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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.





Bob Laux Bob Laux Associate Director blaux@pli.edu; T: 347.554.1462

Bob Laux is an Associate Director at the SEC Institute, a Division of Practising Law Institute, and is responsible for conducting programs on various reporting and financial accounting topics. Bob is also the North American Lead for the International Integrated Reporting Council (IIRC). The IIRC is a global coalition of regulators, investors, companies, standard setters, the accounting profession and NGOs promoting communication about value creation as the next step in the evolution of corporate reporting. Previously, Bob spent 16 years at Microsoft Corporation, most recently as the Treasury Controller. Prior to joining Microsoft in 2000, Bob was an Industry Fellow at the Financial Accounting Standards Board (FASB) where he was responsible for coordinating the activities of the Emerging Issues Task Force. Prior to joining the FASB, Bob spent eight years at General Motors





Richard Alven Richard Alven Instructor

During his 35 year career at ExxonMobil, Rich worked in a variety of accounting and financial reporting positions. He spent a third of his career in accounting policy. As a corporate senior accounting policy advisor, his responsibilities included: reviewing material business transactions; developing, implementing and advising on corporate accounting policy; coordinating SOX activities; reviewing the impact of proposed and new accounting standards; and preparing SEC filings. Throughout his career he had the opportunity to conduct training on topics such as business practices, internal controls, fair value, derivatives and oil and gas accounting practices.

Rich also participated in several Financial Executives International work groups including the COSO 2013 Internal Control-Integrated Framework. In 2012-13, as part of the Accounting Subcommittee of the American Petroleum Institute, he modeled the impact of the proposed Lease Exposure Draft on Upstream Oil and Gas companies and participated in an API presentation to the FASB. Rich has a BBA and MBA from the University of Texas at Austin.





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.





Ronald W. Maples Ronald W. Maples Instructor

As Managing Director of Maple Tree Accounting, Ron has helped companies implement revenue recognition software and provided technical guidance on complex accounting issues and financial system configurations. Most recently he has focused on ASC 606 assessments and implementation services, providing clients with analysis of current and future state assessments and recommendations for system and process changes to accurately apply the standard.

Ron has in-depth experiences in technical accounting issues derived from years working in public accounting, industry and the Financial Accounting Standards Board. From 2006 to 2008, he was a Technical Fellow of the FASB, working on accounting standards and technical application and implementation activities for the Emerging Issues Task Force. Prior to his time at the FASB, Ron spent over 18 years in public accounting.





Jarrod Rhen Jarrod Rhen Instructor

Jarrod Rhen is a partner based out of WithumSmith+Brown’s Princeton, New Jersey Office. With more than 12 years of professional experience, Jarrod focuses on the technology, and life science industries. His experience includes the execution of attest engagements as well as non-attest engagements to advise companies on complex accounting and financial reporting matters. He often assists clients with complex financing transactions, application of revenue recognition standards, business combinations and asset impairments.

A graduate from Millersville University, Jarrod earned his BS degree in accounting and finance. He is a member of the New Jersey Technology Council (NJTC), Association for Corporate Growth, Inc. (ACG) Philadelphia chapter, Philadelphia Alliance for Capital and Technologies (PACT), BioNJ, PA Life Science, American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJCPA).

Jarrod has authored numerous articles on a variety of topics and is often asked to speak and serve on panels covering a diverse array of industry topics and developments. Jarrod resides in Bucks County, PA.





Larry Shapiro Larry Shapiro Instructor

Larry worked in public accounting for 45 years with large, international accounting firms. After 25 years at BDO USA, LLP, Larry retired as a partner in June 2016. He currently consults with the firm, working on various technical projects including reviews of SEC filings, technical consultations and conducting training sessions for BDO personnel. For most of his career Larry worked primarily with public company clients as engagement partner, EQR partner or SEC reviewing partner. He has extensive experience with all types of SEC filings, including IPOs; his clients covered most industries and ranged from startup ventures to multi-national, multi-billion dollar companies.

In addition to serving clients, Larry served in various regional and national positions at BDO. Larry was the Regional Technical Director for offices in the Northeast and Mid-Atlantic regions, where he was responsible for technical consultations and risk management matters in offices from North Carolina to Massachusetts. He also was a member of the National Accounting Department at BDO, as well as the National SEC Department. Finally, for over 15 years, Larry served as the National Independence Director for BDO, where he oversaw a department of 7 people and established independence and ethics policies for the firm and monitored compliance therewith.

 



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 January 2011, Reed has provided consulting guidance to public and private companies 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 also conducts the Lease Accounting Workshop.  He has presented on technical accounting panels for Financial Executives International (FEI) and the SEC Institute.  He was a moderator at FEI’s 2016 Pacesetters in Financial Reporting Conference hosted by Pace University in association with FEI and EY.  He is an advisory member of FEI’s Committee on Corporate Reporting, which monitors and responds to issues relating to accounting, auditing, and external reporting.

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. 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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