San Antonio

Chapter Notes

Welcome San Antonio Chapter Members!

Join us for our Q2 meeting to learn how members have improved the efficiency and effectiveness of their close process by improving internal communications and leveraging technology. One CPE credit is available. The national broadcast will be hosted by the Salt Lake City chapter, but our local chapter meeting will include a delayed broadcast of the webcast on May 29th at Marathon's offices

After hearing their experience and perspectives, you 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
Panelists 
  • Trish Coughlin, Chief Accounting Officer, Cornerstone OnDemand
  • Eric Greene, Senior Manager of Technical Accounting and Financial Reporting, ZAGG 
  • Alexander Hume, Controller and Principal Accounting Officer, Zions Bancorporation
  • Jonathan Johnson, President, Medici Ventures, Inc.
Moderated by Steve Soter, Salt Lake City Advisory Chair
 
Additional Information

Please join us for the Q2 2019 meeting on Wednesday, May 29th. The meeting will be 1.5 hours with a 60 minute broadcast and 30 minutes of discussions/networking. Please register by Friday, May 24th so we can plan for your attendance. Lunch will be provided, courtesy of RGP, to enjoy while viewing the national broadcast. 

 
Meeting Location
Marathon Petroleum Corporation (formerly Andeavor)
19100 Ridgewood Parkway
San Antonio, TX 78259
 
Agenda
11:15 - 11:30 am   Arrivals and sign-in
11:30 - 12:30 pm   SEC Pro National broadcast (1.0 CPE Credit)
12:30 - 12:45 pm   Discussion and networking

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. 

 

Advisory Chairs

Aaron Bryant

Financial Consolidations and Reporting
Marathon Petroleum Corp
acbryant@marathonpetroleum.com

Teresa Sosse

Senior Manager, Financial Reporting
NuStar Energy L.P.
teresa.sosse@nustarenergy.com

Sponsors

Kristen Harris
RGP
+1 210-707-8173
John Beisty
Workiva
+1 281-574-6540
Heather Mares
Workiva
+1 832-368-4941
Hayden Swenholt
Workiva
+1 469-619-8761