David Ballard

Senior Economist

GRA, Incorporated

Kassie Bauman
Assurance Senior Manager
PricewaterhouseCoopers

Kathleen (Kassie) Bauman is a senior manager in the Private Company Services Assurance practice. Since starting with PwC over a decade ago, she has served both public and private companies in a variety of industries. Kassie's private company experience includes heavy involvement with US subsidiaries of foreign parents ("inbounds"), as well as domestically-owned private companies. In addition to auditing inbounds from a half-dozen countries, she also oversaw IFRS conversion efforts at almost a dozen US subsidiaries of European parents. On domestically-owned private companies, in addition to performing audits, Kassie has been involved in several carve-out audits, M&A transactions, and in a public debt offering and subsequent re-privatization. In the public company arena, Kassie has experience with secondary debt offerings, SEC guarantor audits, and implementation of Sarbanes-Oxley.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, August 20, 2009

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Julien Berke, CPA
IFRS Director
Mazars

Julien Berke has more than 10 years experience in Industry and Services companies audit, both public and private, of which 5 years in Mazars Paris office. Since he has joined Mazars New York office, Mr.Berke focused his expertise on cross border issues, including differences between US GAAP and IFRS. His industry experience in servicing multi-national companies includes manufacturing, nuclear, perfume and publishing. Mr.Berke graduated Bordeaux Business School in France and he is a Certified Public Accountant. He is co-writer of the articles of the Mazars' newsletter on IFRS for the USA and also co-writes articles for various accounting publications.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, July 23, 2009

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Dean R. Bishop
Senior Solutions Consultant
Oracle

 

 

 

 

 

 

Peter Brassington
Director
LiquidHub

 

 

 

 

 

Peter Brassington is a Director at LiquidHub and leader of the Data & Business Intelligence Center of Excellence. His areas of expertise include Data Warehousing, Business Intelligence, Portals, and Data Architecture. He has led implementations of many Large Data Warehouses and Business Intelligence Solutions. His Data Warehousing experience spans the entire DW Lifecycle including dimensional modeling, architecture of OLAP models (ROLAP and MOLAP), and ETL experience with multiple source and target destination types. (Excel, Flat Files, SQL Server, XML, Oracle, DB2, ...) He has over 15 years of experience in many different vertical industries including Life Sciences, Utilities, Retail, Manufacturing and Financial.

Event Name: Business Intelligence Symposium

Event Date:  Wednesday, April 22, 2009

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Maureen Breen has more than 15 years experience in internal audit and corporate accounting. She has been focused on Sarbanes-Oxley compliance for the past 5 years, implementing an internal audit function at one national retailer and currently managing the internal audit function at another national retailer. Maureen has degrees in accounting, finance and statistics from Temple University, Drexel University and the University of Illinois. She currently teaches finance at Drexel University and collaborates with Penn State Abington's Chemistry department to teach basic accounting and finance principles to chemistry students studying to work in industry.

Event Name: Realigning Priorities of Internal Audit to Add Value

Event Date:  Thursday, October 22, 2009

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Will Choi
Director
PricewaterhouseCoopers

Will Choi is a Washington Metro-based Director in PricewaterhouseCoopers’ Transaction Services Accounting, Valuation and Financial Reporting (TS-AVFR) Advisory Services practice. Will has 10 years of auditing and accounting advisory experience at PwC. Will also spent two years as an examiner in the Division of Corporation of Finance at the United States Securities and Exchange Commission. Will is one of PwC's IFRS subject matters specialists. He spent four years overseas with PwC's Global Capital Markets Group where he spent the vast majority of his time leading US GAAP and IFRS conversions projects. While based overseas, he served as the primary US GAAP and IFRS accounting advisor for a number of multinational companies based in far east Asia including Samsung and LG group companies.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, June 18, 2009

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Chris Coigne is a Certified Public Accountant, Certified Internal Auditor and a Certified Fraud Examiner. His CPA/CFF, CIA, CFE’s specialties include: Manufacturing and distribution process review and costing, contractual compliance auditing, fraud investigations, due diligence and Sarbanes-Oxley. Instructor/Discussion Leader at AICPA Instruct on topics including Fraud, Internal Audit, SOX, and Risk Management for state CPA societies including NJ, PA, IL, and FL.

Event Name: Realigning Priorities of Internal Audit to Add Value

Event Date:  Thursday, October 22, 2009

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Laura Dallas Burford is President of LAD Enterprizes, a management and information technology consulting company known for its “IT Coaching” approach. Laura has extensive experience assisting businesses with operational and technology solutions.

Prior to starting LAD Enterprizes, Inc., Laura was the Managing Director of a rapidly growing start-up International Professional Services Consulting organization turning it into a profitable multi-million dollar business. She has had experience with several major consulting organizations, start-up initiatives, and a number of Top 100 corporate accounting and technology divisions as well as smaller businesses. Laura has expertise with global project and portfolio management, application development, IT transformation, and domestic and international outsourcing operational solutions.

Event Name: Business Intelligence and Financial Planning & Analysis Symposium

Event Date:  Wednesday, October 22nd, 2008
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Sara has spent the past six years specializing in International Financial Reporting Standards, and assisting US-based companies and their audit teams in applying IFRS. Since joining the Transaction Services practice in 2008, Sara has focused on helping clients reconcile and convert from US GAAP reporting to IFRS in connection with M&A activity, capital market listings and IFRS preparedness projects. Prior to joining Transaction Services, Sara was a partner in Global Accounting Consulting Services, part of PwC's National Professional Services Group. While in Global ACS, she participated in PwC's global IFRS consulting network, helping establish consistent global policies for IFRS application. Sara has over 18 years of experience serving companies primarily in the Technology, Entertainment, Media and Communications sectors. Her clients have included Thomson Reuters Corporation, DRS Technologies-Finmeccanica, the largest privately-owned US company, Capgemini, Dow Jones & Company, and Verizon Communications Inc.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, July 23, 2009

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Remi Forgeas, CPA
IFRS Leader
Mazars

Remi Forgeas possesses more than fifteen years of experience providing audit and transaction services in the U.S. and in Europe to large international firms, both public and private. Mr. Forgeas focuses his expertise on cross border issues, including differences between US GAAP and WRS. His industry experience in servicing multi-national companies includes manufacturing, advertising, oil and gas, and construction.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, June 18, 2009

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Clark French
President
Computer Intelligence

 

 

 

 

 

Clark French is the President of Computer Intelligence, provider of BI consulting services to companies such as T.Rowe Price, Capital One, and Yahoo. Mr. French has founded, built and sold two earlier BI software product companies, the first one in the mid 1980's which marketed one of the first OLAP Multi-dimensional database products in the US. This technology was sold to D&B in the 1980s. The second company was founded in the early 1990's and was sold to Sybase for $30M. This technology is now marketed as Sybase- IQ by Sybase.

Event Name: Business Intelligence Symposium

Event Date:  Wednesday, April 22, 2009

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Paul Gelinas
Practice Manager
IKON Office Solutions

Rhonda R. Grate is a Principal Sales Consultant at Oracle Corporation, focusing on Enterprise Performance Management and Business Intelligence Applications. In this role, Rhonda assists organizations in understanding the value of identifying performance improvements in the area of Planning, Budgeting and Forecasting, as well as Business Intelligence. She also focuses on educating organizations on “Best Practices” within these areas, as well as how to gain better business performance.

Event Name: Accounting Technology Symposium

Event Date:  Thursday, February 19, 2009

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Steven Haffner
Partner
PricewaterhouseCoopers LLP

Steve is an IFRS expert resident in Philadelphia with 20 years of varied experience in the business world across several geographies and industries. After graduating from Penn State, Steve began his career with PwC in Pittsburgh in 1989. From 1994 - 1997, he participated in the firm's Manager International Program as an audit manager based in Milan, Italy. In that capacity, he assisted US multinationals doing business in Italy and oversaw several cross border transactions. As an audit senior manager in PwC-US, Steve managed PwC's involvement in major acquisitions and divestures and oversaw PwC's audits of major oil and gas and chemicals companies. Later, Steve spent 3 years in Moscow, Russia as a partner working with one of the world's largest gas companies where he was involved in the conversion of the company's accounts to International Financial Reporting Standards (IFRS). Upon his return from Moscow, Steve joined Philadelphia's Transaction Services Practice has been focused on helping major US companies in their evaluation of the implications of converting from US GAAP to IFRS.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, June 18, 2009

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Scott is a member of the Philadelphia, Pennsylvania office of Ernst & Young LLP. He provides over twenty years of experience working with both publicly and privately owned companies, primarily in the US Power & Utilities and manufacturing industries. He specializes in the area of accounting and auditing, with significant experience in multi-national consolidation coordination, financial reporting and Securities and Exchange Commission filings and registrations.

Event Name: Accounting Technology Symposium

Event Date:  Thursday, February 19, 2009

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Kevin Hull
Director – Business Intelligence Solutions
Relevante Inc.

 

 

 

 

 

Kevin J. Hull has a background in financial reporting, budgeting and forecasting, and database designing. He has been successfully deployed in the banking and manufacturing industries providing reconciliations, 10-Q reporting, and database development. He has successfully implemented streamlined processes for companies saving both time and money.

Event Name: Business Intelligence Symposium

Event Date:  Wednesday, April 22, 2009

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Sean T. Lager, CPA
Partner
Frazier Deeter LLC.

Stephen A Litzenberger, CPA
Managing Partner and CFO
BROADSTONE LLC

Steve is a CPA with approximately 13 years of professional experience, including a blend of public accounting, consulting, and large corporation experience. A 1996 Accounting and International Business graduate from Penn State University, Steve started his career at Wal-Mart where he worked in an Internal Audit capacity. His public accounting experience began at a Philadelphia based local CPA firm, where he supervised financial statement compilations, reviews and audits, pension plan audits, not-for-profit audits (including A-133 Gov’t compliance), as well as tax return compilations.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, June 18, 2009

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Frank Margay
Senior Account Manager
QlikTech Inc

 

 

 

 

 

Frank has over 20 years experience in sales and sales management in the Software and Insurance industries, with roles including solutions selling and account management of Fortune 500 and Global 2000 accounts. In his current role as Senior Account Manager, QlikTech Inc (since 2005), Frank provides solutions related to Executive Corporate Reporting, Dashboards and Analytics. He is responsible for the acquisition of new clients and account management of existing customer relationships. Frank covers the geographic territory of Pennsylvania, New Jersey and Delaware.

Event Name: Business Intelligence Symposium

Event Date:  Wednesday, April 22, 2009

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Peter has worked extensively with chief audit executives and financial managers throughout North America and Asia. He has more than 10 years’ senior management experience and was responsible for establishing ACL’s presence in the Japanese market. Peter has a unique perspective on the ways organizations can implement business assurance solutions to improve operational performance and address the growing challenges of compliance within an increasingly stringent regulatory environment. He is a dynamic and popular public speaker, having conducted speaking engagements at conferences for The IIA and ISACA.

Event Name: Internal Audit Symposium

Event Date:  Thursday, September 25, 2008

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Dennis McLaughlin
Vice President of Sales
Information Builders

 

 

 

 

 

Dennis McLaughlin is the Vice President of North American iWay Sales for Information Builders. Information Builders is a leading provider of Business Intelligence, Integration and Enterprise Information Management software products. In this position, Mr. McLaughlin is responsible for all aspects of customer acquisition, sales operations, and system architecture support for Information Builders North American customers and partners.

Event Name: Business Intelligence Symposium

Event Date:  Wednesday, April 22, 2009

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George Millward

Owner

Millward Consulting, LLC

Douglas Neary partners with clients in a variety of industries to synthesize business objectives, operating constraints and marketplace imperatives into compelling performance improvement strategies. In his 20 year consulting and business leadership career, he has advised and assisted a number of mid-market and Global 1000 firms in pharmaceuticals, discrete manufacturing, chemicals, oil and gas, energy, transportation and consumer packaged goods. Previously, Neary served as the CIO of a $2B international consumer packaged goods manufacturer and led global consulting and systems integration business units within IBM, Cap Gemini and Day & Zimmermann.

Event Name: Internal Audit Symposium

Event Date:  Thursday, January 22, 2009

Brian has over 13 years of professional experience in information security and holds several industry certifications, including CISSP, GCIH, GCIA, GCFA, GCUX, GSEC, GSLC, GCPM and GWAS. Brian’s primary areas of practice include Security Assessment, Penetration Testing, Intrusion Detection, Incident Response, Forensic Investigation, Web Application Security, Wireless Security, Security Architecture, Security Compliance, Policy Development, and Security Awareness Training. He has provided security consulting services for clients in Financial Services, Banking, Healthcare, Education, Mortgage Services, Publishing, Gaming, Hotel, Retail, Software, Insurance, Construction, Manufacturing, Energy, Chemical, Communications, Legal, and Non-Profit.

Event Name: Internal Audit Symposium

Event Date:  Thursday, January 22, 2009

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James E. Nunn
Sales Consultant
ORACLE

 

 

 

 

 

Jim Nunn is a Principal Application Sales Consultant with Oracle Corporation, where his responsibilities include working with customers to evaluate their business needs and presenting solutions to solve their issues. His primary areas of expertise are Financial Applications and Enterprise Performance Management. Jim has over 23 years experience in the software industry, both consulting and implementing financial application solutions. He has presented at the Mid-Atlantic and Washington D.C. Oracle Application User Groups as well as at Oracle Open World events.

Event Name: Business Intelligence Symposium

Event Date:  Wednesday, April 22, 2009

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Chuck is a Certified Public Accountant with 24 years of hands-on experience in business management, including over 19 years reporting to senior management levels. He has a thorough knowledge of financial analysis, management, reporting, business process, internal control, corporate governance and Sarbanes-Oxley compliance. Chuck has broad experience in industries including real estate, wholesaling, retail, manufacturing, advertising and higher education. He continues to provide organizations with teaching, supervision, training and staff development and has taught a variety of accounting courses at several local colleges and universities.

Event Name: Internal Audit Symposium

Event Date:  Thursday, January 22, 2009

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Chuck brings over 35 years of sales, sales management and corporate executive experience to the firm. He has managed sales forces, directed marketing campaigns, and was President of a Fortune 500 company division. Chuck is a certified Sandler Sales Trainer who has customized a client development process specifically for attorneys, engineers, architects, and accountants. He has developed a training program that focuses on generating new files, cross-selling in the firm, targeting new clients, and building a strong referral system.

Event Name: Annual Accounting Executive Symposium

Event Date:  Thursday, November 20, 2008

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Dr Janice Presser

Chief Executive

The Gabriel Institute

As the acknowledged Thought Leader in qualitative assessment, this Philadelphia-based company serves organizations of all sizes, in all industries and market sectors internationally, with web-based tools that help them evaluate and improve their human capital and organizational culture. These include screening and selection for hiring; assessment of leadership for private equity, succession planning and restructuring; and Role-Based Assessment™ for additional personal, professional and business applications; workforce improvement initiatives and strategic human resource development solutions.

Event Name: Annual Accounting Executive Symposium

Event Date:  Thursday, November 20, 2008

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Craig Remar
Former PwC IFRS expert and
Controller
PwC's Capital Markets group

Craig Remar is a seasoned accounting consultant with extensive experience in SEC reporting, GAAP technical research, IFRS conversions, project management, process improvement, internal controls, and systems implementations. Craig started his career in PricewaterhouseCoopers’ Audit and Business Advisory Services High-Tech practice in Research Triangle Park, NC. Craig then moved to Zurich, Switzerland with PwC to assist Serono SA, the third largest bio-tech company in the world, as the field team leader and project manager for their $1.8 billion initial public offering, which included converting the company’s financial statements from IFRS to US GAAP and developing SEC disclosures. Craig was also an integral member the PwC team that served Novartis AG, one of the world’s largest pharmaceutical companies, on their New York Stock Exchange listing project, which included converting the company’s financial statements from IFRS to US GAAP and developing SEC disclosures. Craig also spent five years serving a Philadelphia-based, NASDAQ listed technology firm as its Controller and VP-Finance.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, June 18, 2009

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Patricia A. Ritchie, MBA, CIA, CPM
Director – Internal Audit

Solutions
Relevante Inc.

Patricia Ritchie has 10+ years experience working in accounting, finance and audit roles for businesses ranging from small/mid-size private/public to Fortune 1000 firms. She began her career as a Staff Auditor and advanced professionally to develop the skill set for success in positions such as Internal Audit Manager, Corporate Controller, and Project Manager. She attained a Masters Degree in Accounting at Wilkes University, is a current CIA via the Institute of Internal Auditors and attained a CPM from the Project Management Leadership Group.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, June 18, 2009

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Sherif Sakr is a Partner in Deloitte’s Accounting, Valuation & Analytics service line of the Enterprise Risk Services Practice. In his role, Mr. Sakr provides financial accounting & reporting consulting services and serves as a capital markets specialist for several of Deloitte’s global strategic clients. He is considered one of the Firm’s specialists in areas around financial instruments, structured transactions, fair value measurements and consolidations under both U.S. GAAP and IFRS; he has extensive experience assisting different financial services companies in implementing several complex accounting standards related to these topics. He has experiences dealing with IFRS first-time adoption, implementing U.S. GAAP and IFRS standards, and reconciling IFRS financial statements to U.S. GAAP and vice versa. He also has experiences with mergers & acquisitions and initial public offerings. Mr. Sakr currently leads the technical accounting work stream within the northeast region for Deloitte’s IFRS Integrated Market Offering in both Banking & Securities and Investment Management industries.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, July 23, 2009

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W. Allen Sullivan, CPA, MBA, MST
Senior Consultant
Relevante Inc.

Allen Sullivan is a senior consultant with Relevante, Inc. His practice areas include financial reporting, process improvement, internal auditing, business planning, financial analysis and cost accounting. Allen has held a variety of division financial executive and corporate staff positions with public multinational manufacturers. The staff positions include global consolidations and SEC and shareholder reporting. He also was CFO of the US operations of a public UK corporation. He began his career in accounting and finance as a member of Ernst & Young’s audit staff. He has presented continuing professional education seminars for the AICPA, PICPA and CPE, Inc. and has served as a technical manager on the AICPA’s Exams Team.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, June 18, 2009

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Mark Watermasysk is a senior manager in the PCS Assurance practice. Since starting with PwC in 2000, Mark has served both public and private companies in a variety of industries. Mark's currently serves in the senior manager role on a variety of private companies which include heavy involvement with US subsidiaries of foreign parents ("inbounds"), as well as domestically-owned private companies that are both PE and family owned for clients with revenues ranging from $100 million to approximately $1 billion. Management responsibilities include risk assessments, attest plans and analysis of financial and non-financial information, special projects, testing business processes including Sarbanes-Oxley requirements, issuance and presentation of reports and training internally and externally, development and management of staff and interfacing with clients and potential clients in the market.

Event Name: Bridging the GAAP to IFRS

Event Date:  Thursday, November 19, 2009

With 30-plus years of experience as a management consultant, CPA, financial and operations manager, and entrepreneur, Brandon brings a wide perspective and deep value to the table for his clients. He has managed national-level consulting operations for large CPA and consulting firms, and held C-level private industry positions in business operations and accounting.

Event Name: Internal Audit Symposium

Event Date:  Thursday, January 22, 2009

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