Intapp is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com.

Holistiplan is a fast-growing, fast-paced company within the Financial Technology (FinTech) sector. With more than 55,000 users, our award-winning software delivers comprehensive financial planning at scale. Our platform enables financial advisors to coordinate tax planning, P&C insurance planning, and estate planning solutions from a single, unified system. We’ve been voted the #1 tax planning software in the 2021, 2022, 2023, 2025 and 2026 Kitces Report Studies and the #1 tax planning software for 6 consecutive years in the T3 / Inside Information Software Surveys.

10clear provides an advanced AI financial statement audit suite designed to enhance quality and streamline efficiency. By equipping practitioners with automated disclosure evaluations and mathematical accuracy checks, 10clear ensures precision and reliability, allowing firms to deliver superior audit outcomes with greater speed and confidence without having to overhaul existing systems.

Denari is an all-in-one platform designed exclusively for the modern accounting firm. With Denari, you can connect across your entire tech stack to ask your firm’s data anything & get instant, accurate answers. If you want operational leverage, Denari’s efficiency is your answer!

StanfordTax helps accounting firms automate client intake and turn documents into a structured, prep-ready workpaper binder—powered by AI and prior-year data.

Daniel James Applegate is an entrepreneur at heart and the co-founder of Alan & James Partners. With a deep respect for founder-led businesses – shaped by his experience growing up around closely held and family-owned companies, as well as his background in investing and consulting – Dan brings a hands-on and partnership-driven approach.

Before co-founding AJP, Dan spent nearly a decade at PwC, where he became a Director in the Deals practice. In this role, he advised on more than 100 transactions, including buy-and-build and consolidation strategies. Beyond M&A, he has worked closely with companies to streamline operations, modernize business processes, and drive digital transformation.

Dan earned his degree in accounting and finance from the University of Oregon, graduating magna cum laude. He enjoys spending time with family and being outdoors. He is also an active Big Brother with Big Brothers Big Sisters of Orange County, reflecting his deep roots in the Southern California community.

Sharrin Fuller is a powerhouse entrepreneur, business strategist, author, and the brains behind Glass Wallet Ventures. She is the author of Unfollow the Rules: The Messy Truth of Burnout, Bad Decisions, and Building Again (Until It Worked), her raw and practical guide to scaling smart, leading loud, and living fully.

She has built and sold two full-service accounting firms for 7-figure exits, all while running three companies in just three days a week. She is also an advisor to fintech startups and an active board member, known for helping leaders cut through chaos and build companies designed to thrive.

Sharrin is the creator of The Clone and Conquer Method™, From Start-Up 2 Seven Figures™, and the Remote Team Roadmap™, frameworks that teach entrepreneurs how to delegate, scale efficiently, and build remote-first businesses that grow without burning out.

With nearly two decades of experience since 2006, Sharrin has been recognized as a 3-time Intuit ProAdvisor Top 100 and was named a Top 10 ProAdvisor in 2025. Her no-fluff, real-world strategies empower leaders to streamline operations, boost profitability, and design a business and life that works.

Whether she’s coaching entrepreneurs, advising fintech founders, or writing her next big idea, Sharrin is the go-to expert for service-based business owners ready to scale on their own terms.

LLC Attorney simplifies business formation and compliance for entrepreneurs and small business owners, allowing them to focus on growth rather than navigating legal complexities. By offering expert Business Success Advisors who are trained by attorneys, LLC Attorney ensures that business owners receive the personalized guidance and support needed to establish, maintain, and scale a legally compliant company.

Pat Morrell is the GM of Tax & Practice and co-founder of Aiwyn, a technology platform that delivers everything modern accounting firms need in one unified ecosystem.Having helped build Aiwyn from the ground up alongside the accounting profession, Pat brings firsthand perspective on what it takes to drive meaningful technology adoption within firms of all sizes. He is passionate about helping firm leaders move beyond the buzz of AI toward practical, measurable change.

Tim Cook is the CEO and president of KSM (Katz, Sapper & Miller). Tim leads a six-person management team that sets and oversees the strategic vision of the firm, helping KSM provide best-in-class client service, transformative technology, and proactive consultation.

Prior to his role as CEO and president, Tim oversaw the growth of two highly successful practices within the firm – the State & Local Tax Group and KSM Location Advisors, a national site selection and incentives practice. Tim serves as an advisory partner with KSM Location Advisors, where he works closely with companies across the country during the site selection process, assisting with identifying available sites, providing comparative analysis of qualified locations, and assisting in negotiating and securing economic development programs.

Tim’s experience also includes advising clients on multistate taxes, unclaimed property, and controversy services. Additionally, he has assisted companies with complex business restructurings, negotiating settlements at both the audit and appeals level, and other tax advocacy services.

Tim has worked with several Fortune 1000 companies, as well as companies in nearly all major industries, including advanced manufacturing, life sciences, high-tech, insurance, financial services, retail, warehouse and distribution, healthcare, energy, environmental services, entertainment, and transportation.

Previously, Tim spent seven years at Ernst & Young as the Indiana leader of business incentives and controversy services as well as area leader of unclaimed property services. Prior to that, he worked at the Indiana Department of Revenue where he last served as legal counsel on policy and legislation.

Tim received a Bachelor of Science degree from Indiana University and a Doctor of Jurisprudence degree from the Indiana University School of Law.