21CF-BIBR: MNCPA B&I Briefings Conference (Virtual Only)
Jimmy Williams, CPA/PFS, CFP®
Compass Capital Management, LLC
Jimmy J. Williams, CPA/PFS, CFP®, is the CEO and president of Compass Capital Management, LLC, a registered investment adviser and wealth management firm. He currently serves as the chair of the AICPA National Accreditation Commission and authors and teaches advanced financial planning techniques and ethics for the AICPA and numerous state CPA societies. Jimmy is often sought as an expert on financial planning matters and was recognized by CPA Magazine as one of the “Top 40 CPAs to Know in a Recession.” He was recently appointed by Governor Kevin Stitt to serve as a founding board member of the Oklahoma Employee Insurance and Benefits Board. Jimmy has served as the treasurer and trustee on the AICPA Foundation, is a past president of the OSCPA and completed a term as a member of the AICPA Board of Directors.
Conference sessions led by
Jimmy Williams
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