New York: Tri-State Area

Chapter Notes

Thank you to all those that joined us for a spectacular Q1 meeting! We hope you enjoyed meeting with our star-studded panel: Russ Golden, Jeanette Franzel, Leslie Seidman, and Bob Herz. Below are some pictures from the day—look at those views from the Morgan Stanley office! 
We hope to see you all at the Q2 meeting. 


(L to R) Camille Kearns Rudy, Bob Herz, Jeanette Franzel, Leslide Seidman, Russ Golden, Joe Howell, Ashley Atwood 

   

   

 


Thank you to our sponsors VRC and The Siegfried Group for sponsoring the New York City chapter of the SEC Professionals Group.

 

Sponsors Information

Intelligize
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, cviolante@intelligize.com or visit www.intelligize.com

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 www.siegfriedgroup.com or contact Sean Maffei, Associate Director, smaffei@siegfriedgroup.com.

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 www.valuationresearch.com or contact Ray Weisner, rweisner@valuationresearch.com or PJ Patel, PPATEL@valuationresearch.com.

Workiva
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 workiva.com or contact John Canale, john.canale@workiva.com.

 

Advisory Chairs

Kimberly Raba

Finance Manager
Benefit Street Partners
k.raba@benefitstreetpartners.com

Heather Slesinski

Group Controller
Blockchain
hslesinski@gpb-cap.com

Sponsors

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