FAE Speakers

Name: Stephen Abramson Firm: APS Pension & Financial Services Stephen Abramson is the President and Founder of APS. He has taught professional-level education programs for the American Society of Pension Actuaries and lectured to professional groups including the Nassau Bar Association, the NYS Society of CPAs, the National Conference of CPA Practitioners, th... Read More

Name: Lesley Adamo Firm: Lowenstein Sandler P.C. Lesley works closely with clients, as well as her corporate colleagues, to understand clients' business objectives and help ensure that transactions are structured tax-efficiently. She provides counsel on a variety of transactional tax matters, including corporate, partnership, and individual tax i... Read More

Name: Nikhil Aggarwal Firm: Deloitte & Touche LLP ... Read More

Name: Frank Agostino Firm: Agostino & Associates Frank Agostino, Esq., Agostino & Associates PC, Hackensack, NJ, is the founder and president of Agostino & Associates, P.C. Prior to entering private practice, Mr. Agostino was an attorney with the Internal Revenue Service’s District Counsel in Springfield, Illinois and Newark, New Jersey. He also... Read More

Name: Abigail Ahern Firm: Floyd Advisory LLC Abigail Ahern is a Manager at Floyd Advisory. She has forensic accounting experience, including in internal investigations, litigation services and transaction advisory services (including closing statement reviews and postacquisition disputes). She also has experience evaluating internal control e... Read More

Name: Ash Ahluwalia Firm: OneTeam Financial LLC Ash Ahluwalia is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of claiming strategies to maximize retirement income benefits. Social Security is the la... Read More

Name: Mathieu Aimlon Firm: Aimlon CPA P.C. Mathieu Aimlon is a certified public accountant in the U.S. and in France at AimlonCPA P.C., a full-service certified public accounting firm in New York, NY, serving business owners and companies in the US & Europe with year-round accounting, audit, tax and advisory. He has education in business, b... Read More

Name: William Allen Firm: Surgent McCoy CPE LLC Dr. William H. Allen Jr. opened his own accounting firm (Allen & Associates, CPA) in 1984 and he still manages the firm’s overall day-to-day operations. His particular expertise lies within the areas of taxation and attest functions, which include auditing, compilations, reviews, and other services... Read More

Name: James Alterbaum Firm: Moses & Singer LLP James Alterbaum, Of Counsel in the Corporate practice group, has over 35 years’ experience in corporate, securities, commercial and employment law. With a background in accounting and finance, Jim takes a business and entrepreneurial approach to the law, serving public and private clients in divers... Read More

Name: Gregory Altman Firm: Unknown Industry/Commerce Company Gregory J. Altman, CPA, is the Director of Finance and Operations at Health Sciences Charter School in Buffalo, NY. Prior to joining the school, he was the CFO of Somerset Capital Partners in Williamsville, N.Y. for approximately 15 years. He has been a member of the Society since 1989; and is a... Read More

Name: Todd Angkatavanich Firm: McDermott Will & Emery LLP Todd Angkatavanich focuses his practice on advanced wealth and succession transition planning. He regularly creates and implements wealth planning and investment structures to provide for the orderly and tax-efficient transition of family assets from one generation to the next while providing for t... Read More

Name: Philip Antico Firm: WithumSmith+Brown P.C. Philip Antico is a partner based in Withum, Smith + Brown, PC’s New York City office with more than 16 years of experience in public accounting. He provides audit, accounting and tax services to a diversified group of clients in both the private and public sectors, including broker-dealers, private... Read More

Name: Edward Arcara Firm: Edward L. Arcara, CPA P.C. EDWARD L. ARCARA, Sole Practitioner, Edward L. Arcara, CPA PC, Buffalo, N.Y. Member of the Society since 1986; member of the Buffalo Chapter. STATEWIDE: Currently serving on the Board of Directors as a Director at Large. Current member of the Audit Committee. Past member of the Continuity of Practi... Read More

Name: David Ashenfarb Firm: Sax LLP David C. Ashenfarb, CPA, Partner, Sax, LLP is the practice leader of the nonprofit industry group at Sax, LLP, a Top 75 nationwide firm. David merged his firm, Schall & Ashenfarb, CPA’s into Sax on January 1, 2023, with the goal of integrating his diverse nonprofit audit and tax practice into Sax a... Read More

Name: Elizabeth Attanasio Firm: Accounting & Compliance International Ms. Attanasio received a Bachelor’s Degree in Accounting from St. Johns University in 2001. She is a Certified Public Accountant, Financial Operations Principal (Series 27, 99), and Certified Anti-Money Laundering Specialist. She has had extensive training in public accounting and auditing for over... Read More

Name: Arthur Auerbach Firm: Arthur Auerbach, CPA ... Read More

Name: Michael Auerbach Firm: U.S. Department of Labor Michael E. Auerbach As the Chief Accountant, Employee Benefits Security Administration, Mr. Auerbach is responsible for managing the resources of the Office of the Chief Accountant and implementing various comprehensive, nationwide enforcement programs relating to certain provisions of the Employee... Read More

Name: Arthur Auerbach Firm: Surgent McCoy CPE LLC Arthur Auerbach, CPA, CGMA is an independent tax consultant located in Atlanta, Georgia, specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a consultant. He is a member of the Georgia, Virginia, ... Read More

Name: Chad Avink Firm: FORVIS LLP Chad has more than 15 years of experience in public accounting. As a member of Forvis Mazars National Not-for-Profit Group, he provides audit and review services to a variety of not-for-profit clients, including foundations, membership organizations, religious organizations, and other not-for-profi... Read More

Name: Nina Bahazhevska Firm: NCheng LLP Nina Bahazhevska, CPA is a partner and the lead of Quality Control at NCheng LLP. With over 20 years exclusively dedicated to serving a diverse array of NFP organizations—from social services and cultural institutions to educational entities and religious organizations—Nina has carved out a niche a... Read More

Name: James Bandoblu Firm: Hodgson Russ LLP Jim practices in a wide range of domestic and international tax areas. Jim is the leader of the firm’s Tax Dispute Resolution Practice and he regularly assists clients with tax controversies with the Internal Revenue Service and the New York State Tax Department, including in domestic and offshore... Read More

Name: Lauren Baptiste Firm: Acheloa Wellness Lauren Baptiste is enhancing today’s work culture with a simple strategy: prioritize well-being as the "hardest-working" professionals climb the corporate ladder. As a life coach and consultant on a mission to help women level-up at work and at home, Lauren brings more than 13 years of experience i... Read More

Name: Robert Barnett Firm: Capell Barnett Matalon & Schoenfeld Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate’s Court practice,... Read More

Name: Jacalyn Barnett Firm: Law Office of Jacalyn F. Barnett Jacalyn F. Barnett, Esq. brings a wealth of knowledge and experience in matrimonial and family law, initially when she headed the matrimonial department at the law office of Shea & Gould prior to creating her boutique practice, The Law Office of Jacalyn F. Barnett, P.C. in 1993. Having testified as... Read More

Name: David Barral Firm: Northern Trust David M. Barral is a Sr. Wealth Advisor at The Northern Trust Company in New York City. Prior to joining the firm, he worked for a large regional CPA firm in New York City, with a focus on individual tax compliance and advisory services. He is a CPA licensed in the state of New York, a CERTIFIED FI... Read More

Name: Joshua Beale Firm: Commodity Futures Trading Commission Josh Beale is an Associate Director in the Market Participants Division of the Commodity Futures Trading Commission. Josh’s primary responsibilities include capital, margin, segregation, and financial reporting requirements for futures commission merchants, swap dealers, major swap participants, a... Read More

Name: Crystal Bean Firm: TIAA ... Read More

Name: Neil Beaton Firm: Brueggeman & Johnson P.C. Neil Beaton is a Managing Director with Alvarez & Marsal Valuation Services in Seattle. He specializes in the valuation of public and privately held businesses and intangible assets for purposes of litigation support (lost profits claims, marriage dissolutions and others), acquisitions, sales, buy-... Read More

Name: Rafael Beck Firm: Integrated Solutions Rafael Beck is based at Integrated Solutions’? Boca Raton, Florida office. Among his responsibilities, Rafael coordinates and supervises a specialized team of CPAs, portfolio accountants and bookkeepers who handle the financial activities and reporting of the firm’s asset management, broker-dealer ... Read More

Name: Evgenia Belyavski Firm: PKF O'Connor Davies, LLP ... Read More

Name: Warren Bergstein Firm: Adelman Katz & Mond LLP Most people's finances are pretty complex, so they don't always stop to consider all the elements and how they work together. I'm proactive about bringing these things to my clients' attention - no matter what time of year it is. More than forty years of practice in tax planning, estate and trust a... Read More

Name: Robert Berry Firm: The Knowledge Institute ... Read More

Name: Nathan Berti Firm: Hodgson Russ LLP Nate, a second-generation estates and trusts lawyer, concentrates his law practice in all aspects of estates and trusts law. He helps a wide range of clients (primarily high-net-worth individuals and families, business owners, entertainers, managers and executives of investment firms, real estate d... Read More

Name: Matthew Bertino Firm: NB Consulting LLC Matthew Bertino has 25 years of SAP experience in the SAP modules for Sales and Distribution and Variant Configuration. He has completed multiple full project lifecycles in the Distribution, Manufacturing, Staffing, Life Science, Pharmaceutical, Automotive, Hi-tech and FMCG industries. He has also ... Read More

Name: Ankur Bhagat Firm: PricewaterhouseCoopers LLP Ankur Bhagat is a manager in the Deals Valuation practice, specializing in valuation of complex financial securities and derivatives for risk management, tax and financial reporting purposes. Ankur has over five years of experience in analysis and valuation covering equity, fixed income, hybrid sec... Read More

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