Leadership

Our management team has decades of experience in the accounting, finance and management consulting industries. They have worked together throughout most of their careers. They have also helped support executives, officers and managing directors at many Fortune 100 companies across the country.

Neil-Smith-headshot

Neil Smith

Partner

Advisory Practice Lead

Washington DC Office Lead


John-Hoebler-headshot

John Hoebler

Partner

Technology Solutions Lead


Jill-Jones-headshot

Jill Jones

Partner

Workday Practice Lead


Shawn Degnan

Partner

Accounting Advisory Lead


kevin-reger-headshot

Dabie Tsai

Partner

Accounting Advisory

San Francisco Office Lead


Jill-Agudelo-headshot

Jill Agudelo

Partner

Risk & Compliance Lead


Keith-Linhart-headshot

Keith Linhart

Partner

Accounting Advisory

Boston Office Lead



Harpreet-Narula-headshot

Harpreet Narula

Partner

Coupa Practice Co-Lead



Mark Robertson

Partner

Coupa Practice Co-Lead



Liz-Immel-headshot

Liz Immel

Partner

Workday Financials


Chris Clapp

Partner

Private Equity Lead


Roderick-Carmody-headshot

Roderick Carmody

Partner

Accounting Advisory


Brian-hearing-headshot

Brian Hearing

Partner

Workday Operations Practice Lead



Bruce-Klein-headshot

Bruce Klein

Partner

Financial Services Lead

New York Office Lead


kevin-reger-headshot

Kevin Reger

Partner

Technology Solutions Post-Production Support


Jennifer-Goode-headshot

Jennifer Goode

Partner

Business
Transformation


Jay-Spencer-headshot

Jay Spencer

Partner

Accounting Advisory

(Boston)


Kati-Penny-headshot

Kati Penney

Partner

Corporate Transactions Lead



Cameron-Over-headshot

Cameron Over

Partner

Cyber and Privacy Lead


Bob-Michaels-headshot

Bob Michaels

Partner

Technical Accounting Lead


cade-lutz-headshot

Cade Lutz

Partner

Coupa Practice



PJ-Warwick-headshot

P.J. Warwick

Principal

Intelligent Automation &
Data Analytics



Karalee Britt

Partner

Risk & Compliance



Pavel Katsiak

Partner

Accounting Advisory



keith-stgermain-headshot

Keith St. Germain

Partner

Business Transformation



tom-alexander-headshot

Tom Alexander

Partner

Business Transformation



greg-bloom-headshot

Greg Bloom

Partner

Workday Large Enterprise Market Leader



David Kay

Co-Founder and Managing Partner


Erik Linn

Co-Founder and Managing Partner


Amy Bjarnason

Chief Operating Officer


Amy Seibel

Chief Financial

Officer


Juliana Mastroianni

Chief Human Resources Officer


Neil-Smith-headshot

Neil Smith

Advisory Practice Partner Lead


John-Hoebler-headshot

John Hoebler

Technology Solutions Partner Lead


Tuesdee Florence

Director of

Talent Acquisition

David-Arnold-Headshot

David Arnold

Director of

Marketing

Alycia-Headshot

Alycia McGonegal

Director of Org. Development

Chad-Geary-Headshot

Chad Geary

Director of Business Development

Bobby Dhillon

Vice President of Sales (Workday)

David Kay

Co-Chair

Core Advisory


Tim Ramos

Co-Chair

Technology Solutions


Slide 1 - copy

Erik Linn

Board of Directors



J. Christopher Lewis

Board of Directors



Ryan-Smiley-Headshot

Ryan Smiley

Board of Directors



Bob Lipstein

Board of Advisors


Ed Machir

Board of Advisors


George Neble

Board of Advisors


matt-devost-headshot

Matt Devost

Board of Advisors


Tommy Marshall

Board of Advisors


Tom Milbury

Board of Advisors