Phuong Mayer is a Partner and CEO at PP&Co and has been with the firm for over 15 years. She received her Bachelor of Science degree in Computer Engineering from the University of California at Santa Cruz. Phuong began studying accounting while working as a software engineer and later earned her Master of Science degree in Accountancy from San Jose State University.

As a PP&Co Partner, Phuong gained extensive experience on the production side, providing tax and finance consulting services to closely held businesses, their owners, and families. As a result of her transition to CEO, her focus has shifted towards operations, with an emphasis on serving and supporting PP&Co and its amazing team.

Phuong has always been an advocate for the profession and is passionate about helping others create sustainable and fulfilling careers in public accounting. Throughout her career at PP&Co, she has served as a guide and mentor helping to expand and enhance the firm’s professional development programs. She operates with a vision towards providing opportunities to the highly engaged and talented individuals who are the firm’s professional staff, while simultaneously challenging them to reach their full potential.

With a blended background in technology and finance, Phuong understands the importance of leveraging – and leading – digital transformation, which will enable the PP&Co team to provide the most innovative and effective solutions to meet clients’ complex and ever evolving needs.

Danielle Lee, managing editor of Accounting Today, previously served as technology editor of Accounting Today and editor-in-chief of AccountingTechnology.com. Prior to that, she held the role of senior editor. Before joining Arizent, she covered the emerging corporate responsibility movement for CRO (Corporate Responsibility Officer, now CR) magazine as executive editor and worked for a range of entertainment and lifestyle publications in Los Angeles, including industry trade magazine TelevisionWeek. She holds a bachelor’s degree in print journalism and a minor in cinema/television from the University of Southern California.

Tom Koehler is a seasoned leader with over two decades of experience in technology and professional services, bringing a rare combination of deep technical expertise and strategic business acumen that helps clients create sustainable competitive advantages through advanced technology adoption. He excels in digital transformation strategy, M&A, carve-outs, and product internationalization, complemented by expertise in governance, risk, compliance, and cybersecurity.

At the intersection of technology and business, Tom possesses a distinctive profile that enables professional services firms to leverage cutting-edge technologies, from AI and automation to advanced analytics, transforming them into market differentiators. His extensive experience in professional services portfolio strategies and scaling companies reflects his deep commitment to understanding each client’s unique challenges and aspirations.

By immersing himself in clients’ business contexts and partnering closely with their leadership teams, Tom translates complex technological capabilities into tailored solutions that directly address the specific operational and strategic needs of accounting and consulting firms.

Arush is the co-founder and CEO of Modus. Modus is an active investor in CPA firms using technology to deliver differentiated outcomes. Arush launched Modus with the vision of delivering the world’s highest quality audit in the shortest amount of time. Using proprietary technology and AI, Modus delivers audits in a fraction of the time while reducing friction for clients. Modus combines capital, technology, and GTM support to scale its member firms practices.

Before Modus, Arush was a private equity investment professional at Thoma Bravo, the world’s largest software investment firm with $181Bn in AUM. At Thoma Bravo, he was part of the founding team for the London office and European strategy.

Arush studied Finance at the Wharton School of Business and Electrical Engineering from the University of Pennsylvania’s School of Engineering and Applied Sciences.

Daniel Hood has been editor-in-chief of Accounting Today since 2011; he joined Accounting Today as managing editor in 1998. A graduate of Georgetown University, he has also served as a business editor for the New York Daily News, and as a production editor for The Wall Street Journal Europe. He is the author of five novels and a guidebook to New York City.

Reyes Florez is a rising leader in the accounting services sector and the founder and CEO of Platform Accounting Group. Reyes established Platform in 2016 with just one office and eight employees. Today, the company has expanded to over 40 offices with 900+ employees, becoming a leading provider of CPA, outsourced CFO, audit, tax, and compliance services to more than 65,000+ clients across 16 states. Under Reyes’s leadership, Platform has been an early adopter of AI and Automation in professional services, leading the charge in a rapidly changing environment. The company has been recognized as a Financial Services Industry USA Today Top Workplaces award winner in 2025, Accounting Today names Reyes to their list of Top 100 Most Influential People, and Utah Business honored Reyes as a 2024 CEO of the Year. Reyes’s deep roots in the accounting sector trace back to his early days working in various functional and operational roles within his family’s boutique accounting business. He is also a frequent speaker at AICPA and other leading industry conferences.

Stuart Ferguson leads Pointe Advisory, a boutique strategy consultancy with 15-plus years of experience advising leading professional services firms, including the Big Four. Pointe is a market leader in growth strategy, M&A diligence and value creation for CPA+ firms across the US and Europe. Over the last 5-years, Pointe has advised the largest PE funds on active processes around 15 of the top 25 US accounting firms and currently advises >10 of the T100 CPA firms’ leadership teams on strategy and operating model optimization.

Prior to joining Pointe, Stuart led diligences in Bain & Company’s Private Equity Group. Before that, he was an accountant at KPMG, specializing in hedge fund accounting and tax.

Stuart holds an MBA with distinction from the University of Virginia Darden School of Business and graduated magna cum laude with a BBA from the College of William & Mary. Stuart is also a Certified Public Accountant (CPA) in Virginia.

David has served as President and CEO of Dean Dorton since 2012. His previous roles in the firm included Lexington Market Leader, Business Consulting Service Group Leader and Leader of the firm’s healthcare industry team.

Under David’s leadership, the firm has consistently earned recognition as a best place to work across multiple markets. Dean Dorton has successfully expanded into four new geographic regions and broadened its advisory services, which now account for more than 35% of the firm’s annual revenue. These strategic initiatives have driven exceptional growth, resulting in Dean Dorton being honored as one of the fastest-growing firms in the country for the past two years.

Noah joined Platform from the Investment Banking division of Credit Suisse, out of their Los Angeles office where he specialized in Leveraged Finance for Financial Sponsors and Gaming industry coverage. While at Credit Suisse, Noah was a participant and client advisor on over $20 billion in financings across leveraged loans, HY bonds and equity products. Noah has been with Platform for 4 years and is responsible for leading out the firm’s corporate development initiatives including: sourcing new acquisition opportunities, diligence, structuring, negotiations and closing transactions. While at Platform, Noah has executed 40+ transactions, and enjoys getting to know firm owners on a personal level and helping them understand why Platform is different, creating win-win deals and building out an ecosystem of next-gen firms. Noah is a graduate from the University of Utah and is still actively involved with the university sitting on the Young Alumni Council.

Josh Beck is Managing Partner of Kansas City-based MarksNelson Advisory, a Springline Company, which has been named by Accounting Today as a 2025 Best Firms to Work For and by IPA as a 2025 Best of the Best Firms. Prior to assuming the role of Managing Partner, Beck served on the firm’s Executive Committee, led the Real Estate industry niche, and oversaw the Location Strategies Department. In 2023, MarksNelson received an investment from private equity firm, Trinity Hunt Partners, to become a founding firm for Springline Advisory. Beck currently serves on the Board of Directors at Springline and Chairs the firm’s Managing Partner Advisory Council.