New York: Tri-State Area

Chapter Notes

Join us as the NYC chapter hosts the Q1 national meeting! The Q1 meeting will be broadcast live from Morgan Stanley's Times Square location. We hope to see everyone in-person for this star-studded meeting with the current FASB Chairman, 2 former FASB Chairs, and 1 former PCAOB Board Member.  

Morgan Stanley directions
1585 Broadway, between W 47th and W 48th
Check-in at the security desk (please bring a government issued photo ID)
Security will direct you to the correct elevator bank 

Lunch & networking 11:15am–noon
NYC chapter updates noon-12:15pm
National meeting 12:15–1:15pm
Additional networking 1:15–2pm 

Click "Learn More" button above to register!
Thank you to our sponsors VRC and The Siegfried Group for sponsoring the New York City chapter of the SEC Professionals Group and for providing lunch for the meeting. 


Sponsors Information

Intelligize is a leading provider of Web-based tools that help corporations, accounting firms and law firms more efficiently research, prepare and draft SEC filings, corporate transactions and various agreements within a fast-changing regulatory environment. Through powerful search, filter, compare and analyze capabilities, its suite of applications is designed to help customers cut down on the amount of time and effort it takes to move through the SEC compliance and review process. Headquartered in New York, Intelligize is trusted by the SEC itself, Fortune 500 companies, such as Chevron, GE, IBM, Microsoft, and Wal-Mart, as well as the majority of top global accounting and law firms. For more information please contact Cassandra Violante, or visit

The Siegfried Group, LLP
Established in 1988, The Siegfried Group, LLP is a leading national CPA firm that delivers a full range of Accounting Resource Services to major public companies and other large organizations (including two Big Four firms). The Siegfried Group is the only national CPA firm dedicated exclusively to providing Fortune 1000 clients with ready access to full-time, career-focused, consultant-quality accounting and financial professionals to assist with critical projects. For more information about The Siegfried Group, please visit or contact Sean Maffei, Associate Director,

Valuation Research Corporation
Valuation Research Corporation (VRC) is an independent firm that has been providing valuations to the U.S. and international business communities for more than 40 years. Our core services include financial opinions with respect to valuation, solvency, capital adequacy and fairness in connection with mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, financings, and financial and tax reporting matters. Our in-house valuation capabilities include businesses, equity and debt securities, loans, derivative instruments, structured products, intangible assets, fixed assets and real estate. For more information about VRC, please visit or contact Ray Weisner, or PJ Patel,

Workiva (NYSE:WK) created Wdesk, a cloud-based productivity platform for enterprises to collect, link, report, and analyze business data with control and accountability. Thousands of organizations, including over 65% of the 500 largest U.S. corporations by total revenue, use Wdesk. For more information, visit or contact John Canale,


Advisory Chairs

Kimberly Raba

Finance Manager
Benefit Street Partners


Sean Maffei
The Siegfried Group
+1 347-452-6829
Thomas Schneiders
+1 267-606-3826
Cassandra Violante
Intelligize, Inc.
+1 917-261-2064
Ray Weisner
+1 917-338-5617
PJ Patel
+1 609-243-7030
Jonathan Adelson
Valuation Research Corporation (VRC)
Jo Goode
+1 917-242-2282
Vincent Nguyen
+1 949-705-9562