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The Cloud Services Community CPA Business Leadership Forum

proudly presents

"Developing effective Sales and Marketing and Business Development strategies"

Our CPA Business Leadership Forums are unlike other events for CPAs as they are focused on issues like sales, marketing and business development. At each event, you’ll hear from other CPAs (not marketing agencies) how they are effectively marketing their firms, the sales initiatives they are undertaking and new business opportunities they are embracing to grow new revenue streams from existing and new clients. There is no cost for attendees – we even provide a fabulous dinner!


CPA Speaker

Karla Sasser
Cyber CFO

Karla Sasser is an accomplished accountant, internal auditor, and award-winning author with more than 20 years’ experience in information technology and accounting. She specializes in helping organizations identify and solve problems involving business processes. Her areas of expertise include efficient bookkeeping and accounting processes; best practices for regulatory compliance and corporate governance; enterprise risk services; and information technology implementations, security and business continuity. 

CPA Speaker

John Greene

Senior Account Manager

I grew up helping run my family's multiple businesses ranging from real estate, to commercial plumbing/construction, to property management, to retail stores, and even rubber tree farms. This also meant I grew up knee deep in the books of those businesses. I went on to college, started my own business, then ventured into banking with JPMorgan, and then went into HR outsourcing with ADP. I've seen the successes and failures of business valuations, cashflow management, tax planning, and workflow management.

CPA Speaker

Kristen DiFolco

VP, CPA Channel Development
Analytix Solutions

Kristen is a CPA with nearly 10 years of experience in public accounting. Her passion for technology, automation and the freedoms they create was borne from her first position in public accounting, which allowed her the opportunity to implement cloud technology for her small business clients at a young age – an experience that set the tone for her entire career. As Vice President of CPA Channel Development at Analytix Solutions, Kristen consults and connects CPA firms with technology and staffing resources to maximize both productivity and work-life balance for firm leaders and employees.


Joshua V. Azran

Azran Financial APC Certified Public Accountants & Advisors

Joshua V. Azran is a Certified Public Accountant (CPA) with extensive experience ensuring clients’ financial success by providing strategic guidance and management of financial functions. Joshua is a visionary leader with expertise in public accounting, corporate finance, strategic management, financial restructuring, business valuation, management consulting, and business development.

CPA Speaker

Lydia Davenport

Your Accounting Pros

Lydia is a management accountant, serving her clients as an outsourced controller.  She works with small businesses, primarily those in the service industry, with less than $30 million in annual revenue.  She has been likened to a coach by her clients because she coaches them in how to track what is important to their business and assign a value to it in an effort to grow their businesses.  

Cpa Speaker

Victoria Marechal


Victoria Marechal is an accounting technologist.   Victoria expertise in software development began in 1992 for a UNIX spreadsheet software developers. Prior to this Ms. Marechal was a software consultant, setting up mid-market accounting databases. Since then she has developed consulting practice primarily focused on QuickBooks. Her initial interest in QB was based upon the superiority of its job costing. She is the author of Intuit’s  first Job Costing Manual for QB ProAdvisors.