Summit26 - Day 1 - In-Person

Wednesday, August 26, 2026, 8:30am - 5:10pm

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Availability

Registration Required

9 Courses

Donald E. Stephens Convention Center
5555 N River Rd, Rosemont, IL 60018

Aug 26, 2026 8:30 AM - 9:20 AM CT

Cost

Member: $425.00

Non-Member: $525.00

Retired: $318.75

Educator & Government & Non-Profit Member: $318.75

Credit Offered

8 CPE available

3.75 Con. Leg. Ed. (CLE) available

5 Cert. Fin. Pl. (CFP) available

3 Enrolled Agent available

View the full agenda on our landing page: Summit26 Details

After registering for Summit, navigate to the Content tab and select your preferred concurrent sessions.

Selecting sessions in advance will make completing your post-event evaluation faster and helps us plan and manage attendance for each session.

Wednesday | 8.26.26

8:30 am – 9:20 am | General Session

Inside What’s Shaping Today’s CPA Profession

AI driven transformation versus future workforce needs. Outside investment versus independence. Innovation versus regulation. Gain an insider's perspective as the Society's thought leaders share their insights on the issues, opportunities, and challenges driving the profession’s future. Learn how to connect the disconnects emerging in a rapidly evolving environment and strategically lead your teams, clients, and companies forward.

Geoffrey Brown, CAE – President and CEO, Illinois CPA Society

Mark W. Wolfgram, CPA, MST – Chairperson, Illinois CPA Society and Tax Director, Bel Brands USA Inc.

9:30 am – 10:20 am | Concurrent Sessions

FASB Update

Stay ahead of the latest accounting developments by exploring the Financial Accounting Standards Board’s (FASB) near-term priorities and projects. Review recently issued standards and understand their impact on financial reporting and disclosures.

Noah Antonneau, CPA – Manager, National Office - Accounting and Reporting Services, Deloitte & Touche LLP

Maintaining Ethical Objectivity and Independence

Independence challenges can arise in even the most routine client relationships. Hear cautionary tales of when lines were crossed, review guidance from the AICPA Code of Professional Conduct and Circular 230, and explore safeguards that help maintain objectivity and integrity.

Kathy A. Enstrom, MBA, EA, CFE – Director of Investigations, Moore Tax Law Group LLC
Lauren Darwit, JD – Attorney, Moore Tax Law Group LLC

Tax Incentives: Turning Complexity Into Opportunity

Navigate today’s evolving tax landscape and uncover strategic opportunities hidden within key federal tax incentives. Explore practical applications of R&D tax credits, renewable energy incentives, cost segregation, Sections 179D, and 45L, and other planning strategies that can deliver value and support firm growth.

Randy Crabtree, CPA – President, The Brainstorm Group

The Future of Tax Prep: Automation, AI, and the Evolving CPA Firm

Automation and AI are transforming tax preparation workflows, client expectations, and firm operations. Examine where technology creates efficiency, where human expertise remains essential, and how organizations can adapt to remain competitive.

Jaideep Singh – Co-Founder and CEO, FlyFin AI

10:35 am – 11:25 am | Concurrent Sessions

Auditing Update: Key Developments Shaping 2026

Stay current on the latest auditing developments impacting year-end audits, including SAS 146 and SAS 149. Gain insight into current AICPA Auditing Standards Board (ASB) projects and what they could mean for future audit standards and practice.

Melanie Barthel, CPA, CPCU – Partner, Johnson Lambert LLP

Built Differently: The Future of Leadership in the Accounting Profession

The accounting profession is evolving, yet many organizations still rely on leadership models that contribute to burnout, disengagement, and talent loss. Explore how vulnerable leadership, intentional culture design, and a people-first mindset can strengthen trust, improve engagement, and align accountability and performance to support sustainable growth.

Randy Crabtree, CPA – President, The Brainstorm Group

Not-for-Profit Tax Update

Stay current on key federal and state tax developments impacting tax-exempt organizations, including recent court decisions, IRS priorities, and compliance trends. Explore evolving standards for tax-exempt status, Form 990 redesign efforts, and group exemption rules, while gaining practical insights into how these changes impact governance, planning, and compliance.

Jess Wagener, CPA – Senior Manager, EY LLP

Unlocking New Revenue Opportunities for Independent CPAs

Discover practical, revenue-generating strategies to help independent CPAs expand services, deepen client relationships, and increase profitability. Learn how charitable giving strategies, life insurance planning, and investment credits can create new opportunities for client value.

Delante Greer, ChFEBC – Financial Planner, Opulentia LLC

11:35 am – 12:25 pm | Concurrent Sessions

Trends in Financial Crimes

Tax professionals are increasingly on the front lines of financial crime risk. Examine emerging tax-related financial crime trends, evolving federal enforcement priorities, and the practical red flags practitioners should recognize during client engagements.

Kathy A. Enstrom, MBA, EA, CFE – Chief Operating Officer and Director of Investigations, Moore Tax Law Group LLC

The CPA Advantage: Why Public Accounting Talent Is Driving Today’s Job Market

Sponsored by: Brilliant
Public accounting remains one of the profession’s most valuable training grounds, but the expectations and opportunities it creates are evolving. Explore how employers value public accounting experience today, why those skills are so transferable, and how to position yourself for future career opportunities.

Doug Lowery – Chief Revenue Officer, Brilliant

Tax Deferred Risk Mitigation of Business: Understanding the 831 (b) Tax Code

Sponsored by: SRA 831(b) Admin
Review IRC 831(b) micro-captive insurance, including its legislative history, qualification requirements, tax and accounting implications, investment guidelines, and IRS enforcement actions. Learn how to evaluate opportunities and risks, identify compliant plan structures, and position yourself as a trusted advisor in this increasingly important area of tax planning.

Peter Dawson - Tax Attorney and Advisor, SRA 831(b) Admin

AI Adoption Paradox: Why We Struggle to Scale AI

AI adoption in accounting is no longer about awareness—it’s about execution. Examine why many organizations remain stuck in pilot programs instead of achieving meaningful business impact. Learn how those leading the way are redesigning workflows, overcoming resistance, and building AI-ready teams.

Varun Jain, CPA, CMA – Founder and CEO, Miles Masterclass

1:10 pm – 2:00 pm | Concurrent Sessions

Beyond Compliance: NFP Accounting and Auditing in 2026

Stay current on the developments shaping the not-for-profit sector, including emerging accounting standards and recently issued auditing guidance. Gain practical insights into implementation challenges and best practices to strengthen compliance and financial reporting.

Paul Preziotti, CPA – Partner, Johnson Lambert LLP

Junk Drawer Leadership: Clear the Clutter and Lead With Purpose

Strong leaders regularly reassess the tools, habits, and assumptions shaping how they lead. Use a structured self-assessment to evaluate what’s working, identify what’s outdated, and develop a more intentional and adaptable leadership approach.

Jason Wyatt – CEO and Founder, 1LEAD

The U.S. Cannabis Industry: Growth, Regulation, and Reality

Hear from leaders at one of the cannabis industry’s leading publicly traded multi-state operators for a timely update. Gain a high-level overview of the evolving regulatory landscape and the key trends shaping the industry today.

Aaron Miles – Chief Investment Officer, Verano Holdings Corp.

Rich Tarapchak, CPA – Chief Financial Officer and Corporate Controller, Verano Holdings Corp.

AI-Enhanced Spreadsheet Transformation for Accountants

See how AI tools can enhance everyday workflows, streamline complex spreadsheet processes, and transform existing Excel workbooks into dynamic and interactive web applications for everything from tax calculations to client deliverables.

James Harmon – AI Consultant, XoSelf AI

2:10 pm – 3:00 pm | Concurrent Sessions

Between the Books and the Mission: Audit Culture and NFP Realities

Examine how regulatory and donor-driven requirements shape not-for-profit operations, funding decisions, and the balance between mission integrity and financial accountability. Explore how auditors can better partner with organizations to support more effective, collaborative outcomes.

Ruth O. Udoh – Donor Relations Assistant, Northern Illinois University Foundation

(REMOTE PRESENTER)

The Human Factor: Why Smart People Miscommunicate, Misjudge, and Make Bad Decisions

Explore the hidden forces that shape communication, behavior, judgment, and decision-making. Discover why people often react unpredictably, how environments influence outcomes, and why even highly intelligent professionals can make poor decisions under pressure.
Adam J. San Juan – Managing Director, RWS Retirement and Wealth Strategies

SALT Update

Identify the key sales and use tax trends shaping compliance and audit risk in 2026. Discover practical strategies for managing multistate exposure, controlling costs, and identifying recovery opportunities.

Bill Flick – Managing Director, EisnerAmper

Robert T. Tighe, CPA, MST, CVA – Partner in Charge-Chicago Northwest, EisnerAmper

AI Cyber Threats in 2026: The SMB Security Playbook

Cybercriminals are using increasingly sophisticated tactics, creating new cybersecurity and governance risks for organizations of all sizes. Examine emerging threats, practical safeguards, and evolving approaches to securing AI systems and business data.

Jerry Irvine, CISSP, CISM, CeH, CISA, CRISC, GICSP, CGEIT, CASP, CBCP, CIPT, ITIL, CNE, MCSE, CCNA, CCNP, CCDA, CCDP – CIO and Partner, Prescient Solutions

3:15 pm – 4:05 pm | Concurrent Sessions

Becoming a More Effective Board Member

Review key board responsibilities and fiduciary duties, including policy oversight, conflicts of interest, and confidentiality safeguards. Explore the board and CEO relationship, along with the role of forensic audits in organizational oversight and accountability.

Larry H. James – Managing Partner, Amundsen Davis Law

The Pattern Series: How Silence is Manufactured and What to Do About It

Uncover the patterns that suppress feedback, discourage healthy disagreement, and erode trust and collaboration. Discover practical ways to respond without shrinking, escalating, or sacrificing dignity when conflict enters the room.

Adam J. San Juan – Managing Director, RWS Retirement and Wealth Strategies

Inside the Latest SSTS Updates

CPAs must adhere to the AICPA Code of Professional Conduct and the Statements on Standards for Tax Services (SSTSs), including updated guidance on technology use and protecting client data. Explore how technology can improve efficiency while maintaining professional judgment, ethical responsibilities, and data security.

Luis V. Plascencia, CPA, MST – Principal, Luis V. Plascencia, CPA

Let's Taco Bout Relationships and Service

Define the client experience lifecycle and explore the role human connection plays in business success. Develop practical strategies to strengthen relationships, build trust, create meaningful experiences, and drive long-term loyalty.

Stephanie Z. Gandsey – Founder, Leadership Extension Consulting

4:20 pm – 5:10 pm | General Session

Structuring Your Team for Success: Talent, Culture, and Capability

AI is reshaping what high-performing teams look like—changing leadership expectations, workforce structures, and the skills needed to succeed. Unpack how to build talent strategies, development paths, and cultures that thrive in an AI-augmented business environment.

Valeria Gutowski, CPA – SVP Finance & Chief Accounting Officer, Norstella

Geoffrey Brown

Geoffrey ‘Geof’ Brown, CAE, is president and CEO of the Illinois CPA Society (ICPAS), one of the largest state CPA societies in the nation. Brown also serves as president and CEO of CPAs for the Public Interest and ex-officio board member of the CPA Endowment Fund of Illinois.

A seasoned certified association executive (CAE), Brown has more than 20 years of experience as an association professional. Before joining ICPAS in 2022, he served as CEO of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading professional association of fee-only financial advisors, for nine years. Prior to NAPFA, Brown was an account executive with Sentergroup, an association manager at SmithBucklin Corporation, and held multiple positions with North-American Interfraternity Conference.

Brown served as the board chair for Association Forum and is an active member. He is also an active member in the American Society of Association Executives and is a board member for the AIDS Foundation of Chicago and the Association of Fraternal Leadership & Values. Brown earned his bachelor’s degree in government and politics from the University of Maryland.

Mark Wolfgram

Mark Wolfgram, CPA
Mark Wolfgram is the US Tax Director for Group Bel, a global leader in the healthy snacking market with iconic brands such as Mini Babybel, The Laughing Cow, GoGo Squeeze, Boursin, and more. Mark joined Bel in 2013 after nearly ten years at top-10 public accounting firms. Mark is currently the 2026-2027 Chairperson of the Illinois CPA Society Board of Directors and a member of Illinois’s delegation on the AICPA Council. Mark lives in Aurora (14th District) with his wife Kristin and children.

Noah Antonneau

Noah is an Audit & Assurance manager at Deloitte & Touche LLP (“Deloitte”) with six years of experience in public accounting. He is currently serving a two-year management development rotation in Deloitte’s National Office – Accounting and Reporting Services group. In this role, Noah focuses on technical accounting and financial reporting consultations, with an emphasis on matters related to revenue, derivatives and hedging, and financial instruments. Prior to his current role in National Office, Noah was in a client-facing role in the Audit & Assurance business, serving companies in the financial services industry. Noah is a licensed Certified Public Accountant in the state of Illinois. He holds bachelor’s and master’s degrees in Accounting from Miami University in Oxford, Ohio. Noah started his career in the Milwaukee office in 2019, then transferred to the Chicago office in 2021, where he remains while serving in his National Office role.

Kathy Enstrom

Kathy is the Chief Operating Officer and Director of Investigations for the Moore Tax Law Group based in Chicago and New York. She assists clients facing governmental investigations and civil matters involving all manner of alleged tax fraud and white collar fraud. Kathy Enstrom began her career as a Special Agent with IRS Criminal Investigation (CI) in 1995. In this role she investigated numerous complex federal tax and financial crimes cases. She was promoted into management in 2005 and eventually rose to the executive level. Kathy departed CI in 2021, and her time in federal law enforcement concluded with her role as Chicago’s Special Agent in Charge of FDIC-Office of Inspector General.

Lauren Darwit

Lauren represents individuals and businesses in administrative tax disputes and in tax litigation. Before joining Moore Tax Law Group, Lauren was a Trial Attorney at the U.S. Department of Justice, Tax Division in Washington, DC. While at the DOJ, Lauren litigated tax cases in district courts nationwide involving complex tax shelter promoter penalties and injunctions, return preparer injunctions, summons enforcement, tax refunds, FBAR penalties, and a variety of other issues. Lauren has significant experience with high-stakes tax disputes, having represented the United States in many cases involving issues of first impression. Lauren received multiple awards while at the DOJ, including the Attorney General’s Award for Fraud Prevention and Special Commendation Awards from the Tax Division. Before she worked at the DOJ, Lauren advised businesses on tax planning and compliance at a Big Four accounting firm. Lauren has been recognized by Best Lawyers: Ones to Watch for her work in tax litigation and controversy. Lauren is actively involved in the American Bar Association Section of Taxation, where she serves on the executive subcommittee of the Women in Tax Forum and the Civil Penalties subcommittee. Lauren is a frequent speaker on topics relevant to federal tax practitioners and has written articles about discovery disputes in tax litigation, expert discovery in tax litigation, and the employee retention credit. Lauren is passionate about pro bono work and has represented clients in disputes involving issues ranging from tax to housing conditions.

Randy Crabtree

Randy Crabtree, CPA is a nationally recognized keynote speaker, entrepreneur, and three-time honoree of Accounting Today’s Top 100 Most Influential People in Accounting (2023, 2024, 2025). He is also Co-Founder and Partner of Tri-Merit Specialty Tax Professionals, a firm recognized on the Inc. 5000 Fastest-Growing Private Companies in America list for three consecutive years (2022, 2023, 2024). Randy is the host of The Unique CPA podcast and the founder of the Bridging the Gap Conference, one of the fastest-growing accounting community events focused on innovation, leadership, technology, and building firms where people thrive. A dynamic speaker known for blending technical expertise with authentic storytelling, Randy delivers sessions ranging from advanced tax incentives and specialty credits to culture transformation, vulnerable leadership, burnout prevention, and sustainable firm growth. Drawing from his own leadership journey and personal experiences, he challenges firm leaders to build people-first organizations where wellness and results go hand in hand.

Jaideep Singh

Jaideep is the Co-founder & CEO of FlyFin AI: 20 years of experience in building AI companies, proven track record of creating successful startups that have created over $3 Billion in value. Passionate about combining AI/ML with CPAs to build a game-changing tax solution. BS and MS in Computer Engineering University of Arizona, MBA from the Wharton School.

Melanie Barthel

Melanie Barthel, CPA, CPCU, is a Partner with Johnson Lambert, a multi-office, niche-focused firm that provides audit, tax, and consulting services to insurance entities, nonprofits, and employee benefit plans. Melanie oversees planning and directing all aspects of audit fieldwork and financial statement preparation for audits. She has extensive knowledge of Generally Accepted Accounting Principles (GAAP) and Statements of Statutory Accounting Principles (SSAP), as well as experience performing audits under GAAS. Melanie’s involvement in the accounting industry augments her expertise, as she is an active member of the AICPA, the Insurance Accounting and Systems Association, and the Illinois Society of CPAs. Melanie also serves on the AICPA Private Companies Practice Section (PCPS) Technical Issues Committee as well as the ASB Audit Evidence/Risk Response/Technology Task Force. She received her Bachelor of Science in accounting from North Carolina State University as well as her Master of Accountancy from the University of Notre Dame.

Jess Wagener

Jess Wagener, CPA, is a Senior Manager in EY’s National Exempt Organization Tax Services practice, where she advises tax‑exempt organizations on complex tax compliance and consulting matters. With more than 15 years of public accounting experience, she specializes in serving healthcare organizations, large public charities, pension trusts, and related tax‑exempt and for‑profit entities. Her work includes federal, state, and foreign tax compliance, UBTI and supporting organization issues, audit‑related tax services, and advising institutional investors on the tax implications of alternative investments. Jess holds a B.S. in Business Administration (Accounting) from Marquette University and is a member of the American Institute of Certified Public Accountants.

Delante Greer

Delante Greer is a financial planner and Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) with Opulentia. Based in Chicago and frequently working from the firm’s Hunt Valley office, he serves clients nationwide—specializing in retirement planning, income protection, and tax-efficient wealth strategies for high-earning professionals and federal employees. Delante’s path to financial planning began as a client of Opulentia. That personal experience, coupled with his background in law enforcement, shaped his appreciation for intentional planning and the importance of expert guidance during life’s pivotal transitions. While serving as a police officer, Delante founded a nonprofit focused on financial literacy, igniting his passion for education and equitable access. Today, he channels that passion through initiatives like Modern Matrimoney, where he helps couples align their financial goals, and the Alternative Career in Sports Academy, supporting athletes and their families as they navigate career transitions and long-term planning. Beyond his advisory role, Delante serves as Committee Chair for the Lake County Estate Planning Council and is a board member of AWK & Associates, a firm that strengthens the financial operations and strategic planning of medical professionals. His financial insights have been featured in Entrepreneur, TEDx, the Illinois CPA Society, and the University of Arizona’s Eller College of Management. In 2024, he was named a ThinkAdvisor Luminaries Winner and received the Men of Excellence Award from the Black Professionals Network. Delante earned his bachelor’s degree from Eastern Illinois University and is currently pursuing his Certified Financial Planner™ designation through Northwestern University. He is dedicated to helping clients live with confidence, give with purpose, and build a legacy that reflects what matters most.

Doug Lowery

Doug Lowery was one of the original five founders of Brilliant in 2009 and returned to the company in 2023 as Chief Revenue Officer, where he drives business development and customer success. Doug’s career began at Arthur Andersen where he spent five years in the Audit and Advisory practice. His clients included manufacturing, technology, healthcare and power companies. In 2002, he moved to recruiting where he focused on permanent placement offerings for accounting, tax and audit roles at Brilliant.Most recently before rejoining Brilliant, Doug was the lead sales executive for Crowe LLP in the Chicagoland market. Prior to Brilliant, Doug’s career began at Arthur Andersen where he spent five years in the Audit and Advisory practice. His clients included manufacturing, technology, healthcare and power companies. In 2002, he began his career in recruiting where he focused on permanent placement offerings for accounting, tax and audit roles. He joined Jim Wong who is a current board member and co-founder of Brilliant at a Chicago-based search firm in 2004 where he became the Area Managing Director of Perm in Chicagoland. Doug’s previous role at Brilliant was as leader of all permanent placement solutions along with business development responsibilities. Doug was instrumental in driving the explosive growth of Brilliant between 2009 and 2018. Doug believes that growth of a business is based on building deep customer relationships and trust. The most successful business development individuals are those that become a true partner to the client and they are always an honest and thoughtful advisor. Doug has a passion for the people business and views his role as simply finding great people, finding companies that need great people, and making the introduction between the two. Doug is the embodiment of Brilliant’s mission to ‘Make People’s Lives Better’.

Peter Dawson

Peter’s passion is creating, building and helping businesses run successfully. He has spent his career working with business owners and helping them mitigate the numerous risks confronting them in growing and preserving their wealth. After graduating from Creighton University School of Law with a Certificate in Business and Tax Planning, Peter entered the financial services industry and has been in the industry ever since. While in the industry he has been: a partner at a boutique independent RIA and private equity firm in Kansas City, served as a regional VP for a mid-sized life insurance company in the Midwest, received a certificate in Special-Needs Planning from The American College in Bryn Mawr, Pennsylvania, and worked with numerous high net worth clients in various industries helping them mitigate tax, financial, and liability risks. Peter has worked with several different private equity groups to secure funding for projects as diverse as a calcium mine in the Dominican Republic, to investing in a cancer protocol, to housing projects. His philosophy is: if we can understand the risks and know how we will make the project work financially then we will invest the time and resources needed to bring the project to fruition. Some of his career highlights: Secured financing for several large multi-family housing projects in the Kansas City Metro. Helped secure funding for an alternative cancer protocol. Facilitated the purchase and sale of numerous businesses and medical practices across the United States. Worked with numerous business owners helping them with asset protection, wealth preservation and growth, avoiding losses and mitigating taxes. Prior to entering law school he graduated from Utah State University with a degree in Political Science and worked for lobbying firms in Washington D.C. and Salt Lake City, Utah.

Varun Jain

Varun Jain, CPA, CMA, is the Founder and CEO of Miles Masterclass. An alumnus of Harvard Business School with prior experience at Deloitte and Morgan Stanley, Varun has spent over 14 years training 70,000+ accountants globally. He is focused on transforming the profession by making accountants AI-ready through engaging, practitioner-led learning experiences.

Paul Preziotti

Paul Preziotti, CPA
Partner

Johnson Lambert LLP

Vienna, VA

ppreziotti@johnsonlambert.com

www.johnsonlambert.com

Paul Preziotti, CPA, is a Partner for the multi-office CPA firm, Johnson Lambert LLP. He is responsible for providing audit and consulting services to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations.

A graduate of the University of Maryland, Paul holds both a Bachelor of Science in Accounting and a Bachelor of Science in International Business. He joined Johnson Lambert LLP immediately after graduation.

Paul is a frequent speaker on audit and accounting topics at various industry conferences and seminars. He is a distinguished alumnus of the AICPA Leadership Academy, an honor bestowed on fewer than 40 individuals nationally each year. In recognition of his contributions to the growth and enhancement of the accounting profession, he received the GWSCPA’s 2018 Outstanding Member in Public Practice Award.

He holds several prominent leadership roles, currently serving as the Chair of the AICPA’s Not-for-Profit Advisory Council and is a past chair of the GWSCPA’s Nonprofit Finance & Accounting Symposium. Additionally, Paul is actively involved in community service, serving as the Treasurer for St. John’s Community Services, Vice President & President Elect for the GWSCPA, a Finance Committee member for United Way of San Diego County, and a member of the governance structure for the Radiation Effects Research Foundation.

Selected Professional Appearances: Webinar: “Not-For-Profit Accounting and Auditing Update” (Johnson Lambert LLP) (November 2012), “Webinar: “Circular A-133 Audits for Nonprofits Receiving Grants” (Strafford Publications) (March 2013), Webinar: “OMB Super Circular and 2014 Compliance Supplement” (Johnson Lambert LLP) (October 2014), "Webinar: “FBO Huddle: Not-for-Profit Financial Reporting for Non-Finance Professionals” (ASAE) (November 2014), "Webinar: “Tax Reform Act of 2014” (Johnson Lambert LLP) (February 2015), "Webinar: “Partner Up: Employee Benefit Plan Operational Considerations” (Johnson Lambert LLP) (May 2015), “Mistakes that Even “Clean” Clients Make” (2015 GWSCPA Nonprofit Symposium) (December 2015), “Partner Up: Employee Benefit Plan Operational Considerations” (2016 GWSCPA EBP Conference) (May 2016). “Good Governance: Lessons Learned and Tips for Future Progress” (2016 ASAE FHRBOC) (May 2016) "Target - Advertising” (2016 NCACPA Not-for-Profit Conference) (May 2016), “Not-For-Profit Governance - Answer the Tough Questions” (2016 AFBF Staff Institute) (August 2016), “Implications of Cloud Computing” (2016 ASAE Annual Meeting) (August 2016), “Not-For-Profit Financial Reporting Project” (2016 American Farm Bureau Federation A3 Conference) (September 2016), “Managing Your Organization's Budget - Tips You Can Use” (Center for Nonprofit Advancement)(November 2016), “Affinity Programs – How to Successfully Manage Operational and Accounting Considerations”(GWSCPA NFP Symposium)(December 2016), “Auditing Benefit Plans” (GWSCPA Seminar) (May 2017) “Not-For-Profit Financial Reporting Project” (2017 NCACPA Not-for-Profit Conference) (May 2017), “2017 Not-For-Profit Accounting and Auditing Update” (2017 Not-for-Profit Advanced Accounting & Uniform Guidance Conference) (June 2017) “Change is Coming - Get Ready for New Nonprofit Financial Reporting Standards” (Nonprofit Finance Summit) (September 2017)”Right Sizing Internal Controls for Nonprofit Organizations” (NCACPA Fraud Conference) (October 2017) “Nonprofit Accounting Update” (NCACPA Symposium)(November 2017), “Essential Financial Messaging” (Center for Nonprofit Advancement) (January 2018) Webinar: “Nonprofit Financial Reporting Implementation - A Deep Dive” (Johnson Lambert LLP) (March 2018), “Managing Your Organization's Budget - Tips You Can Use” (Center for Nonprofit Advancement)(May 2018) “Not-For-Profit Financial Reporting - Let’s Get Ready to Implement” (2018 NCACPA Not-for-Profit Conference)(May 2018) “Revenue Recognition - Dive In” (2018 ILCPAs Not-for-Profit Advanced Accounting & Uniform Guidance Conference) (June 2018) “Effective Financial Communications for Fiduciary Oversight” (ASAE Annual Meeting) (August 2018)“Essential Financial Messaging” (Maryland Nonprofits Annual Conference) (October 2018) “Deep Dive - Board Communication” (ICPAS 2018 Not-for-Profit Pre-Conference) (November 2018) “Enhancing Fiscal and Financial Sustainability” (GWSCPA Nonprofit Symposium) (November 2018) “Communicate Better - Essential Financial Messaging to Boards” (ICPAS Not-for-Profit Conference) (November 2018), ”Revenue Recognition” (NCACPA Not-for-Profit Conference) (May 2019) “Leases: Implementation” (AICPA Nonprofit Conference) (June 2019) “Nonprofit Audit Risk Alert” (AICPA Nonprofit Conference) (June 2019) “Revenue Recognition - Dive In” (2019 ILCPAs Not-for-Profit Advanced Accounting & Uniform Guidance Conference) (June 2019), Enhancing Fiscal and Financial Sustainability - 2019 Maryland Nonprofits and MARFY Annual Conference (October 2019), Accounting for Grants and Contributions (ASU 2018-08) - BBCon - (October 2019), Enhancing Audit and Finance Committee Effectiveness - GWSCPA Nonprofit Symposium - (December 2019), “Something Old, Something New - Roles of Board and Management”, GWSCPA Nonprofit Section (February 2020), “Leases: Practical Guide to Topic 842” - AICPA Not-for-Profit Industry Conference (June 2020), “Don't You Forget....About These Accounting Standards!” - AICPA Not-for-Profit Industry Conference (June 2020), “Risk Profile Has Changed” - 2020 Maryland Nonprofits and MARFY Annual Conference (October 2020), “Don't Lease Your Understanding...Own it!”, AICPA Webinar (March 2022), “ Statement of Functional Expenses: GAAP vs Tax Reporting”, AICPA Nonprofit Industry Conference (June 2022), “Leases (FASB ASU 2016-02) Overview”, AICPA Governmental and Nonprofit Training (October 2022), “Key Considerations for Board Governance in a Changing Environment”, GWSCPA Nonprofit Symposium (December 2022), “Difficult Budget and Financial Considerations”, Nonprofit Legal, Finance and Grants Conference (April 2023), “Keeping the Focus on Financial Health, Sustainability, and Operating Reserves”

Jason Wyatt

Jason Wyatt is a transformational leadership expert, speaker, and the founder of 1LEAD, a leadership development firm focused on helping organizations turn strategy into execution. With more than 20 years of corporate leadership experience, Jason works with leaders who are ready to move beyond ideas and build the systems required for consistent results. Jason is the creator of the Leadership Execution Framework (LEF), a practical approach designed to close the gap between vision and performance. LEF helps executive teams clarify decision ownership, strengthen operating rhythms, and align leadership behaviors with organizational priorities, reducing friction, improving execution, and creating scalable leadership systems. A Maxwell Leadership Certified Team Member, 10X Coach, and Working Genius Facilitator, Jason combines proven leadership principles with real-world application. His work equips leaders at every level with tools that drive clarity, accountability, and measurable outcomes. His results-focused style has earned the trust of C-suite executives, HR professionals, and growth-oriented organizations across multiple industries. Jason is also the author of Junk Drawer Leadership: 9 Insanely Powerful Tools for Decluttering Team Potential, a book that reflects his belief that effective leadership does not have to be complex—just intentional, structured, and consistently applied. Whether delivering a keynote, facilitating a leadership workshop, or coaching executives one-on-one, Jason’s mission remains constant: help leaders build clarity, execute with confidence, and lead organizations that perform at the level their strategy demands.

Aaron Miles

Aaron Miles serves as Chief Investment Officer of Verano Holdings (Cboe CA: VRNO) (OTCQX:VRNO), a leading, vertically integrated, U.S. multi-state cannabis company. As one of the largest cannabis companies in the nation, Verano has active operations across 13 states that include 15 cultivation and production facilities and more than 160 dispensaries that operate under the company’s flagship Zen Leaf and MÜV banners. Over the course of his more than 20 years of financial and capital markets experience, Mr. Miles has served in leadership roles across a variety of Fortune 500 companies and industries. His background and expertise spans investor relations, corporate development, treasury and communication roles in large and diversified corporations that include Abbott Laboratories, CME Group, Navigant, Tribune Publishing Company, the New York Stock Exchange, and most recently, Cresco Labs. Among his many accomplishments, Mr. Miles has distinguished himself as a cannabis industryleader in the financial and investor relations space, having notably assisted in taking both Cresco Labs and Verano Holdings public on the Canadian Securities Exchange in 2018 and 2021, respectively. In his current role as Chief Investment Officer, Mr. Miles serves as a member of Verano’s executive leadership team and is active in leading the company’s capital markets and investor relations activities. A native of Michigan, Mr. Miles graduated from Central Michigan University with a Bachelor of Science degree in Economics and obtained his Master of Science in Finance from Walsh College. He is based in the company’s Chicago headquarters.

Richard Tarapchak

Rich Tarapchak serves as Chief Financial Officer of Verano Holdings (Cboe CA: VRNO) (OTCQX: VRNO), a leading, vertically integrated, U.S. multi-state cannabis company. As one of the largest cannabis companies in the nation, Verano has active operations across 13 states that include 15 cultivation and production facilities and more than 160 dispensaries. As CFO and a member of Verano’s executive leadership team, Mr. Tarapchak is a seasoned financial executive with over three decades of experience, and oversees all financial and accounting operations, strategic financial planning, and information technology for the Company. He joined Verano in July of 2022 as Executive Vice President, Finance and Corporate Controller and Principal Accounting Officer, and was subsequently promoted to Chief Financial Officer in April of 2025. Under his tenure as Chief Financial Officer, Verano has streamlined and improved its financial reporting capabilities, and completed strategic initiatives in preparation for a potential entry into the U.S. markets, including redomiciling the Company from Canada to the U.S., and delivering ongoing improvements to the Company’s balance sheet and cost of capital. Prior to joining Verano, Mr. Tarapchak held a variety of accounting and finance leadership positions across a diverse set of industries. His extensive experience includes serving as Vice President, Corporate Controller and Chief Accounting Officer of II-VI Incorporated; Corporate Controller of Reynolds Group Holdings Limited; Chief Financial Officer of National Material L.P.; and several positions at Navistar International Corporation, including, most recently, Senior Vice President and Corporate Controller. Mr. Tarapchak earned a business administration degree from Wittenberg University in 1987 and an MBA in finance and accounting from Ohio State University in 1992. In addition, he is a certified public accountant, and serves on the board of the Illinois CPA Society and the Governing Council for the AICPA. He is based in the Company’s Chicago headquarters.

James Harmon

James Harmon is the founder of XoSelf AI, an AI consulting and training firm based in the Greater Chicago area. He is the author of Claude Code: The Unofficial Guide and specializes in helping professional services firms integrate AI tools like Claude.ai, ChatGPT, and Claude Code into their daily workflows. With a background in software engineering and a degree in Computer Science from the University of Illinois at Urbana-Champaign, James brings decades of technology experience to his work with accounting firms, engineering organizations, and other professional services businesses across Illinois. He has delivered AI training for various organizations around the country include Microsoft, LinkedIn and State Farm Insurance. James takes a practical, hands-on approach to AI adoption. Rather than abstract theory, his sessions focus on real tools professionals can start using immediately -- from automating document review and data analysis to streamlining client communications and internal workflows. He understands the unique concerns of regulated industries, including data privacy, accuracy, and the importance of professional judgment in an AI-assisted environment. As the organizer of the Naperville AI Enthusiast Meetup, James has built a growing community of professionals exploring AI applications across industries. He also created SparkyBot, an open-source suite of AI-powered productivity tools designed for consultants and small businesses. James is passionate about making AI accessible to professionals who may not have a technical background. He believes the firms that thrive in the coming years will be those that embrace AI as a tool to enhance -- not replace -- the expertise their clients depend on. His goal at Summit 2026 is to give Illinois CPAs the confidence and practical skills to start leveraging AI in their practices right away.

Ruth Udoh

Adam San Juan

Adam J. San Juan is a Financial Advisor and Managing Director of Retirement Plan Services with RWS Retirement & Wealth Strategies. He advises business owners and organizations on retirement plan strategy, leadership decision-making, and the human dynamics that shape professional outcomes. Adam is the author of The Human Series, including What Are You Looking At?, What Am I Doing Here?, and What Was I Thinking?, a body of work that explores how people communicate, connect, and make decisions under pressure. His writing and speaking focus on practical frameworks for handling conflict, navigating complex environments, and leading effectively when conditions are less than ideal. Adam regularly speaks to professional and executive audiences on leadership, communication, and collaboration, helping individuals and teams better understand the human factors that influence performance and culture.

Bill Flick

Bill Flick is a Managing Director in the firm's State and Local Tax (SALT) practice, focusing on indirect (sales and use) tax and leads the firm’s Malvern, PA office. With over 30 years of experience in the sales tax recovery and sales tax audit representation industry, Bill has established himself as an expert in his field. In his current role at EA, Bill leverages his deep expertise to drive the SALT practice forward. Bill's comprehensive understanding of sales and use tax issues, combined with his strategic approach to client service and relationship management, make him an invaluable asset to his clients. His excellent communication skills and ability to build and maintain strong client relationships have been pivotal in addressing client needs and concerns effectively. Furthermore, Bill is recognized for his strong writing and oral skills, having presented on various sales tax and cost recovery topics to professional organizations and groups. His presentations are known for their clarity, depth of knowledge, and practical insights, which have made him a sought-after speaker in his industry. Before joining the firm, Bill founded FM Cost Containment, a national cost containment firm that provided specialized consulting services in sales and use tax, real estate tax, and cost segregation. His client portfolio ranged from privately held mid-sized companies to Fortune 500 companies, encompassing a variety of sectors such as healthcare, pharmaceuticals, manufacturing, financial services, insurance, hospitality, sports entertainment, retail, and gaming. Bill's career also includes significant roles such as Vice President of a national sales and use tax consulting firm and Director at a Big 4 Accounting Firm.

Robert Tighe

Robert T. Tighe is the Partner-in-Charge of the Firm’s Chicago Northwest office. With more than 25 years of experience in the industry, Bob brings deep expertise in accounting, general business planning, and tax consulting for middle-market and closely held businesses as well as high-net-worth individuals. He primarily specializes in providing services related to tax and business structuring and compliance, succession planning and mergers and acquisitions, and he predominantly serves non-profit, construction, and manufacturing and distribution industries. With extensive knowledge of tax planning and streamlining accounting processes, Bob has consistently helped clients reduce their tax liabilities by structuring new tax entities and handling a wide range of complex tax filings, including C corporations, S corporations, partnerships, trusts, non-profits, and individual returns. Bob has also served as an internal CFO/Controller for numerous clients, leveraging his in-depth knowledge of accounting systems like QuickBooks and his skill in growing companies. His hands-on approach has empowered many businesses to streamline their internal accounting processes, enabling them to manage most financial functions in-house with confidence. Bob is actively involved in his community, using his expertise in non-profit accounting and auditing to support multiple local youth, religious, and patriotic organizations, where he serves on multiple boards. In these roles, and in previous ones, he has played a key part in managing the financial decisions of multi-million-dollar organizations, offering guidance on budgeting and long-term planning. Furthermore, Bob has taught the MBA Financial Accounting course at Concordia University Chicago and the MSA Taxation course at Dominican University. He is also a former member of the Illinois CPA Societies Governmental Report Review Board.

Jerry Irvine

Jerry N Irvine CIO Prescient Solutions As CIO for Prescient Solutions, a nationwide IT outsourcer, Irvine provides strategic direction for all clients, overseeing product innovation and implementation aimed at minimizing IT resources and reducing costs. He has been deeply involved with the IT industry since 1987. His experience includes the creation, development, and management of IT, with extensive work in the design, implementation, and security of IT infrastructure and servers, and LAN / WAN / Wireless / VPN network architecture, as well as systems and network security and communications protocol analysis. Since then, Irvine has filled MIS and CIO positions at multiple facilities and has managed hundreds of technicians and thousands of devices. He has led multiple project teams, such as one of the largest Microsoft Directory migration projects ever. From 2008 - 2017, Irvine was a member of the US Chamber of Commerce’s Cybersecurity Working Group. This task force is responsible for advising federal decision-makers on cybersecurity policy and sharing best practices related to this urgent and ongoing need. From June 2015 to 2017, Irvine sat on the U.S. Chamber of Commerce Cybersecurity Leadership Council, a group of professionals that had come together to promote cybersecurity policy. Irvine is currently involved in the Chicago Chapters of the US Secret Service’s Electronic Crimes Task Force (ECTF), FBI InfraGard, and IT-ISAC. His expertise on cybersecurity has been featured in several national and industry publications, including ABC News, NBC News, FOX Chicago News, WGN TV/ Radio, WBBM Radio, The Wall Street Journal, The New York Times, Chicago Tribune, CIO Magazine, Forbes, and Wired magazine. For more information: http://www.prescientsolutions.com/

Larry James

Larry has been at the heart of the Columbus business, legal, civic, and political scene for the last four decades. He is a respected litigator, as well as an advisor to local and national leaders. Larry’s clients see him as a true advocate and business partner. Larry has served as the NFOP General Counsel since 2001 and serves as general counsel for various entities, working with clients to navigate Ohio’s administrative agencies and their complex rules and regulations. While Larry has gained a wealth of legal experience in his 46 years of practice, his main focus is on business and corporate law, as well as general liability defense and employment matters.

Larry’s leadership in arts advocacy and civil rights has led him to be recognized with numerous awards over the years. In 2024 Larry James was honored as a recipient of the James Preston Poindexter Award during the Columbus City Council's annual Black History Month Celebration. The award recognizes those who have established a legacy in Columbus by improving the city and ultimately enhancing the lives of others. He was also honored with the Steve McClure Service Award in 2024 by the Franklin County Treasurer’s Office and Franklin County Court of Common Pleas General Division in recognition of his many accomplishments in leadership and service.

Luis Plascencia

Luis Plascencia is a Certified Public Accountant (CPA) licensed in Illinois. His firm specializes in IRS Representation Services and Financial Statement Services to small businesses to mid-size businesses and non-profit organizations. Mr. Plascencia was a member of the faculty at City Colleges of Chicago for 19 years, where he taught accounting and tax classes. Luis is the current Chairperson of the Illinois CPA Society (ICPAS) Legislators Tax Guide Task Force and previously served as the Chairperson of the ICPAS Tax Practice and Procedures Committee. Mr. Plascencia has served on multiple ICPAS Committees and American Institute of Certified Public Accountants (AICPA) Committees. Mr. Plascencia currently serves on the state board of accountancy, Illinois Board of Examiners. Luis is a frequent speaker at ICPAS and AICPA Continuing Professional Education events. He is also a frequent guest on the Chicago Legal Clinic Immigration Issues Show where he discusses tax issues that affect immigrants. He is an avid distance runner and cyclist. Luis is a charity runner for Organization for Autism Research – Run for Autism and has volunteered his time to Chicago Area Runners Association and local running clubs.

Stephanie Gandsey

Stephanie Gandsey, Founder of Leadership Extension Consulting, is a strategic consultant who helps professional services organizations build stronger brands, stronger leaders, and stronger client relationships. Through her work, she partners with accounting firms, advisory practices, municipal departments, and other service-based organizations to solve two of their most critical challenges: 1. How to market more effectively in a relationship-driven industry 2. How to empower managers and emerging leaders to drive performance With over 20 years of experience in professional services marketing and leadership development, Stephanie delivers customized, practical solutions that align with the culture and goals of her clients to deliver positive business outcomes. For over 12 years, Stephanie worked with 3 different accounting firms as a Marketing Director, changing and developing processes to solve organizational issues. One of her favorite successes was developing Project 3-2-1 for one of the firms, a Marketing and Business Development campaign to support mid-level CPAs in relationship marketing. In the first round, the group of 7 mid-level CPAs who didn't have experience with bringing in sales brought in $75,000 of new work during the 3-month time frame. Outside of her professional life, Stephanie is an elected Village of Bartlett Trustee, supporting growth in her community and helping with local events. For fun, she enjoys taking fitness classes and weight lifting. She has a passion for taking family trips to Walt Disney World, as well as any National Parks. Education B.A. in Communication, Double Major in Public Relations and Media Studies, Northern Illinois University M.A. in Communication, Northern Illinois University

Valeria Gutowski

Valeria is a finance executive with a proven track record of leading multidisciplinary teams through transformation and growth. She currently serves as Senior Vice President of Finance and Chief Accounting Officer at Norstella, where she leads cross-functional finance teams spanning Treasury, FP&A, Accounting, and Tax. In this role, she drives strategic initiatives to increase profitability, scale global operations, and integrate multiple legacy businesses into a unified finance organization. She has been instrumental in two successful exits, most recently guiding Enfusion through its sale to Clearwater Analytics. During her three year tenure at Enfusion, she modernized the finance function and built a scalable, investor-ready organization. Earlier in her career, she spent more than a decade at EY advising public companies on IPO readiness, M&A, and regulatory compliance. Recognized for building, upskilling, and right-sizing teams, she incorporates technology into HR strategy to maximize effectiveness and employee satisfaction. She is passionate about developing talent, fostering strong cultures, and enabling organizations to thrive through complex transitions.