Deadlines
School of Accountancy Conference 2025
Presenters

A successful and proven serial CEO, Executive Business Leader, Board Member, Advisor and U.S. Navy Veteran who has created billions of dollars in enterprise value, investor and shareholder returns. With 30 years of public and private company leadership and management experience in M&A, IPO, strategic planning, direct sales, channel sales, marketing, finance, product development, manufacturing and distribution of products and services.
Mr. Banks has 30 years of experience in the high-tech SaaS, software, eCommerce and payment processing industries. He has held numerous executive level management positions such as CEO, President, General Manager, VP of Business Development, Vice President of Sales and Marketing and Director of Corporate Strategy with leading high-tech companies. Mr. Banks enjoys working with venture capital firms, private equity groups, startups and growth-oriented companies.
In 2007, as President of Authorize.Net, a publicly traded company and leading provider of Internet payment processing products and services servicing hundreds of thousands of online merchants, Mr. Banks lead the sale of the company for $662M. In 2008, working with a private equity firm, Mr. Banks became the CEO of CamCommerce later renamed Accelerated Payment Technologies, a publicly traded company taken private as result of a leveraged buyout. Accelerated Payment Technologies was a leading provider of integrated payment technology to hundreds of independent software vendors. In 2012, Mr. Banks led the sale of the company to Global Payments for $413M achieving another successful exit for the company’s investors and shareholders.
In 2014, Mr. Banks once again joined up with multiple private equity firms for a joint investment and recapitalization of NMI, a leading provider of white label payments enablement gateway technology servicing ISOs, ISVs and Payment Facilitators. In 2017, Mr. Banks successfully orchestrated a strategic growth investment and sale of the company for $425M to two private equity firms positioning the company to complete a strategic acquisition of Creditcall—a provider of swipe, EMV, contactless, mobile, unattended and other card present payment processing solutions based out of Bristol, U.K. Today, NMI is a leading provider of Omni-Channel Payments Enablement Technology.
In 2017, Mr. Banks joined the executive management team at Truckstop.com serving as President of the LoadPay Business Unit where he provide his valuable and successful payment industry experience to guide, lead and grow Truckstop.com’s payments initiative into the leading payment solution for the transportation industry. In April 2019, Mr. Banks participated in assisting the company in receiving a strategic sale and investment by a private equity firm for $945M.
In 2021, Mr. Banks became CEO of Weave Communications, a leading provider of SaaS-based communication and engagement software for service-based companies. He led the successful Initial Public Offering of the company on the New York Stock Exchange (WEAV) the following year becoming the first African American Veteran from the State of Utah to take a company public.
Today, Mr. Banks is the CEO of Utah-Based Nexio, a FinTech Based, Payment Workflow Automation and Applied AI Agent Technology company focused on developing innovative cross application payment workflow solutions for SMBs that automate, redundant, repetitive, time-consuming, and inefficient tasks and operations, freeing up workers to perform higher value tasks.
Mr Banks has extensive board of directors service experience: Complete Merchant Services, Nexio, Accelerated Payment Technologies, NMI, G2 Web Services, Orange Soda, Panoptic Security, Access Data, Electronic Transaction Association, Tez Parking Technology, Truckstop.com, Oportun (OPRT). Mr. Banks is a proud veteran of the armed services having served 8 years in the United States Navy and holds a Bachelor’s of Science Degree in Business Management from Utah Valley University.
Professional Achievement Highlights:
- I had the incredible opportunity to work at and lead a small startup company called Authorize.Net, which was among a small number of payment companies that ushered in the e-commerce era.
- As CEO, I had the once in a lifetime opportunity to lead the successful Initial Public Offering of Weave Communications (WEAV) on the New York Stock Exchange as the first African American Veteran from the State of Utah on Veteran’s Day, which also happened to be my 35th Wedding Anniversary.
Personal Background:
- Live in Highland, UT
- Married to My High School Sweet Heart for 39 Years
- 6 Adult Children and 5 Grandchildren
- Born in Soest, Netherlands
- Veteran of the United States Navy
Interests/Hobbies:
- Fitness
- Hiking
- Reading History

Nicole Donahoo is an Assistant Professor of Accounting. After earning her bachelor's and master's degrees in accounting from BYU Marriott, she earned her Ph.D in accounting from the University of Illinois Urbana-Champaign where she taught undergraduate accounting classes. She has worked in the forensic accounting field and currently teaches undergraduate auditing courses in BYU Marriott's School of Accountancy. Her research interests primarily center on how external forces shape the auditor's experience and decision-making.

Joni is a strategic, results-driven tax partner at Tanner, with over 25 years of experience in personal and employee mobility tax. She specializes in delivering practical, scenario-based guidance on complex technical matters such as transaction tax modeling, long-term incentive compensation planning, payroll reporting and withholding (domestic and international), audit resolution, and overall tax cost management. Before joining Tanner, she was a partner at a Big Four firm, where she held leadership roles across four U.S. cities and completed a five-year international assignment in Tokyo, Japan.
Beyond her client work, Joni is passionate about mentoring the next generation of tax professionals—especially women aspiring to leadership roles. A mother of three daughters, she brings that same dedication to developing talent within the industry. She holds both a Master of Accountancy (with a tax emphasis) and a Bachelor of Science in accounting from Brigham Young University. Joni is a member of the American Institute of Certified Public Accountants and currently serves on the Advisory Board for BYU’s School of Accounting.

Erich has worked in systems security and IT for over two decades. He leads security assessments and penetration testing engagements for small to large businesses including Fortune 500 companies.
As a partner at Moss Adams, LLP he has built a team around him of similarly skilled individuals that understand IT risk and are able to execute a myriad of engagements including web application, API, mobile, and physical and social engineering testing.
In his fourth year as adjunct faculty in the School of Accounting at BYU he enjoys working with top tier students in the MACC program.

Jeff has over 25 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the U.S. Congress, the Internal Revenue Service and Treasury Department, and the federal courts to the Firm and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the U.S. deficit and fundamental tax reform.
His Capitol Hill experience includes working on tax and budget issues for former U.S. Senator and Senate Finance Committee member Steve Symms, R-Idaho.
Jeff holds a BS in Political Science from the University of Idaho and an MBA from Johns Hopkins University.

Dr. Paul Lambert is the Religion Initiative Director at Wheatley Institute. He is a leading expert on religious pluralism in society, including the role of pluralism in economics and business. He works regularly with global businesses on this topic, including American Airlines, Accenture, Dell Technologies, Equinix, ServiceNow, and PwC. Prior, Paul was Assistant Dean at Georgetown University’s McDonough School of Business, where he managed consulting and business education programs for global companies and university partners. Before joining Georgetown University, Paul was at the National Defense University (NDU), where he served as Professor
and lead Academic Officer of a congressionally-funded Department of Defense and Department of State American Studies graduate program for students from over 75 countries. Paul’s leadership and teaching gained him recognition as one of NDU’s most highly rated professors and the recipient of the Chairman of the Joint Chiefs of Staff Joint Meritorious Civilian Service Award, the highest award available for civilian service from the Chairman of the Joint Chiefs of Staff.
Paul has also held numerous teaching and leadership roles in other educational institutions, including as a lecturer at the Fletcher School of Law and Diplomacy at Tufts University, a visiting professor at the National Defense University in Washington DC, and visiting fellow and faculty at BYU's Marriott School of Business.
Paul also led the development of the Freedom Forum Institute’s first executive education capability focused on religious freedom in business contexts and served on the executive education advisory board for the Fletcher School of Law and Diplomacy. Paul also serves on the board of the Religious Freedom & Business Foundation and as a member of the national advisory council of Cicero Group.
Paul is a graduate of Georgetown University where he earned his Doctorate in Liberal Studies; the Fletcher School of Law and Diplomacy at Tufts University where he received his Masters Degree in International Relations; Brigham Young University where he studied American Studies; and the Massachusetts Institute of Technology where he graduated from the Seminar XXI Fellowship Program on foreign affairs and national security.

Kenneth Rooks was born in Portland, OR and grew up in Walla Walla, WA. Kenneth graduated with a bachelor’s degree in civil engineering as of April 2025. He is currently a professional athlete for Nike. He also is an NCAA champion in the steeplechase for BYU, a 2-time US champion in the steeplechase, and was an Olympic silver medalist in the steeplechase at the Paris 2024 Olympic Games. Kenneth is married to his wife Taylor. They met in their student ward while attending BYU. Taylor and Kenneth love to spend time exploring the outdoors. Kenneth also likes to sing and his first job growing up was delivering newspapers.

Ryan Sommerfeldt is an assistant professor in the School of Accountancy at Brigham Young University, where he currently teaches courses in managerial accounting. Prior to joining the faculty at Brigham Young University, he was a faculty member at Washington State University. He earned his bachelor’s and master’s degrees from Brigham Young University, and his doctoral degree from The University of Illinois at Urbana-Champaign. Prior to earning his doctoral degree, Ryan worked on the advisory team at Squire and Company, PC, and owned and operated a landscaping company. His research lies at the intersection of managerial accounting and audit and has been published in top-tier journals such as The Accounting Review, Management Science, Contemporary Accounting Research, Journal of Business Ethics, and Issues in Accounting Education. His research specifically focuses on the effects of management controls designed to deter and detect misreporting, factors that influence the rationalization of misreporting, and factors that motivate and incentivize employee performance. In his free time, he enjoys sports and spending time with his wife and four children.

David is passionate about understanding new technologies and implementing them into the curriculum of Brigham Young University, where he works as the Glenn D. Ardis professor of accounting. David earned his Ph.D. at Indiana University. David has over 200 publications in a combination of respected academic and practitioner journals, monographs, books, and cases. His research has won multiple best paper awards. David is a current or past editor at five journals. He works with the EYARC to develop curriculum that is provided for free to academics throughout the world (see https://eyarc.site/). He is also a coauthor on the market-leading AIS textbook, Accounting Information Systems by Romney, Steinbart, Summers, and Wood and codeveloper of the https://experience.eyarc.site/, https://www.byuaccounting.net/,
http://genai.global/, and https://www.techhub.training websites. He has also recently started two companies related to training and reviewing workpapers in Excel (http://skillabyte.com/ and https://hiddenhawkai.com/).