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Speaker Bios

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Speaker Bios

    SPEAKERS

    Fifteenth Annual Conference on Financial Reporting

    November 5, 2004

MARY E. BARTH

    Atholl McBean Professor of Accounting, Stanford University

    Board Member

    International Accounting Standards Board

Mary E. Barth is the Atholl McBean Professor of Accounting and Senior Associate

    Dean for Academic Affairs at the Stanford University, Graduate School of Business

    (GSB). She also is a member of the International Accounting Standards Board

    (IASB). Professor Barth’s research focuses on financial accounting and reporting

    issues, particularly topics of interest to accounting standard setters. Her research

    is published in a variety of journals and has won several awards, including the

    Wildman Medal Award, the Competitive Manuscript Award and, on two occasions,

    the Best Paper Award of the Financial Accounting and Reporting Section of the

    American Accounting Association (AAA). She has been an Associate Editor of The

    Accounting Review and is on the Editorial Boards of several other academic journals. Professor Barth is active in the AAA, having served as Vice President

    and as Chair of several committees. Prior to joining the IASB, Professor Barth’s

    accounting standard setting activities included serving as a member of the

    Accounting Standards Executive Committee of the American Institute of CPAs and

    the Financial Accounting Standards Advisory Council of the Financial Accounting

    Standards Board. Prior to joining the faculty at Stanford in 1995, she was an

    Associate Professor at Harvard Business School and an audit partner in Arthur

    Andersen & Co. Professor Barth holds an AB from Cornell University, an MBA

    from Boston University, and a PhD from Stanford University.

LYDIA BEEBE

    Corporate Secretary

    ChevronTexaco Corporation

Ms. Beebe is Corporate Secretary of ChevronTexaco Corp. Previously, she served

    as Corporate Secretary of Chevron Corp., a position she assumed in 1995. Ms.

    Beebe earned a bachelor’s degree in journalism from the University of Kansas in

    1974 and a doctor of law degree from the university’s school of law in 1977. She

    also obtained a master’s degree in business administration from Golden Gate

    University in San Francisco in 1980. Ms. Beebe is a member of the State Bar of

    California and the American Bar Association. She serves on the Board of Directors

    of the Presidio Trust, to which she was appointed by President George W. Bush.

    In addition, from 1991 to 1999, she served on the California Fair Employment and

    Housing Commission, and was the organization’s chairperson from 1995 to 1999.

    Ms. Beebe also serves as Chairperson of the Corporate Practices Committee for

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    the American Society of Corporate Secretaries (ASCS) and previously served on the ASCS Board. Ms. Beebe is a member of the San Francisco Municipal Fiscal Advisory Committee to the mayor and serves on the boards of the Seneca Network and Golden Gate University. Ms. Beebe was past president and current advisory board member of the Professional Business Women of California.

COLLEEN A. SAYTHER CUNNINGHAM

    President and CEO

    Financial Executives International

    Colleen A. Sayther Cunningham was named President and CEO of Financial Executives International (FEI) in March of 2003. FEI is the professional association of choice for senior-level corporate financial executives and the leading organization dedicated to advancing ethical, responsible financial management. Serving 15,000 members from all industries, the global association is a proactive advocate, working with regulators and legislators on behalf of the membership.

    Prior to joining FEI, Mrs. Cunningham served as Senior Vice President and Chief Financial Officer, North America, of Havas Advertising (NASDAQ: HAVS), the fifth largest advertising holding company in the world. At Havas, Mrs. Cunningham was responsible for North American financial operations, including tax, controller and treasury functions, SEC and U.S. GAAP reporting and worldwide accounting policies, as well as establishing and staffing the company’s North American headquarters.

    Mrs. Cunningham brings to FEI 19 years of public accounting and corporate finance management experience. She began her career in public accounting with firms formerly known as Touche Ross and Coopers & Lybrand. She then spent thirteen years with AT&T as Assistant Controller of AT&T Capital during a period of enormous growth, and later as Vice President and Chief Accountant at AT&T Corporate.

    Mrs. Cunningham earned a BA in Economics from Rutgers University in New Brunswick, NJ, and an MBA in Management from NYU’s Stern School of Business

    in New York City, where she was a Stern Scholar in the Executive Management Program.

A member of FEI since 2000, Mrs. Cunningham is listed in the National Register of

    Who’s Who in Executives and Professionals. She has three children and resides in

    Rockaway Township, New Jersey.

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MICHAEL DANCE

    Executive Director, CFRM

    Haas School of Business, University of California, Berkeley

    Michael Dance is a retired KPMG partner and is now a lecturer of auditing and accounting courses at the Haas School of Business.

    Mr. Dance started his accounting career with KPMG in 1978 and specialized in providing audit, accounting and assurance services. During his 24 year career at KPMG he had the opportunity of working with clients in technology, health care and the real estate industries. As the San Francisco partner in charge of campus recruiting he discovered the teaching opportunities at Haas and retired from KPMG in 2002.

    Mr. Dance has a BA degree in Economics from California State University and is a Certified Public Accountant. He is still active with a practice in litigation support, Sarbanes Oxley, business consulting and auditing.

QINTAO FAN

    Assistant Professor of Accounting

    Haas School of Business, University of California, Berkeley

    Professor Fan joined the Haas School of Business in July 2003. She holds an MA in Economics from the University of Maryland at College Park, an MS in Statistics and a PhD in Business Administration from Stanford University.

    Her dissertation focuses on firms' strategic financial reporting choices and the associated pricing implications in capital markets. She is also interested in issues related to managerial incentive and performance evaluation.

KAYLA J. GILLAN

    Member, Public Company Accounting Oversight Board

    Ms. Gillan is one of four founding members of the Public Company Accounting Oversight Board, an organization created by the landmark Sarbanes-Oxley Act of 2002 and charged with reforming the way in which public companies are audited. Prior to her appointment to this Board, Ms. Gillan worked in the pension field for over 16 years, specializing in trust, securities, governance, administrative, policy and operational matters. Ms. Gillan served for 6 years as General Counsel to the $130 billion California Public Employees’ Retirement System (CalPERS) and for 10

    years in other positions, including Deputy General Counsel. She was a principal architect of CalPERS’ corporate governance program, managed all aspects of the fund’s legal services, and oversaw a staff of internal auditors. Working directly with

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    CalPERS’ board members, Ms. Gillan helped craft the board’s internal governance documents, including defining the roles of the board and staff, and facilitated the resolution of intra-board and board/staff conflicts.

    Ms. Gillan graduated with honors from the California State University at Sacramento and received her law degree from the University of California at Davis. She has published and been a frequent speaker on subjects including corporate governance, international investments and managing legal services. She served on the Executive Board of the National Association of Public Pension Attorneys, where she also chaired the Working Group on Securities Litigation as well as the Investment Section; she is a past member of the Legal Advisory Committee to the Board of Directors of the New York Stock Exchange. In 1995, the National Law Journal named Ms. Gillan as one of this nation’s top 40 attorneys under the age of 40. In 1998, this same publication named her among the country’s top 50 women

    lawyers.

JOHN D. HERTZ

    Accounting Policy Controller

    Intel Corporation

    John Hertz has been Intel's Accounting Policy Controller since June of 2000. John's primary responsibilities include advising the Intel businesses on the accounting, reporting and finance consequences of their various transactions, monitoring the activities of the various accounting standard setting bodies and regulators, developing and maintaining Intel's accounting policies & training Intel personnel. Before joining Intel, Mr. Hertz was selected to serve a two-year term as a Practice Fellow at the Financial Accounting Standards Board where he participated in the accounting standard setting process. Prior to his FASB fellowship, Mr. Hertz was with KPMG spending time in their Department of Professional Practice in New York and their Portland, Oregon office. He is a graduate of Montana State University and a participant in the Financial Executives International Committee on Corporate Reporting.

ROBERT H. HERZ

    Chairman

    Financial Accounting Standards Board

    Robert H. Herz was appointed Chairman of the Financial Accounting Standards Board (FASB), effective July 1, 2002. Previously, he was a senior partner with PricewaterhouseCoopers.

    Prior to joining the FASB, Mr. Herz was PricewaterhouseCoopers North America Theater Leader of Professional, Technical, Risk & Quality and a member of the firm's Global and U.S. Boards. He also served as a part-time member of the

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    International Accounting Standards Board. Mr. Herz is both a Certified Public Accountant and a Chartered Accountant.

    Mr. Herz joined Price Waterhouse in 1974 upon graduating from the University of Manchester in England with a B.A. degree in economics. He later joined Coopers & Lybrand becoming its senior technical partner in 1996 and assumed a similar position with the merged firm of PricewaterhouseCoopers in 1998.

    During his distinguished career, Mr. Herz has authored numerous publications on a variety of accounting, auditing and business subjects. Included among those contributions is the recent book, The Value Reporting Revolution: Moving Beyond the Earnings Game, which he co-authored.

    Among Mr. Herz's other activities, he chaired the AICPA SEC Regulations Committee and the Transnational Auditors Committee of the International Federation of Accountants, and served as a member of the Emerging Issues Task Force, the FASB Financial Instruments Task Force, the American Accounting Association's Financial Accounting Standards Committee and the SEC Practice Section Executive Committee of the AICPA.

SHAI LEVI

    Assistant Professor of Accounting

    Haas School of Business, University of California, Berkeley

    Shai Levi has recently joined the Haas School of Business as an Assistant Professor, after completing his dissertation work at New York University. His research investigates firms’ disclosure behavior, the determinants of reporting

    quality, and the pricing implications of different disclosure practices. Before entering academia, Professor Levi worked as an attorney in one of the leading Israeli law firms in the field of corporate finance, and as an economist devising regulatory policy on mergers and acquisitions issues for the Israeli Government. He holds a PhD in business administration from NYU, a law degree (LL.B) and a BA in economics from Tel-Aviv University, and is a member of the Israeli bar.

SUSAN MARKEL

    Chief Accountant

    Division of Enforcement

    U.S. Securities and Exchange Commission

    Susan G. Markel is the Chief Accountant of the Division of Enforcement of the Securities and Exchange Commission of the United States of America. She was appointed to this position in June 2003.

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Ms. Markel joined the Commission’s Division of Enforcement in April 1994. She

    has worked on a number of the Commission’s important accounting investigations,

    including the investigations of Cendant, WorldCom and Xerox, as well as matters

    relating to auditor independence.

Prior to joining the Commission, Ms. Markel was an auditor for a national public

    accounting firm and also performed litigation support services for a Washington,

    D.C. law firm.

Ms. Markel received a Bachelor of Business Administration degree from The

    University of Akron in Ohio in 1985 and became a certified public accountant in

    1987.

JENIFER MINKE-GIRARD

    Senior Associate Chief Accountant

    Office of the Chief Accountant

    U.S. Securities and Exchange Commission

Jenifer Minke-Girard is a Senior Associate Chief Accountant in the Office of the

    Chief Accountant (OCA) at the SEC and is co-leader of OCA’s technical accounting

    staff. As the SEC’s technical body on U.S. and international financial reporting

    matters, OCA is responsible for overseeing the activities of the Financial

    Accounting Standards Board (FASB) and its designees, monitoring the activities of

    international accounting standard setters, and consulting with registrants, auditors

    and SEC staff regarding complex financial reporting issues. Ms. Minke-Girard is

    responsible for the processes related to oversight and monitoring of the activities of

    the FASB and the International Accounting Standards Board on major projects.

    She joined OCA in November 1998.

Ms. Minke-Girard’s prior experience includes financial accounting and reporting for

    an SEC registrant, and working as the controller of a small software publishing

    company. She began her career in public accounting with Price Waterhouse in St.

    Louis, MO, later transferring to Price Waterhouse’s Washington, DC office.

Ms. Minke-Girard holds a BSBA degree from Washington University in St. Louis

    and an MSFS degree from Georgetown University. She is a member of the AICPA.

PAUL MUNTER

    Partner, Department of Professional Practice

    KPMG LLP

Paul Munter is currently a Partner in the Department of Professional Practice with

    KPMG. Previously, he served as KPMG Professor and Chairman of the

    Department of Accounting at the University of Miami in Coral Gables, Florida. Mr.

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Munter earned his PhD in accounting at the University of Colorado. He received

    his B.S. and M.S. degrees from Fresno State University. He is also a CPA.

He also served as the Academic Fellow in the Office of the Chief Accountant at the

    U.S. Securities and Exchange Commission from 2002-2003 where he worked on

    many of the Commission’s Sarbanes-Oxley initiatives and rule-making activities.

    Previously, he was with KPMG as Director in Audit Services in 1995-96.

Mr. Munter has been active in the standard-setting process in the U.S. including

    serving as a member of AcSEC. He previously was a member of the AcSEC Task

    Force which developed Statement of Position 98-1 on the accounting for software

    obtained for internal purposes and a member of the AICPA’s SPE Task Force.

Mr. Munter has published extensively in the accounting literature having co-

    authored five books and monographs and over 200 articles and technical papers

    primarily on financial accounting and auditing matters in journals such as Journal of

    Accountancy, CPA Journal, Management Accounting, Accounting Review,

    Behavioral Research in Accounting, and Practical Accountant.

Mr. Munter was honored by the Texas Society of CPAs as its first “Outstanding

    Discussion Leader.” He has also been honored by the Florida Institute of CPAs as

    its Outstanding Educator. He also was honored by Beta Alpha Psi as the National

    Business Information Professional of the Year. Additionally, he was named as one

    of the Ten Most Widely Published Accounting Faculty Members.

MARIA NONDORF

    Assistant Professor of Accounting

    Haas School of Business, University of California, Berkeley

Maria Nondorf recently moved from Chapel Hill, North Carolina to Berkeley to join

    the Haas School of Business’ accounting group. The newly minted assistant

    professor researches the effects of accounting on the structure of firms’ corporate

    financing activities, in particular, mergers and acquisitions. Her dissertation

    examines how the inability to repurchase shares affected high technology firms that

    used the pooling-of-interests method to account for acquisitions in the 1990’s. She is currently examining changes in both target and buyer stock option plans

    surrounding acquisitions to assess the incentive effects of such changes and to

    evaluate the association between accounting for stock options and alterations to

    stock option plans prior to such acquisitions.

Prior to obtaining her PhD from the University of North Carolina, Professor Nondorf

    was a senior manager in the Corporate Finance Transaction Services Group of

    PricewaterhouseCoopers in New York, NY. She is a CPA in the state of Georgia

    where she received her BA in accounting from Mercer University.

JACK F. RUSSI

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Vice Chairman and Regional Managing Partner

    Northern Pacific & Hawaii Region

    Deloitte & Touche LLP

Jack Russi, a Vice Chairman of Deloitte & Touche LLP and Regional Managing

    Partner of the Northern California, Pacific Northwest and Hawaii regions (NorPac),

    leads Deloitte’s business in these geographies to strategically respond to our

    clients’ needs. He works with its many service lines to help develop business

    insight and solutions to important client and market issues and to ensure we deliver

    client service excellence and value in executing our engagements.

Mr. Russi has more than 21 years of experience and is active in serving many of

    the region’s most prominent companies. He has significant experience in business

    strategy development, including involvement in both supply chain and IT strategy

    work. He has led or participated in projects in many areas of operations including

    distribution and logistics, ERP implementations, cost management, cash

    management and procurement. His experience also includes projects around

    strengthening internal controls, and corporate governance. He has extensive

    experience with mergers and acquisitions and initial public offerings.

He has been one of the key architects of the firm’s strategic relationship

    management programs including the development of the “Deloitte Approach” to

    account management and the implementation of CRM technology to support our

    client teams. He is the former managing partner of the Northern California & Hawaii

    Assurance practice, has served on the firm’s Innovation and Venture Board, the

    National Strategy Committee for our Consumer Business practice, helped develop

    the firm’s initiative around early stage venture backed companies and is currently

    active in helping drive our strategies in the technology and life sciences segments

    of the market. He works closely with the Institute for the Future and helps manage

    the firm’s marketplace activity with this organization.

Mr. Russi is also very active in strengthening our communities through his

    involvement in organizations like San Francisco Committee on Jobs, Bay Area

    Council, Silicon Valley Manufacturing Group, United Way, Michael Porter’s

    Initiative for a Competitive Inner City (Oakland Advisors) and Business

    Strengthening America. He is committed to the expansion of youth sports as a way

    to build character and discipline through his 25-year involvement as a coach,

    athletic director, and board member of the Catholic Youth Organization sports

    programs.

CARINE SCHNEIDER

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Partner

    Human Resources Solutions

    PricewaterhouseCoopers LLP

    Carine Schneider is a Principal with the Human Resource Solutions (HRS) practice at PricewaterhouseCoopers, specializing in international HR issues, including reward, compensation and stock plan design, implementation and administration. Prior to joining PricewaterhouseCoopers, Ms. Schneider was the Leader of the Global Stock Plan Services group at Watson Wyatt Worldwide. Ms. Schneider was also with Salomon Smith Barney where she assisted companies such as Bank of America, Microsoft, Ford and Westinghouse. Prior to Smith Barney she was the founding Executive Director of the National Association of Stock Plan Professionals (NASPP). Ms. Schneider was also the Director of Customer Services for Corporate Management Solutions (now Transcentive) and was the Manager of Shareholder Relations at Oracle Corporation where she assisted in the initial public offering and managed all aspects of the company's various stock plans. In 1999, Ms. Schneider was a co-founder of the Global Equity Organization (GEO). She currently serves as the Chairperson of the Board of Directors. Ms. Schneider was born in The Netherlands and speaks Dutch as well as English. She received her degree in Psychology and Sociology from the University of California, Santa Cruz. She is a member of the Advisory Board for the Santa Clara University Equity Professionals Certification Program. She is a member of GEO, NASPP, NCEO and the World Equity Council. In addition, she is an invited member of the Advanced Share Studies Group in the United Kingdom and the Committee for Effective Employee Ownership (CEEO). The CEEO is a joint project of the NCEO, the Beyster Institute, and the Global Equity Organization. Its goal will be to develop standards for companies and investors to use to assess the effectiveness of a company’s employee ownership programs. While at Smith Barney, she was registered Series 7 and Series 63. Ms. Schneider has authored numerous articles and speaks frequently at conferences around the world.

MICHAEL H. SUTTON

    Former Chief Accountant

    U.S. Securities and Exchange Commission

    Retired Partner, Deloitte & Touche LLP

    Michael H. Sutton was Chief Accountant of the United States Securities and Exchange Commission from 1995 to 1998. As Chief Accountant, he was the principal advisor to the Commission on accounting and auditing matters and was responsible for formulating Commission policy on financial accounting and reporting by public companies.

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    Presently, Mr. Sutton is an independent consultant on accounting and auditing regulation and related professional issues. He has lectured at the Graduate School of Business of the College of William & Mary and is a member of the Board of Directors of Allegheny Energy, Inc.

    Prior to holding the office of Chief Accountant, Mr. Sutton was National Director, Accounting and Auditing Professional Practice, of Deloitte & Touche and a senior partner in that firm. His responsibilities as National Director included developing and implementing firm policy on professional matters relating to financial accounting, auditing, and practice before the SEC.

    Earlier in his career, he was a client services partner in the firm's Detroit and offices. From 1984 to 1987, he was the lead client services partner responsible for the firm's worldwide services to General Motors Corporation. Prior to leading that engagement, he headed the firm's national accounting research and consultation groups. Those groups were responsible for developing firm policy relating to financial accounting and for working with firm and client personnel to address and resolve complex practice issues.

    Mr. Sutton also has been a special consultant to the Financial Accounting Standards Board. From 1987 to 1995, he was a member of the FASB's Emerging Issues Task Force; from 1983 to 1986, he served on the FASB's Financial Accounting Standards Advisory Council. In 1994, he chaired the FASB's Committee to Review the Emerging Issues Task Force.

    From 1991 to 1994, he was Vice Chairman of the Special Committee on Financial Reporting of the American Institute of Certified Public Accountants. He was a member of the AICPA's Accounting Standards Executive Committee from 1980 to 1983.

    Mr. Sutton began his public accounting career in the Atlanta office of Deloitte & Touche in 1963; he became a partner in 1974. He is a native of Maryville, Tennessee and a graduate of the University of Tennessee. He received a BS degree in Accounting in 1962 and an MS degree in Accounting in 1963.

TED WHITE

    Portfolio Manager

    Corporate Governance

    CalPERS

    Ted White is currently Director, Corporate Governance for the California Public Employees’ Retirement System (CalPERS). He is responsible for CalPERS’ Focus List program and proxy voting. Mr. White also oversees CalPERS’ external

    “hybrid” managers under a corporate governance strategy, which currently constitutes three managers with a total of approximately $1.2 billion under management. Formerly, Mr. White was an Investment Officer in the California State Treasurer’s Office, and was a Deputy State Treasurer under Treasurer Matt

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