Promotion

Tony T. Chan, CFP®, EA PrincipalCrossroads Planning, LLCOrange, CAwww.crossroads-planning.com Twitter: @Tinchan85Linkedin.com: https://www.linkedin.com/in/tony-t-chan-cfp®-ea-24396319 Professional Associations/Memberships: XY Planning Network The National association of Personal Financial Advisors Financial Planning Associations (Past OC Nexgen Chairman) Enrolled Agent Society Career Highlights Retired as a Captain (accounting officer) from the US Army Reserve. Launched Crossroads Planning LLC to use technology to […]

Melisa Galasso, CPA, CGMA OwnerGalasso Learning SolutionsCharlotte, NCwww.galassolearningsolutions.com Twitter: @hoffmamf @galassolearning Professional Associations/Memberships:  AICPA – Technical Issues Committee,  Leadership Academy Alumni (2014), CPE Content Author, Frequent Speaker, NFP Conference Planning Committee NCACPA – Past President – Charlotte Chapter, Past Chair – A&A Committee, Frequent Speaker, Interim Review article contributor, Co-Chair – Charlotte Women’s Initiative, Professional Women’s Conference Planning Committee Co-Chair […]

Arthur Garcia, MBA Director, National Account – AmericasXerowww.xero.com Twitter: @arthurfgarcia LinkedIn: https://www.linkedin.com/in/arthurgarcialeader/ Career Highlights As an early employee at Xero US in Feb 2013 I have witnessed a lot of innovation in the accounting profession and although it has been challenging at times I have enjoyed every moment.  My initial role at Xero was to […]

Kelly Ward, CPA, CGMA, MBA PrincipalRobinson & Ward, PCFairbanks, AKwww.rwcpaak.com Twitter: @kellywardcpa Professional Associations/Memberships: Alaska Society of CPAs, President; AICPA – Student Recruitment Committee, Financial Literacy Committee   Career Highlights: June 2017: AK Society of CPAs President December 2017: Somers School Presenter (Realtors) August 2017: Accounting Profession Top 40 Under 40; CPA Practice Advisor February […]

Patrick Lee, CPA, MSA LecturerUniversity of Texas at San Antoniohttps://patrickleecpa.com Twitter: @patrickleecpa Professional Associations/Memberships: AICPA – Student Recruitment Committe KSCPA – Formerly Board of Directors Member Career Highlights: Recipient of the Charles H. and Verda R. Kokpe Award for Distinguished Teaching Recipient of the Kansas Independent College Association Faculty of Distinction Successful accounting education YouTube channel […]

Melissa A. Oaks, J.D., LL.M. Managing Editor,Thomson Reutershttps://tax.thomsonreuters.com/checkpoint/catalyst Twitter: @melissaaoaks Career Highlights: I started my career practicing law in New York – first, within a large firm’s tax division and later, as a sole practitioner. I joined Thomson Reuters in 2013 as part of a talented team developing state and local tax content for a […]

Kenneth J. Healy, CPA Principal,Diversified Financial Solutions, PCNaugatuck and Southbury, CTwww.dfspc.biz Professional Associations/Memberships: Member of the American Institute of Certified Public Accountants (AICPA) Member of the Connecticut Society of Certified Public Accountants (CTCPA) Certified Quickbooks ProAdvisor Member of the CTCPA Federal Tax Committee. Career Highlights: Named by the CTCPA as one of the “New and […]

Daniel Vidal, MS Head of Business Development,ExpensifyPortland, ORwww.Expensify.com Twitter: @DanielVidal88LinkedIn: https://www.linkedin.com/in/daniel-vidal-b2314932/ Career Highlights Launched the Expensify Business Development Team Launched the ExpensifyApproved! Accountants Program and helped it grow to a major company contributor Formed Partnerships with Intuit, Xero, NetSuite, Sage, Bill.com, Apple, and more Launched a partnership with CPA.com, making Expensify the preferred receipt and […]