Lucia Valenzuela is the Chief Innovation Officer at James Moore & Co., where she leads firm-wide strategic transformation and turns emerging technologies into measurable outcomes. Her work sits at the intersection of vision and execution: she builds the governance foundations, automation workflows, and AI enablement programs that help professional services firms adopt new technology responsibly and at scale, and make it stick.
At James Moore, Lucia designs vendor-agnostic ecosystems rather than one-off tool deployments, guides leadership through change management, and creates standardized delivery models that close the gap between what firms say they want to do with technology and what they actually do. She treats the tech stack as a strategic asset where every tool earns its place by solving a real problem and integrating cleanly with the rest of the system.
Lucia leads two practices at James Moore: the firm’s R&D Tax Credit practice, where she guides companies through the complexities of claiming the credit, and an AI Transformation Consulting practice that advises middle-market firms on AI strategy, readiness, and change management. The two reinforce each other, her tax work keeps her close to how professional services actually get delivered, while her consulting work pressure-tests her frameworks across very different firm cultures.
Before stepping into the CINO role, Lucia spent more than a decade in tax consulting and legal services. She began her career at a top 50 accounting firm, where she became one of the youngest and most profitable partners and built the credits and incentives practice by creating an offshore delivery team, implementing transparent workflows, and architecting a service model that was both efficient and scalable.
Her practitioner roots keep her work grounded: she builds technology strategies that reflect how accounting work actually gets done, not how it looks on a vendor demo. She is a frequent voice on practical AI adoption in accounting, governance-first innovation, and building tech ecosystems that scale with a firm rather than against it.
Lucia holds a JD from Thomas Jefferson School of Law and maintains an active California bar license.
Pete Wesch joined Smith Marion & Co. in 2006 and currently serves as a Shareholder and Tax Principal, as well as the firm’s Innovator on the leadership committee. An Enrolled Agent since 1994, he brings more than 30 years of experience in tax preparation, accounting, and consulting. Over his tenure with the firm, he has worked as both an auditor and a tax preparer, while also playing a key role in shaping the firm’s technology strategy.
Pete has consistently led innovation within the firm, helping to identify, adopt, and integrate new solutions that enhance efficiency, improve client service, and keep the firm at the forefront of industry advancements. His leadership of the firm’s tech committee and his long-standing involvement with CalCPA Technology Committee reflect his commitment to forward-thinking practices and continuous improvement.
His professional focus includes fiduciary, corporate, and complex partnership returns, along with management and business consulting. He works with a diverse range of clients, including non-profits, housing authorities, and for-profit businesses. Known for building strong, trusted relationships, Pete is passionate about educating clients and peers, sharing his depth of knowledge in a way that is both practical and approachable.
Georgia Smith is a Lead Product Manager in Research & Advisory at Wolters Kluwer, where she has spent 17 years shaping tax and advisory solutions that help firms make better, faster decisions. She brings 30 years of experience as a practicing tax professional, blending real‑world firm insight with product strategy focused on scalable advisory services and the responsible use of AI. Georgia holds a Bachelor of Science in Accounting and grounds her work in the voice of the customer, with a focus on trusted, explainable AI and embedded guidance that helps firms uncover opportunities, manage risk, and deliver consistent, high‑value advisory services.
Doug Dellinger is Vice President of M&A and Corporate Development at Prosperity Partners. He is responsible for accelerating growth by partnering with leading tax, accounting, and advisory firms nationwide.
He brings more than a decade of transaction experience, including investor roles at two private equity firms and M&A leadership positions at private equity-backed platforms in the healthcare and financial services industries.
Based in Prosperity’s Chicago office, Doug works closely with firm leaders across the country to build partnerships that enhance client service and create new opportunities for growth and team development. He graduated from Duke University and began his career in the consulting group of a Big Four firm.
David Bundy is a seasoned accounting and advisory leader with more than three decades of experience guiding healthcare organizations, professional services firms, and growth‑oriented businesses through transformation.
He began his career with ten years at Big Four firms, serving as both an auditor and consultant to major healthcare clients. He then spent two years as CFO of a large healthcare provider, giving him firsthand operational and financial insight into the challenges facing the industry.
In 1999, David joined Dean Dorton—then a $5 million accounting firm—to launch its healthcare consulting practice. The practice’s rapid success led the firm to ask him to consolidate and build out all advisory services, including technology, outsourced accounting, valuation, and litigation support. Under his leadership, the advisory group quickly grew to represent more than 30% of firm revenue and became a core engine of innovation and differentiation.
In 2012, with the firm at $20 million, David was selected as Dean Dorton’s second CEO. Over the next decade, he led the firm through a period of significant expansion, growing revenue to more than $100 million, entering five new geographic markets, and broadening the firm’s service portfolio. During his tenure, the advisory practice scaled in step with the firm and continued to represent roughly 30% of total revenue. He also oversaw the launch of new offerings including cybersecurity, data analytics, wealth management, and medical billing.
David retired as CEO on January 1, 2026, and will continue to advise the firm through June 30. On July 1, he will join Thomson Consulting as a partner, where he brings deep experience in strategy, growth, and advisory services to clients navigating complex market and organizational challenges.
Allen Stahl is the Strategic Director of Technology at Thomson Reuters, where he has worked for 15 years in various roles. He specializes in partnering with large accounting firms to create custom technology solutions using APIs and automation tools.
With over a decade of experience working with top accounting firms, Allen bridges the gap between customer needs and product development. He has initiated several successful programs, including the Strategic Executive Exchange and the AI Coalition, which have significantly improved customer engagement and industry collaboration.
Allen’s contributions to the tax and accounting field led to his recognition as a “20 Under 40” Influencer by CPA Practice Advisor from 2023-2026. In his current role, he continues to focus on large and strategic markets while incorporating more AI into automation strategies and exploring ways to leverage AI alongside Thomson Reuters’ Tax and accounting customers holistically.
Jim has been with TSS as a full service CPA for over two decades and serves as the firm’s Chief Executive Officer. He is responsible for providing accounting, tax, and consulting services to closely held companies, and not-for-profit organizations. He works extensively with automobile dealerships and related industry clients, manufacturing companies, independent school and other not-for-profit organizations, and more. He provides consulting on more complex issues including business succession strategies, buy/sell transactions, and estate planning. Jim is also responsible for the firm’s recruiting efforts. A graduate of the University of Vermont, Jim is the current treasurer of Zack’s Place – An Enrichment Center, a member of the advisory board for the Vermont Chapter of the Alzheimer’s Association, and former board Chair of Special Olympics Verm
Cora Vollmar is Senior Vice President of Growth at QX Accounting Services and U.S. Team Leader supporting the Earned engagement. She brings over 15 years of experience in finance, accounting, and professional services, including leadership roles at a leading global staffing firm.
Cora leads U.S. go‑to‑market strategy, strategic partnerships, client satisfaction and client growth initiatives across accounting, tax, audit, and advisory services.
She specializes in helping high‑growth firms scale profitably through governed offshore delivery models, technology‑enabled operations, and talent transformation aligned to long‑term growth objectives.
Duc is a member of DTA’s business services team that supports our business clients and owners with tax and accounting services. He has experience with complex business tax returns and individual tax returns. Duc is a recent graduate from University of Washington and is currently pursuing his EA credential.
Justin Shelman is a Tax Partner and leads Prosperity Partners’ High Net Worth & Family Office tax group. As a firm leader and team mentor, he implements the company’s strategic goals and develops the next generation of leaders. Justin began his career in St. Louis after graduating from Kentucky Wesleyan College and currently practices in Prosperity’s Chicago headquarters. He has a Masters of Science in Taxation from DePaul University.
Justin advises his clients on a range of tax planning and structuring opportunities. Focused on high earners and affluent families, Justin uses his deep knowledge of federal and state tax law to provide multi-generational income and estate planning, state residency analysis and tax preparation services for families and their sophisticated entity structures. Notably, Justin is proactive, connects with his clients and their teams and is accessible.
Justin actively participates in the IL CPA Society’s State and Local Taxation committee, speaking regularly on emerging technical issues. He enjoys spending time with his wife and dog, golfing and indulging in a nice bottle of red wine with friends and family.