Business & Industry Conference - 7 Tech & 1 [NT] - Webcast

Steve Scranton is the Chief Investment Officer & Economist for Washington Trust Bank and holds a Chartered Financial Analyst designation with over 35 years of investment and economic experience.

As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and actively participates on committees within the bank to help design strategies and policies related to investments. As the economist for Washington Trust Bank, Steve participates in public speaking engagements, as well as authoring multiple communications, to keep clients and the public informed of economic and investment market conditions. Throughout the Pacific Northwest, Steve is a well-known speaker on the economic conditions and the world financial markets.

(11/11/20)

Samir Mokashi

Author of the upcoming book "The Millionaire Exit", certified exit planner, co-founder of Code Unlimited, founder of Business Millionaire Club, and creator of TiMoLi sauce. 

With a master's in architecture from the University of Oregon, innovative business idea, passion for entrepreneurship, backed by determination and grit; Samir made Code Unlimited the top code consulting firm known for technical excellence, innovative solutions, and outstanding customer service. The business acumen that created this classic immigrant rags to riches journey is captured in The Millionaire Exit for anyone who wants to learn how to scale, sell, and leave a legacy.

9/15/2025

Byron K. Patrick, CPA, is an innovator who thrives at the intersection of accounting and technology. Rejecting traditional accounting roles early on, Byron founded Simplified Innovations, an IT firm built specifically for CPAs. He expanded his impact at Botkeeper, leading the charge in adopting AI to revolutionize bookkeeping. And moved on to transform how accounting firms handle quality assurance through automated technology as CEO of VERIFYiQ. For decades, Byron has been a respected national speaker and writer, translating complex accounting technology topics into practical guidance. As co-founder of TB Academy, Byron equips accountants with generative AI skills, empowering them to become tech-enabled industry leaders. He frequently shares his insights nationwide, making advanced technology approachable and practical for finance professionals. Outside the accounting-tech scene, Byron lives on a horse farm, balancing family, dogs, horses, and a passion for helping accountants redefine their profession.

(9/15/25)

Amy has been working in tax for two decades, starting in a sole proprietorship and moving up to larger and larger firms.  Her primary industry focus is real estate, but she's done a little of everything. In fact, before becoming an accountant, Amy taught high school. She uses that experience and love of learning to help her clients understand their accounting and make good financial decisions. In her free time she enjoys hiking, travel, and weight training.  You also might find her out on a dragon boat with her Pink Phoenix racing crew.

(10/14/25)

Troy Banker

As numbers have always made sense to Troy Banker, becoming an accountant was a natural career choice. He is known for his excellent responsiveness, as well as his aptitude for helping clients understand their complete financial picture.

Troy began his accounting career managing the business entity and high-net-worth individual side of a small CPA firm in Portland, and he then joined Geffen Mesher in 2013.

Troy understands the importance of efficiency, both in his client work and his role within the firm. Ever an advocate for improvement projects, he recently earned his Lean Six Sigma Green Belt.

(11/19/20)