Mr. Conley is an attorney in the Chicago office of Seyfarth Shaw LLP. He focuses his practice on employee benefit plans. Mr. Conley has experience counseling clients on qualified retirement plans, health and welfare plans, and executive compensation. Mr. Conley is a member of the firm’s Health Care Reform Team. This cross-departmental team of lawyers was formed to focus on how health care reform will affect our clients. Mr. Conley started closely following health care reform well before it was passed into law. He regularly consults with governmental agencies on health care reform developments and has submitted comments on health care reform interim regulations on behalf of clients. Mr. Conley has presented extensively on health care reform and what it means for businesses, including leading the Healthcare Reform Certification Program offered by the Employer Healthcare Congress.
Mr. Menkes is a founding partner of Mandell Menkes. He represents businesses, and defends consumer class actions, including suits alleging violations of the Consumer Fraud Act, the Fair Debt Collection Practices Act and the Truth in Lending Act; negotiates and documents lending, real estate, corporate, health care and other transactions. Mr. Menkes frequently speaks to lawyers and industry participants on the law concerning credit, gift and other payment cards, the Fair Debt Collection Practices Act, other consumer finance issues, and commercial lending. He holds a J.D., University of Chicago – 1984 and B.A., William & Mary – 1981 (with highest honors).
CJ Aberin is a Shareholder at KBKG and oversees the Green Building Tax Incentive practice. CJ is accredited to certify energy efficient tax credits and is one of the first professionals in the country to earn the highest level of industry certification in Cost Segregation. He is a frequent speaker and has provided continuing professional education to thousands of CPA’s across the country on various real estate tax issues. He currently co-chairs PrimeGlobal’s Construction & Real Estate Group, which has over 200 members.
Chad Cook possesses a wealth of experience and expertise in such transformational, organizational change initiatives as globalization, strategic planning, business restructuring, lean manufacturing, innovation, and mergers & acquisitions. A master of global leadership development, Chad specializes in helping individuals, teams, and organizations accelerate critical business outcomes and achieve consistently profitable results.
As a result of Chris’ direction, BiggsKofford has become a leader in the M&A sector, involving the firm in over 300 merger, acquisition, and sale transactions. Chris is also active nationally in the M&A profession and was instrumental in developing the M&A certification curriculum for the Alliance of Merger & Acquisition Advisors (AMAA). He co-authored “Middle Market M&A” published by Wiley Finance in 2012. He currently sits on the Board of the AMAA and serves as the lead instructor for the Certified Merger & Acquisition Advisor (CM&AA) designation. Chris is a CPA/ABV, CM&AA, and holds Series 7 and 79 Investment Banking licenses.
Corey Rosen is the senior staff member and founder of the National Center for Employee Ownership, a private, nonprofit membership, information, and research organization in Oakland, CA that is widely considered to be the authoritative source on broad-based employee ownership plans. Over the years, he has written, edited, or contributed to dozens of books, articles and research papers on employee ownership
Dan Harris is a founding member of Harris & Moure PLLC, a boutique international law firm based in Seattle, Washington, with attorneys in Beijing and Qingdao, China. Dan heads up the U.S. Side of his firm’s Asia practice, focusing on protecting American businesses in their Asian operations. Dan has his B.A. from Grinnell College and his J.D. summa cum laude, from Indiana University School of Law. Dan is also lead writer for the multiple-award winning China Law Blog (www.chinalawblog.com).
Dustin Hostetler is a Lean Six Sigma Master Black Belt and the founder and Principal of Flowtivity, LLC. He is a nationally recognized speaker and pioneer in applying the Lean and Six Sigma concepts to public accounting firms. He also has extensive experience working in the manufacturing, distribution, and professional service industries. Beyond Lean Six Sigma strategy and deployment consulting within organizations, Dustin conducts dozens of training workshops each year, including a Lean Six Sigma Green Belt Certification for CPAs.
Ed Kless joined Sage in July of 2003 and is currently the director of partner development and strategy. He facilitates the Firm of the Future Symposium, Sage Consulting Academy and various workshop on the art and practice of consulting. Ed is senior fellow at the VeraSage Institute, a think tank dedicated to the elimination of the billable hour in all professional organization. He is a frequent contributor to industry publications and has spoken at many conferences worldwide.
Mr. Wasny, MA, CMC, CITP/FITP/FIBP, is a professional development consultant to accountants, lawyers, engineers, doctors and pro sports executives worldwide. He advises high-skill decision-makers how to thrive in the digital age and unleash their online potential using productivity, search, mobile and social technologies.
Gian Pazzia oversees all KBKG Cost Segregation operations nationally and is the subject matter expert for their 263(a) Repairs vs. Capitalization services. He currently serves as President for the American Society of Cost Segregation Professionals. He has been published in various accounting publications and a frequent speaker for prominent accounting associations.
Jon Karelitz is an associate in the Employee Benefits and Executive Compensation Department of Seyfarth Shaw LLP. He helps employers develop and manage legally compliant compensation and benefit programs that are aligned with business and labor relations objectives. He regularly counsels clients regarding retirement plans and group health plans for union and non-union workforces, as well as executive compensation arrangements.
Jonathon Parry is a business and estate planning attorney with Kruse Landa Maycock & Ricks in Salt Lake City, Utah, with 16 years’ experience serving business owners and professionals. He is a 1996 graduate of the University of Nebraska College of Law, Lincoln, Nebraska, and a 1993 graduate (Phi Beta Kappa) of the University of South Dakota, Vermillion, South Dakota, where he earned a Bachelor of Science Degree in political science and history. Jonathon is a Member of the Utah, Washington, Colorado, and Nebraska bars. He is certified as a business exit planner (CExP) by the Business Enterprise Institute.
Katherine Burik has been a human resource executive for over 25 years in Northeast Ohio and Chicago, reporting to the President and CEO and responsible for the entire array of human resource functions. She has specific expertise in strategic human resource planning and coaching leadership teams to improve performance and results.
Laurel Delaney is a successful entrepreneur, speaker, educator and author with more than 25 years of global business experience. She runs GlobeTrade.com, a leading management consulting and marketing solutions company dedicated to helping entrepreneurs and small businesses go global.
Paul Hofman has been a chief financial officer and practicing certified public accountant. He is a former partner and Managing Director, Consulting Services at RSM McGladrey. Paul is a widely respected speaker and educator with an extensive presentation schedule on topics including financial statement fraud, financial statement analysis, and lenders’ due diligence. He is a CPA, Certified Fraud Examiner, and holds an MBA from the University of Chicago.
Paul McCormack has over 17 years of experience in corporate fraud and intellectual property theft prevention, detection and investigation. Unlike many fraud experts, he has both industry and professional services experience. Also a freelance writer, he has written over 400 articles on a broad range of topics including accounting, banking, cloud computing, corporate governance, corruption, cyber security, executive protection, fraud, insurance, human resources, intellectual property, social media, and supply chain management.
Robert F. Klueger (J.D., LL.M) is a Certified Tax Law Specialist (State Bar Board of Legal Specialization) and is AV rated by Martindale-Hubbell (highest possible rating). He is the author of numerous books and scholarly articles on asset protection and tax planning. Mr. Klueger is one of the very few private attorneys in America who has argued a tax case before the United States Supreme Court. Mr. Klueger is a frequent lecturer on asset protection for the California Bar Association and various other groups. A practicing attorney since 1974, he is a member of the bars of the United States Supreme Court, the United States Tax Court and the state bars of California, New York and Colorado.
Ron Baker is the founder of VeraSage Institute, the leading think tank dedicated to improving the professions for posterity. As a frequent speaker, writer, and educator, his work takes him around the world spreading his Value Pricing message. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession.
Ronen Shefer is the Chief Executive Officer of ROCG Americas which is an international consulting firm with offices though out North America, Australia and Europe. ROCG is focused on helping business owners with starting, growing and exiting their business and as the business exit & transition specialists, ROCG helps businesses build value, transition from one phase to the next and properly plan the owner’s exit from the business.
Sandra Wiley is COO and Senior Consultant with Boomer Consulting, Inc. and is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. She is also a founding member of The CPA Consultant’s Alliance. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff
Sarah Johnson, Chief Growth Strategist and Founder of Inovautus Consulting, started her career as a marketing professional and human resource professional in an accounting firm. It was during this period where she learned a lot about how professional service firms work and the importance of having a marketing and talent acquisition/retention strategies running parallel to achieve growth.
Steve Baron is a partner with Mandell Menkes LLC in Chicago. Mr. Baron has significant experience in complex commercial litigation and dispute resolution, with particular emphasis on matters involving intellectual property, media, First Amendment, advertising, marketing and class action defense. Outside of the courtroom, Mr. Baron guides clients in selecting and clearing trademarks and prosecuting trademark and copyright applications before the United States Patent and Trademark Office and Copyright Office. He also counsels clients on matters involving rights of publicity and privacy.
Terry Shepherd is a principal of ROCG Americas which is an international consulting firm with offices though out North America, Australia and Europe and is the leader of ROCG’s Boston office. ROCG is focused on helping business owners with starting, growing and exiting their business and as the business exit & transition specialists, ROCG helps businesses build value, transition from one phase to the next and properly plan the owner’s exit from the business.
Z. Christopher Mercer is the founder and chief executive officer of Mercer Capital. Chris began his valuation career in the late 1970s. He has prepared, overseen, or contributed to more than a thousand valuations for purposes related to M&A, litigation, and tax, among others. In addition, he has served on the boards of directors of several private companies and one public company. Chris has extensive experience in litigation engagements including statutory fair value cases and business damages and lost profits. He is also an expert in buy-sell agreement disputes. Designations held include Accredited Senior Appraiser (ASA) from the American Society of Appraisers, Chartered Financial Analyst (CFA) from the CFA Institute, and Accredited in Business Appraisal Review (ABAR) from the Institute of Business Appraisers. In 2011, Chris was appointed to the International Valuation Professional Board of the International Valuation Standards Committee (IVSC). The role of the International Valuation Professional Board is to promote the development of the valuation profession globally. Prior to this appointment, Chris served as the Chairman of the Standards Committee of the American Society of Appraisers. Chris is a prolific author on valuation-related topics and a frequent speaker on business valuation issues for national professional associations and other business and professional groups.