Advisory Panel, Executives and Thought Leaders

Each year we assemble a panel of advisors from throughout the profession that have a wide array of knowledge and expertise. Each brings a unique perspective to the cohort, but all have an incredible passion for helping startups and shaping the future of the accounting profession.

Erik Asgeirsson

Erik Asgeirsson – CEO of

David Barrett

Jorge Olavarrieta - Vice President of Product Management and Design, Intuit


Jim Bourke

Jim Bourke, CPA, CGMA, CITP, CFF – Managing Director of Advisory Services, Withum

Michael Cerami

Michael Cerami – VP of Marketing and Alliances,

Kimberly Ellison-Taylor

Kimberly Ellison-Taylor, CPA, CGMA, CISA – Global Strategy Leader of Cloud Business Group, Oracle 

Jenni Huotari

Jenni M. Huotari, CPA – Partner, Business Outsourcing and Strategy, Eide Bailly

Kacee Johnson

Kacee Johnson, MBA – Senior Director, Strategy and Innovation,

Michael Smith

Michael Smith, CPA, CITP, MST – Partner, RSM US LLP

Greg LaFollette

Greg LaFollette, CPA, CITP, CGMA – Strategic Advisor,

Adam Luk

Adam Luk, CGMA – Head of Finance, Level39  

Jeff May

Jeff May – Lead Manager of Public Relations, Association

Michael Murray

Michael Murray, CPA, CGMA, CFP –

Bill Reeb

Bill Reeb, CPA – CEO and Consultant, Succession Institute LLC 

Jody Gruden

Jody Gruden, Co-founder and CEO, Summit CPA Group

Tom Hood

Tom Hood, Executive Vice President, Business Growth and Engagement, AICPA

Ron Baker

Ron Baker, founder of VeraSage Institute, a radio talk-show host on the show: The Soul of Enterprise: Business in the Knowledge Economy, and the Chief Value Officer at Armanino LLP.

Ami Beers

Ami Beers, CPA, CGMA


Advisory Panel Alumni

Atif Ansari

Atif Ansari, CPA, CGMA, CMA, ACMA – Founder and President, Piik Insights

Gary Boomer

Gary Boomer, CPA, CGMA, CITP – Founder, Boomer Consulting, Inc.

Ron Quaranta

Ron Quaranta – CEO, Wall Street Blockchain Alliance

Amy Radin

Amy Radin – Author, Marketing and Innovation Executive, former Chief Innovation Officer at ETrade

Jotham Ty

Jotham Ty CEO, Gappify


Sabrina Parsonsi

Sabrina Parsons – CEO, Palo Alto Software


Ian Hanning

Ian Hanning, FCMA, CGMA – CFO, Presidents Choice Bank


Mike Sabbatis

Mike Sabbatis – CEO, XCM Solutions

Joey Ryan

Joey Ryan, CPA CFO, Gilded


Brian Suthoff

Brian Suthoff, Co-founder and CEO, Tally Street


Stacy Robin

Stacy Robin, Founder - The Degania Group