29Employer: Hoppe TaxTitle: OwnerCity/State: San Francisco, CAWebsite: hoppetax.com Listen to this podcast Professional Associations/Memberships:AICPA memberCalCPA member and Trustee on the board of the CalCPA Education Foundation Paragraph summarizing your Career highlights I was lucky to work at Blast Zone, a small business toy manufacturer and online retailer, while in high...…
August 17, 2017
Joshua Lance, CPA, CGMA Age: 34Employer: Lance CPA GroupTitle: Managing DirectorChicago, Illinoislancecpa.com Listen to this podcast Professional Associations/Memberships (please include any leadership roles): Illinois CPA Society – Accounting Principles Group committee member; AICPA; Thriveal CPA Network Paragraph summarizing your Career highlights Joshua D. Lance, CPA, CGMA is the Managing Director of Lance CPA Group, a...…