SPECIAL REPORT

Who they are p. 56 What they’re watching p. 69 Sponsored by: The challenges they see p. 60 Who they think is influential p. 70

055_ACTSep13 1 8/21/2013 5:34:44 PM 56 A Supplement to Accounting Today Top 100 People

The Top 100 People: Annuals and perennials ‘LET A HUNDRED FLOWERS BLOOM.’ except to note one other way that our Top 100 People is like Beyond these confines, the accounting profession is, as We don’t often quote Chairman Mao in Accounting To- a garden: Each year, we are forced to make choices between we noted, burgeoning — busting out all over, you might say, day, but on this one occasion, we thought it might be ap- the annuals that should be added anew each year, and the breeding a vast variety of new blossoms, sending up green propriate, in releasing our annual list of the Top 100 Most perennials that can return every 12 months. shoots in fields previously unexplored. Influential People in Accounting, to note the vast variety The profession has many hardy perennials — think of the This profusion is one of the great strengths of the pro- and chaotic profusion of the profession. Nisbergs, the Koltins, the Melancons — but it also generates fession — that it can move in so many directions at once, If the T100 were a garden, it would be no monotonous whole crops of new annuals each year, and our list must explore so many different avenues, and even hold so many monoculture of rigidly organized beds filled with identical make room for them, much as the profession does. The sharply differing opinions (and then resolve them without lackluster flowers. Instead, it would be a lush bank of wild- crucial difference, of course, is that outside of this report, succumbing to any sort of Maoist purge). flowers, a tropical rainforest’s worth of different blooms, dif- perennials and annuals work side by side to grow the pro- It is the strength that produced this year’s Top 100 People, ferent focuses and different schools of thought. The mem- fession; it’s only in these pages that they compete for one the varied mix of annuals and perennials who are shap- bers of our list routinely overspill their beds, breaking into of 100 plots. Not being on the list is no blight on the bloom; ing the profession now and in the future — preparing the new fields and colonizing new territories. it’s merely an indicator of the arbitrarily small size of this ground for a new set of annuals to come along. We won’t push the horticultural metaphor much further, particular show garden. — The Editors

Joe Adams Foundation; Northern Virginia Relay for Life. Guide for CPAs; The Power of Optimism … Board PCC, responsible not just for improving pri- Education: Georgetown University Law Center, member, Anchor Bank, Anchor Bank Holding; chair, vate company reporting, but for proving that Managing partner 1975, JD … Michigan State University, 1972, BA. Compensation Committee, Anchor Bank ... AICPA ... the council can be a viable solution to the and CEO, McGladrey Personal: Born 1950, Imst, Austria … Married to Past board member, Minnesota Chapter, AAM ... Past With McGladrey’s part- Nancy … Three children. board member, Minnesota Opera; Chantrey Wood decades-old issue of making GAAP work for ners and staff revitalized Blog/Twitter: http://connect.nsacct.org/NSABlog/ Homeowners Association. all kinds of companies, not just large publicly @NSAtax Education: Indiana University, Ph.D ... DePaul Uni- by their unification after traded ones. versity, MBA; BA. Career Highlights: Assurance & risk management a decade apart, Adams is Personal: Born 1946, Chicago … Married to Emily partner, PwC, 1998-2011 (retired) … Partner, Coo- leading his Top Five Firm forward with a fo- August Aquila Haliziw … One daughter. pers & Lybrand, 1982-1998; joined, 1972. cus on innovation and a commitment to the President and CEO, Twitter: @aquilaadvisors Other Affiliations: Chair, Private Company Council, middle market. Aquila Global 2012-present … Chair, National Association of State Career Highlights: Managing partner and chief ex- Advisors Erik Boards of Accountancy, 2009-2010 … Chair, Texas ecutive officer, McGladrey LLP, 2011-present; leader, With a growing roster of Asgeirsson Public Finance Authority, 2011-present ... Board of Directors, Atkinson Candy Co., 2012-present … Blue Great Lakes Region, 2008-2011; executive managing clients abroad, Aquila CEO, CPA2Biz director, Great Lakes Economic Unit, 1998-2008; au- Ribbon Panel on Private Company Accounting Stan- brings an international It’s certainly natural for dit partner, 1987; joined, 1979. dards, 2010 … Past chair, Texas State Board of Public Other Affiliations: American Institute of CPAs … Il- perspective to what it takes to properly man- the head of the AICPA’s Accountancy … AICPA Governing Council, 2003- linois CPA Society … Center for Audit Quality, Major age a modern accounting practice. Web portal to be inter- 2006 … Past chair, Make-a-Wish Foundation of the Firms Group. Career Highlights: President, Aquila Global Ad- ested in promoting tech- Texas Gulf Coast … President, Accounting Advisory Council, Texas A&M University. Education: DePaul University, MBA Operations visors LLC, 1995-present … Director of practice nology, but he’s been taking it to new levels Management; BA Accounting. management consulting, The Growth Partnership, Education: Texas A&M University, 1972, BBA Acctg. recently with an intensified crusade to turn Personal: Born 1955, Chicago … Married to Cheryl 2003-2005 … Vice president of mergers and acqui- Personal: Born 1950, Richmond, Texas … Married to … Five children, four grandchildren. sitions, American Express Tax & Business Services, accountants into “Digital CPAs.” Donnelle … Two children, four grandsons. 1996-2003; vice president of field management, Career Highlights: CEO, CPA2Biz, 2002-present; John Ams 1994-1996 … Senior vice president, Practice Devel- vice president of professional services, 2000-2002 … Ron Baker opment Institute, 1987-1994 … Partner, Friedman, To sales director, Business Services Division, AT&T, Founder, Executive vice 1990-2000. Eisenstein, Raemer & Schwartz CPAs 1983-1994 … VeraSage Institute president, NSA Adjunct professor of marketing, DePaul University Other Affiliations: Board member, CPA2Biz … Digi- Baker may be gratified The 30,000 or so members Graduate School of Business, 1980-1994 … Group talNow Advisory Group … National Peace Corps As- sociation … Former Peace Corps volunteer in Tan- that accountants are be- of the National Society of director of marketing, Coopers & Lybrand (Chicago Group), 1979-1983. zania. ginning to take up his Accountants rely on Ams Education: Stern School of Business, New York Uni- Other Affiliations: Founding board member and message about the need versity, MBA … George Washington University, BS to keep them up to date Hall of Fame member, Association for Account- Electrical Engineering. to do away from the billable hour, but he’s on the latest developments in tax — and to ing Marketing … Founder and editor, Partner to Personal: Born 1968, Falmouth, Mass. … Married to not finished: He thinks the profession has a help fight their corner inside the Beltway. Partner, 1995-2000 … Founder and editor, Partner Claudia … Two daughters. Career Highlights: Executive vice president, Na- Advantage, 2003-2006 … Author, CPA Firm Merger lot more work to do to make sure it maintains Twitter: @erikasgeirsson tional Society of Accountants, 2001-present … Senior Strategies That Work; CPAs That Sell; Breaking the its relevance. vice president of financial affairs, Interstate Natural Paradigm: New Approaches to Pricing Accounting Career Highlights: Founder, VeraSage Institute, Gas Association, 1984-2001 … Director of federal tax Services; Client at the Core: Marketing and Managing Billy Atkinson 1998-present ... Instructor, California CPA Education programs, National Association of Realtors, 1979- Today’s Professional Services Firm; Compensation as Chairman, Private Foundation, 1995-present ... Partner, Baker & Bar- 1983 … Attorney, National Office, IRS, 1975-1979. a Strategic Asset; Performance Is Everything; Leader- Company Council nett CPAs, 1987-2003 ... Senior accountant, KPMG, Other Affiliations: Internal Revenue Service Advi- ship at Its Strongest: What Successful Managing Part- This retired PwC partner 1984-1987. sory Council … American Society of Association Ex- ners Do; How to Engage Partners in the Firm’s Future Other Affiliations: California Society of CPAs ... ecutives … American Bar Association … D.C. Bar As- ... Contributing author, The Marketing Advantage; stepped into the limelight American Institute of CPAs’ Group of 100 ... Profes- sociation … Phi Beta Kappa … Past or present board How to Hire a Marketing Director and Make it Work; last year when he became sional Pricing Society ... Author, Implementing Value member, Cherian Investments; NSA Scholarship Bull’s Eye! 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009_ACTAug13 1 7/24/2013 1:05:32 PM 58 A Supplement to Accounting Today Top 100 People

Firms; Mind Over Matter; Pricing on Purpose; Mea- of product development, national customer training ... Indian Institute of Science, 1970, MS ... MBM Engi- sure What Matters to Customers; Professional’s Guide and Western regional support, CCH, 1980-1992. Wayne Berson neering College, 1968, BE. to Value Pricing, 6th Edition; The Firm of the Future; Education: Boston University, 1982, MBA … Siena CEO, BDO USA Personal: Born 1947, Jodhpur, India ... Married to Burying the Billable Hour; Trashing the Timesheet; College, 1974, BBA Acctg. Berson has been pursu- Sharada (co-founder of AccountantsWorld) ... Two You Are Your Customer List … Advisory board, Smart Personal: Born 1952, Colchester, Vt. … Married to ing a strategy of growth children. Pros; Principia ... Faculty, Professional Pricing So- Betsy … Four children. through strategic merg- Blog/Twitter: http://community.accountantsworld. ciety … Cato Institute ... Heritage Foundation ... com / @powerpractice ers and acquisitions from American Enterprise Institute ... Hoover Institution Joanne Barry ... Foundation for Economic Education ... Discovery the moment he took over Ken Bishop Executive director at BDO last year, and he has no intention of Institute ... Competitive Enterprise Institute. President and CEO, Education: Professional Pricing Society, Atlanta, and CEO, NYSSCPA stopping. The question is, where will his Top NASBA 2002, postgraduate ... University of Chicago GSB, Besides streamlining 10 Firm expand next? Now in his sophomore 2001, postgraduate ... Cato University, 2000, post- the society’s operations, Career Highlights: CEO, BDO USA LLP, 2012-pres- graduate ... Disney University, 1997, postgraduate boosting its member- ent; member, BDO international Global Board, 2012- year at the helm, Bishop ... San Francisco State University, 1984, BS Acctg. ... present; U.S. board chairman; regional managing keeps on rolling out new Santa Rosa Junior College, 1982, AA. ship and moving it to a partner for assurance; office managing partner, -as services and bringing on Personal: Born 1962, Santa Rosa, Calif. ... Single. new headquarters, Barry has also focused it surance; joined (through merger), 2001 … Managing new staffers aimed at serving his state board Blog/Twitter: www.verasage.com /@ronaldbaker squarely on the future, with initiatives and partner, Lang Group; partner; audit manager; joined, constituents, all while he works to spread the new staff positions aimed at the next genera- 1991 … Audit senior to supervisor, Grant Thornton, William tion of accountants. 1987-1991 … Audit staff to supervisor, Baker Mazars, CPA Exam around the world. Career Highlights: President and CEO, National Balhoff Career Highlights: Executive director and CEO, 1983-1987. Association of State Boards of Accountancy, 2012- New York State Society of CPAs, 2010-present; execu- Other Affiliations: Co-founder, BDO Institute for Incoming chair, present; executive vice president and chief operating tive director, Foundation for Accounting Education, Nonprofit Excellence … Past member, PCPS Execu- AICPA officer, 2010-2011; senior vice president and director, 2010-present; deputy executive director, 2008-2009; tive Committee, AICPA … Past president, Greater You’d expect the chair of 2007-2010 … President and CEO, Professional Cre- managing director of communications, 2006-2008; Washington Society of CPAs … Board, Greater Wash- dential Services, 2007-2010 (former wholly owned the American Institute of director, communications division, 1986-1989; assis- ington Board of Trade … Audit Committee chair, NASBA subsidiary) … Executive director, Missouri CPA to be fairly heavily in- tant director of public relations, 1981-1986 … Assis- Global Alliance for Vaccinations and Immunizations State Board of Accountancy, 1998-2006 … Law en- tant director of public information and publications … Trustee, Federal City Council. volved in the profession, but few can match forcement career, commander, chief of police, un- editor, Hackensack Medical Center, 1980-1981 … Education: University of South Africa, 1986, Ac- Balhoff’s resume of service in a wide variety der-sheriff. Public relations assistant, public relations coordina- counting Science … University of Cape Town, 1983. of volunteer and leadership roles, on top of Other Affiliations: CEO, NASBA Center for the Pub- tor, New York City School Volunteer Program, 1977- Personal: Born 1961, Cape Town, South Africa … lic Trust … MAcc Adivsory Board, Vanderbilt Univer- his years of experience in public practice and 1981. Married to Sandra-Lynn … Three children. sity ... Past member, Board of Examiners, American at the helm of a firm. Other Affiliations: Certified Association Execu- Institute of CPAs ... Board of Directors, Nashville Career Highlights: Managing director and CEO, tive … Board, CPA Society Executives Association Paul Beswick Downtown Partnership ... Jason Foundation ... Carn- Postlethwaite & Netterville, 2008-present; director, … Vice chair, Board of Trustees, AICPA Foundation Chief accountant, ton Plantation Randall McGavock Society. 1986; joined, 1976. … Advisory Board, Montclair State University Ac- SEC Education: Kennedy School of Government, Har- Other Affiliations: Society of Louisiana CPAs … counting Department … Board, New York Society of Beswick has made the vard University, Executive Program … University of Dean’s Advisory Council, LSU E.J. Ourso College of Association Executives … Board, New York Chapter, Missouri, Master’s in Criminal Justice; Bachelor’s in Business; Advisory Board, LSU E.J. Ourso College of International Association of Business Communica- switch from “acting” to Education … Federal Criminal Justice Academy … Business Accounting Department … Board of trust- tors … Past national chair, AICPA Public Relations full-time chief accoun- Missouri State Highway Patrol Academy. ees, Our Lady of the Lake College; member, Finance Conference … Public Relations Society of America … tant, but what we’re really Personal: Born 1951, Mexico, Mo. ... Married to Shei- Committee … Chair, Finance Committee, Baton National Press Club. waiting on are his thoughts on whether we’ll lah ... Three children. Rouge Area Foundation … Vision 21 Foundation. Education: New School for Social Research, MS … make the switch from GAAP to IFRS ... . Blog: Monthly “President’s Memo” in State Board Education: National Banking School, McIntire Montclair State University, BA. Career Highlights: Chief accountant, Securities and Report, on www.nasba.org. School of Commerce, University of Virginia … Loui- Personal: Born Jersey City, N.J. … Married to Edward Exchange Commission, 2012-present; deputy chief siana State University, 1976, BS Acctg. … Three sons. accountant, Accounting Group, 2009-2012; deputy Personal: Born 1954, Baton Rouge, La. … Married to Twitter: @joannesbarry Parnell Black chief accountant for professional practice, 2008- Sandra … Three daughters. 2009; senior advisor, Office of the Chief Accountant, CEO, NACVA Sen. Max 2007 … Partner, Professional Practice and Risk Man- After last year’s merger Jonathan Baucus agement Group, Ernst & Young. of NACVA with the Insti- Other Affiliations:Practice fellow, FASB, 2005-2007. Baron D-Mont. tute of Business Apprais- Managing director, Education: Miami University, 1994, BS Acctg. Baucus is retiring after ers, Black continued to Professional his current term, but he’s streamline the valuation Segment, Thomson Chandra pushing hard to leave his field this year by merging his association’s Reuters Tax & Bhansali mark with some kind of two main credentials. Accounting President, Career Highlights: CEO, National Association of Cer- major tax reform, even going so far as to go Baron continues in his pivotal role in steer- AccountantsWorld tified Valuators and Analysts, 2002–present; president on a listening tour with House Republican ing Thomson Reuters Tax & Accounting in A proponent of the cloud and CEO, 1995–2002 … President and CEO, Black & Dave Camp to gather ideas. Isom Associates, 1992–1995 … Partner, Black/Green its position as one of the leading providers from before it was even Career Highlights: Chair, Finance Committee, U.S. called the cloud, Bhansali & Co., CPAs, 1989–1992 … President, Parnell Black & of tools and resources to tax preparation and Senate, 2007-present, 2001-2003; vice chair, Joint Associates, 1985–1989 … Senior program manager, accounting professionals. Committee on Taxation; Environment and Pub- is a major force in raising the profession’s Amembal & Isom Consulting, 1979–1985. Career Highlights: Managing director, Professional lic Works Committee; senior member, Agriculture comfort level with this liberating and em- Other Affiliations: Institute for Credentialing Excel- Segment, Thomson Reuters Tax & Accounting, 2011– Committee; elected, 1978 ... U.S. House of Repre- powering, but not-so-new, technology. lence (formerly the National Organization for Com- present; president – Americas, Workflow & Service sentatives, 1974-1978 ... Montana State Legislature, Career Highlights: President and co-founder, Ac- petency Assurance) … Board advisor, International Solutions, 2010-2011; president, Thomson Reuters 1973-1974 ... Executive director and committee co- countantsWorld, 1999-present ... President and co- Association of Consultants, Valuators and Analysts Tax & Accounting, Professional Software & Services, ordinator, Montana Constitutional Convention, 1972 founder, Micro Vision Software Inc., 1986-2002 ... … FEI … Family Firm Institute. 2005–2009; executive vice president, accounting ... Law practice, 1971. Manager, Perkin Elmer, 1980-1985. Education: University of Utah, 1981, MBA; 1979, BA market, and president and CEO, Creative Solutions, Education: Stanford University, 1967, law degree; Other Affiliations: CEO Club ... Will & Vision Foun- Acctg./Finance. 2004-2005; president and CEO, Thomson Reuters/ 1964, BA. dation, IEEE ... ACM ... Board of Advisors, Infosys Personal: Born 1954, Salt Lake City … Married to Creative Solutions, 1998-2004; vice president of Personal: Born 1941, Helena, Mont. ... Divorced ... International. Linda Melcher … Two children. product development, 1992-1998 ... Vice president One son. Education: State University of New York, 1979, Ph.D. Blog/Twitter: http://quickreadbuzz.com/ @nacva

058_ACTSep13 2 8/22/2013 10:00:52 AM 059_ACTSep13 13 8/20/2013 2:21:29 PM 60 A Supplement to Accounting Today Top 100 People Top 100 People

Jason Blumer ularly active on committees and task forces Jim Buttonow Chief innovation aimed at driving the profession forward in its Co-founder, & officer, Blumer & adoption of valuable new technologies. Beyond415 Career Highlights: Chief information officer and Associates Not only are Buttonow Q If the PCAOB continues to drive toward a shareholder, Boomer Consulting, 2006-present … A Accounting’s strict compliance model vs. a performance Call Blumer at work, Consultant, BearingPoint, 2002-2004 … To senior and Beyond415 giving and he probably won’t consultant, Arthur Andersen Business Consulting, tax preparers the tools biggest issues model of audit quality, they will increase answer: He’s likely out 1999-2002. and insights they need to the likelihood that the better people (intel spreading his message of disrupting the ac- Other Affiliations: CITP Credentials Committee, interact more efficiently with the IRS, they’re We asked the T100 what the most impor- ligent, independent thinkers, capable of AICPA; CITP Exam Task Force Chair, AICPA; Confer- counting status quo in an energetic confer- also taking up advocacy, as when they helped tant issues facing the profession are; suc- understanding business, etc.) will choose ence Steering Committee, AICPA Tech+ … Board of cession planning and the looming talent other things to do than perform indepen ence presentation or cracking wise on his Directors, Kansas Society of CPAs; champion, Tech- lead the revolt against the retirement of two shortage were by far the most common dent audits. Thriveal podcast. But really, you shouldn’t nology Committee. useful IRS e-services. responses, with keeping up with tech- bother because his firm has been proudly Education: University of Texas at Austin, 2006, MBA Career Highlights: Co-founder and vice president nology and maintaining the profession’s The most important issue is the increasing virtual since the end of 2012. Marketing/Entrepreneurship … Kansas State Uni- of product development, Beyond415, 2009-present versity, 1999, BS Acctg./MIS. … Private practice, 2006-2013 … IRS team coordi- relevance also ranking high — but there level of regulatory compliance oversight Career Highlights: Chief innovation officer, Blumer Personal: Born 1976, Manhattan, Kan. … Married to nator, TE/GE Coordinated Exam Program, Internal & Associates CPAs PC … Audit manager, Burkett, were also a number of less-frequently cited and legislative complexity. The velocity Mary … One son and one daughter. Revenue Service, 1987-2006. Burkett & Burkett CPAs, 1998-2003 … Controller, Ab- issues that are worth noting. at which compliance is changing has in Blog/Twitter: www.thinkplangrow / @jimboomer Other Affiliations: Tax Section, AICPA; IT Section bott Enterprises Inc., 1996-1998 … Market financial creased. … North Carolina Association of CPAs … NATP … manager, BrightStar Studios, 1993-1996. Westover Church. I believe complexity continues to be both Other Affiliations: Founder and CEO, Thriveal CPA Jim Bourke Education: Florida Atlantic University, postgraduate the greatest opportunity and the biggest Auditors need to recognize the need to Network … AICPA … South Carolina Association of Partner, work … University of South Florida, 1987, BS Acctg. potential challenge for CPAs. expand their role and reporting responsi CPAs. Personal: Born 1964, Southampton, N.Y. … Married bilities to meet the needs of statement users Education: Wofford College, 1993, Bachelor’s Acctg. WithumSmith+Brown — Barry Melancon to Heather … Two children. Personal: Born 1971, Greenville, S.C. … Married to Bourke’s influence in the (particularly investors) and maintain the Blogs/Twitter: Beyond415.com Knowledge Center Jennifer … Three daughters. CPA community cannot Complacency. Many Baby Boomer part- relevance of their role. Blog, IRSmind.com / @Jim_Beyond415 Blog/Twitter: www.blumercpas.com/blog / www. be denied. His speaking ners are happy enough with their ca- thriveal.com/blog / @jasonmblumer and travel schedule is reer accomplishments, client bases and It’s shaping the services the accounting nothing short of staggering, as he remains Edward Caine compensation. This makes it difficult to profession provides to better serve capital Gary Boomer committed to explaining how practitioners National president, change firm strategy and culture, which markets and investors. In this complex and CEO, Boomer can and should embrace technology and NCCPAP is often necessary in today’s competitive dynamic global economy, ensuring that our Consulting change in general to prepare for both the Even as NCCPAP expands marketplace. — Jean Caragher services remain relevant, timely and mean ingful is imperative. His name is synonymous present and the future. across the country, its new with thought leadership Career Highlights: Partner and member, Manage- president hasn’t lost sight Globalization continues to present tax and accounting practitioners with un- Relevance. If we don’t do a better job of de in both technology and ment Committee, and technology niche practice of two of its core missions: leader, WithumSmith+Brown; joined, 1987. precedented and rapidly evolving chal- fining, delivering and communicating our practice management, helping members run their practices better, Other Affiliations: Past president, New Jersey Soci- and advocating for them in Washington. lenges. — Brian Peccarelli value to small businesses, we will be can and his eponymous circle meetings have ety of CPAs … Board of Directors and Council mem- Career Highlights: Managing partner, EP Cain & nibalized by the DIYers. And for the lack of become a must-attend for many CPA firm ber, AICPA; past chair, CITP Credential Committee; Associates CPA, 2005-present … Chief administra- Creating a clear roadmap for the future value that some CPAs offer clients, you can’t chair, AICPA Tech+ Conference … Board member, leaders, even as the ideas exchanged spread tive officer, Union for Reform Judaism, 2002-2005 blame clients for that. N.J. Technology Council … Board member, Camp of firms as “historical” services such as to firms of all sizes. … Associate partner, Maximus, 1997-2002 … CFO, Zehnder YMCA. tax, write-up, audit, etc., continue to face Career Highlights: Chief executive officer, Boomer director of operations, ECC Management Services, Education: Kean University, 1987, BS Acctg. increasing pricing pressure and com- Brand re-alignment. The CPA brand is so Consulting Inc., 1996-present ... To 1996, partner, 1990-1996 … CFO, treasurer, Berger Manufacturing, Personal: Born 1964, Jersey City, N.J. … Married to Varney & Associates. 1987-1990 … Manager, Deloitte & Touche, 1984-1987 moditization. — Jennifer Katrulya strongly tied to audit, tax and finance that it Jody … Three children. Other Affiliations: Life Insurance/Disability Plans … VP, Chase Manhattan Bank, 1981-1984 … Senior is like trying to move a mountain to rebrand Twitter: @JimBourke Committee, AICPA; past member, Council; Advisory accountant, Arthur Andersen & Co., 1977-1981 … As- Creating opportunities for and adapting to enable CPAs to be the ultimate trusted Panel, CPA Horizons 2025 … Accounting Advisory sistant treasurer, Girard Bank, 1973-1977. to the next generation of CPAs and ac- business advisor (to business as a whole, Board, Kansas State University … The Advisory Board Rep. Charles Other Affiliations: National president, National counting professionals while maintaining not just finance). … Co-founder, Winning Is Everything Conference … Conference of CPA Practitioners, 2012-present … Boustany the relevancy of the CPA certificate. Past president, Kansas Society of CPAs ... Author, Per- Vice president, Golden Slipper Club and Charities … Leadership development. Accounting firms formance3; The Boomer Advantage Guides; Boomer R-La. Vice chair and chair, Radnor Township Citizens Audit — Loretta Doon Bulletin … Past chair, Manhattan Chamber of Com- Boustany’s specialty is Review & Financial Advisory Committee, Township are struggling to retain the top talent they merce … Sulgrave Regency Board. calling the IRS out on Audit Committee … NPL Committee, IRS … AICPA … There is a severe lack of vision and com- need to run their firms, and more impor Education: Kansas State University, BS and MS in inefficiencies, impropri- Past chair, Statewide BGE Committee, PICPA. mitted leadership willing to stand up for tantly to succeed the current owners. Acctg. eties, incoherencies and Education: Temple University, 1977, MBA … Lehigh what it means to be a true professional Personal: Married to Mary ... Three children. University, 1973, BA/BS. serving the public interest. The result is Blog/Twitter: www.thinkplangrow.net / @lgboomer incompetence — and this year he had plen- Personal: Born in New York City … Married to Jill … regulatory capture by influential groups Attracting and retaining the best talent ty of material to work with, from Star Trek Two children. continues to be vital for our firm, and a top videos and conference overspending to Tea Blog: www.cainecpa.com promoting their private interests. We Jim Boomer priority. ... Diversity is an especially critical Party targeting. need to put the P(ublic) back in the CPA CIO and shareholder, component. Career Highlights: Chair, Subcommittee on Over- Rep. Dave license to practice! — Gaylen Hansen Boomer Consulting sight, House Ways and Means Committee, U.S. No longer just seen as House of Representatives; Subcommittees for Trade Camp The impunity of Big Four audit firms. Or The most important issue facing the pro the heir apparent to his and Human Resources; elected, 2004 … Medical R-Mich. the slowly disappearing ampersand. fession is the same today as it has always father, Jim has estab- practice, 1990-2004. Camp is working with the — Caleb Newquist been: talent. More than most organizations, lished his own influence Education: Louisiana State University School of Senate’s Max Baucus to the value of a professional services and ac Medicine, 1982, MD … University of Southwestern try to push for some kind counting firm is primarily delivered by its and represents the future voice of thought Louisiana, Bachelor’s. Relevance and direction. Backward-look- leadership, speaking at numerous events Personal: Born 1956, Lafayette, La. … Married to of meaningful tax reform ing services are the least valuable services people. throughout the year and remaining partic- Bridget … Two adult children. this year. Whether all their other colleagues that CPAs currently provide. — Michelle Golden Staffing. This issue runs the gamut from suc

060_ACTSep13 3 8/22/2013 9:48:01 AM Top 100 People Top 100 People A Supplement to Accounting Today 61

will play along remains to be seen. that there are a lot more tax blogs online, Career Highlights: Chair, Ways & Means Commit- he stands out even more — because they all tee, U.S. House of Representatives, 2011-present; refer to him and his near-comprehensive elected, 1990 … Member, Michigan House of Repre- If the PCAOB continues to drive toward a cession to new hires to holes in the hierar- sentatives, 1989-1990 … Private law practice ... Spe- content. A Professor of law, Pepperdine Career Highlights: Accounting’s strict compliance model vs. a performance chy. As more of our rainmaking partners cial assistant Michigan attorney general, 1980-1984. University School of Law, 2013-present … Summer model of audit quality, they will increase are retiring, have firms developed the future Other Affiliations:Zero Capital Gains Tax Caucus. visiting professor, University of San Diego School of biggest issues Education: University of San Diego School of Law, the likelihood that the better people (intel- partners they need? — Katie Tolin Law, 2001-present … Professor, University of Cin- 1978, J.D. … Albion College, 1975, BA … University of We asked the T100 what the most impor- ligent, independent thinkers, capable of cinnati College of Law, 1990-2013 … Associate, Tax Sussex, 1973-1974. understanding business, etc.) will choose Finding the next generation of leadership is Department, Sullivan & Worcester, 1985-1990 ... Law tant issues facing the profession are; suc- Personal: Born 1953, Midland, Mich. … Married to clerk, Chief Judge William Holloway, U.S. Court of cession planning and the looming talent other things to do than perform indepen- the most important issue. With 78 million Nancy … Three children. shortage were by far the most common dent audits. — Billy Atkinson Baby Boomers approaching retirement age Appeals for the Tenth Circuit, 1983-1985. Other Affiliations: Owner and publisher, Law Pro- responses, with keeping up with tech- and only 50 million in Generation X, there Carol Campbell fessor Blogs Network ... Editor, Graduate Tax Series; The most important issue is the increasing won’t be a one-to-one replacement. nology and maintaining the profession’s Director, Return Law Stories ... Author, Tax Stories; Federal Wealth relevance also ranking high — but there level of regulatory compliance oversight — Jim Boomer Preparer Office, IRS Transfer Taxation; Federal Income Tax Anthology. and legislative complexity. The velocity were also a number of less-frequently cited While everyone anxiously Education: Boston University, 1988, LL.M (Tax) ... issues that are worth noting. at which compliance is changing has in- The transition of firm ownership from cur- Cornell Law School, 1983, J.D. ... Georgetown Uni- awaits the result of the IRS creased. — Jason Marx rent leaders who are entrenched in doing versity, 1979, AB. appeal of Loving, Camp- I believe complexity continues to be both things in a way that worked and made them Twitter/Blog: http://taxprof.typepad.com / bell is calmly managing @SoCalTaxProf the greatest opportunity and the biggest Auditors need to recognize the need to successful as they grew in their career to the relationship — always complicated, and potential challenge for CPAs. expand their role and reporting responsi- new leaders who are waiting in the wings for even more fraught this year — between the Richard Barry Melancon bilities to meet the needs of statement users their chance to do things their way. (particularly investors) and maintain the — Sandra Wiley service and professional preparers. Chambers Career Highlights: Director, Return Preparer Office, President and CEO, Complacency. Many Baby Boomer part- relevance of their role. — Wayne Berson IRS, 2012-present; deputy chief of staff, IRS Commis- IIA ners are happy enough with their ca- Most firms are spending so much time keep- sioner, 2010-2012; docket attorney, counsel to NTA, As the external face of an reer accomplishments, client bases and It’s shaping the services the accounting ing up with technology that they haven’t had division counsel, 1991-2010 … Docket attorney, dep- compensation. This makes it difficult to profession provides to better serve capital time to build a plan around the skills they uty associate, chief counsel, Benefits Review Board, internal function, Cham- change firm strategy and culture, which markets and investors. In this complex and need to be successful in the future. Although Department of Labor, 1987-1991. bers keeps busy educat- is often necessary in today’s competitive dynamic global economy, ensuring that our technology is an important enabler, it’s just Education: College of William & Mary, 1987, JD … ing his members and advocating for them, University of Virginia, 1978, BA. Jean Caragher services remain relevant, timely and mean- one piece of the puzzle; building the right and raising their profile, as with his recent Personal: Born 1956, Fort Eustis, Va. ingful is imperative. — Joe Echevarria business model for the future will play an pact with IFAC. Globalization continues to present tax equally important role in overall success. Career Highlights: President and CEO, Institute of Internal Auditors, 2009-present; vice president and and accounting practitioners with un- Relevance. If we don’t do a better job of de- — Pascal Houillon Jean Marie executive director, 2001-2004 … U.S. leader of inter- precedented and rapidly evolving chal- fining, delivering and communicating our Caragher President, nal audit advisory services, PricewaterhouseCoo- Brian Peccarelli value to small businesses, we will be can- I would say adapting to change. … In terms pers, 2004-2008 … Inspector general, Tennessee Val- nibalized by the DIYers. And for the lack of of the pace of change, the last decade has Capstone Marketing ley Authority Corp., 2000-2002 … Deputy inspector Creating a clear roadmap for the future value that some CPAs offer clients, you can’t been particularly challenging. … But the One of the original wave general, U.S. Postal Service, 1998-2000 … Chief audit of firms as “historical” services such as blame clients for that. — Jody Padar best organizations use change to challenge of accounting marketers, executive, U.S. Army, 1988-1998 … To senior op- tax, write-up, audit, etc., continue to face themselves, to start a conversation with Caragher now initiates erations research analyst, Ft. McPherson, Ga., 1980- 1988 … Adjunct instructor, Clayton College and State increasing pricing pressure and com- Brand re-alignment. The CPA brand is so their stakeholders and to re-affirm their other marketers and entire firms into what University, 1980-1988 … Accountant, Atlanta Health Jennifer Katrulya strongly tied to audit, tax and finance that it sense of purpose. — Mark Weinberger is still a mystery to far too many. and Human Services, 1980-1981 … Accountant, U.S. Career Highlights: President, Capstone Marketing, is like trying to move a mountain to rebrand General Accounting Office, 1976 … Internal auditor, 1998-present … Executive director, Moore Stephens Creating opportunities for and adapting to enable CPAs to be the ultimate trusted I believe that the most important issue fac- Trust Company Bank, 1975-1876. North America, 1995-1998 … Regional marketing di- to the next generation of CPAs and ac- business advisor (to business as a whole, ing the profession today is innovation. … Other Affiliations: Member, COSO Board … Past rector, BDO Seidman, 1990-1994 … Marketing direc- member, Blue Ribbon Committee for Audit Effec- counting professionals while maintaining not just finance). — Donny Shimamoto Keeping up is a challenge for any profession tor, Israeloff, Trattner & Co., 1985-1989. tiveness, NACD … ACFE. the relevancy of the CPA certificate. and particularly for one like accounting, Other Affiliations: Past president and board mem- Education: Salve Regina University, 1994, MA Inter- Leadership development. Accounting firms which is naturally skeptical and has been ber, Association for Accounting Marketing … Con- Loretta Doon national Relations … Georgia State University, 1978, ference chair, MarkeTrends … National Speakers are struggling to retain the top talent they traditionally slow to change. — Joe Adams MBA Management; 1975, BBA Acctg. Association … American Marketing Association … There is a severe lack of vision and com- need to run their firms, and more impor- Personal: Born 1954, Ft. McClellan, Ala. … Married Contributing author, Bull’s Eye! The Ultimate How-to mitted leadership willing to stand up for tantly to succeed the current owners. The profession must become much more to Kimberly … Three daughters. Marketing and Sales Guide for CPAs. what it means to be a true professional — Sarah Johnson agile with technology. — Doug Sleeter Blog/Twitter: “Chambers on the Profession” www. Education: Hofstra University, 1989, MBA … SUNY theiia.org/blogs/chambers / @RFChambers. serving the public interest. The result is Oswego, 1981, BA. regulatory capture by influential groups Attracting and retaining the best talent With Hostess Brands emerging from bank- Personal: Born 1959, Rockville Centre, N.Y. … Mar- promoting their private interests. We continues to be vital for our firm, and a top ruptcy, CPA firms must work diligently to ried to Michael Gaspar. Stephen need to put the P(ublic) back in the CPA priority. ... Diversity is an especially critical reinstate Hostess Fruit Pies, Cupcakes and Blog/Twitter: http://capstonemarketing.com/cat- Chipman Gaylen Hansen component. — John Veihmeyer Twinkies to a place of prominence in their egory/blog/ @JeanCaragher CEO, vending machines. It’s either that or the Grant Thornton The impunity of Big Four audit firms. Or The most important issue facing the pro- commoditization of our core services ren- Paul Caron The strategy that Chipman the slowly disappearing ampersand. fession is the same today as it has always dering us irrelevant and unprofitable. But Publisher and has been implementing Caleb Newquist been: talent. More than most organizations, probably the Twinkies thing. — Greg Kyte editor-in-chief, since he took office at the value of a professional services and ac- TaxProf Blog Grant Thornton three years ago of focusing Relevance and direction. Backward-look- counting firm is primarily delivered by its The profession’s leaders are always generous Caron once stood out as on “dynamic,” growing businesses seems to ing services are the least valuable services people. — Deborah DeHaas with their thoughts and ideas; to read all the one of the few serious tax be paying off — if growth of over 9 percent that CPAs currently provide. responses from our T100 candidates, visit bloggers out there; now is any indicator. Michelle Golden Staffing. This issue runs the gamut from -suc AccoutingToday.com.

061_ACTSep13 4 8/22/2013 9:47:33 AM 62 A Supplement to Accounting Today Top 100 People Top 100 People

Career Highlights: CEO, Grant Thornton U.S., 2010- man CPAs, 1985-1994 ... Financial analyst, Associat- ern California … Past member, AICPA Council. Aetna Life & Casualty, 1981-1985 … Staff accountant, present; CEO, Grant Thornton China Management ed Financial Corp., 1984-1985 ... Senior accountant, Deborah Education: San Francisco State University, Master’s Cohen Rosenfeld & Lieberman, 1979-1981. Corp., 2006-2009; central region MP and senior lead- PwC, 1982-1984. DeHaas in Education … University of Hawaii, Bachelor’s. Other Affiliations: ership team, Grant Thornton U.S., 2003-2006; Dallas Other Affiliations: Chair, Sage Business Partner Vice chairman and Education: Georgetown University, 1989, MST … office MP, Grant Thornton U.S., 2000-2003; national Advisory Council … Past chair, AICPA IT Executive chief inclusion James Doty University of Connecticut, 1979, BS Acctg. MP, Global Services, GT U.S., 1998-2000; worldwide Committee ... Past board member, Information Tech- officer, Deloitte Chairman, PCAOB Personal: Born in Norwich, Conn. director of International Business Centers, GTI; 1998- nology Alliance ... Council, CalCPA ... Past president, Blog/Twitter: www.bna.com/bna-tax-accounting- With her high-profile po- 2000; director, Dallas and Chicago International California CPA Education Foundation, 2000-2001 ... Even as he remains out- blogs / @BBNAtax Business Center, GT U.S., 1996-1998; head, Greater Member and past chair, CalCPA State Technology sition and the launch of spoken in his attempts to Bay Area Assurance Department, GT U.S., 1995-1996; Committee ... Associate instructor, K2 Enterprises. Deloitte’s Leadership Center for Inclusion, rebuild the market’s faith Asia Pacific regional technical director and liaison Education: University of California, Los Angeles, DeHaas has become one of the faces of a pro- in public company audits partner, GT International, 1992-1995; Dallas assur- 1982, BA Economics. gressive vision of change for the accounting here in the U.S., Doty and ance partner, GT U.S., 1991-1992; assurance staff, GT Personal: Born 1959, Binghamton, N.Y. ... Married to profession — one that moves beyond mere U.S., 1986-1988; assurance staff, GT U.K., 1981-1986. Michelle ... Two children. the PCAOB have made significant progress Other Affiliations: Board, CAQ … Board, Chicago Twitter: @dcieslak diversity to embrace inclusiveness. abroad, particularly when it comes to engag- Council on Global Affairs … Trustee, Ravinia Festival Career Highlights: Vice chairman and chief inclu- ing China in its processes. … Board member, Half the Sky Foundation Board … Sarah Cirelli sion officer, Deloitte, 2012-present; U.S. firm repre- Career Highlights: Chairman, Public Company Ac- Business Roundtable … Economic Club of Chicago sentative on Canadian board of directors, 2011-pres- counting Oversight Board, 2011-present … Partner, … British-American Business Council. Marketing manager, ent; vice chairman and central region managing Baker Botts LLP, 1992-2011; joined 1969 … General the audit function, there’s always plenty for Education: Plymouth College and Plymouth Poly- interactive marketing, partner, 2011-2013; board of directors, 2008-present; counsel, SEC, 1990-1992. Fornelli to do, but she goes beyond that to technic. WithumSmith+Brown vice chairman and Midwest regional managing part- Other Affiliations:American Law Institute … Ameri- actually give them reasons to be confident, ner, 2004-2011; regional managing partner, strategic Personal: Born 1961, Plympton, U.K. ... Married to Who knew Cirelli’s train- can Bar Association … State Bar of Texas … Houston with tools, education, outreach and thought clients, 2002-2004 … Chicago office managing part- Kim ... Two children. ing as a dance fitness in- Bar Association leadership that improve the work of both au Blog: “Stephen’s Site” (internal) ner, Arthur Andersen, assurance and business advi- Education: Yale Law School, 1969, LLB … Harvard structor would figure so sory, central region, 1993-2002; to senior manager, University, MA in History … Oxford University, 1964, ditors and management. Fayezul prominently in her marketing role? While 1981-1993. AB (Rhodes Scholar) … Rice University, 1962, BA in Career Highlights: her choreography has kept her colleagues’ Other Affiliations:Past chair, Chicagoland Chamber History. dit Quality, 2006-present … Regulatory and conflicts Choudhury of Commerce … Chair, Executives’ Club of Chicago management executive, Bank of America, 2004-2006 feet dancing through a series of famously Personal: Born in Houston. CEO, International … Henry Crown Fellow, Aspen Institute … Steering … Deputy director, Division of Investment Manage viral firm videos, Cirelli has been busy at- Federation of Committee, Kellogg Center for Executive Women … ment, Securities and Exchange Commission, 1999- tending enough industry social media events Joe Echevarria Accountants Trustee, Museum of Science and Industry … Trinity 2004 … Senior associate, Derchert, 1996-1999 …. to boost WS+B’s impressive SEO ascension. College Board of Visitors, Duke University … Trust- CEO, Deloitte Fried Frank Harris Shriver & Jacobson, 1991-1996. In an era when the ac- Career Highlights: Marketing manager, interactive ee, Northwestern University; global advisory board, “Expansion” is the key for Other Affiliations: counting profession’s marketing, WithumSmith+Brown PC. Northwestern University Kellogg Graduate School Echevarria, who’s add- can Bar Association … Board, Washington Literacy interests — and challenges — are global, Other Affiliations: Digital Media Board, Association of Management … Vice chair and past chair, United ing to his Big Four firm Center ... Financial Accounting Standards Advisory Choudhury’s long experience as a veteran for Accounting Marketing … President, Jersey Shore Way of Metropolitan Chicago … Co-founder, LEARN Council … National Association of Corporate Direc Excel Charter School in Chicago … AICPA … Illinois through strategic acqui- tors, Blue Ribbon Commission on the Audit Commit of a multilateral institution like the World Public Relations and Advertising Association. Education: Johnson & Wales University, BS Market- CPA Society. sitions, as well as broad- tee, 2010; BRC on Risk Governance, 2009 ... Trustee, Bank should stand him in good stead as he ing. Education: Duke University, 1981, BS Management ening his staff through industry-leading Class of 2014, SEC Historical Society. takes IFAC forward. Personal: Born 1985, Hong Kong. Science and Acctg. diversity and leadership initiatives. Education: National Law Center, George Washing Career Highlights: CEO, International Federation Blog/Twitter: www.double-taxation.com / @BeSar- Personal: Born 1959, Pittsburgh, P.A. … Married to Career Highlights: CEO, Deloitte, 2011-present; U.S. ton University, JD, 1991 … Purdue University, 1985, of Accountants, 2012-present … Vice president of ahMarie Dave Underwood … Three sons. managing partner of operations, 2007-2011; various BA. corporate finance and risk management; World positions, including leader of the Strategic Relation- Personal: Born 1960, Los Angeles. Bank Group; controller and vice president, Strategic Gale Crosley Loretta Doon ship Management Program, regional managing part- Twitter: @theCAQ Resources Management, 2005-2008; vice president CEO, California ner of the Southeast audit practice, audit partner- and controller, 2000-2005; officer to division chief President, Society of CPAs in-charge of Florida, and audit partner-in-charge of and director of accounting, 1985-2000 … Assistant Crosley+Co. South Florida; audit partner, 1988; joined, 1978. manager to managing consultant, Price Waterhouse, When Crosley isn’t work- Doon and her society are Other Affiliations: Board, Deloitte Touche Tohm- 1978-1985; audit assistant to assistant manager, ing one-on-one with all about reaching out atsu … Orange Bowl Committee … Corporate Ad- 1974-1978. firms to show them how — to record numbers of visory Board, Association of Latino Professionals in Other Affiliations: Trustee, World Learning, 2005- members, to the students, Finance and Accounting … Presidential Commission present; chair, Audit Committee, 2008-2012 … Board to boost growth, she’s young professionals, women and minorities on Election Administration … Board of Overseers, member and treasurer, Partnership for Transpar- busy educating them en masse, through her and executive in residence, University of Miami in ency Fund. many articles and speaking engagements. who will be the future of the profession, and Coral Gables School of Business Administration. low Book” overseer) has emerged as one of Education: Jesus College, Oxford, 1974, MA. One key message: Think international. to the public with education on financial lit- Education: University of Miami in Coral Gables, BBA. the more public faces of the PCAOB, help Personal: Born 1954, Dhaka, Bangladesh … Married Career Highlights: Founder and president, Cros- eracy and more. Personal: Married to Ana … Three children. to Yasmin … Two children. ley+Co., 2001-present ... Executive vice president of Career Highlights: CEO, California Society of CPAs Blog: “Channel One” (internal) ing to communicate its message and nudge sales and marketing, AnswerThink Consulting Group, and California CPA Education Foundation, 2006- auditors toward better practices in frequent David Cieslak 1998-2000 ... Founder and president, Synchrony Net- present; chief operating officer, 2005-2006 ... Associ- George Farrah public speeches and appearances. works, 1995-1998 ... VP of marketing, VoiceCom Sys- ate executive director, California Teachers Associa- Principal, Executive editor, Career Highlights: Arxis Technology tems, 1994-1995 ... Director of marketing and senior tion, 1979-2005 ... Auditor, Ernst & Young, 1976-1979 counting Oversight Board, 2012-present … Man director of sales, MCI, 1989-1994 ... Independent ... Controller, North American Reassurance Life Ser- Tax and Accounting, Cieslak wears many mon- aging director, Government Accountability Office, consultant, 1987-1989 ... Sales rep, product manager, vice Co., 1974-1976. Bloomberg BNA 2009-2012; rejoined, 1991; joined, 1986 … Public ac ikers — guru, thought sales manager, marketing manager, IBM, 1975-1987 Other Affiliations:President-elect, CPA State Execu- Tens of thousands of tax counting practice, 1988-1991 … Elementary and high leader, VAR, CITP, ana- ... Staff auditor, Price Waterhouse, 1973-1975 ... Staff tives Association … Member, AICPA Private Compa- and accounting profes- school teacher, South America. auditor, Arthur Andersen, 1972-1973. nies Practice Section Executive Committee … Center lyst, Inspector Gadget sionals rely on the au- Other Affiliations: — and all of them are relevant in the profes- Other Affiliations: Advisory Board, Journal of Ac- for Financial Reporting and Management Advisory mance and Accountability Committee, AICPA … countancy … AICPA ... Georgia Society of CPAs ... Board, Haas School of Business, UC Berkeley … Ad- thoritative information that Farrah and his sion today, as he is a regular draw at the most Institute of Internal Auditors … Association of Gov Ohio Society of CPAs ... Author, At the Crossroads. visory Board, Charles W. Lamden School of Accoun- team produce and distribute. ernment Accountants … Institute of Management noteworthy industry events, particularly Education: University of Akron,1972, BS Acctg. tancy at San Diego State University; Menlo College Career Highlights: Executive editor, Tax and Ac- Accountants. those related to technology. Personal: Born 1951, Cleveland ... Married to Steven … AICPA … American Woman’s Society of CPAs … counting, Bloomberg BNA, 1988-present … Tax ac- Education: Senior Executive Fellows program, Har Career Highlights: Principal, Arxis Technology, ... Two children. Financial Women’s Association of San Francisco ... countant, Primark Corp., 1986-1988 … Tax manager, vard University … George Mason University, MBA … 1994-present ... Partner, Cieslak, Boynton & Speak- Twitter: @gcrosley Member and mentor, Ascend … Board, ACAP North- Banner Life Insurance, 1985-1986 … Tax accountant, College of St. Teresa, BA Accounting and Spanish.

062_ACTSep13 5 8/22/2013 9:48:03 AM Top 100 People Top 100 People A Supplement to Accounting Today 63

ern California … Past member, AICPA Council. Aetna Life & Casualty, 1981-1985 … Staff accountant, model of the last decade to a more multilat- San Francisco State University, Master’s Cohen Rosenfeld & Lieberman, 1979-1981. J. Russell Angie Grissom George eral environment. President, in Education … University of Hawaii, Bachelor’s. Other Affiliations:AICPA. Career Highlights: Chairman, FASB, 2013-present; Education: Georgetown University, 1989, MST … Treasury Inspector board member, 2010-2013; staff member, 2004-2013 The Rainmaker James Doty University of Connecticut, 1979, BS Acctg. General for Tax … Partner, Deloitte & Touche. Companies Chairman, PCAOB Personal: Born in Norwich, Conn. Administration Education: Washington State University, 1992, BA With her new role at Rain- Blog/Twitter: www.bna.com/bna-tax-accounting- Even as he remains out- George may well be the Business & Acctg. maker and her ever-grow- blogs / @BBNAtax Born 1970, Alabama … Married to Tracey spoken in his attempts to hardest-working man in Personal: ing roster of very happy … One son. the federal government, producing a seem- clients, Grissom is emerging as a leader rebuild the market’s faith Cindy Twitter: @FAFNorwalk in public company audits Fornelli ingly endless stream of reports on the rela- among those teaching accounting firms how here in the U.S., Doty and Executive director, tive (in)efficiency of the IRS — and this year Sen. Chuck to be more successful. the PCAOB have made significant progress Center for Audit he’s had lots to report on. Career Highlights: President, The Rainmaker Com- Grassley panies, 2013; executive vice president, chief operating abroad, particularly when it comes to engag- Quality Career Highlights: Treasury Inspector General for Tax Administration, 2004-present ... Inspector R-Iowa officer and owner, The Rainmaker Consulting Group, When it comes to raising General, Corporation for National and Community Grassley is one of a hand- 2010-2012; vice president and director of consulting, Chairman, Public Company Ac- the public’s confidence in Service, 2002-2004 ... Staff director and chief coun- ful of federal legislators Rainmaker Consulting, 2004-2010; trainer and fa- counting Oversight Board, 2011-present … Partner, the audit function, there’s always plenty for sel, House Government Management, Information who take a serious inter- cilitator, Rainmaker Academy, 2004-present; senior Baker Botts LLP, 1992-2011; joined 1969 … General consultant, Enterprise Network, 2001-2004. Fornelli to do, but she goes beyond that to and Technology Subcommittee, 1995-2002 ... Law est in actually crafting tax practice, Kramer, Levin, Naftalis, Nessen, Kamin Other Affiliations: Immediate past president, AFWA American Law Institute … Ameri- actually give them reasons to be confident, & Frankel ... Associate director for policy, Office of laws and paying attention to tax administra- Music City Chapter … National Speaker’s Association can Bar Association … State Bar of Texas … Houston with tools, education, outreach and thought National Service, White House ... Assistant general tion; always influential, he’ll only become … Original member, CPA Consultants’ Alliance; Insti- leadership that improve the work of both au- counsel, Office of Management and Budget ... - As more so, given this year’s focus on all things tute of Management Consultants … Growth Strategies Yale Law School, 1969, LLB … Harvard ditors and management. sistant district attorney, Queens County District tax-related. Committee, AAM ... FCA Falcon Parent Association. University, MA in History … Oxford University, 1964, Education: Middle Tennessee State University, 2014, Career Highlights: Executive director, Center for Au- Attorney’s Office. Career Highlights: Joint Committee on Taxation; AB (Rhodes Scholar) … Rice University, 1962, BA in MBA (in process); 2000, BBA. dit Quality, 2006-present … Regulatory and conflicts Education: Harvard University Law School, JD … past chair, Finance Committee, U.S. Senate; rank- Personal: Born 1977, Nashville, Tenn. … Married to management executive, Bank of America, 2004-2006 Howard University, BA. ing member, Judiciary Committee; senior member, Chad … Two children. … Deputy director, Division of Investment Manage- Personal: Born in New York City. Budget Committee; Agriculture Committee; elected, Blog/Twitter: www.therainmakercompanies.com/ ment, Securities and Exchange Commission, 1999- 1980 ... U.S. House of Representatives, 1974-1980 blog / @atgrissom Joe Echevarria 2004 … Senior associate, Derchert, 1996-1999 …. Michelle ... Assembly line worker, 1961-1971 ... Sheet metal CEO, Deloitte Fried Frank Harris Shriver & Jacobson, 1991-1996. Golden shearer, 1959-1961 ... Iowa Legislature, 1958-1975. “Expansion” is the key for Other Affiliations: Washington, D.C., Bar … Ameri- President, Other Affiliations: Farm Bureau ... International As- Gaylen can Bar Association … Board, Washington Literacy sociation of Machinists, 1962-1971 ... International Echevarria, who’s add- Golden Practices Hansen ing to his Big Four firm Center ... Financial Accounting Standards Advisory Parliamentary Group for Human Rights ... Butler Chairman, NASBA Council … National Association of Corporate Direc- Golden made her name County and State of Iowa Historical Societies ... Ma- through strategic acqui- With a passion for the tors, Blue Ribbon Commission on the Audit Commit- as an expert in market- sons ... Eagles … Baptist Church … 4-H Caucus. professional mission of sitions, as well as broad- tee, 2010; BRC on Risk Governance, 2009 ... Trustee, ing and social media, but Education: University of Iowa, Ph.D. work ... Uni- accounting, Hansen is ening his staff through industry-leading Class of 2014, SEC Historical Society. of late she’s been expanding her areas of in- versity of Northern Iowa, 1956, MA Political Science; Education: National Law Center, George Washing- 1955, BA Political Science. proving to be an outspo- diversity and leadership initiatives. fluence, spreading the word on value pric- CEO, Deloitte, 2011-present; U.S. ton University, JD, 1991 … Purdue University, 1985, Personal: Born 1933, New Hartford, Iowa ... Married ken chair on a range of issues, including pri- ing, better firm management and the need managing partner of operations, 2007-2011; various BA. to Barbara ... Five children, nine grandchildren. vate company standards and the role of both Personal: Born 1960, Los Angeles. to stay relevant. positions, including leader of the Strategic Relation- NASBA and its state board members. ship Management Program, regional managing part- Twitter: @theCAQ Career Highlights: President, Golden Practices, Larry Gray Career Highlights: Chairman, Board of Directors, ner of the Southeast audit practice, audit partner- 1999-present … Marketing director, Husch & Eppen- Government liaison, NASBA, 2012-present … Partner, director of quality in-charge of Florida, and audit partner-in-charge of berger, 1998-1999 … Marketing director, Williams Jeanette assurance, EKS&H; joined, 2006 …Senior manager, South Florida; audit partner, 1988; joined, 1978. Keepers, 1994-1998 … Staff accountant, Compre- NATP Franzel PwC, 1984-1987 … Assistant controller, Celestial Board, Deloitte Touche Tohm- hensive Care Corp., 1987-1993 … Staff accountant, If you’ve got a question Board member, Seasonings, 1983 … Staff manager, Arthur Andersen atsu … Orange Bowl Committee … Corporate Ad- CooperVision, 1985-1987. PCAOB about taxes or tax ad- & Co., 1975-1982. visory Board, Association of Latino Professionals in Other Affiliations: Senior fellow, VeraSage Institute ministration, why not ask Other Affiliations:Member, U.S. Treasury’s Advisory Finance and Accounting … Presidential Commission After only a year and a … Certified Professional Facilitator, IAF … Author, Gray? After all, that’s what Committee on the Auditing Profession, 2007-2009 … on Election Administration … Board of Overseers, half on the job, the for- Social Media Strategies for Professionals and Their Member, PCAOB’s Standing Advisory Group, 2006- and executive in residence, University of Miami in Firms … Contributing author, Bull’s-Eye! The Ulti- many tax practitioners do — to say nothing mer GAO exec (and “Yel- present … IFAC Consultative Advisory Groups, audit Coral Gables School of Business Administration. mate How-To Marketing and Sales Guide … Lifetime of the many regulators, legislators and IRS low Book” overseer) has emerged as one of and ethics boards, 2010-present … Member, Profes- University of Miami in Coral Gables, BBA. member and past board member, International As- the more public faces of the PCAOB, help- officials who seek his opinions. sional Ethics Executive Committee, AICPA, 2006- Married to Ana … Three children. sociation of Facilitators … Past board member, AAM Career Highlights: Partner, Alfermann Gray & Co. 2012 … Chair, Colorado State Board of Accountancy, ing to communicate its message and nudge … St. Louis Tax Assistance Program. CPA LLC, 1977-present. 2002-2010 … Chair, Colorado State Securities Board. auditors toward better practices in frequent Education: Columbia College, 1996-1998 … Irvine Other Affiliations: Government liaison and past Education: California State Polytechnic University, Valley College, 1988-1990 … Santa Ana College, public speeches and appearances. president, National Association of Tax Professionals 1975, BS … California State University, 1978, MBA. George Farrah 1982-1984. Career Highlights: Member, Public Company Ac- … Modernized e-File 1040 Executive Committee, IRS Personal: Born 1950, Morganfield, Ky. … Married to Executive editor, Personal: Born 1966, Long Beach, Calif. … Four chil- counting Oversight Board, 2012-present … Man- Electronic Tax Administration Advisory Committee; Colleen … Eight children, 12 grandchildren. Tax and Accounting, aging director, Government Accountability Office, dren, two grandchildren. past member, IRS Advisory Committee, Office of Pro- Bloomberg BNA 2009-2012; rejoined, 1991; joined, 1986 … Public ac- Blog/Twitter: www.goldenpractices.com / fessional Responsibility Subgroup … Past president, Roger Harris Tens of thousands of tax counting practice, 1988-1991 … Elementary and high @michellegolden Missouri State Board of Accountancy … Past mem- President and COO, and accounting profes- school teacher, South America. ber, Computerized CPA Exam Committee, AICPA Other Affiliations: Past chair, Government Perfor- Russell Golden … Enforcement Practice Committee, NASBA … In- Padgett Business sionals rely on the au- mance and Accountability Committee, AICPA … Chairman, FASB structor, National Society of Accountants … Instruc- Services thoritative information that Farrah and his Institute of Internal Auditors … Association of Gov- Golden takes the helm at tor, Missouri Society of CPAs … Contributing editor, This seasoned tax policy team produce and distribute. Annual Income Tax Book, University of Illinois. ernment Accountants … Institute of Management the main U.S. standard- advisor to the IRS and Executive editor, Tax and Ac- Accountants. Education: University of Missouri, 1977, BA. counting, Bloomberg BNA, 1988-present … Tax ac- Education: Senior Executive Fellows program, Har- setter at an interesting Personal: Born 1955, Salem, Mo. … Two adult chil- Congress is frequently countant, Primark Corp., 1986-1988 … Tax manager, vard University … George Mason University, MBA … time, as it moves from the dren. called on by both organizations for his prac- Banner Life Insurance, 1985-1986 … Tax accountant, College of St. Teresa, BA Accounting and Spanish. side-by-side convergence Twitter: @agccpa tical wisdom on tax matters.

063_ACTSep13 6 8/22/2013 9:50:10 AM 64 A Supplement to Accounting Today Top 100 People Top 100 People

Career Highlights: President and chief operating Comeback America Initiative … Past certification ment, The Netherlands, 1994-1998 … Policy assistant officer, Padgett Business Services, 1992-present; chair, Association for Financial Professionals; past on finance, People’s Party for Freedom and Democ- franchise president and chairman, 1982-1992; staff chair, National Education Committee … Advisory racy, 1988-1994… Policy officer for international accountant: 1972-1982. Board, Journal of Treasury Management; Internation- monetary affairs, Ministry of Finance, The Nether- OTW Other Affiliations: Past chair, Federal Tax Commit- al Finance & Treasury … New York Treasurers’ Group lands … International banking officer, National Bank tee, National Society of Accountants … Past chair, … International Corporate Treasurers’ Group. of Washington, 1983-1986 100 is never Internal Revenue Service Advisory Council … Chair, Education: Carnegie Mellon University, Master of Other Affiliations: Past chair, IOSCO Technical Legislative Affairs Subcommittee, National Associa- Finance and Management ... LaRoche College, Pitts- Committee … Past co-chair, Financial Crisis Adviso- enough tion of Enrolled Agents … President, Padgett Foun- burgh, BS. ry Group to the IASB … Past chair, IFRS Foundation As always with our Top 100 People report, We also continue to watch dation … Treasurer, Padgett Business Services PAC … Personal: Born in Pittsburgh ... Married to David ... Monitoring Board. Past president, University of Georgia Tip-Off Club. Two children. Education: Johns Hopkins University, 1983, MA in there are more influential people than of DeepSky, whose experiments with mod Education: University of Georgia Terry College of Twitter: @FEInews Advanced International Relations ... University of there are spots on the list. It’s a problem ern firm structure and management are a Business, 1973, BBA Acctg. Amsterdam, 1981, Master’s in Modern History. that’s gotten worse as the years go by, lesson for the whole profession. Personal: Born 1950, Athens, Ga. … Two children, Tom Hood Personal: Born 1956, Haarlem, The Netherlands. since the profession keeps expanding into Next up are the government and regu two grandchildren. CEO and executive new areas and tackling new issues. latory figures, where we’ll start with the Pascal So, as always, we’re using this space to interestingly titled Principal Deputy Com Sen. Orrin director, MACPA Houillon From his Innovation Sum- draw your attention to a number of indi- missioner of the Internal Revenue Ser Hatch President and CEO, mit to his many speaking viduals whose names are worth knowing, vice, Danny Werfel R-Utah Sage North America engagements, from his either for their accomplishments and the Managment and Budget official has basi Should we see any kind of Houillon has helped his issues they represent this year, or for what cally been serving as acting commission prolific tweets to his range tax reform this year (and company weather eco- we expect from them in the future — or, er, working heroically to keep the service of alliances with vendors, other professional we’re not saying that we nomic challenges, ex- in some cases, both. from imploding under the weight of its own organizations, and thought leaders and in- will), expect Hatch to play ecutive turnovers, restructuring, product We’ll start with some representatives mismanagement, and to hold the ring un fluencers at all levels, Hood is doing as much a major role. In fact, he already has, with the sell-offs, and a massive (and ongoing) re- from accounting’s many professional til President Barack Obama’s nominee for as anyone — and more than most — to lead “blank slate” approach he launched with his branding effort, all while doing his best to organizations. As chair of the Personal commissioner, former Freddie Mac chair public accounting forward. Financial Planning Executive Commit- John Koskinen cohort on the Senate Finance Committee, Career Highlights: CEO and executive director, help Sage remain relevant to the accountants tee of the American Institute of CPAs, We’re also keeping an eye on Max Baucus. Maryland Association of CPAs, 1997-present ... CFO and CPAs who serve its primary customer Career Highlights: Ranking member, Finance Com- and principal, Bryn Awel Corp., 1985-1997 ... Ac- base of small to midsized businesses. Lyle Benson played a major role in its re- rell Issa, R-Calif., who has been keeping mittee, U.S. Senate; past chair, Judiciary Committee counting systems analyst, RTKL Associates Inc., Career Highlights: President and CEO, Sage North lease this year of proposed standards for an eye on the IRS and everything to do and Health, Education, Labor and Pensions Com- 1981-1985 ... Staff accountant, Finance Co. of Amer- America, 2011-present; president, Sage France, financial planners, while the institute’s with the agency’s targeting of conserva mittee; elected, 1976 … Private law practice … Band ica, 1978-1981. 1997-2010; various positions, including regional di- director of private company financial re- tive groups. manager, The Free Agency (Mormon folk band). Other Affiliations: President and CEO, Business rector and sales director; joined, 1989 … Co-founder, porting, Robert Durak, was instrumental And over at the Public Company Ac Other Affiliations: Co-chair, Board of Visitors, Fed- Learning Institute Inc. ... Past president, CPA State Sinequanon, 1987 … Systems analyst, UAP Insur- in the release of its much-talked about counting Oversight Board, member eralist Society … Board member, U.S. Holocaust Me- Executives Association … Board member, Shared ance, 1986-1987. Financial Reporting Framework for Small Ferguson will be particularly worth watch morial Museum. Services LLC ... Member, CPE Advisory Committee, Other Affiliations: Past vice president, Syntec Education: University of Pittsburgh Law School, 1962, AICPA; CPA Horizons 2025; former member, Special (French software and IT association). and Medium-Sized Enterprises. ing now that he has been elected chair of JD … Brigham Young University, 1949, BA History. Committee on Mobility, Special Committee on En- Education: Insead, Advanced Management Program In the U.S., we’d also draw your atten- the International Forum of Independent Personal: Born 1934, Pittsburgh … Married to Elaine hanced Business Reporting; past chair, CPA Vision … Université Paris Sud, 1986, Computer Science … tion to Michael Colgan, who’s working Audit Regulators. … Six children, 23 grandchildren, 10 great-grandhil- Project … Co-chair, Board of Directors, State Societ- Université Panthéon Assas, 1984, Econometrie. hard to keep the Pennsylvania Institute of Moving on, there are a number of con dren. ies Network Inc. ... American Society of Association Personal: Born 1962, Lyon, France … Four children. CPAs on the cutting edge as its president sultants and others working to educate Executives ... World Future Society ... Finance Com- Twitter: @pa_hou and chief executive officer. And globally, the profession who we think are having an mittee, McDonogh School. Marie Hollein there’s Helen Brand, head of the Associa- impact. Start with Education: Johns Hopkins University, 1994, MS Fi- Sarah Johnson President and CEO, tion of Chartered Certified Accountants, of Accountants Advisory Group, and nance – Real Estate ... University of Baltimore, 1982, Founder and chief FEl Master’s equivalent – Information Systems ... Loyola who has been strengthening her group’s Smith Levya, president of Sandra L Leyva growth strategist, Hollein and the FEI are College of Maryland, 1977, BA Acctg. influence around the world — and beef- Inc., both CPAs who devote their time to like a digital dashboard Personal: Born 1959, Baltimore ... Married to Sharon Inovautus Consulting ing up its presence here in the U.S. showing other CPAs how to be more suc for the profession (par- ... Three boys. Since founding her own Finally, we’d note Stan Mork, the Mc- cessful. Meanwhile, Blog/Twitter: www.cpasuccess.com / @tomhood / ticularly that part of it consulting firm two years Gladrey veteran who recently took over as of Adamson Advisory, is another CPA- @macpa that works in industry), producing a regular ago, Johnson has been president of the Information Technology turned-consultant — in his case, using his stream of comprehensive reports, surveys Hans making the case for the need for strong mar- Alliance. Expect a higher profile for the experience as a managing partner to help and hard data on everything from hiring out- Hoogervorst keting with her full schedule of speaking gigs group in the future, and more of a focus other firms manage themselves better. looks to audit fees. at professional meetings and conferences, on younger members. Finally, we’re happy to make mention Chairman, IASB Career Highlights: President and CEO, Financial sharing her invaluable guidance. Among firm leaders, Steve Howe has of a long-time veteran of our Top 100 lists, With the convergence Executives International, 2009-present … Managing Career Highlights: Founder and chief growth strate- been influential within Ernst & Young former Financial Accounting Standards director of financial risk management, KPMG, 2005- process that drove so gist, Inovautus Consulting, 2011-present … Director for some years as Americas managing Board Chairman 2009 ... Vice president and regional director, Ruesch of marketing consulting, PDI Global Inc., 2008-2011 much of the standard-set- partner, but with the elevation this year leased an excellent accounting memoir International, 2002-2005 … Senior vice president ting agenda drawing to a … Marketing and HR director, John R. Waters & Co., and head of foreign exchange sales, ABN Amro Bank, 2002-2008. of Mark Weinberger to global chair of the this year that cast a fascinating light on the 1997-2001 … Senior vice president and regional head close, many will be looking to see where and Other Affiliations: Board, AAM; member-at-large Big Four firm, Howe will be taking on an last decade in standard-setting, and who of foreign exchange sales, Citibank, 1993-1997 … As- how Hoogervorst and the IASB focus their and content strategy chair; past Web site chair and even higher profile as managing partner has also been very active in setting sustain sistant treasurer, Westinghouse Electric Corp., 1974- efforts going forward. education chair; president, AAM Chicago … Market- of the U.S. firm. ability standards. 1993. Career Highlights: Chairman, International Ac- ing chair, founder, executive committee member, And while Krista McMasters may have On a side note, Herz is also a perfect Board member, COSO … Steer- counting Standards Board, 2011-present … Chair- CPA Consultants’ Alliance. Other Affiliations: left her co-chief executive officer position example of an important facet of the Top ing Committee Member, Anti-Fraud Collaboration man, Authority for Financial Markets, The Neth- Education: Purdue University, 2003, Business, Mar- … Financial Accounting Standards Advisory Council erlands, 2007-2011 … Minister of health, welfare keting and International Business. at CliftonLarsonAllen earlier this year, 100: People often move on and off the list, … Dean’s Advisory Council, Baruch College, Zicklin and sport, The Netherlands, 2003-2007; minister of Personal: Born 1981, Dallas … Engaged to David. she’s already working to set up a consult- and not being on it in any particular year School of Business … U.S. Chamber of Commerce finance, 2002-2003; state secretary for social affairs Blog/Twitter: “Practical Ideas for Growth” ing firm, and we expect to see her putting doesn’t necessarily mean that an individ – Center for Women in Business … Advisory Board, and employment, 1998-2002 … Member of Parlia- www.inovautus.com/blog / @Sara_johnson28 her depth of experience and expertise to ual is any less influential — or that they work somewhere in the profession soon. won’t return in future years!

064_ACTSep13 7 8/22/2013 9:53:18 AM Top 100 People Top 100 People A Supplement to Accounting Today 65

Randy encing Katrulya’s BMRG — in no small part Career Highlights: Director of consulting, Xcentric because she’s often to be found on the road LLC, 2011-present … President, InfoTech Partners Johnston North America, 1999-2011 … Consultant, Varney teaching other accountants how to create a Executive VP Mills/Boomer Consulting, 1996-1999 … Partner and OTW firm just like it. and partner, director of administration and external consulting, Career Highlights: Founder, managing partner, 100 is never K2 Enterprises Henry & Horne CPAs, 1986-1996. BMRG Advisory Services, 2004-present … President Other Affiliations: Advisory Board, AAA, 1994- Through his interactions enough and CEO, Jennifer L. Katrulya CPA, 2004-present … present … Past chair, IT Executive Committee, Top with vendors, Johnston CPA, Walter J. McKeever & Co., 2000-2004 … Con- Technologies, AICPA … Past board member, Arizona As always with our Top 100 People report, We also continue to watch Michael Hsu spends half his time shaping the technology troller, Advantage Staffing Services, 1998-2000 … Society of CPAs … Author, A Quantum of Paperless there are more influential people than of DeepSky, whose experiments with mod- that the profession uses, and the other half Financial reporting accountant, TIG Reinsurance, ... Columnist, CPA Technology/Practice Management there are spots on the list. It’s a problem ern firm structure and management are a 1997-1998 … Staff accountant, Johnson Lambert & Advisor; CCH Journal of Practice Management; PPC explaining to them how to use it. Co., 1995-1997. that’s gotten worse as the years go by, lesson for the whole profession. Career Highlights: Executive vice president and Audit and Accounting Update. Other Affiliations: AICPA … Connecticut Society of since the profession keeps expanding into Next up are the government and regu- shareholder, K2 Enterprises, 1990-present ... Presi- Education: Arizona State University, 1994, BS Acctg. CPAs … The Sleeter Group … National Advisor Net- dent and shareholder, Network Management Group Personal: Born 1961, Berlin, Germany … Married … new areas and tackling new issues. latory figures, where we’ll start with the work ... Director of business development, Cloud9 Inc., 1983-present ... Department chair; professor; Three children … Ironman triathlete. So, as always, we’re using this space to interestingly titled Principal Deputy Com- Real Time ... Advanced Certified QuickBooks ProAd- adjunct, Hutchinson Community College, 1977-1997 Blog/Twitter: www.Xcentric.com/Blog / draw your attention to a number of indi- missioner of the Internal Revenue Ser- visor ... Certified Intacct Solution Provider ... Certi- ... Programmer and system designer, Professional @RomanCITP viduals whose names are worth knowing, vice, Danny Werfel. The former Office of fied Xero Consultant ... Home Builders and Remod- Data Services, 1978-1981 ... Programmer and system elers Association of Fairfield County, Conn. either for their accomplishments and the Managment and Budget official has basi- designer, Farmland Industries, 1977-1978. Education: SUNY Oswego, 1995, BS in Acctg. Allan Koltin issues they represent this year, or for what cally been serving as acting commission- Other Affiliations: Past chairman, AICPA Technol- Personal: Born 1973, Poughkeepsie, N.Y. … Married CEO, Koltin ogy Conference ... Author, Basic Using Micros; Busi- we expect from them in the future — or, er, working heroically to keep the service to husband Tracy Waldron. Consulting Group ness Computing Systems; Computers: An Introduc- from imploding under the weight of its own Twitter: @ JenKatrulyaCPA We don’t know if Crain’s We’ll start with some representatives mismanagement, and to hold the ring un- tion; Technology Best Practices; Accounting Software Solutions; Paperless Office ... Optimist International was right when it called from accounting’s many professional til President Barack Obama’s nominee for ... Past member, USD308 School Board. Rita Keller him “The most interesting organizations. As chair of the Personal commissioner, former Freddie Mac chair Education: Western Washington University, post- President, man in accounting,” but Financial Planning Executive Commit- John Koskinen, can be confirmed. graduate ... James Madison University, postgraduate Keller Advisors Koltin is certainly one of the most influen­ tee of the American Institute of CPAs, We’re also keeping an eye on Rep. Dar- ... University of Central Oklahoma, postgraduate ... Having been a firm admin­ tial, whether it’s in his roles as deal­broker, played a major role in its re- rell Issa, R-Calif., who has been keeping Wichita State University, 1981, MCS ... Kansas State istrator from way back, University, 1977, BS CS Math ... Hutchinson Com- retreat­facilitator and general consigliere to a lease this year of proposed standards for an eye on the IRS and everything to do Keller brings a unique, financial planners, while the institute’s with the agency’s targeting of conserva- munity College, 1975, AA CS. large number of firms, or as keynote speaker, Personal: Born 1955, Hutchinson, Kan. ... Married to hands­on perspective to director of private company financial re- tive groups. article author and frequent source of the in­ Pam ... Four children, four grandchildren. showing firms how to manage themselves sightful quote. , was instrumental And over at the Public Company Ac- Blog/Twitter: “Randy’s Ramblings” http://rpjohn- better, and this year she co­founded a new Career Highlights: CEO, Koltin Consulting Group in the release of its much-talked about counting Oversight Board, member Lewis ston.wordpress.com / @RPJohnston human capital survey tool to help them do Inc., 2011-present … President and CEO, PDI Global, Financial Reporting Framework for Small Ferguson will be particularly worth watch- it even more efficiently. 1986-2011 … Partner, FERS CPAs, 1986-1998 … Di- and Medium-Sized Enterprises. ing now that he has been elected chair of Edward Karl Career Highlights: President and founder, Keller rector, Nankin, Schnoll, 1980-1982. In the U.S., we’d also draw your atten- the International Forum of Independent Vice president of Advisors, 2008-present … Co-founder, SurveyCPA, Other Affiliations: Founding member, The Advisory , who’s working Audit Regulators. Board … Publisher/author, Successful Merger & Ac- taxation, AICPA 2012-present … Shareholder and chief operating of- hard to keep the Pennsylvania Institute of Moving on, there are a number of con- ficer, Brady Ware CPAs, 1978-2008. quisition Strategies; CPAs That Sell; How to Market a With so much going on CPAs on the cutting edge as its president sultants and others working to educate Other Affiliations: Planning Committee, AICPA Consulting Niche … Past board member, Outsource in tax — from serious at­ Partners International; NACVA; H&R Block Business and chief executive officer. And globally, the profession who we think are having an Practitioners’ Symposium & Tech+ … Member Ser- tempts at reform and ma­ vices Council, Ohio CPA Society … Women’s Initia- Services Group; Association for Accounting Market- , head of the Associa- impact. Start with Joe Tarasco, president jor upheavals at the IRS, tive Committee, Ohio CPA Society … New Horizon ing … Editorial Advisory Board, CPA Practice Man- tion of Chartered Certified Accountants, of Accountants Advisory Group, and Sandi agement Forum; Law Firm Management. to skyrocketing rates of ID theft, and more Group of CPA Consultants … Past board member who has been strengthening her group’s Smith Levya, president of Sandra L Leyva and national president, Association for Account- Education: University of Wisconsin, 1980 BS Acctg. influence around the world — and beef- Inc., both CPAs who devote their time to — expect the institute’s point man to be busy ing Administration; co-founder, Ohio Chapter; past and Marketing ing up its presence here in the U.S. showing other CPAs how to be more suc- educating members and communicating president, Indiana Chapter … Advisory Board, CPA Personal: Born 1957, Milwaukee … Married to Sha- Stan Mork, the Mc- cessful. Meanwhile, Gary Adamson, CEO their concerns to regulators and legislators. Practice Management Forum … Columnist, CPA ron … Three children. Gladrey veteran who recently took over as of Adamson Advisory, is another CPA- Career Highlights: Vice president of taxation, Amer- Practice Management Forum … Contributor, AICPA ican Institute of CPAs, 2010-present; director, Tax Di- PCPS Human Capital Center; contributing author, president of the Information Technology turned-consultant — in his case, using his Mark Koziel vision, 1989-2010; technical manager, 1983-1989 … AICPA MAP Handbook … Founding member, CPA Alliance. Expect a higher profile for the experience as a managing partner to help Vice president of Accounting positions, various CPA firms, 1975-1983. Consultants’ Alliance. firm services & group in the future, and more of a focus other firms manage themselves better. Other Affiliations: Greater Washington Society of Education: St. Mary of the Woods College. Finally, we’re happy to make mention CPAs … Maryland Association of CPAs … American Personal: Born in New Paris, Ohio … Married to global alliances, Steve Howe has of a long-time veteran of our Top 100 lists, Society of Association Executives. Darrell … One son, two grandchildren. AICPA been influential within Ernst & Young former Financial Accounting Standards Education: University of Maryland, 1975, BS Acctg. Blog/Twitter: www.ritakeller.com/blog / @cpaman- With responsibilities that for some years as Americas managing Board Chairman Robert Herz, who re- Personal: Born 1954, Washington, D.C. … Married to agement cover both services for ac­ Martha … Three children, five grandchildren. partner, but with the elevation this year leased an excellent accounting memoir counting firms and the institute’s interna­ Blog: http://blog.aicpa.org/ of Mark Weinberger to global chair of the this year that cast a fascinating light on the Roman tional relations, Koziel is a major player in Big Four firm, Howe will be taking on an last decade in standard-setting, and who Kepczyk two of its most active areas, to say nothing of Director of even higher profile as managing partner has also been very active in setting sustain- Jennifer being one of its best­known public faces. ability standards. Katrulya consulting, Xcentric Career Highlights: Vice president of firm services & Krista McMasters may have On a side note, Herz is also a perfect Founder and A prolific speaker and global alliances, AICPA, 2011-present; director, spe- left her co-chief executive officer position example of an important facet of the Top managing partner, author, Kepczyk is at the cialized communities/firm practice management, 2009–2011; senior technical manager, firm practice at CliftonLarsonAllen earlier this year, 100: People often move on and off the list, BMRG Advisory vanguard of convincing management/PCPS, 2006-2009 … Director of media Services accounting firms to embrace and profit from she’s already working to set up a consult- and not being on it in any particular year planning, Joe Slade White & Co., 2003-2006 … Direc- ing firm, and we expect to see her putting doesn’t necessarily mean that an individ- When people talk about the tremendous technological changes that tor, Dopkins & Co., 1994-2003 … Senior, Lumsden & her depth of experience and expertise to ual is any less influential — or that they the firm of the future, they’re often refer­ are engulfing them. McCormick, 1991-1994. work somewhere in the profession soon. won’t return in future years!

065_ACTSep13 8 8/22/2013 9:50:59 AM 66 A Supplement to Accounting Today Top 100 People Top 100 People

Other Affiliations: North Carolina Association of Personal: Born 1967, Virginia … Married to Joyce … 1994, BBA. Career Highlights: CPAs … Past president, Buffalo Chapter, New York Two children. Personal: Born 1972, Owosso, Mich … Married to Barry PwC, 2009-present; U.S. assurance leader, 2006-2009; State Society of CPAs; founding member, Young Blog/Twitter: blog.bill.com / @rlacerte Craig … One daughter and one son. Melancon New York office and Metro Region MP, 2004-2006; CPAs Committee, Buffalo Chapter. Twitter: @ tmackintosh President and CEO, leader, financial services audit and business advisory Education: Canisius College, 1991, BS Acctg. Taylor AICPA practice, 2001-2004; leader, Metro regional financial Personal: Born 1968, Buffalo, N.Y. … Married to As he approaches two services, 1998-2001; partner, 1995; joined, 1985. Maryann … One son. Macdonald Jason Marx Other Affiliations: decades of leading the in- Twitter: @markkoziel Vice president of President, CCH Audit Quality … AICPA … New York State Society of stitute, Melancon shows channels, Intacct Small Firm Services CPAs … New Jersey Society of CPAs … Partnership for no signs of slowing down, as proved by the New York City … Atlantic Council. Greg Kyte An experienced hand at The new head of CCH SFS ongoing growth of the CGMA, the release of Education: State University of New York at Oswego, Comedian and reselling accounting tech- will be working particu- FRF for SMEs, and a relentless schedule of BS, 1985. accountant nology himself, Macdon- larly hard to please the Personal: Born 1963, New York … Two children. speeches and presentations aimed at mov- While Kyte may have re- ald has revived many a firm’s waning interest company’s small-pract- ing the profession into the future. cently indulged his other in the area, and given Intacct a major boost itioner customers in the coming year, but Career Highlights: President and CEO, AICPA, passion by competing in in the process. He’s also a regular presence he brings a reputation for innovation — and 1995-present ... Executive director, Society of Louisi- a New York City comedy at many influential accounting and technol- a brand-new portal offering — to the task. ana CPAs, 1987-1995 ... Shareholder, Bergeron & Co., festival, he’s already won over the accounting ogy-related events. Career Highlights: President, CCH Small Firm 1979-1987. Services, 2013-present; vice president and general crowd by channeling his humor into popular Career Highlights: Vice president of channels, In- Other Affiliations: U.S. Delegation, IFAC ... Ameri- manager, 2007-2013 … Executive vice president, can Society of Association Executives ... New York blog posts and semi-ironic videos. He also tacct, 2010-present … Vice president of channels, Pro- methean, 2008-2009 … Vice president of worldwide FMF Capital, 2004-2007 … Vice president of opera- Society of Association Executives. spreads the wit, instructing fellow CPAs on channels and sales alliances, Deltek Inc., 2007-2008 tions, Kaufman Financial Group, 2000-2003 … Man- Education: Nicholls State University, 1983, MBA; the art of the short-form video parody which, … Chief channel and strategy officer, Sage Software, aging director, AMRESCO Residential Credit Corp., 1978, BS. strong partners and powerful international behind bad wigs and accents, conveys criti- 2006-2007; executive vice president of channel and 1995-1999 … Vice president, director of acquisitions, Personal: Born 1958, Houma, La. ... Married to Patty capabilities in the product itself. Household Finance Corp., 1988-1995. cal, change-oriented information. sales operations, 2004-2006; senior vice president ... One son. Career Highlights: Other Affiliations: Past board member, National Blog/Twitter: “AICPA Insights” http://blog.aicpa. Career Highlights: Controller, Utah Valley Medical of business partners and vice president of partner 2002-present … Various positions, including CEO of Flood Determination Association … American Fi- org / @barrymelancon Offices, 2009-present … Staff accountant, Squire & development, Best Software (later Sage), 1998-2004 myCIO.com, McAfee/Network Associates, 1996-2001 nancial Services Association … Association for Fi- Co. PC, 2008-2009 … Middle school math teacher, ... President and founder, Macdonald Consulting … To vice president of worldwide marketing, Oracle, nancial Technology … Mortgage Bankers Associa- Provo School District, 1999-2008. Group, 1989-1998 ... Director of management advi- 1992-1996 … Sun Microsystems, 1989-1992. tion … American Bankers Association James Metzler Other Affiliations: Comedian, writer, speaker and sory services, Smith & Howard PC, 1987-1989 ... Vice Other Affiliations: Education: DePaul University, 1992, MBA … Univer- Vice president of short-form mockumentary filmmaker, Greg Kyte president of finance, Resort Storage Management, ent holder. sity of Michigan, 1988, BA. small firm interests, Comedy Business … Senior supplemental disclosure 1985-1987 ... Manager, Policy Management Systems, Education: Stanford University, MA; BS. Personal: Born 1966, Michigan. correspondent, Going Concern … Robert G. Newhart 1981-1985. AICPA Personal: Born 1961, Omaha, Neb. … Married to Non-Value-Added Fellow, VeraSage Institute … Co- Other Affiliations: Board, Information Technology Metzler may be due to Elizabeth … One daughter. host, ThriveCast … Blogger, Thriveal CPA Network. Alliance ... Past board member, Southeastern Soft- Chuck retire in January, but his Education: Utah State University, 2010, MBA … Utah ware Association. influence will live on, in a Education: Yale University, 1977, BS. McCabe Valley University, 2008, BS Acctg. … University of higher profile for the small-firm issues that Washington, 1995, BA Mathematics. Personal: Born 1955, Dallas ... Married to Cindy ... Founder, president Personal: Born 1972, Akron, Ohio … Married to Lau- Four children. and CEO, he championed, and in the minds and hearts ra … Two children. Twitter: @taylormacd The Income Tax of the many people who benefited from his Blog/Twitter: The Accounting Update (video blog) School Inc. teaching, mentoring and all-around profes- www.gregkyte.com/Videos.html / http://thriveal. As a veteran in the tax sional wisdom. com/author/gregkyte / @gregkyte / Accumulated Teresa Career Highlights: Vice president of small firm in- preparation industry, McCabe had the vi- Deprecation (Going Concern) http://goingconcern. Mackintosh terests, AICPA, 2003-present ... Co-founder, Conver- who know that their staff regularly share in com/user/32 sion to offer support to other tax business President, U.S. genceCoaching LLC, 2000-2003 ... Partner, Gaines side information with him for publishing on owners who opt to remain independent Metzler Kriner & Co., 1970-2002 … Chairman, GEM- Software, CCH the profession’s biggest water cooler. by providing them with tax education and KO Information Group Inc., 1995-2002. Rene Lacerte Given the influence she Career Highlights: Other Affiliations: Past president, Buffalo Chapter, business skills so they can be successful on Sift Media, 2010-present; founding editor, Founder and CEO, wielded in previous posi- New York State Society of CPAs... Council of Accoun- their own. Concern, Breaking Media, 2009-2010 … Senior finan Bill.com tions at a rival, we fully ex- tancy, Canisius College ... Advisory Council, Asso- Career Highlights: Founder, president and chief cial analyst, Lockton Cos., 2009 … Senior associate, pected Mackintosh to be an important figure ciation for Accounting Marketing ... Outside board, Serial entrepreneur La- executive officer, The Income Tax School Inc., 1989- KPMG, 2005-2008 … Accounting associate, Spicer Perry’s Ice Cream Co. certe continues to make after she made the jump to CCH — even be- present … Founder, president and CEO, Peoples Jeffries, 2003-2005. Education: Canisius College, 1972, BS Acctg. a splash by making work fore she got her brand-new title of president Income Tax Inc., 1987-present … COO, Bay Colony Other Affiliations: Personal: Born 1948, Buffalo, N.Y. ... Married to Jean Ltd., 1983-1986 … Tax preparer, assistant district College of Denver. easier for accountants, of U.S. software. ... Three children, six grandchildren. manager, district manager, regional director, H&R Education: Colorado State University, 2003, MS ... these days by extending the already-im- Career Highlights: President, U.S Software, CCH, a Blog: “AICPA Insights” http://blog.aicpa.org/ part of Wolters Kluwer, 2013-present; executive vice Block Inc., 1968-1983. University of Nebraska at Kearney, 2002, BS. pressive capabilities of his Bill.com platform president and general manager of tax, 2012-2013 … Other Affiliations:Past conference presenter, NATP; Personal: Born 1979, Ord, Neb. and integrating them with many of the other General manager and senior vice president, Indirect, NSA ... IRS Electronic Tax Advisory Committee ... Robert Moritz Blog/Twitter: tools that businesses use. Property and Trust, Tax & Accounting business of Founding chair, Virginia Council of CEOs ... Board Chairman and senior concern and @cnewquist Career Highlights: Founder and CEO, Bill.com Thomson Reuters, 2011–2012; general manager and chair, Better Business Bureau of Central Virginia ... partner, PwC 2006-present … Co-founder, board member and senior vice president, Workflow & Service Solutions, Director, Greater Richmond Chamber ... Dean’s Ad- Moritz spent most of his CEO/CFO, PayCycle (acquired by Intuit in 2009), Americas — Professional, 2010-2011; senior vice visory Board, University of Richmond ... Executive fifth year at the head of his 1999-2009 … Senior product manager/group prod- president, Core Market, 2008-2009; vice president Committee, Advisory Board, State Council of Higher uct manager, Intuit, 1994-1999 … Vice president of of strategic marketing, Thomson Tax & Accounting, Education of Virginia College ... Leadership Metro Big Four firm focused on operations and development, CertiData, 1992-1993 2006-2008; director of product management, Cre- Richmond. attracting and retaining … Senior consultant, Price Waterhouse, 1989-1992. ative Solutions, 2001-2003; UltraTax CS development Education: Pace University, 1983, MBA (ABD); 1981, diverse talent, and proving its relevance to Other Affiliations: Board member, Kent School … manager, Creative Solutions, 1997-2001 … Tax con- Executive MBA ... Adelphi University, 1979, BS. its clients’ needs — but he also took a short Columnist, CPA Technology Advisor. sultant, Price Waterhouse, 1994-1996. Personal: Born 1944, New York City ... Married to break on Oscar Night to head down to the Education: Stanford University, 1989, MS Industrial Other Affiliations: AICPA … American Marketing Marilyn … Two children. Engineering; 1989, BA Economics and Quantitative Association. Blog/Twitter: www.theincometaxschool.com/blog White House and hand the First Lady an fecting accounting firms than Nisberg — and Economics. Education: University of Michigan, 2001, MBA; / @PeoplesTax, @TaxSchool awards envelope on national TV. few are doing as much to help firms deal with

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Barry Career Highlights: U.S. chair and senior partner, them, whether it’s educating them on suc- Legal Services, Virginia State Bar … Past chair, Sec- Karen Pincus PwC, 2009-present; U.S. assurance leader, 2006-2009; cession planning, teaching them the secrets tion of Taxation Low Income Taxpayers Committee Melancon New York office and Metro Region MP, 2004-2006; and Pro Se/Pro Bono Tax Force, American Bar Asso- Immediate past of growth, or brokering the deals that help President and CEO, leader, financial services audit and business advisory ciation … Faculty, Harvard Kennedy School of Gov- president, AAA practice, 2001-2004; leader, Metro regional financial them reach their goals. ernment Comparative Tax Policy and Administra- Long respected as an in- Career Highlights: President and management con- As he approaches two services, 1998-2001; partner, 1995; joined, 1985. tion Program ... Past adjunct professor, Georgetown novator in the teaching Other Affiliations: Governing Board, Center for sultant, Jay Nisberg & Associates Ltd., 1972-present. University Law Center; Virginia Commonwealth decades of leading the in- of accounting, Pincus Audit Quality … AICPA … New York State Society of Other Affiliations: Founder and past member, The University; College of William and Mary School of stitute, Melancon shows CPAs … New Jersey Society of CPAs … Partnership for Advisory Board … Trustee, National Parks Trust … Law; University of Richmond School of Law. has lately been focusing no signs of slowing down, as proved by the New York City … Atlantic Council. Co-founder, Professional Alliance Group … Author, Education: Georgetown University Law Center, 1994, on the many challenges facing accounting ongoing growth of the CGMA, the release of Education: State University of New York at Oswego, How to Manage Your Accounting Practice; From LLM in Taxation … North Carolina Central University academia, from financial issues and the im- Chaos to Order; The Random House Dictionary of FRF for SMEs, and a relentless schedule of BS, 1985. School of Law, 1991, JD … Bryn Mawr College, 1975, pact of technology, to the most disturbing Personal: Born 1963, New York … Two children. Business Terms. AB Fine Arts. speeches and presentations aimed at mov- issue of all — the dwindling pipeline of new Education: Pacific Western University, Ph.D., Busi- Personal: Born 1954, Philadelphia … One child. ing the profession into the future. Zach Nelson ness Administration ... Detroit College of Law, non- Blog/Twitter: www.taxpayeradvocate.irs.gov/blog / entrants to the profession. President and CEO, AICPA, degree program, 1968, Labor Relations Training; @YourVoiceAtIRS Career Highlights: Doyle Z. and Maynette Derr Wil- 1995-present ... Executive director, Society of Louisi- President and CEO, MA/Ph.D. Combined Program, 1970, ABD ... Univer- liams Professor of Professional Accounting, Sam M. ana CPAs, 1987-1995 ... Shareholder, Bergeron & Co., NetSuite sity of Buffalo, 1968, BA Social Sciences. Walton College of Business, University of Arkansas, Cloud accounting pioneer Personal: Born 1946, Buffalo, N.Y. ... Married to Sally Jody Padar 1995-present ... University of Southern California, U.S. Delegation, IFAC ... Ameri- Nelson is carving out a ... One child. CEO and principal, 1983-1985 ... Coopers & Lybrand. can Society of Association Executives ... New York Immediate past president, Amer- place for NetSuite that in- New Vision CPA Other Affiliations: Barack Obama Group ican Accounting Association; past president, Audit- Nicholls State University, 1983, MBA; cludes both a network of ing Section … Past member, Editorial Boards, Au- President of the From trampoline dodge- strong partners and powerful international diting: A Journal of Practice and Theory; Behavioral United States Born 1958, Houma, La. ... Married to Patty capabilities in the product itself. ball to extreme go-karting, Research in Accounting; Issues in Accounting Educa- Career Highlights: President and CEO, NetSuite Inc., From the ongoing rollout Padar will do whatever it tion ... Board of Directors, AICPA, 2008-2011 ... Past AICPA Insights” http://blog.aicpa. 2002-present … Various positions, including CEO of of his signature health takes to show the profession what the “new president, Beta Alpha Psi ... U.S. member, Interna- myCIO.com, McAfee/Network Associates, 1996-2001 care reform to his propos- firm” looks like — as well as why it works and tional Accounting Education Standards Board, 2006- 2011; deputy chair, 2010-2011. … To vice president of worldwide marketing, Oracle, als for changing the Tax why firms need to get changing. 1992-1996 … Sun Microsystems, 1989-1992. Education: University of Maryland, 1984, Ph.D; James Metzler Code, the president is setting much of the Career Highlights: CEO and principal, New Vision Other Affiliations: Board member, NetSuite … Pat- MBA; BS. Vice president of CPA Group, 2006-present … Associate, Tax Technol- ent holder. agenda that’s keeping the profession busy. Personal: Born 1948, Washington, D.C. … Married to ogy Group, Price Waterhouse, 1994-1995. small firm interests, Education: Stanford University, MA; BS. Career Highlights: President of the United States, David … Four children, two grandchildren. Other Affiliations: AICPA Practitioners and Tech+ Personal: Born 1961, Omaha, Neb. … Married to 2009-present … U.S. Senator, 2005-2008 … Illinois Steering Committee, AICPA ... Maryland Associa- Metzler may be due to Elizabeth … One daughter. Senator, 1997-2004 … Senior lecturer, University of Chicago Law School, 1996-2004; professor of consti- tion of CPAs … Adjunct professor, Oakton Commu- Terri Polley retire in January, but his tutional law, 1992-1996 … Of counsel, Davis, Miner, nity College … Founder and past president, Chicago President and CEO, influence will live on, in a Caleb Barnhill & Galland, 1996-2004; associate, 1993-1996 QuickBooks Pro Advisor User Group. FAF Education: Northern Illinois University, 2005, MST higher profile for the small-firm issues that Newquist … Director, Project Vote, 1992 … Community orga- Having successfully man- … Saint Mary’s College, 1994, BBA. he championed, and in the minds and hearts Founding editor, nizer, Developing Communities Project, 1985-1988 aged the launch of the Pri- Going Concern … New York Public Interest Group, 1984. Personal: Born 1972, Chicago … Married to Christo- of the many people who benefited from his pher … Two children. vate Company Council, We’re sure that Newquist Other Affiliations: Founding board member, Public teaching, mentoring and all-around profes- Allies … Past board member, Woods Fund of Chi- Blog/Twitter: Contributor to www.accountingto- Polley could be forgiven haunts the dreams of cago; Joyce Foundation; Chicago Annenberg Chal- morrow.com / @jodypadarcpa for expecting a break, but this year she found Vice president of small firm in- many a large-firm MP, lenge; Chicago Lawyers’ Committee for Civil Rights herself overseeing major leadership transi- terests, AICPA, 2003-present ... Co-founder, Conver- who know that their staff regularly share in- Under Law; Center for Neighborhood Technology. Brian tions at both of the standard-setters that the genceCoaching LLC, 2000-2003 ... Partner, Gaines side information with him for publishing on Education: Harvard Law School, 1991, JD … Colum- Peccarelli Metzler Kriner & Co., 1970-2002 … Chairman, GEM- bia University, 1983, BA. FAF supervises. the profession’s biggest water cooler. President, The Tax & Career Highlights: President and chief executive of- KO Information Group Inc., 1995-2002. Personal: Born 1961, Honolulu … Married to Mi- Career Highlights: Founding editor, Going Concern, ficer, Financial Accounting Foundation, 2008-pres- Past president, Buffalo Chapter, chelle … Two daughters. Accounting business Sift Media, 2010-present; founding editor, Going ent; executive director of advisory groups, FASB, New York State Society of CPAs... Council of Accoun- Twitter: @BarackObama of Thomson Reuters Concern, Breaking Media, 2009-2010 … Senior finan- tancy, Canisius College ... Advisory Council, Asso- 1999-2008; controller, FAF, 1990-1999; technical as- cial analyst, Lockton Cos., 2009 … Senior associate, Even as he keeps Thomson ciation for Accounting Marketing ... Outside board, sociate, FASB, 1987-1990 … Senior accountant, Ar- KPMG, 2005-2008 … Accounting associate, Spicer Nina Olson Reuters on track in terms thur Andersen, 1982-1987. Jeffries, 2003-2005. Canisius College, 1972, BS Acctg. National Taxpayer of serving accountants’ needs, Peccarelli is Other Affiliations: AICPA … Connecticut Society of Other Affiliations: Adjunct professor, Community Born 1948, Buffalo, N.Y. ... Married to Jean Advocate, IRS also leveraging the company’s enormous CPAs … Board, Greater Norwalk Chamber of Com- College of Denver. ... Three children, six grandchildren. This independent voice worldwide footprint to help professionals in merce; Malta House. Education: Colorado State University, 2003, MS ... Education: St. Francis College, 1982, BA Acctg. and AICPA Insights” http://blog.aicpa.org/ within the IRS supports public practice and industry function better University of Nebraska at Kearney, 2002, BS. French. Personal: Born 1979, Ord, Neb. both practitioners and in an era of rapid globalization. Personal: Born 1960, Brooklyn, N.Y. … Married … Robert Moritz Blog/Twitter: http://goingconcern.com / @going_ taxpayers. She keeps Con- Career Highlights: President, The Tax & Account- One son. Chairman and senior concern and @cnewquist gress up to date on important issues affecting ing business of Thomson Reuters, 2011-present; Blog/Twitter: “From the President’s Desk” / president, Workflow & Service Solutions, 2010-2011; partner, PwC taxpayers, and provides insight to both the @FAFNorwalk president, corporate software, 2006; vice president Moritz spent most of his Jay Nisberg IRS and Congress on running a fairer and President, Jay and general manager, RIA Compliance, 2002; joined fifth year at the head of his more efficient tax administration. RIA/CLR, 1984. James Ratley Big Four firm focused on Nisberg & Career Highlights: National Taxpayer Advocate, Other Affiliations: AICPA … American Bar Associa- President and CEO, attracting and retaining Associates IRS, 2001-present … Attorney at law, 1997-2001 … tion … Texas State Board of Public Accountancy. ACFE diverse talent, and proving its relevance to Few people have a bet- Founder and executive director, Community Tax Education: Southern Methodist University, MBA … A quick scan of the head- Law Project, 1992-2001 … Owner, Accounting, Tax & its clients’ needs — but he also took a short ter understanding of the Hamline University School of Law, JD … Carthage lines reveals that fraud Information Services, 1975-1991. College, BA Acctg. and Business Administration. critical issues that are af- break on Oscar Night to head down to the Other Affiliations:Administrative Conference of the Personal: Born 1960, Wisconsin … Married to Jane isn’t going away. If any- White House and hand the First Lady an fecting accounting firms than Nisberg — and U.S. ... Griswold Lecturer, College of Tax Counsel, … Two children. thing, it’s on the rise awards envelope on national TV. few are doing as much to help firms deal with 2010 … Past chair, Special Committee on Access to Blog: Internal — and that means that the education and

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information Ratley and the ACFE provide the sign, 2003-2005 ... Writer, Knock Out Communica- Doug the cloud — but he’s backed up by Xero’s public and the professionals who root out tions, 2001-2003 … PR director, SportBrain, 2000- positive track record and strong base in Aus- 2001 … Client service director, WordOne, 1996-2000 Sleeter fraud will be in more demand than ever. tralia and New Zealand, which give him and … Client service manager, Deeley Trimble, 1995-1996 Founder and Career Highlights: President and CEO, Association his product a great head start in the U.S. Q … International marketing manager, Turner Broad- of Certified Fraud Examiners, 2006-present; program president, The casting, 1993-1995 … Marketing assistant, Mighty Career Highlights: President of U.S. operations, director, 1988 … Manager of fraud investigations, Sleeter Group Bazinga! Distributing System, 1991-1993. Xero Inc. … Vice president and general manager, Wells & Associates, 1986-1988 … Corporal/investiga- As accounting technol- While the start of the fall season isn’t Other Affiliations: President, Atlanta Chapter, AAM Sage Software, 2008-2011; senior director and gen- tor, Dallas Police Department, 1971-1986. … Founding member, Atlanta Independent Women’s ogy continually evolves, eral manager, 2008-2009; director of strategic mar- quite the major event it used to be, we Other Affiliations: Board of Advisors, Bank Direc- Network … National Association of Women Business so does Sleeter, from a QuickBooks expert keting, 2007-2008 … International associate, Leader- thought we’d take advantage of the tim tors Education … Past visiting scholar, University of Owners. ship Rotational Program, Scotiabank, 2007 … Senior ing to quiz our Top 100 candidates about Nebraska. and educator to a thought leader, technology Education: Georgia State University, 2001, MBA … analyst, Investor Economics, 2005-2007 … Territory their TV viewing and their favorite shows. Education: University of Texas at Dallas, 1985, BS BA. expert, cloud advocate and all-around advi- Troy State University, 1991, BA Journalism, Public manager, Suncor Energy, 2003-2004; marketing spe- Personal: Born 1949, Albuquerque, N.M. … Married sor on running a tech-savvy practice. The Big Bang Theory Relations & French cialist, 2001; online marketing analyst, 2000. to Gloria … Three daughters, one son. Career Highlights: Founder and president, The favorite, which isn’t entirely surprising, Personal: Born 1969, Lakeland, Fla. … Married to Other Affiliations: Board member, Canadian Orga- Blog/Twitter: www.acfeinsights.com / @JimRatley Sleeter Group Inc., 1994-present … Director of prod- since it’s an excellent show, and is also Paul. nization for Development through Education Foun- uct marketing, Quorum Software Systems, 1991-1994 Blog/Twitter: www.bbrmarketing.com/blog / dation … Charter member, C100 … Co-founder and on 24 hours a day on every single station … Software evangelist and VAR sales, Apple Comput- Marc www.marketingideasforcpas.com /@bbrmarketing board director, TaxiNow … McGill University MBA everywhere. er, 1986-1991 … Software evangelist, Adobe Systems, Rosenberg Mentor Program … MBA Advisor, Royal Roads Uni- Mad Men 1985-1986 … Staff accountant and tax preparer, Stan- versity. have a favorite show” coming in third. President, Donny ley W. Dowling CPA, 1979-1982 … Staff accountant Education: York University, Schulich School of Busi- This was primarily from candidates who The Rosenberg Shimamoto and tax preparer, Charles Strahal CPA, 1978-1979. ness, MBA, 2007 … McGill University, 1997, Bachelor Other Affiliations: Host, The Sleeter Group’s - Ac simply couldn’t pick a favorite; many Associates Managing director, of Commerce, Finance & International Business. Through his articles and counting Solutions Conference … Author, official Personal: Born 1974, Oakville, Ont. … Married to ended up listing three or four. It’s not to be Intraprise Quickbooks manual … Board of Advisors, Bill.com … his growing list of books, Michelle Zatlyn. confused with “I don’t watch TV,” which TechKnowlogies Product development consultant, Intuit, 1994-pres- Blog/Twitter: blog.xero.com / @sutherlandjamie garnered a decent number of responses, his research, and his consulting gigs, Rosen- ent … Product development and marketing consul- There must be more than mostly from candidates who claimed to berg is a tireless advocate of better firm man- tant, Fishbowl Inventory; SmartVault;Bill.com; Xero; 24 hours in Shimamoto’s be too busy to watch. We only received agement who actually knows how to help MISys; Bankserv; Avalara; ACCTivate; Results Soft- Rick Telberg day; how else would he find time for all the two responses from people who thought firms get there. ware … Board member at two small nonprofits. President and CEO, entrepreneurship, volunteering, thought Education: Santa Clara University, MBA courses … TV is a waste of time. Career Highlights: President, The Rosenberg Asso- CPA Trendlines leadership and professional advocacy that University of California at Santa Cruz, 1982, BA Com- ciates, 1994-present ... National director of manage- Research Interestingly, very few of our Top 100 puter and Information Sciences. ment consulting, PDI, 1988-1994 ... Chief operating have made his one of the most recognized were interested in news or finance shows; Personal: Born 1959, Fresno, Calif. … Married to With his finger on the officer, Friedman, Eisenstein, Raemer & Schwartz, faces of the rising generation? a larger and more passionate group was Sherrill … One son. pulses of the hundreds 1982-1988 ... Vice president of finance, International Career Highlights: Managing director, Intraprise interested in sports, with some following Blog/Twitter: www.sleeter.com/blog / @dougsleet- Division, Mark Controls Corp., 1974-1982 ... Senior TechKnowlogies, 2001-present … Principal consul- of thousands of accoun- er @sleetergroup a particular team or sport, but most sim auditor, Ernst & Ernst, 1970-1974. tant, Data House, 2001 … Senior consultant, PwC tants at small firms and solo practices, Tel- ply devoted to all things sporting. Other Affiliations: Founder and publisher, The LLP, 1997-2001 berg shares the insights he gains from them Rosenberg MAP Survey ... Author, The Rosenberg Prac- Other Affiliations: AICPA … Hawaii Society of CPAs Brad Smith through research, an influential blog, social tice Management Monograph Series (10 volumes); … ISACA Hawaii Chapter … Aloha Society of Asso- President and CEO, media, frequent public appearances, and an Big Bang Theory The Rosenberg Blog … AICPA ... ICPAS ... Founding ciation Executives. Intuit member, The New Horizons Group … Leader of three Education: University of Hawaii, 1997, BBA in Ac- expanding series of publications. Career Highlights: President and CEO, CPA Trend- managing partner roundtable groups … Fundraiser, counting & Management Information Systems. Fresh from a corporate re- Mad Men lines Research, 2004-present … Founder, president Ron Santo Walk for the Cure for Diabetes ... Chicago Personal: Born 1975, Honolulu, Hawaii organization and the stra- and CEO, Bay Street Group LLC, 2004-present … Board member, Jewish Student Connection. Blog/Twitter: www.donnyitk.com/ @donnyitk tegic divestment of Intu- Don’t have a favorite Editorial director, director of online content, edi- Education: University of Illinois, 1970, BS Acctg. TV show it’s financial services and tor-at-large, CPA2Biz, 2001-2011 … Vice president Personal: Born 1948, Chicago ... Married to Ellen ... health units, Smith is aiming to focus even and senior editorial director, SmartPros, 2000-2001 Two children ... Chicago Cubs fan fanatic (still). Joel Sinkin NCIS … Vice president, group publisher, editorial direc- Blog/Twitter: http://blog.rosenbergassoc.com / President, more narrowly on its core services aimed at tor, and editor-in-chief, Accountants Media Group @mrosenbergcpa Transition Advisors small businesses worldwide — and the ac- Dancing countants and tax pros who serve them. (including Accounting Today), Thomson Reuters, with the Stars Besides working with 1991-2000. Career Highlights: President and CEO, Intuit Inc., Bonnie Buol his partner at Transition Other Affiliations: Past member, IBM Small Busi- 2008-present; senior vice president and general The Voice 7 ness Advisory Board; Hewlett-Packard Accounting Ruszczyk Advisors, Terry Putney, manager, Small Business Division, 2006-2007; gen- Industry Panel of Influencers. President, to broker countless ac- eral manager, QuickBooks Group, 2005-2006; leader, Education: City University of New York – Baruch, BBR Marketing counting firm mergers, Sinkin is one of the Consumer Tax Group, 2004-2005; vice president and Corporate Finance, 1983 … New York University, Ruszczyk’s clients are as general manager, Accountant Central and Developer foremost experts out there at teaching firms 1978, Bachelor’s. Network; joined, 2003 … Senior vice president of Do not watch TV likely to follow her savvy how to value themselves, how to manage Personal: Born 1956, New York City. marketing and business development, ADP … Vari- online marketing advice Blog/Twitter: cpatrendlines.com / @cpa_trendlines the merger process both before and after the ous sales, marketing and management positions, Sports as they are her LinkedIn updates, which are deal is inked, and how to make mergers work Pepsi, Seven-Up, Advo Inc. only outnumbered by her legion of followers — critical skills in this M&A-mad era. Education: Aquinas College, Master’s of Manage- Arleen on the career network. Known for the cus- Career Highlights: President, Transition Advisors ment … Marshall University, BBA. Thomas Scandal tomized online development of her clients’ LLC, 2004-present … President, J Sinkin Consulting Senior vice president audiences, she has recently been speaking Group, 2003-2004 … Division manager, GlobalForce Game of Thrones International, 1990-2003. Jamie of management to more audiences of her own, bringing her Other Affiliations: Succession advisor, AICPA ... Sutherland accounting and expertise to high-profile events and training Editorial advisor, Small Firm Solutions ... Editorial President of U.S. global markets, Grey’s Anatomy sessions. Review Board, The CPA Journal ... Co-author, Buying, operations, Xero AICPA Career Highlights: President, BBR Marketing, 2009- Merging CPA Firms. True Blood 4 present … Marketing director, Windham Brannon, Education: SUNY Brockport, 1981. Sutherland is one of the As head of the team that runs the burgeoning CGMA credential, Thomas is out in front of 2007-2009 … Product marketing manager, QAD, Personal: Born 1958, Brooklyn, N.Y. … Married to new wave of champions Of 85 responses 2005-2007 … Client service director, Function:De- Kathy … One son and one daughter. of accounting’s move to the institute’s efforts to both boost its ser-

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vices to members in industry and to raise its tween his constant efforts to build the skills the cloud — but he’s backed up by Xero’s John profile internationally. of his members, to create partnerships that positive track record and strong base in Aus- & Veihmeyer Career Highlights: Senior vice president of man- strengthen his organization around the tralia and New Zealand, which give him and Chairman and CEO, agement accounting and global markets, American world, and to fend off the new competition his product a great head start in the U.S. Q A Institute of CPAs, 2012-present; senior vice president KPMG for his credential. President of U.S. operations, of member competency and development, 2005- Now one of the longer- Bazinga! Career Highlights: President and CEO, Institute Xero Inc. … Vice president and general manager, 2012; vice president of professional standards and of Management Accountants, 2008-present; vice serving Big Four chiefs, Sage Software, 2008-2011; senior director and gen- While the start of the fall season isn’t services, 1997-2005; vice president of SEC Practice president of research and applications development, Veihmeyer continues to eral manager, 2008-2009; director of strategic mar- quite the major event it used to be, we Section and self-regulation, 1995-1997; director of 2005-2008 … Teacher, Mount Olive Township High keting, 2007-2008 … International associate, Leader- thought we’d take advantage of the tim- accounting standards, 1992-1995 ... Senior manager, build up his firm, with a particular focus on School, 2002-2005 … Chief financial officer of busi- ship Rotational Program, Scotiabank, 2007 … Senior ing to quiz our Top 100 candidates about audit, KPMG, 1983-1992. attracting, training and retaining a strong, ness sales, AT&T, 1979-2002. analyst, Investor Economics, 2005-2007 … Territory Other Affiliations: Chair, XBRL International Inc. ... diverse and highly motivated staff. their TV viewing and their favorite shows. Other Affiliations: Board member, Committee of manager, Suncor Energy, 2003-2004; marketing spe- Consistory of the Reformed Church of Bronxville. Career Highlights: Chairman, KPMG LLP, 2010- The Big Bang Theory was the runaway Sponsoring Organizations of the Treadway Com- cialist, 2001; online marketing analyst, 2000. Education: Metropolitan State College, 1983, BA present; CEO, KPMG, 2008-present; deputy chair- favorite, which isn’t entirely surprising, mission … County Social Services for the Mentally Board member, Canadian Orga- Acctg. man, 2005-2010; chairman, KPMG Americas, 2007- Challenged. nization for Development through Education Foun- since it’s an excellent show, and is also Personal: Born 1960, Denver ... Married to Steven ... present; board member, 2003-present; managing Education: Executive education programs, Wharton dation … Charter member, C100 … Co-founder and on 24 hours a day on every single station Two children. partner, Mid-Atlantic area, 2003-2005; office man- School of Business for Finance and Accounting; Co- board director, TaxiNow … McGill University MBA everywhere. Twitter: @ArleenCPA aging partner, Washington D.C., 2003-2005; part- lumbia Business School; MIT Sloan School of Busi- Mentor Program … MBA Advisor, Royal Roads Uni- Mad Men came in second, with “I don’t ner-in-charge, Washington and Baltimore — audit, ness … Montclair State University, MS Mathematics 2002-2003; area professional practice partner, Mid- have a favorite show” coming in third. Ralph Thomas and Statistics; BS Mathematics. York University, Schulich School of Busi- Atlantic area, 1999-2001; partner, 1987; joined, 1977. This was primarily from candidates who CEO and executive Personal: Born 1955, Paterson, N.J. … Married to ness, MBA, 2007 … McGill University, 1997, Bachelor Other Affiliations: Co-chair, CEOs Against Cancer … Harriett … Three children. of Commerce, Finance & International Business. simply couldn’t pick a favorite; many director, NJSCPA Member, Governing Board, CAQ … Board, Commit- Blog/Twitter: “CEO Blog” http://linkupima.com / Born 1974, Oakville, Ont. … Married to ended up listing three or four. It’s not to be Thomas never breaks tee Encouraging Corporate Philanthropy; Catalyst; @IMA_JeffThomson confused with “I don’t watch TV,” which stride when it comes to U.S.-India Business Council … Advisory Council, blog.xero.com / @sutherlandjamie garnered a decent number of responses, keeping his society at the Notre Dame Mendoza College of Business … Board, mostly from candidates who claimed to forefront of social media Katie Tolin Business-Higher Education Forum; Kennedy Center be too busy to watch. We only received Corporate Fund … Business Roundtable … Partner- Rick Telberg and working to improve the profession’s President, AAM ship for New York City … British American Business two responses from people who thought President and CEO, record on diversity — not even when Hur- A highly respected mar- International Advisory Board … Past member, SEC CPA Trendlines TV is a waste of time. ricane Sandy devastated his state. keter at her own firm, Advisory Committee on Smaller Public Companies. Research Interestingly, very few of our Top 100 Career Highlights: CEO and executive director, New Tolin is also dedicated to Education: University of Notre Dame, 1977, BBA. With his finger on the were interested in news or finance shows; Jersey Society of CPAs, 1999-present … Vice presi- strengthening accounting Personal: Born 1955, Washington D.C. … Married to a larger and more passionate group was dent, Structured Products Group, Citibank, 1987- Beth … Three children. pulses of the hundreds marketing as a discipline interested in sports, with some following 1999 … Staff manager, American Bell and AT&T of thousands of accoun- — and this year she’ll no doubt be instru- a particular team or sport, but most sim- Information Systems, 1982-1987 … Senior systems Jennifer tants at small firms and solo practices, Tel- accountant, Potomac Electric Power Co., 1980-1982 mental in AAM’s search for its first-ever full- ply devoted to all things sporting. Warawa berg shares the insights he gains from them … Senior accountant, Price Waterhouse, 1977-1980. time CEO. Vice president of through research, an influential blog, social Other Affiliations: National Commission on Di- Career Highlights: Director of practice growth, versity and Inclusion in the Accounting Profession, partner programs media, frequent public appearances, and an Big Bang Theory 18 Rea & Associates, 2007-present; marketing man- AICPA; Strategic Planning Committee; past member, and channel sales, expanding series of publications. ager, 2003-2007 … Marketing coordinator, Krugliak, Council ... Member, CPA/SEA Board, State Society Wilkins, Griffiths & Dougherty Co., 1998-2003. Sage North America President and CEO, CPA Trend- Mad Men 15 Network Inc., Shared Services LLC … Lifetime mem- Other Affiliations: President, board of directors, lines Research, 2004-present … Founder, president Warawa takes a very broad ber and past national president, National Associa- Association for Accounting Marketing … Market- and CEO, Bay Street Group LLC, 2004-present … view of her mandate to work with accoun- Don’t have a favorite tion of Black Accountants; member, president’s Ad- ing committee member, past marketing committee Editorial director, director of online content, edi- 11 tants, going beyond serving the Sage channel TV show visory Council, Corporate Advisory Board, Finance chair, Moore Stephens North America. tor-at-large, CPA2Biz, 2001-2011 … Vice president and Capital Campaign Committees; past president, Education: Emerson College, 1996, MA. to help prepare the profession as a whole for and senior editorial director, SmartPros, 2000-2001 NCIS 10 Washington, D.C. Chapter … Trustee and chair, Di- Personal: Born 1973, Canton, Ohio. the future, as with Sage’s recent partnership … Vice president, group publisher, editorial direc- versity and Inclusion Subcommittee, Lehigh Uni- Twitter: @KatieTolin with Tom Hood’s Business Learning Institute tor, and editor-in-chief, Accountants Media Group Dancing versity; member, Academic Affairs, Audit, Campus 8 to offer critical soft-skills training. ), Thomson Reuters, with the Stars Planning & Operations, Finance, Student Affairs and Career Highlights: Vice president of partner pro- Trustee Audit Committees … Accounting Advisory David Vaudt grams & channel sales, Sage North America; joined, Past member, IBM Small Busi- The Voice 7 Board, Rutgers University; Seton Hall University; Chairman, GASB 2008 … Owner and operations manager, Dreams- ness Advisory Board; Hewlett-Packard Accounting Montclair State University; Thomas Edison State Col- Vaudt’s decade as Iowa’s cape Business Services Ltd., 1995-2008. lege … State Society Relations Committee, NASBA … Breaking Bad 6 Other Affiliations: Volunteer, Information Technol- City University of New York – Baruch, Ethics Committee for District VIII, Middlesex Coun- elected state auditor has ogy Alliance … Youth mentor, Southwest Atlanta Corporate Finance, 1983 … New York University, ty Bar Association, Supreme Court of New Jersey … given him an in-depth Neighboring … Past board member, Courage for Do not watch TV 6 Member, New Jersey State Chamber of Commerce knowledge of government Youth Association … Founder and past board mem- Born 1956, New York City. Cornerstone Group … Chair, Audit Committee, Shi- finance and sound politi- ber, Uptown Rutland Business Association. cpatrendlines.com / @cpa_trendlines loh Baptist Church. Sports 6 cal skills. Both will come in handy as he takes Education: Harvard Business School Executive Edu- Education: Lehigh University, 1977, MBA; 1976, BS cation, 2012 … Okanagan University College, 1997. Business & Economics. over the standard-setter of the public sector Arleen Personal: Born Kelowna, B.C. … Married to Shane. Scandal 5 Personal: Born 1954, Washington, D.C. ... Married to at a time when public finances seem to be in Thomas Blog/Twitter: www.jenniferwarawa.com / Valerie ... One daughter. disarray at all levels. Senior vice president @jenniferwarawa Game of Thrones 4 Career Highlights: Chairman, GASB, 2013-present of management Jeffrey … State auditor, Iowa, 2003-2013 … Audit partner, Jill Ward accounting and KPMG, 1976-2001. Senior VP and global markets, Grey’s Anatomy 4 Thomson Other Affiliations: AICPA … AGA … GFOA … Iowa President and CEO, Society of CPAs … Past chair, National Association of general manager, State Boards of Accountancy Accounting As head of the team that runs the burgeoning True Blood 4 IMA Education: Upper Iowa University, 1976, BA Acctg. Professionals CGMA credential, Thomas is out in front of It’s been a busy year for Of 85 responses Personal: Born 1953, Iowa … Married. Division, Intuit Inc. the institute’s efforts to both boost its ser- the IMA’s Thomson, be- Twitter: @FAFNorwalk

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Intuit may have reorganized its Account- Master’s of Law in Taxation, 1991 … Case Western Jennifer BDO Seidman, 1997-1999 ... VP of sales and customer ing Professionals Division this summer, but Reserve University, MBA JD, 1987 … Emory Univer- services, State of the Art Inc., 1989-1995 ... Regional sity, BA, 1983. Wilson sales manager, Pro Systems Inc., 1984-1988. Ward remains committed to strengthening Personal: Born 1961, Scranton, Pa. … Married to Co-founder and Other A liations: Founding member, CPA Consul- the company’s relationships with the ac- Nancy … Four children. owner, Convergence tants’ Alliance ... Advisory Board, Bill.com … New counting profession. Twitter: @Mark_Weinberger Coaching Horizon Group … Chair, Education Committee, AAM Career Highlights: Vice president and general man- ... Association for Accounting Administration … CPA Outspoken and compel- ager, Accounting Professionals Division, Intuit Inc.; Mary Jo White Leadership Panel … Past chair, Tech Committee, ling, Wilson has been vice president, Accountant Central; vice president Chair, SEC AICPA; Workload Compression Task Force ... Ameri- and general manager, QuickBase; joined, 2001 ... making a point recently of “taking the gloves can Marketing Association ... Society for Human Re- While no one can say President, Telespectrum Customer Care … Senior o ” to speak and write openly about the is- source Management … AICPA ... Founding member vice president, Fidelity Investments ... Strategy con- how White feels about a sues that are driving young professionals and board member, Information Technology Alliance sultant and manager, Bain & Co. possible switch to IFRS, ... Board and youth leader, Episcopal Church. away from accounting, even as she works Education: Amos Tuck School, Dartmouth, 1998, it’s pretty clear that the Education: University of Nebraska, 2002, BS Market- MBA ... Wellesley College, BA. with clients to help them overcome those former federal prosecu- ing ... Landmark Education, Curriculum for Living very issues. (Leadership/Communications), 1995-1996. tor doesn’t like accounting fraud, and she’s Troy Waugh Career Highlights: Co-founder and owner, Conver- Personal: Born 1964, Hahn Air Force Base, Germany bee ng up the commission’s e orts to police CEO, The Rainmaker genceCoaching LLC, 2000-present ... Co-founder ... Married to Brian ...  ree daughters. and prevent it. and principal, Success Strategists, 1999-2000; 1995- Blog/Twitter: www.blog.convergencecoaching.com Companies Career Highlights: Chair, Securities and Exchange 1997 ... National director, Financial Solutions Group, / @JenLeeWilson In the course of teach- Commission, 2013-present … Chair, Litigation De- ing countless accounting partment, Debevoise & Plimpton, 2002-2013; litiga- firms how to build their tion partner, 1983-1990; associate, 1976-1978 … U.S. businesses, Waugh has Attorney for the Southern District of New York, 1993- 2002; acting U.S. attorney for the Eastern District, built quite a business himself, one that’s a 1992-1993;  rst assistant U.S. attorney; chief appel- leader in training, consulting and generally late attorney, Criminal Division; assistant U.S. attor- The T100 have spoken ... transforming the profession. ney for the Southern District, 1978-1981. And what they said, when we asked them to name their own choices for this list, Career Highlights: Chief executive o cer,  e Rain- Other A liations: Fellow, American College of Trial is pretty much the same thing they’ve said for several years now:  e president maker Companies LLC, 1991-present … Senior vice Lawyers; International College of Trial Lawyers … president, Jacques Miller, 1983-1991 ... CEO, Advan- Past board member, Nasdaq … Council on Foreign and chief executive o cer of the American Institute of CPAs, Barry Melancon, tage Companies, 1975-1983 ... Audit manager, Price Relations. is by far the most in uential person in accounting. And when we say “by far” Waterhouse, 1969-1975. Education: Columbia Law School, 1974, JD … New — well, the graph says it better than we could. Other A liations: Author, Leading an Accounting School for Social Research, 1971, MA Psychology … It’s been a busy year for Melancon and the institute, with the ongoing growth Firm; Power Up Your Pro ts; 101 Marketing Strate- College of William & Mary, 1970, BA. of their Chartered Global Management Accountant credential and the rollout of gies ... National Speakers Association. Personal: Born 1947, Kansas City, Mo. the Financial Reporting Framework for Small and Medium-Sized Enterprises, Education: University of Southern California, 1973, but it’s not just initiatives like that that make the In uential think Melancon MBA ... University of Tennessee, 1969, BS Acctg. Sandra Wiley is in uential: Most of those who named him cited his deep knowledge of the Personal: Born 1944, Savannah, Ga. ... Married ... Shareholder Two sons. where the profession stands now, and his insights into where it’s going. Blog: www.therainmakercompanies.com and COO, Maryland Association of CPAs chief Tom Hood was the second most fre- Boomer Consulting quently named person, for his constant, passionate e orts to lead accountants Mark Wiley’s background in in new directions. Hood lives in the future, and spends most of his time urging Weinberger HR may have made her a us all to join him there.  e usual roster of regulators and standard-setters were Global chairman natural to help the profes- also named, along with a brand-new standard-setter of sorts, Billy Atkinson, and CEO, EY sion tackle the tough talent issues it faces, the head of the brand-new Private Company Council at the Financial Account- Weinberger only took up but it’s her energy, insights and vision that ing Foundation, with a mandate to lead the charge to make  nancial reporting his post as global chief of have made her a leader. easier and more cost-e cient for private companies. Career Highlights: Shareholder and COO, Boomer EY in July, but he had a Consulting Inc., 1995-present … Vice president of year as CEO-elect to prepare him for the post human resources, FirstBank, 1989-1994 … Financial — and more than a decade in various senior analyst, First Interstate Bank, 1979-1988. positions across the rm before that. Other A liations: Author,  e Journey Ahead: A Career Highlights: Global chairman and chief ex- New Roadmap to Collaboration in Your Firm (Fall ecutive o cer, Ernst & Young, 2013-present; global 2013) ... Chair, CPA Consultants’ Alliance … AT Advi- chairman and CEO-elect, 2012-2013; global vice sory Group … Creator,  e CEO Advantage Program chair, tax, 2008-2013; Americas vice chair, tax, 2003- … Team member,  e Advisory Board … Past com- 2008; Americas deputy vice chairman, tax, 2002-2003 mittee member and marketing leader, Tech+ Confer- … Assistant Secretary of the Treasury, Tax Policy, ence Committee, AICPA … Guest lecturer, Kansas U.S. Department of Treasury, 2001-2002 … Partner, State University … Co-publisher, Performance3 … Board president and campaign chair, United Way Oldaker, Ryan & Leonard, 1995-1996 … Chief of sta , 59 16 12 10 8 7 7 6 6 5 5 5 5 President Bill Clinton’s Bipartisan Commission on of Riley County … Executive board member, Man- Entitlement and Tax Reform, 1994 … Chief tax and hattan High School Site Council … Board member, budget counsel, Senator John Danforth, R-Mo., Manhattan Crisis Center … Youth director, Trinity 1991-1994 … Manager, national tax, Ernst & Young, Presbyterian Church. 1987-1991. Education: Friends University, Wichita, Kan., 1990,

Ron Baker Other A liations: Board of directors, Catalyst Inc. BS Human Resources. Tom Hood Terri Polley Mark Koziel Jim Metzler Personal: Born 1960, Sta ord, Kan. … Married to James Doty Max Baucus …  e Tax Council …  e American Council for Billy Atkinson Lew Ferguson Mary Jo White Capital Formation … Bullis School … IIRC Council … Doug …  ree children. Russell Golden Barry Melancon Washington, D.C., Business Roundtable. Blog/Twitter: www.thinkplangrow.net / President Obama Education: Georgetown University Law Center, @sandrawiley Of 103 responses

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