Dec 8-10, 2019

Recap of 2019 Global Financial Reporting and Valuation Conference

Fontainebleau | Miami Beach, FL

  • Overview
  • Agenda
  • Speakers
  • Steering committee
  • Materials


In a rapidly changing world, how do you identify which business trends are fads and which need to be embedded into the fabric of your company? How do you determine which technologies to invest in or which geopolitical trends will drive the markets? Staying abreast of the developments and the impacts to each industry can be challenging enough, especially in the midst of a deal cycle. How do you bring the critical issues “Into Focus?


Sunday, December 8th

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


Monday, December 9th

Time Topic Description
7:00am – 8:00am Breakfast  
8:00am – 8:30am KPMG Welcome Conference introduction and overview. 
8:30am – 9:30am Keynote Address:
Marci Rossell
Former CNBC chief economist and former corporate and investment spokesperson for Oppenheimer Funds, Marci is a leading expert at the nexus of economics, with extensive experience delivering insight on a range of financial topics, including the implications and effects of industry regulatory pressure, financial reporting requirements and GDP growth.
9:30am – 9:45am Break  
9:45am –10:45am Impact of the current regulatory environment on M&A transactions This panel will discuss structuring M&A transactions in light of the current political environment, including tax regulations and trade policies, as well as exploring practical aspects such as financial reporting and tax considerations.
10:45am – 11:45am Evolution of M&A - Leveraging data science to acquire better, faster, smarter

Today’s increasingly competitive deal market has driven a shift among acquirers to focus not only on what a business did yesterday, but what it can do tomorrow. A refined lens on the forward looking value creation potential of a deal is key to developing a valuation that can compete in today’s market. Successful acquirers are leveraging data science to integrate external data, artificial intelligence and “big data” sets to build a holistic investment thesis for a winning bid.

This session will overview the data and analytics driven techniques deployed among leading acquirers to:

i. Conduct effective “pre-diligence” by screening assets before an M&A process commences and a data room opens

ii. Execute diligence in shorter time frames with deeper insights on the future potential of an asset

iii. Translate investment cases constructed in diligence into more immediate bottom-line results post-close

11:45am – 12:15pm Transition to Networking Activities Participants will have 30 minutes to get ready for networking activities and pick up lunch. Buses will depart promptly at 12:15PM.
1:00pm – 5:30pm Networking Activities Participants will have a choice between four activities.
7:00pm – 10:00pm Dinner and Networking Reception


Tuesday, December 10th

Time Topic Description
7:00am – 8:00am Breakfast  
8:00am – 9:00am Utilizing M&A to Define the Workforce of the Future The US workforce has undergone a dramatic shift over the past 10 years requiring employers to rethink their workforce strategy.  Deals can be transformational, which requires you to rethink your workforce strategy.  M&A has the potential to not only bring new skillsets into the organization, but be the catalyst to develop new capabilities. 
9:00am – 10:00am Technology and Cyber Risk Management – A Joint Perspective on Building the Right Framework As the velocity and rate of technology change exposes institutions to greater risk and regulatory compliance, cyber security can no longer be an IT issue. It is a business imperative that needs to be a foundational element to any successful operational risk management framework. Organizations that build the right framework will be able to make timely and strategic risk-based decisions that will enable CISOs to better protect the enterprise.
10:00am – 11:00am The CAO as a Business Partner Outside of M&A, how can the Chief Accounting Officer be a better business partner? This session will focus on the CAO’s transition from a traditional compliance role to partnering with the business on strategic objectives such as cost improvement, revenue optimization, and beyond. As our final general session, we will unite the various topics presented throughout this conference.
11:00am – 11:15am Break and transition to breakout sessions.
11:15am – 12:15pm Breakout Sessions (Participants choose 1.) Enhancing your real estate decisions with KPMG’s Real Estate Portfolio Intelligence solution. This session will introduce REPI and demonstrate how the dashboard can help streamline asset management, financial planning as well as valuation and investor reporting in a cost effective manner. Participants will learn about the technology that helps REPI seamlessly integrate and reconcile multiple data sources and how this translates into data consistency across the organization. The session will also cover the sensitivity analysis capabilities of REPI as well as its dynamic visualization feature that allows summarizing property and portfolio-level KPIs in a concise, consistent and user-friendly format.
The LIBOR Transition: is your organization prepared? After 30 years the London Interbank Offered Rate (LIBOR) is expected to be phased out by 2021. This shift will likely have significant implications on the market and the business operations of many companies.  To help professional’s better assist their organizations in planning and implementing this change, this panel discussion will focus the background for the change, what to look for in regards to implications for the change within your own organization, and also how market peers are currently working through the transition within their own organizations.
Acquisition Perspectives: How do I execute the finance and accounting deal strategy? Transactions are more competitive than ever - acquisition premiums continue to be high and so is the challenge to create immediate value on the combined business.  Finance and accounting departments are the recipient of often aggressive and undefined synergy targets, intensive day 0 and day 1 requirements and a timeline that is often out of the department’s control.  How should accounting and finance departments manage the sometimes conflicting priorities and timelines, along with day to day life of managing an accounting and finance organization?  An in depth discussion starting with diligence and running through to integration completion and synergy achievement. 
12:15pm – 12:30pm Break and transition to second breakout session.
12:30pm – 1:30pm Breakout Sessions (Participants choose 1.) Charting the Course – Modeling, Analytics, and Planning (MAP) for the Finance function. It is imperative that finance professionals leverage knowledge and data to efficiently and quantitatively analyze company operations.  This session will discuss and demonstrate MAP, a technology-based analytics and visualization solution that harmonizes data from divergent sources and incorporates them into standardized frameworks for purposes of valuation, forecasting, and benchmarking analyses.
Cryptocurrency: Transforming Your Transactions. Cryptocurrencies are transforming the way people, businesses and governments transact with one another.  What can we learn from Bitcoin’s evolution over the past 10 years, and from organizations’ ongoing experimentation with cryptocurrencies?  We will explore how crypto developments in your industry as well as in adjacent industries may impact your business, the risks and opportunities these disruptions present, and how companies are addressing these emerging use cases from a valuation and accounting perspective.
Updates in Fair Value Measurements. This panel discussion will cover many of the recent, as well as emerging, trends in fair value measurements.  During this session panelists will discuss: (a) the FASB’s recent efforts to simplify goodwill impairment, (b) the adoption of the CEIV credential and its mandatory performance framework, (c) recent updates and anticipated changes to valuation best practices, and (d) the impact of the new leasing accounting standard on fair value measurements.
1:30pm – 2:30pm Lunch Please join us for lunch if your travel plans allow.
Event ends. 


Alex Brady, KPMG

Alex is a managing director in the Human Resources Transaction Services (HRTS) practice in New York City within KPMG’s M&A Services practice. Alex has 17 years of experience as a pension specialist with 11 years of broader HR expertise specializing in assisting both strategic and financial clients in assessing and quantifying the compensation and benefits issues, including executive compensation and pension and post-retirement benefits, arising in corporate transactions on both the buyer and seller sides.

Alex’s key areas of focus in the transaction space include pensions, equity, health & welfare, executive agreements, severance, unions, IRC Section 280G and other HR and compensation and benefit issues.

Brian M. Tankersley, KPMG

Brian is a Managing Director in the Valuation Services practice of KPMG LLP. He is located in the firm’s Los Angeles and Orange County offices and has assisted in the preparation of valuation and consulting studies on tangible assets of residential and commercial real estate development including: hotels, golf courses, major office buildings, shopping centers, resorts, manufacturing/distribution centers, residential developments, and undeveloped land.

Brian Wilson, Booz Allen Hamilton

Brian is the Assistant Corporate Controller at Booz Allen Hamilton

Christopher J. Dias, KPMG

Chris is an accomplished professional with 30+ years of international experience in financial markets as a risk practitioner and strategic advisor. Chris has helped several financial institutions successfully prepare and adapt to changing regulations and market challenges in the U.S., Canada, Japan, Australia, U.K. and Europe. He has represented client interests to global regulators, communicated strategy to senior management, and presented complex issues to company Boards. His leadership roles have allowed him to build an extensive professional network which enables him to identify industry trends and assess and solve challenges facing his clients.

David Roszmann, KPMG

David is a Principal in KPMG Strategy with 20+ years of experience in strategy development and operational improvement. He began his career as a fighter pilot in the US Air Force where his last post was serving as a strategy advisor for the Chief of Staff of the Air Force. He then worked as a strategy consultant in consumer markets with leading global strategy firm and then spent 3 years as a Chief Operating Officer at a US nationally branded consumer packaged goods company with global operations. David has deep expertise in developing and implementing corporate growth strategy, international expansion, brand development, trade spend optimization, supply chain transformation and development of end-to-end sustainability programs.

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 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.

Fred Betz, KPMG

Fred is a Managing Director based in New York City with more than 12 years of valuation experience. He has worked with multi-national corporations and asset managers providing valuation consulting services for financial reporting, tax planning, corporate restructuring, mergers & acquisitions and investment purposes. Fred has deep industry experience in the alternative investments, financial services, transportation, information, software, and technology sectors.

Frederik Bort, KPMG

Frederik is a Managing Director with KPMG’s New York Professional Practice Group (National Office – EVS). He has more than 15 years of experience in valuation and transaction related matters for public and private clients. Frederik first joined KPMG’s Advisory practice in Stuttgart, Germany in 2001. He was on rotation with the EVS practice in New York for the years 2008 and 2009 and returned to the New York office in 2012. Frederik joined KPMG’s Department of Professional Practice in June 2017.

James Weaver, KPMG

James is a Principal in KPMG’s Economic & Valuation Services practice where he provides valuation consulting services to clients across several industries, with a focus on healthcare. He also supports KPMG’s audit practice; having reviewed over one thousand valuations performed on behalf of KPMG audit clients.


Jason Anglin, KPMG

Jason leads KPMG's global Accounting Advisory Services Pre/Post Deal reporting Network, the specialized network of transaction accounting professionals represented in over 100 countries.

In 20+ years with KPMG, Jason has advised numerous domestic and multinational companies and private equity funds in all areas of mergers, acquisitions, divestitures, and joint ventures, primarily in the oil and gas, technology, consumer and industrial markets and energy industries. He also specializes in accounting for business combinations and cross border transactions. Countries of his international M&A experience include the US, UK, Canada, Switzerland, Germany, the Netherlands, Sweden, Mexico, Russia, Australia, China, Japan, Chile, and Brazil.

Jason is a specialist in leading transaction driven accounting change projects, with over 15 years of experience in advising companies in IFRS and U.S. GAAP conversions and in advising companies on SEC considerations and accounting and
financial reporting.

Jeff Nagle, Cadwalader, Wickersham & Taft LLP

Jeff Nagle represents clients in a wide variety of financing transactions. His principal practice focuses on leveraged finance and other syndicated bank loan transactions, the financing of financial assets, distressed debt trading, asset-based lending, commodities financings, energy project financings and rescue financing, workouts, debtor-in-possession financings and exit financings. Jeff’s clients include many of the world’s leading domestic and foreign commercial banks, investment banks and other financial institutions, including hedge funds.

Jeff is part of the Cadwalader team selected by the Federal Reserve’s Alternative Reference Rates Committee (ARRC) to assist in guiding the post-LIBOR financial world in developing best practices for fallback language across all cash products. 

He is also focused on innovation and emerging technologies impacting financing transactions, including blockchain technology.

Jeff has been recognized as a “Rising Star” in bank lending by IFLR 1000 and an "Up and Coming" banking and finance lawyer by Chambers USA.

He received his J.D. from the New York University School of Law, and he is a summa cum laude graduate of the State University of New York at Albany, where he also received an M.A. in Russian Language, Literature and Culture. Jeff is fluent in Russian and was elected to Phi Beta Kappa.

Jennifer Acuña, KPMG

Jennifer Acuña is a principal in the Federal Legislative and Regulatory Services (FLRS) group of our Washington National Tax practice. Jennifer’s experience as a key player in the development of the Tax Cuts and Jobs Act (TCJA) of 2017 will further support KPMG’s position as a thought leader as we help clients to navigate both U.S. and global tax reforms. Before coming to KPMG, Jennifer spent the past two years on the Committee of Finance in the U.S. Senate, where she most recently served as chief tax counsel. Ms. Acuna’s principal responsibilities with the Senate Finance Committee were to develop the Senate Finance Committee’s tax reform legislation, with a particular focus on the international reform title; creating provisions such as the GILTI, FDII, and the BEAT. Prior to her time in the Senate, Jennifer was tax counsel for the Committee on Ways & Means in the U.S. House of Representatives, playing a critical role in developing the House’s tax reform proposals, with an emphasis on international tax reform and compliance. Jennifer’s role in shaping the TCJA in both the House and Senate, as well as the relationships that she has developed on Capitol Hill, will further strengthen our firm’s presence in DC and beyond.

Jennifer Robertson, Gannett

Jennifer Robertson is the Vice President of Technical Accounting and Financial Reporting at Gannett. In this role, Jennifer is responsible for Gannett’s financial consolidations and public filings as well as corporate accounting functions and accounting for M&A, non-routine transactions and implementation of accounting standards.  Prior to Gannett, Jennifer has held various senior accounting and compliance roles at Leidos and AOL.  She started her career in public accounting at Deloitte.  Jennifer is a CPA and graduate of Virginia Tech’s Pamplin School of Business.

Jennifer Van Dalen, KPMG

Jennifer is a Principal in KPMG’s New York Economic and Valuation Services practice. Jennifer has experience providing numerous valuations to multinational clients including: purchase price allocations, goodwill impairment tests, business enterprise valuation, tax valuations, debt valuations, and private equity reviews.

Jeremy Hof, KPMG

Jeremy has over a decade of experience leading and managing projects and teams focused on enhancing human capital effectiveness. He has a passion for Talent Management, Organizational Design, and HR Transformation and Analytics. Jeremy’s engagements have been with mid-sized and large Fortune 250 clients in a variety of industries including the financial, oil & gas, energy and utilities, mining, technology, healthcare providers, pharmaceuticals, and retail industries. His projects and positions have given him a broad range of experience and allowed him to apply the knowledge gained from completing a Doctorate of Philosophy (PhD) in Industrial and Organizational Psychology, a Professional of Human Resources (PHR) certificate, and a Lean Six Sigma Black Belt from the Institute of Industrial Engineers (IIE).

Jim Penman, Change Healthcare

Jim Penman is the VP, Assistant Controller for Change Healthcare. In this role, Jim leads the company’s SEC reporting, revenue recognition and technical accounting teams. Jim played a critical role in Change Healthcare’s adoption of ASC 606, Revenue from Contracts with Customers, and the company’s recent initial public offering. Prior to joining Change Healthcare, Jim served as a Senior Director of Technical Accounting for McKesson Corporation, supporting McKesson’s Technology Solutions segment. 

Jim began his career in the assurance practice of Ernst & Young in Atlanta, serving clients across a variety of industries, including healthcare, retail, telecommunications and power and utilities.  In addition to serving clients in these industries, Jim led firm developmental training courses domestically and internationally.

Joe Moawad, KPMG

Joe is a Partner in KPMG's Financial Management practice.

With over twenty years of experience, Joe has gained significant expertise in providing enterprises with strategic counsel and management consulting, with an emphasis on assisting large global corporations with their finance transformation initiatives. He has distinctive competencies in finance integration and operating model development.

John Luce, KPMG

John is a Partner in KPMG's Deal Advisory Strategy practice where he leads the national HR Transactions Services practice.  John also leads the HR M&A Global Center of Excellence. He has over 20 years of corporate and private equity transaction experience, specializing in pre-deal diligence for both buy and sell side support and post-merger integration and separation. John also has extensive experience helping clients understand and address the human capital issues that emerge during a deal – workforce transitions, employee engagement, talent and culture assimilation, as well as advising the HR function. Prior to joining KPMG, John led the HR M&A practice for another Big Four firm.

John McCormick, KPMG

John McCormick is a Manager in KPMG’s Economic & Valuation Services Team Polaris and works out of the Ignition Center in Denver, Colorado. He specializes in technology driven solutions related to the valuation of businesses, intangible assets, and financial securities for financial and tax reporting purposes, tax planning and restructuring, and strategic planning. Mr. McCormick has focused on technology solutions for close to two years with more than nine years of experience in the valuation industry and 12 years of experience within the broader finance and accounting industries.

Jonathan Frey, MasTec, Inc.

Accounting professional with more than 17 years of progressive public accounting and SEC accounting and reporting experience across a diverse range of industries, including construction, hospitality, real estate, media, consumer business and manufacturing.  Core competencies include identification and documentation related to technical accounting and reporting matters, project management, valuation, quarterly SEC filing preparation, and accounting system conversion.

Joseph Schneider, KPMG

Joe is Managing Director in KPMG's Corporate Finance group.

Joe has managed a wide variety of corporate finance mandates including buy-side, sell-side, private placement, fairness opinion and strategic advisory assignments. Clients have ranged from privately held, family owned businesses to large, international publicly traded companies, as well as governments. Over the course of his career, Joe has gained substantial international experience, having lived and worked abroad for several years and having advised clients in the UK, Ireland, Australia, Bermuda, Japan, Germany and China.

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. 

Martin Mazin, KPMG

Martin is a Partner in the Economic and Valuation Services Practice of KPMG LLP. He serves as the New York Metro market leader as well as the National Life Sciences Industry Leader for the valuation practice.  Martin is also the former chair of the firm’s Valuation Services Technical Committee. He has approximately 20 years of valuation experience and has been responsible for and involved in a wide range of valuation assignments including, valuations of business and business interests, intangible assets, stock options, and preferred stock. Martin’s experience covers a wide range of industries for various purposes including valuations for mergers and acquisitions, litigation support, financial reporting, corporate restructuring, estate and gift tax planning, and international, federal and state income tax reporting.

Marty Pupko, McKesson Corporation

Martin is a director, valuation and advisory at McKesson Corporation.

Matt Miller, KPMG

Mr. Miller is a thought leader and manager of dynamic and innovative teams. Matt has more than 20 years of cyber experience insider threat and internal fraud, threat intelligence, vulnerability analysis, 3rd party risk, quantitative and qualitative risk assessment, and incident management. In addition to managing programs or advising clients, Matt has published and presented on many subjects, including leveraging capability maturity models to improve risk management, addressing vulnerability in technologies and critical business applications, and establishing governance and metrics to enable effective risk management programs.

Matthew Bodie, KPMG

Matthew is a Managing Director in KPMG’s Economic & Valuation Services (EVS) practice. He leads the fixed asset practice for the Southeast and co-leads the tangible property team for the region. He has extensive experience in valuations and the preparation of fixed asset ledgers under requirements for financial and tax reporting. Matthew has performed valuations in many different industries across a broad scope of fixed assets and machinery.  In addition to serving his valuation clients, he also supports the Firm’s audit practice in reviewing valuations performed on behalf of KPMG audit clients. Matthew is also a member of KPMG’s Valuation Services Technical Committee where he’s led the development of guidance followed by the national valuation practice. Prior to joining KPMG in 2004, Matthew was employed by another big-four firm where he assisted in valuation engagements. He has also been employed by an engineering firm as a project engineer.

Milind Shah, KPMG

Milind is a principal in the Economic & 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 for tax-related valuation services for global 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.

Nausheer Allibhoy, KPMG

Nausheer is a Managing Director in KPMG's Economic & Valuation Services (EVS) practice.  

Nausheer has over 18 years of corporate finance experience providing valuations and financial advise related to mergers & acquisitions, strategic and operational planning, equity/debt financing, divestitures and asset disposals, tax planning, and financial reporting. Nausheer has performed valuations both in the US and across the globe for public and private corporations across a broad range of industries.

Patrick Ryan, KPMG

Patrick is a Partner in KPMG’s Accounting Advisory Services practice and leads the Mid-Atlantic practice and is the national Technology, Media and Telecom industry lead for the 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.

Perry Menezes, KPMG

Perry Menezes is a Managing Director in KPMG’s Cyber Security Services Practice in the New Jersey office with over 22 years of management, technology and cybersecurity advisory and implementation experience. He leads KPMG’s Cyber Security Services for the Banking sector. He is specialized in providing Information and Cyber Security, IT Risk Management, and IT Project Advisory services.

Philipp Schuewer, KPMG

Philipp is a Senior Manager in the Economic & Valuation Services (EVS) practice of KPMG. He has over 10 years of international experience in providing real estate valuation, due diligence and technology advisory services to REITs, real estate funds and developers. Services performed involve various types of investment-grade real estate, including apartments, industrial parks, office buildings, regional shopping centers, power centers, lifestyle centers, and undeveloped acreage. 

Prior to joining KPMG, Philipp also worked for EY in the Netherlands and Luxembourg, where he served as an independent valuation expert under AIFMD in underwriting matters, advised clients on waterfall modeling and provided valuation / reporting policy and test of controls trainings to private equity firms and family offices. He also lectured at IFBL / ALFI in Luxembourg on real estate appraisals and mortgage valuations.

Philipp is a Member of the Royal Institution of Chartered Surveyors (MRICS) and is fluent in English, German and Dutch.

Rik Parker, KPMG

A leading advisor in enterprise information risk management and cyber program strategy, Rik has spoken and taught globally on managing the Board level challenge of finding the right balance between business performance and the effective management of cyber risk through business aligned cyber program strategies. With nearly 25 years of experience in cyber and 15 years in data privacy, Rik has developed, launched, and lead multiple service offerings founded on innovative thought leadership, practical transformation, and performance improvement with risk reduction and effective investment strategies.

Rik’s experience is across industries with focus areas including cyber strategy, data privacy, cyber and enterprise risk management strategies, risk and compliance management capabilities maturity, and cyber and privacy considerations in mergers and acquisitions. He also serves as Chair for the U.S. Technology Advisory Group (TAG)'s leadership team for the development of the global ISO standards-setting process for "Consumer Protection: Privacy by Design for Consumer Goods & Services" (ISO/PC 317).

Prior to KPMG, Rik led the North American Strategy and Risk practice and Global Data Privacy service offerings for another major consulting firm. In this role he was responsible for firm-wide data privacy service strategies, go-to-market sales efforts and channel development, training programs and curriculum, and engagement delivery.

Sal Ternullo, KPMG

Sal Ternullo is a Manager within KPMG’s Emerging Technology Risk practice focusing on Cyber, Blockchain and Crypto Assets. He has experience with enterprise emerging technology strategy, information security, regulatory compliance and technology audit within a Global Financial Services Institution

Built and led forum discussions with the Group of 25 banks to share best practices for emerging technology risk management and auditability (e.g. public cloud, RPA, DLT/Blockchain)

Active member across many communities within the Crypto Asset and Blockchain ecosystems, including engagement with open source efforts to define auditability requirements as part of design philosophy

Sam Jeffery, KPMG

Sam is a member of KPMG’s Deal Advisory Practice, advising clients on technical accounting and financial reporting related to mergers, acquisitions, divestitures, spin-offs and initial public offerings, principally with public companies registered with the U.S. Securities and Exchange Commission. In addition to his experience in the Silicon Valley, Sam has also advised on numerous cross-border engagements in the Caribbean, Europe and Asia.

Sam Wyner, KPMG

Sam is a Manager in KPMG’s Emerging Technology Risk Practice with over 6 years of diverse IT experience. His knowledge has been built through hands on experience helping large financial services organizations manage current and emerging technology risks including robotic process automation and blockchain

Sam is actively involved with the development of thought leadership, most recently the “Navigating the disruption risks of blockchain” whitepaper. He is active in KPMG’s efforts to identify disruption and operational risks in emerging technologies and how they can be managed.

Scott Jones, KPMG

Scott is a Managing Director in KPMG’s Advisory practice with more than 15 years of experience working with high tech companies to solve critical strategic and operational challenges. He has experience from strategy through execution and is a leader who aligns and facilitates cross-functional teams to develop and translate business strategy into operations capabilities and plans. Scott is recognized as a thought leader in the Semiconductor industry with previous experience as a leading equity analyst covering the sector at an American multinational investment bank and financial services company. Additionally, Scott has published articles given numerous talks on advanced technology topics such as semiconductor manufacturing and virtualization in the data center space.

Scott Paterniani, Wheels Up

Scott is a Corporate Controller and CPA with more than 15 years of experience serving emerging growth and middle-market companies.

Shane Warren, DuPont

Shane Warren previously served as Chief International Trade Counsel for the Senate Finance Committee, Assistant General Counsel at the Office of the U.S. Trade Representative, and Assistant Legal Advisor at the U.S. Mission to the World Trade Organization in Geneva. 

Sherif Assef, KPMG


Sherif Assef over 20 years of transfer pricing experience. He joined KPMG LLP in 2016 as a Principal in Washington National Tax, and is based in New York. He has been named one of the world's leading transfer pricing professionals by Legal Media Group and has extensive experience advising clients on a variety of transfer pricing matters.

Prior to joining KPMG, Sherif helped build Ceteris, Inc. (subsequently acquired by Duff & Phelps LLC) into a world-class transfer pricing firm. Previous to Ceteris, Sherif was with Ernst & Young LLP, serving as lead economist in the financial services transfer pricing practice in New York.

Stacy Keating, KPMG

Stacy has more than 14 years of experience and manages a broad range of accounting implementation, transaction analysis, and “on-call” advisory services. Her current areas of concentration include consolidations, joint venture securitization, business combinations, impairments, leasing, financial instruments and SEC reporting. Such accounting advice is provided under both US GAAP and International Financial Reporting Standards (IFRS). Prior to joining Deal Advisory, Stacy worked in KPMG’s audit practice for three years with a focus on Consumer Industrial Markets.

Steering committee

Linda Brennan

Director, M&A Finance



Hubert Ban

VP Technical Accounting
Salesforce.com Inc.



Erika Kelley

ICAP & M&A Controller
Intel Corporation 



Dan Boudreaux

Senior Vice President of Finance
Seminole Hard Rock International, LLC



Chris Lilla

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



Rich Michalek

Director - Mergers & Acquisitions,
Archer Daniels Midland



Jennifer Snyder

Vice President, Assistant Controller



Sundeep Reddy

SVP & Assistant Controller
McKesson Corporation



Brad Harper

Sr. VP & Chief Accounting Officer
Post Holdings



Jeff Buckley

Chief Accounting Officer




2020 Global Financial Reporting and Valuation Conference

Save the Date | December 13-15, 2020 The phoenician, 6000 East Camelback Road, Scottside, AZ 85251

Save the Date | December 13-15, 2020 The phoenician, 6000 East Camelback Road, Scottside, AZ 85251