Amy Merletti is the Senior Manager for the Academic & Student Engagement team at the AICPA. Amy joined the AICPA in 2015 and oversees the Academic Champion program, Accounting Pilot & Bridge Project along with other key influencer initiatives. Prior to joining the AICPA, Amy worked in the marketing industry for a top accounting firm in Miami, FL. Her experience includes marketing strategy, brand management, event execution, and public and media relations. Amy received her bachelor’s degree from Florida Atlantic University in public communications with a minor in business hospitality and tourism management.

Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

Jessica Barnas is a partner and a leader of our finance and accounting solutions team advisory group, leveraging her in-depth knowledge of accounting software and financial processes and procedures as she guides our clients into the future, allowing them to focus on their core business.

Mario is a proven marketing and product strategy leader in the SMB SaaS and Fintech space, delivering high-value solutions to busy and overworked small business segments. His strengths are research, building teams, innovation, content creation, driving initiatives from scratch, competitive intelligence, and full end-to-end Go To Market planning. With a background in journalism, product management, and marketing at software companies, Mario is equipped to provide insights into how businesses can better use technology to become more efficient and create a stronger offering for their customers.