South Florida Accounting Conference Replay (SFACWEB)

Shelly Weir

Paul Gabriele

Paul Gabriele is a Partner and a member of the firm’s Private Client Services and National Technology and Life Sciences Group. Paul has over ten years of experience providing consultative tax planning, valuation, research and development, and cloud accounting services to businesses and individuals.

Additionally, Paul is a member of the firm’s Technology and Life Sciences Practice serving both public and private companies, and focuses on issues impacting businesses in the life science and technology space.

Paul provides value-added services by helping clients connect with resources and developing relationships with their existing advisers. He provides clients with related industry content and relevant business discussions and identifies business development opportunities to help them reach their goals.

Manuel Pravia

Since 1991, Manny has provided tax compliance and planning services to clients in various industries, such as financial institution, restaurants, wholesale and distribution, and technology. He has experience providing international tax planning services to corporations, foreign nationals, and expatriates.

Manny also focuses on corporate tax accounting issues (ASC 740), an area that he dealt with extensively during his 10 years of corporate tax experience at several prominent South Florida companies.

A graduate of the University of Miami, Manny presents at continuing professional education seminars and has been an instructor for Becker CPA Review. He has also been an adjunct professor in the Florida International University School of Accounting, where he earned his Masters of Science in Taxation.

Lisa Parker

Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB).  She also serves as coordinator for the Governmental Accounting Standards Advisory Council (GASAC). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.

Lisa is a certified public accountant and a chartered global management accountant.  She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee.

Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor’s degree in accounting.

Nicole Graham

Nicole is a risk consultant at Aon, the national administrator of the AICPA member insurance program. She provides guidance and risk advice to regional and national CPA firms regarding professional liability, cybersecurity, employment practices, management liability, and other related exposures. Prior to joining Aon, Nicole was a partner at a national law firm.  For more than a decade, she defended accountants and other professionals against professional liability claims. Taking the lessons learned from when things went wrong, Nicole delivers matter-specific advice to Aon’s CPA firm clients and provides webinars, articles, and other materials on risk issues affecting the profession.

Michael Disch

Mike is a principal in the BDO South Florida Assurance practice with over 18 years of public accounting experience. Mike has overseen clients in a variety of industries, including manufacturing & distribution, construction & engineering services, technology, satellite and telecommunications.
 
Mike has experience as the lead engagement principal on multiple audits of multi-location public companies and has extensive technical expertise with FASB, SEC, and PCAOB rules and regulations. He has assisted in addressing complex audit and reporting requirements for numerous assurance engagements and has overseen implementation of SOX compliance for companies during their initial year of Sarbanes-Oxley compliance requirements. He has worked on several initial public and secondary offerings. He specializes and has advised his clients on a variety of technical concepts, including business combinations, over-time revenue recognition and fair value measurement considerations.

Mike joined the public accounting market in Florida in 2012 after serving seven years in the New York market, providing audit services to multiple multinational public clients. He maintains an active CPA license in Florida and New York.

Anne Marie Hicks

Anne Marie is a Sr. Manager with Capital Edge Consulting, Inc., with more than 35 years of experience in government contract cost accounting and regulatory compliance, provides advisory services primarily on Aerospace and Defense Contract Accounting and Systems. Prior to engaging in government contract consulting with Capital Edge, Anne Marie completed a career with CAE USA Inc, in multiple capacities. She has significant knowledge, experience, and training in Aerospace and Defense accounting, US Generally Accepted Accounting Principles, business systems and internal controls including defense and non-defense sectors.

Drawing on her experience and knowledge, Anne Marie provides consulting on regulatory and contract accounting compliance including back-office accounting and financial statement reporting; design and implementation of controls for compliance with US Federal and Defense Acquisition Regulations, US Cost Accounting Standards, COSO Framework, US GAAP, and IFRS; analysis determination of complex accounting treatment; M&A due diligence and integration; and accounting system design, configuration and implementation. Anne Marie is a graduate of the University of South Florida, holding bachelor's degrees in accounting and management, member of the AICPA and FICPA, serves on the FICPA Industry Insights Corporate Finance Committee and the FICPA Council.

Steven Wolf

Steve is President of Wolf Forensics and specializes in forensic accounting, disputes and investigations, business valuation, transactional due diligence and exit planning. Wolf Forensics assists clients by offering tailored solutions designed to objectively analyze data and quantify the economic value associated with an unprecedented event. Clients often seek his guidance on complex commercial contract disputes, partnership and shareholder disputes, internal investigations, bankruptcy disputes and fraudulent conveyance and alter ego actions, corporate malfeasance, business divorces, insurance claims, post-acquisition disputes, intellectual property infringement, economic damages, wage earnings loss calculations, accounting irregularities and professional liability claims. His vast experience makes him uniquely qualified to provide a myriad of transaction advisory services to clients. 

Brad Collins

Brad is RSM US LLP’s first Enterprise Digital Transformation Leader. Together with his global team he is responsible for discovery of new technologies, startups and disruptive forces while leading enterprise efforts to identify ways to leverage emerging technologies such as generative AI to grow and add value to our business. 
Previously he was the founder and led RSM’s Center for Advanced Tax Technology (C.A.T.T.) which comprises over 250+ global technology savvy professionals focused on design, development and delivery of innovative tax technology solutions.  C.A.T.T. was formed and operates as a nimble startup within RSM’s global infrastructure designed to deliver innovative software solutions to a growing and technologically sophisticated clientele.
Brad brings an innovative approach from his 20+ years of experience to solve complex problems aligning the most effective technology solutions to enable efficient processes. He leverages his technological curiosity to lead RSM’s efforts to identify opportunities for clients to create efficiencies and eliminate tax data management challenges.

Brian Matlock

Brian is the US Private Funds Leader at Forvis Mazars and South Florida Market Leader, based in the firm’s Boca Raton. He has significant experience with audit, accounting, and compliance matters related to alternative investment funds, including private equity funds, hedge funds, venture capital funds, mutual funds, debt funds, and SBIC funds, for more than 23 years. His extensive knowledge in this area extends to a wide range of strategies, including but not limited to debt and credit strategies and real asset strategies. He has helped emerging managers and institutional funds, alike. Prior to joining Forvis Mazars, he was an alternative investment partner with a Big 4 international accounting firm.  Brian is a member of the American Institute of CPAs and Florida Institute of CPAs.  He is a graduate of Texas Wesleyan University, Fort Worth, with a B.B.A. degree in accounting and an M.B.A. degree in accounting and management information systems.

Steven Morrison

Michael Kramarz

Michael Kramarz is a principal in Kaufman Rossin’s tax services advisory group that leads the federal tax resolution practice assisting clients in all matters before the Internal Revenue Service.

Michael has over 14 years of experience as an attorney assisting clients navigate the Internal Revenue Service (IRS), bringing direct experience with IRS examinations, the Appeals process, and collections. He represented the IRS in over 200 engagements in and out of Tax Court, most recently as a Special Trial Attorney, and rendered legal advice in domestic and international disputes. Since joining Kaufman Rossin in 2022, Michael has successfully resolved numerous IRS examinations and appeals. This includes employee retention credit cases, the abatement of large foreign information return penalties, and examinations of high-net-worth individuals. Michael also assists clients with complicated tax research and planning.

Steve Kennedy

Steve Kennedy is a government contracting professional with over 15 years of experience. Steve’s areas of expertise include Federal Acquisition Regulation (FAR) compliance, Cost Accounting Standards (CAS) compliance, financial systems, mergers and acquisitions and US government proposal compliance. Steve’s most recent role in industry was Director of Finance for a large defense contractor in the simulation and training market space overseeing finance and accounting functions including financial reporting, FP&A, tax, internal audit, pricing, compliance and program finance.

Vanessa Skody

Vanessa Skody joined Kaufman Rossin & Co in 2023 as a senior manager with over a decade of experience in tax compliance and consulting for business entities. She has gained her experience by working at local and national firms. She’s had specialized focus in fund partnerships and partnerships owned by entrepreneurs and private equity in a range of industries, including manufacturing, real estate, healthcare, media content and distribution, and more. Vanessa also has experience in ASC 740 and compliance for consolidated C-Corporations. She is a Certified Public Accountant in the State of Florida. Vanessa earned a Business Administration and Marketing degree from the University of Florida and a Masters in Accounting from Florida Atlantic University.

Lawrence Levy

We were founded in the 1960’s. Over the years, the conventional accounting aspect of the firm grew and also a need for a specialized service, what we call “tax trouble”, became prevalent in the early 1990’s. Lawrence Levy formed a firm, Levy & Associates, Inc., in the 1990’s that represented taxpayers (both corporate and personal) with the IRS and State of Michigan regarding their delinquent tax liabilities and filings. Levy & Associates, Inc. expanded its services to the east coast of Florida in 2002. As the business continued to grow, Lawrence decided to expand the business to offer tax resolution services on a national scale.

Bruce Nunnally

Bruce Nunnally has over 30 years of public accounting experience, including 9 years with the international public accounting firm, Ernst & Young, LLP. Bruce is also a national instructor of accounting and auditing issues. He has presented accounting and auditing continuing education classes for a quarter of the top 30 CPA firms in the U.S.

In 2016 and 2022, Bruce was recognized as an “Outstanding Discussion Leader” by the Florida Institute of Certified Public Accountants.

Bruce was a founding partner of CRI and continues with the Firm in a Partner Emeritus role.