San Francisco

Chapter Notes

Subject: Q3 2018 SEC PRO GROUP SF CHAPTER National Meeting

Hi All,

Just a reminder that the next SEC Pro Group local chapter meeting will be held on Thursday, September 20 2018 at Houlihan Lokey, CitiGroup Center, One Sansome Street, Suite 1700, SF, CA 94104.   

This quarters meeting will be 60 minutes and will discuss the reporting challenges and success factors associated with mergers and acquisitions. 

After this meeting, attendees will be able to explain how companies have successfully addressed real-world challenges during the M&A process, including:  

  • Effectively synchronizing two sets of accounting policies and procedures
  • Engaging with other departments, such as legal or tax
  • Experiencing the benefits and challenges M&As have on one’s career path

The national meeting will begin promptly at 9:15 AM PST. However, please plan to arrive by 9:00 AM for networking with your peers (one of the greatest benefits of participating in the Chapter) and light breakfast. Meeting attendees will earn 1 complimentary CPE credit. There is no cost to attend the meeting or receive CPE credit, so please invite your colleagues to join us.  

If you haven’t already, please register for the meeting and using the drop-down menu and select the San Francisco CHAPTER location.

This is a great way to get to know peers from various industries facing similar challenges to yours.    Looking forward to seeing you there!

Lisa and Ingrid




Advisory Chairs

Ingrid Ramos

SF Advisory Co-Chair
Resources Global Professionals

Lisa Gimbel

Senior Director, Technical Accounting & SEC Reporting


John McIntosh
Houlihan Lokey
+1 415-273-3644
Brian Smiley
+1 480-332-6291
Dick Thomas
+1 602-684-4471
Robert Nottoli
+1 312-523-8943