July 12-13, 2017 | Pennsylvania Hotel, NYC

2017 New York and Northeast Accounting Show

The 9th annual largest meeting of accounting professionals in New York each year.


Chandra Bhansali
Co-Founder and CEO

Dr. Chandra Bhansali, Ph.D., is co-founder of AccountantsWorld with his wife Sharada Bhansali. Both have been serving the accounting profession for the past 25 years. AccountantsWorld is a leader in developing a new breed of web-based accountant-centric solutions that let accountants work collaboratively with their clients while remaining in full command. This new capability helps accountants gain better control over their client engagements, save time, better serve their clients, and grow their business. For the past five years, Chandra has been named one of the 100 Most Influential People in Accounting by Accounting Today.

James C. Bourke
WithumSmith+Brown, PC

James C. Bourke, Jr., CPA, CITP, is a Shareholder and Director at WithumSmith+Brown. Mr. Bourke is currently the President of the NJSCPA. He has served on the NJCPA Board of Trustees as secretary, as a member of the NJSCPA Litigation Services, Legal Profession Liaison and Committee Operations committees and as chairperson of the Chapter Operations Committee. Mr Bourke has served as president, vice president, secretary treasurer and director of the NJSCPA Monmouth-Ocean Chapter and also served as chairperson for various Monmouth/Ocean Chapter committees. In addition, he serves on the AICPA's CITP Credential Committee and is the current chair of their State Society Reach Out Committee. He is an active board member of the New Jersey Technology Council and serves on the advisory council of a regional bank. Mr Bourke is a frequent author on CPA firm technology issues for our industry's trade publications and speaks at many state society conferences and seminars throughout the country on topics or current technology trends in CPA firms, as well as the specific technologies effecting our profession. Bourke earned his B.S. in Accounting from Kean University.

Michael Giardina, CEO Office Tools

Robert L. Goldfarb, CPA
Principal, Janover LLC
Chairman, LI Tax Professionals Symposium, NCCPAP

Bob is a recent past President of the National Conference of CPA Practitioners and served as Chair of the Issues Committee. Bob recently completed a term as a member of the AICPA Council. Currently, Bob is a member of the New York State Board of Accountancy with a term ending on October 31, 2016. He was included in Accounting Today's listing of the 100 Most Influential People in Accounting for two years. Bob is a certified financial planner, a certified fraud examiner, and a Principal at Janover, LLC. He was recently recognized as "Businessperson of the Year" for his service while president of the Great Neck Chamber of Commerce. Bob was Tax Manager with Price Waterhouse and then headed his own firm before becoming the Managing Partner in the firm Schoenfeld Mendelsohn Goldfarb, LLP. Bob recently merged into Janover, LLC. Bob is a Diplomat of the American Board of Forensic Examiners, Diplomat of the American Board of Forensic Accounting, a member of the American Institute of Certified Public Accountants and a member of the New York State Society of Certified Public Accountants.

Author of six books, Bob holds degrees from Hofstra University, Pace University and Adelphi University, where he served over 20 years as a senior adjunct professor. Bob has raised over $30,000 for the Leukemia and Lymphoma Society by participating in triathlons and over $15,000 on bicycle rides from Boston to New York for Aids Research. He recently completed an Iron Distance Triathlon in Sandusky, Ohio.

Daniel Hood
Accounting Today

Daniel Hood is editor-in-chief of Accounting Today, where he has worked for 16 years, including 14 as managing editor. A graduate of Georgetown University, he has also served as a business editor for the New York Daily News, and as a production editor for The Wall Street Journal Europe. He is the author of five novels and a guidebook to New York City.

Sandra Johnson, CPA
Managing Partner
Johnson Kass & Greenberg CPAs

Sandra G. Johnson, CPA, EA, CFE is Managing Partner at Johnson, Kass & Greenberg, CPAs located in Melville, NY. 

Sandy is the President of the National Conference of CPA Practitioners.  She is a member of the AICPA, NYSSCPAs and the Association of Certified Fraud Examiners.  Sandy is Past President of the Long Island Center for Business and Professional Women and Past President of the Chamber of Commerce of the Bellmores. 

Sandy is a frequent lecturer on topics ranging from Small Business Management to Marketing a Small Business to Year-End Tax Tips and more.  Sandy regularly lectures for the National Conference of CPA Practitioners, NYSSCPAs, Flagg Accounting Shows, Texas Association of CPAs, Hofstra University’s Continuing Education College, C W Post Continuing College, NYS Small Business Development Center and various local clubs and organizations.  She is a former professor of Accounting and Business Management for the State University of New York and Five Towns College. 

Sandy graduated from SUNY College at Old Westbury with a BS in Accounting and is currently a Certified Public Accountant, an Enrolled Agent with the Internal Revenue Service and a Certified Fraud Examiner.

Sandy is proud to be named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2015.  She is the 2007 recipient of the Nassau Council of Chambers of Commerce Small Businessperson of the Year award, the 2010 recipient of the Town of Hempstead Pathfinder Award in Business, 2010 recipient of the NYS Assembly Women of Distinction Award, and a 2010, 2011 and 2012 winner of the LI Press Best of LI contest.

Jordan Kleinsmith
Prod Mgr, Tax
Thomson Reuters

Max T. Krotman, Exq
Managing Partner
Globalforce Int'l

Max Krotman, JD, Managing Partner of Globalforce International, is a distinguished attorney, specializing in sales, mergers, and acquisitions. After graduating Columbia Law School with highest honors (Law Review; Harlan Fiske Stone Scholar), Mr. Krotman became an associate at Cravath, Swaine & Moore, one of the most respected law firms in the country. While at Cravath, he completed billion dollar transactions for Fortune 500 clients.

He has orchestrated accounting practice affiliations with values ranging from $50,000 to as much $11,000,000. Large or small, every client gets Mr. Krotman's full attention and the total use of his impressive skills.

In the last decade, Mr. Krotman has concentrated on evaluating tax and accounting practices and advising clients on how to maximize their value. He is the author of numerous articles and the definitive book on the subject. He has written for many Accounting Journals across the country and co-authored for PPC, Buying and Merging CPA Firms. His vast knowledge and hard work have made him the outstanding authority on all facets of this field.

Greg LaFollette
Strategic Advisor, CPA.com

Greg LaFollette is a consultant, speaker, and an acknowledged expert in the area of technology and accounting. After beginning his career as a CPA in the 1970's in public practice, he quickly developed an interest in technology and how it impacts the public accounting space. Greg was an early adopter of Webcasting and Podcasting, and the founder (in 2004) of The Tech Gap, the first blog dedicated specifically to area of tax and technology. His interdisciplinary career path has allowed Greg to bring a 360° perspective to many of the issues of modern accountancy, including Change Management, Technology Trends, Disruptive Technology, and other areas impacting CPA's and their clients. In 2010 Greg LaFollette was named as one of Accounting Technology's Top 25 Thought-­Leaders, and in February, 2011 he was named to the CPA Practice Advisor's "Hall of Fame".

Greg began his career in Sioux Falls, SD after completing his professional accountancy training at Augustana College. While still in public practice, Greg was offered and accepted a position on the Thompson Reuters Creative Solutions Advisory Board. In 1998, Greg left public practice and Sioux Falls in order to join Thompson Reuters full time, moving to Ann Arbor when he accepted the position of Vice President of Product Strategy. In 2004, Greg left Thompson Reuters to open a private consulting practice, and shortly thereafter accepted a position as Executive Editor of the CPA Technology Advisor (an official publication of the National Society of Accountants). Greg's tenure at the CPA Technology Advisor (now known as the CPA Practice Advisor) lasted through 2009, and in 2010 he accepted a position as VP Product Strategy with CPA.com, a subsidiary of the American Institute of CPA's. Although Greg has retired from the position as of January 2014, he maintains an ongoing relationship with CPA.com in an advisory capacity.

Greg continues to travel for consulting and public speaking purposes, giving keynotes for state and national CPA conferences throughout the United States. He is currently a member of the Subject Matter Panel on Technology for the Journal of Accountancy, and serves as Vice-­ Chair of the Board of Ethics for the city of Sioux Falls, where he once again resides. When he is not on a plane to somewhere, Greg enjoys volunteering as a high school Oral Interp coach, spending time with his family, exercise, and serving on the Boards of Directors of local theatre and social service agencies.

Gail Perry, CPA
CPA Practice Advisor Gail Perry is the U.S. Editor-in-Chief at Sift Media and oversees the content on two web sites: AccountingWEB.com and GoingConcern.com. She also speaks at many accounting events, trade shows, and web seminars. Perry is the author of 30 books (the latest is Mint.com For Dummies), teaches an online personal finance course, and maintains a small tax practice. She is a graduate of Indiana University where she got a bachelors degree in journalism. She returned to school to study accounting at Illinois State University, got her CPA, and worked for Deloitte in the Chicago tax department. She also taught a college-level introductory accounting class and was on staff at the Indiana CPA Society as a computer applications instructor. Gail was a contributing editor for Accounting Today magazine for five years and a newspaper columnist for the Indianapolis Star before taking over the helm at AccountingWEB.

Rick Richardson
Richardson Media & Technologies

Dana "Rick" Richardson is president of Richardson Media & Technologies, a multi-media and strategic technology consulting company. Prior to forming his current company, he had a 28-year career in technology with Ernst & Young, the last twelve years of which he served as National Director of Technology. Mr. Richardson has been named to the "Technology 100"- the annual honors list of the 100 key achievers in technology in America and honored by the American Institute of CPAs with a lifetime achievement award for his contributions to the profession in the field of technology. He is a sought after speaker around the world, providing his annual forecast of future technology trends to thousands of business executives, professionals, community leaders, educators.

Erik Asgeirsson
President & CEO

Rick Telberg
President, CEO
Bay Street Group LLC

Rick Telberg brings a unique background and perspective to the accounting, tax and finance community. He is a veteran editor, publisher, media executive, analyst and commentator on the profession. As principal and founder of Bay Street Group LLC, Mr. Telberg develops and builds research, marketing, communications, e-commerce and custom publishing strategies and programs for accountants and the vendors who support them.

But he is probably best known currently for his work at the American Institute of Certified Public Accountants, where he is Editor at Large, Director of Online Content and Editorial Director of Custom Publishing. His weekly At Large column in the AICPA Insider is the most widely read commentary in the profession, distributed electronically to all members of the Institute. And his most recent research and commentary can be found at his web journal, www.telberg.com.

Joe Woodard
Woodard Companies

As an author, consultant, business coach, and national speaker, Joe has trained over 75,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.

In 2012, 2014 and 2015, Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. In 2008, Joe was recognized by CPA Practice Advisor as one of the Top 40 Up and Coming Thought Leaders under the age of 40.

Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of the Woodard Companies, which include: Woodard Events, Woodard Consulting, Woodard Network, Woodard Groups and Woodard Institute.

Armando D'Accordo
CMIT Solutions

Armando brings more than 25 years of experience to the support industry. In 2001, he was named Support Director of the year, and has received extensive training in business management, customer service, sales and quality assurance from the University of Michigan, Disney, Citibank, and the Help Desk Institute. As president of CMIT Solutions of South Nassau, Armando assists his small and medium size business clients with business and technology solutions that facilitate increased productivity and revenue, often while reducing cost and downtime. He is an industry leader as well as an accomplished public speaker, and in 2007, he was named CMIT Rookie of the Year. In 2009, Armando co-wrote and published his first book entitled: I Just Want My Computers to Work!

Christina E. Wiseman, MBS
Product Manager, Centralized Services & Transitions
Thomson Reuters

Christina E. Wiseman, MBS, serves as Product Manager, Centralized Services & Transitions, for the Professional Tax & Accounting business of Thomson Reuters. Christina has passionately helped guide the profession, and its professionals, into new technologies to improve efficiency and client service over the last 17 years. In her current role, she focuses on overarching themes for the profession, which extend beyond specific traditional product roles, such as security concerns within the profession, reviewing new technology and how it can affect the profession, and making transitioning into new technologies a smoother process for firms. She holds a master’s degree in IT Management from Colorado Technical University, and is a certified product management professional accredited by Pragmatic Marketing.

KC Truby
TALK Accounting

Flagg Management, Inc - 353 Lexington Ave, New York, NY 10016 - Tel. (212) 286-0333  Fax (212) 286-0086 - flaggmgmt@msn.com