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Robert Westley, CPA, PFS, CFP® Vice President & Wealth Advisor, Northern TrustNew York, NY www.northerntrust.com  Career highlights I began my career in Public Accounting, most recently as a Senior Tax Consultant in Deloitte’s New York City Private Wealth practice. At Deloitte, I advised high-net-worth multi-generational families on their gift and estate planning, income tax planning, […]

David Cardoza Head of ExpensifyApproved! Partnerships, Expensify https://www.expensify.com/ Career Highlights: My career working in the tech space can be traced back to my days at Arizona State University managing Google Adwords and social media campaigns for local businesses and fortune 500 companies. I joined Expensify in 2014 after some coaxing from my colleague, Daniel Vidal, […]

Sarah G. Bradley, CPA Senior Manager – Personal Financial Planning AICPAhttps://www.aicpa.org/interestareas/personalfinancialplanning.html Career Highlights: Through the inspiring collaborative efforts with my team, volunteers, valued members, and peers, I am grateful to participate in positively impacting CPA financial planners and the professions in a variety of ways: Drafting, exposure, and promulgation of Statement on Standards in Personal […]

Lindsey Curley, CPA, CGMA Senior Manager, Firm Services AICPARaleigh, NCwww.AICPA.org Career Highlights: Worked for three years in a small tax firm Currently working in my eighth year with the Association’s PCPS team 2016, 2017, 2018, 2019 “40 under 40,” CPA Practice Advisor Author of Journal of Accountancy article Gaining (from) your clients’ trust   Outreach: […]

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 […]

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 […]

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 […]

Lincoln Fleming, CPA, CFP® Director of Tax, Canopywww.CanopyTax.com I began my career in the wealth advisory groups of PwC and Goldman Sachs in San Francisco and London where I provided tax, financial planning, and wealth transfer services to high net worth individuals and families. I am currently a member of Canopy’s leadership team and lead […]