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


Q2 2019 Quarterly Meeting: Month End Close

Join us for our Q2 meeting to learn how to improve the efficiency and effectiveness of the close process by improving internal communications and leveraging technology. One CPE credit is available.

After this meeting, you will be able to:

  • Identify pain points in your 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
  • Trish Coughlin, Chief Accounting Officer, Cornerstone onDemand
  • Eric Greene, Senior Manager of Technical Accounting and Financial Reporting, ZAGG
  • Alexander Hume, Corporate Controller, Zions Bancorporation
  • Jonathan Johnson, President, Medici Ventures, Inc.

Moderated by Steve Soter

The San Diego chapter will be hosted by fellow member Jessica Joelson, Associate Director, External Reporting & Accounting, AnaptysBio, Inc. at 10455 Pacific Center Court, Suite 200, San Diego, CA 92121. Networking and light breakfast will begin at 8:45 am PST, and the webcast will begin at 9:15 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