Shahram Zarshenas
CEO and co-founder, Financial Cents

Dawn Brolin, CPA, CFE
CEO, Powerful Accounting and Author, The Designated Motivator

Dawn is a CPA, firm owner, author, and podcaster on all things accounting. As one of the keynote speakers at #WorkflowCon2023, she will share exactly why and how getting workflow management right is not just a nice-to-have but a must-have for any firm that is looking to succeed.

Kellie Parks, CPB
Owner, Calmwaters Cloud Accounting

Kellie is a relentless organizer and the queen of accounting processes and cloud technology. In her session, she will walk you through the steps you need to take to get started with managing your firm’s workflows. This will give you a great foundation in workflow management, whether you’re just getting started or trying again after multiple tries.

Shahram Zarshenas
CEO and co-founder, Financial Cents

Shahram co-founded Financial Cents, an accounting workflow software because he believes firm owners deserve a better way of keeping track of work and getting work done without the anxiety of things falling through the cracks. In this session, he will show you exactly how to start building your firm’s internal workflow processes, the first step in becoming a workflow and efficiency whiz.

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Nayo-Carter-Gray, EA
Owner, 1st Step Accounting

Nayo runs a virtual accounting firm and stands by the mantra “the fact that your firm is virtual doesn’t mean you shouldn’t have processes”. But your workflows, systems, and processes will fail if your team doesn’t adopt them. In this session, Nayo will discuss and walk through ways to train your staff (both new and experienced) on your firm’s workflow processes to increase efficiency.

Veronica Wasek
Founder, 5MinuteBookkeeping.com

Veronica is a bookkeeper and instructor that has trained thousands of new bookkeeping firm owners. In this session, she will share valuable and practical tips to help you become good at workflow management.

Wendy Kelly
Founder, Bookkeeping Simplified

Gerry Anderson
President, Blue Canyon CPA

In this panel discussion, Wendy and Gerry will discuss their perspectives on the pros and cons of different ways you can manage your workflow, namely using spreadsheets, generic project management software, or accounting workflow software.

Amanda Owens, PAFM
Firm Administrator, Badger CPA

Amanda manages a 40+ person firm with branches in multiple parts of the United States. She knows exactly how to set, implement, and align teams around goals. In this session, she will share her process and how you too can.

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Terrell Turner, CPA
CEO, TL Turner Group

Struggling with inefficiencies in your firm? In this session, Terrell will share a blueprint for kicking out inefficiencies and making your firm not only efficient but ‘extra-efficient’.

Ryan Lazanis, CPA
Founder, Future Firm

Ryan is a CPA who built his own online firm from scratch to sale in only 5 years. His goal is to teach the lessons that he has learned along the way to help shape your own modern firm.

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Shahram Zarshenas
CEO and co-founder, Financial Cents

Nicole Davis, CPA
CEO of Butler-Davis Tax & Accounting, LLC

Nicole is the CEO of Butler-Davis Tax & Accounting, LLC  where she helps entrepreneurs engineer their best lives by operating financially fit businesses. In this session, she’ll share exactly how she organizes non-client facing processes to achieve maximum efficiency and scale faster.

Hope Blankenship
Partner, ToTheRescue Bookkeeping

Dave Kersting
Founder, Capovario

It’s one thing to sign up for software, it’s another thing for your team to actually use it. In this panel discussion, Hope and Dave will offer insightful advice from their experiences on how to get 100% software adoption in your firm.

Eric Green
Founder, TaxRep Network and Partner at Green & Sklarz LLC

Eric is a Lawyer and Accountant who runs a Tax Representation firm and community. In his work, he relies on end to end automation so he can focus on work that brings in the money. In his keynote session, he will show why and exactly how to set up end-to-end automation for the most important areas of your firm.

Angela Main Roberts
Owner, Main Accounting Services LLC

Richard Roppa-Roberts
Roundtable Labs

Angela and Richard will be moderating this breakout session to address how to encourage collaboration and a healthy work culture in your firm so you can have happier team members that work efficiently.

Shahram Zarshenas
CEO and co-founder, Financial Cents

Many administrators, operation managers, and firm owners still spend tons of their time doing manual work that can be automated so they can focus on billable work. In this session, Shahram will do a walkthrough of how to automate common and time-consuming admin tasks.

Alison Ball
Director of Communications and Partnerships, Liscio

Alison leads comms and partnerships at Liscio. In this session, she’ll share why you should prioritize client experiences and how to deliver A+ experiences that will drive business and referral for your firm.

Jason Staats, CPA
Founder, Realize. 
Accounting YouTube content creator and podcaster

Jason Staats has created multiple practical and valuable YouTube videos about AI in accounting. He knows a lot about AI but that’s not all, he knows how you can use AI without getting into hot soup with compliance. Join his session to learn more.

Tonya Schulte
Founder, The Profit Constructors

Richard Roppa-Roberts
Roundtable Labs

Tonya and Richard will lead a breakout session to discuss how to get your clients onboard with your internal processes so they don’t draw you back, and you can deliver high quality work on time.