Technology

September 23, 2019 

Baby boomers, according to Forbes, are about to pass an estimated $30 trillion in assets down to millennials within the next few years. This generational transfer of wealth gives millennials many options on investing ...

September 23, 2019 

Caleb L. Jenkins, EA, CQP Leader of Client Accounting Services RLJ Financial Services, Inc.Ceres, CA www.rljfinancial.com  Career Highlights: Officially started my career working for my dad’s accounting firm RLJ Financial Services, Inc. in January 2009. Became a Certified QuickBooks ProAdvisor in 2010 at age 16. Joined the TSheets PRO Council in February 2016. Joined the...…

September 23, 2019 

Calvin F. Leong Product Innovation ManagerThomson ReutersAnn Arbor, MIhttps://tax.thomsonreuters.com/en Career highlights: Creator and developer of the FirmFlow API utility which is a program that retrieves data through the FirmFlow API and stores it into a local SQL database. As a result, you can run specific queries and connect the SQL database to different business analytic...…

September 23, 2019 

Sean Ryan Co-Founder, Chief Technology Officer, NODE40Albany, NYhttps://www.node40.com/ Prior to his entrance into the blockchain industry, Sean was a noted academic – with degrees in Computer Science as well as Information Science. He served as a lecturer whilst working in a myriad of engineering roles for the New York State government. Following 9/11, he was...…

September 23, 2019 

Eric R. Greene, MBA, CPA, CMA, CIA, CFE Senior Manager, Technical Accounting and Financial Reporting Zagg, Inc.Salt Lake City, UThttps://www.zagg.com/ Career Highlights: Eric Greene is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), a Certified Internal Auditor (CIA), and a Certified Fraud Examiner (CFE), with several years of “Big Four” financial accounting experience...…

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 

Marjorie Adams CEO, FourlaneAustin, TXwww.fourlane.com Career Highlights: Top QSP since 2010 Writer of the QBES certification for Intuit Over 40 employees in 10+ states Accounting Today top Technology firm 2019 First employees still work for Fourlane 8 years later. What are you doing to make a difference in the profession, your community, the world? We...…

September 23, 2019 

Steven J. Baum, CPA Principal, Friedman LLP Hoboken, NJ https://www.friedmanllp.com  Career Highlights: Steve Baum, a Principal at Friedman LLP, is the embodiment of a “game-changer.” He is a leader in the firm’s Public and Private Companies Assurance group, where he specializes in digital currency and blockchain technology auditing.  Steve works at the intersection of business...…

September 23, 2019 

Elizabeth Pittelkow Kittner, CPA.CITP, CGMA, DTM Head of FinanceInternational Legal Technology Association (ILTA)Chicago, ILhttps://www.iltanet.org Career Highlights: Passing the CPA Exam Working in public, corporate, and nonprofit accounting Attending AICPA’s Leadership Academy Earning my CITP and CGMA designations Achieving DTM status in Toastmasters Serving as a volunteer leader for the AICPA and Illinois CPA Society Speaking...…

September 23, 2019 

Megan D. Lewczyk, CPA, MAcc Owner, Megan D Lewczyk, CPA, LLC Kailua, Hawaii Megan Lewczyk is a CPA, location independent entrepreneur, lifelong learner. She started her career at KPMG in the IT attestation department in Denver. Before that, she attended the University of Denver and graduated summa cum laude with her undergraduate degree in general...…

September 23, 2019 

Ben Richmond, CA U.S. Country ManagerXeroDenver, COwww.Xero.com/us Career Highlights: Ben started his career in a large regional accounting practice before working for New Zealand’s largest telecommunications company where he focused on SEC compliance and investor reporting. He joined Xero in New Zealand in 2013 where he led the country’s national growth and spearheaded Xero’s global...…