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How to Read Financial Statements 2019


Speaker(s): George M. Wilson, MBA, CPA, Mose (Chad) Rucker III, Taryn M. Bostjancic
Recorded on: Mar. 29, 2019
PLI Program #: 253582

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.


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.


Taryn M. Bostjancic is a partner based in Withum's East Brunswick office with over 25 years of public accounting experience. She is a certified public accountant in the states of New Jersey and Michigan. Taryn specializes in accounting, auditing and consulting services for clients in the life science, pharmaceutical, manufacturing, software, technology, and service industries. Taryn serves as the Practice Leader for the Firm’s Life Sciences Service Group. In addition, Taryn provides both consulting and auditing services to the firm’s SEC clients and serves as the Firm’s Team Leader for the SEC Compliance and Reporting niche.

Within the Firm, Taryn is also a founding members of the Firm's Women’s Leadership Development Initiative which was recently rebranded as WOW - Women of Withum. Wow's mission is to attract, retain and advance women leaders in the Firm.

Taryn is a revered mentor and friend to many team members at Withum. She is also an active member of the Middlesex Regional Chamber of Commerce and serves as Chair of the Chamber’s Women in Business Committee.

Taryn is a graduate of The College of New Jersey, where she earned her Bachelor of Science degree in accounting. She is a member of the American Institute of Certified Public Accountants (AICPA) and New Jersey Society of Certified Public Accountants (NJSCPA).

Taryn was named to NJBIZ’s “Forty Under 40” and “Best 50 Women in Business” lists recognizing her for her commitment to business growth, professional excellence and involvement in the community. Taryn also received the Greater Media 98.3 Women in Business 2011, Women in the Workplace Award and a 2014 Salute to the Policy Makers Award from Executive Women of New Jersey for her continued dedication to the advocacy and support of women in the workplace. For her constant commitment to service and giving back to the community, she was named a Community Leader of Distinction by the Middlesex County Regional Chamber of Commerce in 2015.

Taryn is a resident of Middlesex County, NJ.