
Corporate financial reporting consultant and educator
Asheville, North Carolina Area

Corporate financial reporting consultant and educator
Asheville, North Carolina Area
I conduct original research on emerging issues in financial accounting and reporting. Additionally, I regularly present seminars and conference sessions on U.S. GAAP, International Financial Reporting Standards (IFRS), and the global convergence of financial reporting standards. I also provide advisory services on financial reporting to both public and private companies.
My latest book, the "2010 U.S. Master GAAP Guide," will be published by CCH in November 2009. Also, I am the financial reporting columnist for "Strategic Finance" magazine.
I frequently present live webcasts on financial accounting and reporting, including the popular series "This Week in Accounting."
RECENT MEDIA COVERAGE:
Quoted in Compliance Week, August 25, 2009, "GE Restatement: What About the Auditors?"
Quoted in Compliance Week, June 2, 2009, "Preparing Financial Statements in Codification Era"
Quoted in Compliance Week, May 27, 2009, "Navigating Codification: Where to Begin?"
Quoted in Jobs in the Money, April 17, 2009, "Most CFOs Still Don't Commit Resources to IFRS"
Quoted in Catalyst, March/April 2009, "Changes at the SEC: What it means for IFRS and fraudsters"
Quoted in Compliance Week, March 31, 2009, "Plans on Reporting Distressed Assets Advance"
Quoted in Compliance Week, March 17, 2009, "Staying Alive After Going-Concern Warning"
Quoted in Compliance Week, March 10, 2009, "Restatements Tumble, as Internal Controls Hit Stride"
Quoted in Compliance Week, February 10, 2009, "Final XBRL Rule Starts New Compliance Push"
Quoted in The Investment Professional, Winter 2009, "The Hard Sell: SEC in a quandary over its push for IFRS"
Quoted in Compliance Week, January 13, 2009, "Study Documents LIFO Pain Under IFRS"
Certified Management Accountant (CMA), Certified Financial Manager (CFM), Diploma in International Financial Reporting (DipIFR) from the Association of Chartered Certified Accountants (ACCA)
(Privately Held; Accounting industry)
December 1988 — Present (21 years )
Manage overall profitability of firm. Develop and deliver educational products and services. Provide consulting services to clients.
(Privately Held; Accounting industry)
December 1988 — Present (21 years )
Serve as Chief Financial Officer (CFO) for firm. Manage accounting and financial reporting.
The global convergence of financial reporting standards; governance, risk, and compliance (GRC) issues associated with corporate financial reporting; ethics in the accounting profession; managing change in corporate accounting departments
Institute of Management Accountants (IMA): Chair of the Small Business Financial and Regulatory Affairs Committee (also serving as liaison from that committee to the IMA's Financial Reporting Committee); Former Vice President of Membership - Western North Carolina Chapter; Former President - Western North Carolina Chapter; Former Vice President of Conferences - Carolinas Council
Johnson & Johnson Gold Medal for attaining world's highest score on Certified Financial Manager (CFM) exam (2004), Procter & Gamble Silver Medal for attaining world's second highest score on Certified Management Accountant (CMA) exam (2004)