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Mr. Anderson has more than 25 years of accounting, auditing, income tax, and financial due diligence experience with a concentration in the publishing, media, and communications industries. His client base includes business-to-business publishers, consumer magazine publishers, directory publishers, digital media, advertising agencies, trade show producers, on-line recruitment sites, medical education providers, consumer product distributors, and direct marketing service companies.Roy received his BBA in accounting from CW Post. He is currently affiliated with the New York State Society of Certified Public Accountants, the National Association of Certified Valuation Analysts, and the American Institute of Certified Public Accountants.

"It's not your father's firm" takes on a whole new meaning where Jason Blumer is concerned. With an understanding of the big demographic shift taking place (from Baby Boomers to Millennials), Jason set his mind to re-inventing his firm's traditional service model to one that "speaks" to the up and coming entrepreneurial niche. His goals include: smart application of technology; a new level of virtual best practices and; shifting the traditional mindset of practice management to one that is more transforming and progressive.Jason is not only dedicated to moving firms forward, but also to educating the profession at large. Standardized workflow and paperless processes have helped his firm increase efficiencies and better serve clients, and it is his goal to help other firms understand the immense value of change in these areas. As such, he has partnered with State CPA Societies and trade media to host educational webcasts on managing a next generation CPA firm. He talks about his own successes and details the methodologies behind his transformation to help CPA's envision how to implement the right technologies and best practices in their own firms.As a new age thought leader, Jason has received his fair share of media coverage for his fresh approach. He was recently named in The CPA Technology Advisor’s “40 Under 40”; he has also contributed several articles and operates a blog that focuses on how firms can harness technology and adopt a new mind set to better serve clients and take their firms to new and exciting levels. His blog can be found at http://THRIVEal.com.

Matt Peterson�s career includes more than 12 years of senior level management in the Enterprise Content Management (ECM), more commonly known as the document management industry. As President and CEO of eFileCabinet, Mr. Peterson is responsible for all day-to-day business operations, including product development, strategic partnerships and overseeing the domestic and international expansion of eFileCabinet�s offerings.Prior to joining EFC, Mr. Peterson was Vice President of Business Development with SyTech Solutions, Inc. an integrator of ECM systems, where he helped the company achieve double digit sales growth in just less than one year. Prior to SyTech Solutions, Peterson was the founder and CEO of Aspire Document Imaging, Inc., later sold to SyTech, where under his leadership he guided the company to annual double digit revenue growth with prominent clients such as Charles Schwab, University of California at Davis, CoreMark International, Tesoro Petroleum, Merck Pharmaceuticals, and Pacific Gas & Electric (PG&E).Mr. Peterson graduated from the University of Utah in 1993 with a B.S. in Finance. Upon graduation he took a position with GT Capital Management (now AIM Funds) in San Francisco as a Fund Accountant in charge of the daily stock and bond valuations of two of its largest mutual funds; Europe and Pacific Growth.His general business background includes stints at ProBusiness (now ADP) as a national account manager for many top Silicon Valley clients. He also served as Vice President of Product Development at Whole Grain Natural Bread Company, Inc. a five-store franchisor based in Lafayette, California where he led wholesale product reoccurring revenue to triple digit growth in less than twelve months with regional and national carriers such as Costco, Sam's Club, Andronico�s, and Whole Foods Markets.Mr. Peterson resides in Highland, Utah with his wife and three sons. On most weekends you find him either on the court or playing field coaching one of his sons� many athletic teams.

Stu has been an entrepreneur since 1978. He learned about manufacturing when he started a business that produced digital clocks for the automotive aftermarket. In 1980, when the PC was introduced, he transferred his knowledge of business systems to creating document management software. Hospitals, law firms, and insurance companies used his software extensively to manage and track case files. In 1990, he and his brother started Wellspring Software with a simple check printing software program. In 21 years, Wellspring Software has become an industry leader in MICR technology and check and document management. Most recently, Stu has added electronic payment processing to his list of expertise and to the Wellspring product offerings.

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."