AI Conference

Edwin Harvey

Edwin Harvey, Ph.D., is Director of AI Solutions & Training at Your Part-Time Controller, LLC, where he champions effective, responsible adoption of emerging AI technologies. Edwin has consulted across the fields of analytics, automation and business strategy, especially in the nonprofit and financial management sectors. In his current role, he researches emerging AI technologies and applies what he learns to help clients and colleagues navigate the overlap between digital tools and natural language. A passionate trainer, Edwin speaks frequently at conferences, events and webinars.

Bronach Branan

Bronach Branan is a Senior Manager with over 15 years of public accounting experience. In addition, she has 10 years of private industry experience, gained in London and Ireland, serving clients in telecommunications, media technology and banking. She has performed management consulting with “Big 4” firms, specializing in enterprise resource planning (ERP) system implementation.

Bronach’s international and domestic industry knowledge provides audit and assurance services to the firm’s hospitality, construction, government contracting and employee benefit plan clients, to include various types of retirement plans with assets ranging from $2 million to $2 billion, including entities required to file with the Securities and Exchange Commission. She oversees the firm’s engagements through planning and implementing project design and strategy, directing and reviewing fieldwork and managing the financial reporting aspects of the jobs.

Bronach is passionate about continuous improvement and uses her broad experience to provide consulting services related to process optimization using a variety of Lean Six Sigma tools and techniques including DMAIC (Define, Measure, Analyze, Improve and Control), RCA (Root Cause Analysis) and FEMA (Failure Mode and Effects Analysis).? She leads the firm’s internal Audit & Assurance Operational Excellence Team and serves as a firm resource on new auditing approaches as well as audit efficiency initiatives. She is also involved in developing and conducting department training.

Byron Patrick

Byron K Patrick, CPA.CITP, began as a CPA and then merged his passion for technology with accounting. He founded Simplified Innovations Inc, an IT Department servicing CPA firms, and later joined Botkeeper as a General Manager. He then supported leaders in achieving Business, Balance & Bliss at The B3 Method Institute and is currently the CEO of VERIFYiQ, bringing automated Quality Control to accountants. A recognized technology leader, Byron frequently speaks at conferences and contributes to industry publications, including the Journal of Accountancy. He has been an active member of the Maryland Association of CPAs and the AICPA, holding several key positions.

Patricia Katebini

Tricia Katebini has spent her career in public accounting, specializing in the nonprofit sector since 2007. As an audit partner, she is in charge of and responsible for the planning and managing of financial statement audits and Single Audits, when applicable. Ms. Katebini has served a range of nonprofit clients including charities, foundations, private schools, and associations, and has presented results to management and the board of directors. Ms. Katebini also advises organizations on internal control best practices, as well as other accounting and operational areas critical to the organization’s financial health.

A seasoned speaker on technical accounting and tax topics affecting nonprofits, Ms. Katebini has presented at AICPA, MACPA, GWSCPA, and other accounting and nonprofit industry conferences. She has built a strong reputation for serving as a key advisor to nonprofit organizations in the Greater Washington, D.C. and Baltimore areas. Her nonprofit audit experience includes proficiency in technical accounting issues and the requirements of Uniform Guidance. She also provides valued guidance to clients on new accounting pronouncements.

In addition to audit and assurance, Ms. Katebini’s background also includes knowledge of technical tax issues for nonprofit organizations including unrelated business income and state nexus issues. Her work across a wide range of accounting, tax, and compliance concerns allows Ms. Katebini to bring clients a holistic view of their operations.

Ms. Katebini currently serves on the AICPA’s Joint Trial Board, a wellrespected position within the CPA community. She was also named a 2021 Woman to Watch and received the Maryland Association of CPAs’ 2022 Max Teichmann Award. Ms. Katebini is a proud member of GRF’sWomen on the Move, the firm’s women’s leadership initiative.

Holly Blanchard

Holly Blanchard is a transformative CFO and executive advisor with more than 20 years of C-suite experience, including 18 years as a CFO—spanning the consulting, corporate, and nonprofit sectors. Focusing on results, clarity, and cross-functional leadership, Holly helps organizations navigate complexity and accelerate performance across finance, technology, HR and operations—enabling them to unlock funding and deliver sustainable results, especially in moments of disruption or growth.

As founder of Clark Consulting, Holly partners with CEOs, boards, and senior teams to align finance, operations, HR, and technology. She is known for her long-standing operational discipline—achieving 11+ consecutive years of positive net income and 10 consecutive years of clean federal and financial audits with no findings or adjustments. She has led $50M+ in net income improvements, managed $75M in diversified investments, tripled cash reserves, and negotiated strategic capital structures that fueled long-term growth.

Holly has also led enterprise technology transformations, implementing modern financial, HR, and IT systems across multiple organizations—often delivering 25–35% cost savings through strategic vendor negotiations and system redesigns. She brings grounded, realworld experience to technology decisions, with a focus on business solutions, multi-year ROI, usability, and reducing complex risks.

She also incorporates the human lens into transformation. Holly has built and retained high-performing teams with 95%+ retention, delivered 45% savings in benefits plans while maintaining employee satisfaction, and integrated technology to support smarter, more responsive HR operations. Her approach to AI and digital tools goes beyond automation—it’s about magnifying human and team potential.

A former CFO of the Year, Holly brings practical insight from both executive trenches and global thought leadership networks—including the MIT AI and COO Leadership programs— where she collaborates with innovators shaping the future of AI, technology innovation, leadership, operations, and finance.