Cathy Knepp is a people-first executive leader committed to evolving the accounting profession into a more sustainable, human, and high-performing industry. As Senior Director and Head of Human Resources at Platform Accounting Group, she aligns people strategy with business objectives, helping leaders build trust, improve execution, and create cultures where accountability, empathy, and high performance coexist.

With more than a decade of experience inside accounting firms and eight years helping scale Platform from its early stages to a national organization, Cathy brings deep operational credibility to her work. She has lived the realities of tax season, client pressure, and rapid growth, and now designs people systems that support both professional success and business results. Her focus includes leadership development, manager effectiveness, employee engagement, flexible work models, and award-winning, operationally sound People Operations. Under her leadership, Platform consistently outperforms industry benchmarks for engagement and retention.

Cathy believes the accounting profession advances through better leadership, not longer hours. She challenges outdated assumptions and represents the employee perspective at the executive table, helping the organization grow in ways that honor both business priorities and the relationship-driven strengths of small firms.

Beyond her corporate leadership, Cathy is dedicated to giving back through her work mentoring young women across Utah. She guides high school and college-age students in cultivating confidence, clarity, and a sense of direction, fostering self-awareness and a lifelong commitment to learning and personal growth.

Cathy is a frequent speaker on leadership, workplace culture, and the future of professional services, and is driven by a simple belief: when people are supported to do their best work, organizations and entire industries thrive.

Anchor makes AR, billing, collections, and renewals disappear for thousands of accounting and professional services firms, nationwide. From proposal to payment to ongoing changes to reconciliation, everything runs automatically in one system, without back-office friction.

Jonathan Moore is Managing Partner at PKF O’Connor Davies, one of the nation’s leading accounting and advisory firms. He leads the firm’s growth initiatives focused on expanding advisory capabilities and strengthening client relationships.

Under Jon’s leadership, advisory services have become one of the firm’s fastest-growing areas, and PKF O’Connor Davies earned The M&A Advisor’s “Accounting/Due Diligence Firm of the Year” award for three consecutive years, recognizing excellence in deal execution and client service.

With more than 30 years of experience, Jon has advised on hundreds of transactions, including venture investments and public company LBOs with a cumulative aggregate value exceeding $5 billion. His work spans industries such as aerospace, consumer products, distribution, entertainment, healthcare, industrial services, logistics, medical devices, manufacturing, professional services, retail, specialty chemicals and software, as well as cross-border transactions in the UK, Japan, Korea, Australia, Colombia and Canada.

Jon is known for helping firms move beyond compliance-focused services to advisory-led models that drive growth, deepen client relationships and deliver measurable business outcomes.

Accordance is the Frontier AI platform for tax, audit, and CPA teams. Purpose-built for high-stakes tax and accounting work, it probes fact patterns, applies authoritative sources, and transparently documents assumptions, alternatives, and risk factors, accelerating everyone’s journey to top performer.

As Chief Growth Officer at Duffy Kruspodin, LLP, Tracy Kapteyn leads the firm’s unified growth strategy—a cross-functional mandate that connects strategy, marketing, client experience, operations, and innovation into a single, scalable system. She also serves as Chief Marketing Officer, where she is transforming the firm’s marketing operations into a digital-first, AI-accelerated platform for scalable growth.

Tracy is spearheading the deployment of AI-enabled systems across content, campaign, and reporting functions—designing intelligent workflows that reduce manual effort, expand visibility, and improve strategic alignment across the firm’s service lines. She also led the development of the firm’s internal AI Playbook, a foundational resource guiding the responsible and strategic integration of artificial intelligence across functions.

With over 25 years of cross-industry experience spanning financial services, SaaS, education, telecom, and consumer products, Tracy brings a rare combination of strategic insight and executional rigor. She is especially focused on modernizing growth models through better segmentation, expanded advisory services, and technology-enabled service delivery.

Her Skinny Playbook™ framework helps firms turn strategy into action—aligning teams, accelerating decision-making, and creating clear, measurable results. Whether building new revenue streams, launching digital tools, or improving pipeline performance, Tracy helps firms turn complexity into clarity.

Before joining Duffy Kruspodin, Tracy founded and led ThinkpinTK LLC, a fractional CGO consultancy for accounting firms and mid-market businesses. She also served as Chief Growth Officer at Windes and EVP of Marketing at CeriFi, where she led high-impact initiatives in brand evolution, service development, and digital transformation.

Tracy holds a B.B.A. in Management from Athabasca University and a Management Certificate from Grant MacEwan University. She thrives at the intersection of strategy, innovation, and execution and believes the most powerful growth comes from seeing around corners and helping clients do the same.

Michael Meihaus is the Owner of Meihaus CPA, PC, a San Diego–based accounting firm that focuses exclusively on employee benefit plan audits. He founded the firm with a clear goal in mind—to reinvent the benefit plan audit experience by making it more efficient, transparent, and less stressful for clients.

Before starting Meihaus CPA, Michael led the California benefit plan audit practice at a Top 100 CPA firm, where he managed more than 55 plan audits each year, including 401(k), 403(b), ESOP, and defined benefit plans. With deep expertise in ERISA, DOL, and IRS regulations, he helps plan sponsors navigate complex compliance requirements with confidence and clarity.

At Meihaus CPA, Michael is focused on building a firm that values quality, clarity, and balance. He’s dedicated to creating smarter processes that make audits run smoothly while also fostering a healthy, sustainable environment for his team. Michael remains closely involved in every client engagement, ensuring each audit meets the highest professional standards while maintaining the firm’s commitment to personal service.

Outside of client work, Michael enjoys sharing ideas about firm culture, leadership, and the future of public accounting. He often speaks about how small, intentional changes in process and mindset can lead to lasting improvements in both client outcomes and team well-being.

A graduate of San Diego State University, Michael earned his accounting degree with honors. When he’s not working, he enjoys cooking, traveling with his wife and kids, and exploring the San Diego community he proudly calls home.

Accrual is an AI platform built for the scale and operational rigor of Top 100 accounting firms. The platform supports individual tax return workflows by gathering client information, extracting data from source documents such as K-1s, 1099s, emails, and spreadsheets, and automatically completing worksheets with field-level citations and audit trails. Review-ready worksheets sync directly into existing tax engines, enabling practitioners to complete review with clearer documentation and fewer open items.

IBISWorld is the largest provider of industry data and analysis, covering over 1,400 different industries in the US. Whether you’re marketing to a particular client industry or looking for financial benchmarks or forecasts to include in an Audit, Valuation, or Consulting engagement, IBISWorld offers unparalleled insights into the markets accountants serve.

MakersHub simplifies AP for complex businesses with AI-powered data capture and automation. We extract and code every bill line-by-line, enabling real-time visibility, smart approvals, and seamless workflows—from intake to payment. Unlike payment-first tools, MakersHub manages the entire AP process. Built by operators, for operators. Faster. Smarter. Error-free.

Canopy helps accountants build the firm they’ve always wanted with AI-powered practice management that includes a CRM, secure document exchange, workflow, time & billing, engagements & proposals, as well as client intake and automations. Trusted by more than 4,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.