C. Amble is the President of JCA Consulting, LLC. Previously, she worked as the
executive vice president and principal accounting officer for American Express.
She also served in several roles at General Electric, including vice president
and chief accounting officer of GE Financial Services. Ms. Amble serves as an
audit committee member for Booz Allen Hamilton and the audit committee chair
for Sirius XM Radio and Brown-Forman. She previously served on the Financial
Accounting Standards Advisory Council for the Financial Accounting Standards
Walton T. Conn, Jr., is a partner and Global Head of Audit Methodology and Implementation at KPMG. He leads the firm’s Global Services Centre, which develops and maintains audit methodology, guidance, tools, and training for KPMG member firms’ audit teams. Mr. Conn served as Vice President–Practice for the Auditing Section of the American Accounting Association from 2010 to 2012 and was on the Auditing Standards Board of the American Institute of Certified Public Accountants from 2006 to 2009.
James D. Cox researches and teaches securities regulation and corporate law as the Brainerd Currie Professor of Law at Duke University Law School. Professor Cox has taught at Duke for more than 30 years and also at the University of California’s Hastings College of the Law, Stanford Law School, and at the University of San Francisco’s School of Law. Professor Cox has authored numerous articles and books addressing a wide range of corporate, securities, and accounting topics. He also has provided testimony at several congressional hearings and, in 2008, before the U.S. Treasury Department’s Advisory Committee on the Auditing Profession. Professor Cox served on the New York Stock Exchange’s Legal Advisory Committee and the Legal Advisory Board of the National Association of Securities Dealers, now known as the Financial Industry Regulatory Authority.
Charles M. Elson is Director of the John L. Weinberg Center for Corporate Governance at the University of Delaware. He also is “of counsel” to the law firm of Holland & Knight. Previously, he was a professor at Stetson University College of Law. In addition to leading and presenting at various corporate compensation and governance panels and conferences, Mr. Elson has authored numerous academic papers on corporate governance. Currently, he serves on the National Association of Corporate Directors’ Advisory Council, is a board member of HealthSouth, and serves as a director for several not-for-profit groups.
As Managing Partner for Assurance Quality at PwC, Michael J. Gallagher supervises national office efforts in the areas of accounting services, U.S. Securities and Exchange Commission services, risk management, strategic thought leadership, auditing services, and audit methodology. Mr. Gallagher also is responsible for PwC’s audit transformation program, learning and development, and regulatory relations and inspections groups. He has more than 28 years of public accounting experience and previously served as PwC’s U.S. Chief Accountant, U.S. Risk Management Leader, and a member of its U.S. Board of Partners and Principals. Mr. Gallagher currently serves as the Chair of the Center for Audit Quality’s Professional Practice Executive Committee.
K. Garmong is the partner in charge of the Regulatory Competency Center at
Crowe Horwath, and mainly focuses on practice matters related to the U.S.
Securities and Exchange Commission and similar regulators. She also manages the
accounting, financial reporting, and regulatory issues that affect financial
institutions. In addition, she is the chair of the American Institute of
Certified Public Accountants' Depository Institutions Expert Panel. Prior to
joining Crowe Horwath, Ms. Garmong worked as a senior manager with the
professional standards and services division at the AICPA.
A. Goldman is the chief financial officer of Yahoo!, where he is responsible
for its global finance functions, including financial planning and analysis,
controllership, tax treasury, and investor relations. Prior to joining Yahoo,
he served as the chief financial officer of Fortinet. Earlier, he served as the
senior vice president of Finance and Administration and the chief financial
officer of Siebel Systems, Inc. Mr. Goldman was a member of the Treasury
Advisory Committee on the Auditing Profession and on the Financial Accounting
Standards Board's Financial Accounting Standards Advisory Council.
Jane Hamblen serves as chief legal counsel of the State of Wisconsin Investment
Board (SWIB), the investment manager for Wisconsin's public pension fund, with
more than $100 billion in assets under management. Ms. Hamblen oversees the legal
and compliance functions of SWIB's business, which relate to SWIB's investments
in public and private markets, corporate governance and ethics. Before joining SWIB, Ms. Hamblen was the Assistant
Attorney General for Investments and Employee Benefits with the Wisconsin
Department of Justice, where she represented the state's public pension
fund. Earlier in her career, she was a
partner in a large law firm in New York City, specializing in financial
transactions and securities law. She is a member of the board of the Council
of Institutional Investors and a member of the National Association of Public
Joseph is the managing director of the accounting and governance specialist
group for Standard & Poor's Rating Services. In her role, she ensures that
pertinent issues—including emerging accounting, financial reporting, and
governance matters—are identified and addressed in the company's ratings
analysis, criteria, external commentaries, and research. Previously, she was a
vice president for J. P. Morgan Chase. Joyce began her career as an auditor at KPMG LLP. She was a member of the
Investor Advisory Committee for the Financial Accounting Standards Board.
David Kane is the Americas
vice chair of Assurance Professional Practice at Ernst & Young, where he
manages the national office's accounting, auditing, and U.S. Securities
Exchange Commission (SEC) reporting functions; he also supervises the quality-
and risk-management activities of the firm's assurance practice. Mr. Kane is a
member of the Center for Audit Quality's Professional Practice Executive
Committee. He has more than 23 years of public accounting experience. Prior to
becoming a partner in 2002, Mr. Kane served a twenty-four month appointment as
a professional accounting fellow in the Office of the Chief Accountant at the
G. Lewis is the chief executive officer and founder of Lewis Corporate
Advisors, where she guides New York Stock Exchange-listed companies through
their rating agency processes. Prior to that, she was the executive vice
president and chief financial officer of Washington Real Estate Investment
Trust. Ms. Lewis currently serves on the Board of Directors for Plum Creek
Timber, PS Business Parks, Sun Life Financial and Adamas Pharmaceuticals. Ms.
Lewis is a member of the Corporate Governance Working Group for the U.S. Chamber
of Commerce's Center for Capital Markets Competitiveness.
Lukomnik is the executive director of the Investor Responsibility Research
Center Institute, a nonprofit organization committed to research on the
environment, social issues, and corporate governance. He also is a managing
partner for Sinclair Capital, LLC, which advises the investment management
industry, corporations, and institutional investors. He is a cofounder of both
Governance Metrics International and the International Corporate Governance
Network, and he helped to establish the Council of Institutional Investors. He
has served on the International Advisory Board for Euronext and as the only
non-lawyer on the New York City Bar Association's Committee on Corporate Law.
Elizabeth F. Mooney is an analyst at Capital Group, with global accounting research responsibilities. She has 23 years of investment industry experience and has been with Capital Group for ten years. Prior to joining Capital, she was a consumer industry analyst and then a portfolio manager for private clients and institutions with RCM Capital Management. Before that, Ms. Mooney worked at Deloitte & Touche, LLP. She is a member of CFA Institute’s Corporate Disclosure Policy Council and the CFA Society of San Francisco.
is director of Stewardship and Reporting for the Investment Management
Association, the representative body for the UK asset management industry which
has nearly £5 trillion under management globally. She is responsible for policy issues around stewardship,
reporting, audit and risk as they impact institutional investors in
companies. She also serves on the United
Kingdom's Financial Reporting Council's Accounting Council and Codes and
Standards Committee, the FTSE Policy Group, and is chair of the International
Corporate Governance Network's Accounting and Auditing Practices Committee.
Zach Oleksiuk is Head of BlackRock's Americas Corporate
Governance and Responsible Investment team. Mr. Oleksiuk has over 13 years'
experience in corporate governance, and his expertise includes the analysis of
matters such as financial restatements, asset write-downs, material-weakness
disclosures, and auditor independence. Mr. Oleksiuk is a frequent speaker to audiences
of corporate directors and executives, investors, regulators, students, and other
market participants to build awareness of corporate governance issues and to encourage
public policy debate. Prior to joining BlackRock, he worked in various roles at
Institutional Shareholder Services. Mr. Oleksiuk serves on the Council of
Institutional Investors Advisory Council and is a CFA charterholder.
Jeremy E. Perler is a partner and director of
research at Schilit Forensics, where he advises institutional investors,
corporate boards, and other stakeholders on companies engaged in aggressive
accounting strategems and misleading financial reporting. Previously, Mr.
Perler served as forensic accounting analyst for Coatue Management (a
large long/short equity hedge fund), director of research for the Center for
Financial Research and Analysis (a forensic accounting equity research
boutique), and an auditor for PricewaterhouseCoopers. Mr. Perler is a CFA
charterholder and has served on the Financial Accounting Standards Advisory
Council of the Financial Accounting Standards Board.
J. Peters is the head of Financial Reporting Policy at the CFA Institute. There
she manages the tracking of financial reporting issues. She also acts as the spokesperson
for the CFA Institute Centre, frequently interacting with the International
Accounting Standards Board, the Financial Accounting Standards Board, and the
U.S. Securities and Exchange Commission (SEC). Prior to joining the Institute,
Ms. Peters was a vice president and corporate controller at MetLife, Inc.,
where she was responsible for SEC reporting and technical accounting. She has
served on the American Institute of Certified Public Accountants' Insurance
Expert Panel and currently is on the International Financial Reporting
Standards Interpretations Committee.