Podcasts

Carl Mayes is the Senior Technical Manager – Special Projects on the Public Practice and Global Alliances team at the American Institute of Certified Public Accountants (AICPA). He is responsible for managing practice quality initiatives for the AICPA including regulator quality studies, practice monitoring and various technical and regulatory-focused projects. He is the project manager for the AICPA’s Enhancing Audit Quality initiative and manages the execution of the AICPA’s 6-Point Plan to Improve Audits.

Prior to joining the Public Practice and Global Alliances team, Mayes helped perform market research, develop the business plan and identify the membership model for the AICPA Not-for-Profit Section.

Patrick Tokarski is a Product Manager for the Accounting and Audit Solutions. He has been with Wolters Kluwer since 2016. Prior to joining the product management team, he worked as an A&A Software Consultant helping firms become more productive by conducting training and consulting on various CCH^® ProSystem fx^® products including Engagement, Knowledge Coach and TeamMate Analytics^® among others. Patrick also delivers multiple CCH^® Learning and Development Academy School of Audit programs such as Knowledge-Based Audit (KBA) Methodology and role-based programs.

Patrick is a CPA and worked in public accounting as an auditor for seven years. In addition, he spent 8 years in the professional standards group of a national firm. He has also worked in private industry accounting as a controller and consultant helping to implement software and process changes.

Patrick received his Bachelor’s degree in Accounting from the University of Wisconsin – La Crosse. Patrick currently resides in Madison, Wisconsin.

Leslie helps Financial Services companies transform how they connect with their customers using the Salesforce platform. Prior to joining Salesforce, Leslie was a Digital Marketer and Software Product Manager at consumer lending FinTech startups.

Geoff Green serves as the Global Head for Mortgage and Lending at Salesforce. Geoff works with leading financial services organizations across all regions spanning mortgage, consumer lending, fintech and process optimization. Geoff brings a focus on borrower experience, borrower driven strategy, AI, and regulatory compliance within the context of growth and productivity. Geoff has extensive industry experience having served as an executive at the Federal Housing Administration (FHA). Geoff received an MPA from the Maxwell School of Citizenship and Public Affairs, Syracuse University, and played Football at Ithaca College where he received his undergraduate degree.

Dynamic IT Executive with more than 15 years’ experience leading teams and C-level management through process improvement and organizational development initiatives in well-established and growing firms. Visionary leader and expert in all facets of technology strategic planning, resource management, analysis, documentation, development, and deployment across the breadth of enterprises. Pioneering Project and Program Manager with experience managing multimillion dollar engagements for noteworthy, multinational companies. Adept at communicating complex technical terms to non-technical individuals. Insightful communicator with exceptional interpersonal skills, capable of establishing lucrative and significant relationships with clients, peers, and superiors.

For the past twenty-plus years, Tony Wicke has held numerous leadership roles in the mortgage and banking sectors. He is currently the Executive Vice President of Retail Lending for Land Home Financial Services, Inc., a privately held Independent Mortgage Banker founded in 1988. In his role, Tony oversees all facets of Retail Lending for the company. He is passionate in the pursuit of simplifying the mortgage experience for Land Home’s customers and enjoys making what is often the largest purchase of a customer’s life, less daunting. When not in the process of transforming the direction of LHF, you will often find him with his family somewhere outdoors whether that is on the ice rink, at the lake or going down the mountain.

Michel Golffed is vice president of growth at dLocal.

Chris Bozek is managing director and head of working capital solutions at Santander Bank.

Scott Thompson is the CEO of Tuition.io, a student loan repayment benefit company.

Technology can help protect employees’ health as well as safeguard business interests from virus-related impact and loss.