Firm Management December 23, 2024
Does Your Firm Have a Data Strategy?
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
February 26, 2019
James M. Harte, CPA.CITP, MCP — 37
Executive Director, 601 Information Systems Vorhees, NJ Education: BS Finance and Accounting, Rutgers University School of Business – Camden Professional Associations/Memberships: AICPA, NJSCPA, ISACA Civic Involvement: Involved in community civic association as well as fundraising captain for LiveStrong challenge team, which has raised nearly $20,000 so far this year for Lance Armstrong Foundation. Frequently rides...…
February 26, 2019
Kimberly Hogan — 27
Business Development Manager, Fujitsu Computer Products of America, Inc. Irvine, CA Education: BS in Business Admin w Marketing & Sales Emphasis, Chapman University Civic Involvement: Sponsored a summer camp held in Jerusalem that facilitated understanding and unity between Israeli and Arab children. Supported a medical ministry of compassion, taking supplies to remote villages along the...…
February 26, 2019
W. Michael Hsu, CPA — 26
Founder & CEO, DeepSky Irvine, CA Education: M.S. Accountancy, Walsh College Professional Associations/Memberships: AICPA, CalCPA, Irvine Chamber Civic Involvement: UCSB Alpha Kappa Psi Hobbies: Travel, Photography, Snowboard, Driving Cell phone: iPhone 4. It is my lifeline and connects me to the rest of the world. I’ve been waiting for an Android phone to steal my...…
February 26, 2019
Jay Krishnan — 37
Marketing Manager, Intuit Employee Management Solutions, Intuit Mountain View, CA Education: MBA, San Francisco State University Civic Involvement: Live Intuit’s value ‘We care and give back’ by volunteering at community events such as RAFT (Resource Area for Teaching) and participating in ‘A Rose of Thanks’ to thank U.S. Armed Service members in the Gulf Region....…
February 26, 2019
Glen Keenan, CPA —39
President, XCM Solutions, LLC Braintree, MA Education: BS – Accounting, Boston College 1992 Professional Associations/Memberships: AICPA, Massachusetts Society of CPAs, Boston College Technology Counsel Hobbies: Time with his family, golf, and fishing Cell phone: Verizon BlackBerry Favorite app: I still have app envy because Verizon hasn’t come out with a smartphone yet. Do you...…
February 26, 2019
Adam Kupperman — 35
Senior Director, Enterprise Sales, Thomson Reuters Montvale, NJ Education: BS in Economics, Wharton School of Business Hobbies: Family time, exercising, softball, avid New York Yankees fan Cell phone: iPhone Favorite app: I would have to say Shazam because it can help me answer my 4 ½ year old daughter who continually asks, “Daddy, who sings...…
February 26, 2019
Jay Montalbano, CPA, CVA — 33
Senior Manager, Hannis T. Bourgeois, LLP Baton Rouge, LA Education: BS in Accounting, LSU Professional Associations/Memberships: AICPA; LCPA (served on numerous committees, including the New CPA Committee and the Public Relations Committee); Board of the Baton Rouge Chapter of LCPA (current Treasurer & previous Member at Large responsible for coordinating the logistics of CPE courses...…
February 26, 2019
Teresa Mackintosh, CPA.CITP — 38
Senior Vice President and General Manager, Workflow & Service Solutions, Americas – Professional, Tax & Accounting business of Thomson Reuters Dexter, MI Education: BA, MBA, University of Michigan Professional Associations/Memberships: AICPA Hobbies: family activities, exercise, leisure reading and good wine Cell phone: iPhone Favorite app: Too many to rank. Trip Tracker, Mint, Red Laser, Facebook...…
February 26, 2019
Ryan McCowan, CPA.CITP — 39
Partner, Greene, McCowan & Co, PLLC London, KY Education: BS Accounting, University of Kentucky Professional Associations/Memberships: AICPA, Kentucky Society of CPAs Civic Involvement: Member and Treasurer of the local camp of Gideons International; Member and Treasurer of Corinth Baptist Church. Hobbies: Developing technology solutions Cell phone: Apple iPhone 4 Favorite app: CPA Xpress, because I...…
February 26, 2019
Jody Padar, CPA, MST — 38
Managing Shareholder, New Vision CPA Group; Adjunct Professor, Oakton Community College Arlington Heights, IL Education: BBA, Saint Mary’s College-Notre Dame; MST, Northern Illinois University Professional Associations/Memberships: Founder/Past President, Chicago-Area QuickBooks ProAdvisor User Group (2007-2009) Civic Involvement: Lead Member, GoLadderUp.org: Annually coordinate volunteers to help lower income taxpayers get help with income tax preparation. Hobbies: U.S....…
February 26, 2019
Kurt J. Rickhoff, EA, ABA — 38
President, Managing Owner, Rickhoff & Associates, Ltd O’Fallon, IL Education: Illinois State University Professional Associations/Memberships: PASBA, The Payroll Group, NATP, AMMO Civic Involvement: Volunteer Fire Fighter (since 1993) Hobbies: Travel, Hunting, Family Time Cell phone: iPhone 4 Favorite app: I check AppAdvice everyday. It gives me the updates on what is new and updated on...…
February 26, 2019
Dan Zitting, CPA.CITP, CISA — 28
Partner, Linford & Company LLP; Founder & CEO, iTickmark LLC Westminster, CO Education: Masters of Accountancy, Magna Cum Laude from Notre Dame; BS in Computer Information Systems and Finance, Magna Cum Laude from Colorado State University Professional Associations/Memberships: AICPA, Colorado Society of CPAs, Information Systems and Control Association, Information Systems Security Association, Institute of Internal...…