CPE accreditation information

Mark Allwood

MSI Board Director, HaysMac

Ashtyn Blanchard

Marketing Director, Clyde Snow Attorneys at Law

Kimberly Blascoe

CPA, CPA.com

Kimberly leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development and training offerings.

Prior to joining CPA.com, Kimberly’s career has spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kimberly led their CAS practice, providing a value-driven client experience utilising an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker Dealer & Advisor Network segment of the vertical.

Kimberly graduated from Montana State University with a Bachelor of Science, majoring in Accounting.

She will be speaking at our Accounting Firms' North American Managing Partners Meeting.

Jonyce Bullock

CEO, Squire

John Byrne

Chief Business Development Officer, Gould & Ratner LLP

Salvatore Caroniti

Chief Operating Officer, Corrigan Krause CPAs and Consultants

Corey Castillo

Chief Operating Officer, Lagerlof LLP

Raymond Chipman

Audit and Advisory Partner, Squire

Raymond Chipman is Audit and Advisory Partner at Squire, accounting firm in Salt Lake City, Utah.

Freddie Custodio

Enterprise Director, alliantgroup

Freddie Custodio is a seasoned business development professional and Enterprise Director at alliant's Houston headquarters, where he leads specialized teams focused on delivering technology services and innovation consulting. He excels at bridging the gap between technical requirements and business outcomes, ensuring clients maximize their return on innovation.​

In his leadership role, Freddie specializes in managing complex technology projects across multiple industries. His consultative approach has enabled numerous businesses to secure the capital necessary to reinvest in critical technology infrastructure, driving innovation and sustainable growth.​

Freddie's achievements also include leading cross-functional team in securing millions in federal R&D credits for architecture, construction technology implementations, and automotive manufacturing automation firms. ​

With a Bachelor of Science in Mechanical Engineering from the University of Alabama, Freddie combines technical expertise with proven capabilities in enterprise strategy, technology architecture, product engineering, data analytics, and software consulting services.​

Barry Devine

Renewable Energy Tax Credit Product Manager, Tri-Merit

Barry has spent more than 18 years advising clients on specialty tax credits and incentives.  He has extensive experience with building credits and incentives practices and his roles have included project management, developing project processes and deliverables, software development and business development activities. Barry has experience in many industry sectors such as architecture and engineering, manufacturing, computer science and defence contractors. Currently, Barry is working to develop the Renewable Energy Tax Credit Services offering at Tri-Merit.

Joshua Driskell

Managing Partner, Lagerlof LLP

Raechel Duplain

Motivosity

Raechel Duplain is VP of Marketing at Motivosity and a B2B SaaS marketing leader with 16+ years of experience in go-to-market strategy, brand positioning, and revenue growth. Previously, she held senior marketing roles at Podium and Workfront, the latter acquired by Adobe, where she drove product launches and campaigns tied to measurable revenue outcomes. She has also served as a marketing coach for female entrepreneurs, helping early-stage brands develop clear GTM strategies for growth.

Mark Evans

VP of Sales, Motivosity

Amy Goldstein

Chief Financial Officer, Partner, Schulman Lobel

Rebecca Goodman-Stephens

CEO, Moses Singer

Travis Hansen

Former basketball player/ Founder & Chairman, Tesani Companies

Travis Hansen is the founder of Tesani Companies (est. 2013), a private equity firm that has launched Eddy, TIG, Lift, Tech9, and Irvine while acquiring and operating multiple businesses across tech, finance, and services. He also co-founded the Sunshine Heroes Foundation with his wife, LaRee, in 2007, a nonprofit that has impacted children and families in over a dozen countries.

Before his business career, Travis was an elite athlete ans basketball player. He was drafted in 2003 with the 37th pick with LeBron James and Dwayne Wade and played in the NBA for the Atlanta Hawks. And later played ten seasons in the Euroleague for Tau Ceramica (Victoria, Spain), Dynamo, Khimki (Moscow, Russia), and Real Madrid (Madrid, Spain).

His career achievements in basketball include 4x All-Euro Team & All-Euro Defensive Team, 2006 Copa Del Rey Champion, Two-time MWC Champion, 4x All-Russian Super League Team, and VTB United Champion in 2011. In September 2013, Travis retired from professional basketball. He Is the Author of “The Next Few Years Will Change Your Life”, a book published by Deseret Book, released in December of 2012.

Hansen’s business and civic achievements include recognition as BYU’s 2015 Young Alumni Distinguished Service Award, UVU’s distinguished Alumni in 2024, being named one of the most remarkable entrepreneurs by Utah Valley Magazine, Utah business named Tesani companies one of the best companies to work for 8 years in a row. 

Joe Hillstead

Tax Partner, Squire

Lauren Hoffman

Business Development Manager - Advisory, Squire

Scott Johnson

Founder & CEO, Motivosity

Brian Lebrecht

President, Director & Shareholder, Clyde Snow Attorneys at Law

Sean Lichterman

Regional Director, Capstan Tax Strategies

Sean Lichterman is passionate about tax savings.   

Energetic, creative, and meticulous, Sean’s enthusiasm for serving his clients is palpable.   He builds trust through a client-centric approach, delivering tailored solutions that align with each client’s unique needs.  In that vein he speaks candidly with clients, and won’t hesitate to advise against performing a study that might not be in a client’s best interest.        

Sean’s genuine exuberance makes him a sought-after speaker at live industry events and in the podcast sphere, where he discusses wealth-building, financial planning, and tax savings.   

Steve Lueker

Partner (Tax, Fund Formation & Transactional), Moses Singer

Gaurav Malhotra

Partner, Lucas Horsfall Accountants & Advisors

Gaurav Malhotra is Partner at Lucas Horsfall Accountants & Advisors, accounting firm in Los Angeles, California.

Abby Massey

Principal, Business Development & Technical Services, Capstan Tax Strategies

Abby Massey brings technical excellence to the world of business development.

As a Professional Engineer — licensed in 47 states — and a LEED-accredited professional, Abby’s industry expertise helps her truly understand her clients’ projects. Prior to tax consulting, Abby spent almost a decade specializing in commercial building design, which allows her to fluently speak the “language” of construction, architecture, and engineering. Abby has a special interest in sustainable construction, the built environment, and energy incentives, and finds her work in this sphere particularly meaningful.

Arlene O'Neill

Partner, Gardiner Roberts LLP

Arlene O’Neill is Partner at Gardiner Roberts LLP, law firm in Toronto, Canada.

Sandra Perera

Director - Corporate Sales & International Tax, Rothbard & Company LLC, Certified Public Accountants & Advisors

Jim Perkins

Founder, JGP Consultancy, LLC

James (Jim) Perkins is the founder of JGP Consultancy, LLC, bringing more than 35 years of experience in legal industry and general business consulting. With deep expertise in law firm operations, strategy, financial health and governance, Jim provides practical, insight-driven advice to help law firms and legal services organisations grow, navigate mergers and alliances, and improve key performance indicators in the U.S. and internationally.

Prior to founding JGP Consultancy, Jim spent more than 25 years at Procopio, Cory, Hargreaves & Savitch LLP, serving as the firm’s Chief Operating Officer (COO) and, for the final 13 years, Chief Compliance Officer (CCO). As COO, he led all non-legal operations, including finance, human resources, administration, marketing and business development, information services, knowledge management, and technology innovation. He was a member of the firm’s Management Committee and shared responsibility with the Managing Partner for the firm’s strategic direction. As CCO, Jim was responsible for designing and implementing the firm’s Enterprise Risk Management (ERM) Program and served as Co-Chair of the Enterprise Risk Management Committee alongside the firm’s General Counsel. During his tenure, Procopio grew from a small, single-office local firm into a top-tier AmLaw 200 firm with more than 380 lawyers and staff across multiple offices.

Jim will be speaking at our Law Firms' North American Managing Partners Meeting.

Melanie Pittas

MSI Board Director, HaysMac

Haley Revel

Managing Director, Calibrate

Haley Revel is a Managing Director at Calibrate, where she advises professional services firm leadership on how talent, leadership capability, and business operations must evolve to support the next generation of law and accounting firms.

Her work focuses on helping firms rethink how business services functions contribute to firm performance. Haley partners with Managing Partners and firm C-Suite leaders to assess organizational effectiveness, redesign operating models, and build leadership teams that enable partners to strengthen client relationships and drive growth.

A central theme of Haley’s work is the role of business professionals as Revenue Enablers within modern professional services firms. Through Calibrate’s advisory and executive search work, she helps firms identify, develop, and elevate leaders across marketing and business development, finance, professional development, and recruiting who play a critical role in helping lawyers and accountants win, retain, and expand client relationships.

Haley brings nearly two decades of global consulting experience leading large-scale talent and organizational initiatives across the United States and more than 50 countries. Today she works with firm leadership teams to translate strategy into practical operating models that strengthen leadership alignment, improve how work gets done, and position firms for sustained growth.

She holds a Bachelor of Business Administration from Baylor University and lives in Austin, Texas with her husband and three children.

Martin Rothbard

Managing Partner, Rothbard & Company LLC, Certified Public Accountants & Advisors

Martin Rothbard is Managing Partner at Rothbard & Company LLC, Certified Public Accountants & Advisors, accounting firm in Fort Lauderdale, Florida.

Martin A Scott

CEO, MSI Global Alliance

Martin is the Chief Executive of MSI Global Alliance and leads the MSI Secretariat team.

Martin brings extensive experience in professional services, drawing on his background as a Global Client Service Partner at EY and senior roles at PwC.

He has a deep understanding of international business and the professional services landscape, and supports MSI’s members while driving the growth and global presence of the alliance.

Leslie Sobol

Tax Partner, Lucas Horsfall Accountants & Advisors

Leslie Sobol is Tax Partner at Lucas Horsfall Accountants & Advisors, accounting firm in Los Angeles California.

Ryan Starks

Executive Director, EDCUtah

Ryan Starks is the Executive Director of the Salt Lake Chamber and the Economic Development Corporation of Utah (EDCUtah).

Ryan’s career spans public service, education and entrepreneurship, with prior roles at the Heber Valley Chamber of Commerce, Brigham Young University and as founding director of Wasatch CAPS. He also led international trade missions and launched initiatives like the Startup State and Joint Utah Mexico Partnership (JUMP) program to strengthen Utah’s global and rural economic reach.

Keith Woodwell

Director & Shareholder, Clyde Snow Attorneys at Law