Indulge in a delightful breakfast while nurturing valuable connections with fellow attendees.

Immerse yourself in a delicious lunch, discover cutting-edge tech solutions, and engage in valuable networking opportunities with like-minded attendees on the Floor.

Start your day with a delicious breakfast and the opportunity to build meaningful connections. Join fellow attendees on The Floor for engaging conversations and networking with like-minded professionals.

Elizabeth obtained her Master of Business Administration with a concentration in accounting from the University of Kentucky. She worked in KPMG’s audit group for six years and joined Dean Dorton in 2000. She has over 30 years of experience in public accounting and currently serves as the chair of the Dean Dorton Board of Directors. Elizabeth is a leader on the firm’s Forensic and Valuation Services team, specializing in bankruptcy accounting matters, litigation support, and forensic accounting services. In addition to her Certification in Financial Forensics (CFF), Elizabeth is a Certified Fraud Examiner (CFE). She has served in several fiduciary roles, including Chief Restructuring Officer, Receiver, and Fee Examiner. She has acted as a Compliance Ethics Monitor/Independent Monitor of a rural electric cooperative, reporting to two branches of the Federal government. Elizabeth has testified in state and federal courts and currently serves as a Subchapter V Bankruptcy Trustee.

As Managing Director of Wealth Management at Choreo’s Charlotte, NC office, David is a trusted advisor to ultra-high-net-worth individuals, business owners, and multi-generational families, specializing in wealth strategies that preserve and grow wealth. He is especially passionate about working with entrepreneurs and has helped countless successful companies from start-up to a life changing exit event by developing tailored plans for business succession, estate and gift planning, and sophisticated asset management. His expertise ensures that clients have a clear, strategic roadmap for accumulating, managing, and transitioning wealth with confidence. David’s approach beings with understanding each client’s vision and personal goals, allowing him to craft strategic financial plans that align with their long-term objectives. His deep knowledge of wealth management includes investment management, philanthropic planning, asset allocations, retirement planning, and private investments. He also specializes in business transition and transaction planning, strategic partner alignment, and maximizing tax-efficient strategies.

Jeremy is the Managing Partner of Bland & Associates, P.C. (Bland), based in Omaha, Nebraska. The firm currently has nearly 120 employees and became Nebraska’s first and only 100% employee-owned ESOP in January 2020. In addition to his role as Managing Partner, Jeremy serves in both the Visionary and Integrator roles as part of Bland’s Traction/EOS framework. He also serves on the Americas and Worldwide Boards of Directors for BKR International. On a personal note, Jeremy has been married to his wife, Renee, for nearly 23 years. They have one son who is about to begin his senior year at Flagler College in St. Augustine, Florida, and twin boys who will soon be seniors in high school.

Amy Vetter, CPA, CGMA, RYT500, CSP, and CEO of The B³ Method Institute, is a dynamic leader known for integrating business strategy with mindfulness. With over 25 years of experience across finance, SaaS, and corporate governance, Amy has transformed organizations by aligning business goals with personal fulfillment. As a best-selling author, podcast host, and sought-after speaker and consultant, she helps professionals across industries create balanced, purpose-driven cultures. Her innovative approach, The B³ Method®, empowers leaders to embrace authenticity and achieve sustainable success.

With over 20 years of taxation experience in construction, real estate and high net worth individuals, Tanya Valle provides valuable support to Aldrich’s Southern California based clients. Prior to joining Aldrich in 2021 as the Director of Construction, Tanya served as a Principal of Construction and Real Estate at CliftonLarsonAllen LLP, and spent over 15 years at a California-based accounting firm, where she was a Partner. Tanya has been recognized by organizations such as the National Association of Women in Construction and Associated Builders and Contractors, Inc. An active participant in the industry, Tanya is a member of multiple organizations, including the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA).