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SEC Reporting Skills Workshop for Financial Professionals 2019

 
Author(s): Bob Laux, Cheryl L. Linthicum, Lawrence Shapiro, George M. Wilson
Practice Area: Accounting
Published: Mar 2019
ISBN: N/A
PLI Item #: 253149

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.

 

Bob’s external corporate reporting related activities include:

  • Member of the Institute of Management Accountants (IMA) Board of Directors
  • Member of the American Accounting Association (AAA) Audit Committee
  • Member of the AAA’s Finance Committee, 2014-2017
  • Member of the International Accounting Standards Board (IASB) Global Preparers Forum, 2007-2017
  • Member of the IASB’s XBRL Advisory Council, 2009-2013
  • Member of the AICPA’s Board of Directors, 2008-2010
  • Member of the Center for Audit Quality SEC Regulations Committee, 2006-2009
  • Member of the AICPA’s Accounting Standards Executive Committee, 2001-2004


Cheryl is Professor of Accounting and former 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, including SEC comment letters and IFRS reporting.  Her publications appear in Review of Accounting Studies, 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.


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.


George M. Wilson, MBA, CPA

Director
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.