Jim’s passion is helping Tax & Accounting Professionals lead with planning and advisory services to help power prosperity for businesses & families. He is a CPA and was in public practice before joining Intuit. He now leads Intuit Tax Customer Council, supports E-file Security initiatives, and leads Advisory Services for Intuit Accountants, where he learns best practices from leading firms to share with the profession.

Kathy has spent 25 years in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. The former Director of Product Marketing at LivePlan, she spearheaded their strategic advising program for accountants while championing financial literacy for entrepreneurs. Now, as one of the founders of Lookahead Advisory, she offers hands-on business development and strategic planning services for small businesses, nonprofits, and Tribal communities.

David Leary is an innovative and influential force in the accounting world. With over 22 years' experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. He was named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue, and was a 2014 CPA Practice Advisor '40 under 40.'

James Ashford is a serial entrepreneur, investor, speaker, and #1 bestselling author. James built GoProposal from scratch and within five years, built it into one of the leading proposal tools on the market. In 2021, he sold it for a maximum valuation, leading to an 8-figure exit to a FTSE 100 company. Now, he spends his time helping ambitious entrepreneurs avoid the mistakes he made, and achieve stratospheric levels of success in their businesses so they can ultimately live the life they want.

Karen's skills of creativity and CPA qualification work together in the creation and success of PF, the creative agency working exclusively for and with accountants. Karen leads a creative team working from locations all over the world, including South Africa, Argentina, UK and the USA. Karen’s speaking engagements cover accounting-focused audiences of Xero, Institute of Chartered Accountants, BKR International, Thriveal and Accountex.

Throughout her career, Eileen has focused on reshaping best practices, delivering measurable value to clients, and exceeding growth targets while building strategic partnerships.

Ron Lesh FCA is both an accountant and computer science graduate, and his BGL software has ridden tech advances since 1983.

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.