Accounting & Auditing Conference Livestream

Sherron Permashwar

Sherron Permashwar, CPA, PFS, is a Wealth Strategist, Financial Mindset Speaker, and founder of The Modern Savvy CPA, LLC. As a Certified Public Accountant and Personal Financial Specialist with nearly three decades of experience, she brings technical financial expertise together with practical, real-life strategy.

Sherron is known for translating complex financial concepts into clear and relatable guidance that audiences can apply. Her work goes beyond the numbers to explore the mindset, behaviors, communication skills, and relationships that influence financial decisions and long-term outcomes.

Through engaging storytelling and practical tools, she helps individuals and professionals move from overwhelm to clarity, from reactive decisions to intentional action, and from traditional number-focused roles to greater strategic influence. She has presented for professional and leadership audiences, including AICPA and CIMA events.

Clare Zempel

Clare Zempel honed his nimble approach to a dynamic analysis of complex economic and financial issues as an economist and investment strategist for major national firms. Prior to founding Zempel Strategic, Zempel served as director of investment policy, chief investment strategist and chief economist for Robert W. Baird & Co. Incorporated, and as chief economist for the First Wisconsin Corporation, now U.S. Bank.

Zempel continues to use that same exceptional mix of skill and insight to consult with financial institutions, corporations and private investors. He combines innovative research and seasoned common sense to create simple tools, sound interpretations and useful recommendations for his clients to use to shape and implement policies. Zempel looks past the headlines to the facts and puts consensus views to the test. He asks and answers the questions that matter most for business and investment success.

Clare Zempel has addressed numerous conferences and seminars in the United States and Canada. He has appeared on CNBC and NPR. The New York Times Magazine counted Zempel among leading business and academic economists, and Business Week listed him among the top investment strategists in the country. The Executive Education Department at the University of Wisconsin-Madison called him a “dynamic expert on investments” and “the Midwest’s most sought-after communicator of savvy, practical investment advice.”

Zempel holds degrees from the University of Chicago, is a Chartered Financial Analyst (CFA) and a Certified Business Economist (CBE). His interests include trumpet playing, dog training, hiking, acting and improvisational comedy.

Angela Storm

Angie Storm is the Chief Accountant in the KPMG Department of Professional Practice (DPP). Angie also serves as Chief Accountant of DPP Americas with responsibility for coordination of various national office activities in the Americas region.

As Chief Accountant, Angie is responsible for overseeing the firm’s response to complex accounting matters and guiding firmwide accounting policy.

Angie graduated from Northwestern University with a Bachelor of Arts Degree in Mathematics and received her Master of Science in Accountancy from DePaul University. She is a licensed CPA in Illinois, New York and Wisconsin and is a member of the AICPA.

Sherron Permashwar

Sherron Permashwar, CPA, PFS, is a Wealth Strategist, Financial Mindset Speaker, and founder of The Modern Savvy CPA, LLC. As a Certified Public Accountant and Personal Financial Specialist with nearly three decades of experience, she brings technical financial expertise together with practical, real-life strategy.

Sherron is known for translating complex financial concepts into clear and relatable guidance that audiences can apply. Her work goes beyond the numbers to explore the mindset, behaviors, communication skills, and relationships that influence financial decisions and long-term outcomes.

Through engaging storytelling and practical tools, she helps individuals and professionals move from overwhelm to clarity, from reactive decisions to intentional action, and from traditional number-focused roles to greater strategic influence. She has presented for professional and leadership audiences, including AICPA and CIMA events.

Nicholas Borden

Nick brings more than 10 years of public accounting experience, specializing in health care and nonprofit organizations. He partners with leaders to navigate financial complexity while embracing emerging technologies that are reshaping the workplace. Drawing on his background in assurance, tax, and consulting, Nick focuses on how tools like AI and data analytics can drive efficiency, enhance decision-making, and streamline finance and operational processes. He combines deep technical expertise with a forward-looking perspective to help organizations move from traditional workflows to more intelligent, automated solutions. Nick is passionate about translating complex concepts into practical, actionable strategies. Known for his engaging and collaborative style, he helps teams understand not just what’s changing, but how to confidently apply new technologies to improve productivity and outcomes.

Kayla Kollmer

Kayla Kollmer is a Manager in Assurance with CliftonLarsonAllen LLP (CLA) in Milwaukee, Wisconsin. She works primarily with manufacturing clients, helping organizations navigate complex accounting, financial reporting, and audit requirements while identifying opportunities to improve processes and operational efficiency. As technology continues to transform the profession, Kayla has developed a strong interest in the practical application of artificial intelligence within accounting and auditing. She is passionate about helping professionals leverage AI tools to enhance productivity, improve decision-making, and create value beyond traditional use cases. In this session, Kayla will share real-world examples and actionable strategies for moving AI beyond the basics and into everyday workflows.

Scott Hirschfeld

Scott Hirschfeld is President & Strategic Technology Advisor at CTaccess, Inc., where he helps organizations align technology investments with business goals while reducing operational and cybersecurity risk. With more than two decades of experience advising business leaders, Scott works with organizations to strengthen technology strategy, improve resilience, and navigate the challenges of an increasingly digital workplace. His practical, business-focused approach helps executives make informed technology decisions that support growth, stability, and long-term success.

Michael Goller

Michael Goller is a shareholder in Reinhart’s Corporate and Tax Departments, where he served as Tax Department Chair for more than 10 years. He leverages his more than three decades of experience, accounting degree and strong relationships within the IRS and various State Departments of Revenue to be an especially effective lawyer. He assists clients with federal and state tax controversy, tax litigation and tax planning.

Michael’s clients vary from large public corporations to mid-sized, private businesses. He’s a self-described “tax geek who litigates,” pairing his outgoing personality with extensive, detailed knowledge and a dedicated work ethic. He represents clients involved in complex disputes with the IRS, the U.S. Department of Justice and various other authorities and has an impressive track record of favorable settlements.

He is the co-author of Federal Tax Practice and Procedure (CCH). Michael enjoys sharing his expertise through writing and speaking engagements on a variety of tax controversy, litigation and planning topics. He is a longtime faculty member at the University of Wisconsin-Milwaukee’s Lubar School of Business and teaches Tax Practice and Procedure in the Graduate Tax Program.

Outside the office, he enjoys cooking haute cuisine, having taken cooking classes in both Italy and France. In fact, over the years, Michael has raised significant funds for a variety of charities by auctioning his services as a chef. He spends time with his wife and daughter, plays golf and loves to travel.