Expensify — Founder & CEO
David Barrett started programming at the early age of six and has been aspiring to become an expense report magnate ever since. David attended the University of Michigan where he worked in the Virtual Reality Lab, before moving to Texas to write 3D graphics engines for the video game industry. Next, he moved to California to join Travis Kalanick in building Red Swoosh, a peer-to-peer file transfer technology, which was acquired by Akamai in 2007. In 2008, David left Akamai to start Expensify and has since been relieving the world’s frustrations, one expense report at a time.
BDO — Business Services & Sr. Outsourcing Director
Deborah has more than 30 years of accounting experience. She focuses on QuickBooks administration, receivables/payables, payroll setup and processing, financial reports, and both corporate and individual tax returns. Deborah leads the technology portion of the Business Outsourcing & Services. She spends a majority of her time consulting with clients regarding QuickBooks matters, such as training, integration of third-party applications for QuickBooks, designing workflows to create efficiencies, and troubleshooting issues.
Xero — Co-founder & CEO
Rod Drury is the CEO and co-founder of Xero and serves on its Board of Directors. As the visionary behind Xero, he's been acknowledged internationally through technology and business awards, most recently including 2013 EY New Zealand Entrepreneur of the Year, 2012 NZ Herald Business Leader of the Year, member of the NZ Hi-Tech Hall of Fame, and Honorary Fellow of the Institute of IT Professionals NZ. Before starting Xero, Rod was involved in a number of successful startups including Context Connect, Glazier Systems, and Aftermail.
TSheets — Co-founder & CEO
Matt Rissell co-founded TSheets, his sixth successful startup venture, in 2006. With a passion for startups, strategy, and identifying high-growth opportunities, he's an active contributor to Forbes, AMEX Open Forum and The Huffington Post. Matt serves on the executive committee of the Idaho Technology Council and the Vistage CEO Network. Most recently he received the 2015 40 Under 40 award from CPA Practice Advisor, and the 2015 Rule Breaker Award.
CPA.com — Strategic Advisor
Named to the CPA Practice Advisor “Hall of Fame” in 2011, Greg LaFollette is listed in the Top 25 Thought Leaders in Accounting and the Top 100 Most Influential People in Accounting. Previously, Greg was VP of Product Strategy at Thompson Reuters, Executive Editor of the CPA Practice Advisor, and VP of Product Strategy at CPA.com (an AICPA subsidiary). Although he retired in 2014, Greg brings a unique 360° perspective to the many issues of public accountancy with his interdisciplinary career and his current position as Strategic Advisor for CPA.com.
Expensify — Product & Success Coach Lead
As employee number eight at Expensify, Puneet Lath has played a crucial part in growing the sales, product management, and success coach teams at Expensify. With his current focus on product and enterprise account management, Puneet is uniquely positioned in his role to roadmap new features that continue to surprise and delight both new and existing users.
Zendesk — Senior Financial Systems Analyst
Classically trained in accounting and obsessed with technology, Patrick focuses most of his time designing brilliant SaaS ecosystems for accounting, finance, and operation teams. With an emphasis on superior financial statement control and role enablement, he is committed to driving automation, consistency, and accuracy. After his stint with JP Morgan, where he managed the GL Reconciliation, Government Reporting, and Service teams, Patrick traveled the world and worked in back offices in Dubai, Thailand, and Australia. Patrick currently works as a Senior Financial Systems Analyst for Zendesk in beautiful San Francisco, California.
HPC — Managing Director & CEO
Bruce Phillips is a seasoned CPA and a passionate advocate for cloud technology. Having served as a CFO and COO to tech startups, Bruce has been a key beta tester for several cloud technologies including Xero, Expensify, and Gusto. Prior to co-founding his accounting firm, HPC (formerly Harshman, Phillips & Company), Bruce spent seven years at Ernst & Young, including two years as Audit Manager. Bruce is a graduate of The College of William and Mary where he earned his degree in Accounting.
Even a Nerd — CPA, CITP, CSPM & Countess of Communication
Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in Napa Valley and writing and speaking on “nerdy” subjects. Geni’s tenured experience includes being a CPA firm partner, startup CMO, and software company executive. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She is a member of the TEDxNapaValley organizing committee and was the first speaker at the TEDx event in 2011.