2014 Small Firm

Speaker Biographies

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Robert Durak, CPA, CGMA
Director, Center for Plain English Accounting

Bob Durak has been with the AICPA since 1995 and is a member of the accounting standards department, as director of Private Company Financial Reporting, where he oversees the development of the AICPA’s financial reporting framework for smaller businesses. Durak staffed the Private Company Financial Reporting Committee for the last six years and helped staff the recent Blue Ribbon Panel on private company accounting. 

Karl W. Egnatoff, CPA, CITP
K2 Enterprises

Karl Egnatoff is a CPA based in Myrtle Beach. He has worked as a consultant, trainer and programmer related to financial and business technology projects for the past 18 years. Prior to this, Egnatoff worked in public accounting as well as in private sector accounting for a period of approximately six years. 

Nick Hodges, CPA/PFS, MBA, CFP
NCH Tax & Wealth Advisors, Inc.

Concerned about the incomplete financial planning advice his clients were receiving, Nick Hodges expanded his firm's traditional tax and accounting services to create a consultative wealth management approach that integrates the financial arenas of greatest concern to his clients:  reducing taxes, mitigating down-side investments risk, utilizing asset protection and transferring accumulated wealth to the next generation. With over 30 years of experience, Hodges specializes in helping successful business owners and senior management executives convert their success into personal wealth for retirement.  

James C. Metzler, CPA, CGMA, CIPT
Metzler Advisory Group LLC

James Metzler, most recently was vice president/small firm interests for the AICPA and member of its senior management team. In that role, he led AICPA initiatives aimed at serving the needs of CPA firms including their practice success, advocacy and issues in serving private company clients. During his tenure, he built and directed the team that transformed the AICPA Private Companies Practice Section into a globally recognized and respected source of practice management resources and expertise. 

James M. Motter, J.D., LL.M.
Clinical Assistant Professor of Law and Taxation
Indiana University

James Motter is a clinical assistant professor of law and taxation at the Indiana University Kelley School in Indianapolis and teaches courses in the U.S. federal taxation of individuals and business entities. Prior to joining the faculty of the Kelley School in Indianapolis, he served as a law clerk and attorney-advisor to a judge of the United States Tax Court, practiced law in the DC tax practice of an international law firm, and engaged in a private practice providing tax and related legal advice. He earned his B.S.B. in accounting and MBA in accounting, with a concentration in taxation, at the Indiana University Kelley School of Business in Bloomington, a J.D. at the Indiana University Maurer School of Law, and a master of laws in taxation at the Georgetown University Law Center in Washington, DC. 

William F. Murphy, CPA, ABV, CFF, CGMA, CVA, PFS
Murphy Financial Group, P.C

William Murphy is the owner of Murphy Financial Group, P.C. The firm emphasizes in providing tax consulting and financial planning services to corporations, professional practices and individuals. He also provides consultation services on tax and financial planning issues to various news and publishing organizations on current tax law changes occurring within federal and state government. He is also the author of the “Murphy Minute” that is syndicated through various news organizations.

Scott Peterson 
Director of Government Affairs 

Scott Peterson joined Avalara in 2012 after almost seven years as the first executive director of the Streamlined Sales Tax Governing Board. At Streamline, Peterson was the chief operating officer of an organization of state governments working to make their individual sales tax systems simpler and more uniform. Prior to Streamline, Peterson was the director of sales tax for the South Dakota Department of Revenue. 

Donna M. Ulrich
Human Resources Professional

Donna Ulrich is a senior level human resources professional with over 20 years of experience in all areas of human resource management with emphasis on talent management, organizational development, and analyzing and solving problems. Ulrich uses continuous improvement approaches with vision for best practices. Her knowledge of human resource management is demonstrated in experience and teaching HR classes at several universities, including an international MBA program. In August 2014, Ulrich will start teaching at McKendree University.