San Diego

Chapter Notes

Welcome to the San Diego Chapter of the SEC Professionals Group!

As the Advisory Chair for the San Diego Chapter, I look forward to connecting with peers in our unique field of financial reporting. With continuous change in complex areas, such as revenue recogntion, financial systems and iXBRL, the power of sharing ideas and learning from each other becomes more and more valuable. The SEC Professionals Group gives us a unique opportunity to do just that. I hope that you’ll enjoy and benefit from getting to know your colleagues here in San Diego, as well as across the country.

This website is a good place to learn about the local meetings, connect with each other, and make suggestions for future meeting topics. We rotate the location of the local meetings and are always looking for members who would like to host, so please let me know if you are interested.

I hope you will plan to join us at our upcoming meeting. See below for more details.

Joyce Ford
San Diego Advisory Chair
SEC Professionals Group


Q3 2018 National Meeting

Date:        Thursday, September 20
Time:       11:00 a.m. - 12:00 p.m. CT (9:00 a.m. - 10:00 a.m. PT)
Location:  Nashville Chapter will be hosting the Q3 meeting from the Workiva User Conference
CPE:          1 CPE credit

Topic: Mergers & Acquisitions 
Learn from a panel of your peers as they discuss the reporting challenges and success factors associated with mergers and acquisitions.

After this meeting, attendees will be able to:

  • List the key tasks to complete during the M&A process
  • Explain how to effectively sync two sets of accounting policies and procedures
  • Describe how other departments, such as legal or tax, will play a role in M&As
  • Assess how an M&A might affect your career path


  • Angela Hoke, Director of SEC and Financial Reporting, Delek US Holdings
  • Angela Pruitt, Vice President Tax, Delek US Holdings
  • Jeff McInturff, Vice President, Accounting and Financial Reporting, Community Health Systems
  • PJ Patel, Co-CEO and Senior Managing Director, Valuation Research Corporation (VRC)

The San Diego chapter will meet at Qualcomm, 5775 Morehouse Drive, San Diego, CA 92121 (Building N).  Visitor parking is in the parking garage to the right of the Security Booth as you enter the campus, along Morehouse Drive or across the street.  Guest sign-in will be in the Building N lobby.

Networking and light breakfast will begin at 8:30 am, and the webcast will begin at 9:00 am Pacific Time.  After the broadcast, we can hold our own roundtable discussion where we can share what we’ve learned from the panel. Please take this opportunity to network and engage with your peers.

Advisory Chairs

Joyce Ford

Director - Accounting
Thermo Fisher Scientific


Brandy Sloaterman
+1 858-642-0000
Brian Smiley
+1 480-332-6291
Dick Thomas
+1 602-684-4471
Ken Ouderkirk
+1 503-997-4263