Thank you Digital CPAs for another successful conference.


Social Activity

If you are in the Seattle area Sunday, December 8th and interested in pre-event networking with other early arriving attendees, join us 10am – 1:30pm for a sight seeing activity in the greater Seattle area.

Activities include (approximate cost including transportation below):

  • Seattle Space...

Speed Mentoring

Back by popular demand! One of the highest rated elements of the Digital CPA Conference is the ability to interact and network with such a high caliber and innovative group of practitioners. To enable this interaction and networking even more we are offering Speed Mentoring. Before the conference...

Welcome Reception

Welcome to the Seattle area, heart of innovation and technology. If you are arriving early to participate in Monday morning Pre-Conference Workshops or to see the sites, plan to join us for a meet and greet near the hotel. This is a great way to begin the conversations that will carry on throughout...

DCPA19 Keynote Speakers

Lisa Bodell

CEO, FutureThink
Lisa Bodell is a global leader on behavior change, whose skill-building firm has transformed hundreds of thousands of employees from Fortune 500 companies by showing them how to Eliminate the...

Pascal Finette

Co-founder, Radical Ventures
Pascal is the co-founder and enfant terrible at Radical Ventures and Singularity University’s Chair for Entrepreneurship & Open Innovation. His work focuses on the intersection of technology, global...

Steve Robbins

Ph.D., S.L. Robbins and Associates
A powerful storyteller with a powerful story to tell, Dr. Steve L. Robbins has an uncanny ability to inspire people even in the midst of disrupting and challenging the way they think about the world...

Jeffrey Rodgers

be radical | Singularity University
Jeffrey Rogers is an award-winning educator and sought-after speaker and facilitator obsessed with one essential question for our time: How do we thrive as leaders and learners in a world of...

Erik Asgeirsson

President & CEO,
Erik Asgeirsson has been President and CEO of for the past fifteen years and was part of the original founding team. Under Erik’s leadership, has established itself as a leader on...

Barry Melancon

Barry C. Melancon is the CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with 650,000 members and...

DCPA19 Speakers

Mike Albrecht

Sr. Product Owner, XCM
Mike Albrecht manages the XCM Public Accounting and Corporate Tax Workflow product. He brings seven years of experience and knowledge working with tax and accounting professionals, and takes a...

Carlos Alvarez

Director of Engineering, Expensify
Since joining Expensify in 2013, Carlos has lead many engineering areas up and down the stack, including everything from database development and optimizations, to backend application APIs, to user...

Alan Anderson

Owner, Account-Ability Plus
Al has over 25 years of experience in the accounting profession. After working primarily as a partner and National Director of Audit in the firm of McGladrey and Pullen, LLP and with the American...

Eitan Anzenberg

Director of Data Science,
Eitan Anzenberg is the Director of Data Science at He has many years of experience leading data science teams and a background in machine learning, applied statistics, modeling and...

Inga Arendt

Partner, Wipfli
Inga Arendt, a partner at Wipfli LLP, is passionate about innovation and business transformation. She uses that passion to lead complex client-focused, multi-disciplinary transformation efforts across...

Craig Cookle

Partner, Wipfli LLP
Craig Cookle leads the firm’s state and local tax practice. He brings over 28 years of state and local tax experience to his clients. His knowledge and experience enable him to consistently provide...

Todd Cooper

Director, XCM Solutions
Todd Cooper is a sales executive with broad knowledge of the tax and accounting industry. He manages strategic relationships along with Fortune 1000 companies. In his 18+ years working with software...

Gale Crosley

President, Crosley+Company
Gale Crosley, CPA, consults with accounting firms on revenue growth. She has received the accounting profession's "The Advisory Board Hall of Fame." She has also been selected one of the Most...

Kevin Cumley

Director, Accountants Program, Sage Intacct
Kevin Cumley is Director of the Sage Intacct Accountants Program where he is responsible for managing the BPO / outsourcing channel in partnership with (an AICPA company). He started his...

Cindy Doyle

Shareholder, Clark Nuber PS
As a shareholder at Clark Nuber, Cindy leads the firm's Accounting and Consulting Services Group, which provides professional accounting and risk management solutions to our clients. She has over 25...

Jeremy Drane

Chief Commercial Officer, Lukka
Lukka’s Chief Commercial Officer, Jeremy Drane, is a crypto asset industry veteran. A renowned thought leader in digital asset management, Jeremy’s network extends broad and deep across crypto...

Yasmine El-Rey

Senior Technical Manager, Firm Services and Global Alliances, AICPA
Yasmine El-Ramly is a Senior Technical Manager at the Association of International Certified Professional Accountants. She oversees women’s initiatives programs, firm services and international...

Sarah Ference

Risk Control Director, Accountants Professional Liability, CNA
Sarah Ference is a Risk Control Director for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional...

Marianne Fisher

Manager, Product Sales,
Marianne Fisher oversees the sales & use tax (SUT) program and service line at She brings 10 years of experience and knowledge working with the tax & accounting profession, guiding and...

Brian Fox

President & Founder, Confirmation
Brian is president and founder of Confirmation, the trusted global provider of digital confirmations, as well as an industry thought-leader and frequent speaker on accounting and fraud issues. Brian...

Greg Fritsky

National Director, Robotics, AI and Data Analytics, EisnerAmper LLP
Greg Fritsky is the National Director of Robotics, AI and Data Analytics within Process, Risk, and Technology Solutions (PRTS). He has over 25 years of consulting, technology, and internal audit...

Kristi Gainey

Sr. Manager,
As the Senior Manager of Service Delivery at, Kristi oversees the pre and post-sale customer journey for the assurance solution category. This includes the development and delivery of...

Chris Gallo

State and Local Tax Manager, BerganKDV
Chris Gallo is a State and Local Tax expert in charge of building and leading the SALT practice at BerganKDV. After spending six years on Capital Hill in Washington, DC working for the Chairman of the...

Jaleh Gerdemann

Senior Manager, Moss Adams
Jaleh Gerdemann is a CPA with more than 11 years of experience working with a wide range of businesses, from start-ups to Fortune 500 companies, streamlining their accounting efforts and providing...

Michelle Golden

Owner, Fore LLC

Michelle Golden, CPF, is a growth and profitability strategist, an innovator, and a value-pricing methods expert. With a strong background in CPA-firm marketing, she deeply honed subspecialties in...

Javier Goldin

Managing Partner, Goldin Group, LLC
Javier Goldin It has been refreshing and exhilarating to find a Community within a professional organization dedicated to innovation and forward thinking. I am referring to Digital CPA. The initial...

Tom Hood


Tom Hood, CPA, CITP, CGMA is the CEO of MACPA & Business Learning Institute. One thing you should know about Tom is his prolific digital footprint with over 600,000 followers on Linked-in, Twitter and...

Kacee Johnson

Strategic Advisor,
With 10 years of focus on accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics...

Jennifer Jones

Chief Accounting Officer, Coinbase
Jennifer is the Chief Accounting Officer for Coinbase and oversees the global accounting, technical policy and both financial and regulatory reporting functions of the Company. Since joining Coinbase...

Steven Keene

Managing Partner, Moss Adams LLP
Steve Keene serves as the Managing Partner for the Albuquerque office of Moss Adams LLP. Moss Adams is national accounting and consulting firm with headquarters in the western United States. As one of...

Nicole Ksiazek

SIAP Practice Development Manager, Sage Intacct
Nicole M. Ksiazek, CPA is a Sage Intacct Accountants Program Practice Development Manager. She concentrates on working with Accounting Firms and creating resources for the growth of their Cloud-based...

Karen Larsen

Partner, Baker Tilly Virchow Krause, LLP
Karen has spent the majority of her career as an audit practitioner working for a variety of different firms including Deloitte, KPMG and Baker Tilly. Her professional experience spans a wide range of...

Mac Lillard

Supervisor, GRF CPAs & Advisors
Mac Lillard, CPA, CISA, CITP, CFE, PCIP is an Audit & Risk Advisory Service Supervisor with GRF CPAs & Advisors. He performs a variety of audit work to ensure the client’s internal controls are...

Gabrielle Luoma

Co-Founder, CEO, MOD Ventures, LLC
Gabrielle, founder and visionary of MOD Ventures, began building her business in 2004 in the living room of her own home. She is a wife and mother of two and wanted to spend as much time with her kids...

Samantha Mansfield

Director, Professional Development and Community,

Samantha oversees’s learning and communications initiatives, including social media outreach and content creation for the Digital CPA curriculum. She is driven by her passion to help public...

Dixie McCurley

Partner, Trusted CFO Solutions
Looking for a way to revolutionize traditional accounting, Dixie McCurley set out to revolutionize accounting practices for small- to medium-sized businesses by offering a new way of thinking about...

Steve Menges

RIVIO Clearinghouse Product Manager,
A business-to-business (B2B) innovator and products executive with 20 years’ progressive experience, Steven Menges is a frequent industry author and speaker on enterprise computing, data analytics...

Kalil Merhib

VP, Sales,
Kalil is the leader of's sales organization, and is responsible for developing and executing go-to-market sales strategy across the organization’s product and services business lines to the...

Jeremy Migliara

Shareholder & State and Local Tax Practice Leader, Elliott Davis, LLC
Jeremy Migliara is a state and local tax professional with more than 25 years in the accounting profession, both in public accounting and industry. He has serviced clients in a variety of industries...

Renee Moelders

Consultant, ConvergenceCoaching
Renee is a consultant with ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success by working with them to develop and implement...

Steven Palomino

Senior Manager, Process, Risk and Technology Solutions, EisnerAmper LLP
Steven Palomino is a Senior Manager with nearly 20 years of experience within accounting and finance. Steve’s expertise in organizational development and innovation management for middle market...

Tim Parks

Senior Technical Project Manager, Moss Adams LLP
Tim Parks is a Senior Technical Project Manager with more than 20 years of software development experience spanning project management, engineering management, backend services, web frontends, and...

Amy R. Pawlicki

VP – Assurance and Advisory Innovation, AICPA
Amy Pawlicki is VP – Assurance and Advisory Innovation for the Association of International Certified Professional Accountants. Ms. Pawlicki leads the efforts of the AICPA Assurance Services Executive...

Gail Perry

Editor-in-Chief, CPA Practice Advisor
Gail Perry is a CPA and the editor-in-chief of CPA Practice Advisor magazine. She is also a well-known public speaker and is the author of more than 30 books (including For Dummies and...

Ron Quaranta

Chairman, Wall Street Blockchain Alliance
Ron possesses over 25 years of experience in the financial services and technology industries. He currently serves as Chairman of the Wall Street Blockchain Alliance, a leading non-profit trade...

Lizzie Rahm

Senior Manager, Clark Nuber PS
Lizzie is a senior manager in the firm's Human Resources Department. Her mission is to continue to recruit top talent and assist current staff in realizing their full potential. Together with the CHRO...

Jerry Ravi

Partner-in-Charge, Process, Risk and Technology Solutions, EisnerAmper LLP
Jerry Ravi is a Partner and Practice Leader specializing in Process, Risk, and Technology Solutions (PRTS). Jerry has nearly 20 years of consulting, technology and audit experience, with a unique...

Bill Reeb

Chair, American Institute of CPAs
William (Bill) Reeb CPA, CITP, CGMA, is the Chair of the American Institute of CPAs (AICPA). Reeb has held a number of volunteer leadership positions at the AICPA, having previously served as a member...

Stanley Sterna

Vice President | Professional Firms, AON
Stanley D. Sterna, J.D. serves as Vice President in the Professional Firms Division of Aon. As a Claim and Risk Management Consultant, Stan provides quality control, claim/litigation management, and...

Steve Sweetman

Director, Office Responsible for AI, Microsoft
Steve Sweetman is a leader at Microsoft with over 20 years' experience focused on the growth and development of innovation practices that result in accelerated digital transformation of businesses and...

Robin Thieme

CEO and Founder, KBS CFO
With over 30 years of financial and accounting experience, Robin has a passion for the efficiencies that new technologies enable and a dedication to growing businesses. Along with the KBS Team, they...

Matt Towers

Product Marketing Manager,
In his current position, Matt is responsible for managing the assurance product line. Matt has nearly 20 years of experience working in the tax & accounting technology industry with a specific...

Christine Triantos

Partner, Anton Collins Mitchell LLP
Christine leads ACM's innovative business solution practice – Virtual Business Solutions (VBS). VBS Consulting allows ACM to assist clients in managing accounting functions virtually, in the cloud...

Ricardo Trujillo

Partner, GRF CPAs & Advisors
Mr. Trujillo has worked in auditing and accounting since 2000. He has proven expertise in assurance and advisory services, and his nonprofit experience spans across a variety of organizations...

Steve Ursillo

Partner, Cherry Bekaert LLP
Leadership Role:National Leader, Information Assurance & Cybersecurity Education:Bachelor of Science in Business Administration, Bryant University; Masters of Computer Information Science, Boston...

Cari Weston

Director, Tax Practice & Ethics - Tax Section, Association of International Certified Professional Accountants
Cari Weston, MST, CPA, CGMA, is Director of Tax Practice & Ethics for the AICPA. She leads the team responsible for monitoring tax issues, communicating to CPA tax practitioners and developing...

Jen Wilson

Partner, Co-founder, ConvergenceCoaching

Jennifer Wilson is a co-founder and partner of ConvergenceCoaching, LLC, a national leadership and management consulting firm dedicated to helping leaders achieve. Jennifer’s ultimate goal is to make...

Learning tracks

Operation in the Cloud

These sessions are designed to inform on developments in technology and how to successfully implement and employ resources available due to cloud technology.

Leading the Way

These topics are for those driving change in their firm and their teams


Disruption is taking place in many aspects of the accounting profession. Are you prepared for the changes and planning to disrupt or be disrupted? These sessions focus on areas actively evolving.

Client Accounting Services

Client Accounting Advisory Services are a staple track of the DCPA Conferences.

Join us in the resource center for the latest innovations in firm solutions Strategic Partners Save time and increase organization, control and efficiency for you and your clients with This secure, paperless solution enables you to automate and streamline your clients' accounts payable and receivable processes.
Expensify Expensify is the preferred receipt tracking and expense management partner of, and trusted by 30% of the top 100 U.S. accounting firms for their clients. Join the ExpensifyApproved! Partner Program today at!
Caseware CaseWare International Inc. is the leading global provider of cloud enabled audit, financial reporting and data analytics solutions. OnPoint PCR, a smart, cloud-based solution that transforms how CPA firms conduct preparation, compilation and review engagements, has been jointly developed by, the American Institute of CPAs and CaseWare International.
Paychex Through the Paychex Partner Program created with, referred clients receive one-month free payroll, retirement and HR services, with a 6-month money-back guarantee on payroll and retirement services. Participation is free and there's no obligation.
RIVIO RIVIO, the private business financial document clearinghouse, was developed by and Confirmation. It validates, authenticates and centralizes the financial document exchange between all stakeholders.
Sage Intacct Bringing best-in-class accounting capabilities to complement your firm's expertise, the Intacct Accountants Program is designed to empower you to deliver the high-value accounting and financial advisory services clients need to grow and succeed.
Vertex With the Vertex Firm Advisor Program, CPAs can leverage automation to provide sales and use tax support for clients and expand their trusted advisor role. Vertex is a Preferred Partner Solution of, an AICPA Company.
Lukka Lukka is a leading technology and data services provider for middle and back office crypto asset processing. Our crypto-native products connect, standardize, reconcile, process and report audit-ready information within a highly secure SOC 1 Type 2 enterprise-grade infrastructure.

Digital CPA 2020 Sponsors

AON Aon is the only entity endorsed by the AICPA to provide best-in-class Risk Solutions that help protect the careers and lifestyles of accounting professionals and their families.
Intuit Quickbooks Intuit partners with accounting firms who are looking to move their Accounting Services & Outsourcing practices to the cloud. We provide training, education, and resources to ensure a successful transition. Intuit continues to create innovative solutions with the mission of powering prosperity around the world.
Jirav Jirav is business planning software that helps finance leaders forecast faster and more accurately. Get setup in minutes with automatic data import from cloud-based accounting and payroll systems. Then create sophisticated plans, reports, and dashboards.
Karbon Karbon is an advanced workstream collaboration platform for accounting firms, combining email, discussions, tasks and powerful workflows to keep everything your team needs to get work done in one place and in context.
Xero Xero is beautiful online accounting software for small businesses and their accountants. With time-saving tools and solutions, Xero improves efficiencies for everyone. Learn why more than 1,818,000 customers worldwide use Xero at
Blackline BlackLine provides cloud software solutions that automate and control the financial close process, empowering leaders around the world to modernize their finance and accounting organizations.
The Climate Service The Climate Service – software as a service to help companies measure, manage and disclose climate-related financial risks. A 2020 AICPA and Startup Accelerator.
SafeSend Returns SafeSend Returns is an innovative solution that enables firms to assemble, securely deliver, and collect e-signatures for completed tax returns from anywhere. One solution to drive firm efficiency, elevate client service, and mitigate security risks.
Aero Aero provides workflow and practice management tools built specifically with the modern cloud-based accounting firm in mind. Processes and procedures are integrated with proactively scheduled client work, creating efficient, scalable, profitable firms.
Gilded Gilded- seamless invoicing, payments and accounting for global business -powered by blockchain.
Scanye Scanye- intelligent algorithms to automate documents, processing, accounting and finance management for SMEs. A 2020 AICPA and Startup Accelerator.
Tally St Tally Street- a “virtual analyst” that helps boost cash flow by using accounting data to find opportunities and anticipate problems before they happen. A 2020 AICPA and Startup Accelerator.

December 6-9, 2020
JW Marriott Orlando Bonnet Creek Resort & Spa
Orlando, Florida