Standard Ticket Holders – Registration begins at 8am on Monday, 5/4. We recommend flying into SLC (Salt Lake City International) Airport sometime on Sunday, 5/3 so you are ready to go first thing Monday morning. The conference concludes at 2:30pm on Wednesday, 5/6. So, you should be safe to book outbound flights anytime 5pm or later on 5/6.
Premier Ticket Holders – You are invited to a special VIP Dinner at the hotel on Sunday, 5/3 at 6:30pm. So, you will want to arrive at the hotel before that to join us for dinner.
VIP Ticket Holders – Your PreCon activities begin at noon on 5/2. All VIP’s should be in the lobby of the Hilton at Noon. You can fly in on Friday, or catch a super early flight on Saturday morning. You’ll be receiving an email with details on what to plan for and pack.
The conference concludes at 2:30pm on Wednesday, 5/6. So, you should be safe to book outbound flights anytime 5pm or later on 5/6.
Conference – For the main conference, Business Casual is what most people wear. Ballrooms are often on the colder side, so bring a sweater or jacket if you get cold.
Awards Gala – On Monday evening, all attendees, sponsors, speakers and staff are invited to our Gala. This is a Formal event. Women often wear formal gowns, cocktail dresses, or less formal dresses. Dress slacks are also fine. Men often wear a suit or dinner jacket. But, all are welcome to come as you wish. No official dress code is required.
Casino Night – VIP’s, Premier Ticket holders, Speakers and Sponsors are invited to the Casino Night on Tuesday Night. Come gamble on OUR dime…not yours, and play for tickets that we will use to draw for prizes at the end of the night. Dress is evening attire…generally dressier than what you’re wearing at the conference. But, again…come as you wish.
Any accounting professionals who complete the awards application have the chance to qualify for awards. All attendees will receive an application via email in late March. Sponsors and Speakers who are also practitioners in the Accounting field are also welcome to apply.
A paid in full registration is refundable, less a nominal $50 admin fee until 1/31/26. From 2/1/26 – 4/15/26, registrations may be transferred to another person with an admin fee of $100. If you would like to transfer your ticket to another attendee, send an email request to [email protected].
GrowCon is a conference designed for OWNERS just like you to grow and take your business to the next level!
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!
(Collaborate with attendees, speakers and exhibitors)
(Collaborate with attendees, speakers and exhibitors)
Saturday, May 3 (starting at noon)
Sunday, May 4
Tuesday, May 6
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
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.
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.
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.
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
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.
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.
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.
Luke Kiely is a cybersecurity leader with over two decades of experience protecting organizations from evolving digital threats. As the Founder and Chief Information Security Officer of ComplyWise, he combines operational expertise with strategic vision to deliver practical cybersecurity and compliance solutions.
Luke’s career began in law enforcement, where he conducted serious, complex and covert investigations targeting data-driven cybercriminals. This frontline experience gave him unique insight into how adversaries operate – knowledge that informs his defensive strategies today.
Moving to the corporate sector, Luke led security programs at major SaaS companies, managing enterprise cybersecurity operations and global data compliance. He founded ComplyWise to streamline regulatory compliance for accounting and professional services firms, making complex cybersecurity requirements practical, affordable and effective.
Luke’s expertise spans threat intelligence, compliance frameworks, incident response and security program development all grounded in real-world experience from both sides of the cybersecurity spectrum.
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.
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.
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.
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.
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.
keepful
Owner
Heidi Ryder is an entrepreneur and mother who began her bookkeeping business in 2017. She is the owner of her bookkeeping firm and now also owns keepful, the marketing automation platform created to help bookkeepers, accountants, and tax professionals organize their leads, automate follow-up, and build stronger client relationships while reclaiming their time.
keepful
Owner
FORNIX
CEO, Black Belt Lean Six Sigma Certified, Speaker, Coach, Author
Multi-industry CEO | Award-Winning Entrepreneur | Business Growth Expert | Speaker
Featured in CIO Women Magazine’s Top 10 Most Inspiring Women LeadersRecognized as a Top Woman Entrepreneur to WatchSpeaker and thought leader in business, marketing, and M&A growthLeads a global team of 50+ professionals Advocate for women in business and leadership, empowering entrepreneurs to scale and succeed.
FORNIX
CEO, Black Belt Lean Six Sigma Certified, Speaker, Coach, Author
The Abundant Accountant
Founder
Michelle Weinstein is a seasoned entrepreneur, sales strategist, and founder of The Abundant Accountant. She helps accounting, tax, fractional CFO, and bookkeeping firm owners own their value and confidently sell high-level services without pressure or burnout. Her clients have collectively added over $28 million in additional revenue to their firms, all without working more hours, chasing more clients, or doing anything they didn’t want to do.
The Abundant Accountant
Founder
Accounting Leads Now
Owner
James Donovan is the founder of Accounting Leads Now, a growth consultancy helping accounting firms generate consistent leads and sales opportunities through modern digital strategy and appointment-setting systems. He is the author of Booked Solid and host of the podcast CFO Chronicles, where he spotlights the growth journeys of today’s top financial leaders. James specializes in helping firms move beyond word-of-mouth and build scalable, repeatable pipelines.
Accounting Leads Now
Owner
Earmark
COO
David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.
Earmark
COO
Humphrey Accounting and Tax LLC
CPA, EA
Erik Humphrey, CPA, EA, is the owner of Humphrey Accounting and Tax LLC with several years of experience in tax and accounting. He began his accounting career working in his family’s tax preparation business, where he learned the importance of integrity, trust, and client-focused service from his father, Les, and his Uncle Mark. Erik later served as a Tax Manager at a mid-sized accounting firm, managing complex tax matters for a diverse client base before starting his own firm in 2024. A U.S. Marine Corps veteran and former steelworker, he earned his accounting degree from Western Governors University while working full-time.
Humphrey Accounting and Tax LLC
CPA, EA
Memorial Ridge
CPA, Founder, Memorial Ridge & The AI Accountant newsletter
Preston is a CPA with over a decade in consulting, including six years in tax at PwC where he also became a leading internal expert on automation. He channeled that into founding Memorial Ridge, where he helps accounting firms adopt AI and automation.
He also writes The AI Accountant, a free weekly newsletter about AI and tech for accountants.
Memorial Ridge
CPA, Founder, Memorial Ridge & The AI Accountant newsletter
Finovalence
Founder
Priyanka Dang is a Chartered Accountant and entrepreneurial leader with over 18 years of experience in accounting, taxation, and compliance advisory. Her career spans Big Four firms – Deloitte and Ernst & Young, along with extensive experience in the banking sector, giving her a strong blend of technical depth and hands-on operational insight.
Today, Priyanka leads and scales a growing accounting firm, Finovalence, delivering end-to-end finance solutions, including bookkeeping, tax, and regulatory compliance, to clients across the US, Canada and Europe. She has built and mentored a high-performing team of accountants focused on quality, accountability, and long-term client partnerships. Her work centers on helping startups, SMBs, and growth-stage companies streamline financial operations, stay compliant, and make confident business decisions. She strongly believes in automation and modern tooling, applying AI and automation to simplify workflows, elevate accuracy, and enable productivity.
Recognized for her entrepreneurial journey from a solo founder to building a 20+ member firm, Priyanka was featured by Women Entrepreneurs Review for her leadership and growth story.
Beyond work, she is an avid traveler who enjoys planning immersive journeys, connecting with new people, and exploring local cuisines.
Finovalence
Founder
Specialized Accounting
President and Owner
Tyler Otto is the president and owner of Specialized Accounting, a thriving seven-figure remote firm dedicated to the hospitality industry. Before joining forces with his wife Karen at her solo practice, Tyler honed his finance chops with leadership roles at Vail Resorts and Imprint Hospitality. Known for his energy and approachability, Tyler is passionate about collaboration with fellow professionals and welcoming new accountants to the field. He’s presented at major accounting, tech, and hospitality conferences and recently launched Firm Foundation, a step-by-step course turning firm-building from daunting into doable. Whether behind a microphone or trading insights on podcasts, Tyler brings both expertise and a dash of fun to any discussion.
Specialized Accounting
President and Owner
5MB Academy
Unstoppable Introvert
Veronica Wasek, the Unstoppable Introvert, is an accomplished entrepreneur, accountant, educator and mentor who helps bookkeepers and accounting firm owners build profitable businesses that support the life they truly want. She started her firm from scratch and ran it for 15 years before selling it to her key employees.
As an introvert, she understands what it is like to struggle with fear, self-doubt, and the pressure to do everything perfectly, and she is passionate about helping others break through those barriers.
Veronica teaches through her YouTube channel, 5MB Academy, and a thriving community of bookkeepers and firm owners.
She is living the life of her dreams on a beautiful Texas farm with her husband, Eric, and enjoys singing, dancing, and exploring lettering art.
5MB Academy
Unstoppable Introvert
Momentum BK/My Top Bookkeeper
Owner/Founder
Laura A. Shepherd is the founder and owner of Momentum BK, My Top Bookkeeper LLC, and MTB Management LLC. With over 20 years of experience in bookkeeping and accounting, Laura is on a mission to elevate industry standards, protect small business owners, and strengthen trust in the financial profession.
In January 2023, she launched the Momentum BK Accounting Model, helping business owners and service providers work together effectively to produce accurate, IRS-compliant results. Laura is passionate about educating entrepreneurs, promoting responsible financial practices, and empowering bookkeepers with the tools and knowledge needed to support small business success.
When she’s not transforming the accounting world, Laura enjoys baking, making jewelry, learning guitar, studying Italian, and spending time with her growing family.
Momentum BK/My Top Bookkeeper
Owner/Founder
Heritage Business Services LLC
Owner
Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm specializing in FreshBooks and serving small business clients all over the world. She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community.
She is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am than some people get done all day long!
As far as credentials go, she holds an MBA from the Yale School of Management and a BA in Economics from Baylor University. She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born.
Heritage Business Services LLC
Owner