Michael Green is Senior Director of Research at Arizent, where he leads the development and execution of primary research initiatives across the company’s portfolio of financial and professional services brands, including American Banker, The Bond Buyer, National Mortgage News, Digital Insurance, Financial Planning, Accounting Today and Employee Benefit News.

With more than 25 years of experience in market research and business intelligence, Michael has worked closely with Fortune 1000 organizations to uncover insights on the technologies, consumer behaviors, and market trends shaping business transformation and growth.

A skilled moderator and interviewer, Michael is known for leading thoughtful, insight-driven conversations that connect industry trends and research to real-world business challenges across webinars, executive interviews, conference sessions, and research presentations for senior business audiences. Prior to joining Arizent, he served as Director of Survey Operations at Forrester Research. He holds an MBA from Saint Joseph’s University and a B.S. in Marketing from Thomas Jefferson University.

Neal Schneider is the Co-Founder and Chief Technology Officer at K1x, a leading fintech company revolutionizing the alternative investments landscape through innovative technology solutions. Before co-founding K1x, Neal served as a Principal at Crowe, where he honed his expertise in technology and financial services. Neal is not only a tech visionary but also enjoys spending time with his family, cheering on his kids at baseball and cheerleading events, and embracing the lake life.

With its patented, AI-powered SaaS automation and collaboration platform, only K1x can digitize and distribute IRS Schedules K-1, K-3, and Form 990 data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities without tedious, time-consuming, manual copy-pasting of thousands of data fields.

Kintsugi automates sales tax, VAT, and GST compliance with an AI-powered, end-to-end platform that integrates seamlessly with ERP, billing, HR, and ecommerce systems to calculate taxes across borders, monitor exposure (free), register with jurisdictions, and automate filing and remittance. With transparent pricing, easy integrations, and 24/7 white-glove support, Kintsugi removes complexity so companies can protect margins and scale with confidence.

SysCloud helps accounting, CPA and bookkeeping firms keep all client SaaS data under control as they grow. With automatic backups, fast recovery and a single view across all clients, firms can avoid last-minute fire drills, streamline operations and stay compliant. By turning data protection into a budget-positive service, SysCloud lets firms offer enhanced client services, drive revenue and strengthen trust as they scale.

As CEO and Managing Partner of Armanino, Matt Armanino leads one of the nation’s 20 largest accounting and consulting firms, recognized for its technology-forward culture and bold approach to transformation. He has guided the firm’s Vision 2030 strategy, a roadmap to becoming a $2.5 billion, technology-enabled professional services leader, grounded in innovation, and impact.

Previously, as COO, Matt helped drive the rapid expansion of Armanino’s Consulting practice, tripling revenues through targeted acquisitions, new partnerships, and broader CFO advisory capabilities. His leadership centers on empowering people to thrive amid disruption and balancing modernization with humanity. A frequent speaker on firm growth, leadership, and AI transformation, he brings an optimistic and practical lens to the future of professional services.

Matt’s background spans corporate strategy, market development, sales, and operations management. Before joining Armanino, he held senior executive roles at Zebra Technologies (NASDAQ: ZBRA) and WhereNet, where he helped scale the business from product launch to more than $50 million in annual revenue. He also spent several years at PeopleSoft in M&A and strategy, and earlier in his career advised technology clients as a corporate attorney, negotiating global software and strategic business agreements with Fortune 500 companies.

Xero is a global small business platform with 4.2 million subscribers, which provides accounting, payroll, payments and other solutions for small businesses, accountants and bookkeepers.

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.