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.

Arianna Campbell, Consultant & Chief Operating Officer
Boomer Consulting, Inc.

Arianna Campbell is the Chief Operating Officer at Boomer Consulting, Inc. and a nationally recognized thought leader in the accounting profession. With nearly two decades of experience working with CPA firms, she has a rare ability to cut through complexity and lead conversations about real, lasting change. Arianna facilitates several of the profession’s most impactful peer communities, including Boomer’s Operations, Talent, and Learning & Development Circles, and speaks at major industry events like AICPA ENGAGE user conferences for several well-known solution providers. She brings a unique perspective grounded in deep relationships, practical insight, and a relentless focus on developing future-ready leaders.

Sample topics include:

  • Future-Ready Roles: Building the Next Generation of Firm Capabilities
  • The Accountability Reset: Evolving from Oversight to Ownership
  • Creating a Resilient Change Framework for Accounting Firms
  • Beyond Hybrid: Designing Work Models That Actually Work
  • Aligning Stakeholders in a Fragmented Firm: Creating Cohesion Across Partners, Teams, and Clients

For more information, visit www.boomer.com

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, PCC, CPA, Co-founder & Principal
Intend2Lead, LLC

Sarah believes the world needs more conscious, evolved leaders – leaders who lead with their minds and their hearts. Through leadership coaching, group learning, and consulting with organizations to create coaching cultures, she helps leaders access the Dimension of Possible: the place where fear no longer drives us, and love reigns.

Sample topics include:

  • An Invitation to Play in the Dimension of Possible
  • Navigating Change with Confidence
  • A New Way to Lead: Coaching as a Leadership Style
  • First Year Partner: Moving Beyond Surviving to Thriving
  • Creating and Maintaining Healthy Cultures Amidst Uncertainty
  • Becoming a Conscious Leadership Organization

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

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
Sandra Wiley Strategies
Sandra Wiley is an energetic leader with more than 30 years of experience in the accounting profession, including her former role as President and Senior Consultant at Boomer Consulting, Inc. A sought-after consultant, speaker, and author, Sandra is known for her expertise in leadership, collaboration, culture building, talent development, and strategic planning. She is a founding member of the CPA Consultants’ Alliance. She has been recognized by Accounting Today as one of the Top 100 Most Influential People in Accounting and by CPA Practice Advisor as one of the Most Powerful Women in Accounting. Sandra is also an AICPA & CIMA Global Women to Watch Hall of Honor inductee and the author or co-author of two books focused on collaboration and employee engagement.
 
Sample topics include: 
  • The Clear Path Ahead: Vision, Strategy and Unwavering Execution
  • Exit With Purpose: The Leaders' Roadmap to a Confident Transition
  • Rapid Upskilling Playbook for Gen AI Adoption
  • From Busytwork to Business Impact: Scaling Your Workforce with Humans and AI
  • A Master Class in Effective Communication

For more information, visit sandrawileystrategies.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/