Thought Leadership & Professional Influence
National speaker, instructor, and trusted advisor on complex finance, capital markets, accounting, and enterprise risk matters—translating technical complexity into practical strategies for executives, boards, and financial professionals.
Featured Speaking
American Banker — 2015 Stress Testing Conference
Flying Black Swans into Stress Testing
New York, 2015
Addressed the incorporation of low-probability, high-impact events into financial-institution stress testing, capital planning, enterprise risk management, and executive decision-making.
Financial Executives International — March 2009
FAS 157: A Troubled Solution
San Francisco
Challenged fair-value accounting assumptions during the financial crisis and called for congressional action to address unintended market consequences. Presented in San Francisco and simultaneously broadcast through Maryland Association of CPAs' CPA Island in Second Life.
Professional Education
California Education Foundation
U.S. GAAP & IFRS Instructor
Taught professional education programs for finance and accounting professionals addressing:
• U.S. GAAP and IFRS
• Foreign-Currency Hedging
• Cheap-Stock Accounting
• Classification & Measurement
• Emerging Accounting & Financial Reporting Issues
Executive & Professional Audiences
Presented complex financial and accounting topics to finance executives, accounting professionals, attorneys, financial institutions, and other professional audiences.
Professional Influence
Accounting Standard-Setting
Submitted formal comment letters to U.S. and international accounting standard setters on significant emerging financial reporting issues.
Financial Accounting Standards Board (FASB)
Provided formal commentary on proposed consolidation guidance under FIN 46(R).
International Accounting Standards Board (IASB)
Provided formal commentary on the IRFS 15 post-implementation review, addressing software licensing, material rights, performance obligations, and potential diversity in revenue recognition practice.
Professional & Executive Forums
Selected to present complex financial, accounting, risk, and capital markets topics to leading professional, financial, and legal organizations, including:
• Financial Executives International
• California Society of CPAs
• Maryland Association of CPAs
• Houlihan Lokey
• Gibson, Dunn & Crutcher
2025 SF Tech Week — Panelist
Raising Between Raises: How to Execute a Bridge Round
Representing Nutcracker Therapeutics | San Francisco
Joined venture capital, legal, and finance leaders to discuss bridge financing strategies for venture-backed companies navigating the period between institutional financing rounds.
Drawing on the successful $30M bridge financing at Nutcracker Therapeutics, shared practical perspectives on when to pursue bridge capital, investor strategy, financing terms, runway management, dilution, and preserving strategic flexibility.
Hosted at RSM