Instructor List
David A. March
https://exergyenergy.com/
CEO, Exergy Energy Inc.
march@exergyenergy.com
(917) 468-0906
Lowell Jobe, CPA
https://audit-consulting.com/
Founder and President, Audit Consulting Services Group
lowell.jobe@gmail.com
612-327-1205
Denise Appleby, APA, CISP, CRPS, CRC
https://applebyconsultinginc.com/
CEO of Appleby Retirement Consulting Inc.
denise@applebyconsultinginc.com
973-313-9877
Heather Schreiber, RICP®
https://www.hlsretirementconsulting.com/
Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals
Heather@HLSretirementconsulting.com
(678) 888-5110
Thomas Castelli, CPA
http://thomascastelli.com/
CPA | Real Estate Investor
hello@thomascastelli.com
631-253-1609
Jeff Lenning
https://www.excel-university.com/author/
CPA, CITP, President - Excel University, Inc.
jeff@excelu.com
(562) 430-5716
Kathy Gregory
https://strategicadvisor.liveplan.com/author/kathy-gregory
Director of Strategic Development, Palo Alto Software; Program Manager, LivePlan
kathy@paloalto.com
Scott Peterson
Vice President of U.S. Tax Policy and Government Relations
scott.peterson@avalara.com
(615) 598-4337
Mark Wickersham
https://www.wickersham.co.uk/
Accountant, public speaker and author
mark@wickersham.co.uk
Alexandra Kaval
https://www.gracespacechristiancoaching.com/
Certified Professional Life Coach
gracespacechristiancoaching@gmail.com
Tanya Baber, EA, CTRS
http://www.taxedge365.com/
Partner, Tax Edge Inc.
tbaber@taxedge365.com
(970) 549-4832
Antonio Martinez
VP Business Development, LatinoTaxPro
antonio.martinez@latinotaxpro.org
866-936-2587 ext 8421
Samantha N. Gaito
Senior Account Executive, Great American Insurance Group
sgaito@gaig.com
617-936-8861
Chris Ediger
http://gointentional.com/
Senior Consultant, GiANT; CEO, Go Intentional / Go Labs
chris.ediger@giantworldwide.com
770-872-4403
Michael J. Fleming
https://www.salestaxandmore.com/
CEO, Michael J. Fleming & Associates
info@salestaxandmore.com
(972) 619-5928
Dr. Sean Stein Smith, CPA, CMA, PhD
https://www.c3evolutiongroup.com/
Assistant Professor, Lehman College
drseansteinsmith@c3evolutiongroup.com
Garrett Wagner, CPA, CITP
https://www.c3evolutiongroup.com/
CEO, C3 Evolution
garrettwagner@c3evolutiongroup.com
Shannon Hay
https://www.liveoakbank.com/
Senior Loan Officer, Live Oak Bank
shannon.hay@liveoak.bank
(910) 550-1403
Carson Tate
https://www.workingsimply.com/
Managing Partner, Working Simply
carson@workingsimply.com
704-362-1526
Russell N. Thomas Jr.
https://www.tasconline.com/
Region Sales Director, TASC
Russell.Thomas@tasconline.com
608-237-4855
Judie McCarthy
https://clienthub.me/#/
Co-Founder, Client Hub
judie@thinkbeyondthedesktop.com
352.486.2227
Liz Scott
http://accountinglifelineok.com/
QuickBooks Accountant, Trainer and Writer
liz@accountinglifelineok.com
(405)808-7278
Terry Durkin
https://durkin-associates.com/
Principal, Durkin Associates
terry@durkin-associates.com
Monika Miles
https://www.milesconsultinggroup.com/
Monika Miles, President, Miles Consulting
https://www.linkedin.com/in/monikamiles
Jeffrey McNeal, EA
https://www.canopytax.com/
SME Tax Resolution Manager, Canopy
jeffrey.mcneal@canopytax.com
Jay Kimelman, CPA, CITP
http://bluewirestrategy.com/jay-kimelman/
Founder, the digital CPA
jay@bluewirestrategy.com
William Murphy
https://www.intuitiveaccountant.com/
Senior Editor, Insightful Accountant
whm@rrrltd.org
405-990-2223
Amanda Aguillard, CPA
https://aguillardaccounting.com/
Principal, Aguillard Accounting, LLC
amanda@aguillardaccounting.com
Troy Altomare
http://www.doc-it.com/
Senior Client Solution Specialist, Doc.It Inc
taltomare@doc-it.com
Steven Hoffman
https://www.patriotsoftware.com/
Director of Business Development at Patriot Software
shoffman@patriotsoftware.com
Todd Steinberg
https://www.newclientsinc.com/
VP of Sales & Marketing at New Clients Inc.
todd@newclientsinc.com
David Elijah
https://www.taxslayer.com/
Director of Education and Training at TaxSlayer
delijah@taxslayer.com
Erik Charles
https://www.xactlycorp.com
Vice President, Product Marketing at Xactly
echarles@xactlycorp.com
Carolyn Livingston
http://www.myhomepay.com/About/MeetTheTeam
Director
Carolyn.Livingston@myHomePay.com
Gabrielle Fontaine, PB, ASBC
www.thefreelancebookkeeper.com
Virtual Bookkeeper, Trainer, Consultant & Author
Tom Breedlove
http://www.myhomepay.com/
Director, Breedlove & Associates
info@myHomePay.com
888-273-3356
Randy Johnston, MCS
http://www.randyjohnston.com/
Network Management Group, Inc.
randy@k2e.com
620-664-6000 x 112
Sam Santangelo
http://www.smartvault.com/
eLearning Content Manager, SmartVault
sam.santangelo@smartvault.com
Donny Shimamoto, CPA.CITP, CGMA
http://www.intraprisetechknowlogies.com/
Founder and Managing Director
donny@intraprise.us
Dominique Molina
http://certifiedtaxcoach.org/
President, Certified Tax Coach
admin@certifiedtaxcoach.com
Dave Will
https://www.propfuel.com/
Founder, PropFuel Feedback and Recognition Platform
dave@propfuel.com