Attention FAE Customers:
Please be aware that NASBA credits are awarded based on whether the events are webcast or in-person, as well as on the number of CPE credits.
Please check the event registration page to see if NASBA credits are being awarded for the programs you select.

FAE Speakers
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: Jonathan Adler
Firm: Cambium Group
With 10 years of experience as a young entrepreneur building a successful medical service business, and over 15 years of experience creating financial strategies for both individuals and business owners, Jonathan brings a unique perspective to comprehensive financial success. Jonathan integrates... 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: 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: David Alvarez
Firm: New York State Attorney General-Charities Bureau
... Read More
Name: Jorge Amador
Firm: Jorge A. Amador, CPA
... Read More
Name: Indre Anelauskas
Firm: Protiviti Inc.
TBD... 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: Joseph Arnone
Firm: CohnReznick LLP
Joseph A. Arnone, CPA, CGMA, is a partner in the Assurance practice in CohnReznick’s New York office and a member of the PKF O’Connor Davies Not-for-Profit and Education Industry practice. He has more than 20 years of diversified public accounting experience. Joe proactively manages all stages of t... 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
Chad has more than 12 years of experience in public accounting. As a member of FORVIS National Not-for-Profit Group, he provides audit and review services to a variety of NFP clients, including foundations, membership organizations, religious organizations, and other NFPs. He serves as the audit di... Read More
Name: Nina Bahazhevska
Firm: Sax LLP
Nina Bahazhevska, CPA, Principal, Sax LLP, is the Director of Quality Review at Sax LLP, where she focuses on enhancing the quality of Audit Practice. Nina has been serving the not-for-profit community for more than 18 years working with a variety of NFP organizations such as social service provide... 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: 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: 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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