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Practical Insights into Financial Reporting: Executive Practitioner Seminar

MULT-UB.0152.01 [C70.0152.01]

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Bio Overview Design Help Prerequisites Materials Assignments Grading Schedule

Overview

This course counts towards the accounting major at Stern.

 

Many Stern students are involved in some aspects of finance after they graduate. Therefore, having a good understanding of the practical aspects of financial reporting and analysis is crucial to finding a job and having a successful career. These practical aspects cannot be communicated in a traditional classroom setting; their understanding requires presentations by and in-depth discussions with industry professionals. Our New York City location gives us an unparalleled access to such professionals. The course offers a unique opportunity to interact with them.

Design

This is a new course designed to provide practical insights into the following aspects of financial reporting:

Prerequisites

Help and Office

Materials

Grading

Students will be evaluated as follows:

Schedule: From 2014 Spring

Class Topic
Jan 28
  • Course introduction; readings and cases on financial reporting
Feb 4
  • An in-depth look at the financial reporting process
  • Phil Ryan, Chairman of the Swiss Re America Holding Corporation Board
  • Former Chief Financial Officer of Credit Suisse Group and Member of the Executive Board, Chairman of the Financial Institutions Group at Credit Suisse
  • Former Chief Financial Officer of Power Financial and Power Corporation of Canada
Feb 11
  • How do equity research analysts use financial reports and talk to the CFOs
  • Jason Feldman, Analyst at UBS.
Feb 18
  • How lenders use financial reports and make credit decisions
Feb 25
  • How do equity investors use financial reports
  • R. Radhakrishna, Managing Partner, FAV Partners
Mar 4
  • What do CFOs do; what challenges do they face in communicating their financial performance to outsiders
  • Phil Ryan: See details above.
Mar 11
  • What do audit partners do; what challenges do they face in attesting financial reports
  • Mike Kraehnke, Partner, KPMG
Mar 25
  • What do controllers do; how do they ensure the integrity of financial records and financial reporting
  • Paul O’Keefe (Americas Head of Financial Accounting) and Rhoda Dhar (Americas Head of Accounting Policy) at Credit Suisse
Apr 1
Apr 8
  • Phil Ryan: Performance measurement
Apr 15
  • Financial reporting systems
  • Umesh Patel, MD and Head of Financial Reporting Operations for Citi
Apr 22
  • How do investment bankers use financial reports

  • Glenn Crafford former Deutsche Bank M&A MD
Apr 29
  • Forensic accounting and quality of earnings analysis
  • Dan Gode
May 6
  • Bringing together the lessons learned

 

Speaker Bios

Paul J. O'Keefe

Paul J. O'Keefe is a Managing Director of Credit Suisse and Americas Regional Head of Financial Accounting, based in New York. Mr. O'Keefe joined Credit Suisse First Boston in November 2000 from DLJ where he was a Senior Vice President in Institutional Equities. Prior to that, Mr. O'Keefe worked at both Salomon Brothers Inc and ING for 12 years where he held a number of controllership functions. Mr. O'Keefe holds both a B.S. and M.B.A. in Accounting from St. John's University.

Rhoda Dhar

Rhoda Dhar is a Director at Credit Suisse in the Accounting Policy Group. She joined Credit Suisse in London in June of 2004. She assisted with the IFRS implementation for both European and Asian entities and general US GAAP technical support for all areas of the Bank. Rhoda transferred to Credit Suisse NY in 2006 and is currently the Americas Head of the Accounting Policy and Assurance Group. Prior to joining Credit Suisse, Rhoda was at PricewaterhouseCoopers. She ran a team of financial instruments experts in PwC’s Transaction Services group which mainly focused on assisting clients with accounting issues on topic areas related to financial instruments, sale accounting and consolidation under both US GAAP and IFRS. In addition to this function, Rhoda’s role included assisting foreign registrants with SEC registration statements which included preparation of initial filings and 20-F related matters for US GAAP and SEC reporting concerns. She also worked on significant large IFRS conversion projects during the European Union conversion to IFRS from local EU GAAP reporting.

Wayne Robinson

CPA, MT, Tax Engagement Partner, Industry Services Group - New York, NY


Wayne Robinson is a New York Metro based tax partner with more than 31 years of tax and financial reporting experience, providing tax advice, consulting services and tax provision services to multinational clients including: AT&T, Avaya, CA, Diageo, Emcor, Hexcel, Pepsi Bottling Group, SPX, and Verizon. Wayne serves on the PwC National Quality Review panel on section 199 technical issues. Lead tax brainstorming sessions to identify solutions to technical issues for clients in the NY metro area, and serve as the leader of staff technical training for the NY office. Since moving to New York Metro in 2005, Wayne has served as the primary tax engagement partner for a number of audit clients including, Avaya, Dover, Cengage Learning, Hexcel, and Yellowbook.

Wayne is a CPA and earned both a B.S. in accounting and Master of Taxation from the University of Akron in Akron, Ohio.