Speakers
Opening Keynote Speaker:

Dr. Miriam Kirmayer is a clinical psychologist and internationally renowned speaker whose research and insights are changing the way we connect, support, and show up for each other.
Closing Keynote Speaker:

Justin Kingsley’s vocation is to invent the best way of telling the right stories—as an author, strategist, creative director, and photographer.
Pre-Conference Workshop Speaker:

Daria Malin is the owner of Boost Strategic Coaching and the author of the book Hands-On Marketing: The Small Business Owner’s Guide to Advertising and Branding.
Session Speakers
Click on a Speaker's name or Session title to learn more!

Cheryl Baldwin
CPB
Chief Advisory Officer
balncd Inc.
Designing a Client Experience That Supports Advisory Relationships
CPB
Chief Advisory Officer
balncd Inc.
Designing a Client Experience That Supports Advisory Relationships

Sheila Baroro
CPA, CGA, PMP
Principal Consultant, Fractional Director of Finance
SMB Finance Consulting
Beyond the Books: How Bookkeepers Can Become Strategic, Trauma-Informed Finance Leaders in Nonprofits
CPA, CGA, PMP
Principal Consultant, Fractional Director of Finance
SMB Finance Consulting
Beyond the Books: How Bookkeepers Can Become Strategic, Trauma-Informed Finance Leaders in Nonprofits

Tammy Bauer
CPB
Bookkeeper
Because789 Bookkeeping
PANEL - Success, Growth & the Bookkeeping Business Lifecycle
CPB
Bookkeeper
Because789 Bookkeeping
PANEL - Success, Growth & the Bookkeeping Business Lifecycle

Jonathan Carter
CPA, CMA, CPB
Principal Accountant
KATA Accounting Solutions Professional Corporation
Write-up Techniques
CPA, CMA, CPB
Principal Accountant
KATA Accounting Solutions Professional Corporation
Write-up Techniques

Rachel Devine
CPB
Owner
On Track Bookkeeping Solutions Ltd
Taking Pride in Your Bookkeeping: Why Clean Files Matter
CPB
Owner
On Track Bookkeeping Solutions Ltd
Taking Pride in Your Bookkeeping: Why Clean Files Matter

Courtney Ewan Hancock
Founder / CEO
CCE Consulting
Automate With Intention: A Guide to Deciding Where It Fits in Your Firm
Founder / CEO
CCE Consulting
Automate With Intention: A Guide to Deciding Where It Fits in Your Firm

Garett Froese
PBA
Partner
ATMOS Financial Services Inc.
Scaling Up Without Selling Out: Real Lessons From Growing a Bookkeeping and Tax Team
PBA
Partner
ATMOS Financial Services Inc.
Scaling Up Without Selling Out: Real Lessons From Growing a Bookkeeping and Tax Team

Melisa Gaetani
CPA, CA, PhD, CHRL
Partner
Tino-Gaetani & Carusi CPA's
What Actually Goes Wrong When You Scale a “Successful” Firm
CPA, CA, PhD, CHRL
Partner
Tino-Gaetani & Carusi CPA's
What Actually Goes Wrong When You Scale a “Successful” Firm

Robert Gauvreau
FCPA, FCA LPA
Founder and CEO
Gauvreau Accounting Tax Law Advisory
From Technician to Business Builder: The Real Shift Towards Growth and Scale
FCPA, FCA LPA
Founder and CEO
Gauvreau Accounting Tax Law Advisory
From Technician to Business Builder: The Real Shift Towards Growth and Scale

Siobhan Harrop-Scott
CPB
Founder & Strategic Consultant
Harrop Scott & Associates Ltd.
Train to Retain: Building Profitable, Happy Bookkeeping Teams
CPB
Founder & Strategic Consultant
Harrop Scott & Associates Ltd.
Train to Retain: Building Profitable, Happy Bookkeeping Teams

Kimme Lafayette
CPB
Owner
Trifold Bookkeeper Advisors
The Thoughtful Bookkeeper: Manual Foundations That Keep Software Honest
CPB
Owner
Trifold Bookkeeper Advisors
The Thoughtful Bookkeeper: Manual Foundations That Keep Software Honest


Kellie Parks
CPB
Owner
Calmwaters Cloud Accounting
Eight Essential Security Elements for Cloud Applications
CPB
Owner
Calmwaters Cloud Accounting
Eight Essential Security Elements for Cloud Applications

Jordan Rodney
B.A., LL.B, MIR
VP of HR and Legal Services
MaxPeople & Rodney Employment Law
Mastering the Bookends of Employment: Agreements and Terminations Explained
B.A., LL.B, MIR
VP of HR and Legal Services
MaxPeople & Rodney Employment Law
Mastering the Bookends of Employment: Agreements and Terminations Explained


Shelley Rudiger
CPB, FCPB, DFA
Partner
Trifold Bookkeeper Advisors
The Thoughtful Bookkeeper: Manual Foundations That Keep Software Honest
CPB, FCPB, DFA
Partner
Trifold Bookkeeper Advisors
The Thoughtful Bookkeeper: Manual Foundations That Keep Software Honest

Tracy Schneider
CPB
Owner
Trac-ee’s Bookkeeping Ltd
PANEL - Success, Growth & the Bookkeeping Business Lifecycle
CPB
Owner
Trac-ee’s Bookkeeping Ltd
PANEL - Success, Growth & the Bookkeeping Business Lifecycle

Andrew Seguin
CPB
Founder
Seguin Financial
Pricing That Actually Works (and How to Fix It When It Doesn’t)
CPB
Founder
Seguin Financial
Pricing That Actually Works (and How to Fix It When It Doesn’t)

Pamela Sheriff
Owner
Next Level Bookkeeping Inc
PANEL - Success, Growth & the Bookkeeping Business Lifecycle
Owner
Next Level Bookkeeping Inc
PANEL - Success, Growth & the Bookkeeping Business Lifecycle

Teresa Slack
CPB
Owner/Co-owner
Teresa Slack Consulting & The E-commerce Training Academy
From Chaos to Clarity: Managing E-Commerce Payment Gateways with Confidence
CPB
Owner/Co-owner
Teresa Slack Consulting & The E-commerce Training Academy
From Chaos to Clarity: Managing E-Commerce Payment Gateways with Confidence

Connie Smith
CPB
Co-founder
The E-commerce Training Academy
From Chaos to Clarity: Managing E-Commerce Payment Gateways with Confidence
CPB
Co-founder
The E-commerce Training Academy
From Chaos to Clarity: Managing E-Commerce Payment Gateways with Confidence

Kerry Smithies
CPA, CA
Owner / Founder
My Cloud Bookkeeping
From Automation to Advisory: Using Financial Analysis to Validate and Explain AI-Supported Insights
CPA, CA
Owner / Founder
My Cloud Bookkeeping
From Automation to Advisory: Using Financial Analysis to Validate and Explain AI-Supported Insights

Stacy Stanley Young
CPB
Owner/ Sr Bookkeeper
Stanley Young Business Strategies Inc.
From Data Entry to Diagnostic Thinking: Coaching File Review Judgment
CPB
Owner/ Sr Bookkeeper
Stanley Young Business Strategies Inc.
From Data Entry to Diagnostic Thinking: Coaching File Review Judgment

Steven Van Alstine
PLP, CAE
Vice President, Payroll Standards and Education
The National Payroll Institute
Payroll Issues and Compliance Updates 2026
Payroll at a Crossroads: What Bookkeepers Need to Know Now
PLP, CAE
Vice President, Payroll Standards and Education
The National Payroll Institute
Payroll Issues and Compliance Updates 2026
Payroll at a Crossroads: What Bookkeepers Need to Know Now



