THE Conference
EXCLUSIVELY for OWNERS
of Bookkeeping, Tax &
Accounting Companies
Salt Lake City, Utah | May 4 - 6, 2026
What is GrowCon?
GrowCon is a conference designed for OWNERS just like you to grow and take your business to the next level!
- Guiding owners through the minutia and busy work of running a business.
- Providing a network to owners so they can strategize, grow and find partnerships.
- Helping owners hire, manage, and organize a successful business.
- Teaching Owners how to scale their business so it runs without them, providing a true exit strategy.
GrowCon is an invaluable resource for Owners of Bookkeeping, Accounting, and Tax businesses to connect with the right people, companies, tools, technologies, & resources while delivering powerful presentations and providing the latest and greatest trade secrets to MOVE and GROW your business to success and beyond!
Why Attend GrowCon?
- Learn the Turnkey Process to Grow Your Business
- Business Strategies You Can Immediately Implement
- Nurture Business Relationships
- Create Powerful Collaborations
- Networking Across the Industry
- Revitalization & Time to Decompress
- Opportunity to Learn and Grow
- A Chance to Hob Knob with Experts
- To Find Who is Who in the Industry
- A Chance to Promote Yourself
- Build Actionable Goals
- To Improve Systems & Productivity
- To Further Your Power Play Mindset
- To EARN MORE MONEY!
- Focused Time to Work ON Your Business
- A Chance to Add Valuable New Services
- Learn the latest Marketing Ideas
- Tech Stack Recommendations and Resources
- Access to Conference App
- Awards Gala Monday Night
- Entrance to the Main Event
- Lunch All 3 Days
- Front of Room Reserved Seating
- Saturday PreCon Activities
- Sunday PreCon Activities
- Sunday Night VIP Dinner
- Tuesday VIP Casino Night Party
- VIP Swag
- Access to VIP Lounge throughout the Event
(Collaborate with attendees, speakers and exhibitors)
Standard Ticket
$997
-
-
-
-
-
-
-
Premier Ticket
$1297
-
-
-
-
VIP Ticket
$1897
• SOLD OUT •
- Virtual Entrance to the Main Event
- Access to Conference App
- Awards Gala Monday Night
- Access to Conference Recordings for 12 months
- Entrance to the Main Event
- Lunch All 3 Days
- Front Row Priority Seating
- Saturday PreCon Activities
- Sunday PreCon Activities
- Tuesday VIP Party
- VIP Swag Bag
- Access to VIP Lounge throughout the Event
(Collaborate with attendees, speakers and exhibitors)
Virtual Ticket
$297
Standard Ticket
$997
VIP Ticket
$1497
• SOLD OUT •
• SOLD OUT •
VIP includes the following PreCon and Conference Activities:
Saturday, May 3 (starting at noon)
- Lunch at the exquisite Bridal Veil Falls in Provo Canyon
- Adventure at Labyrinth Reality Games
- Dinner at Rodizio
Sunday, May 4
- Scavenger Hunt around downtown Provo
- Dinner and Fireside Chat with amazing guest Speaker
Tuesday, May 6
- Casino Night with the Speakers and Staff at UAC
Testimonials
What brought you to GrowCon this year?
What have you learned at GrowCon so far?
What is the first thing you will apply in your business?
How does GrowCon expand your vision of your business?
2026 Featured Speakers
Roger Knecht
President, Universal Accounting Center
[email protected]
President of Universal Accounting Center, a post-secondary school for accounting professionals. With three decades of marketing, sales, HR & operations experience, Roger has helped thousands of business owners work ON their businesses to increase revenue, improve profits and build value. His strong work ethic and collaborative style delivers reliable, high-quality results for business owners.
Roger’s podcast, Building the Premier Accounting Firm , keeps accounting professionals on the cutting edge of hte industry offering quality bookkeeping, accounting, and tax services. He hosts discussions with some of the accounting world’s best minds and shares actionalble insights for firms
Roger is the author of “Your Strategic Accountant” and “Your Profit and Growth Expert”, each written to help business owners understand what they can expect from the accounting profession.
Universal Accounting provides accounting professionals with the training, certifications, coaching and support they need to become Profit and Growth Experts for their clients.
If you want to have the premier accounting firm in your area, contact Roger and his team at 801-265-3777 or visit them online at www.universalaccounting.com
Roger Knecht
President
Universal Accounting Center
Jaime Rodriguez
Owner & CEO Bookkeepers.com
[email protected]
Jaime Rodriguez is the owner and CEO of Bookkeepers.com, a company dedicated to helping people learn the skill of bookkeeping and build their own bookkeeping businesses. His journey began as a student of the course in 2017, which led him from running his own thriving bookkeeping business to eventually acquiring the very company that taught him how to be an entrepreneur. Jaime has built a reputation for making complex ideas simple, while helping aspiring bookkeepers gain confidence, clients, and freedom.
Beyond teaching the technical side of bookkeeping, Jaime is passionate about building community and pushing the profession forward. He speaks at industry conferences, hosts webinars and workshops, and develops innovative tools and resources, like AI-powered agents, to help bookkeepers save time and grow smarter. He’s also the author of Beyond the Numbers, a book about the power of exceptional customer service in business.
Jaime Rodriguez
Owner & CEO
Bookkeepers.com
Adam Lean
Founder, Principle The CFO Project
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project – a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service.
Adam Lean
Founder, Principle
The CFO Project
Andrea Bell
Founder, Profitability Accounting Services
[email protected]
Andrea Bell is the founder of Profitability Accounting Services and the creator of Bold Balance, where she helps business owners and accounting professionals increase profit margins through tax strategy, productivity, and simple systems. After transforming her own practice from struggling to six figures in just six months by implementing the In the Black principles, Andrea now teaches others how to bridge the gap between knowing and doing. She is a financial strategist, speaker, and mentor passionate about helping professionals design profitable firms that create both income and freedom.
Andrea Bell
Founder
Profitability Accounting Services
Brian Mayoral
Co-Founder & CEO, Sell Up
[email protected]
Brian Mayoral is the Co-Founder and CEO of Sell Up, the leading outsourced sales firm for accounting firms and tax advisors. In the past 18 months, Sell Up has helped clients triple their cash collected and add over $14 million in new revenue. From tax planning and tax preparation to advisory services, Brian and his team specialize in closing high-value engagements that turn sales into a true growth engine.
Before launching Sell Up, Brian was the #1 National Speaker and Top Peak Performance Strategist for Tony Robbins, where he delivered more than 850 sales trainings nationwide and broke multiple company records. He now brings that same high-performance edge to the accounting industry through the Sell Up Method, a proven framework for consistently closing bigger, more profitable deals.
Sell Up partners with firms like Tax Relief Advocates and Tyler McBroom’s practice, along with other fast-growing firms across the country. In addition to serving as a done-for-you sales team, Sell Up also trains and develops internal sales teams, giving accounting firms a long-term foundation for scalable growth.
Throughout his career, Brian has trained organizations such as Celebrity Cruises, La Mer, Success Magazine, Good Morning Texas, T-Mobile, and many others. Today, he is recognized as the trusted partner for ambitious accounting firms that want to grow faster, serve more clients, and unlock the full potential of their business
Brian Mayoral
Co-Founder & CEO
Sell Up
Christine Hollinden
Founder, Principle, Marketer - Hollinden | growth without guesswork
[email protected]
Christine Hollinden is the founding principal of Hollinden, a strategic consulting firm for expertise-driven professional service firms. Christine started her career in the consulting department of Grant Thornton, where she focused on debt and equity financing. She then joined PWC as Regional Communications Manager before being recruited to KPMG as Director of Marketing and Regional Marketing Director. She holds numerous professional accreditations, including the Certified Professional Services Marketer, Certified Exit Planning Advisor, Certified Value Growth Advisor, and Certified Mergers and Acquisitions Advisor. Christine also holds a certificate in AI Prompting from the University of Texas at Austin. She earned a Bachelor of Science in Business Administration from the University of Houston at Victoria and a Master of Business Administration from Texas A&M University. She is the Chapter Leader of the Alliance of Mergers & Acquisition Advisors Houston, a member of the Board of Directors of the Texas Business Hall of Fame Foundation, executive committee member of Exit Planning Exchange Houston Chapter, and on the Board of Directors of the 5 Buckets Foundation for financial literacy.
Christine Hollinden
Founder, Principle, Marketer
Hollinden | growth without guesswork
David Cristello
Founder & CEO, Jetpack Workflow
[email protected]
David Cristello is the founder and CEO of Jetpack Workflow, an Inc. 5000 company serving thousands of accounting firms worldwide. He is the co-author of the Amazon bestselling book Double Your Accounting Firm and host of the Growing Your Firm Podcast, which has surpassed 1 million downloads. A frequent industry presenter, David delivers practical strategies on workflow optimization, capacity planning, and scaling Client Accounting Services.
David Cristello
Founder & CEO
Jetpack Workflow
Eric Green
Managing Partner/Attorney, Tax Rep Network
[email protected]
Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services. Eric is a nationally renowned tax expert and author/commentator of IRS civil and criminal tax matters. Having lectured to more than 70,000 practitioners on civil and criminal tax topics, he is one of the nation’s best known lecturers in continuing professional tax education. Eric has been recognized by Connecticut Super Lawyers in the field of Tax. Attorney Green is a past Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section and is a Fellow of the American College of Tax Counsel (“ACTC”).
Eric was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association’s Closely Held Businesses Tax Committee.
Attorney Green is a frequent lecturer on tax topics for many national organizations, including Insightful Accountant, AICPA, CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He was the creator of the IRS Representation Certificate Program for both CCH and the University of Connecticut School of Business. Eric is a contributing columnist for Bloomberg Tax and has served as a columnist for CCH’s Journal of Practice & Procedure. He is the founder of Tax Rep LLC which coaches accountants and attorneys on building their own IRS Representation practices, and is the host of the weekly Tax Rep Network Podcast.
Mr. Green is the author of How to Build a Million Dollar Tax Representation Practice, The Insider’s Guides to: IRS Offers, IRS Collection, Resolving Tax Debts, Resolving Payroll Tax Debts, Reasonable Compensation and IRS Enforcement, and Checklists, Letters and Forms. He is a contributing author for Advocating for Low Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and has also been quoted in USA Today, The Wall Street Journal, Bloomberg, Consumer Reports, The Wall Street Journal’s Market Watch, TheStreet.com and CreditCard.com.
Attorney Green is also a member of the Connecticut, Massachusetts and New York Bar Associations, as well as the American Bar Association. Attorney Green is admitted to practice in Massachusetts, New York and Connecticut Superior Courts, the United States Tax Court, The Federal Court of Claims and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.
Eric Green
Managing Partner/Attorney
Tax Rep Network
Luke Kiely
CISO | Founder, ComplyWise online
[email protected]
Luke Kiely | CISO | Founder | Ex-Law Enforcement (Cyber Crime)
Luke Kiely is a dynamic leader at the forefront of the cybersecurity and data compliance industries, with a career that spans over two decades. As the Founder of ComplyWise Online and Chief Information Security Officer at SmartVault, Luke has dedicated his life to protecting businesses, individuals, and organizations from the evolving threats of the digital world.
Luke’s journey began with a foundation few in the industry can match: his early career in law enforcement, where he developed his skills in covert operations to track, monitor, and apprehend perpetrators of data-driven cybercrimes. These investigations placed him on the front lines of digital warfare, navigating the cyber underworld to ensure justice was served. It was here that Luke developed not only a mastery of information security but also an unrelenting passion for safeguarding people, physically and virtually.
Transitioning from law enforcement into the corporate arena, Luke brought his unique expertise and insight to a range of senior leadership roles in some of the world’s leading SaaS companies. From overseeing large-scale cybersecurity operations to ensuring compliance with stringent global data regulations, Luke has become a trusted authority in information security. His ability to stay ahead of emerging threats, coupled with his strategic vision, has solidified his reputation as a thought leader in the field.
As the Founder of ComplyWise onlin, Luke took his commitment to data compliance to the next level. His mission was clear: to simplify and demystify the complexities of regulatory compliance for businesses of all sizes. Under his leadership, ComplyWise online has become an innovator, empowering firms to meet their compliance obligations with confidence and ease.
In his role as CISO at SmartVault, Luke continues to push boundaries, implementing cutting-edge security measures to protect sensitive data in an increasingly complex ecosystem. His leadership is not only about mitigating risks but also about fostering a culture of trust, responsibility, and resilience within organizations.
Luke’s journey is a testament to the power of purpose-driven innovation and the critical importance of cybersecurity in today’s world. Whether it’s tracking down cybercriminals in his early law enforcement days or shaping the future of data compliance through ComplyWise online and SmartVault, Luke Kiely’s impact is undeniable. He is not just a leader in his field, he is committed to building a safer, more secure future for us all.
Luke Kiely
CISO | Founder
ComplyWise Online
Marit Burmood
Owner/Tax Expert, Marit Burmood
[email protected]
Marit Burmood is a seasoned tax advisor, small business coach, and financial educator with over a decade of experience helping individuals and entrepreneurs build financial stability and long-term success.
She is a licensed CPA in the state of Utah, an Enrolled Agent, and holds both a B.S. in Accounting and a Master of Taxation from Weber State University.
As the founder of two highly successful tax advisory firms, Marit combines her deep technical expertise with a dynamic, people-first approach. Her approachable expertise and client-focused mindset make her a trusted advisor and a leading voice in the evolving landscape of tax advisory services.
Marit Burmood
Owner/Tax Expert
Flair Financial LLC
Orumé Agbeyegbe Hays
Owner, Founder, CPA - Hays CPA LLC
[email protected]
Orumé Hays, CPA, CGMA, MST is the Founder and CEO of HAYS CPA LLC, a boutique client advisory and accounting services firm focusing on outsourced CFO services. she was recognized by Forbes as one of the Best-in-State CPAs for New York in 2025. In addition, she was named one of the 25 Most Powerful Women in Accounting for 2022, 2023, and 2024 by the AICPA and CPA Practice Advisor.
Hays is the current Chair of the NYCPA Audit Committee and a current member of the AICPA’s Private Companies Practice Section (PCPS) Executive Committee. She is also an NYSSCPA statewide Director at Large, and past chair of both the NYSSCPA’s Small Firms Practice Management Committee and the Relations with the IRS Committee.
An adjunct lecturer at the Lucille and Jay Chazanoff School of Business, College of Staten Island (CSI) of the City University of New York (CUNY), and a graduate advisor at Hunter College, CUNY, she often mentors students and encourages accounting students to pursue the CPA certification.
In addition to advocating for the accountancy profession and diversity and equity in the profession, Hays is a freelance writer and a speaker on topics including Accounting, Business, Diversity, Equity and Inclusion, Entrepreneurship, Mentorship, and Taxes. She has presented at numerous conferences and has been interviewed on podcasts and professional journals.
Orumé holds a Bachelor of Science degree in Accounting and Finance from the College of Staten Island, New York (inducted to Sigma Beta Delta Honor Society and an AICPA Accounting Scholar’s Leadership Workshop member), a Bachelor of Science degree in Sociology & Anthropology from the University of Benin (UNIBEN), Nigeria, and a Master of Science in Taxation from the D’Amore Mckim School of Business, Northeastern University, Massachusetts. A licensed CPA in the State of New York and the Commonwealth of Virginia, Hays has served in various capacities and held numerous leadership roles over the past fifteen years.
Orumé is an avid volunteer, and in her spare time, she jogs 3-5 miles weekly.
Orumé Agbeyegbe Hays
Owner, Founder, CPA
Hays CPA LLC
Sean M Duncan, CPA
President & Founder, SMD Consulting & Accounting, LLC
[email protected]
Sean M. Duncan, CPA is the president of SMD Consulting & Accounting and founder of Chief Proactive Advisors, LLC. built his reputation as a thought leader in the accounting industry by focusing on advising, teaching, and helping clients with proactive strategy and planning.
CPAs across the United States possess so much valuable knowledge about business, finances, AND taxes; but all too often they shy away from sharing their wisdom in a timely and actionable manner. Over the last 25+ years, Sean has accumulated a diverse and unique set of credentials and knowledge that he shares through speaking at conferences and events, in private seminars, one-on-one with clients, and with his very talented team at SMD.
A recognized expert on comprehensive financial and business strategy, Sean M. Duncan, CPA has been a speaker at accounting events, financial advisor conferences, real estate investor conferences, Texas Bar Association events, medical forums, and many other conferences, webinars, and podcasts. He has contributed to Intuit’s Accountant blog and is a frequent contributor to articles in The Dallas Morning News, Insightful Accountant, and other publications. Sean has also made numerous appearances as a TV, radio, and podcast guest across the United States.
Sean M Duncan, CPA
President & Founder
SMD Consulting & Accounting, LLC
Sharrin Fuller
Powerhouse Entrepreneur
& Business Strategist, Glass Wallet Ventures, LLC
[email protected]
Sharrin Fuller is a powerhouse entrepreneur, business strategist, author, and the brains behind Glass Wallet Ventures. She is the author of Three Days a Week: The Messy Truth of Burnout, Bad Decisions, and Building Again (Until It Worked), her raw and practical guide to scaling smart, leading loud, and living fully.
She has built and sold two full-service accounting firms for 7-figure exits, all while running three companies in just three days a week. She is also an advisor to fintech startups and an active board member, known for helping leaders cut through chaos and build companies designed to thrive.
Sharrin is the creator of The Clone & Conquer Method™, From Start-Up 2 Seven Figures™, and the Remote Team Roadmap™, frameworks that teach entrepreneurs how to delegate, scale efficiently, and build remote-first businesses that grow without burning out.
With nearly two decades of experience since 2006, Sharrin has been recognized as a 3-time Intuit ProAdvisor Top 100 and was named a Top 10 ProAdvisor in 2025. Her no-fluff, real-world strategies empower leaders to streamline operations, boost profitability, and design a business and life that works.
Whether she’s coaching entrepreneurs, advising fintech founders, or writing her next big idea, Sharrin is the go-to expert for service-based business owners ready to scale on their own terms.
Sharrin Fuller
Powerhouse Entrepreneur
& Business Strategist
Glass Wallet Ventures, LLC
Wendy Lloyd Curley
Owner, Master Networker - Strategic Networking Party LTD
[email protected]
Professional
Wendy Lloyd Curley – Strategic Networking Expert Aurthor & Keynote Speaker
Wendy Lloyd Curley is a leading authority on strategic networking, helping professionals transform casual conversations into powerful business relationships. As the founder of Strategic Networking and owner of BNI Sydney Northeast, she teaches people how to network with purpose, confidence, and measurable results.
Her signature keynote, Rock & Roll and Networking, uses music to make networking principles memorable and fun. Wendy’s approach emphasizes:
Setting clear intentions before events
Identifying five key types of contacts (competitors, collaborators, service providers, and target clients)
Building trust before making a pitch
Following up effectively to deepen connections
She’s also the author of Stop Wasting Your Time Networking, a practical guide to making networking a high-return activity. Whether you’re an introvert or extrovert, Wendy’s techniques help you network smarter—not harder.
Education
Bachelor of Science – Arizona State University
MBA – Arizona State University
Master of International Management – Thunderbird School of Global Management
Personal
Originally from Scottsdale, Arizona, Wendy now lives in Sydney with her family.
Wendy is a Musician and the singer in the band The Bell working in Sydney.
She’s known for her passion for learning, trying new things, and helping others succeed through strategic connections.
Wendy Lloyd Curley
Owner, Master Networker
Strategic Networking Party LTD
Panelists
Dr. Patience Jackson Rose
CEO
RED Worldwide, Inc.
Dr. Patience Jackson Rose is a visionary entrepreneur, educator, author, speaker, and social impact leader with over three decades of experience transforming ideas into thriving ventures—particularly within historically marginalized communities. She is the founder and CEO of RED Worldwide, Inc., a pioneering nonprofit dedicated to empowering underserved entrepreneurs, and Precision Advisor Group, a premier boutique accounting and tax advisory firm. Dr. Rose holds an MBA, an MS in Instructional Design, and a doctorate in Humanities, in addition to more than 17 certifications, making her a sought-after authority for entrepreneurs looking to build high-value, sustainable businesses.
Throughout her career, Dr. Rose has drawn on her extensive background in teaching—from preschool to the collegiate level—to develop effective communication, empathy, and systems-thinking skills. Early in her journey, she applied these strengths to faith-based nonprofit management and entrepreneurial support. As a technical assistant, business consultant, and venture development specialist, Dr. Rose has guided hundreds of entrepreneurs through strategic planning and innovative methodologies, most notably her “Living Business Plan,” which is powered by her signature “backwards business planning” method. This approach, combined with the eight drivers of business value and foundational Value Builder principles, underpins Dr. Rose’s mission to equip business owners with the tools they need to maximize enterprise worthwhile fostering equity and social impact.
Under her leadership, RED Worldwide has helped launch more than 385 sustainable businesses, products, and services, while creating impactful programs like REAL Academy Prep and B School Central. Aligned with the United Nations’ Sustainable Development Goals, Dr. Rose remains committed to championing equity, sustainability, and the transformative power of education and entrepreneurship. Having authored books in English, Spanish, and Portuguese, her compassionate leadership and strategic foresight continue to inspire emerging leaders globally, cementing her legacy as a driving force in equitable economic development.
Gaynor Meilke
Chief Opportunity Officer, Charisma Ink
Reza Hooda
Author, Mentor, Coach
Profitable Accountants Community
Reza is a practice owner, coach and mentor to accountants through his Profitable Accountants Community (the PAC). His firm trades as Walji & Co and Capture Accounting which he has managed to get to run without him so he can spend his time helping other practice owners to build a firm that gives them time and financial freedom.
Reza speaks widely at accounting conferences nationwide, runs his own podcast called The Profitable Accountant and has authored a book called “The Four Pillars: how to build an accounting firm to give you more time, money and freedom”
Reza Hooda
Author, Mentor, Coach
Profitable Accountants Community
Geni Whitehouse
CPA.CITP, CSPM
Even a Nerd Can Be Heard
A basset hound worshipper and keynote presenter, Geni believes there is magic in the numbers and is on a mission to unlock the magic so business owners can apply it in creating the life of their dreams.
Geni is an author and former TedXNapaValley speaker who now divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting at EvenANerd.com.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and is a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. There, she teaches fellow magicians how to apply the magic for the benefit of their clients.
Michel Valbrun
CPA,
Celebrity Tax Strategist
Award-Winning Author
Business Coach
James Donovan
Accounting Leads Now
James Donovan is the founder of Nine Two Media, a growth partner for accounting, CFO, tax, and bookkeeping firms that want to break free from the feast-or-famine cycle and consistently add more revenue to their bottom line. His company helps firms eliminate the stress of inconsistent lead flow by delivering qualified prospects, optimizing sales strategies, and providing hands-on support to turn conversations into closed deals. Simply put—Nine Two Media makes growth predictable, so firm owners can focus on what they do best.
At Nine Two Media, James and his team go beyond lead generation. They build scalable systems that not only attract the right clients but also streamline the entire sales process, freeing business owners from the time-consuming grind of chasing leads. Whether it’s securing appointments with decision-makers or equipping teams with the tools to close confidently, their strategies are designed to create lasting, measurable results.
At GrowCon 2025, James will share the exact tactics his clients are using to generate more revenue with less effort. Attendees will walk away with actionable insights on how to attract high-value clients, simplify their sales process, and finally achieve the growth they’ve been chasing—without burning out or getting stuck in the weeds.
Jeremy Estey
Founder and Director of Strategy at AmberSky Marketing
Michelle Mitchell
CEO, Founder, Advisor, Speaker
Mitchell Consulting
Meet Michelle Mitchell, the heart and guiding light behind Mitchell Consulting. As our CEO and Founder, Michelle isn’t just a visionary in the business world; she’s a devoted advocate for financial literacy and a masterful financial coach. With her rich tapestry of knowledge, Michelle is on a mission to empower business owners, especially women, to navigate their financial journeys with confidence and achieve their dreams.
Mitchell Consulting sprang to life in 2010, born from Michelle’s decade-long journey through the intricate world of corporate finance. Her academic foundation is solid, with a Bachelor’s in Accounting from Western Michigan University and dual Master’s degrees in Organizational Management and Career and Technical Education from Spring Arbor University and Western Michigan, respectively.
Our focus at Mitchell Consulting is clear: we’re here to support women entrepreneurs who are leaders in their domains. We understand the unique challenges you face and offer the guidance you need to manage your finances with clarity and confidence. Our ultimate goal? To help you find the sweet spot where your passion meets profit.
Beyond her impressive professional achievements, Michelle has made her mark as a main stage speaker at the prestigious Viral Networking Conference and Scaling New Heights. She is also a valued cohost for The Real Money Coach live show.
Michelle’s passion for sharing knowledge extends to her role as a co-author of the influential book, “Purpose People and Profits – How Everyday Entrepreneurs Create Drastic Results.”
Michelle’s leadership is backed by her experience as a proud alumnus of the Goldman Sachs 10K Small Business program, making her exceptionally equipped to lead you on your financial journey. But at the heart of everything she does is her family. Balancing her roles as a business leader, wife to her husband Antonio for 32 years, and mother to her two children. Michelle has crafted a business that not only champions success but also cherishes family values.
David Leary
Small Business Ecosystem Expert
Co-host of The Accounting Podcast
Tony Proctor
Founder & Principal
Proctor & Associates
Tony Proctor is a seasoned Enrolled Agent with expertise in Tax, Accounting, and Payroll. As the founder of Proctor & Assocs., Tony has built a reputation for excellence and client-focused service. With nearly two decades in IT and financial management, he specializes in guiding businesses through tax codes and financial regulations. An alumni member of the Intuit Accountant’s Council, Tony also teaches business finance and delivers tax seminars, simplifying complex concepts into actionable insights.
Tony Proctor
Founder & Principal
Proctor & Associates
Jon Lakefish
Lakefish Group
Jon Lakefish is a seasoned marketing and branding expert with over two decades of industry experience along with an MBA from the Foster School of Business at the University of Washington. Renowned for his deep insights into consumer behavior and a fervent passion for innovation, Jon has spearheaded marketing initiatives across various sectors, significantly enhancing brand presence and engagement.
A leading figure in the integration of AI in marketing, Jon is frequently invited to speak at industry events, offering engaging, insightful perspectives on AI’s role in transforming marketing landscapes. His consulting services are sought after for empowering businesses to leverage AI, boosting their efficiency and creativity in brand growth strategies.
Recognized for his ability to identify and adapt to marketing trends, Jon stands out as a dynamic leader, dedicated to achieving tangible success for his clients in the evolving world of marketing and branding and currently leads the Lakefish Group, pioneers in integrating AI and Data into Award Winning Branding Initiatives.
Jon Lakefish
Lakefish Group
Nicole McMillan
SVP of People
Canopy
Nicole is a strategic HR leader with demonstrated experience collaborating with all levels of leadership to drive successful People initiatives in dynamic and fast-paced environments. Known as an out-of-the-box thinker who offers creative and effective solutions to support an exceptional employee experience and drive high-performing teams.
Her industry experience includes technology, wellness, consumer goods, entertainment, and aerospace & defense. Experienced with global organizations, both private and public, spanning start-up to established large firms. She is skilled in engaging complex, evolving, distributed, and diverse employee populations to achieve business results.
Jaime Rodriguez
Founder of Paralledger
CEO of Bookkeepers.com
Tony Proctor
Founder & Principal
Proctor & Associates
Tony Proctor is a seasoned Enrolled Agent with expertise in Tax, Accounting, and Payroll. As the founder of Proctor & Assocs., Tony has built a reputation for excellence and client-focused service. With nearly two decades in IT and financial management, he specializes in guiding businesses through tax codes and financial regulations. An alumni member of the Intuit Accountant’s Council, Tony also teaches business finance and delivers tax seminars, simplifying complex concepts into actionable insights.
Kim Fader
Enrolled Agent
Roger Knecht
President
Universal Accounting Center
President of Universal Accounting Center, a post-secondary school for accounting professionals. With three decades of marketing, sales, HR & operations experience, Roger has helped thousands of business owners work ON their businesses to increase revenue, improve profits and build value. His strong work ethic and collaborative style delivers reliable, high-quality results for business owners.
Roger’s podcast, Building the Premier Accounting Firm, keeps accounting professionals on the cutting edge of the industry offering quality bookkeeping, accounting, and tax services. He hosts discussions with some of the accounting world’s best minds and shares actionable insights for firms.
Roger is the author of “Your Strategic Accountant” and “Your Profit & Growth Expert”, each written to help business owners understand what they can expect from the accounting profession.
Universal Accounting provides accounting professionals with the training, certifications, coaching, and support they need to become Profit and Growth Experts for their clients.
If you want to have the premier accounting firm in your area contact Roger and his team at 801-265-3777 or visit them online at www.universalaccounting.com
Roger Knecht
President
Universal Accounting Center
Agenda:
MONDAY, 5/5
Speaker - Roger Knecht
Speaker - Dawn Brolin
Speaker - Jon Lakefish
Speaker - Rhamy Alejeal
Speaker - James Donovan
Speaker - Nicole McMillan
President, Universal Accounting
From Bean Counter to Dream Launcher: Charting New Adventures in Accounting
Adapt Today With AI: Practical Tools for Immediate Impact
From Processes to People: The Key Shift for Sustainable Business Growth
Local Market Domination: The Ultimate Guide to Winning Clients with Google Local Service Ads
Hiring and Retaining the Best Talent
Expert Panel - Gaynor Meilke, Reza Hooda, Michel Valbrun, Jeremy Estey
Unlocking Growth Through Effective Marketing
Awards Gala and Dinner
TUESDAY, 5/6
Speaker - Debra Kilsheimer
Speaker - Mike Milan
Speaker - Geni Whitehouse
Speaker - Brittany Malidore
Speaker - Reza Hooda
Speaker - Dr. Patience Rose
The Price is Right! Negotiating Your Worth with Confidence
Clearing the Noise to Close More Sales
Accounting Beyond the Numbers
Intentional Client Conversations: Exceeding Expectations without Breaking Your Boundaries
Win higher paying clients WITHOUT relying on referrals!
From Struggles to Success: Dr. Rose’s Blueprint for Breaking Barriers & Building Legacy in Accounting
Expert Panel - Hannah Bjornn, Tony Proctor, Jon Lakefish
AI and Automation Reshaping the Accounting Landscape
VIP Party - Casino Night (for VIP's and Speakers)
WEDNESDAY, 5/7
Speaker - Dr. Jackie Meyer
Speaker - Michelle Mitchell
Speaker - Roger Knecht
Future-proofing your firm: advisory tools, tech, and pricing you need to know
Letting Go to Grow: Mastering Delegation for Sustainable Success
Secrets to Building the Premier Accounting Firm in Your Area
Expert Panel - Jaime Rodriguez, Kim Fader, Roger Knecht
Building a High-Performance Accounting Firm with Systems and Innovation
MONDAY, 5/5
Speaker - Roger Knecht
- President, Universal Accounting
Speaker - Dawn Brolin
- From Bean Counter to Dream Launcher: Charting New Adventures in Accounting
Speaker - Jon Lakefish
- Adapt Today With AI: Practical Tools for Immediate Impact
Speaker - Rhamy Alejeal
- From Processes to People: The Key Shift for Sustainable Business Growth
Speaker - James Donovan
- Local Market Domination: The Ultimate Guide to Winning Clients with Google Local Service Ads
Speaker - Nicole McMillan
- Hiring and Retaining the Best Talent
Expert Panel - Gaynor Meilke, Reza Hooda, Michel Valbrun, Jeremy Estey
- Unlocking Growth Through Effective Marketing
Awards Gala and Dinner
TUESDAY, 5/6
Speaker - Debra Kilsheimer
- The Price is Right! Negotiating Your Worth with Confidence
Speaker - Mike Milan
- Clearing the Noise to Close More Sales
Speaker - Geni Whitehouse
- Accounting Beyond the Numbers
Speaker - Brittany Malidore
- Intentional Client Conversations: Exceeding Expectations without Breaking Your Boundaries
Speaker - Reza Hooda
- Win higher paying clients WITHOUT relying on referrals!
Speaker - Dr. Patience Rose
- From Struggles to Success: Dr. Rose’s Blueprint for Breaking Barriers & Building Legacy in Accounting
Expert Panel - Hannah Bjornn, Tony Proctor, Jon Lakefish
- AI and Automation Reshaping the Accounting Landscape
VIP Party - Casino Night (for VIP's and Speakers)
WEDNESDAY, 5/7
Speaker - Dr. Jackie Meyer
- Future-proofing your firm: advisory tools, tech, and pricing you need to know
Speaker - Michelle Mitchell
- Letting Go to Grow: Mastering Delegation for Sustainable Success
Speaker - Roger Knecht
- Secrets to Building the Premier Accounting Firm in Your Area
Expert Panel - Jaime Rodriguez, Kim Fader, Roger Knecht
- Building a High-Performance Accounting Firm with Systems and Innovation
2026 GROWCON SPONSORS
Platinum Sponsors
Premium Sponsors
Elevated Sponsors
Splash Sponsors
VENUE
220 W Center St, Suite 200
Provo, UT 84601
For more parking details, click here
HOST HOTEL
GrowCon will be held at the
Hilton Salt Lake City Center
255 W Temple St
Salt Lake City, UT 84101
Book your room at the discounted rate of $214 per night (includes breakfast).
Book now as rooms will sell out.
Book by 4/10/26, while rooms last.
• EXPIRED •
- Rooms are discounted to $189 per night
- Available to book until April 7, 2025 or until it sells out.
- Right across the street from the venue, Utah Valley Convention Center
- Includes Breakfast at the Slate Restaurant inside the Provo Marriott
HOST HOTEL
- Rooms are discounted to $189 per night
- Available to book until April 7, 2025 or until it sells out.
- Right across the street from the venue, Utah Valley Convention Center
- Includes Breakfast at the Slate Restaurant inside the Provo Marriott