Gene Marks is a CRM consultant and the author of six books on business management. Gene bi-weekly Forbes column On CRM is read by tens of thousands of readers.  He also writes regularly on business, technology and public policy topics for The Guardian, The Hill, The Philadelphia Inquirer, Forbes, and Entrepreneur and Inc. Magazines. Gene runs a ten person financial and technology management consulting firm near Philadelphia.

Roman Kepczyk is Director of Firm Technology Strategy for Rightworks and a long-time trusted technology consultant to the accounting profession. He has partnered with more than 400 CPA firms to effectively utilize their information technology and accounting applications by optimizing their tax, assurance, and administrative production workflows. In addition to being a CPA, CITP, and CGMA, Roman is certified as a Lean Six Sigma Black Belt which he utilizes to transform accounting firms in his consulting practice. Roman has been recognized as one of Accounting Today’s Most Influential People in Accounting fifteen times, a CPA Practice Advisor Top Thought Leader each of the past ten years, and one of INSIDE Public Accounting’s Most Recommended Consultants to the Accounting Profession fifteen years. Roman is a prolific author and speaker to the accounting profession helping firms transform their practices.

Eric is the CEO and Chief Security Architect with The McMillen Group, LLC in Plano, Texas.  He has been providing consulting services for clients in a wide variety of industries for the last 18 years.  Eric’s primary responsibilities are leading risk assessments, IT control reviews, information security assessments, penetration testing, and vulnerability assessments using both cutting-edge technologies and old school techniques for clients in various industries.