Total Members: 4902

Speakers

 

Roadshow logo

 

 

The Cloud Services Community CPA Roadshows

proudly presents

"Developing effective Sales and Marketing and Business Development strategies"

Our CPA roadshows 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!


 

Jason Glass

Jason Glass

Director Partnership Development
Oracle - NetSuite

As a technology channel leader, Jason Glass brings over 15 years of direct/indirect sales and channel marketing expertise to the vast partner spectrum marrying channel strategy with ecosystem execution. Jason leads the NetSuite business development team focused on identifying new partnerships both within the CPA and technology consulting communities.

 

 

CPA Speaker

Neil Taurins

Director of Sales
Abila

An eight-year veteran of Abila, Neil Taurins helps association, nonprofit, and government professionals find the necessary tools to manage their finance and fundraising efforts, so they can focus on what really matters – their mission. As Director of Sales, Neil is responsible for both direct and indirect sales channels, and has even qualified for Abila’s elite President’s Circle. Neil is highly skilled at working effectively cross-functionally, which makes him an expert in channel engagement. In addition to working with a variety of nonprofits through Abila, Neil is a member of Texas Humane Heroes and is a past president of Toastmasters. 

CPA

Linda A Hamilton

CPA
Linda A Hamilton, CPA LLC

Linda is a Certified Public Accountant with more than 25 years of experience in tax, accounting and consulting services.  Her firm works with clients in the U.S. and across the globe including businesses, nonprofit entities and high-net-worth individuals. She advises her clients on federal, state and local tax matters and provides financial coaching, and outsourced CFO and controller services. Linda is passionate about helping business owners grow and mentoring students, employees, and business owners.  Using the latest cloud technology solutions, Linda guides clients in monitoring performance and understanding the story behind their numbers so they can make smarter money decisions. 

speaker

Peter Frank

CPA, CITP
Cornick, Garber & Sandler, LLP

Peter has been advising individuals and closely held businesses on accounting, tax, business and technology matters for nearly 40 years. His diversified clientele includes startups and mature businesses, as well as many of whom are new to the U.S. As an early PC user, high end accounting software VAR and educator to accountants and businesses, Peter has been a longtime exponent of technology, always seeking to assist his clients in the beautiful marriage of business and technology. And with a bachelor’s degree in music, he has been a writing, recording and performing musician for most of his life.

 

Speaker

Cristina Martin Greysman

VP, Partner Recruitment & Activation
SAP America

Cristina Martin Greysman is an enthusiastic promoter and idea generator who consistently seeks synergies among people and businesses in order to create new opportunities. An entrepreneur at heart, Cristina seeks out needs and fills them in her profession and in her community. Cristina’s 20-year career in technology spans both startups and Corporate America in the Philadelphia region, specializing in business development, strategic alliances, and partner program development. Cristina speaks on the topic of “Dream IT” and serves as Vice Chair for the Advancing Women in IT community at CompTIA, a 2000+ member industry association. She has also served on the Leadership Team for Philly Startup Leaders, a non-profit for technology startups in the Greater Philadelphia region and currently serves on the planning committee for the annual Philly Women in Tech Summit.

CPA Speaker

Dave Burton 

Partner, New York Office
Burton & Co.

Dave is a certified public accountant and partner of Burton & Co., PA, CPA's, a South FL and NY-based full-service public accounting firm. Burton & Co has been making taxes and accounting as fun as possible for its clients for over 35 years and boasts 100+ years of experience among their staff. Dave devotes most of his time tapping into the entrepreneurial, NextGen lifeline running through NYC, serving start-ups, freelancers, and millennials in all their tax and back office needs extending well beyond the tax return. Uniquely experienced and placed, Dave and Burton & Co. understand the complexities, speed, and ecosystem the modern entrepreneur works in because Dave lives and breathes it himself. 

 

Speaker

Joseph Riccie

CPA, Partner, Market Leader
Withum, Smith, + Brown


Joe has over 30 years of financial, human capital and operational management experience collectively. He is the Market Leader for both the Cloud Solutions & Management Consulting practice and Cyber & Information Security Services practice and a certified public accountant. Joe is a proven, results drive, entrepreneurial professional focused on improving the financial, human capital and operational management activities for companies across a variety of industries. He specialized in managing programs, leading change enablement and enterprise transformation programs, and he has a recognized ability to leverage people, process, technology and information to drive performance and deliver key business objectives with tangible results.

CPA Speaker

Paul Hatrak

CPA, CGMA, Business Growth Expert
Hatrak Associates 

As a FocalPoint Certified Business Coach and President of Hatrak Associates, LLC, Paul’s mission is to work with clients with “entrepreneurial spirit” to drive further success or to “rekindle the fire” that may have been lost in their business. He’s combined 20 plus years of business and leadership experience with the powerful results-based content and expertise of one of the world’s best known business coaches, Brian Tracy. Paul held senior financial management positions in large and small companies, holding such titles as Regional Finance Officer and Controller. As Regional Finance Officer of Willis Group Holdings, he directed finance activities impacting the $100M New York Metro region. Paul joined Willis from Marquis & Associates Inc. where he was a Partner and controller. He also has previous audit and tax experience with Deloitte & Touche. Paul holds a BS in Accounting from King’s College and is a CPA, licensed in Pennsylvania. He is also a licensed Property & Casualty, Health and Personal Lines Producer in New Jersey.

CPA

Michael Goldfine

Managing Partner
Goldfine & Co.

Michael Goldfine MS CPA, Goldfine & Co Inc.  12 staff and 3 partners located in the financial district off Wall St. The company provides personal and business tax preparation; business accounting; audit; consulting; and Cloud Hosting Services for Payroll and QuickBooks and they are QuickBooks Pro Advisors. Michael is also an Adjunct Professor at Brooklyn College CUNY where he teaches courses in Accounting Information Systems with a concentration in Cloud Accounting and QuickBooks and Business Taxation. He sits on various charity boards, holds a Ham Radio license N2HSZ and enjoys playing golf with his daughter Lily a high school freshman.