Analysts ... Family Firm Institute.
Education: University of Utah, 1981, MBA; 1979, BA
Personal: Born 1954, Salt Lake City ... Married to
Linda Melcher ... Two children.
Blackman carries an im-
pressive wealth services
resume into his post as chair of the institute’s
PFP Executive Committee, where he will help
set the institute’s financial planning strate-
gies and agenda, and roll it out to the mem-
Career Highlights: Founder and president, Alpha
Wealth Strategies, 2006-2011 ... Partner, Investec
Advisory Group, 1999-2006 ... Regional and national
director, Deloitte & Touche, 1997-1999; Board of Advisors, DT Investment Advisers, 1997-1999 ... Board
of Advisors, Price Waterhouse Investment Advisers,
1992-1997; senior manager, PW, 1990-1995 ... Department head, Personal Financial Consulting Group,
FER&S, 1986-1990 ... Partner and chief financial officer, The Money Management Group and Financial
Planning Associates, 1983-1986 ... Tax staff, Arthur
Andersen, 1980-1983 ... Accounting instructor, University of Iowa College of Business, 1979-1980.
Other Affiliations: Chair, Executive Committee, Personal Financial Planning Division, AICPA; past chair,
Fiduciary Task Force ... CFP Board ... CFA Institute ...
Investment Management Consultants Association
... PFP Conference Planning Committee, Houston
CPA Society, 2000-2011 ... Founding member, Committee for the Fiduciary Standard ... Past instructor,
CFP Program, Rice University School of Continuing
Studies ... Greater Houston Community Foundation
Investment Committee ... Advisory Board, Career &
Recovery Resources ... Founding charter member
and treasurer, Kingwood Harley Davidson Owners
Group (Kingwood Riders).
Education: University of Iowa Graduate College,
1980, MA Accounting ... University of Iowa College of
Business, 1979, BBA Finance and Accounting.
Personal: Born 1956, Kansas City, Mo. ... Married to
Julia ... Two adult children.
Few people in the accounting industry are unfamiliar with Boomer Circles or
Gary himself. Boomer is a
mainstay, particularly among top-tier firms,
for thought leadership and advanced best
practices, helping firms gain the insight they
need to continue to grow and remain profitable. He has also been a mentor to a new
generation of consultants, including Sandra
Wiley and his own son, Jim.
Career Highlights: Chief executive officer, Boomer
Consulting Inc., 1996-present ... To partner, 1996,
Varney & Associates.
Other Affiliations: Life Insurance/Disability Plans
Committee, AICPA; past member, Council; Advisory Panel, CPA Horizons 2025 ... Accounting Advisory Board, Kansas State University ... The Advisory
Board ... Co-founder, Winning Is Everything Conference ... Past president, Kansas Society of CPAs ... Author, Performance3, The Boomer Advantage Guides,
Boomer Bulletin ... Past chair, Manhattan Chamber
Education: Kansas State University, BS and MS in
Personal: Married to Mary ... Three children.
Blog/Twitter: www.thinkplangrow.net / @lgboomer
Rare is the accounting-
focused technology event
or discussion that doesn’t
involve Bourke, whether as
a participant or a frequently cited expert. He
has moved far beyond the partner role at his
firm, championing the CITP credential, as
well as technologies that he strongly believes
firms of all sizes need to take advantage of. He
plans to continue this knowledge sharing as
the incoming chairman of the AICPA’s Tech+
Career Highlights: Partner and member, Management Committee, and technology niche practice
leader, WithumSmith+Brown; joined, 1987.
Other Affiliations: Past president, New Jersey Society of CPAs ... Council member, AICPA; chair, CITP
Credential Committee (to October 2011); member,
AICPA Top Technologies Workgroup; incoming
chair, Tech+/Practitioners Symposium Committee;
Life and Disability Committee; incoming member,
Board of Directors ... Board, N.J. Technology Council
... Board, Camp Zehnder YMCA.
Education: Kean University, 1987, BS Accounting.
Personal: Born 1964, Jersey City, N.J. ... Married to
Jody ... Three children.
http://njscpa.typepad.com/aheadof-thecurve / @jimbourke
One of Busny’s first duties
as the AAM president-elect
was to announce the new
co-location of the AAM
Summit with the AICPA
Practitioners Symposium and Tech+ Conference next year. The collaboration will bolster the marketing association’s reach and
underscores the group’s expanding level of
Career Highlights: Managing director and chief
marketing officer, CBIZ Tofias and Mayer Hoffman
McCann (previously with Tofias), 1997-present ...
Marketing strategy consultant, Bank of Boston, 1990-
1997 ... Real estate acquisition analyst, Triangle Capital Cos., 1987-1990.
Other Affiliations: President, Association for Accounting Marketing ... Treasurer, Executive Board,
Boston Jewish Film Festival ... New England Region
Board, Anti-Defamation League ... Board, Friends of
Hebrew SeniorLife ... Tri-chair, Lawyers & Accountants Dinner, Combined Jewish Philanthropies.
Education: Suffolk University, 1998, MBA ... Roger
Williams University, 1987, BS.
Personal: Born 1965, Boston ... Married to Elise ...
As chairman of the House’s
tax-writing Ways and
Means Committee, Camp
remains firmly opposed to
any tax increases — but he has led hearings
on tax reform, and as Congress contemplates
changes in the Tax Code, he has already succeeded in convincing the IRS to change some
of its practices.
Career Highlights: Chair, Ways & Means Committee, U.S. House of Representatives, 2011-present;
elected, 1990 ... Member, Michigan House of Representatives, 1989-1990 ... Private law practice ... Staff,
Rep. Bill Schuette, 1984-1987 ... Special assistant attorney general, Michigan, 1980-1984.
Other Affiliations: Building a Better America Caucus ... Life Insurance Caucus ... Sportsmen’s Caucus
... Zero Capital Gains Tax Caucus.
Education: University of San Diego School of Law,
1978, J.D. ... Albion College, 1975, BA ... University of
Personal: Born 1953, Midland, Mich. ... Married to
Nancy ... Three children.
In seven years, Caron has
gone from an upstart exploring social media to one
of the most important sources of tax news in
any format, with close to 3 million visitors
Career Highlights: Charles Hartsock Professor
of Law, University of Cincinnati College of Law,
1997-present; associate dean of faculty, 2007-2010;
director of faculty projects, 2002-2007; professor,
1995-1997; associate professor, 1993-1995; assistant
professor, 1990-1993 ... D & L Straus Distinguished
Visiting Professor of Law, Pepperdine University
School of Law, 2010-2012 ... Herzog Summer Visiting
Professor in Taxation, University of San Diego School
of Law, 2009-present ... Associate, Tax Department,
Sullivan & Worcester, 1985-1990 ... Law clerk, Chief
Judge William Holloway, U.S. Court of Appeals for
the Tenth Circuit, 1983-1985.
Other Affiliations: Publisher and editor-in-chief,
Law Professor Blogs Network ... Series Editor, Law
Stories; Graduate Tax Series ... Author or co-author,
Tax Stories; Federal Wealth Transfer Taxation;
Federal Income Tax Anthology.
Education: Boston University, 1988, LL.M (Tax)...
Cornell Law School, 1983, J.D. ... Georgetown University, 1979, AB.
CEO, Grant Thornton
There was no “sophomore
jinx” for Chipman in his
second year as head of
one of the largest firms of
the U. S. In addition to deploying a strategy of
market concentration, Chipman readied the
firm for a major global repositioning effort
scheduled for the fall.
Career Highlights: Chief executive officer, Grant
Thornton, 2010-present; CEO, Grant Thornton
China Management Corp., 2006-2009; Central Region managing partner and senior leadership team,
Grant Thornton U.S., 2003-2006; Dallas office MP,
2000-2003; MP, global services, 1998-2000; worldwide director of international business centers,
Grant Thornton International, 1998-2000; director,
Dallas and Chicago International Business Center,
Grant Thornton U.S., 1996-1998; head, Greater Bay
Area Assurance Department, 1995-1996; Asia Pacific
regional technical director and liaison partner, Grant
Thornton International, 1992-1995; Dallas assurance
partner, Grant Thornton U.S., 1991-1992; manager,
1988-1991; staff, Grant Thornton U.K., 1981-1988.
Other Affiliations: Board, Center for Audit Quality
... Board, Chicago Council on Global Affairs; Ravinia
Festival ... Economic Club of Chicago ... Past board
member, Greater Dallas Chamber of Commerce;
Dallas Committee on Foreign Relations.
Education: Plymouth College.
Personal: Born 1961, Plympton, U.K. ... Married to
Kim ... Two children.
Blog: “Stephen’s Site” (internal)
Cieslak wears many hats
— technology consultant,
security guru, reseller,
“Inspector Gadget” — all
of which barely scratch the surface of his im-
portance to the CPA industry and his clients.
His ever-expanding knowledge of tips, tools
and tricks of the trade are invaluable, and he
is a regular feature at accounting and technol-
ogy events year-round.
Career Highlights: Principal, Arxis Technology,
1994-present ... Partner, Cieslak, Boynton & Speak-man CPAs, 1985-1994 ... Financial analyst, Associated Financial Corp., 1984-1985 ... Senior accountant,
Price Waterhouse, 1982-1984.