We are excited to host local sessions in select markets as part of the 2024 Year-End Technical Update. Please view the markets below and register today!
Local sessions may qualify for CPE credits.
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- This is a space to list event details in a bulleted list format.
- List key takeaways and other event details for guests to learn ahead of time.
- Steps that the guest may need to take ahead of the event.
We are excited to host local sessions in select markets as part of the 2024 Year-End Technical Update. Please view the markets below and register today!
Local sessions may qualify for CPE credits.
- This is a space to list event details in a bulleted list format.
- List key takeaways and other event details for guests to learn ahead of time
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Deloitte specialists will be leading sessions, sharing insights, and answering your questions.
Participants may qualify for 1 CPE credit for each general session they attend. Additional CPE credits for bonus sessions offered may vary.
- This is a space to list event details in a bulleted list format.
- List key takeaways and other event details for guests to learn ahead of time
- Steps that the guest may need to take ahead of the event.
We are excited to host local sessions in select markets as part of the 2024 Year-End Technical Update. Please view the markets below and register today!
Local sessions may qualify for CPE credits.
- This is a space to list event details in a bulleted list format.
- List key takeaways and other event details for guests to learn ahead of time
- Steps that the guest may need to take ahead of the event.
We are excited to host local sessions in select markets as part of the 2024 Year-End Technical Update. Please view the markets below and register today!
Local sessions may qualify for CPE credits.
- This is a space to list event details in a bulleted list format.
- List key takeaways and other event details for guests to learn ahead of time
- Steps that the guest may need to take ahead of the event.
We are excited to host local sessions in select markets as part of the 2024 Year-End Technical Update. Please view the markets below and register today!
Local sessions may qualify for CPE credits.
- This is a space to list event details in a bulleted list format.
- List key takeaways and other event details for guests to learn ahead of time
- Steps that the guest may need to take ahead of the event.
This session leverages Zoom Enterprise technology and requires you to be on the latest version to participate. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly.
Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly.
The LOCATION NAME will follow strict safety guidelines to ensure the overall safety of participants.
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We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join.
Following a welcome from Wolfe Tone, Deloitte Private Leader, learn more about the ongoing US economic climate from Deloitte’s Chief Global Economist, Ira Kalish. During this session, we’ll discuss:
This session covers the current challenges of mergers and acquisitions (M&A) and restructuring in an uncertain M&A market. We’ll discuss:
Trends in valuations and deal multiples relative to the past two years
The impact of a challenging credit market for deal financing and ways to manage
Key current tax considerations in dealmaking
Recent hot-button issues related to deal diligence, post-merger integration, and operational separation
Session speaker:
Phil Colaco, CEO, Global Leader of Deloitte Corporate Finance, Deloitte Corporate Finance LLC
Susan Dettmar, Principal, M&A Consultative Services US Leader, Deloitte Consulting LLP
Jason Langan, Partner, East Region Managing Partner of M&A, Deloitte & Touche LLP
Ryan Stecz, Partner, M&A, Deloitte Tax LLP
Previn Waas, Partner, National IPO Services Leader, Deloitte & Touche LLP
Session moderator:
Kevan Flanigan, Principal, US Deloitte Private Risk & Financial Advisory Leader, Principal, Deloitte Corporate Finance LLC
Disclaimer:
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Explore the importance of internal controls across the private company spectrum to mitigate financial and operational risk
Discuss lessons learned with the application of ASC 842
Discuss thoughts and perspectives of the pressure points from those that applied the requirements
Participants will be provided thoughts and perspectives as well as lessons learned on the application of ASC 842, which went into effect for most private companies on January 1, 2022.
Session speakers:
Jim Traeger, Partner, Central Region SOX/Internal Controls Leader, Deloitte & Touche LLP
Tim Kolber, Managing Director, Accounting Advisory & Transformation Services, Deloitte & Touche LLP
Session moderator:
Kirsten Vosen, Partner, US Private Audit & Assurance Leader, Deloitte & Touche LLP
Stakeholders expect organizations to do the right things and do them well. These expectations range from product quality enhancements to entrusting an organization to safeguard one’s private data to requiring a company to have a strong stance on environmental, social, and governance (ESG) issues. To more effectively compete in today’s environment, companies need to build “trust equity” and leverage trust as a valuable asset. We’ll discuss:
The impact of trust on organizational performance
The various factors influencing trust for organizations
Actions to take to better manage trust and build “trust equity”
Our vision for the future of financial services and the consumer industry and the forces driving it.
How the rapid pace of change provides the opportunity to amplify historic roles in more direct, personalized, and socially responsible ways.
Discuss the distinct forces driving the financial services industries across three major categories: upgrading legacy systems/ navigating banking landscapes in consumer rich environments/ strategic decisions on various vendor solutions
This is a space to list event details in a bulleted list format.
Session speakers:
Don Fancher, Principal, Deloitte Financial Advisory Services LLP
Michael Bondar, Principal, Risk & Financial Advisory, Deloitte Transactions and Business Analytics LLP
Session moderator:
Heather Gates, Managing Director, National Audit & Assurance Private Growth Leader, Deloitte & Touche LLP
This session will cover the legislative and political environment in the wake of the 2022 US midterm elections. We’ll discuss:
The recently enacted Inflation Reduction Act
What Congress might accomplish during the lame-duck session
The potential impact of midterm elections on the tax and policy landscape over the next two years
Regulatory guidance related to the Tax Cuts and Jobs Act (TCJA) of 2017 has evolved since it was enacted. While the broader Build Back Better proposal failed to pass Congress, a narrower set of tax changes were enacted as part of the Inflation Reduction Act. What should family enterprises consider as they look ahead? We’ll discuss:
Insights gained relating to TCJA’s individual income tax provisions
Impact that legislative changes have had on the ability to deduct losses and other deductions available to individual taxpayers
Activities surrounding the audits of high-net-worth individuals
Business is evolving at a rapid pace and so is risk. Organizations can develop an evolved understanding of current risks, get ahead of emerging risk, and derive value from intelligent risk management and digital controls. Digitization enables organizations to realize the Future of Control and to modernize processes. We’ll discuss:
An approach to prioritize digitization opportunities to achieve high ROI
The impact of analytic based controls and command center views
Real world case studies and the benefits of digitization
Multinational companies of all sizes understand that doing business in China means doing business with China. Yet, finding revenue growth and mitigating supply chain risks, if anything, is becoming more challenging under the influence of geopolitical events, economic trends, China policy shifts, deglobalization pressures, and increasingly granular and often conflicting regulatory requirements. We’ll discuss:
A state-of-play review for several key business sectors
Leading practices in essential resets of China’s business operations and structures
Steps in planning a path forward
Many organizations develop habits and behaviors that shape widely held “conventional wisdom” over time; we might call these rules assumptions, or perhaps “orthodoxies.” Deloitte’s research has uncovered that while organizational culture is a critical factor in achieving equitable outcomes, the orthodoxies that comprise organizational culture may be barriers to those outcomes. How can organizations flip orthodoxies to advance equity? We’ll discuss:
Commonly held orthodoxies that may be getting in the way of transformational progress toward equity
Behaviors or assumptions that reinforce orthodoxies
Tactics to flip orthodoxies
The Great Disruption and Great Resignation highlighted complexities of the global workforce and prompted organizations to rethink the employer-employee relationship. Human challenges over the next decade will profoundly affect the future of work. How can business leaders create strategies that generate organizational resiliency and humanize work? We’ll discuss:
Human challenges of the next decade
Work, workforce, and workplace shifts and how to manage them
Next steps organizations can take to navigate the future of work
Get up to speed on public company technical accounting topics, new accounting standards, and Securities and Exchange Commission (SEC) regulatory updates, including the Financial Accounting Standards Board (FASB) standard-setting updates, financial reporting trends, and an SEC updates. We’ll discuss:
Organizations are facing a growing need for cybersecurity, trust, and resilience. How can leaders navigate disruption to reduce cyber risks and position their organization to thrive? We’ll discuss:
- Common business challenges and drivers
- Current cyber threat landscape and tech trends
- 2023 cyber predictions and what to plan for
We’ll continue to explore how global regulation around ESG reporting, including the SEC’s rulemaking, marks an inflection point, with climate reporting moving from voluntary to regulated, and climate information being disclosed in a consistent format and integrated into financial filings. We’ll discuss:
The latest SEC developments, including insights into governance of climate-related risks, risk management processes, and how climate-related risks may generate material impacts to companies
Impacts of climate-related events and transition activities on consolidated financial statement line items
Greenhouse gas (GHG) protocol guidelines
Participants will explore regulation around ESG reporting and the impact of climate-related events as well as understand the regulatory landscape, gaining insights into ESG risk management.
As Deloitte’s New York Managing Partner, Roger supports Deloitte's largest office by overseeing more than 6,000 professionals. This includes driving business growth, facilitating a multi-disciplinary approach towards serving clients, leading corporate citizenship strategy, and creating and modeling a diverse, equitable and inclusive culture.
He is a transformational leader who is widely recognized for his strategic impact, technical savvy, and passion for our people and the community. With more than three decades of professional services experience, Roger leads by example in advocating for my teams, social fairness, and equal opportunity, and is committed to developing industry practitioners, next generation leaders, and seasoned executives.
He currently serves as the Chairperson of the Harlem YMCA Board of Directors and Chairperson of the Black Achievers in Industry Steering Committee. In addition, he participates in leadership and coordinating activities with various other charitable organizations.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Phil is the Chief Executive Officer of Deloitte Corporate Finance LLC (DCF), Deloitte’s National Investment Banking practice in the United States, which is one of the leading M&A advisors to the middle market. Phil also leads DCF's Business Services Group. Prior to joining DCF, he served as a managing director and co-founding partner at McColl Partners LLC and led the firm's Financial and Business Services Group. Phil has served as a lead advisor for the sale or acquisition mandates of numerous companies in each of the following industries: human resource services, outsourced software, postsecondary education, corporate training, community banking, and consumer finance, among others. Previously, he was at Bowles Hollowell Conner/First Union Securities and Lehman Brothers.
Phil has served as an advisor to Bankers Healthcare Group, Inc., ArcaTech Systems, LLC, IQNavigator, Inc., VitalSmarts, LC, Pinnacle Mortgage, The Delta Companies, General Information Services, Career Step, Omega Training, Bryant & Stratton College, and esmartloan.com.
Phil’s is Member and former President of ACG Charlotte, Chairman of the Board of Trustees of Trinity Episcopal School, and Serves on the Board of Directors of the Make-A-Wish Foundation of Central and Western North Carolina.
Phil completed his MBA, Finance and Accounting from University of Chicago, Booth School of Business and BA, Economics from University of Virginia.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Kevan is the US Deloitte Private Risk & Financial Advisory leader and also serves as the US Automotive Industry Sector leader for Deloitte’s Risk & Financial Advisory practice. Based in Los Angeles, Kevan has served automotive OEMs and Tier 1 and 2 suppliers as well as automotive aftermarket companies. He has extensive investment banking and financial advisory experience, spanning acquisition, capital raising, and the sale or divestiture process. Kevan previously served as the National Managing Director of Deloitte Corporate Finance LLC, the investment banking subsidiary of the US firm, and a leading provider of investment banking services to the global mid-market. He also served as the Vice Chair of Deloitte Transactions & Business Analytics, and a member of the Board Council to the Deloitte US Board of Directors.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Dr. Ira Kalish is the Chief Global Economist of Deloitte Touche Tohmatsu Ltd. He is a specialist in global economic issues as well as the effects of economic, demographic, and social trends on the global business environment. He has written about the economies of Western Europe, Eastern Europe, Southeast Asia, China, Japan, Mexico and South America, and has also written extensively on global consumer markets.
Dr. Kalish is the principal author and editor of Deloitte’s Weekly Global Economic Update. His additional publications include the annual Global Powers of Retailing report and articles in the CFO Journal and Deloitte Review, among others.
Dr. Kalish advises Deloitte clients as well as Deloitte’s leadership on economic issues and their impact on business strategy. He also serves on the Business at OECD Economic Policy Committee and the World Economic Forum’s Community of Chief Economists.
Dr. Kalish has been widely quoted in the news media, including The Wall Street Journal, The Economist, The Financial Times, Reuters, and The Washington Post. He has appeared on CNN, CBS News, CNBC, PBS and BBC World Service.
Dr. Kalish holds a bachelor’s degree in economics from Vassar College and a PhD in international economics from Johns Hopkins University.
Shahira Knight is the Managing Principal in the Policy & Government Relations (PGR) group of Deloitte LLP. She joined Deloitte in June 2019.
Shahira has more than 20 years of experience in government, public policy and government affairs. Prior to joining Deloitte, she held several senior leadership roles in government, including Director of White House Legislative Affairs, where she served as the top liaison between the White House and Congress, and Deputy Director of the White House National Economic Council, where she helped coordinate the administration’s domestic economic policy agenda. Shahira also served as the top policy advisor on the House Ways and Means Committee where she directed the committee’s policy and legislative operations.
During her time in the private sector, Shahira worked in the Public Affairs and Policy Group at Fidelity Investments and the policy and government relations group of the Securities Industry and Financial Markets Association (SIFMA).
Shahira serves on the Fulbright Foreign Scholarship Board and was a Pritzker fellow at the University of Chicago Institute of Politics.
She received her BA in Economics from the University of Virginia and her MA in Economics from George Mason University.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Jeff specializes in US tax policy. He oversees a team of tax policy professionals who monitor US tax legislative and regulatory developments to develop articles for Deloitte Tax’s weekly newsletter, Tax News & Views, and in-depth publications on issues such as the US deficit and US tax reform. He also provides insights on these same developments to tax leaders throughout the US. His Capitol Hill experience includes working on tax and budget issues for former US Senator and Senate Finance Committee member Steve Symms, R-Idaho.
Jeff is a frequent speaker at Deloitte-sponsored tax and industry events, as well as events sponsored by industry groups such as Tax Executive Institute, American Petroleum Institute, and Financial Executives International.
Jeff holds a BS in political science from University of Idaho and an MBA from Johns Hopkins University.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Doug is a managing director in Deloitte’s National Office – Accounting and Reporting Services focusing on SEC reporting, IPOs and SPAC transactions. He consults on technical SEC reporting matters, reviews SEC filings, advises clients on transactions and interpretations of SEC reporting literature, and develops Deloitte's SEC publications. He has experience serving clients in a variety of industries including industrial production, aerospace and defense, real estate, power and utilities, and technology. He has experience with a wide range of technical accounting (US GAAP and IFRS) and auditing (PCAOB and AICPA) matters.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Kristen B. Sullivan is a partner and leads Deloitte & Touche LLP’s Sustainability and ESG services, working with clients to help address their sustainability and non-financial disclosure strategy needs. Kristen also serves as the Deloitte Touche Tohmatsu Limited’s (DTTL) Americas Region Sustainability Services Leader, the Global Audit & Assurance Climate Services Leader and the Integrated Reporting Community of Practice Leader. Kristen brings extensive experience in delivering sustainability risk assessment, governance, strategy alignment, measurement, reporting and assurance services.
Given the growing market emphasis on the importance of ESG standards and frameworks, Kristen serves as a member of the Global Reporting Initiative (GRI) Community, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and serves as Chair of the AICPA Sustainability Task Force and member of the AICPA Materiality Task Force. She also served on the International Integrated Reporting Council (IIRC) Working Group. Kristen has authored a number of publications around the value of sustainability and non-financial disclosure and assurance, including conflict minerals and anti-human trafficking disclosure.
She was recognized as #10 on the 2020 Top 100 Corporate Social Responsibility Influence Leaders.
Kristen has over 25 years of experience with Deloitte. Kristen is a CPA (CT, MO) and CGMA. Kristen completed the Berkeley Law Executive Education Certification: ESG: Navigating the Board’s Role. She began her career with Deloitte in the Audit and Advisory services practice. She has also served in Deloitte’s National Office in several different capacities and served in a role working with the deputy CEO of Deloitte LLP focusing on regulatory and public policy matters.
Kristen serves as a member of the Eureka College Board of Trustees and the Financial Women’s Association.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Wolfe is the Vice Chair–US Deloitte Private Leader. In this role, he oversees the US Deloitte Private practice, which serves more than 8,000 clients including privately held businesses, family enterprises, family offices, private equity funds and related portfolio companies, emerging growth companies, and high-net worth individuals. Deloitte Private provides these organizations and individuals with audit and assurance, tax, consulting, and risk and financial advisory services to help them address today’s complex challenges and identify tomorrow’s opportunities.
Wolfe is also actively engaged as a client service partner leading engagement teams that provide a variety of tax compliance and consulting services, corporate restructuring, M&A diligence and advisory services, IPO planning, and sophisticated wealth transfer planning.
Prior to leading the US Deloitte Private practice, Wolfe was the US Deloitte Private Tax leader and a tax partner. With more than two decades of experience, Wolfe has served a variety of technology, life science, retail, real estate, manufacturing, and distribution clients, ranging from startup ventures to Fortune 500 multinational organizations. He has concentrated his professional efforts on advising complex, privately held organizations and in-bound companies
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Doug Van Dyke is Deloitte’s National Tax Legislative Marketplace leader and was previously the West regional leader for Tax Reform Advisory Services. Doug is also the West Region Marketplace leader, the national interactive gaming and esports affinity leader, and the West regional Media & Entertainment leader. He has nearly 30 years of experience with Deloitte’s clients in US and international taxation, including large multinational clients in the media, entertainment, aerospace and defense, and consumer business industries. Doug has also worked closely with companies in these industries on accounting for income taxes and, as they have expanded globally, exploiting their intellectual property and dealing with US and local jurisdictional tax issues, including transfer pricing.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Jason, a partner with Deloitte & Touche LLP, is the East region managing partner of Merger & Acquisition Transaction Services practice and Deloitte’s National M&A Industry leader for Financial Services. Jason has more than 20 years of experience in financial services, with the last 12 years dedicated to M&A. He has experience providing a wide array of transaction advisory services, including financial due diligence and structuring, and advising US clients on cross-border transactions.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Ryan is a partner with Deloitte Tax LLP in the M&A Transaction Services practice, based in Chicago. Ryan has more than 20 years of public accounting experience including more than 15 years as a dedicated M&A specialist. He has experience in advising financial and strategic buyers on due diligence and deal structuring in a range of industries including consumer and industrial products, healthcare, and technology. Further, Ryan has significant experience advising clients on sell side transactions including the preparation of carve-out financial statements, vendor due diligence reports, tax structuring and modeling exercises, and the tax implications associated with selling S corporations.
Ryan’s experience in advising financial and strategic buyers on due diligence and deal structuring in a range of industries has provided him with deep insights into the sell-side process as well as the needs and motivations of acquiring entities.
He has been a leading contributor to several articles covering tax aspects of preparing carve-out financial statements and selling S corporations.
Ryan has spoken on a variety of M&A sell side related topics including vendor due diligence best practices, tax considerations of carve-out financial statements and selling Subchapter S corporations. He has also been a guest-lecturer at the University of Notre Dame’s Masters in Taxation program. He currently serves as a member of the St. Benedict Preparatory school’s endowment board.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Susan is a Principal with Deloitte Consulting LLP and leads the M&A Consultative Services practice. She is the US Merger Integration and Divestiture Lead, M&A Consultative Services Lead. Susan has spent over 20 years focused on M&A, predominantly Post-Merger Integration and Divestiture. She has supported over 50 deals with a cumulative deal value of $200 Billion. Prior to Deloitte, Susan has served as a Principal at Archstone Consulting, and as Senior Manager at Deloitte.
Susan graduated with her MBA – Finance, Marketing, and Operations from the University of North Carolina at Chapel Hill. She also completed MBA from UNC Kenan – Flager Business School and BA from William & Mary.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Jim is an audit partner with more than 25 years of experience. Jim has a particular focus on the oilfield services, manufacturing, and retail sectors. He has spent his career serving a wide range of public and private companies, from large, complex, multinationals to small, privately-held emerging growth companies.
Jim has extensive experience providing external audit and advisory services, including U.S. GAAP and industry-specific oversight, SEC financial reporting, and SOX internal control readiness and attestation services. He currently serves as the Central Region – ARA Governance Risk and Controls Leader, providing internal control related accounting and advisory services to public and private companies, including those contemplating public offerings.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Tim is a Managing Director in Deloitte’s Accounting Advisory & Transformation Services practice where he leads the Accounting Standard Implementation service offering and the Lease Accounting Standard sub-offering on a National level. In this role, Tim leads or serves as a technical resource on various accounting standard implementation projects where he assists clients with the application of complex accounting guidance and the implementation of new accounting standards. Recent experiences include assisting various entities with the implementation of the FASB’s and IASB’s new lease accounting standards.
Tim has close to 20 years of experience in the accounting profession (more than 14 of those years at Deloitte) and is one of the firm’s leading lease accounting experts from both the US GAAP (ASC 842/ASC 840) and IFRS (IFRS 16/IAS 17) perspectives. In this role, he engages in discussions with professionals at the other Large Firms on interpreting the new guidance and interacts with various industry groups and Fortune 100 companies on how to apply the guidance. Tim is also one of the primary authors of Deloitte’s A Roadmap to Applying the New Leasing Standard.
Prior to assuming his current role, Tim was part of the firm’s National Office Accounting and Reporting Services Group where he helped audit teams and clients address various technical accounting questions. In addition, Tim spent several years in the firm’s audit practice in Philadelphia, Pennsylvania, primarily serving clients in the energy and resources industry.
Tim graduated from LaSalle University with a Bachelor of Science Degree in Accounting. He is a licensed Certified Public Accountant in both Pennsylvania and Connecticut, and is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
With more than 30 years of audit and accounting experience, Kirsten Vosen serves as the Audit & Assurance Private leader, focused on strategic growth in the private segment. In addition, Kirsten serves as the Partner in Charge of Private Company Matters in the National Office Audit Group at Deloitte & Touche LLP. In this role, she is charged with leading the consultation and rollout of our Private Audit Methodology, including leadership involvement in our private company centers of excellence and a variety of global transformation efforts.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Tiffany Kleemann is currently the Emerging Growth leader of the Cyber and Strategic Risk Practice at Deloitte. She has had a distinguished career and has held various leadership and operational roles in the technology industry, White House, government, and US military. Roles included President & COO of NS8, SVP at Imperva, Chief Executive Officer of Distil Networks, VP of FireEye leading Global Strategic Partnerships and Alliance Operations, Chief Revenue Officer & SVP of Client Solutions at iSIGHT Partners and Managing Director at Symantec. She has demonstrated success leading teams that repeatedly overachieve on key revenue growth targets and business outcomes.
Tiffany served in the government as Deputy Chief of Staff at the White House Office of Cyber Security and Critical Infrastructure Protection under the leadership of Richard Clarke. She also served in the Coast Guard as an officer for 7 years after graduating from the US Coast Guard Academy.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Courtney is a managing director in the Private Wealth Tax group based out of the Cincinnati office. She is the national leader of the Estate, Gift, Trust, and Charitable Competency group and a regional leader for the Individual Income Tax Competency for Deloitte Tax. She is a recognized leader of Deloitte’s Private Wealth industry leadership team.
She has more than 20 years of experience providing income tax, trust, gift, and estate planning services to high net worth individuals, family offices, and closely-held businesses and their owners. She is passionate about providing her clients the high-quality tax reporting and planning services that meet their goals and objectives.
Courtney's clientele include large multi-generational families and business owners which present not only a multitude of tax issues but also intriguing family dynamic structures. She has provided inherited and multi-generational wealth families and family business owners with creative and efficient transfer planning strategies. She has assisted her clients in the creation of tailored estate and trust structures that meet their current and long-term goals and objectives.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Spencer represents the private wealth clients of Deloitte globally against the Internal Revenue Service and other taxing authorities. He also works with attorneys, advisors, appraisers, and outside CPAs to consult on their client's tax controversy. Spencer specializes in global-high-wealth (aka IRS Wealth Squad), high-income initiative, and estate & gift tax examinations and/or appeals and typically defends over 100 examinations each year. Absent an active examination, Spencer advises taxpayers on the state of the IRS, and provides pre-audit consultations and 'mock' exams.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Wendy serves as the US Family Enterprise leader. In this role, she works closely with first generation and multi-generational owned businesses and their owners to help them identify and navigate the unique characteristics and needs of family enterprises. Wendy also partners across all of the functions to identify service offerings most relevant to family enterprises. Additionally, she contributes to thought leadership efforts to differentiate Deloitte’s Family Enterprise practice and enhance our brand in the US and global marketplace.
Wendy also leads the Private Wealth Tax sector of the Investment Management industry practice. In this role, she works with colleagues nationally to develop and deliver innovative tax offerings related to income, gift, and estate tax planning matters for Private Wealth clients. Her clients include family offices, investment vehicles, closely-held operating businesses, and ultra-high net worth families who have complex investments both in the US and abroad
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Biljana N. Petrovski is a Managing Director, in the Deloitte Risk and Financial Advisory practice. She has over 17 years of experience focused on risk management, assurance and internal controls transformation services on external audit, internal audit, and third party assurance, SOC1 / SOC2, on various large and global clients. She has significant experience leading both business process and information technology controls, IT governance strategy assessments, as well as system implementation projects, cyber and cloud assessments. Biljana also co-leads the digital transformation initiative, Nexus Digital Nerve Center, utilizing Artificial Intelligence (“AI”) capabilities, to help transform client's view on risk and controls and solve their critical issues, to better anticipate risk.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Chris is the managing partner for the Denver office at Deloitte Consulting LLP. He is responsible for driving client and business growth, facilitating cross-functional teaming, and further enhancing strategic positioning in the Denver market. In his more than 20-year career with Deloitte, he has seen the Colorado practice grow from 200 professionals to over 1,300 across four offices.
A growth-oriented partner, Chris most recently served as the global lead consulting partner for a global oil and gas supermajor for six years. He has held various roles of increasing responsibility within the consulting function and leading account teams. His primary focus has been related to finance transformation and helping to improve the chief financial officer organization through process improvement, finance systems, and digital innovation.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Jennifer is managing director in the Risk & Financial Advisory practice specializing in Accounting and Internal Control Services. She co-leads Deloitte’s Nexus Digital Nerve Center™ solution, one of the Controls Advisory offerings within the Digital Controls practice.
She has more than 20 years of experience in assessing internal controls in areas such as financial business operations, information security, system development, and computer operations for clients primarily within the Financial Services industry. She has designed, implemented, and tested operating effectiveness of tens of thousands of business controls and general IT controls. During this time, she recognized a growing need for change with how companies manage their risk and control environments. She understands what is required for modernization and, in response, has led the innovation efforts to develop the Nexus Digital Nerve Center solution.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Stuart Rubin is a Managing Director in Deloitte Risk & Financial Advisory’s Accounting & Internal Controls practice, with over 20 years of experience in internal controls and compliance, Internal Audit and IT consulting. He is the National leader for Deloitte’s Controls Advisory practice and a member of Deloitte’s Global Digital Controls Executive Committee. He is responsible for shaping Deloitte’s vision for the Future of Controls, incorporating cognitive/AI, analytics and other digital enablers to generate higher ROI, lower Total Cost of Compliance (TCC) and deliver meaningful business insights.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
For over 25 years, Joanne has worked with C-suite executives to define, design, and operationalize their workforce experience vision. She helps clients transform their Talent and HR organizations, from strategy through implementation and beyond, to achieve sustainable results.
Joanne is eminent on the evolving role of HR, and of the CHRO, in shaping the way enterprises compete for & access talent, curate workforce experiences, and impact the communities where they operate. She brings this perspective in examining how organizations can and should drive towards racial equity.
Joanne co-authored The Equity Imperative: The need for business to take Bold Action Now, is the CDEIO for the Human Capital practice, and is the Executive Director of Deloitte’s DEI Institute™, focused on data driven research, challenging orthodoxies, and recommending impactful actions to help business and community leaders lead inclusive change.
Joanne serves clients in the Consumer Products, Healthcare, and Life Sciences sectors.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Heather is the managing director leading Deloitte’s Diversity, Equity, and Inclusion (DEI) Institute. Heather has a long-standing passion for equity and belonging and is committed to the collaboration and collective actions necessary to advance successful DEI efforts in the workforce, marketplace, and society.
With more than 25 years of experience of driving innovative strategic initiatives at Deloitte, Heather most recently served as a senior leader and executive coach with Deloitte’s Chief Executive Program, working closely with CEOs in a wide range of industries and DEI-focused organizations, helping them achieve their aspirations. Prior to the Chief Executive Program, Heather led Deloitte’s office of the CEO, serving as the chief of staff for Deloitte’s first female CEO, Cathy Engelbert. As a strategic advisor to advance the CEO’s priorities, she collaborated with senior leaders across Deloitte and in external organizations. In that role, she contributed to the launch of Deloitte’s industry leading family leave program, providing up to 16 weeks of paid leave.
Heather received a BSBA with an accounting major from Bucknell University in Lewisburg, PA and is a member of the AICPA and the Pennsylvania Institute of Certified Public Accountants. She received her Executive Coaching Certification from Columbia University and attended Rutgers University’s Senior Leadership Program for Professional Women.
She and her husband Jon reside in Basking Ridge, NJ and have two sons.
Thought leadership Heather has authored includes Mental Health Starts at the Top.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Heather Gates is a managing director with Deloitte & Touche LLP and has more than 30 years of experience working in the startup and private company space, including 18 years at Deloitte. She serves as both the national Emerging Growth Company (EGC) business leader and the Audit & Assurance Private Growth leader overseeing the firm’s EGC, Private Equity, and Deloitte Private Audit & Assurance teams. She has spent her career cultivating and maintaining strong relationships throughout the private company and investor communities in the San Francisco Bay Area and beyond. In her role as the national leader, she brings the power of the firm to key markets throughout the US.
With her vast personal network and knowledge of the industry, Heather has unique insight into the people, institutions, and technologies that shape Silicon Valley. She regularly meets with entrepreneurs and venture capitalists, and has expanded Deloitte's services to leading companies based in the Bay Area and nationally. She also serves as a board member and treasurer for the Churchill Club, a leading Silicon Valley business and technology forum.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Michael Bondar is a principal in the Risk & Financial Advisory business leading Deloitte’s Enterprise Trust offering. He focuses on helping clients improve organizational performance by building, protecting and enhancing levels of trust for companies across a wide range of stakeholder groups. Michael spent the first decade of his career leading business process transformation and ERP implementation programs for global clients across Consumer, Life Sciences & Health Care, and Technology, Media & Telecom industries. After spending time as a technology executive at a leading software company, Michael returned to Deloitte to lead the organization’s Global Innovation efforts focused on the development, scaling, and commercialization of our various technology-based solutions.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Don Fancher is a principal in Deloitte Risk & Financial Advisory where he serves as the global leader of Deloitte Forensic, as well as the co-leader of Deloitte’s Legal Business Services practice. Don has over 30 years of experience that includes assisting clients and counsel in performing forensic investigations and special reviews for matters regarding financial crime, misappropriation of assets, breach of fiduciary duty, and FCPA violations. These have included both individual employee and institution-wide schemes for misappropriating funds and/or improperly reporting asset values and financial performance. These investigations have been performed for privately held companies, private institutions, not-for-profit entities and major, publicly held corporations. Don has extensive experience consulting with counsel and management on accounting, financial, and economic matters as they relate to facts and the determination of damages and values in litigation, dispute resolution, and business insurance matters. He has testified in numerous commercial litigation and class-action matter throughout a number of jurisdictions in Federal, State, and Bankruptcy Court. Don has also provided consulting services in a variety of matters related to intellectual property, licensing negotiations, market and industry assessments, and has been active in providing innovative solutions and strategies to legal departments in areas of workforce transformation, technology and workflow assessments, and contract lifecycle management implementation.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Heather Ziegler is the Stamford managing partner, where she oversees over 1,100 professionals and is responsible for Deloitte's strategy, business development, and activities in the Greater Stamford area covering the Fairfield County Connecticut and Westchester County New York marketplaces.
She has more than 25 years of experience in professional services and, in addition to her leadership role, she serves as the lead client service partner and Advisory partner for a number of clients and has significant experience helping companies navigate their most challenging transactions, registrations, complex accounting, and organizational issues.
Prior to her role as Stamford managing partner, Heather served as the deputy chief risk officer of the Deloitte US Firm from 2013 to 2017.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Marla is a partner in Deloitte’s National Office Accounting and Reporting Services group, in which she is a part of the Income Taxes, Consolidation, and Financial Instruments subject matter teams, focusing on consultation and publication activities. Previously, Marla was a Practice Fellow at the Financial Accounting Standards Board, and led a number of standard-setting projects related to financial instruments. Marla has extensive experience serving clients in the financial services industry in both an audit and advisory capacity, and in helping clients with complex GAAP and SEC reporting matters.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Fouad is a Senior Manager in Deloitte’s Audit & Assurance group. He joined the Sustainability & ESG Services team in June 2022. He comes to the team with more than fifteen years of experience in climate risk and sustainability and has worked for Enzo Advisors, Nature, World Bank, UNOPS, WWF and other entities from the energy, development and public sectors.
His work focuses on emissions and ESG reporting and climate risk assessment. He has led end to end ESG reporting for clients from the oil and gas, finance and other sectors. His experience includes developing emission inventories, setting Science Based Targets and estimating climate risks, training and development and governance engagements. His technical skillsets include development and deployment of integrated climate-economy models, geospatial analysis and climate change and ESG communications. Fouad has written extensively about environment, climate and urban issues for both academic and popular publications.
Fouad has a PhD in Environmental Science and Policy from Central European University, MS in Environmental Engineering from University of Houston and a BE in Civil Engineering.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Paul is the managing partner for the Deloitte & Touche LLP’s New Jersey practice and leads over 2,000 employees. He also serves as lead client service partner and advisory partner for a variety of global clients in both public and private.
Paul has more than 25 years of audit and advisory experience at Deloitte serving large global clients in a variety of industries, with a focus on life sciences. He has extensive experience in leading audit and advisory services related to internal controls, business combinations, strategic alliances, global acquisitions and, complex revenue recognition matters. He is thoroughly versed in reporting under US GAAP, IFRS, and SEC requirements; due diligence and deal structuring for acquisitions, dispositions, and strategic alliances; bankruptcies; and public debt and equity offerings. Paul also serves on the Board of Directors of the Children’s Specialized Hospital Foundation and the Commerce and Industry Association of New Jersey.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Suzanne Smetana is a Managing Director with Deloitte & Touche LLP’s Sustainability and ESG Services practice, working with clients to achieve their sustainability and ESG objectives. Suzanne is based in Boston and focused primarily on the financial services sector where she has over 25 years’ experience.
Suzanne comes to us from State Street Global Advisors (SSGA), where she was most recently the Head of ESG Investment Integration. In this role Suzanne partnered with SSGA’s investment teams to develop and implement ESG investment processes, policies and best practices. These investment teams represented active and index management, across asset classes including alternatives. She was also responsible for executing on SSGA’s ESG and climate commitments, including but not limited to Principals for Responsible Investing, Net Zero Asset Managers Initiative and Task Force on Climate-Related Financial Disclosure. Before that, she headed the ESG Investment Product efforts where she led cross-functional initiatives to launch innovative ESG investment solutions related to SSGA’s proprietary ESG scoring methodology, R-Factor.
Prior to SSGA, Suzanne spent 12 years at Fidelity Investments in a number of leadership roles from corporate strategy to investment product solutions and innovation. She was an early adopter of ESG at Fidelity and drove the inclusion of ESG data onto the portfolio manager’s investment platforms. Suzanne’s ESG journey began at an impact venture capital firm, MassVentures where she invested in early-stage tech companies focused on growing a sustainable Massachusetts economy. Suzanne started her career in the audit practice at Ernst & Young.
Suzanne received her Bachelor of Science in accounting from Boston College and a Masters of Business Administration from Babson College. She has completed coursework at the University of Cambridge’s Institute for Sustainability Leadership and was awarded a Certificate in ESG Investing from the CFA Institute.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Joe leads the Deloitte US Chinese Services Group practice and serves as the Global lead client service partner (GLCSP) for a UK-based financial institution with extensive operations across Asia.
His 25 years of consulting experience spans through many sectors in the financial services industry. Joe served as the US and Global Financial Services Industry leader for consulting and led many large-scale, global projects for some of our largest financial services industry clients.
Prior to this, Joe led the Global Insurance practice and served as the APAC and US Insurance consulting leader. His experience in the Asia Pacific region dates to the time when he lived in Tokyo for his APAC leader position and supported clients as they implemented business process improvements and transformed their business models.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Dr. DeWoskin is a former partner for China Strategy and Business Development at one of the Big Four, founder of Deloitte's China Research and Insight Centre, and now serves as a Senior Advisor and Eminence Fellow to Deloitte for China research and insight. He concurrently serves as Senior Advisor to The Conference Board China Center for Economics and Business. A former professor of International Business and chairman and professor of Asian Cultures at the University of Michigan, Dr. DeWoskin has been involved with China for over 50 years and has lived and worked extensively in both China and in Japan.
Dr. DeWoskin's direct experience with mainland China goes back to 1977. He has served numerous clients in financial and strategic investment, logistics, automotive and industrial sectors, life sciences and healthcare, energy, telecommunications, consumer products, commodities and mining, retail, entertainment, media and IT, software, pharmaceutical and healthcare, and financial service industries.
Dr. DeWoskin provides research and thought leadership and consults with C-Suite executives on critical financial, economic, and business issues. In his current role, he helps clients navigate Deloitte’s extensive industry and China resources and assemble support teams for a variety of market entry, market expansion, and supply chain improvements.
Dr. DeWoskin has taught numerous executive education programs and participated in forums for Michigan, Singapore Management University, Tsinghua University, and Wharton. He has appeared in media interviews, with the New York Times, Financial Times, Wall Street Journal, Economist, Bloomberg, SCMP, People's Daily, China Daily, CNBC, Business Week, Fortune, Asian Wall Street Journal, Hong Kong Economic Review, Xinhua News agency, Voice of America, the Washington Post, BBC World Services, and major networks and wire services. He has presented on China business issues across the US and throughout Asia and Europe, in the World Economic Forum, Council on Foreign Relations, Chambers of Commerce, Economist Intelligence Unit, Eurasia Group, the Conference Board, Goldman Sachs, J.P. Morgan, US China Business Council, Asia Financial Forum, China Britain Business Council, World Transportation Forum, BOAO Forum For Asia, and Greenbrier Global Leadership Conference. He currently writes a CFO opinion column for the Wall Street Journal.
Dr. DeWoskin received his BA from Columbia College in 1965 and his PhD from Columbia University in 1974. He has also studied at National Taiwan University and Kyoto University, and he is a fluent speaker of Mandarin Chinese and Japanese.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Tracy Tinnemeyer is a Senior Manager in Washington National Tax. She has been with Deloitte Tax for almost 24 years, focusing on income, trust and wealth transfer tax planning for wealthy individuals, family groups, and closely-held business owners. Tracy graduated from the University of Pittsburgh School of Law and the University of Richmond, cum laude. Prior to joining Deloitte Tax, she was an associate attorney for Goehring Rutter & Boehm, P.C., in Pittsburgh, specializing in estate planning and family law. Tracy is admitted to the bars of the Commonwealth of Pennsylvania and the State of New Jersey (inactive). She is an active member of the Pennsylvania and Allegheny County Bar Associations’ Tax and Probate Sections and the Pittsburgh Estate Planning Council.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Dan is the managing partner of the Omaha office and serves as the US & Americas leader for Extended Enterprise and Third-Party Assurance in Deloitte & Touche LLP. He helps manage risk in the third-party ecosystem and combines business and technology experience to help clients create and optimize their extended enterprise through cost and revenue recovery services. He specializes in creating efficient exchange of risk information synergies in the marketplace. Dan also leads Advisory Service Delivery Transformation, helping clients’ efforts in shared services and outsourcing environment improvements.
In his 20 years of experience, he has served both national and international clients and his industry focus spans Fortune 500 and growth/innovation clients in Financial Services, Energy & Resources, Health & Life Science, and Technology & Telecommunications.
He is also a Certified Public Accountant (CPA), a Certified Information Systems Auditor (CISA), and a Certified Information Technology Professional (CITP) and have been published in several articles as well as a book.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Steve is a Principal with Deloitte Consulting and serves as the Global Leader for Future of Work for the Firm. He has over 25 years of experience advising Global Organizations on issues of Strategy, Innovation, Organization, People, Culture, and Change. He has advised business leaders on a multitude of initiatives including activating Strategy, defining a preferred Future, addressing Workforce trends, implementing agile and resilient Operating Models, and transforming culture oriented to growth, innovation, and agility. Steve has significant experience in bringing to life the ongoing trends impacting the future of work, workforce, and workplace. He is a regular speaker and author on the Future of Work, and is currently on the Deloitte leadership team, shaping the research and marketplace dialogue on future workforce and workplace trends and issues. Steve has a Masters in Social Change & Development from Johns Hopkins and an MBA from Wharton.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Michael Griffiths is a principal in Deloitte’s Workforce Transformation practice, specifically leading Deloitte’s Workforce Development market offerings. These global offerings drive the market in learning transformations, knowledge management, leadership development and assisting clients to become skills based. Michael is an author and lead for Deloitte’s Global Human Capital Trends Survey and Report. He is well published in the field of learning and talent and is the leading market voice on becoming a skills-based organization.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Previn is a partner with Deloitte & Touche LLP and the leader of Deloitte's IPO Services offering. He has more than 20 years of experience providing professional services to public and private companies in the software industry inclusive of SaaS, Open Source, and consumption based models. He has extensive experience leading IPO engagements (having led approximately 50 IPOs) as well as consulting on revenue recognition policies, share-based compensation, equity transactions, business combinations, and SEC pre-clearance filings and registration statements
Prior to joining Deloitte's Silicon Valley office, Previn was part of Deloitte's National Office Technical Accounting Consultations group. He is a certified public accountant in California and has a Bachelor of Science in Accounting from Baylor University.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Colorado Rules & Regulations
This course is designed to qualify as a Colorado Rules and Regulations course, as defined by the Colorado State Board of Accountancy. Colorado Rules and Regulations meets a portion of Colorado's regulatory and Board biennial ethics requirements for CPAs. This course discusses the Colorado Statutes and Rules that pertain to CPAs licensed to practice in the state of Colorado. Attendees will become familiar with the Colorado Revised Statutes, the Rules of the State Board of Accountancy, and the Policies adopted by the Board currently in effect and how the statutes, rules, and policies pertain to them. This session is eligible for up to 2 CPE credits total.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
2024 Year End Technical Update - Virginia Ethics
Join us for the annual Greater Washington & Richmond Ethics course. We are offering two hours of ethics training presented by the Virginia Society of CPAs. The two-hour training satisfies Virginia’s ethics requirement.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Las Vegas Year End Technical Update Local Session
Join us for a presentation followed by Q&A where we will explore the latest advancements in AI, recent FASB/SEC updates, and ethics. Enhance your knowledge and stay ahead in a rapidly evolving industry with insights from our professionals. Please note, the ethics portion of the presentation will be two hours long to meet state requirements. Lunch will be provided at the start of the event.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Navigating Today's Business Landscape:
Key Insights on Economic Development in Kentucky, Cybersecurity, & Tax
Join us for an insightful session featuring key discussions on current hot topics in the business world, including economic development initiatives by Greater Louisville, Inc. the Metro Chamber of Commerce & the Kentucky Chamber of Commerce, the latest cybersecurity trends, and tax updates. Gain valuable insights and practical strategies to navigate these critical areas and drive your business forward. Following our session, we invite you to enjoy a networking reception with hors d'oeuvres and beverages to connect with your local business peers.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Exploring Deloitte’s 2024 Tech Trends and the Latest in Cyber Security
Are you ready to stay ahead of the curve in the ever-evolving landscape of technology and cyber security? We invite you to join us for an insightful session where we will explore Deloitte's highly anticipated Tech Trends report and discuss the latest advancements and challenges in cyber security. Don't miss this opportunity to gain insight that can help you develop a competitive edge and prepare your organization for the future.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Nashville Annual CPE Local Session
Join us for a discussion with Ralph Schulz, President and CEO of the Nashville Area Chamber of Commerce, on the potential economic impacts and strategic community partnerships helping to shape the future of Nashville.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Ohio CPA Professional Standards and Responsibilities (PSR1)
This course will help you gain perspective on the wide breadth issues facing CPAs on a daily basis. You will participate in an interactive review of the moral and ethical expectations of CPAs. We will look at the concept of ethics, ethical principles of responsibility and accountability, and examples of ethical lapses using case studies. The concepts of ethical decision making are reinforced through the case studies. We will review CPA rules with a strong emphasis on due care due to its tie into the principle of responsibility. Both AICPA Code of Conduct and Ohio Accountancy law are included in this course.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
2024 Local Arizona Year-End Technical Update
The Arizona Year End Tech Update CPE event at Deloitte’s Tempe office is designed to provide Tax and Audit & Assurance professionals with important insights into some of the latest advancements in technology and regulatory changes. Attendees will have the opportunity to benefit from the keynote sessions focused on the impact of AI on tax processes and the evolving landscape of tax policy. The event will also feature speakers that offer insights into skills and strategies for integrating new technologies into professional practice. In addition to earning Continuing Professional Education (CPE) credits, participants will have the opportunity to network with industry specialists and peers, which can foster professional relationships. This event is an opportunity for professionals to support their colleagues, stay informed, and enhance their skills in a rapidly changing industry.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Navigating Sustainability, Cyber, and Tax in Today's Business Landscape
In an era of rapid technological advancements and evolving regulatory landscapes, businesses are constantly navigating the changes in sustainability criteria, cybersecurity, and tax compliance. Our session offers a comprehensive overview of the latest trends, challenges, and opportunities in these important business areas. Attendees will have the opportunity to gain insights into leading practices for adapting to the evolving sustainability regulatory landscape, fortifying cybersecurity measures, and optimizing tax strategies with recent or upcoming legislation changes. Following our session, we invite you to enjoy a networking reception with hors d'oeuvres and beverages to connect with your local business peers.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Raleigh Watch Party: 2025 Tax Policy Landscape and Public Company Accounting Updates
Join us at the Raleigh Deloitte office for a watch party featuring two national virtual sessions on the Tax Policy Landscape for 2025 and the Public Company Accounting Update. We will tune into each one-hour program together and then host a small roundtable discussion following the session to delve deeper into these critical topics. The event will conclude with a networking reception, providing an excellent opportunity to connect with local business peers and discuss insights gained from the sessions.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Year End Technical Update – Texas: A Back and Forth Discussion of Ethics for CPAs
A CPA is challenged in today’s work world to not only serve their client or employer, but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find themselves in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.
Four CPE credit hours will be granted based on a 50-minute hour in accordance with the standards of the Texas State Board of Public Accountancy.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
Securing the Future: Navigating Cybersecurity Challenges for Modern Businesses
Explore the critical impact of cybersecurity on modern businesses, emphasizing its importance in strategic planning and long-term resilience. This session will provide actionable insights and strategies that businesses can implement to navigate the evolving cybersecurity landscape. Following our session, we invite you to enjoy a networking reception with hors d'oeuvres and beverages to connect with your local business peers.
Disclaimer
This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health.
