Presenters
Elizabeth Colson,
Director & Partner,
Truity Partners
June Norman,
Partner,
Hartwig, Norman & Shannon, LLP
John Daly,
President & CEO,
Executive Education, Inc.
Nathaniel Weber,
Director, Office of Technical Services,
Wisconsin Department of Revenue
James Brandenburg,
Director, Taxation,
Sikich
Todd Voit,
Portfolio Manager,
Voit & Company, LLC
Geoffrey Trotier,
Partner,
Husch Blackwell LLP
Travis Jack,
Managing Member,
Metz CPA
Katelynn Frederickson,
Director, Financial Recruiting,
Truity Partners
Bruce Lanser,
Senior Retirement Plan Consultant,
UBS Retirement Plan Consulting Group
Sean Smith,
Assistant Professor,
City University of New York - Lehman College
Jason Glisczynski,
CEO, Principal Advisor
Bob Lewis,
President,
The Visionary Group
Doug Lewis,
Director,
The Visionary Group
Prashant Kothari,
President,
SkillBench
Ashlee Hall,
Certified Tax Coach
Isaac Perdomo,
Lead Automation Strategist
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