Chris Frederiksen, CPA
Chris Frederiksen, CPA, is one of the best-known seminar leaders and consultants to the accounting industry. He is also a practicing accountant in the San Francisco Bay Area. His experience includes partnership positions with two international CPA firms and building several independent practices. As a consultant for the past twenty years, he has been helping small and medium sized accounting firms achieve their goals of greater profitability and greater personal satisfaction for the owners. He has been named to the Accountant’s Hall of Fame as well as one of the Top 100 Most Influential People in Accounting.
CPA, CA, CFP®, CIM
Paul Tyers, Managing Director of Wealth Stewards Inc. has over 25 years of wealth planning and management experience. He works closely with several accounting firms and their high net worth clients. Paul speaks nationally and internationally on integrating wealth management into accounting practices.
Growth Strategist, Business Evolution Consulting Inc
Jeff Borschowa is the founder of Business Evolution Consulting Inc. He is an author, educator, and curator of all things related to accounting efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm. The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process
Joel Sinkin is President of Transition Advisors and consults exclusively on Mergers and Acquisitions for Public Accounting Firms. He has overseen the sale of hundreds of accounting firms. Joel teaches CPE for the AICPA and many other organizations. He has authored dozens of articles and recently published his third book, CPA Firm Mergers and Acquisitions, which he coauthored with his partner Terry Putney. In 2012 and 2013 Accounting Today named Mr. Sinkin one of the Top 100 Most Influential People in Accounting.
Terry Putney, CPA
Terry Putney, CPA is the CEO of Transition Advisors and has more than 35 years’ experience in the CPA profession. For six years, he served as Managing Director – Mergers and Acquisitions for RSM McGladrey, the country’s fifth-largest accounting firm. At RSM, he structured and negotiated numerous deals resulting in the acquisition of accounting and consulting firms ranging in size from sole proprietors to multi-state firms with hundreds of staff and professionals. At Transition Advisors, Terry consults exclusively with CPAs on M&A, succession, and other strategic issues. Terry has been named one of the Top 100 Most Influential People in Accounting.
Damien Greathead, MBA
Damien Greathead, MBA, is the VP-Business Development North America for Receipt-Bank. VP-Business Development North America. Damien works with practitioners around the country helping them to grow and manage their firms. Damien regularly speaks to state and national accounting groups on topics including change management, marketing, technology, and practice management.