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Mohamed Daanish Basha is a Customer Success Leader at Zoho Books, where he helps businesses streamline their accounting operations and maximize value from financial software. With a strong focus on customer engagement and product adoption, he enables organizations to navigate complex financial workflows with ease. At Zoho, he works closely with global clients to drive digital transformation in finance. Mohamed brings a practical, customer-first perspective to every conversation about modern accounting solutions.
Discover how cutting-edge technology is reshaping accounting practices to drive cost control compliance. This session will explore the role of automation, analytics, and integrated platforms in streamlining financial workflows. Learn how Zoho Finance Suite empowers CPA's with tools to enhance efficiency, maintain compliance, and adapt to the evolving demands of modern financial management.
Speaker: Mohamed Daanish Basha
Speaker bio: Mohamed Daanish Basha is a Customer Success Leader at Zoho Books, where he helps businesses streamline their accounting operations and maximize value from financial software. With a strong focus on customer engagement and product adoption, he enables organizations to navigate complex financial workflows with ease. At Zoho, he works closely with global clients to drive digital transformation in finance. Mohamed brings a practical, customer-first perspective to every conversation about modern accounting solutions.
Jaideep is the Co-founder & CEO with 20 years of experience in building Ai companies, and a proven track record of creating successful startups that have created over $3 Billion in value. He is passionate about combining AI/ML with CPAs to build a game-changing tax solution. He has a BS and MS in Computer Engineering from the University of Arizona, and an MBA from the Wharton School.
Explore how advancements in AI are reshaping the way taxes are prepared — making the process faster, more accurate, and less manual. We'll walk through real examples from FlyFin's journey automating tax prep and discuss where the future is headed.
Speaker: Jaideep Singh
Speaker bio: Jaideep is the Co-founder & CEO with 20 years of experience in building Ai companies, and a proven track record of creating successful startups that have created over $3 Billion in value. He is passionate about combining AI/ML with CPAs to build a game-changing tax solution. He has a BS and MS in Computer Engineering from the University of Arizona, and an MBA from the Wharton School.
Under Dan’s leadership, InnerPC has become a trusted technology partner for organizations nationwide, guiding them through the evolving challenges of cyber threats, data compliance, and cloud computing. He is passionate about making enterprise-level security and cloud solutions accessible to everyday businesses, leveraging AI to streamline operations, enhance data protection, and future-proof firms in an increasingly digital world. Dan has spoken at numerous high-profile events, including the CPA Summit (Dec 2024), where he addressed cybersecurity risks and cloud platform stability for C-level leaders. At the National Conference of CPA Practitioners (May 2024), he co-presented with the U.S. Secret Service on ransomware threats and practical data protection strategies. Dan has also shared his expertise at national conferences such as Tax Growth Con, AICPA, MYCPA.com, and NATP, focusing on cybersecurity and cloud computing. During the COVID-19 pandemic, he led webinars for the Chamber of Commerce and LITS, guiding businesses on secure remote work and IT continuity planning.
Scaling Your Business with A.I.: Unlocking Growth and Innovation Discover how artificial intelligence (A.I.) can transform your business by driving more intelligent decisions, improving customer experiences, and accelerating growth. This session explores practical strategies and real-world examples to help you harness the power of A.I., automate key operations, and innovate faster, ensuring your business stays competitive and thrives in a rapidly evolving digital landscape.
Speaker: Dan Fusco
Speaker bio: Under Dan’s leadership, InnerPC has become a trusted technology partner for organizations nationwide, guiding them through the evolving challenges of cyber threats, data compliance, and cloud computing. He is passionate about making enterprise-level security and cloud solutions accessible to everyday businesses, leveraging AI to streamline operations, enhance data protection, and future-proof firms in an increasingly digital world. Dan has spoken at numerous high-profile events, including the CPA Summit (Dec 2024), where he addressed cybersecurity risks and cloud platform stability for C-level leaders. At the National Conference of CPA Practitioners (May 2024), he co-presented with the U.S. Secret Service on ransomware threats and practical data protection strategies. Dan has also shared his expertise at national conferences such as Tax Growth Con, AICPA, MYCPA.com, and NATP, focusing on cybersecurity and cloud computing. During the COVID-19 pandemic, he led webinars for the Chamber of Commerce and LITS, guiding businesses on secure remote work and IT continuity planning.
Eli Noff, JD, CPA is a skilled tax attorney and CPA, who focuses his practice on defending clients before the IRS and state taxing authorities. With extensive experience in international tax matters, Eli focuses on issues including compliance, voluntary disclosures, streamlined filing procedures, and penalty abatements. His practice spans a wide array of services, from assisting clients with IRS examinations and appeals to handling international tax consulting, tax debt resolution, and matters before the United States Tax Court.
Throughout his career, Eli has helped clients manage complex tax debt situations, utilizing solutions such as offers in compromise, installment agreements, and collection alternatives. His goal is to provide personalized solutions based on each client’s unique circumstances, using his deep understanding of tax law to secure the best possible outcomes.
Eli serves clients in Maryland, the District of Columbia, and federal tax clients nationwide.
Tax Law, Tax Controversy, International Tax Consulting
Eli has presented on various tax topics, including IRS collections, international tax compliance, and managing significant tax debts. He has also appeared on The Goldstein on Gelt Show to discuss the importance of FBAR reporting.
Eli has authored numerous articles on topics such as foreign trust reporting, IRS enforcement priorities, FBAR compliance, and international tax strategies. His publications offer valuable insights for professionals and taxpayers navigating the complexities of tax law.
This session provides a survey of IRS foreign information reporting requirement fundamentals (e.g. FBAR, 8938, 3520…etc), offering tax professionals the ability to identify the proper information reporting obligations and avoid draconian penalties for failure to comply. We will also discuss the penalties for non-compliance and how to navigate the choice of available remediation options to mitigate damages once an issue is discovered.
1) Classify International Information Reporting Obligations (FBAR, 8938, 3520…etc) for foreign assets through discussion of real life examples, including deadlines and filing thresholds. 2) Summarize the penalty and assessment statute consequences of failure to timely file informational reports. 3) Outline remediation compliance programs and procedures, such as voluntary disclosures and streamlined filing compliance procedures, and identify the proper path to resolution.
Speaker: Eli Noff, Esq., CPA
Speaker bio: Eli Noff is a partner at Hughes Noff Tax Law, where he utilizes his skills as an attorney and CPA to defend clients before the IRS and state taxing authorities.He is also handles international tax matters, resolving issues involving offshore voluntary disclosures, IRS examination of foreign bank accounts and other complex compliance matters.He has successfully represented clients across numerous federal and state examinations and appeals, IRS criminal investigations, and other matters before the federal and state tax courts.
Account Executive for Aon, offering a full suite of services to Financial Professionals.
Fort Washington, Pennsylvania, United States
Summary
Experienced Consultant with a demonstrated history of working in the financial services industry. Strong consulting professional skilled
in Business Relationship Management, Business Development, Insurance, Professional Liability, and Customer Service.
Experience
Aon - 24 years 7 months
Senior Business Development - April 1998 - Present (24 years 7 months)
Working with Professional Liability Coverage for clients, managed through the AICPA Insurance Programs.
Account Executive - April 1998 - Present (24 years 7 months)
Education
Rutgers University - Camden - Business Management · (1990 - 1992)
St Joseph's Prep High School Alumni - (1983 - 1987)
Learn how to evaluate what you need to protect for your firm. When and why evaluating your insurance needs on a regular cadence make sense. What factors to consider and including changes within your business and firm.
Speaker: Robert Albertini
Speaker bio: Robert Albertini a senior risk advisor with Aon, brings more than 25 years of experience working extensively in professional liability insurance for professional services firms. He is a nationally licensed Property & Casualty insurance agent. He studied business management and communications at Rutgers University.
Laura Jansen is the VP of Sales for the Capital Area Core Market. She has been with ADP for over 15 years with 11 spent leading teams of HCM consultants servicing both accounting firms and their clients.
Organizations today are awash in data – but turning that data into actionable insights remains a major challenge. In this session, discover how ADP’s robust workforce analytics can help cut through the noise, enabling business leaders and their advisors to uncover critical trends, drive smarter decisions and achieve measurable business outcomes. Learn how to move from data overload to strategic advantage with tools that bring clarity, impact and results.
Speaker: Laura Jansen
Speaker bio: Laura Jansen is an accomplished sales leader and relationship strategist with a proven track record of driving growth through high-impact partnerships, especially within the CPA channel. As Vice President of Sales at ADP, she leads with vision, empathy, and execution, building world-class teams that consistently deliver results. With a Master’s in Human Resource Development, Laura blends business acumen with a deep understanding of people, culture, and leadership. Her approach is rooted in empowerment—of teams, clients, and communities. She is known for turning strategic ideas into scalable solutions, mentoring future leaders, and fostering environments where performance and well-being go hand in hand. A sought-after collaborator and trusted voice in the industry, Laura is passionate about rethinking how sales and service organizations engage with partners and clients in today’s rapidly evolving landscape
Chasing receipts and spending time across multiple tech stacks doesn’t just waste time, it cuts into margins and slows your firm down. Join Ramp’s session to learn how leading firms are simplifying their workflows with smarter automation, streamlining accounts payable, and accelerating close. Discover how to strengthen financial oversight and drive strategic growth with less complexity and more impact.
Speaker: Michelle Chen
Speaker bio: Michelle is a native Californian but moved to New York six years ago and has been at Ramp for nearly two years. She focuses on building strong partnerships with accounting firms to help improve their tech stacks and boost efficiency. Outside of work, she’s a proud dog and bunny mom who enjoys spending time outdoors with her fiancé and their pets.
Prior to joining MCC, Matt worked for CB Richard Ellis and Digital Realty, specializing in commercial office, retail, and data center space. Bringing a strong background in financials and client relations, Matt joined MCC in January 2024. He graduated from Salem State University in 2017 with a degree in Business Management and currently resides in Charleston, SC.
We will use this time to give an overview of our services and some background on our company. We will explain how we are able to lower fees for our clients, what the process looks like, and the services that we offer.
Speaker: Matthew Smith
Speaker bio: Prior to joining MCC, Matt worked for CB Richard Ellis and Digital Realty, specializing in commercial office, retail, and data center space. Bringing a strong background in financials and client relations, Matt joined MCC in January 2024. He graduated from Salem State University in 2017 with a degree in Business Management and currently resides in Charleston, SC.
Rebecca Sheppard, Esq. is a tax attorney and a Partner in the Special Credits practice group at Frost Law. Over the last two years, Rebecca has used her background in government practice to work with business clients across the country in helping them secure government funding from PPP, EIDL, and the Employee Retention Credit (ERC). Unlike many other tax professionals, Rebecca has used her tax and legal background to closely follow the legislative changes and relief programs, giving her a thorough understanding of the complexities of how businesses from all industries can maximize their claims for refundable tax credits. Her efforts have allowed her to recover significant refunds for many small and medium-sized businesses around the country.
Rebecca previously worked for the Comptroller of Maryland as a tax attorney in the Hearings and Appeals Section. She conducted administrative hearings, issued binding legal determinations, and negotiated settlement agreements on behalf of the Comptroller of Maryland. Rebecca’s experience both in government and private practice allows her to effectively navigate how businesses can best make tax law work in their favor.
Peter Haukebo, Esq. is a tax attorney and a Partner in the Special Credits practice group at Frost Law. Since 2020, Peter has leveraged his background in tax and corporate law to work with business owners throughout the U.S. to help them claim much-needed relief from PPP, EIDL, and the Employee Retention Credit (ERC). His familiarity with the ever-changing tax code and recent legislation allows him to provide second opinions for businesses even if they already filed a claim so that the business owner can properly maximize their tax credits received. His efforts have helped inform hundreds of business owners on the intricacies of ERC and allowed many to claim significant refundable tax credits.
Peter’s other tax and business law experience focuses on the areas of tax controversy, tax planning, and business transactions. He also manages a team of attorneys and oversees the Legal Innovation Department at the law firm. Prior to joining the firm in 2018, he practiced at Chaney | Haukebo LLP.
Education
The speakers will explore key developments in tax controversy, highlighting recent updates, litigation activity, and regulatory shifts. They will touch on emerging issues across compliance, enforcement, and taxpayer advocacy. Attendees will gain a broad sense of the current landscape and areas to watch.
Speakers: Rebecca Sheppard and Peter Haukebo
Speaker bios: Rebecca Sheppard is a tax attorney and a Partner in the Tax Advisory practice group at Frost Law. Over the last two years, Rebecca has used her background in government practice to work with business clients across the country in helping them secure government funding from PPP, EIDL, and the Employee Retention Credit (ERC). Unlike many other tax professionals, Rebecca has used her tax and legal background to closely follow the legislative changes and relief programs, giving her a thorough understanding of the complexities of how businesses from all industries can maximize their claims for refundable tax credits. Her efforts have allowed her to recover significant refunds for many small and medium-sized businesses around the country.
Peter Haukebo is a tax attorney and a Partner in the Tax Advisory practice group at Frost Law. Since 2020, Peter has leveraged his background in tax and corporate law to work with business owners throughout the U.S. to help them claim much-needed relief from PPP, EIDL, and the Employee Retention Credit (ERC). His familiarity with the ever-changing tax code and recent legislation allows him to provide second opinions for businesses even if they already filed a claim so that the business owner can properly maximize their tax credits received. His efforts have helped inform hundreds of business owners on the intricacies of ERC and allowed many to claim significant refundable tax credits.