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George M. Wilson George M. Wilson, MBA, CPA Director gwilson@pli.edu; T: 646-734-1848

As a Director of the SEC Institute Division of PLI, George teaches workshops dealing with a variety of SEC and FASB related topics. He developed the Institute’s initial “Advanced Accounting and Reporting for SEC Professionals” workshop, as well as workshops in a variety of technical areas including “Accounting for Derivative Instruments and Hedging Activities,” and SOX 404 ICFR audits. Before joining the SEC Institute, George was an Assistant Professor in the Department of Accounting at the University of Saint Thomas in Saint Paul, MN. He was director of the University's Accounting MBA program and also taught in the undergraduate accounting department. He has received the AICPA's Outstanding Discussion Leader Award and the Minnesota State Society's R. Glenn Berryman Award. George also served as Senior Vice President, Operations of Security Financial, where he managed the organization's initial public offering, and as a senior manager with KPMG.





Carol A. Stacey Carol A. Stacey, MSA, CPA Director cstacey@pli.edu; T: 646-734-1652

Carol is a Director with The SEC Institute and is responsible for conducting seminars on various reporting and financial accounting topics. She created the SEC Institute's programs IFRS Conference: Today’s Landscape …Tomorrow’s Challenge and Accounting for Business Combinations. Carol was the Chief Accountant of the Division of Corporation Finance at the U.S. Securities and Exchange Commission, an appointment she held for over five years beginning in February 2002.

Carol began her SEC career in 1996 and her other roles included Deputy Chief Accountant, Associate Chief Accountant, Assistant Chief Accountant, and Staff Accountant. Before joining the Commission, Carol worked for an SEC registrant in various capacities, including Director of Financial Reporting and Divisional Controller. Prior to that, Carol was an auditor in the Boston office of PricewaterhouseCoopers.





Cheryl L. Linthicum Cheryl L. Linthicum, PhD, CPA, CMA Instructor

Cheryl is Professor of Accounting and Associate Dean, College of Business at the University of Texas, San Antonio. She served as Academic Fellow at the U.S. SEC in 2005-2006 in the Office of the Chief accountant, and in 2007-2008 at the Division of Corporation Finance, where she participated in IFRS filing reviews and led staff training. She teaches financial and international accounting at the undergraduate, executive MBA and PhD levels and has been honored with college level and university-wide teaching awards.

Her research interests include the application of International Financial Reporting Standards (IFRS) and SEC reporting issues. Her publications appear in Journal of International Accounting Research, Accounting Horizons, Journal of Accounting and Public Policy, Journal of International Financial Management and Accounting, CPA Journal, Strategic Finance, and the Multinational Business Review. Cheryl is the past President of the International Accounting Section of the American Accounting Association.





Reed Wilson Reed Wilson, CPA, CMA Instructor

Reed is a technical accounting and SEC reporting consultant with over 36 years of accounting policy, internal audit and SEC reporting experience with Exxon Mobil Corporation. Since retiring from ExxonMobil in 2010, Reed has provided consulting services for public and private clients on business combinations, joint venture formations, and various technical accounting issues. Reed has conducted the SEC Institute’s 10-K in depth workshop since 2011 and is the co-author for the case study.

At ExxonMobil, Reed was the senior accounting policy advisor responsible for developing and implementing corporate accounting policy, reviewing material business transactions, and preparing SEC filings. Reed was a member of the IASB Global Preparers’ Forum, the Accounting Committee of the American Petroleum Institute, and the European Oil and Gas Committee, where he participated in preparer advocacy efforts related to regulatory initiatives. He remains an active member on the Financial Executives International (FEI) Committee on Corporate Reporting (CCR).  Reed has a B.S. in mechanical engineering from Rice University and a degree in economics.






For more information contact the SEC Institute at T:(888) 212-2010 E: Secinstitute@pli.edu

The SEC Institute is not affiliated with the U.S. Securities and Exchange Commission.


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