Professional Highlights:

Filed over 70 SEC reports (including XBRL) and responded to eight SEC comment letters.
Managed stock compensation: forecasting, administration, accounting, tax, and EPS calculation.
Managed mergers & acquisitions and purchase accounting.
Planned, managed, and implemented all aspects of SOX 404 compliance.
Managed international consolidation and implemented FX forward contracts and cash flow hedging.
Implemented interest rate swap and fair value hedging.
Managed consolidation and de-consolidation of variable interest entities.
Implemented the most recent GAAP standards and SEC promulgation ASC 606 and ASC  842.
Prepared for IPO and spin-off and filed Forms 10, S-1 and S-4.
​Published over 70 manuscripts in The CPA Journal and Today’s CPA on contemporary accounting subjects.                         

Professional Employment:

He started his career in public accounting with Arthur Andersen and has had managerial and executive financial positions with several publicly held Silicon Valley companies in the Bay Area.

Academic Work:

He has been an adjunct lecturer and professor of accounting at Golden Gate University, San Francisco State University,  Santa Clara University, and Lorman Institute. 

The CPA Journal technical peer reviewer.

Publications:
​
He has  published over 70 manuscripts on contemporary accounting issues in the following publications:

​The CPA Journal (the New York Society of CPAs publication)
Today's CPA (the Texas Society of CPAs publication)
CPA Focus (the Oklahoma Society of CPAs publication)
California CPA (the California Society of CPAs publication)
Tennessee CPA Journal (the Tennessee Society of CPAs Publication)

Education:

CPA Certificate (in good standing)                  Texas State Board of Public Accountancy  (license no.   040931)
M.S. and B.S.                                                                        Accounting                Oklahoma State University - Stillwater, Oklahoma

B.A. (graduated with honor Cum Laude)   Philosophy                  San Francisco State University - San Francisco, California
M.A.                                                                                           Philosophy                  San Francisco State University - San Francisco, California
Ph. D. (Candidate)                                                          Philosophy                  California Institute of Integral Studies - San Francisco, California   

A.A.                                                                                            Liberal Arts                 College of San Mateo - San Mateo, California             

Master thesis             File         (Click to open the PDF)

Speaking Engagements:

Pushdown Accounting                                   August,  2022                                 Lorman Institute

Debt and Equity Accounting                     June,  2023                                       Lorman Institute
https://www.lorman.com/training/tax/basics-of-accounting-for-debt-and-equity-instruments

Pushdown Accounting                                  August, 2023                                   Lorman Institute                                 
https://www.lorman.com/training/tax/fasb-s-new-rules-for-pushdown-accounting-in-2015
​

Affiliations:

Member of the American Institute of Certified Public Accountants and California and Texas Societies of CPAs.