Salt Lake City

Chapter Notes

Welcome to the Salt Lake City Chapter!

Click here to register for the Q2 Meeting!

We are lucky and fortunate to be hosting the SEC Professionals National meeting for Q2 2019; has gladly volunteered to host the meeting, and it should be fun to showcase ourselves and our chapter to the entire nation of SEC Professionals! See below for a description of the meeting:

The struggle to achieve both speed and accuracy in the financial close process can be challenging. Major stakeholders want the information as fast as possible, but they also need data they can trust. Those working on the close may feel as if they're in a catch-22: pushed to work faster, but with no errors. During this meeting, members will share how they improved the efficiency and effectiveness of their close process by improving internal communications and leveraging technology.

After this meeting, attendees will be able to:

  • Identify pain points in their financial close process
  • Explain tactics or methods other members used to improve their financial close process
  • Determine ways to leverage technology to simplify and expedite the financial close process
  • Develop performance metrics to evaluate your close process

One CPE credit will be offered, compliments of Workiva, our national sponsor. Please invite your colleagues to join us—the content will be especially valuable for your colleagues involved in the financial close."

We look forward to seeing everyone; since this meeting is the National meeting, we will not do a delayed broadcast (like we normally do), but will instead be holding the meeting live from! To access the building, park in the parking garage or surface parking lot, located East of the Coliseum, on the corner of Coliseum Way and 700 West. From the parking lot, walk West across the campus to North Entrance doors, once inside, follow the event signage.

Thanks everyone--

SLC Advisory Chairs

Advisory Chairs

Steve Soter

Vice President of Finance
N. Gregory Soter Family LLC

Todd Loosle

SEC Reporting Manager

Dave Potter

Director of Technical Accounting
Lucid Software Inc.

Eric Greene

Senior Manager, Technical Accounting and Financial Reporting

Courtney Anderson

Accounting Manager
Providence Group

Philip Smith

Sr. Director of SEC Reporting


Jay Geiger
+1 720-904-8573
Chris Nault
+1 715-690-2633
Todd Floyd
+1 206-795-6040
Bobby Welch
+1 201-274-6848
Cindy Zarlengo
+1 720-904-8577