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CathoNet has leveraged Phil's varied database platform experience to develop a high-performance data aggregation system and custom and consolidated financial reporting platform that have been key to the rapid, wide-spread adoption of CathoNet's solution across the U.S. Phil's 20+ years of software engineering experience include operating systems architecture, network protocol design, distributed and clustered systems design for systems from the desktop to handhelds, and high-availability servers.

A senior tax manager in the Princeton office of WithumSmith+Brown, PC, Brian has extensive experience serving real estate clients in the public and private sectors including REITs, joint ventures, and other real estate companies. Brian also has experience advising clients with regard to the structure and tax consequences of real estate transactions.In addition to his work on the firm’s real estate clients, Brian is a trusted advisor to many closely held businesses. He works with clients to improve tax efficiency and introduce tax planning into their business operations. He is a regular presenter and author of numerous articles on federal tax issues.Before joining WithumSmith+Brown, Brian worked in the Philadelphia and New York offices of PricewaterhouseCoopers LLP, working closely with large, multi-national real estate investment companies. Prior to that, he worked as a certified public accountant and business advisor, counselling small business clients in Princeton, NJ.Brian received his Bachelor of Science in Accountancy from The College of New Jersey and his Juris Doctorate from Rutgers University School of Law at Camden. In addition to being a Certified Public Accountant in the State of New Jersey and the Commonwealth of Pennsylvania, Brian is a member of the New Jersey Bar. His professional memberships include: the New Jersey Society of Certified Public Accountants; the American Institute of Certified Public Accountants; the American Bar Association; and the Mercer County Bar Association.Outside of the office, Brian is a member of the Board of Directors of Big Brothers Big Sisters of Mercer County and a member of the agency’s Fund Development Committee.

Bonnie J. Nagayama, CPA manages a practice that only provides QuickBooks products and services. She is an Advanced Certified QuickBooks ProAdvisor, Certified QuickBooks Enterprise ProAdvisor, Intuit Solutions Provider, and one of the elite few members of the Intuit Trainer/Writer Network. She has written and recorded numerous courses for Intuit Academy and the ProAdvisor Certification Team. She is a Sleeter Group Certified Consultant and member of the Sleeter Developer Advisory Panel. Bonnie has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. in 1992. Her singular focus is on helping Accountants and Consultants who support clients who use QuickBooks® Accounting Software and related integrated applications. Her Controller background and CPA certification are a perfect blend to bridge the gap between what the client and their accountant need. She understands both sides and can effectively use QuickBooks to provide a situation that works for each party.Add-on solutions and the impact of QuickBooks on the accounting profession are a significant part of the work Bonnie does. She offers practical solutions and alternatives through webinars, diagnostic tools, and an award winning web site. A free QuickBooks tips and tricks newsletter is available at www.4luvofbiz.com that includes tips and tricks for QuickBooks users and QuickBooks Professionals.

Christopher T. Odem, CIMA is founding partner of The Helios Group at Oppenheimer & Co. He entered in the financial industry in 1994 to focus exclusively on working with the Oppenheimer Consulting Group in New York. Odem has been a participant in Oppenheimer's Wealth Management Roundtable since 1999 and is an original member of the National Advisory Council. Odem attended the University of Southern California and graduated with a B.A. in Economics from Seattle Pacific University. In May of 1998, he received his Certified Investment Management Analyst designation through the Wharton School at the University of Pennsylvania. Odem has focused his expertise on providing wealth management services to the clients of a select group of West Coast tax, legal, and estate advisory firms. He and The Helios Group have a practice that consults to wealthy families, high net-worth individuals, and their related entities. As a result of his work in the Investment Consulting field, he has spoken at numerous conferences for financial executives and been called upon to act as an expert witness.

As a member of the MIT Blackjack Team, Jeff Ma created an ingenious method for counting cards - using talent, creativity, math, and teamwork to win millions in Vegas. (Card-counting, by the way, is not illegal; casinos just don’t like it). Ma is the subject of the best-selling book Bringing Down the House and the hit movie, 21, which topped the box office in its first two weeks. He has since co-founded Citizen Sports, a revolutionary sports media company, and become a much-sought after corporate speaker. Ma shows companies how to harness the power of numbers to make better bottom line business decisions; decisions that, often, are the difference between winning and losing. At the blackjack table, and in the world of pro sports, Jeff Ma entered very emotional, "gut-feel" environments and achieved success by not only gathering the right data and analyzing it rationally, but also having the courage to follow through on the sometimes counterintuitive answers it provided. With stories drawn from sports and from Vegas, he helps you better visualize how a more rigorous approach to numbers will improve results in everything from sales to HR to strategy. Drawn from unique personal experiences, some examples of Ma’s incredible tales are recovering from losing $100,000 in two hands of blackjack, teaching Kevin Spacey how to count cards, and advising the Trail Blazers whether to pick Greg Oden or Kevin Durant.A charismatic speaker, Ma talks about teamwork and innovative metrics in a way that will make you reevaluate how you assess talent, find undervalued assets and measure the true worth of your business. Best of all, you don't need to be a calculus nerd to implement his winning strategies. By eschewing emotion and honing in on hard facts and results, Ma has helped usher in what Newsweek calls "a new age of numbers in corporate America."

Christian James is the co-founder of Xcentric. Christian is a seasoned veteran, having worked in the technology industry for the past 12 years and with CPAs for the past 11 years. He has a business degree from Texas Wesleyan University and is the former Director of Technology for the Boys & Girls Clubs of Greater Fort Worth. He moved to the Atlanta area in 2000 after selling his first business, Covenant Systems and was the lead technology engineer at CPA Systems prior to starting Xcentric, where he became the primary architect behind the development of the Xcentric Cloud hosting service.

Gene Marks, CPA, is a columnist, author, and small-business owner. A past columnist for both The New York Times and The Washington Post, he now writes regularly for The Hill, The Philadelphia Inquirer, Forbes Inc. Magazine, Entrepreneur Magazine and Fox Business.

He has written five books on business management, specifically geared towards small and midsized companies. His most recent is "The Manufacturer’s Book of Lists." Nationally, he appears regularly on MSNBC and Fox News as well as The John Batchelor Show and SiriusXM’s Wharton Business Channel, where he talks about the financial, economic and technology issues that affect business leaders today.

Through his keynotes and breakout sessions, Marks helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and — most importantly — the actions they can take to continue to grow and profit.

He owns and operates the Marks Group PC, a 10-person firm that provides technology and consulting services to small and midsized businesses. Prior to starting the Marks Group, he spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a senior manager.

Brian Swanson is a partner at Flashpoint Marketing, a marketing consulting firm that focuses on providing traditional and digital lead generation services exclusively to the accounting profession. In 2008 he joined Flashpoint to lead the development of the firm's digital services practice. Prior to joining Flashpoint, Swanson worked for a Big Four firm assisting with audit practice marketing and development. He has also worked as the director of marketing & business development for a regional accounting firm in the Southeast United States. In 2009 he earned his Master in Business Administration in Finance from Benedictine University. He also holds a Bachelor of Arts in Secondary Education from Northeastern Illinois University. He was the first accounting marketing professional to earn certification from the Search Engine Marketing Professionals Organization in internet marketing and advanced search engine optimization. He is currently a member of the Association of Accounting Marketing and SEMPO.

Stefan Gingerich is a senior research analyst at StayWell Health Management and is responsible for conducting research development of surveys and normative statistics. He previously worked as a public health microbiologist for the state of Iowa at the University Hygienic Laboratory.

David Griffiths is the director of client services for VirtusaPolaris