Our Instructors

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Our instructors are leading practitioners and subject matter experts. On average, each has 20 years of experience in his or her selected field. This experience enables them to go beyond the curriculum to provide context, tips, and practical real-world examples to help you better understand and apply the course content right away. We vet each instructor thoroughly, to ensure they meet our high standards of quality for content and presentation. And we enable our users to peer-test and review all of their courses.
Member's Profile
Organizations: AICPA, ABA, California Bar, Cal CPA Society, IPT, AAA-CPA Specialties:federal taxation, multistate taxation, tax policy, tax research, taxation of intangibles, liberal learning, first year experience programs, campus reading programs   Experience Professor : San Jose ...
  • This instructor has no courses published, yet.
Member's Profile
Jenny Norton, CPA, is an accounting professional with over 15 years of progressive experience at organizations both large and small across a spectrum of industries in both the public and private sector. She began her career in her home state of New York at "Big Blue" (otherwise known as IBM) managing 1099-MISC compliance but soon ...
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  • This instructor has no courses published, yet.
Member's Profile
Rebecca Okamoto
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Rebecca is a communication consultant, and helps professionals master clear, concise communication. She shows people how to turn their every day communication into a competitive advantage, and be more effective in today's overloaded, multi-tasking and attention deficit world. Everyday she helps people with something to say, who ...
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Joseph J. Ori, is President and Chief Executive Officer of the company and is responsible for all business of the company. Mr. Ori is a highly accomplished real estate and corporate finance executive with significant knowledge and experience is all facets of commercial real estate including; investment, finance, capital markets, development, ...
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Kenneth L. Parkinson Managing Director, Treasury Information Services, LLC Mr. Parkinson is managing director with TIS. He is an experienced consultant, educator, writer, and financial manager. His experience as a consultant and as a corporate treasury manager has included development and implementation of major treasury systems ...
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Gary helps business leaders find the Million Dollar Blind Spot: Before It Finds You enabling sustainable profitable growth. He has helped over 200 middle market leaders who are tired of their organization being (1) a best kept secret, (2) stuck, or (3) coasting. He specializes in helping leaders increase revenue profitably with less ...
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Helped several firms earn first profits and become industry leaders. Owners sold firms at significant multiples; some became financially set for life, retired early. Idea generator who listens and fits in well while moving teams to higher levels. Network helped clients in marketing, operations and technology. Mentor who persuades owners to ...
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Mr. Perkins has been practicing as a transactional attorney for over twenty-five years. Mr. Perkins is a member of the faculty of the Graduate Tax Program of the Villanova University School of Law. In that program, he has taught The Drafting Fundamentals of Estate Planning Documents — a course that he developed for the program ...