Allan D. Koltin,
President & CEO
PDI Global, Inc.

A nationally-recognized speaker and industry analyst, Allan has appeared on the CNN, WGN and FOX Television networks and has been quoted in such media as Forbes, Business Week, Newsday, Crain's Business, BBC World Service, Bloomberg News, Reuters Newswires, USA Today, New York Times, Wall Street Journal, Washington Post, New York Post, Chicago Sun-Times, Chicago Tribune and Los Angeles Times. He has also spoken nationally and internationally at hundreds of conferences on the topics of leadership, partner compensation, mergers and acquisitions, human resources, professional practices, auto dealerships, assurance services, federal taxes, business valuation, litigation support, women's initiatives, and practice management.

Allan is the author of two books for professional services firms: CPA Firm Merger Strategies That Work and CPAs That Sell. He also edited the AICPA's book, Marketing a Consulting Niche. Allan is on the editorial advisory boards of Accounting Today, Law Firm Management and CPA Practice Management Forum.

Allan has been named by Accounting Today as one of the most influential people in the profession for a number of years. He was also one of the first inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). In October 2004, he was voted by the Leading Edge Alliance as the Most Influential Person in the Accounting Profession. He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.

Allan is a founding member of The Advisory Board, a think tank to professional and financial services firms. He serves or has served on the board of directors of Outsource Partners International, BKD Financial Advisors, HRB Business Services, National Association of Certified Valuation Analysts and the AAM Advisory Council. He has been an active member of the CEO Club of America, National Speakers Association, AAM, Law Marketing Association, American Bar Association and Professional Speakers of Illinois.

Allan graduated from the University of Wisconsin (Madison and Milwaukee) in 1980 with business degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, and his three young children, Jack, Brian and Julia. His hobbies include playing with his children, travel, chess, basketball and reading.

Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing strategic coaching for firm leadership and partners. His specialties include leadership, management, firm profitability, growth, human capital development, and mergers and acquisitions.

Gale Crosley
President
Crosley+Company LLC

Gale Crosley, CPA, was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the fourth consecutive year, and one of the Top 100 Most Influential People in Accounting by AccountingToday for the second consecutive year. She is founder and principal of Crosley+Company and consults with CPA firms on revenue growth issues and opportunities. She graduated from the University of Akron, Ohio with a Bachelor of Science degree in Accounting, and is a CPA in Ohio and Georgia. Her background includes a unique mix of experience with two national CPA firms, and nearly 30 years in business development and senior management, including IBM and several small technology companies. She was formerly Executive Vice President of Business Development at a $250 million consulting firm, and was responsible for implementing revenue growth initiatives among 39 individual practices, 1,500 CPAs and consultants, a direct sales force and marketing department, and 100 rainmakers. Over her career, she has been responsible for developing high performance rainmaking organizations, bringing more than 30 offerings to market and closing dozens of multi-million-dollar opportunities. Her first book, At the Crossroads, chronicles the challenges and successes of a fictional CPA firm struggling with growth.

Gary S. Shamis,
Managing Partner
SS&G Financial Services

Since Gary became managing partner of Saltz, Shamis & Goldfarb, Inc. twenty years ago, the firm has changed dramatically. By taking an entrepreneurial approach to the management of this accounting firm, he has developed SS&G Financial Services into one of the largest and fastest growing independently owned accounting/business service firms in the country. During his tenure, the firm has grown at a rate of 20% per year to become one of the largest independently owned accounting firms in the nation.

Shamis' concepts for growth and expansion are respected and emulated by both professional peers and business organizations. The firm has won eleven Weatherhead 100 Awards (Cleveland), ten Cascade CDC Growth Awards (Akron), an Achievement in Client Service Award (Cincinnati), two Accounting Today Awards for Achievement in Client Service, and has been noted as one of Bowman's Accounting Report's top ten fastest growing firms in the U.S. SS&G Financial Services has also been chosen as one of the "Northcoast 99," a selection of the best places to work in the Northeastern Ohio region, and is a recipient of the Better Business Bureau Torch Awards for Business Integrity.

In addition to his management duties, Shamis is a frequent speaker, all over the world, on the management of professional service organizations. In 2000, he teamed up with three of the industry's top advisors to form The Advisory Board, a think-tank focused on assisting and developing the accounting industry within the U.S. As the only practicing CPA in the group, he brings a wealth of experience and qualifications. For example, Shamis has been recognized in the Wall Street Journal and the Journal of Accountancy for creating the nation's first Employee Stock Ownership Program for an accounting firm. After completing his term as the Chairman of the AICPA Management of an Accounting Practice (MAP) committee, he was busy developing and chairing The Leading Edge Alliance, the industry's newest association of CPA firms. With more than 40 member firms, with collective revenues exceeding $700 million, The Leading Edge Alliance has become one of the world's premier organizations for independent and entrepreneurial firms.

Based upon these contributions to the industry, Shamis has been named as one of Accounting Today's "Most Influential People" for many years, and was chosen as the Institute of Management Accountants' 2001 Financial Executive of the Year. Shamis has been the recipient of community and industry awards too numerous to list.

Genevieve Bos
Owner, Founding Publisher
PINK Magazine

Genevieve Bos is the founding publisher and co-owner of PINK, the nation's only national magazine, website and events designed exclusively for career women! Now entering its third year, the award-winning magazine inspires readers to have a beautiful career and a beautiful life.

Described by some as Fortune meets Oprah, PINK is, by every measure, a huge success, winning multiple national industry awards for both the magazine and online design and content, growing the subscription base by over 40% and gaining a passionate national fan base and awareness with America's most influential women. In fact, many of America's top companies have embraced PINK. Organizations like Cisco, Dell, GE, The Home Depot, KPMG, Albertsons, The Coca-Cola Company, Johnson & Johnson and Harvard University call on her to speak to inspire women to get more out of their careers and their lives by being their authentic selves.

Prior to founding PINK, Genevieve was a technology entrepreneur for 17 years, starting and selling multiple companies. She created strategic alliances with the likes of MSFT, Intel, and Universal Studios, and developed and oversaw highly profitable sales teams, and published a Folio award winning B2B magazine in the digital printing and publishing industry (called Digital Output). Genevieve has extensive international sales experience, living in Zurich and conducting business in Asia, the Middle East, and Latin America. After needing a bit of a break from spending 90% of her time working globally, she returned to Atlanta to publish an award-winning Georgia-based magazine called Business to Business where she produced numerous sold out conferences with Fortune 500 CEOs. Genevieve, who holds a B.A. from Georgia State University, serves as an advisory board member with the University's Global Business Leadership and a board member on the Board of Directors Network, whose focus is promoting women to public company boards. She lives in Atlanta, Georgia with her husband, Remco Bos, the CEO of Ask Remco, and their cat Boufia and when she is not involved with PINK, she can be found reading just about everything, traveling to new places with Remco or watching British Murder mysteries.

Jan Hargrave
CEO
Jan Hargrave & Associates

Jan Latiolais Hargrave teaches you the ways in which your body communicates to the world around you. Her information could help you to read your customers, your family, your students, your associates, in fact, everyone around you. Author of Let Me See Your Body Talk, Freeway of Love, Judge The Jury and Strictly Business Body Language, this popular speaker, distinguished educator, talk-show guest of The Lifetime Channel, Fox News, The Maury Povich Show, The Montel Williams Show, Great Day Houston, E-Entertainment Television and The Ricki Lake Show, describes for you all hidden messages you use in your everyday life and shows you how to stop the lies and uncover the truth - in any conversation or situation.

Working with thousands in the field of personal growth and self-expression through seminars and workshops for the past 10 years, Ms. Hargrave continues to inspire many of today's leading corporations, such as Lockheed Martin, Merrill Lynch, Starbucks, Rockwell, ESPN, Sun Life Financial Distributors, Exxon, Chase Manhattan Bank, NASA, El Paso Energy, Bank of America, and at the USA MWR Training and Development Center in Heidelberg, Germany. Her expertise concerning nonverbal communication in the courtroom and witness preparation, plus her membership in the American College of Forensic Examiners, proves to be the topics of interest in her presentations to the Honolulu Police Department, the Louisiana Attorney General's Office, and various legal Bench and Bar Associations across the country.

The Cajun French Ms. Hargrave was born to French-Acadian parents in the unique Joie de Vivre (Joy of Life) culture of southwest Louisiana and as a result, sprinkles her captivating presentations with entertaining Ragin' Cajun folkloric tales. Jan received her Bachelor's degree, Master's degree and Specialist degree in Business/Psychology from the University of Louisiana at Lafayette. She is presently CEO of Jan Hargrave & Associates, a Houston-based consulting firm, and served as an Adjunct Professor at the University of Houston for eight years.

Karol Rose
Chief Knowledge Officer
FlexPaths

Karol is the Chief Knowledge Officer of FlexPaths -- an innovative Web based flex solution for individuals and organizations -- and a nationally recognized leader and author in work-life and flexibility. She has been involved in many of the "firsts" in the field, having founded one of the first work-life consulting firms, Children At Work in 1980, and in 1986 as the Director of Work/Family Initiatives and Training for Time Warner she created one of the county's first in-home emergency child care programs and one of the first on-site backup child care centers. As a partner at PwC, and then as Managing Director at LifeCare, Inc., Karol created and managed work-life consulting practices that served a broad range of clients including Fortune 500 companies, as well as government and non-profit agencies.

Karol has been instrumental in developing and implementing all aspects of work-life and flexibility initiatives  from assessment, strategy and policy development to communication plans, training and online product design. She has worked with such organizations as American Home Products, Avon, Cisco, Colgate, Edward Jones, Ernst & Young, Fleet Financial, MetLife, Morgan Stanley, State Street, Time Inc., P&G, and the country of Singapore, among others.

Karol has written five books, including Work-life Effectiveness: Bottom Line Strategies for Today's Workplace (WorldatWork 2006), as well as numerous articles. She has appeared in major business publications and TV shows and is a frequent presenter at national conferences, and was the contributing editor for FORTUNE magazine's annual work-life and human capital special features. Karol has two Masters degrees in education and is a member of the YWCA Academy of Women Achievers. She has served on the board of the Child Care Action Campaign, the Alliance for Work-Life Professionals, the Conference Board Work-Life Leadership Council, and is a member and 2002 Chapter President of the International Women's Forum.

L. Gary Boomer,
President & CEO
Boomer Consulting, Inc.

Gary Boomer is the CEO of Boomer Consulting, Inc., an organization that provides strategic planning and consulting services to the leading firms in the accounting industry. Boomer strategies provide a transformation roadmap; team building and excellence while helping you make more money, attract quality people and grow your business. Prior to the development of the company, Gary was a partner at the regional CPA firm of Varney & Associates.

Gary is recognized in the accounting profession as the leading authority on technology and firm management. For the past ten years, he has been named by Accounting Today as one of the 100 most influential people in accounting. He consults and speaks internationally on management and technology related topics including strategic and technology planning, compensation and developing a training/learning culture. He acts as a planning facilitator, provides coaching and serves on many advisory boards.

He also serves on numerous boards including the Kansas Society of CPAs and on the accounting advisory board at Kansas State University. He is a member of The Advisory Board, a group of leading consultants to the accounting profession. He is the past chairman of the AICPA's Information Technology Executive Committee and a former member of the AICPA Council. He has also served on the AICPA's Academic and Career Development Executive Committee and the ACUTE Board of Directors.

He is the creator of and a facilitator for The Boomer Technology Circles. Each circle is comprised of approximately 20 firms from unique geographic areas. The Circles meet three times per year and are connected through a private extranet. These circles help the best firms get better!

He is the author of Successful Technology Consulting & The Boomer Advantage and a contributor to The Boomer Advantage Guides on:
* Outsourcing
* Strategic Planning
* Paperless Transition
* Human Capital Attraction & Retention
* Learning & Training
* Succession Planning
* Partner Compensation
* Selection of a Managing Partner

He writes "Boomer's Blueprint", which is a regular column in Accounting Today and publishes the "Boomer Bulletin", a technology newsletter with international circulation. In addition to accounting firm and small business consulting, he has consulted with IBM, Microsoft, Intuit, CCH, and Thomson on the design and marketing of accounting related software. Mr. Boomer received his BS and MS degrees in accounting from Kansas State University.

Meg Paradise,
Educator, Consultant and
Designer of Leadership Programs for Professional Women

Meg has over twenty years experience leading initiatives and providing effective business solutions to corporate, government, academic and non-profit clients in domestic and global settings.

Meg Paradise heads up the J.H.Cohn Professional Women's Program, an innovative women's initiative that was awarded the Best Women's Initiative in 2008 by the Garden State Woman Education Foundation.

In Beijing, China, Meg teaches Negotiations and Leadership, and Organizational Behavior to senior executives representing fourteen countries in Rutgers International Executive MBA Program.

In Beijing and Shanghai, China, Meg was keynote speaker and presented Leading During Times of Change, for senior executives in multinational companies. She has been invited to be speaker and consultant for companies in both Beijing and Shanghai.

Meg currently teaches courses, Transformational Leadership and Team Building and Organizational Theory in New York University's Master of Science Program. She is an executive coach and received her certification through The Hudson Institute.

Meg has served in leadership positions with companies including, AT&T, AT&T Solutions, Right Management Consultants, and she has consulted with companies including, PepsiCo, the Ford Motor Company, Chubb Corporation, SunTrust Banks, Kawasaki Motors, Inc.

She holds a Master's degree in Psychology, with specialization in Organizational Behavior and Leadership. She was awarded lifetime membership into Psi Chi, The National Honor Society in Psychology, in recognition of outstanding scholastic achievement and excellence.

She led a coalition of Deans throughout Rutgers University to establish the Women's Business Leadership Initiative, an innovative curriculum implemented in September 2007, to prepare aspiring women professionals for both short and long term success in the workforce.

Meg serves on the Board and the Executive Council of the American Society for Training & Development, New Jersey Chapter. She is an active member of The Executive Women of New Jersey, Association for Women in Communications and the Society for Human Resource Management. She is past member of the advisory board for the World Food Program.

Rebecca Ryan
2EO
Next Generation Consulting

Rebecca Ryan is an energetic entrepreneur and the founder of Next Generation Consulting, a research and consulting firm that helps clients engage the next generation.

NGC has conducted interviews, focus groups, and surveys with over 7,500 young professionals since 1998. Cities, states arts organizations, and companies use NGC's research and applications to attract and develop the next generation of citizen, patrons, employees and customers.

Rebecca was named the 2004 Entrepreneur of the Year by the U.S. Association for Small Business and Entrepreneurship. Prior to starting NGC in 1998, Rebecca held posts with the Iowa Department of Economic Development, Iowa Department of Education, Iowa Association of Business and Industry, and Keep Iowa Beautiful.

Rebecca serves as the youngest ever trustee of Alverno College and on the boards of the Greater Madison Chamber of Commerce and the Women's Fund of Greater Milwaukee.

Renee Davis-Malott
Chairperson of Women Konnected and Director of National & Govt Accounts
CCH Incorporated, a Wolters Kluwer business

Renee is the Director of National and Government Accounts at CCH, INCORPORATED, a Wolters Kluwer business, where she has developed a successful strategic marketing and sales vision over the last 16 years. Renee is also the Chairperson of Women Konnected, a CCH women's initiative program designed to "support, inspire and advance leadership, networking, mentoring, and knowledge sharing among women at CCH."

CCH is a leading provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading products are The ProSystem fx® Office, CCH® TeamMate, CorpSystem®, CCH® Tax Research NetWork", Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill. CCH's parent company, Wolters Kluwer, is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal, and regulatory sectors worldwide. Wolters Kluwer had 2008 annual revenues of $3.4 billion, employs approximately 20,000 people, and maintains operations in over 35 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

Renee earned a Bachelor's degree in Marketing from St. Leo College, a small private institution located in central Florida. She currently lives in Marietta, Ga with her husband and two children, an eight year old son and 1 year old daughter.

Rita Keller
Founder
Keller Advisors LLC

Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a successful, regional CPA firm and has over 30 years of hands-on experience in the management, marketing, technology and administration of a successful firm.

Rita is widely known for her leadership skills and works with firms throughout the country focusing on the people and internal management issues. She also provides a mentoring program for a firm's management team - the Managing Partner and the Firm Administrator. Rita provides unique facilitation for partner retreats, bringing the people issues and processes into the spotlight.

As a facilitator and speaker, Rita has been featured at nearly all prominent management conferences, such as The Forum for Women in Accounting, AICPA Forum on Staffing Issues, the AICPA Practitioners' Symposium, the AICPA Leadership Forum, the AICPA National Advanced Accounting Technical Symposium, The Association for Accounting Marketing, and The Association for Accounting Administration National Management Conference, plus numerous CPA firm association and state society management meetings.

For the last four consecutive years, Rita has been named to Accounting Today's Top 100 Most Influential People in Accounting. She recently received the Edge Innovation Award, established to recognize major/ongoing contributions to the CPA profession and the Association for Accounting Administration ACE Award for achievement, commitment and excellence in CPA firm management and administration.

She serves on the AICPA Practitioners' Symposium Committee as past-Chair and is also on the advisory board of CPA Practice Management Forum. Rita served on the national Board of Directors of The Association for Accounting Administration for over seven years, two of those years as National President and is past-president of the Indiana Chapter and co-founder of the Ohio Chapter. She has been featured on the cover of The Practical Accountant and is often quoted in publications like Accounting Today, The Practical Accountant, and Accounting Office Management and Administrative Report. She has been featured three times in the Journal of Accountancy (April 2007, September 1999 and September 1997) and authored an article for the August 2008 issue of the Journal.

As a member of The New Horizon Group, a team of some of the best known consultants to the CPA profession, Rita is able to maintain a keen sense of what CPA firms are facing nationwide. She directly interacts with over a thousand of CPA firm leaders annually.

Sandra Wiley
COO/Senior Consultant
Boomer Consulting, Inc.

Sandra Wiley is COO and Senior Consultant with Boomer Consulting, Inc. She is a certified Kolbe" trainer and assists clients in building teams, managing employee conflict and hiring staff.

Sandra also directs Boomer Consulting, Inc.'s annual Human Capital and Learning Symposium" and offers her services as co-director of the Performance3 Management Program". She has been in the Strategic Coach Entrepreneurial Team Program" for 10 years and is responsible for communicating its concepts to clients and the Boomer staff.

Sandra is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor.

She is also a popular author who is frequently published by many trade journals including CPA Practice Management Report, Accounting Today, Accounting Web, The CPA Practice Management Forum, The CPA Report of South Carolina, Lagniappe of Louisiana and The Asset of Missouri Societies. She also contributes a regular column covering human resources to the "Boomer Bulletin" and penned an award winning marketing plan, Rebuilding the Community Bank, published by the Bank Marketing Association.

Prior to joining Boomer, she worked for over 16 years in the financial services industry in the areas of human resources, marketing/sales, training, and business development. She has developed and presented over 50 training programs and numerous one-day seminars in human resources and marketing/sales. She was an officer of the American Institute of Banking and presented workshops titled "Selling Bank Services" and "Customer Service Plus".

Sandra is a graduate of Friends University, in Wichita, Kan., where she earned a bachelor's degree in Human Resource Management. She also graduated with honors from the University Of Colorado School Of Bank Marketing.