Instructor List



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  

Kelly Cherniwchan
http://chata.ai/
CEO & Co-Founder at chata.ai
 


Damien Greathead
https://www.receipt-bank.com/
Vice President, Receipt Bank
damien@receipt-bank.com
 

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  


Laura Redmond
https://www.aeroworkflow.com/
Co-Creator, Aero Workflow
laura@redmondaccounting.com
 


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  

AuditFile
https://auditfile.com/
info@auditfile.com
(888) 502-7001  


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  

Nellie Akalp
http://www.corpnet.com
CEO and Founder, CorpNet
nakalp@corpnet.com
 


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  


Sara Cavender
http://www.gruntworx.com/
Account Manager, Gruntworx LLC
Sara.Cavender@GruntWorx.com
 

Jan Haugo
https://www.jhaccounting.net/
Owner, Jan Haugo & Associates LLC
jan@jhaccounting.net
 

Amanda Aguillard, CPA
https://aguillardaccounting.com/
Principal, Aguillard Accounting, LLC
amanda@aguillardaccounting.com
 


Chris Wise
Director, Sales & Customer Relations at CoralTree, Inc
cwise@coraltreetech.com
 


Steven Burns, FAIA
http://www.bqe.com/
Chief Creative Officer, BQE Software
burns@bqe.com
 


John Torvi
www.landy.com
Vice President of Marketing & Sales, Landy Insurance
Johnt@landy.com
 


Lindsay Conderman
Product Marketing Manager, AbacusNext
lconderman@abacusnext.com
 


Joe Woodard
www.woodard.com
CEO, Woodard Company
 


Alex Bean
https://getdivvy.com/
Co-Found and COO, Divvy Inc.
alex@getdivvy.com
 


Alex Bagne
http://ics-tax.com/
President, ICS Tax, LLC
alexb@ics-tax.com
 


Troy Altomare
http://www.doc-it.com/
Senior Client Solution Specialist, Doc.It Inc
taltomare@doc-it.com
 

Mary Trapani
www.SoonerOrLater.biz
ID Theft, Legal Services & Training, LegalShield
 


Mike Deschamps
Professor of Accounting at MiraCosta College
 


Stephanie Mozzillo
www.Neat.com
Product/Channel Marketing Manager, Neat Company
smozzillo@neat.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
 


Christian Jones
www.taxpromarketer.com
SEO Specialist at TaxProMarketer
christianjonestpm@gmail.com
 

Nathan Hagerty
www.taxpromarketer.com
CEO & Founder, TaxProMarketer
nate@taxpromarketer.com
 

Erik Charles
https://www.xactlycorp.com
Vice President, Product Marketing at Xactly
echarles@xactlycorp.com
 


Nathan Mote
www.citrix.com
Associate Product Marketing Manager
nathan.mote@citrix.com
 


Art Pulis
Owner, Pulis & Associates
 


Jason Goldfinger
www.citrix.com
Vertical Sales Manager
jason.goldfinger@citrix.com
 


Will Almand
www.citrix.com
Principal Corporate Sales Executive
will.almand@citrix.com
 


Scott Scharf
http://catchingclouds.net/scott-scharf/
co-Founder, Catching Clouds
 

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
 


Drew Foster, EA
https://www.irssolutions.com/
Co-Founder, IRS Solutions
 


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
 


Steve Barrett, CPA.CITP
www.ameliosoftware.com
Partner, HKMP Technologies
SBarrett@hkmp.com
 


Jami Schwartz
www.kabbage.com
Head of Content and Marketing Technologies
jschwartz@kabbage.com
 


Dave Will
https://www.propfuel.com/
Founder, PropFuel Feedback and Recognition Platform
dave@propfuel.com