South Florida Accounting Conference - Livestream (SFACWEB)

Timothy Naddy

Wait…he’s a CPA?!? Oh, you better believe it…and then some ;-) An entrepreneur, college professor, financial professional and author (EDYM, available early 2026!), this guy’s looking to start another Renaissance! Simply, whether in the boardroom, classroom, or locker room, his passion is to help others make better decisions by translating tedious technical topics into tangible intelligence useful for personal and professional success. And if you thought THAT was a mouthful, check out his personal formula for success: (Big 4 + Private equity + Franchising + Internet startups + Fraud Examiner + CFO Consulting + 18.5“ Biceps) / (Humility + Faith + Family) = Accounting Badassery in motion.  I mean, it’s just math, right?!? Living his personal mantra of Integrate, Educate, Elevate…and Entertain, Dr. Tim Naddy abhors complacency and doesn’t believe in settling for less because a good day consists of helping folks understand their value (and yes, you’re worth it). An alchemist of precision, professionalism, and panache, his secret sauce is using storytelling to mix all the things he loves…entertaining, speaking, writing, sumif functions, and jazz hands…into the wonderful world of Accounting and Phinance. Shadow Ops is his domain, but he ain’t shy of the spotlight either, so if you’re down to collab, he’s ready to rock n roll! Connect with him on LinkedIn and tune in to him on his Business Biceps & BS podcast (LI: Business Biceps & BS | IG: @bizbisnbs ) #cpaevolved #respectthegrind

Cindy Ragan

Cindy Ragan is the founder and President of Ragan & Associates, P.A., a consulting firm that specializes in the mergers and acquisitions of accounting firms for the past 28 years. She has a
Masters Degree from George Washington University in International Economics and Finance and is certified as an Certified Valuation Analyst (AVA). She is also author of “The Complete Guide to Mergers & Acquisitions of CPA Firms”. Ms. Ragan worked as an Economist on Wall Street before relocating to South Florida to become an entrepreneur. She has founded and sold several businesses of her own over the past 30 years and has been a management consultant and business valuation analyst to the CPA industry for the past 28 years.

Paul Roy

Paul Roy is a seasoned entrepreneur with a career that began in his late teens. Over the years, he has built and acquired diverse businesses, including an office products company, a human resources firm, a computer forms company, and a yachting facility. He also served as COO of an agricultural facility generating over $12 million in annual revenue.
As a Certified Professional Coach, Paul has spent the past ten years specializing in business consulting and coaching for accounting firm partners and owners. He is the Co-Founder of CPA Business Coach, dedicated to helping accountants transition into trusted business advisors who provide greater value to their clients.
Paul is also the Founder of Profitable Practice Pro, a program designed to empower accounting firm owners to step into their roles as visionary leaders and CEOs. His mission is to guide accountants in building practices that are profitable, sustainable, and aligned with their personal and professional goals.

Thomas Ruggie

Tom Ruggie, ChFC®, CFP® is a visionary wealth manager, executive, entrepreneur, author, and speaker, who spent 34 years building one of the country’s pre-eminent wealth management organizations, including an independent RIA, multiple wealth management firms, alternative investment fund, and co-investment fund.  In 2017, he founded Destiny Family Office to help individuals - and their families - navigate the challenges and complexities of managing significant wealth.  He facilitates seamless collaboration and communication among trusted advisory teams for his client families, ensuring they work in concert to serve those clients’ best interests.
Ruggie focuses on providing privileged access to institutional-caliber alternative investments, including pre-IPO direct/private investments. As an avid collector of sports memorabilia and an advisor on collectibles as an asset class, he helps clients turn personal interests into powerful investments.
With entrepreneurial skills honed by Strategic Coach®, Vistage®, and most recently Tiger21, in 2024 Ruggie earned his ranking as the #1 Forbes Best-in-State Wealth Advisor (North Florida), as a Barron’s Top 1200 Wealth Advisors (for the 13th time), and among InvestmentNews’ Hot List of 100 financial professionals shaping the industry. His firm was also named InvestmentNews’ RIA Team of the Year and one of America’s Top Financial Advisory Firms by Newsweek.

Rebecca Santos

Rebecca Santos supports CPA firms in understanding and improving their cybersecurity posture through practical, easy-to-follow guidance. At Shield IT Networks, she serves as the bridge between firms and the technical team, walking professionals through assessment findings and helping them take the right steps to reduce risk and meet evolving compliance requirements. Over the past year, Rebecca has become a familiar face at FICPA events, where she continues to provide members with valuable resources, industry insights, and one-on-one support tailored to the unique cybersecurity challenges of the accounting industry.

Monique Greenberg

Monique Lavender Greenberg is the founding attorney of Lavender Greenberg PLLC in Coral Gables, Florida. In this role, she focuses her practice on estate planning and probate law, advising families and individuals on the financial, legal, and tax aspects of their estate plans.  Monique is Board Certified in Wills, Trusts, and Estates by the Florida Bar and she obtained both a Master of Laws in Estate Planning and a Juris Doctorate from the University of Miami School of Law.

Monique is a former president of the Coral Gables Estate Planning Council, where she has actively participated in several roles and currently serves on its Board of Directors. She has been awarded the AEP® Designation from the National Association of Estate Planning Councils, where she also serves on the organization’s Board of Directors. She serves on the Florida Probate Rules Committee of the Florida Bar, as well as on the Board of Directors of the Coral Gables Bar Association.

She has built a strong reputation in the legal field, recognized with awards such as the ‘On the Rise’ honor from the Daily Business Review’s 2024 Florida Legal Awards; which honors South Florida’s most promising lawyers under the age of 40. Monique was also honored by the Coral Gables Chamber of Commerce as the 2023 Overall Rising Star and with the prestigious Merrick in the Making award in 2022.

Monique resides in Coral Gables and is an active member of the Miami community.  She has previously served on the board of directors of the Junior League of Miami and Beaux Arts.  She currently serves as a Trustee for the Friends of the Miami-Dade Public Library.

David Yu

David T. Yu is the Founder and Wealth Advisor of DTY Wealth Planning. In addition to his work in financial services, he is an active airline pilot and a former institutional pilot pension committee member for one of the largest U.S. based airlines. 
David has also served as an instructor of adult retirement planning at Broward Community College and advises individuals on how to maximize their Social Security benefits. He also counsels families on late-stage college financial planning and frequently presents on tax mitigation strategies at CPA conferences and symposiums.  
David has been featured on ABC, CBS, Fox, and NBC News, and recognized as one of America's Best Retirement Experts by Kiplinger's. David is the host of the podcast Jet Setting Wealth Advisory, where he shares financial insights tailored to aviation professionals and high-net-worth individuals & familes.

Rolando Aedo

Rolando Aedo has been a senior member of the Greater Miami Convention & Visitors Bureau (GMCVB) since 1994 and was appointed as Chief Operating Officer in December 2017. He works closely with the President and CEO in the day-to-day operation of all aspects of the organization and helps maintain and strengthen external stakeholder relationships. He leads GMCVB’s high-priority initiatives and establishes strategic programs and partnerships to ensure the organization continues to remain at the forefront of the Destination Marketing Organization industry.


Mr. Aedo is fluent in Spanish and Portuguese and has degrees from Miami-Dade College, Florida International University, and an MBA in International Business from the University of Miami. He is also a Certified Destination Management Executive (CDME) and was recognized as one of the top 25 “extraordinary minds” in sales and marketing by the Hospitality Sales and Marketing Association International.


He serves on the Miami Bayside Foundation which provides minority scholarships and loans, the Education Fund for Excellence in Miami-Dade County Public Schools and several other community and civic groups.

Shelly Weir

Peter Stratos

Peter Stratos is an expert in international tax for both individual and corporate taxes. Peter’s expertise in international tax includes foreign tax credit planning, residency issues, state and local issues for international and multinational businesses, expats and inpats, pre-immigration planning, transfer pricing, compensation planning, treaty positions, entity selection, organizational structuring and withholding issues, artists, entertainers, athletes and various other matters.

Peter has been a speaker for the AICPA and other organizations on various international tax topics and has also written several articles and issue papers covering these topics. He was recognized on multiple occasions by the Virginia Society of Certified Public Accountant’s and Virginia Business Magazine as a “Super CPA” in corporate taxation.

Jason Harrell

Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute’s public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Jason brings numerous years of experience to this role, previously serving as director of government relations for Florida Court Clerks and Comptrollers Association and budget and communications director for the Clerks of Court Operations Corporation, serving in key roles under two Speakers in the Florida House, and serving in the Executive Office of the Governor in the Office of Policy and Budget and Chief Inspector General’s Office.

Daniel Henn

Dan Henn, CPA, CTR™  is a seasoned Tax Professional, CPA Coach, Entreprenuer, and Speaker who is based in Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” “Hidden Profits in Your Tax Practice: Four Easy Ways To Add Commas and Zeros To The Bottom Line” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years. Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PA. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning.

Carrie Siegel

Carrie Siegel’s goal is to help drive HR initiatives, maximize employee engagement, minimize liabilities and further the success of your business. She acts as a resource for HR practices and human capital management to help maintain compliance and improve employee engagement and performance.  

Damon Pike

Damon V. Pike is a Principal in BDO’s nation-wide customs and international trade services consulting practice.  A lawyer by training, Mr. Pike is one of the most accomplished and successful trade and customs professionals of the last half century.  He is a former Federal Judge-designate of the U.S. Court of International Trade (“CIT,” where he was nominated by President George W. Bush in 2005), a former staffer in the U.S. Senate and U.S. House of Representatives (where he worked in both chambers for James T. Broyhill of North Carolina), and a former law clerk to Judge R. Kenton Musgrave of the CIT.  In the private sector, he practiced law in the early 1990’s with the Atlanta-based firm Kilpatrick Townsend, then launched the customs and trade practice of Deloitte in 1993.  He remained there as its national director until 2006.  Mr. Pike founded his own boutique law firm in 2006, which he ran for 12 years before returning to the global accounting firm world in 2019 to launch BDO’s customs and trade practice.  He is an honors graduate of Duke University, received his law degree from Wake Forest University, and has been an adjunct Professor of Law at Emory University in Atlanta since 2005 where he teaches “Customs Law” based on the textbook he co-authored - the only one of its kind ever published in the United States.

Reginald Andre

Reginald "Andre" Andre is the founder and CEO of ARK Solvers, a leading cybersecurity, IT, and AI consulting firm in South Florida. With nearly two decades of experience, he is recognized as a trusted advisor to businesses navigating the evolving landscape of technology, regulatory compliance, and digital transformation. Under his leadership, ARK Solvers has been named one of the region's fastest-growing IT firms and is known for its white-glove service, rapid response, and strategic approach.

In 2025, Andre expanded ARK Solvers' services to include AI consulting, equipping clients to safely adopt automation, machine learning, and intelligent tools to reduce inefficiencies and accelerate growth. His work bridges the critical gap between cybersecurity protection and AI innovation, helping organizations scale securely in today's digital-first economy.

A sought-after speaker at industry panels, schools, and business events, Andre delivers practical insights on cybersecurity, AI adoption, and smart business growth. His clients span financial services and other professional service industries where CPAs are trusted to safeguard data, ensure compliance, and drive growth.. Beyond business, he is dedicated to service—mentoring first-generation students, serving on nonprofit boards, and leading global initiatives that raise awareness about human trafficking and online safety.

Jaideep Singh

Jaideep is the Co-founder & CEO with 20 years of experience in building Ai companies, and a proven track record of creating successful startups that have created over $3 Billion in value. He is passionate about combining AI/ML with CPAs to build a game-changing tax solution. He has a BS and MS in Computer Engineering from the University of Arizona, and an MBA from the Wharton School.

Lawrence Levy

Lawrence Levy is the President and CEO of Levy & Associates, a nationally recognized tax resolution firm with offices in Michigan and Florida. With over three decades of experience, Lawrence has built a team of CPAs, attorneys, and former IRS agents to help individuals and businesses navigate complex tax issues, including audits, levies, wage garnishments, and back taxes. Known for his hands-on approach and 24/7 client support, Lawrence takes pride in offering personalized service and real solutions—often when clients feel they’ve run out of options. Under his leadership, Levy & Associates has become a trusted name in tax relief, earning an A+ rating from the BBB and a strong reputation across the country.

Andrei Stern

Andrei is an entrepreneur with expertise in financial strategy and operational efficiency. He is the Co-Founder and CFO at SuViche Hospitality Group, which owns two of South Florida’s most popular restaurant concepts: SuViche and Novecento. Andrei specializes in streamlining financial processes, building long-term vendor relationships, and leveraging technology to drive efficiency and growth. His strategic focus continues to strengthen the group’s foundations and position it for long-term success.

Nicole Mastrangelo

Nicole is the Co-Founder and CEO of the Daily Drip, is a community of thousands of female business owners, founders, CEO's, executives, leaders, stakeholders, and professionals throughout South Florida. Nicole is brand champion and teaches law firms, accounting firms and other businesses how to establish a lasting and valuable presence online.

Carlos Garcia

Carlos is one of the most dynamic and engaging speakers in our industry. Serving on both the FRLA State and Miami Boards, he is recognized for his operational excellence, authentic leadership style, and ability to energize executive audiences.

Carlos Gazitua

Carlos is a broker, businessman and attorney who successfully transitioned from professional services to leading one of South Florida's most iconic restuarant brands. Under his leadership, Sergio's has expanded into a multi-unit success story while maintaining its authentic Cuban heritage. A frequent national media commentator, Carlos brings a sharp, informed perspective on business, leadership, and policy.