Firm Management June 18, 2026
Private equity has reshaped the accounting profession more quickly than most expected.
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?...…
August 25, 2013
Aubrey Lynch, CPA — 38Principal, CS&L CPAsBradenton, FL www.CSLcpa.com Education: Master of Accounting degree, Bachelor of Science in Accounting – University of FloridaProfessional Associations/Memberships: AICPA, FICPA, President of the Estate Planning Council of Manatee County, Co-Chair of the Campaign Committee for the United Way of Manatee CountyHobbies: Cooking, reading, spending time with my family ...…
August 25, 2013
Anthony J. Nitti, CPA, MST — 38Partner, WithumSmith+BrownAspen, Co www.double-taxation.com Education: Masters in Taxation, University of Denver ; Bachelor of Science in Accounting, The College of New Jersey Professional Associations/Memberships: Member of AICPA, NJCPA, COCPAHobbies: Skiing, mountaineering and mountain biking. What are the key areas of your firm that have seen the greatest change in...…
August 25, 2013
Adam Kupperman — 38Vice President & Head of ONESOURCE Firm Edition, Thomson ReutersHoboken, NY BS in Economics, Wharton School of BusinessMBA, Cornell’s Johnson School of Management Hobbies: Family time, exercising, softball, avid New York Yankees fan Have you embraced cloud computing for your practice? Are you moving your clients to the cloud? I am...…