FAE Speakers

Name: Stephen Abramson Firm: APS Pension & Financial Services Stephen Abramson is the President and Founder of APS. He has taught professional-level education programs for the American Society of Pension Actuaries and lectured to professional groups including the Nassau Bar Association, the NYS Society of CPAs, the National Conference of CPA Practitioners, th... Read More

Name: Charmone Adams Firm: Grant Thornton LLP Charmone Adams is an Advisory Partner with Grant Thornton LLP and is based in the New York Office. Since joining the firm, Charmone has been working closely with many SEC, FRB and FINRA regulated entities. He has over 14 years of experience in financial services and his portfolio comprises U.S., U.... Read More

Name: Frank Agostino Firm: Kostelanetz LLP Frank Agostino, Esq., is counsel at Kostelanetz LLP.  Before joining Kostelanetz, Mr. Agostino was the founder and president of Agostino & Associates, P.C.  Prior to entering private practice, Mr. Agostino was an attorney with the Internal Revenue Service’s District Counsel in Springfield, Illinois... Read More

Name: Ash Ahluwalia Firm: OneTeam Financial LLC Ash Ahluwalia is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of claiming strategies to maximize retirement income benefits. Social Security is the la... Read More

Name: Mathieu Aimlon Firm: Aimlon CPA P.C. Mathieu Aimlon is a certified public accountant in the U.S. and in France at AimlonCPA P.C., a full-service certified public accounting firm in New York, NY, serving business owners and companies in the US & Europe with year-round accounting, audit, tax and advisory. He has education in business, b... Read More

Name: Gurmeher Allagh Firm: CBIZ Marks Paneth Gurmeher Allagh is a director in the International Tax practice at CBIZ. He has 15+ years of tax consulting and compliance experience in big 4 and national accounting firms. Gurmeher has served high net worth individual clients and companies ranging from privately held middle market businesses to... Read More

Name: Megan Allen Firm: New York Council of Nonprofits, Inc Megan Allen is CEO of the New York Council of Nonprofits, Inc. (NYCON), a nonprofit organization working to promote a vibrant nonprofit sector across New York State through advocacy, education and leadership. With more than 3,200 members and three regional offices, NYCON is the largest nonprofit me... Read More

Name: Ahmad Alokush Firm: Ahmadeus Technology Boutique Ahmad Alokush is a globally recognized authority in AI, Cybersecurity, Fintech, and technology litigation. As the founder of Ahmadeus Technology Boutique, he leads high-stakes engagements that span boardrooms, courtrooms, and sovereign advisory tables. Known for his rare ability to bridge programmi... Read More

Name: Gregory Altman Firm: Unknown Industry/Commerce Company Gregory J. Altman, CPA, is the Director of Finance and Operations at Health Sciences Charter School in Buffalo, NY. Prior to joining the school, he was the CFO of Somerset Capital Partners in Williamsville, N.Y. for approximately 15 years. He has been a member of the Society since 1989; and is a... Read More

Name: John Amirante Firm: Merrill Lynch John is a highly experienced and credentialed wealth management professional who has catered to a loyal and impressive group of non-profit organizations, their boards, investment committees and senior leaders for most of his 25-year career. Prior to joining Merrill in 2016, John was a vice presiden... Read More

Name: Todd Angkatavanich Firm: ArentFox Schiff LLP Wealth planning and preservation are central to Todd’s practice. He specializes in safeguarding and transitioning clients’ assets for future generations in a tax efficient manner by implementing vehicles such as Sales to Grantor Trusts, Grantor Retained Annuity Trusts (GRATs), Carried Interest Tran... Read More

Name: Edward Arcara Firm: Edward L. Arcara, CPA P.C. EDWARD L. ARCARA, Sole Practitioner, Edward L. Arcara, CPA PC, Buffalo, N.Y. Member of the Society since 1986; member of the Buffalo Chapter. STATEWIDE: Currently serving on the Board of Directors as a Director at Large. Current member of the Audit Committee. Past member of the Continuity of Practi... Read More

Name: Chad Avink Firm: Forvis Mazars, LLP Chad has more than 15 years of experience in public accounting. As a member of Forvis Mazars National Not-for-Profit Group, he provides audit and review services to a variety of not-for-profit clients, including foundations, membership organizations, religious organizations, and other not-for-profi... Read More

Name: Abby Axelrod-Wunderman Firm: Fiduciary Trust Company International Abby Axelrod-Wunderman CAP, Philanthropic Director, Vice President Family Office Services, Foundations and Endowments is responsible for providing trusted guidance and customized solutions in philanthropic strategy, planning, and administrative support. She assists nonprofits and families in va... Read More

Name: Erin Baber-Sherwood Firm: Paychex ... Read More

Name: Judith Bachman Firm: The Bachman Law firm PLLC Judith is the founder of The Bachman Law Firm PLLC. The firm protects business clients and helps them grow. The firm provides counsel to a range of businesses including those with five employees or more with revenues of more than $3,000,000. Many of the firm’s clients are family businesses, real... Read More

Name: Nina Bahazhevska Firm: NCheng LLP Nina Bahazhevska, CPA, is an Audit Partner at NCheng LLP with over 20 years of experience exclusively dedicated to serving a diverse array of not-for-profit organizations, including social service agencies, cultural institutions, educational entities, and religious organizations. Nina is widely rec... Read More

Name: James Bandoblu Firm: Hodgson Russ LLP Jim practices in a wide range of domestic and international tax areas. Jim is the leader of the firm’s Tax Dispute Resolution Practice and he regularly assists clients with tax controversies with the Internal Revenue Service and the New York State Tax Department, including in domestic and offshore... Read More

Name: Robert Barnett Firm: Capell Barnett Matalon & Schoenfeld Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate’s Court practice,... Read More

Name: Robert Barnett Firm: Metropolitan Life Insurance Company ... Read More

Name: Elizabeth Barnette Firm: Bank Of America Elizabeth A. Barnette is a Managing Director and Senior Philanthropic Strategist with the National Consulting and Advisory Practice at Bank of America Private Bank. In this role, Elizabeth provides customized consulting to endowment and foundation clients’ boards of directors and senior leaders in ... Read More

Name: Jennifer Bear Firm: New york state Education Department Jennifer Bear is a Supervisor for the Audit Team at the New York State Education Department, for the Child Nutrition Program Administration.... Read More

Name: Timothy Beary Firm: Grassi Advisors Timothy John (TJ) Beary, Jr., is a Partner at Grassi and the State and Local Tax (SALT) and Tax Controversy Practices leader. Based in the Chelmsford office, he brings 20 years of experience in diverse state and local tax matters, specializing in compliance and reporting, strategic advisory, tax te... Read More

Name: Paul Becht Firm: Baker Tilly US, LLP Paul’s practice is focused on helping business owners keep more of the money they make and increase the value of their business. He is a trusted advisor who also oversees audits and reviews of companies in a variety of industries, including real estate, manufacturing and distribution, the service i... Read More

Name: Zana Beck Firm: Harris Beach Murtha Zana’s practice encompasses a variety of corporate and business matters, including mergers and acquisitions, equity and asset transactions, business planning, and other general corporate matters. She has experience preparing and interpreting transactional documents, conducting due diligence analysi... Read More

Name: Josh Berger Firm: Norman Bobrow Berger joined Norman Bobrow & Co., Inc., as director of commercial leasing & investment sales in 2009 and has quickly become one of the firm's top producing brokers. In 2014, he was named managing director of commercial leasing & investment sales. Berger has represented firms in the fields of adve... Read More

Name: Kyle Bergman Firm: RSM US LLP ... Read More

Name: Kyle Bergman Firm: RSM US LLP Kyle Bergman, CPA, is a manager in Washington National Tax at RSM US, LLP. He specializes in partnership taxation and BBA consulting. Kyle brings 20 years of experience in public accounting and has focused extensively on BBA procedures for the past four years, advising clients on complex partnershi... Read More

Name: Shari Berk Firm: S. E. Berk CPA P.C. After graduation from college, Ms. Berk worked in the field of public accounting for various Certified Public Accounting firms. She then co-founded Berk & Berk, CPA PC, a Public Accounting and Tax Practice in New Jersey, with her father in 1988. After Mr. Berk passed away, Ms. Berk formed S E Berk ... Read More

Name: Richard Bernstein Firm: Retired (no firm) Richard is a former IRS R&D Engineer who specializes in Software for the R&D Credit. He holds an MBA in Accounting from Rutgers Business School and a BSEE from NYU school of Engineering. He has written on R&D for a number of industry periodicals, including TaxNotes and Accounting Today.... Read More

Name: Aditya Bhave Firm: Bank of America Aditya Bhave is a Managing Director and Senior US Economist. He focuses on the US consumer and contributes to the widely-read "BofA on USA" report, as well as other thematic research. Bhave also helps formulate the team's views on inflation, growth and monetary policy. Previously, he was a US... Read More

Name: Leanna Bish Firm: M&T Bank Vice President/Treasury Management Consultant/Commercial Payment Liquidity Solutions Leanna has worked in the banking industry for 13 years and has been with M&T Bank for over 8 years. She joined the bank in 2017 as a member of the Latta Long Pond Branch team and then transferred to the Rocheste... Read More

Name: Roger Blane Firm: Hutton Solomon & Blane LLP Roger S. Blane, Esq., is a member of the law firm of Hutton & Solomon, LLP, focusing his practice in the area of state and local taxation. He has successfully advised taxpayers in the area of state and local tax planning as well as represented taxpayers through the audit, administrative and judicia... Read More

Name: David Blickenstaff Firm: ArentFox Schiff LLP Dave helps beneficiaries vindicate their rights, advises individual fiduciaries in discharging their duties, and represents trust companies in their most significant and sensitive cases, including “rescue” situations in which he is called upon to assist or replace prior counsel. Dave is a vigor... Read More

Name: Jessica Bliss Firm: Cerini & Associates LLP Jessica is a member of Cerini & Associates’ audit staff, where she primarily serves nonprofit and educational clients. She also has experience working with local governments and homeowners’ associations, giving her a well-rounded perspective on a variety of organizational needs. Known for her energ... Read More

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