Speakers

CPACA members are frequent speakers in the accounting profession. If you need a compelling and talented speaker for an upcoming conference, training, management retreat or other event, feel free to reach out directly to any of our members listed below.

Ellen Choi, Founder & CEO
Edgefield Group

Ellen is the Founder and CEO of Edgefield Group, a consultancy focused on supporting CPA firms on their AI journey. A Stanford and Harvard alumna and former Google leader, Ellen co-founded Aiwyn, an accounting technology company recognized by Forbes and Accounting Today for transforming firm operations.

Ellen is a frequent presenter, panelist, and writer, known for connecting strategy with execution and inspiring firms to adopt new ways of working. She brings deep expertise in firm modernization, change management, and the practical application of emerging technologies. She has trained and advised leaders across the profession, from top 500 firms to global associations, with a focus on AI enablement and onboarding.

 

Sample topics include:

  • How to Build an AI-Native Firm
  • AI in Action: Practical Use Cases for CPA Firms
  • Building an AI-Enabled “Firm of the Future”
  • From Pilots to Scale: Best Practices for AI Strategy and Adoption
  • Transforming the Client Experience with AI-Powered Insights and Automation

 

For more information, visit https://edgefieldgroup.co/

Sarah Johnson  Dobek, President 
Inovautus Consulting 
I speak on topics related to growing an accounting firm, including: marketing, business development and practice management.
 
Sample topics include: 
  • Marketing
  • Business Development
  • Recruiting and Retention
  • Communication and People Skills
 
Sarah Elliott, CPA, ACC, Co-founder & Principal
Intend2Lead, LLC

As the co-founder and principal of Intend2Lead LLC, Sarah believes the future of the accounting profession depends on our capacity to love. Through one-to-one coaching, group learning and innovation labs, she helps CPAs access the possibility dimension: the place where fear is no longer the enemy.

Sample topics include:

  • An Invitation to Play in the Dimension of Possible
  • The #1 Thing Holding You Back
  • Break the Dependence
  • Habits Make the Leader
  • I <3 Change (I Heart Change)
  • Supporting Change

For more information, visit https://intend2lead.com.

Angie Grissom, President 
The Rainmaker Companies
Angie serves as President of The Rainmaker Companies, an international training, consulting and alliances firm specializing in growth, leadership development and culture. Named as one of Accounting Today’s 100 Most Influential People in Accounting, Top 25 Most Powerful Women in Accounting, CPA Practice Advisor’s Top 25 Thought Leader, Women of Influence by Nashville Business Journal, Angie transforms the lives of clients through growth programs, goal setting, coaching, training, and accountability development. Angie is a thought leader, frequent presenter and speaker and writer in the CPA and professional services arena.
Sample topics include:
  • The Non-Negotiables for Growth
  • Raising the BAR in your organization through Behavior change, Accountability and Results
  • Creating a Culture of Growth in your Firm
  • Becoming a Trusted Advisor for Your Team Your Clients
  • Creating a World Class Client Service Culture through the Five Star Client Service Model
Roman Kepczyk,  CPA.CITP, CGMA 
Right Networks
Roman Kepczyk, CPA.CITP, CGMA is one of the leading consultants and presenters to the accounting profession on topics of Information Technology and CPA Firm Production Workflow, particularly in regards to “Lean Six Sigma” best practices which he consults with firms on.  He is a regular speaker for the AICPA, CPA Firm Management Association (CPAFMA), Thomson Reuters, WoltersKluwer/CCH, and numerous CPA Firm Associations and State CPA Societies.
Sample topics include:
  • Lean Tax, Audit and Administrative Best Practices Optimizing CPA Firm Production
  • Comprehensive IT Update: Today’s Proven Technologies and Tomorrow’s Disrupters
  • Security Update for Owners and Personnel to Protect Your Firm
  • Business Weapons and Gadgets: Techs and Tools CPAs Must be Aware Of
  • How Does Your Firm Stack Up? Latest IT and Paperless Benchmark Survey Findings
 For more information, visit https://www.rightnetworks.com/about/team/
Tamera Loerzel, Partner
ConvergenceCoaching, LLC 
Tamera Loerzel is a partner of ConvergenceCoaching LLC, a national consulting firm that helps leaders achieve success. Tamera is a founding member of The CPA Consultants’ Alliance, a member of the Minnesota Chapter of Sales and Marketing Executives, the Minnesota CPA Firm Management Association (CPAFMA), Toastmasters, and the Minnesota chapter of the Association for Accounting Marketing (AAM). She is a frequent speaker, teacher, and facilitator and has written articles for several state and national CPA publications with a commitment to drive change and success in her clients that begin with mindset and behavioral changes.
 
Sample topics include: 
  • Driving Partner Performance and Accountability 
  • Providing Awkward Feedback Effectively 
  • Effectively Transitioning Responsibility From One Generation to the Next
  • Strategies to Effectively Transition Clients
  • Developing Innovative Client Solutions that Make a Bigger Difference
 
For more information, visit http://www.convergencecoaching.com/courses/

Jeff Phillips, CEO
Accountingfly

Jeff Phillips has 19 years of experience in building and implementing recruitment strategies, including with Monster.com, and has spent the last 6 years leading Accountingfly, a recruitment platform for employers of financial talent. As publisher of the popular website Going Concern, Jeff’s team has built (and learns from) the largest audience of Millennial CPAs of any publication or website. He was named among the Top 100 Most Influential People by Accounting Today for 3 consecutive years.

Sample topics include:

  • How to Recruit and KEEP Your Team During a Talent Crisis
  • Your Future Staffing Model: The Rise of Cloud Accounting Teams
  • How the Gig Workforce is Changing the Accounting Profession and How to Profit from It
  • Your Checklist for Hiring Remote and Per-Diem Talent

 

For more information, visit www.accountingfly.com.

Bonnie Buol Ruszczyk
bbr companies llc
Bonnie is a dynamic speaker and an empathic leader whose audiences leave feeling entertained, understood and empowered with specifically actionable information. In addition to speaking before myriad firms, some of her previous audiences have included the AICPA, the Association for Accounting Marketing, CPAmerica, Accounting Today’s Growth and Profitability Summit, Legal Marketing Association NE Conference and various state societies. She is happy to customize a topic for your firm or group as needed.
 
Sample topics include: 
  • The Vital Role of Marketing in Succession Planning
  • How to Create and Implement a Marketing Plan
  • Making your Website a Business Development Tool
  • Leveraging Your Relationships to Get New Clients
  • LinkedIn Benefits and Practical “How To” Information
 
For more information, visit https://bbrmarketing.com/speaking/
Sandra Wiley, President
Boomer Consulting, Inc.
Sandra Wiley, President and Shareholder of Boomer Consulting, Inc., is often called the “go-to person” for solutions to the profession’s staffing crisis, citing her wise advice on hiring – and keeping – employees for the rest of their careers. Sandra’s years of experience and influence as a management and strategic planning consultant make her a sought-after resource among the best and brightest firms in the country. She is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor. For nine years running, Accounting Today has included her in the Top 100 Most Influential People in Accounting.
 
Sample topics include: 
  • The Gig Economy, what it is and how it can work for you
  • Positioning Yourself to be a Partner - Your Way!  
  • The Business Transformation Playbook:  Your guide to a new business model.
  • Change Management: Take Your Practice to the Next Level

For more information, visit www.boomer.com.

Jennifer Wilson, Partner and Co-Founder
ConvergenceCoaching, LLC 
Jennifer is co-founder and partner of ConvergenceCoaching, LLC, a national consulting firm that helps leaders achieve success. Named as one of Accounting Today’s 100 Most Influential People in Accounting, INSIDE Public Accounting’s Top 10 Most Recommended Consultants, and Practicing CPA’s Top 25 Thought Leaders and Top 25 Most Powerful Women in Accounting, Jennifer is an experienced change agent who has worked in both public accounting and industry.  She is a frequent speaker, writer and thought leader on topics related to leadership, the rise of the next generation and managing change within the CPA profession.
 
Sample topics include: 
  • The Psychology of Letting Go
  • Building a NextGen Firm  
  • Engaging NextGen Clients
  • Bridging the Generational Gap
  • Managing Change Successfully
 
For more information, visit http://www.convergencecoaching.com/courses/