Instructor List

Nick Preusch, CPA, J.D., LLM
Tax Manager at PBMares, LLP

Michael J. Tucker, CPA
Associate T.M. Byxbee Company

David A. March
CEO, Exergy Energy Inc.
(917) 468-0906  

Lowell Jobe, CPA
Founder and President, Audit Consulting Services Group

David Kurzman
President at Exergy Energy Inc.
(917) 468-0906  

Denise Appleby, APA, CISP, CRPS, CRC
CEO of Appleby Retirement Consulting Inc.

Heather Schreiber, RICP®
Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals
(678) 888-5110  

Thomas Castelli, CPA
CPA | Real Estate Investor

Andrew Perin

Jeff Lenning
CPA, CITP, President - Excel University, Inc.
(562) 430-5716  

John I. Harrison, CPA

Christian Filus
Partner Development Representative, Xero

Donovan Prark
Partner Development Representative, Xero

Kathy Gregory
Director of Strategic Development, Palo Alto Software; Program Manager, LivePlan

Scott Peterson
Vice President of U.S. Tax Policy and Government Relations
(615) 598-4337  

Darren Root
Founder/CEO at Rootworks and Liscio

Ed Kless
Senior Director, Partner Development and Strategy

Cheryl McElrath
National Channel and Direct Sales Manager

Mark Wickersham
Accountant, public speaker and author

Mike Giardina
(310) 307-3525  

Alexandra Kaval
Certified Professional Life Coach

Robert Eppele

Tanya Baber, EA, CTRS
Partner, Tax Edge Inc.
(970) 549-4832  

Antonio Martinez
VP Business Development, LatinoTaxPro
866-936-2587 ext 8421  

Samantha N. Gaito
Senior Account Executive, Great American Insurance Group

Chris Ediger
Senior Consultant, GiANT; CEO, Go Intentional / Go Labs

Michael J. Fleming
CEO, Michael J. Fleming & Associates
(972) 619-5928  

Dr. Sean Stein Smith, CPA, CMA, PhD
Assistant Professor, Lehman College

Garrett Wagner, CPA, CITP
CEO, C3 Evolution

Shannon Hay
Senior Loan Officer, Live Oak Bank
(910) 550-1403  

Kelly Cherniwchan
CEO & Co-Founder at

Damien Greathead
Vice President, Receipt Bank

Carson Tate
Managing Partner, Working Simply

Russell N. Thomas Jr.
Region Sales Director, TASC

Laura Redmond
Co-Creator, Aero Workflow

Judie McCarthy
Co-Founder, Client Hub

Liz Scott
QuickBooks Accountant, Trainer and Writer

(888) 502-7001  

Terry Durkin
Principal, Durkin Associates

Monika Miles
Monika Miles, President, Miles Consulting  

Nellie Akalp
CEO and Founder, CorpNet

Jeffrey McNeal, EA
SME Tax Resolution Manager, Canopy

Jay Kimelman, CPA, CITP
Founder, the digital CPA

William Murphy
Senior Editor, Insightful Accountant

Sara Cavender
Account Manager, Gruntworx LLC

Jan Haugo
Owner, Jan Haugo & Associates LLC

Amanda Aguillard, CPA
Principal, Aguillard Accounting, LLC

Chris Wise
Director, Sales & Customer Relations at CoralTree, Inc

Steven Burns, FAIA
Chief Creative Officer, BQE Software

John Torvi
Vice President of Marketing & Sales, Landy Insurance

Lindsay Conderman
Product Marketing Manager, AbacusNext

Joe Woodard
CEO, Woodard Company

Alex Bean
Co-Found and COO, Divvy Inc.

Alex Bagne
President, ICS Tax, LLC

Troy Altomare
Senior Client Solution Specialist, Doc.It Inc

Mary Trapani
ID Theft, Legal Services & Training, LegalShield

Mike Deschamps
Professor of Accounting at MiraCosta College

Stephanie Mozzillo
Product/Channel Marketing Manager, Neat Company

Steven Hoffman
Director of Business Development at Patriot Software

Todd Steinberg
VP of Sales & Marketing at New Clients Inc.

David Elijah
Director of Education and Training at TaxSlayer

Christian Jones
SEO Specialist at TaxProMarketer

Nathan Hagerty
CEO & Founder, TaxProMarketer

Erik Charles
Vice President, Product Marketing at Xactly

Nathan Mote
Associate Product Marketing Manager

Art Pulis
Owner, Pulis & Associates

Jason Goldfinger
Vertical Sales Manager

Will Almand
Principal Corporate Sales Executive

Scott Scharf
co-Founder, Catching Clouds

Gabrielle Fontaine, PB, ASBC
Virtual Bookkeeper, Trainer, Consultant & Author

Tom Breedlove
Director, Breedlove & Associates

Randy Johnston, MCS
Network Management Group, Inc.
620-664-6000 x 112  

Sam Santangelo
eLearning Content Manager, SmartVault

Drew Foster, EA
Co-Founder, IRS Solutions

Donny Shimamoto, CPA.CITP, CGMA
Founder and Managing Director

Dominique Molina
President, Certified Tax Coach

Steve Barrett, CPA.CITP
Partner, HKMP Technologies

Jami Schwartz
Head of Content and Marketing Technologies

Dave Will
Founder, PropFuel Feedback and Recognition Platform