Attendee Information
Resources
Corporate
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Mark R. Albrecht, CPA, MST
Founding Shareholder
Kirkland Albrecht & Fredrickson, P.C.
Mark Albrecht is a founding shareholder of Kirkland Albrecht & Fredrickson, P.C., and has over 23 years of experience in public accounting, specializing in tax services. He is a current member of the Board of Trustees of Eastern Bank, along with being a member of their audit committee. In addition, he is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.
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Stephen Barrett, CPA, CITP, and MCP
Partner, HKMP Technologies, LLC
Director of Information Technology at Held, Kranzler, McCosker & Pulice, LLP (HKMP)
Stephen Barrett's role as a partner in HKMP Technologies evolved from his talent and interest in improving technology as a CPA within the accounting firm of Held, Kranzler, McCosker & Pulice (HKMP). His unique combination of accounting skills and IT mastery has made him a true expert in his field. Stephen consults with firms of all sizes to construct and customize paperless and automated environments. Under Stephen's direction, HKMP has won Practical Accountant's Practice Innovation Award three times for progressive and innovative use of technology to maximize the firm's efficiency.
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L. Gary Boomer, CPA.CITP
CEO
Boomer Consulting, Inc.
L. Gary Boomer is CEO of Boomer Consulting, Inc., an organization that provides planning and consulting services to leading firms in the accounting industry. Boomer strategies chart a transformation roadmap that results in increased revenue, goal-oriented personnel and business growth.
Gary is recognized in the accounting profession as the leading authority on technology and firm management. For the past ten years, he has been named by Accounting Today as one of the 100 most influential people in accounting. He consults and speaks around the globe on management and technology related topics including strategic and technology planning, compensation and developing a training/learning culture. He acts as a planning facilitator, provides coaching and serves on many advisory boards.
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Bill Carlino
Editor-in-Chief
Accounting Today
Bill Carlino is a veteran journalist and editor-in-chief of Accounting Today, as well as editorial director for all accounting publications under the SourceMedia banner such as Accounting Technology, Practical Accountant, CPA Wealth Provider WebCPA and SMB Finance.
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Geoffrey Duke
President and Chief Executive Officer
MPAY Inc
Geoffrey Duke was named President and CEO of MPAY Inc in November 2003. Prior to joining MPAY, Geoffrey was employed as the Director of Product Development at CBIZ Payroll, Inc. While employed by CBIZ, and its predecessors, he held several management positions responsible for payroll processing and benefits administration. Over thirteen years, he held many positions responsible for the integration of payroll, insurance, COBRA, flexible benefit plan and retirement plan services. Geoffrey graduated from Washington and Lee University in Lexington, VA with a Bachelor of Arts Degree in Political Science.
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David M. Cieslak, CPA.CITP, GSEC
Principal
Arxis Technology, Inc.,
David Cieslak is a Principal with Arxis Technology, Inc., a computer consulting firm with offices in Southern California, Chicago and Phoenix. He specializes in micro-computer accounting systems, information security, the Windows operating environment, eCommerce, handheld computing, systems development and project management.
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William C. Fleenor, CPA, Ph.D.
Chief Financial Officer
K2 Enterprises
Will has conducted seminars for more than 40 State CPA Societies, and has spoken at numerous accounting technology conferences, including speaking at the AICPA Information Technology Conference for the past 14 years, as well as doing training for other organizations such as the FBI. Will is a past Chairman of the AICPA Information Technology Conference, as well as past chairman of other conferences and professional committees. Will is a co-author of the Practitioners Publishing Company's "Guide to Installing Microcomputer Accounting Systems" and has had numerous articles published in professional journals including the Journal of Accountancy, the CPA Journal, and others.
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Michael Giardina
President
North40 Systems
Michael is the Chief Designer and Architect of Office Tools Professional software designed specifically for small accounting offices. Previously, Michael owned a small tax practice and was employed by multiple tax accounting firms. He also worked at CCH for 10 years as a product specialist, and has been President of North 40 Systems, providing technology consulting for the last 15 years. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado. |
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Randolph (Randy) P. Johnston, M.C.S., MCP
Executive Vice President, Partner
K2 Enterprises
Randy Johnston, executive vice president, K2 Enterprises, is a nationally recognized educator, consultant and writer with over 30 years experience in Strategic Technology Planning; Systems and Network Integration; Accounting Software Selection; Business Development and Management; Disaster Recovery and Contingency Planning; and Process Engineering.
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Glen Keenan, CPA
President
XCM Solutions, LLC
Glen Keenan is the president of XCM Solutions, offering the award-winning XCMT workflow management software, and Xpitax, the leader in outsourcing solutions for the accounting profession. Glen's successful career in public accounting and technology is representative of the influence that his generation is bringing to the profession.
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Bob Knight, CPA
Managing Partner
Lane Gorman Trubitt, LLP
Bob joined LGT in 1976. His responsibilities include overseeing the activities of the firm's team members performing audit, tax and management consulting services. Bob serves as audit partner for a variety of publicly-traded and privately-held corporations, limited partnerships in oil & gas, real estate, banking, and manufacturing engagements. Bob received his BBA in Accounting from University of Texas, Austin. Bob is professionally affiliated as a member with the American Institute of CPAs (AICPA); Texas Society of CPAs (TSCPA); Dallas Chapter of TSCPA; Association of Certified Fraud Examiners; University of North Texas Accounting Advisory Board; and as Finance Chairman for Porsche Club of America Bob is licensed to practice in Texas, California, Oklahoma, and New Mexico.
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Tamara Miramontes, CPA
Managing Shareholder, Las Vegas Office
Kafoury, Armstrong & Co.
Tamara has been with Kafoury for more than 13 years. She specializes in government, nonprofit and casino industry auditing and oversees her own private practice working with both individuals as well as small business clients in a wide variety of industries. She is an active member in the American Institute of Certified Public Accountants, the Nevada Society of Certified Public Accountants and the National Association of Women Business Owners. Tamara earned a Bachelor of Science in business administration from the University of Nevada, Reno.
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Roger Mongeon
Vice President of Marketing
Doc.It
During the last five years, as Vice President of Marketing for Doc.It, Roger Mongeon has personally assisted over 150 public accounting firms move towards a more digital office using less paper (moving towards paperless). He has a first line relationship with most practices and has been instrumental in understanding best practices for leading edge accountants within the United States & Canada.
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Val D. Steed, CPA.CITP, MA
Chief Executive Officer
K2 Enterprises
Val D. Steed graduated from Utah State University where he received both his Bachelors of Science (BS) in Accounting and his Masters of Accounting(MA).
After college, Val worked for Deloitte Haskins and Sells of Salt Lake City, Utah, and then with Hansen, Steed, Bradshaw & Malmrose P.C. of Salt Lake City. Val was with Hansen, Steed, Bradshaw & Malmrose P.C. for eleven years and was a shareholder for six years before leaving to start K2 Enterprises. Currently, Val is the CEO of K2 Enterprises which is a national technology training and consulting organization. He has 11years experience in public practice and has been involved with information systems and the technology industry for over 24 years.
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Robert (Bob) W. Scott
Editor-in-Chief
Accounting Technology
Robert W. Scott has covered the accounting profession and its technology for 16 years. He is editor of Accounting Technology, a magazine which serves tax and accounting professionals, and was previously technology editor of Accounting Today, a sister newspaper. Before that, he covered the computer industry, including both personal computer and host-based systems for trade publications. A native of Madison, Ind., he is a journalism graduate of Indiana University, but has lived and worked in the New York City area for the past 35 years. He is also the editor of the widely read, Consulting Insights, a twice monthly electronic newsletter about the accounting software market.
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Robert (Bob) H. Spencer, PhD
K2 Enterprises
Dr. Bob Spencer has nearly 40 years experience in Strategic Technology Planning, Software Selection, Disaster Recovery and Contingency Planning, Process Engineering, Content Management, Information Technology Reviews and Audits, and Internet Security Audits. He is an internationally published author of more than a dozen books and hundreds of articles on business and technology optimization.
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Thomas (Tommy) G. Stephens, Jr., MA, CPA.CITP
K2 Enterprises
Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Stephens worked for an Atlanta-based public accounting firm where he earned his designation as a Certified Public Accountant. Next, Stephens worked for BellSouth Corporation in Atlanta as an internal auditor; staff manager; operations manager of the Internal Audit Group; and manager of the Comptroller's Cost Accounting organization department. While working at BellSouth, he earned a Masters of Science (Major in Finance) from Georgia State University in 1992.
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