Technology

August 25, 2013 

Daniel T. Moore, CPA — 35Owner, D.T. Moore & Company                               Salem, OH www.dtmooreandcompany.com Education: Bachelor of Business Administration-Accounting, Kent State University; Master of Public Administration- Gannon University Professional Associations/Memberships: American Institute of Certified Public Accountants, Serves on Individual Tax Technical Resource Panel, Ohio Society of CPA’s- Serve on the Public Relations Advisory Council and Tax...…

August 25, 2013 

Dan Nicholson, CPA, CGMA — 32Founder/CEO, Nth Degree CPAs, PLLCSeattle, WA www.nthdegreecpas.com Education: Seattle University Bachelor of Arts in Business Administration with emphases in Accounting and E-Commerce Information SystemsProfessional Associations/Memberships: WSCPA, AICPA, President-Elect Seattle University Alumni Board of GovernorsHobbies: marathons, triathlons, live music, building our business What are the key areas of your firm that...…

August 25, 2013 

Dan Zitting, CPA.CITP, CISA, GRCP — 31VP Product Management & Design, ACL Services Ltd.New York, NY www.acl.com Education: BS Information Systems & Finance, Colorado State University; MS Accountancy, University of Notre DameProfessional Associations/Memberships: IIA, ISACA, AICPA, OCEGHobbies: Golf, Skiing/Snowboarding, and Technology Have you embraced cloud computing for your practice? Are you moving your clients to...…

August 25, 2013 

Dustin Wheeler, CPA — 34Senior Supervisor, Hawkins Cloward & SimisterOrem, UT www.dustinwheelercpa.com Education: Master’s of Accountancy, University of Nevada-Las Vegas; Bachelor’s of Accounting, Brigham Young University-IdahoProfessional Associations/Memberships: AICPA, Nevada Society of CPAsHobbies: Pickup basketball, biking, hiking, puzzles, board games, home video editing, spending time with family   Have you embraced cloud computing for your practice?...…

August 25, 2013 

Brian Tully — 38VP & Head, ONESOURCE Transfer Pricing, Thomson ReutersNew York, NY www.tax.thomsonreuters.com/onesource/onesource-transfer-pricing Education: Sienna College, Bachelor Degree, Finance and AccountingHobbies: Tennis, football What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you using automated workflow tools? For the past five...…

August 25, 2013 

Byron K. Patrick, CPA.CITP, CGMA, MCSE — 36CoFounder/CEO, Simplified Innovations IncBaltimore, MD www.SimplifiedInnovations.com Education: BS in Accounting from Salisbury State UniversityProfessional Associations/Memberships: Maryland Association of CPA’s (MACPA) Current Chair of Board of Directors Technology Committee Past Chair and cofounder of the New/Young Professional Network Tomorrow’s CPA Speaker Instructor AICPA AICPA Council Information Technology Executive Committee...…

August 25, 2013 

Cathy Rowe, CA — 36Design Manager, CCH, a part of Wolters KluwerSt. John’s, Newfoundland, Canada Education: Bachelor of Commerce Honours, Memorial University of NewfoundlandProfessional Associations/Memberships: Institute of Chartered Accountants of CanadaHobbies: Yoga, Running, Photography, Nutrition, Reading   What are the key areas of your firm that have seen the greatest change in workflow over the...…

August 25, 2013 

Cathy Iconis, CPA — 33CEO, Iconis GroupAtlanta, GA www.IconisGroup.com Education: B.S. in Accounting from Oglethorpe UniversityProfessional Associations/Memberships: GSCPA – College Outreach Task Force Chair, Southeastern Accounting Conference Task Force Member, Leadership Council Member, NAWBO Member, QuickBooks ProAdvisor, NAN MemberHobbies: Playing with my kids, decorating, drawing, cooking   What are the key areas of your firm...…

August 25, 2013 

Chris Farmand, CPA, CITP, MBA — 33Investor Liaison, Chris Farmand + CompanyJacksonville, FL www.apr16.com, www.cfarmand.com Education: University of Florida: BA Food & Resource Economics, University of North Florida: BA Accounting, University of North Florida: MBAProfessional Associations/Memberships: AICPA, FICPAHobbies: Swimming, Cycling, Running: in that order, Camping, Cooking What are the key areas of your firm that...…

August 25, 2013 

Cory Barwick — 35Technical Product Manager, Indirect Tax Solutions, Wolters KluwerAliso Viejo, CA www.cchgroup.com Education: BA in Business Administration and Masters in Science of Accountancy – both degrees earned University of North Carolina at WilmingtonHobbies: Reading, listening to music, environmental action and causes, any kind of water activity, cooking, long road trips What are the...…

August 25, 2013 

Christian James — 35COO, XcentricAlpharetta, GA www.xcentric.com/blog Education: Texas Wesleyan University, BBA Information TechnologyProfessional Associations/Memberships: VistageHobbies: Family, Camping, Mountain Biking, Fly-Fishing Have you embraced cloud computing for your practice? Are you moving your clients to the cloud? We not only embrace it, we wholeheartedly believe and have experienced many times over the benefits it offers...…

August 25, 2013 

Brian Crofts — 34Group Product Manager & Innovation Catalyst, Intuit, Inc.Plano, TX Education: Bachelor of Science: Finance & Economics – Southern Methodist UniversityProfessional Associations/Memberships: DFW Lean Startup Group – Organizer/LeaderHobbies: Running, Travel, Photography   What are the key areas of your firm that have seen the greatest change in workflow over the past few years?...…