Upside Business Travel

Upside Business Travel is revolutionizing travel management for small and mid-sized companies with high-tech tools, no fees and 3% cash back. To learn more about how you can centralize your company’s travel and access best-in-class customer service, at no additional cost visit www.upside.com.

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Craig Vagt
Partner Emeritus Talbot, Korvola & Warwick, LLP

Over 30 years of experience in the tax area working with companies of all sizes to enhance their financial position.

Specialties: Tax with a focus on corporations, partnerships and individual matters. Extensive work in structuring acquisitions and sales of businesses.

Experience with most industries.

Past managing partner at TKW.

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Jeff VandenHoek
Intentionality, LLC

Over 26 years experience in leadership and program development, including business and leadership development coaching/consulting, higher education administration/teaching and nonprofit leadership. Experiential teacher inspired by collaboratively helping individuals and organizations get better through purposeful intention, building trust and increasing a positive impact in their organizations and all of life. Jeff specializes in supporting and facilitating:

  • Emotional Intelligence Assessments & Coaching
  • High Impact Leadership Development & Influence - Leadership Coaching
  • New Team Formation & Development
  • Embracing Difficult, Imperative Conversations (conflict)
  • Trust Development (with self, others and teams)
  • ‘Simplexity’ - Blending the Complex with the Simple and keeping it Simple
  • Communication Strategies - Organizational & Individual
  • Creativity and Ideation - Product Development and Process
  • Organization Development & Behavior

Jeff is a life long learner, attempting to capture the meaning from experiences where ever they occur. He loves watching people, listening to their stories and celebrating all of life that is lived. He is passionate about music (both consuming and performing). He is in love with his wife of 30 years and 3 children ages 26, 23 and 17. For Jeff….Life is full. Life is good. Life is Messy. Life is beautiful.

Don’t miss Jeff’s Courses:

Self Awareness I

Self Awareness II

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Ben Wann
Co-Founder, The Numbers Guys

What Drives Me? I l am passionate about finding dynamic solutions to complex problems. I am dedicated to improving workflows, developing and redesigning processes, leading teams, unlocking the power of data analytics/business intelligence, and making an organizational impact within the areas of accounting and finance. I am relentlessly accountable in everything that I do.

I am driven by a love for constant learning. I am always working to improve myself and strengthen my skillset. I have a personal commitment to reach an expert level of knowledge between the intersection of accounting and business process improvement.

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Nick Warren
Vice President at Parker, Smith & Feek

Nick was born and raised in Vancouver, WA, graduating from Mountain View High School and attended the University of Washington in Seattle.

Nick has worked in Seattle, New York, and Portland for a variety of clients and industries throughout his 14 year career in the risk management and insurance industry. He moved to Parker, Smith & Feek (PS&F) in August of 2016 to focus on helping Pacific Northwest companies manage their commercial insurance and employee benefits programs.

Founded in 1937, PS&F focuses on helping Pacific Northwest organizations obtain customized solutions with the goal of optimizing insurance coverages for the lowest total cost of risk. PS&F has more than 200 associates dedicated to commercial insurance, employee benefits, safety/loss control, surety, workers compensation, and claims management. We place over $450 million in policy premiums annually and are ranked as one of the Top 100 U.S. Insurance Brokers.

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Nancy Wu
Sales and Customer Success

Nancy Wu has spent most of her career working in, consulting for, and auditing various accounting departments’ financial close process for public and private organizations ($200 Million to $4 Billion).

Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of signups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top.

Ms. Wu currently leads sales and customer success for SkyStem, a technology company that offers month-end close and reconciliation automation for mid-market companies in banking, healthcare, retail and various other industries.

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Robert Zwerling
co-Founder, Finance Analytics Institute

Robert J Zwerling is co-founder of the Finance Analytics Institute (www.fainstitute.com). FA Institute fuses finance and analytics, and through research and its Analytics Academy goes beyond the “What is” of Finance Transformation to the “How to” implement an analytics culture of data driven decisions that is Next Generation Finance.

Mr. Zwerling is also Managing Director of Aurora Predictions that offers its LightZ™ analytics and AI software purpose-built for Finance with a comprehensive suite of imbedded predictive models that delivers unbiased predictions and forecasts on large multi-source data. LightZ is intuitive to use for fast and deep insights to make better data driven decisions without need of data scientist or programming.

His 25 years career as a serial entrepreneur covers industries as manufacturing, telecom, and technology, and includes employment at Southern California Edison, Computer Sciences Corporation, and Vision Solutions. He is a regularly requested speaker on analytics and AI, and author of numerous articles and books. He is also a patron of Stanford University’s Hoover Institution.

Mr. Zwerling has a Bachelor of Engineering from Stony Brook University, Master of Science in Mechanical Engineering (thermodynamics and fluid mechanics) from CSU Los Angeles, member of the Tau Beta Pi engineering honor society, and a Registered Professional Engineer in California.

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