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How to Read Financial Statements 2018

Speaker(s): George M. Wilson, Kirsten Schofield, Mose (Chad) Rucker III
Recorded on: Apr. 9, 2018
PLI Program #: 221069

George M. Wilson, MBA, CPA

SEC Institute, a Division of PLI


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.

Kirsten Schofield is a partner in PwC’s Private Company Services practice in the New York Region. She has over 25 years of experience with the firm and has been a partner for 14 years.

Throughout her career, Kirsten has worked extensively with non-public companies. Her clients include family-owned businesses, US subsidiaries of foreign companies, and portfolio companies of private equity firms. She is keenly aware of the unique needs and challenges facing private enterprises.

Kirsten has served a broad range of companies, from mid-sized to some of the Firm’s larger and more complex private companies, many of which have grown rapidly through acquisitions. Her clients are in a range of industries, including manufacturing, distribution, retail and services. She has an enthusiastic and entrepreneurial style, and her experience includes advising clients on business, accounting and reporting issues, as well as internal controls. She has also interacted extensively with PwC’s global network, supporting PwC’s parent company engagement teams across the world.

Kirsten has also served as a partner in the firm’s National Professional Services Group, working on the Accounting Services team. In the National Office, her role on the Accounting Services team included following accounting and reporting developments impacting private companies, authoring the firm’s publication, Private Company Reporter, and consulting on income tax accounting matters.

Mose (Chad) Rucker III is a Managing Director at Valuation Research Corporation (“VRC”).  Mr. Rucker heads VRC’s New York fairness opinion and solvency practice where he provides financial advisory services to leading private equity firms (such as Apollo Capital Management, the Carlyle Group, Warburg Pincus), family offices and founder-led companies.  Mr. Rucker has provided advisory services on over $250 billion of financial transactions.  Prior to joining Valuation Research Corporation, Mr. Rucker was a vice president of investment banking in the global power group at Citigroup in New York.  Mr. Rucker also served as a principal at Rucker Capital Advisors, LLC a private merchant bank that provides funding to venture stage and distressed companies.

Mr. Rucker earned a juris doctor from New York University School of Law, a Masters of Business Administration with a concentration in Finance from New York University’s Leonard N. Stern School of Business, and a Bachelor’s degree in Finance and Economics from Augusta State University.