Business and Industry Conference (Rochester Chapter Satellite)

Gregory J. Altman currently serves as the Vice President of Finance and Operations at Nardin Academy, Buffalo, NY and as Treasurer/Secretary for American Coradius International, LLC, Amherst, NY. Prior to this role, Mr. Altman served as the Director of Finance and Operations at Health Sciences Charter School, Buffalo, NY and as Chief Financial Officer at Zone Oil & Gas LLC and Somerset Production Company, LLC, and as controller for Somerset Capital Partners, all affiliated companies in the investment and oil and gas industries. Prior to becoming affiliated with the Somerset companies, Mr. Altman worked for an independent oil and gas exploration and production company, a real estate syndicator with public and private partnerships, and in public accounting for ten years. Former affiliations include serving on the finance and audit committee for The Olmsted Conservancy in Buffalo, past-President for the Western New York Kidney Foundation, and the annual chairperson for the Kids Escaping Drugs dinner gala, Buffalo, NY.

Mr. Altman is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Mr. Altman earned his bachelor's degree from New York University and graduated from the State University of New York at Buffalo's graduate tax certificate program.

Beth van Bladel, CPA, is a Director & Outsourced CFO with BST Consulting Group, a division of BST & Co. CPAs, LLP, where she provides financial, management, and accounting advisory services to support mission-driven organizations. She specializes in translating complex financial concepts into clear, actionable insights and collaborating to solve problems that lead to measurable, positive outcomes. Leveraging her Six Sigma Green Belt (CSSGB), she designs efficient processes and uses financial systems and automation to support growing organizations.

Coaching and developing her clients, team members, and NextGen CPAs is central to Beth’s work and brings her tremendous fulfillment.

Beth is honored to be recognized on the Forbes 2026 America’s Best-In-State CPAslist, a milestone that reflects her lifelong commitment to the CPA profession. She is currently serving a three-year term on the AICPA Council. Previously, she served on the Private Company Council, advising the Financial Accounting Standards Board (FASB) on private company matters. She is also a proud member of the New York State Society of CPAs and a recipient of both the Distinguished Service Award and the Outstanding CPA in Industry Award.

Beyond her professional work, Beth is a volunteer patient advocate and founder of Capital Region Patient Advocacy, where she teaches healthcare advocacy and navigation skills to the Capital Region community.

In her free time, Beth can be found on a yoga mat or discovering backroads on her Can-Am Spyder.

Eric Morris is Portfolio Manager and Staff Economist at Alesco Advisors, an ESL Company, where he helps businesses, families, and nonprofit institutions with custom investment solutions and advice. His responsibilities include managing client portfolios based on evidence-based investment strategy and supporting decision-makers with practical interpretation of complex market developments. He also sits on Alesco’s Investment Committee. He is often called upon to share his insights about capital markets and the economy with broad audiences through speaking engagements, media appearances, and print publications.

Prior to joining Alesco, Eric shared his expertise with students as instructor of economics, history, and education at the secondary, undergraduate, and graduate levels. Earlier in his career he spent several years as a researcher with the Center for Governmental Research, a think-tank and consulting firm. He holds B.A. and M.A. degrees in economics from Syracuse University, as well as an Ed.D. from the University of Rochester. Eric and his wife live in Brighton, NY with their two sons.

Schuyler, currently a Commercial Relationship Manager with Capital Bank began his commercial banking career in 1994 with Fleet Bank. Schuyler was formally credit trained at Fleet and has completed numerous credit training courses over the years. Over the past 30+ years, Schuyler has worked for large regional banks, money center banks and community banks all within commercial lending. Schuyler has focused on commercial and industrial lending to privately held companies in the $5 million to $250 million range but also has significant experience in investor-owned real estate financing, focusing on loans in the $1 million to $20 million range.

Edward Roske is a world-renowned author, data scientist, and entrepreneur, celebrated as one of the foremost voices on artificial intelligence and business transformation. Revered by Fortune 500 executives and startup founders alike, he has written 10 definitive books on analytics and enterprise technology, delivered electrifying keynotes worldwide, and hosts the acclaimed podcast Asking Good Questions, where he challenges global leaders to reimagine the future of finance in the AI era.

As the visionary founder of interRel Consulting (steering it for 23 years before its strategic exit to Argano, a billion-dollar digital powerhouse) Roske continues to shape the direction of enterprise technology from the boardroom. Today, he is a trusted advisor to global corporations and the driving force behind the fastest-growing AI leadership movement in the Caribbean, convening executives, investors, and policymakers to define the future of applied AI.

Cory Bonura Sr. Systems Engineer & Penetration Tester | Mengel Metzger Barr & Co. LLP

With more than 15 years of experience in IT, Cory Bonura brings a depth of technical expertise spanning systems engineering, penetration testing, and enterprise infrastructure. He has served as both an IT Director and IT Consultant across the medical and private sectors, giving him a grounded, real-world perspective on how organizations of all sizes manage security risk. At MMB+CO, Cory leads technical implementation and hands-on security assessments for clients.

Nate Tunningley, CISA - Information Security Analyst | Mengel Metzger Barr & Co. LLP

Nate Tunningley is a Certified Information Systems Auditor (CISA), accredited by ISACA, with five years of experience in IT compliance and security governance. He specializes in governance, risk, and compliance — helping organizations build the frameworks and controls needed to operate securely and meet regulatory requirements. At MMB+CO, Nate leads client advisory engagements, vCISO services, and compliance assessments across a range of industries including K-12 education and municipal government.

Wassia Kamon, CPA, CMA, MBA, is Chief Financial Officer of Access to Capital for Entrepreneurs (ACE), a leading Community Development Financial Institution (CDFI) based in Georgia. She brings more than 15 years of experience across manufacturing, technology, pharmaceuticals, and the nonprofit sector, with leadership roles spanning accounting and FP&A.

Named the 2025 CFO of the Year by the Atlanta Business Chronicle and a two-time CPA Practice Advisor 40 Under 40 honoree, Wassia is also a keynote speaker, host of The Diary of a CFO podcast, and guest faculty for the Wharton Online FP&A Certificate Program. Her insights on finance leadership and governance have been featured in The Wall Street Journal, Accounting Today, Fast Company, and Strategic Finance.

Matthew Bryant, CPA is an accomplished financial leader with over 25 years of experience guiding private equity-backed and high-growth companies through strategic growth, operational transformation, and financial stewardship. Throughout his career, he has partnered closely with CEOs, senior leadership teams, and boards to drive value creation, improve reporting and forecasting, and implement scalable processes that support both business objectives and people. He thrives at the intersection of finance, strategy, and technology, leading initiatives such as ERP migrations, SaaS metric optimization, and operational integrations that enable teams to work smarter and more efficiently.

Craig counsels businesses and individuals in a range of state and local tax issues, with a focus on New York State, New York City, New Jersey, and multistate tax issues.

Craig advises clients on all aspects of state and local tax from planning and compliance to controversy and litigation. He represents clients in disputes with the New York State Department of Taxation and Finance, New York City Department of Finance, and New Jersey Division of Taxation and is experienced in handling sales tax, corporate franchise tax, personal income tax, and residency audits.

Craig works closely with remote retailers and cloud-based software vendors on a variety of multistate tax compliance issues, including filing requirements, sales and use tax collection obligations, income allocation and apportionment, tax registrations, and applications for voluntary disclosure and other amnesty programs. Craig also spends significant time counseling businesses and individuals in the financial services sector on various multistate tax planning topics, including residency planning, income apportionment and allocation, state and city entity level taxes, and entity restructuring.

Craig has served as a contributing author or editor for several tax publications and treatises, including the American Bar Association’s Sales and Use Tax Deskbook.