With approximately 25 years of experience, Jay is a national technical partner for auditing, accounting and SEC reporting matters located in the San Francisco Bay Area. In this role, Jay helps oversee technical accounting, auditing and risk management matters and works with client service teams to assist BDO’s clients with their financial reporting responsibilities, including consultations on technical accounting, auditing and reporting matters, assisting with SEC registrations and IPOs, periodic filings, internal control reporting matters and responding to SEC comment letters. Clients Jay works with are particularly concentrated in the technology and software/SaaS industries. Jay specializes in software and technology revenue recognition and periodically serves as an expert witness with respect to revenue recognition matters. In addition, Jay helps oversee BDO’s revenue recognition related training programs and regularly teaches courses on the subject. Jay also recently served as BDO’s representative on the FASB”s roundtable to discuss the recently proposed revenue recognition exposure draft.
Jeff Kaplan is the Founder and Managing Director of THINKstrategies, the only strategic consulting firm focused entirely on the business implications of the transition of the technology industry from product-centric to services-driven solutions. THINKstrategies helps IT/business decision-makers with their sourcing strategies; solution providers with their marketing strategies; and venture firms with their investment strategies.
Kaplan is also the founder of the Managed Service Showplace (www.thinkmsp.com) and Software-as-a-Service (SaaS) Showplace (www.thinksaas.com), the highest ranked, vendor-independent, online directories and best practice resource centers focused on SaaS and managed services.
Prior to forming THINKstrategies, Jeff served as VP of Marketing and Business Development at InterOPS Management Solutions, and was Director of Strategic Marketing at International Network Services (INS) which was acquired by Lucent Technologies. Jeff was also a leading industry analyst at IDC, Dataquest and META Group.
Jeff is a frequent speaker at industry conferences and contributing columnist for BusinessWeek, Mass High Tech Journal, Financial Times of London, NetworkWorld, Business Communications Review, ComputerWorld, InfoWorld, InformationWeek, Managing Automation, the Web Hosting Industry Review and Services News on topics including SaaS, cloud computing, managed services, outsourcing, IT operations and service level management (SLM).
He has a BA in Urban Planning from Rutgers University and MBA from Boston College.
Mark Lehberg focuses his practice in the area of business and legal counseling in connection with complex business and technology related transactions, including outsourcing transactions, cloud computing and software as a service (SaaS), intellectual property license agreements, strategic alliances, joint research and development agreements, joint ventures and other commercial transactions involving intellectual property assets. Mr. Lehberg also works with clients to identify and develop creative solutions for managing key risk allocation issues in complex business and technology related transactions.
He advises large public companies, startup companies and nonprofit companies in the development of intellectual property strategies, including strategies for the protection, licensing and other exploitation of intellectual property assets.
Igor has more than 10 years of consulting and industry experience in establishing best practices and guidelines for selecting, developing, and implementing robust, highly-availble integration platforms. He has done extensive work in design and implemention of BPM-based business process automation, cloud computing and rapid SOA-based software assembly.