Creative Ways to Solve the Talent Shortage In Your Firm

Alison Ball is the Director of Marketing and Influencer Strategy for Liscio, Inc. Before joining Liscio in August 2020, Alison spent 15 years leading accountant influencer programs at Intuit, and prior to that she was an accountant herself. In her spare time, she grows amazing backyard vegetables and loves hiking in the San Francisco Bay Area. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.

Steve Perkins has nearly 30 years of experience in information technology management and consulting. Steve began his career in IT with no formal education in computers or technology. Instead, he learned “from the ground up”, driven by a fascination with the ever-increasing power of computer technology and, in particular, its potential to add value to an organization.
In his role as Chief Information Officer, Steve provides strategic leadership and is responsible for the planning, implementation and oversight of all firm technology innovation and process
improvement initiatives.
In 2013 Steve was the inaugural recipient of the “Bridging the Gap in Technology” award given by Boomer Consulting, Inc. This national award recognizes an individual in the accounting industry who excels in aligning organizational and IT strategy.
Steve is a member of the AICPA, the Tulsa CIO Forum. He is a graduate of Leadership Tulsa. Steve earned a BBA in Finance from Northeastern State University and an MBA from Oklahoma State University. Steve is also a Green Belt in Lean Six Sigma for CPAs.

From the high school girl who, in her senior year, was allowed to take a college course titled Bookkeeping 101, to the aptly titled Construction Accounting Guru, Tonya Schulte has gone from follow-the-leader to being a leader. Just as she joyfully jumped into her first job (taken while she was attending Bookkeeping 101 classes) she has always found herself helping, guiding, and teaching others. Yep, her first boss, an architect and builder, hired her because he had recently purchased software he didn’t know how to use – you guessed it – QuickBooks. Tonya now leads The Profit Constructors team, manages The Construction Junction Roundtable, hosts The Construction Junction Podcast, and sits on the board of the American Subcontractors Association of Arizona. She is married to Joe, and has three growing and active children. She spends her “off” hours reading, travelling, cooking, and occasionally dipping into the swimming pool – or the chocolate supply – whichever seems appropriate.

David K. Boatswain is a Certified Public Accountant, licensed in New York State since 2009. A graduate of Baruch College, David earned his Bachelor of Business Administration in Accounting and Computer Information Systems. For 12 years, David honed his accounting and auditing skills working in a mid-size CPA firm and the dynamic environment of a big 4 CPA firm. He also spent several years working in private accounting where he gained valuable experience in many facets of accounting over a variety of industries.
In addition, he has approximately 20 years of tax preparation experience. His specialization is with individuals, real estate investors, and professional service business owners.
David resides in Brooklyn, New York. He is a member of several community groups, including the Brooklyn Chamber of Commerce and the Brooklyn Community Board #17. He also participates in local charity events, including 5k races. David is an avid real estate investor and enjoys travelling with his family.
David is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the National Association of Black Accountants (NABA).