Jack
Weisbaum
CEO, BDO
In addition to leading his
firm to ever-higher revenue and numbers of SEC
clients, Weisbaum has
overseen a raft of human capital initiatives
that have made BDO one of the best places
to work in accounting.
Career Highlights: CEO, BDO USA, 2004-present;
chairman and acting CEO, 2003-2004; partner and
executive director of specialized services, 1982-2003
... Partner, Benjamin Nadel & Co., 1968-1982; staff
accountant, 1958-1968.
Other Affiliations: American Jewish Congress ...
New York Institute of Credit … B’nai Brith … Brandeis
University … Hofstra University.
Education: Hofstra University, 1964, BBA.
Personal: Born 1940, Bronx, N. Y. ... Married to Mary
... Three children, two grandchildren.
Geni
Whitehouse
Owner, Even a Nerd
Can Be Heard
A self-described “nerd,”
Whitehouse is extremely
comfortable with accounting technology and does all she can to ensure that other CPAs are as well. A long-time
partner to accounting software vendors, more
recently she has emerged as a consultant and
educator for the profession through her books,
seminars and speaking engagements.
Career Highlights: Founder and chief communications officer, Even a Nerd Can Be Heard, 2007-pres-
ent … Instructor, WISE Academy, 2009-present …VP,
Sage Software, 2004-2007 … VP, Accpac, 2002-2004
… COO, Accounting Software Advisor, 2002 … COO,
Elliott Davis Technology Solutions, 2001-2002 … Director of product marketing and strategic alliances,
Navision US, 1999-2002; manager, CPA Alliances,
1998-1999 … Trainer and software implementer,
1995-1998 … Partner, Gross Duke & Nelson, 1991-
1995 … Software consultant, Software Management,
1990-1991 … Contract controller, Touch Industries
and PHP Inc., 1989-1990 … Corporate tax director,
Dental Research Corp., 1988-1989 … Corporate tax
manager, Super Valu, 1986-1988 … To senior accountant, Deloitte, Haskins and Sells, 1982-1986.
Other Affiliations: Author, How to Make a Boring Subject Interesting … Consulting Accountants
Roundtable … Mentor Plus … XBRL steering committees … Girl Scouts.
Education: University of North Carolina, 1981, BSBA
Acctg.
Personal: Born 1959, Atlanta … Married to Charles
… Two children.
Sandra Wiley
Partner, senior
consultant and COO,
Boomer Consulting
Wiley advises firms on
team-building, managing
conflict and bringing on
staff. She’s a regular at industry events and
well-known for her engaging sessions on the
conference circuit.
Career Highlights: Partner, COO and senior consultant, Boomer Consulting Inc., 1995-present … VP of
human resources, FirstBank, 1989-1994 … Financial
analyst, First Interstate Bank, 1979-1988.
Other Affiliations: Member, AT Advisory Group…
Team member, The Advisory Board … Past committee member and marketing leader, Tech+ Conference
Committee, AICPA … Guest lecturer, Kansas State
University … Co-publisher, Performance3 … Board
president and campaign chair, United Way of Riley
County … Executive board member, Manhattan High
School Site Council … Board, Manhattan Crisis Center … Youth director, Trinity Presbyterian Church.
Education: Friends University, 1990, BS HR.
Personal: Born 1960, Stafford, Kan. … Married to
Doug … Three children.
Blog/Twitter: www.ThinkPlanGrow.net / @san-drawiley
Seidman, 1997-1999 ... VP of sales and customer
services, State of the Art Inc., 1989-1995 ... Regional
sales manager, Pro Systems Inc., 1984-1988.
Other Affiliations: Advisory Board, Bill.com … New
Horizon Group … Education Committee, AAM ...
Association for Accounting Administration … Past
chair, Tech Committee, AICPA; Workload Compression Task Force ... International Coach Federation
... American Marketing Association ... Founding
member and board member, I TA ... Board and youth
leader, Episcopal Church.
Education: University of Nebraska, 2002, BS Marketing ... Landmark Education, Curriculum for Living
(Leadership/Communications), 1995-1996.
Personal: Born 1964, Hahn Air Force Base, Germany
... Married to Brian ... Three daughters.
Blog/Twitter: www.blog.convergencecoaching.com
/ @JenLee Wilson
David Williams
Executive lead for
return preparer
regulation
implementation, IRS
To his role as director of
Electronic Tax Adminis-
tration (including e-filing) for the IRS, this
year Williams added responsibility for one
of the agency’s highest-profile initiatives: tax
preparer registration. Not the least of his tasks
will be explaining to accountants exactly how
it will affect them.
Career Highlights: Executive leader, return preparer regulation implementation, Internal Revenue
Service, 2010-present; director, Electronic Tax Administration and Refundable Credits, 2007-present;
director, EI TC, Health Coverage Tax Credit and Telephone Excise Tax Refund programs; chief of communications and liaison, 1998-2003 … Deputy assistant
secretary for tax and legislative affairs, U.S. Treasury,
1997-1998 … Legislative director and tax policy advisor, Sen. Bill Bradley, 1996-1997 … Assistant staff director, Senate Committee on the Budget, 1990-1996.
Education: John F. Kennedy School of Government,
Harvard University, MPP … Colorado State University, BS BA.
Donny Woods
President, NSA
As president of the National Society of Accountants,
Woods represents 30,000
accountants at mostly
small and midsized firms,
offering them a wealth of resources on the
issues that affect them most, from tax preparer registration to developing their professional skills.
Career Highlights: Partner, Woods & Woods, 1980-
present … General accounting supervisor, International Paper Co., 1973-1980 … Instructor, Southern
Arkansas University, 1969-1973 … Public school
teacher, 1968-1971.
Other Affiliations: President, National Society of
Accountants … Past president, Arkansas Society of
Accountants … Past member, IRS Commissioner’s
Advisory Group … Nashville, Ark., Chamber of Commerce … Nashville Rotary Club … Past Board chair,
Howard Memorial Hospital … Deacon, Immanuel
Baptist Church.
Education: University of Houston, 1969, postgraduate work … Southern Arkansas University, 1968, BA
Acctg.
Personal: Born 1946, Nashville, Ark. … Married to
Lynda Sue … Two daughters, six grandchildren.
58
Barry M elancon
27
M ary Schapiro
25
R o b e rt H erz
13
Doug Shulman
12
Sir D avid T w e e die
11
Tim othy Geithner
10
B arack O ba m a
7
Ja m es Kroeker
7
Ji m M etzler
6
Allan Koltin
Jennifer
Wilson
Co-founder and
owner, ConvergenceCoaching
It’s been a busy year for
Wilson as she continues
to inspire ideas in her consulting and writ-
ing. Her firm launched four soft skills train-
ing programs and she’s been instrumental in
teaching social media to firm leaders.
Career Highlights: Co-founder and owner, Con-
vergenceCoaching, 2000-present ... Co-founder and
principal, Success Strategists, 1999-2000; 1995-1997
... National director, Financial Solutions Group, BDO
David Wyle
President and CEO,
SurePrep
Everyone complains about
the insane hours and ridiculous workload of the busy
season, but Wyle — as one
of the leaders in developing tools that automate and streamline the tax prep process — is
actually doing something about it.
Career Highlights: President and CEO, SurePrep,
2002-present … President and CEO, ePace Software,
1997-2002 … Senior tax associate, Coopers & Lybrand, 1994-1997.
Education: University of California at Santa Barbara,
1994, Business Economics.
Personal: Born 1972, Santa Monica, Calif. … Married
to Carmen … One son and one daughter.