FAS 123R Best Practices for Rock Solid Year-End Reporting: How to Prepare for Your Upcoming Equity Compensation Audit Before It’s Too Late
Presenters:
Daniel P. DeVasto
President and Chief Executive Officer
Wolf & Company
Dan DeVasto is President and CEO of Wolf & Company, a leading certified public accounting and business consulting firm based in Massachusetts and has over thirty years of experience as a Certified Public Accountant. Dan provides audit and advisory services to both privately-held and publicly-traded companies in numerous industries. Dan's significant advisory experience includes expansions through acquisitions and mergers, and downsizing, disposition or succession strategies. He has assisted business owners and managers in their analysis and understanding of financial performance and diagnosed profit improvement strategies. Dan is a frequent speaker on financial management topics to various trade associations and business groups.
Amy Yamashiro
Principal
Yamashiro Consulting
Amy is a Certified Equity Professional providing independent consulting services in stock plan administration. She began working in stock plan administration in 1997 as an in-house administrator and has private company, IPO, and public company experience. Amy received her B.A. from Wellesley College and is the author of The Stock Administration Book (NCEO: 2005). Her memberships include the National Association of Stock Plan Professionals (NASPP), the National Center for Employee Ownership (NCEO), and the Certified Equity Professional Institute (CEPI) Society.
Michelle Murcia
Director, Corporate Financial Services
Battelle
Michelle has been involved in the field of equity compensation for more than 10 years, designing and implementing programs for publicly and privately held companies and non-profit entities. She has an B.S. in Business Administration for California State University, San Marcos, an M.B.A. from The Ohio State University, is a Certified Public Accountant, and a Certified Equity Professional. Memberships include the NASPP, NCEO, SHRM, the CEP Society, the AICPA and Ohio Society of Certified Public Accountants.
Gary D. Levine
President and CEO
Two Step Software, Inc.
Gary founded Two Step in 1995 following the sale of the international software company Pilot Software, Inc. where he was its General Counsel. Before Pilot, Mr. Levine was a corporate and securities attorney at Hutchins & Wheeler, prior to the 2003 merger with Nixon Peabody, and specialized in private equity and venture capital work. Mr. Levine graduated from Boston College Law School and the MIT Sloan School of Management with a concentration in Finance. He has authored numerous articles, is a frequent speaker on corporate governance and capitalization management, and is also the author of the popular blog Capitalization Matters.