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: Philip Antico
Firm: WithumSmith+Brown P.C.
Philip Antico is a partner based in Withum, Smith + Brown, PC’s New York City office with more than 16 years of experience in public accounting. He provides audit, accounting and tax services to a diversified group of clients in both the private and public sectors, including broker-dealers, private... 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: Marcus Aron
Firm: U.S. Department of Labor
Mr. Aron has nearly 40 years of experience with EBSA working with audits of ERISA-covered plans. As the Acting Chief Accountant, Employee Benefits Security Administration, Mr. Aron is responsible for managing the resources of the Office of the Chief Accountant and implementing various comprehensiv... Read More
Name: Elizabeth Attanasio
Firm: Accounting & Compliance International
Ms. Attanasio received a Bachelor’s Degree in Accounting from St. Johns University in 2001. She is a Certified Public Accountant, Financial Operations Principal (Series 27, 99), and Certified Anti-Money Laundering Specialist. She has had extensive training in public accounting and auditing for over... 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
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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: Ramya Balasubramanian
Firm: EisnerAmper LLP
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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: Lauren Baptiste
Firm: Acheloa Wellness
Lauren Baptiste is enhancing today’s work culture with a simple strategy: prioritize well-being as the "hardest-working" professionals climb the corporate ladder. As a life coach and consultant on a mission to help women level-up at work and at home, Lauren brings more than 13 years of experience i... 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
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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: Rafael Beck
Firm: Integrated Solutions
Rafael Beck is based at Integrated Solutions’? Boca Raton, Florida office. Among his responsibilities, Rafael coordinates and supervises a specialized team of CPAs, portfolio accountants and bookkeepers who handle the financial activities and reporting of the firm’s asset management, broker-dealer ... 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: Robert Becker
Firm: Stifel
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Name: Robert Bedwell
Firm: Surgent McCoy CPE LLC
Bob is an accounting and finance professional with over 39 years of audit and accounting experience. Bob’s experience includes a full range of corporate accounting and assurance services, including financial statement preparation, auditing, SEC reporting, mergers and acquisitions, divestitures, due... 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
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