EVENT

Dec 9-11, 2018

2018 Global Financial Reporting and Valuation Conference

Sunday, December 09, 2018 06:30

-

Tuesday, December 11, 2018 02:30

Fontainebleau | Miami Beach, FL


  • Overview
  • Agenda
  • Speakers
  • Steering committee
  • Materials
  • Pictures
  • KPMG Insights

Overview


 

Executives are being faced with managing their business while navigating a shifting regulatory environment, playing a participatory role in a robust economy, changes to global trade policies and ongoing technology disruption. These new and evolving forces are causing executives to pivot and bring the best of the old while actively planning for the future with innovative ways of doing business. This year’s event will focus on providing insights and strategies executives can leverage in their pursuit of striking balance in a changing world.

Agenda


 

Sunday, December 9th

6:30pm-8:00pm Registration at the Bleau Bar.

 

Monday, December 10th

Time Topic                   Speakers
7:00am – 8:00am Breakfast --
8:00am – 8:30am KPMG Welcome

Kevin Voigt, KPMG

Dean Bell, KPMG

8:30am – 9:30am Keynote Address
Adm James Stavridis
9:30am – 10:30am Update on Tariffs: How leading companies are responding

Doug Zuvich, KPMG

William Lovallo, KPMG

Jerry Thompson, KPMG

Alexander Kazan, Eurasia Group

10:30am – 11:30am The Strategic CFO

Pär Edin, KPMG

Tucker Serenbetz, KPMG

Francois Delepine, Venafi

Roger Shannon, ADTRAN

11:30am – 12:15pm Lunch/Buses Depart  
12:45pm – 5:30pm Networking Activities  
7:00pm – 10:00pm Dinner and Networking Reception  

 

 

Tuesday, December 11th

Time                             Topic

Speakers

7:00am – 8:00am Breakfast  
8:00am – 9:00am The Future of Finance, Extreme Automation and “Exploring
the Art of the Possible”

James Murphy, KPMG

Anuj Mathur, KPMG

Mark Pele, KPMG

9:00am – 10:00am Navigating through Tax Reform

Milind Shah, KPMG

Thomas Stout, KPMG

Gordon Warnke, KPMG

Shez Bandukwala, KPMG

10:00am – 10:10am

 

Break/Room Transition

 
10:10am – 11:10am

Breakout Sessions (Participants choose 1)

 

  Session 1 : Complex Securities in M&A financing:
Valuation and Accounting Implications

Alok Mahajan, KPMG

Alex Neil, KPMG

Tom D’Arminio, KPMG

  Session 2 : SEC Comment Letter Trends.

Clark Wycoff, KPMG

 

 

  Session 3 : Finance Automation and Recent
Trends in Fixed Assets. 

James Murphy, KPMG

Shannon Meiner, Qualcomm

Diana Jajeh, Juul

Anuj Mathur, KPMG

11:10am – 11:20am Break/Room Transition  
11:20am – 12:20pm Breakout Sessions (Participants choose 1)  
  Session 1 : The impact of the political environment on M&A.

Shez Bandukwala, KPMG

Angella Castille, FaegreBD

Jim Young, Legrand

  Session 2 : Balancing Big Data Through Automation and Analytics. 

Garrett Flynn, KPMG

James Murphy, KPMG

  Session 3 :  Finance Function Integration in Buy-Side M&A. 

Stephen Lukens, KPMG

Patrick Ryan, KPMG

Enki Toto, Salesforce

12:20pm – 12:30pm Break/Room Transition  
12:30pm – 1:30pm The finance workforce of the future

Matt Campbell, KPMG

Jake Forsman, KPMG

1:30pm – 2:30pm Lunch  

Speakers



Alex Neil, KPMG

Alex has over 18 years of experience in providing assurance and advisory services to a global client base of institutions across a number of industries. Alex provides accounting and financial reporting advisory services under US GAAP and IFRS focusing on merger & acquisition transactions, complex capital raising and financing structures, financial instruments, derivatives, stock compensation, revenue recognition and leasing. Prior to joining Accounting Advisory Services in 2006, Alex worked in KPMG’s New York and KPMG’s Sydney Audit practices.

Alex Kazan, Eurasia Group

As a core member of the egX leadership team, Alex is helping build the next-generation platform connecting users and producers of political analysis around the world. In his role, Alex oversees several strategic initiatives, including leadership of the research team and directing investment partnerships. Among these partnerships are the firm's collaboration with Nikko Asset Management to develop groundbreaking investment products formally incorporating political risk in portfolio construction and risk management. Alex is also the firm's global strategist, and in this role works closely with a wide range of global firms to help them understand, anticipate, and plan for geopolitical changes.  Previously, Alex led Eurasia Group's Global Strategy and Analytics practices, where he pioneered several quantitative approaches to political risk, including Eurasia Group's Political Risk Country Portfolio, a systematic comparative framework for analyzing the market pricing of political risk across emerging markets.  Before joining Eurasia Group, Alex worked as a market strategist at Goldman Sachs, Daiwa Asset Management, and Bear Stearns. Earlier in his career, he worked at the G7 Group, an economic and policy research consultancy, and the Inter-American Development Bank. He holds degrees from the University of California, Davis, and Georgetown University. Alex was born in San Francisco and now lives in New York with his two sons. 

Alok Mahajan, KPMG

Alok Mahajan is a Principal with KPMG and serves as Silicon Valley office leader for Valuation Services practice. He has 20 years of experience as a valuation professional and is widely regarded as KPMG’s national lead partner for valuations in technology sector and valuation of complex securities (financial instruments with derivatives/options). Many of his projects were for financial reporting or tax purpose and In this regard he has led some of the largest and well known M&A transaction in technology and media sector.

 

Alok served on KPMG’s Valuation Services Technical Committee (VSTC) for 10 years including 3 years as its Chairman. He also served on the Appraisal Practices Board (APB) of The Appraisal Foundation (TAF) Washington, D.C. for 5 years.  He currently chairs inter-firm task force on ‘Valuation of Contingent Consideration’. He is a frequent speaker on valuation topics. Alok obtained his Masters of Business Administration (with distinction) from University of Michigan, Ann Arbor; MS Engineering from University of Cincinnati and BS in Engineering from (IIT) Indian Institute of Technology. He also holds Chartered Financial Analyst (CFA) designation. 

Angella Castille, Faegre Baker Daniels LLP

Angella  Castille is a Partner at Faegre Baker Daniels LLP.  Angella counsels both public and privately held companies on going global. Angella's area of focus is international corporate counseling and transactions, including establishing joint ventures and foreign subsidiaries, dissolutions and divestitures, mergers and acquisitions.

Anuj Mathur, KPMG

Anuj is an experienced financial advisory professional that has served global clients by designing and executive finance transformation strategies and leading process improvement initiatives. He has deep finance and procurement functional expertise and have worked extensively across the P2P, O2C and R2R cycles across multiple ERP platforms. 

Bill Lovallo, KPMG

Bill is an Advisory Partner based in New York specializing in Deal Advisory Service and Private Equity. He was elected to KPMG’s Board of Directors in 2009 and has served as the National Managing Partner of Risk Management. Bill has assisted clients in 100’s of transactions in the U.S. and through out the world with enterprise values in excess of $6 billion.

Bill has over 25 years experience, including extensive experience in acquisition, divestiture, leverage buyout, rollup and bankruptcy transactions.  His experience also includes private placement and public debt offerings as well as public stock offerings, and including initial public offerings. 

Clark Wycoff, KPMG

Clark is a managing director in KPMG’s Audit practice with more than fifteen years of work experience, and ten years of management experience. He has a strong background across the entire life cycle of the audit process, with twelve years of experience in planning and performing integrated audits and quarterly reviews for publicly held companies. Clark was promoted to manager in 2007 and has since assisted in the audits for two global accounts of KPMG.

During his tenure with KPMG, Clark has serviced a wide variety of clients within our audit practice, primarily within the Retail and Technology (software, SaaS) industries.  His experience within these industries has provided him with a firm understanding of a variety of businesses, and has allowed him to develop a vast knowledge of relevant accounting literature within the segments. In particular, Clark has extensive experience with large complex transactions, multiple-element revenue arrangements, inventory, acquisitions, and equity transactions.

Dean Bell, KPMG

Dean has been with KPMG for 19 years and is the Partner-in-charge of Accounting Advisory Services in the United States, as well as the advisory services accounting change leader for leasing. In this role, he has also led Deal Advisory’s efforts to build a technology-enabled solution, the KPMG Leasing Tool, which is a comprehensive and focused accounting application that efficiently bridges the IT, lease administration, and lease accounting gaps. In addition to his leadership role, Dean has executed the complete spectrum of AAS product offerings with a particular emphasis on accounting change and accounting assistance in consolidations, fair value, business combinations, impairments, financial instruments, and SEC reporting. Dean is also a co-lead of AAS’ National Healthcare & Life Sciences industry team.

Diana Jajeh, Juul

Diana is an accomplished accounting and finance professional with a Big 4 background skilled in leading business  transformations,  operational  process  improvements,  and merger  and  acquisition  integrations.  Diana's strengths include developing and implementing accounting policies and procedures, improving controls, and financial reporting disciplines.

Doug Zuvich, KPMG

Doug is a Partner and Global Practice Leader for KPMG’s Trade and Customs Services. He has more than 26 years of experience in Global Trade industry assisting a broad range of clients in developing corporate global trade governance programs and securing duty reduction and cost savings.  Doug leads the firm’s initiative in deploying technology and supporting business processes in a transformational way for global clients.

Doug leads a team of 400+ trade and customs professionals around the world assisting a wide range of manufacturers and distributors with all aspects of their import and export compliance, global trade technology, supply chain operations and trade development concerns.

Doug has been responsible for leading the development and delivery of a comprehensive range of trade and customs services. These include advising on issues relating to import and export compliance, global trade management systems, foreign trade zones, duty drawback, first sale, technology deployments, free trade agreements, as well as customs valuation and NAFTA planning assistance.

Prior to joining KPMG, Doug served as a Non-Commissioned Officer in the Naval Security Group Activity and was later an official with the Regulatory Audit Division of U.S. Customs and Border Protection.  He has also held a position as an executive at one of the largest international traders in the Caribbean and Latin America.

Garrett Flynn, KPMG

Garrett has spent his career helping organizations to transform their business through carefully planned and effectively executed data, IT and process enablement. He has worked with large and global organizations to both manage and deliver large transformation programs that focused on the integration of business function, process, technology, data, and people. Garrett is practiced in the definition of business, data, and technology strategies, as well business process optimization required to plan, execute, and leverage streamlined processes for the benefit of business goals, but also has a technical background that helps him to bridge the gaps that often exist between the business, delivery, PMO and executive management structures.

Enki Toto, Salesforce

Enki Toto is a Technical Accounting Manager at Saleforce. Prior to joining Saleforce, Enki was a Senior Financial Analyst at Anki and also worked at another Big 4.

Enki has a B.S. in Accounting and a B.A. Mathematics from Binghamton University. 

Gordon Warnke, KPMG

Gordon is a Principal in KPMG’s Washington National Tax, International M&A group and is located in New York.  He is also a member of KPMG’s U.S. and Global Complex Transactions team.  Prior to joining KPMG, Gordon was the U.S. and global head of tax at Linklaters LLP, and, prior to that, the U.S. and global head of tax at Dewey & LeBoeuf LLP (as well as its predecessor firm, Dewy Ballantine LLP).

Gordon’s primary areas of concentration are U.S. federal income tax considerations relating to domestic and cross-border mergers, acquisitions, spin-offs, divestitures, joint ventures, restructurings, bankruptcy and non-bankruptcy workouts, consolidated returns, and foreign tax credit, basis, earnings and profits and other tax attribute matters. He also has significant experience in the taxation of private equity funds and other collective investment vehicles as well as the taxation of complex financial arrangements and products.

Jake Forsman, KPMG

Jake Forsman is a Manager in KPMG’s People & Change Advisory Services practice. He has more than 8 years of experience in talent management, including the areas of competency framework development, performance management, training evaluation, career path design, and project management. He has performed work across the talent management spectrum in a variety of industries, including financial services, healthcare and life sciences, power and utilities, technology, and communications.

James Murphy, KPMG

James has substantial experience leading and delivering solutions focused on finance business strategy and operational efficiency. His focus is on continually improving operations and execution on strategic delivery models in digital finance areas while providing for an exceptional internal and external customer experience. 

Prior to joining KPMG he served as Sr. Director of Shared Services Accounting for a software company (VMware) in the virtualization market. Responsibilities included developing the vision and strategy for shared services for finance and other operations in support of the company’s move to international locations. Global process ownership for: Procurement, Buy Desk, Strategic Sourcing, Contracts, Accounts Payable, T&E and Payroll, GL, Credit and Collections and Stock Admin.

Jerry Thompson, KPMG

Jerry is a Principal in KPMG's Value Chain Management practice. Jerry joined KPMG from Ingram Micro, Inc., where he served as the Senior Vice President of Tax and Global Business for 9 years.  Prior to his role at Ingram Micro, Inc., Jerry worked as a tax adviser for another Big 4 based in Silicon Valley.

Serving as both a tax adviser and the head of tax for a Fortune 100 organization, Jerry has over 17 years of experience supporting companies in many industries, including technology, media, and telecommunications, industrial manufacturing, and logistics and distribution.  

Over the years, Jerry has provided tax and finance leadership for many cross border, enterprise wide projects involving cross-functional business leaders and advisory partners, including the implementation of Principal companies, the design and installation of new ERPs, the opening and closing of new distribution facilities in developed and developing countries, deploying Finance department and systems transformation projects, and operational integration of several large acquisitions.

Jim Young, Legrand North America

Jim Young is a mergers & acquisitions professional with over 25 years of experience in domestic and international transaction environments. Jim has industry knowledge in Manufacturing, Financial Services, Information Technology, Telecommunications and Consumer Products. 

Kevin Voigt, KPMG

Kevin is a Partner in the Economic and Valuation Services practice of KPMG LLP.  He is the National Leader of KPMG’s Valuation Services Practice.  Kevin is a frequent speaker to various groups on the topics of mergers & acquisitions and trends in accounting for business combinations.  Kevin is accredited in valuation from the American Institute of Certified Public Accountants.

Mark Pele, KPMG

Mark has experience in reviewing and optimizing financial processes and reporting, designing and implementing digital finance solutions and cost management models, implementing finance and regulatory transformation projects. Mark has worked across multiple industries in an international environment and have assisted large global clients in the high tech, insurance, energy and tourism sectors. 

Matt Campbell, KPMG

Matt is recognized as a thought leader in Talent, Organization Development and Employee Experience. Matt

bring the best out of a team in helping unpick a complex client situation. By digging into an organization's business strategy and understanding the unique organization dynamics, Matt works to help create a frictionless business model, create new insight and deliver a more productive team environment. 

Milind Shah, KPMG

Milind is a Principal in the Economic and Valuation Services practice within KPMG’s Washington National Tax office and leads the firm’s technical efforts pertaining to tax valuations. Milind brings deep insight and experience on complex issues arising from the overlap between the valuation and tax disciplines. In his role, Milind provides technical advice and support nationally for tax-related valuation services for planning, compliance and litigation purposes. Milind advises some of KPMG’s largest clients and provides technical support to other KPMG professionals on complex tax-related valuation projects. Prior to joining KPMG in 2005, he worked in the Corporate Advisory Group at Citigroup and in the equity research department of a mid-market brokerage firm in India. 

Patrick Ryan, KPMG

Patrick is a Partner in KPMG’s Accounting Advisory Services practice and leads DC’s Accounting Advisory Services practice. He provides accounting and advisory services to a global client base including technical accounting, merger, acquisition, divestiture, spin-off, IPO, accounting conversion and other transactional support. Patrick began his career in KPMG’s assurance practice, serving public and non-public clients in a variety of industries.

Shannon Meiner, Qualcomm

Shannon Meiner proudly serves as Qualcomm’s Record to Report Global Process Owner covering the close process, general ledger, fixed assets, intercompany, project accounting, lease accounting and all general accounting matters. She has a team in San Diego supporting process design with the execution occurring at an in-house center of excellence located in Hyderabad, India that has been in operation for over two years. Shannon has been with Qualcomm for 21 years and over that time has held a multitude of roles, including leading the Finance and Accounting teams supporting SG&A functions and leading business unit finance teams supporting consumer product offerings. Shannon holds a Bachelor’s Degree in Accounting from the University of San Diego and is a licensed CPA in the state of California.

Roger Shannon, ADTRAN

Roger has more than 20 years' experience leading financial organizations at large multi-national public companies. Prior to joining ADTRAN, he served as CFO, treasurer and principal accounting officer at Steel Technologies LLC, a publicly held company prior to its becoming a subsidiary of Mitsui & Co., Ltd. and Nucor Corporation. During his career, he has held financial leadership positions in a wide range of industries at large and midsize international companies in the manufacturing, consumer goods and business services markets.

Roger holds a MBA from the Terry Graduate School of Business at the University of Georgia and a bachelor's degree in accounting from Auburn University. He is a certified public accountant and chartered financial analyst.

Shez Bandukwala, KPMG

Shez joined KPMG Corporate Finance as the Head of the US Industrial Technology and Cleantech practice. As a leader in Corporate Finance, Shez serves and expands relationships with Cleantech clients that expand across the industrial, technology and energy sectors with a focus on M&A advisory services. Shez advises the management teams of publicly traded and privately-owned companies as well as their board members and venture/private equity investors.

Shez directs the firm’s efforts in key subsectors, including advanced materials, renewable power generation (wind, solar, biomass), advanced energy technologies (advanced batteries, PEV, HEV, fuel cells), advanced alternative fuels, energy efficiency (smart grid, advanced lighting, demand and supply side solutions), preservation (water purification, recycling), and environmental markets.

Stephen Lukens, KPMG

Steve is a seasoned consulting partner with more than 30 years of experience leading large-scale engagements in transaction advisory, performance improvement, strategy and operations consulting. His experience includes integration, buy- and sell-side, operational carve-out transactions, tax-free spins, analytics, shared services implementation and enterprise and performance management software implementations. Transaction values have ranged in size from $30M to $100B. He has developed and executed programs for cost reduction, revenue growth and value creation for corporate and private equity clients. His primary focus is on the Finance function in complex, global organizations.

Thomas Stout, KPMG

Tom Stout has more than 30 years experience representing clients on tax legislation and regulatory matters before the U.S. Congress, Department of the Treasury, and the Internal Revenue Service. He joined KPMG in 1999, after spending 19 years at the nationally known law firm of Vinson & Elkins. Mr. Stout’s practice in federal tax law has been concentrated in international and corporate matters. He has counseled clients from a number of industries, including financial services, electronics, real estate, publishing, and manufacturing. He has represented clients in those industries with respect to a wide range of federal tax legislative and regulatory matters. He has successfully advocated changes to proposed legislation and obtained regulatory guidance for Treasury on critical issues for clients.

Thomas D’Arminio, KPMG

Thomas is a Principal in KPMG’s Economic & Valuation Services in New York and focuses on the valuation of complex securities and private debt investments. Thomas has extensive experience structuring and valuing credit instruments having serviced over 300 clients, including hedge funds, private equity firms, banks, insurance companies and specialty lenders in the space.

Tucker Serenbetz, KPMG

Tucker is a Director in KPMG’s Corporate Strategy practice with over 10 years of experience serving leaders in the software, semiconductor, telecommunications and media industries. In that time, he’s developed a broad management toolkit serving clients on growth and market strategy, organization, and business transformation topics.

Prior to joining KPMG Tucker worked at Yahoo! and McKinsey & Company.

Steering committee


 

 

Rich Michalek

Director - Mergers & Acquisitions,
Archer Daniels Midland

Linkedin

 

Clint Walden

CAO
Dynegy

Linkedin

 

Lori Locke

Controller
Gannett

Linkedin

 

Aaron Saito

Equity and M&A Controller
Intel Corporation

Linkedin
 

Chris Lilla

Vice President, Chief Accounting Officer & Controller
Key Safety Systems (subsidiary of Ningbo Joyson)

Linkedin

 

 

 

 

Sundeep Reddy

SVP & Assistant Controller
McKesson Corporation

Linkedin

 

Hubert Ban

VP Technical Accounting
Salesforce.com Inc.

Linkedin

 

Mark Conte

CAO
Staples

Linkedin

 

Jessica Ross

VP, Controller
Stitch Fix Inc.

Linkedin
 

Linda Brennan

Director, M&A Finance
VMWare

Linkedin

 

 

Materials

Pictures

KPMG Insights

10th Annual Global Financial Reporting and Valuation Conference – Recap

Download the full conference recap for an overview of the general and breakout sessions

2019 Global Financial Reporting and Valuation Conference

Save the Date | December 8-10, 2019 Fontainebleau | Miami Beach, FL

Post-conference recap blog

Make 2019 the year of striking a balance in a changing world