The SEC Revised Compliance and Disclosure Interpretations (C&DIs): Time to Rethink Your Firm’s Current Non-GAAP Measures

Broadcast Date: Wednesday, September 14, 2016 from 10:00 am to 12:00 pm (ET)
Adoria Lim
Akram Soliman, CPA
Rupert Russell
Jiang Bian
Marc Scarcella, MA


About The Brattle Group, Inc.

The Brattle Group provides consulting and expert testimony in economics, finance, and regulation to corporations, law firms, and governments around the world. We are distinguished by our credibility and the clarity of our insights, which arise from the stature of our experts, affiliations with leading international academics and industry specialists, and thoughtful, timely, and transparent work. Our clients value our commitment to providing clear, independent results that withstand critical review.

Our experts have extensive experience advising clients on financial accounting and reporting, disclosures, regulatory accounting, managerial and cost accounting, forensic accounting, and auditing. We address both liability and damages issues related to securities class actions, internal investigations, antitrust litigation, tax controversies, international arbitrations, M&A disputes, intellectual property disputes, and breaches of contract.


About Marks Paneth LLP

Marks Paneth LLP is an accounting firm with more than 600 people, including over 80 partners and principals. The firm provides public and private businesses with a full range of auditing, accounting, tax, consulting, trade remediation and valuation services as well as litigation and financial advisory services to domestic and international clients. The firm also specializes in providing tax advisory and consulting for high-net-worth individuals and their families, as well as a wide range of services for international, real estate, hospitality, media, entertainment, nonprofit and government services clients.  The firm has a strong track record supporting emerging growth companies, entrepreneurs, business owners and investors as they navigate the business life cycle. The firm's subsidiary, Tailored Technologies, LLC, provides information technology consulting services.

In addition, Marks Paneth’s membership in Morison KSi Ltd., a leading international association for independent business advisers, financial consulting and accounting firms, facilitates service delivery to clients throughout the United States and around the world. Marks Paneth, whose origins date back to 1907, is the 34th largest accounting firm in the nation and the 8th largest in the mid-Atlantic region. In addition, readers of the New York Law Journal rank Marks Paneth as one of the area's top three forensic accounting firms for the sixth year in a row.

Marks Paneth is headquartered in New York City, with additional offices in New York, New Jersey, Pennsylvania and Washington, DC. 


About Shartsis Friese LLP

Shartsis Friese is a leading San Francisco law firm designed to provide premium quality, client-focused and solution-driven legal service:  we have achieved excellent results for our clients in major local, national, and international litigation; we provide world-renowned representation of investment managers and hedge funds; we handle real estate transactions around the United States for many of the most dynamic companies in the country; we represent major business figures in managing their personal wealth and estates; and we counsel a wide variety of public and private companies and individuals in business, securities, and intellectual property transactions.


About Roux Associates, Inc.

The Economic & Complex Analytics (ECA) practice of Roux Associates is nationally recognized for its expertise in helping clients evaluate the legal, scientific and financial risks associated with environmental, mass tort and product liability litigation. ECA professionals provide strategic consulting and expert services that assist clients identify, quantify, forecast, and mitigate current and emerging environmental and product liability risk. Our collective expertise has been leveraged in complex insurance coverage disputes, arbitrations, SEC reserve disclosures, financial due diligence, bankruptcy reorganizations, underlying claim evaluations, and public policy initiatives. ECA experts have analyzed a diverse set of environmental and product liability risks, including asbestos, benzene, talc, PFOA, PCBs, diacetyl, silica, isocyanate, pharmaceutical and medical devices, water contamination, sports-related head trauma, tobacco litigation, and various other forms of environmental toxins and deleterious substances.