Agenda
Join us for a riveting discussion centered around industry culture, and it's future as a staple of the modern accounting firm. This session will be moderated by Trisha Daho.
Founder and President Allan Fisher has been the recruiter of choice to elite local, regional, and national accounting firms for 24 years. Leveraging his extensive industry expertise, Allan is driven to facilitate transformative change for organizations and candidates, alike. With a mission to further client strategic visions and goals, Allan has keen insight into accounting talent market trends and forces, enabling him to make placements that surpass industry averages for engagement and retention.
Allan originally began his career in accounting, spending two years with a professional services firm. From there, he moved to a division of a $500 million publicly traded software manufacturer. In January 1998, seeking to utilize his accounting background in service to others, Allan made the jump to recruiting, joining Accounting Principals, a national staffing firm. In his three and a half years with Accounting Principals, he was ranked as one of the top executive recruiters nationwide, winning the “Consultant Of The Year” award by the California Staffing Professionals Association (CSP) in 2000.
Knowing his unparalleled integrity could deliver an elevated client experience and his industry-specific insight could provide more effective talent solutions, Allan decided to strike out on his own, founding Premier Financial Search in June of 2001. In the 20 years since PFS’ inception, Allan has cultivated lasting relationships with many of the industry’s most innovative and respected firms. With a reputation for unqualified integrity and the climate of candor and unmitigated confidentiality Allan brings to each engagement, many of his clients now call on his decades’ worth of industry expertise to function in a capacity as strategic advisor for his talent recruitment, engagement, and retention expertise – a role he considers his greatest success.
Today, Allan has established himself as an industry thought leader having spoken at meetings of the California Society of Certified Public Accountants, the California State Board of Accountancy, The Westside Firm Administrators Group, and ProVisors. He has been quoted in The Wall Street Journal, The Los Angeles Times, and the San Fernando Valley Business Journal. Allan has been nominated twice as one of the San Fernando Valley’s Top Human Resource Consultants by the San Fernando Valley Business Journal (2009, 2010).
Trisha spent most of her career leading large, diverse teams toward the delivery of value for her clients at a Big 4 Accounting and Advisory firm, wherein she served as a partner. She has been pivotal in the discovery and sustainability of value in the billions of dollars for her clients. She has worked with executives and their teams in dozens of Fortune 500 companies in the majority of states. She has also created enormous value for entrepreneurs, high-growth companies, and aspiring start-ups.
Having made partner in a Big 4 accounting firm in 9 years, Trisha was charged with building thriving practices from scratch in 4 different regions of the country. Through laser-focused strategies and the ability to scale talent and service delivery quickly, she was able to create growth businesses that have expanded exponentially. The leaders she’s cultivated have gone on to be partners, CFOs, CEOs, and much more.
With her own company, Empowered Leadership Cultivation, Trisha partners with C-suites and managing partners to think, plan, and execute strategically for the purpose of accelerated and sustainable growth, primarily in professional service firms. She also partners with larger firms to create success for women and diverse people who are entering leadership positions through a diversity and inclusion peer advisory experience focused on strategy, high-performing teams, and advocacy in leadership.
With a law degree from Case Western Reserve University and a business degree from Miami University, Trisha brings practical results-driven insights as well as leadership acumen. She regularly writes and speaks on a variety of topics, including authenticity in leadership, high-impact teams, creating growth cultures, diversity and inclusion, and many more.
Trisha is married to a Frenchman named Bachir, whom she met while on vacation in Paris. They plan to travel the world together as soon as he is permanently stateside. In her spare time, Trisha fosters Labrador Retrievers, travels to faraway places, and watches lots of foreign films.
In today's rapidly evolving business landscape, attracting and retaining top talent has become a pivotal challenge for organizations across industries, including the accounting profession. Beyond traditional compensation and benefits, company culture has emerged as a key factor in influencing the decisions of prospective employees and the commitment of existing team members. This session, led by QuickFee’s North America President Jennifer Warawa, will delve into the strategic integration of culture as a powerful tool for talent acquisition and retention. Attendees will leave this session equipped with actionable insights and a roadmap for leveraging their organization's culture to not only attract and retain top talent but also to foster a thriving workplace where employees are motivated, engaged, and committed to achieving shared goals.
Join us for our Welcome and State of the Industry presentation, where we'll explore the dynamic shifts in culture within the accounting profession. Discover how these changes are shaping the future of accounting firms and gain valuable insights to thrive in this evolving landscape.
Allan Koltin is a seasoned business advisor and consultant with over 30 years of experience in the accounting and consulting industries. As CEO of the Koltin Consulting Group, he leads a team of professionals who provide strategic guidance and support to accounting firms and their leaders.
Throughout his career, Allan has worked with hundreds of accounting firms, ranging from small local firms to large international organizations. He has helped these firms navigate complex business challenges, develop growth strategies, and improve operational efficiency.
An esteemed thought leader in the industry, Allan is a frequent speaker at industry events and has authored numerous articles and publications on topics related to accounting firm management and leadership. He is passionate about helping firms grow and succeed, and his insights and expertise have proven invaluable to countless clients throughout his career.
Prior to founding the Koltin Consulting Group, Allan was the CEO of PDI Global, a leading provider of consulting and training services to accounting firms. He also spent several years as a Partner with Deloitte, providing strategic consulting services to clients in a variety of industries.
Allan holds a Bachelor's degree in Accounting from the University of Illinois and is a licensed Certified Public Accountant. He is also a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.
With his extensive knowledge and experience, Allan has earned a reputation as a trusted advisor and mentor to accounting firm leaders across the country. He works closely with his clients to understand their unique challenges and goals, and develops customized solutions that drive growth and success.
Gary Shamis is a highly experienced and accomplished business advisor, entrepreneur, and Certified Public Accountant with over 40 years of experience in the accounting and consulting industries. As the Managing Director of Winding River Consulting, Gary provides strategic guidance and support to accounting firms, helping them navigate the complex challenges of the modern business landscape.
Throughout his career, Gary has worked with hundreds of accounting firms across the United States, ranging from small local practices to large international organizations. He has a deep understanding of the challenges facing the industry, and has helped countless firms overcome those challenges and achieve long-term success.
Gary is a recognized thought leader in the industry and a frequent speaker at industry events. He has authored numerous articles and publications on topics related to accounting firm management, leadership, and growth. He is passionate about helping accounting firms achieve their full potential and has dedicated his career to this mission.
Prior to founding Winding River Consulting, Gary was a co-founder of SS&G, a top 50 accounting and consulting firm, where he served as Managing Partner for over 30 years. Under his leadership, the firm grew from a small local practice to a regional powerhouse with multiple offices and a diverse portfolio of clients.
Gary is a licensed Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He holds a Bachelor's degree in Accounting from the University of Akron.
With his extensive knowledge, experience, and passion for the industry, Gary has earned a reputation as a trusted advisor and mentor to accounting firm leaders across the country. He works closely with his clients to develop customized strategies that drive growth and profitability, and he is committed to helping accounting firms thrive in the face of the challenges and opportunities of the modern business world.
David Toth built his marketing expertise around a strong digital comprehension. Understanding the importance of data, he reasoned, should guide each step of the process, using informed decision making to adapt when and where necessary. Armed with the evidence, David challenges the status quo to drive results.
He is a strategic-thinker and believes the path to successful outcomes includes integrating technology with tried-and-true practices. As David sees it, when it comes to digital transformation there will always be new dots to connect. The challenge is having the discipline to make the connections that close the gap between marketing dollars and sales revenue.
David has served as an outsourced CMO, agency executive, and change agent for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. He has a knack for building meaningful relationships. David has found that while each business and industry is unique, the foundation to success is always the same — know your audience.
Unleash the power of your organizational culture! Join renowned speaker Bill Kaiser as he reveals the secrets to building a high-performance culture. Discover practical tools to transform your company's culture into a distinct competitive advantage. From unlocking the impact of behaviors over values to sustaining focus through powerful rituals, this program is a game-changer. Get ready to ignite your workplace with actionable strategies and leave with a concrete plan to unleash the true potential of your corporate culture. Don't miss out on this opportunity to revolutionize your firm's success!
Delivered with his down-to-earth, engaging and passionate style, and filled with lots of examples from his 20+ years of leadership experience, Bill's program covers such topics as:
- The difference between a good culture and a high-performance culture·
- Why values are less important than behaviors·
- The role of ritual in sustaining a focus on culture over the long run
Prior to joining CultureWise, Bill worked for 20+ years in the employee benefits industry. 13 years at RSI (with CultureWise Founder & CEO, David Friedman) followed by 7 years with Arthur J. Gallagher & Co. (AJG). Bill started in direct selling and later moved into leadership positions as Area President of Gallagher’s Mt. Laurel, NJ office and then MidAtlantic Region VP of Sales & Marketing.
Having lived and breathed the Fundamentals at RSI and championing the Gallagher Way at AJG, Bill can speak experientially to the impact a high performing culture delivers. Bill has worked with nearly 100 organizations helping them to build high-performing cultures.
A Look at Culture from the Top Down
In today's interconnected world, culture shapes societies, defines identities, and influences decision-making at every level in the accounting profession. Join us for an engaging panel discussion where today's industry leaders will delve into the multifaceted dimensions of culture and its impact on diverse aspects of our profession and personal lives.
Prior to assuming the role of Managing Partner in 2020, Josh Beck served as a Partner in MarksNelson’s advisory services area, member of the firm’s Executive Committee, and leader of the Real Estate industry niche. He joined MarksNelson as leader of the Location Strategies practice after merging-in the St. Louis-based corporate site selection and economic development consulting firm he founded.
In addition to his responsibilities as Managing Partner, Josh regularly provides site selection, credits and incentives, and economic development counsel to companies and communities of all sizes. His experience, holding key positions for economic development organizations at both the state and local level, along with private-sector sales and marketing, provides Josh with the unique experience to help his clients shape and implement plans for growth.
Tom Barry, CPA, believes in building a successful life one day at a time. He does that by leveraging technology to create a flexible schedule that allows him to be a father and husband in addition to fully committing to his career at GHJ, where he has worked since 1997. Tom’s role as GHJ’s Managing Partner is a combination of entrepreneur, partner, consultant, coach and business advisor.
Additionally, with more than 25 years of public accounting experience, Tom provides audit and accounting, tax and general business advisory services to clients in a variety of industries including waste and recycling.
Tom is the current chairman of HLB North America and sits on the Executive Committee of HLB International. Tom is an active member of YPO - Santa Monica Bay and is currently Treasurer and a member of the Executive Committee. He is also Chairman of the Accounting Advisory Board for Loyola Marymount University. Tom serves as Treasurer for GHJ Foundation, GHJ’s vehicle for purposeful and proactive giving to the community.
When Tom is not working, you will find him spending time with his wife and four children. He is an avid fisherman and sports fan. He has launched the Firm’s concept of #BeMore, which encourages members of the firm to live their best lives, professionally and personally.
Due to his leadership both at GHJ and the community at large, Tom was recognized in 2018-2022 as one of “LA’s 500 Most Influential People in Business,” in 2017-2019 as one of the “Top 40 in Their 40s” and in 2021-2022 for "Thriving in Their 40s" by the Los Angeles Business Journal.
Tom is a graduate of Villanova University where he received a Bachelor of Science Degree in Accounting. He has received a Master of Business Administration from Pepperdine University. He is a member of the American Institute of Certified Public Accountants and the California Society of CPAs.
For almost three decades, I've helped to grow and manage Aprio, a CPA-led advisory firm. Find out more about our work by contacting me directly on here or https://www.aprio.com/people/richard-kopelman/
As well as leading the organization, I help us to innovate service delivery and improve the use of technology in the profession. I am always looking for the next cool opportunity that will move our partners and clients up a level. As a business, we call it being Passionate for What's Next®.
I'm honored to have been awarded most influential and most admired CEO in Atlanta, and Aprio has been awarded best place to work in Atlanta for the last three years.
A conversation tailored toward firm leaders focused on people, culture and influencing the firms ability to grow.
Trisha spent most of her career leading large, diverse teams toward the delivery of value for her clients at a Big 4 Accounting and Advisory firm, wherein she served as a partner. She has been pivotal in the discovery and sustainability of value in the billions of dollars for her clients. She has worked with executives and their teams in dozens of Fortune 500 companies in the majority of states. She has also created enormous value for entrepreneurs, high-growth companies, and aspiring start-ups.
Having made partner in a Big 4 accounting firm in 9 years, Trisha was charged with building thriving practices from scratch in 4 different regions of the country. Through laser-focused strategies and the ability to scale talent and service delivery quickly, she was able to create growth businesses that have expanded exponentially. The leaders she’s cultivated have gone on to be partners, CFOs, CEOs, and much more.
With her own company, Empowered Leadership Cultivation, Trisha partners with C-suites and managing partners to think, plan, and execute strategically for the purpose of accelerated and sustainable growth, primarily in professional service firms. She also partners with larger firms to create success for women and diverse people who are entering leadership positions through a diversity and inclusion peer advisory experience focused on strategy, high-performing teams, and advocacy in leadership.
With a law degree from Case Western Reserve University and a business degree from Miami University, Trisha brings practical results-driven insights as well as leadership acumen. She regularly writes and speaks on a variety of topics, including authenticity in leadership, high-impact teams, creating growth cultures, diversity and inclusion, and many more.
Trisha is married to a Frenchman named Bachir, whom she met while on vacation in Paris. They plan to travel the world together as soon as he is permanently stateside. In her spare time, Trisha fosters Labrador Retrievers, travels to faraway places, and watches lots of foreign films.
As Pinion’s people strategy leader, Christina Ricke creates a legacy of talent. She champions change in the areas of recruiting, retention, human resources, employee engagement, internal communications, learning and talent development, and human resources consulting.
Christina discovers people’s distinct abilities–what a person is best at and loves to do–leveraging one-of-a-kind systems the firm has built and employing tools and resources such as KOLBE and DISC. Then, she helps each person harness his or her passion to boost their career and the firm’s results.
In Pinion’s brick and mortar and virtual offices from coast to coast, Christina fosters a firm culture of entrepreneurship, continual improvement, and creative destruction that breeds out-of-the-box ideas, innovation, and forward progress.
Originally from an ag community in rural southwestern Kansas, she grew up family farming and custom harvesting. To this day, she lives with farmer’s values and loves her continuing involvement with the food and ag industry.
Christina joined Pinion 27 years ago, and eventually led the firm’s community banking practice. At that time, she performed tax work, strategic planning, and business development, building the firm’s bank-industry presence in the Kansas, Oklahoma and Colorado markets. But devoted to people issues throughout her career, she became driven to transition to her current role, where she now creates career opportunities for the firm’s team members. As a member of the firm’s executive leadership team, she focuses on understanding and cultivating the distinct abilities that enable each unique team member to flourish. Additionally, she continually builds and supports an environment that makes it enjoyable for people to stay and grow as satisfied professionals who continually expand their talents.
David Wurtzbacher is Founder and Chief Executive Officer of Ascend, a platform that empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Ascend is backed by Alpine Investors, a people-driven private equity firm that previously backed David as President and CFO of Lightwave Dental which he helped grow from scratch to $300 million in revenue over five years. He spent the early years of his career at J.P. Morgan in New York, identifying, researching, and executing investments for its Asset & Wealth Management division. David earned an MBA with Distinction from Harvard Business School and a BS in Finance, magna cum laude, from Wake Forest University. David is proud to be from Colorado but he lives in northern Virginia with his wife and two young kids.
One of the unforeseen and unexpected outcomes of the COVID pandemic is the impact on the culture and work practices of many organizations, large and small, public, private, nonprofit, and institutions. Throughout the US and the rest of the world, employers and employees are adjusting to this new reality, trying to come to grips with the changes and challenges of remote work locations, schedules, and team processes in workplace culture.
These changes have impacted service-based organizations quite distinctly. To further complicate matters, issues of workplace demographics, competition for talent, and anticipation of AI's role going forward in the workplace have left many wondering what the future of work and culture looks like.
During this presentation, we will look at aspects of culture building that remain important despite the upheaval we are experiencing, including:
- How to address and manage the workplace power dynamic shift
- When and how to create organizational alignment, utilizing values and vision
- Opportunities to drive employee retention and engagement, becoming a preferred employer
There will be opportunities for discussion and sharing of thoughts and information.
Thomas E. Hopkins was Corporate Officer and Senior Vice President, Human Resources for The Sherwin-Williams Company. He held that position from 1997 to his retirement at the end of 201
In that role, Tom was primarily responsible for the development, implementation, and transformation of the enterprise-wide Human Resources Strategy to drive superior performance of Sherwin-Williams’ business objectives. Tom’s scope of responsibility included: Global Talent Management, Compensation, Benefits, Employee Engagement and Culture Building, EH&S, Diversity, and Community Engagement.
Prior to assuming the senior HR Leadership role in 1997, Tom held various HR and Training positions of increasing responsibility within the Paint Stores Group, including VP-Human Resources from 1990-1997. Tom joined The Sherwin-Williams Company in 1981 as an intern in the Training Department for the Paint Stores Group. Early in his career he created and implemented a Management Trainee Program. The innovative program became institutionalized and has long been the talent development engine for the company, resulting in deep leadership bench strength and high levels of employee retention. Later, he supported the development and roll out of SW’s Culture of Excellence, that has become the cornerstone of continuous improvement for Sherwin Williams with a particular emphasis on supply chain and innovation.
Tom has been actively involved with several Northeast Ohio based organizations and agencies. He has a strong interest in talent and workforce development supporting the economic growth and vitality of the region. He is the former Chair of the Cleveland Leadership Center and Vocational Guidance Services and was on the Cleveland Commission on Economic Inclusion. Tom became a Trustee for Cleveland State University’s Foundation in 2014 and became Chair of the Foundation in 2019, while also serving on the CSU Board of Trustees. Finally, Tom is a Vice Chair for JumpStart.
Originally from Wooster, Ohio, Tom graduated from Malone College in 1978 (magna cum laude), earning a Bachelor of Arts in Psychology and Religion. He holds a Master’s Degree from Cleveland State University (1982) where he studied Organizational Psychology. In 2012, Tom was recognized with the Archer Lifetime Achievement Award in Human Resources, and was also named as one of Cleveland State University’s Distinguished Alumni. In 2018, Tom was recognized as the George B. Davis Award for service to the University. Tom and his wife Marsha have three adult children, seven grandchildren and reside in the Chagrin Falls area. His hobbies include golf, biking, fishing, music and reading.