Joe Benfatti is a partner in RSM’s San Francisco office. He leads the firm’s Systems and Process Assurance practice in the west region and specializes in security, privacy and third-party reporting. With more than 20 years of public accounting experience, Joe has a broad range of experience in information systems auditing and risk assessments, internal control reviews, third-party attestation engagements (System and Organization Controls [SOC] engagements, examinations and other attest functions), Payment Card Industry and other prescribed standard information security assessments. In addition to information risk and security audits and consulting experience, Joe has accumulated significant experience in financial, compliance, operational and information system audits and has led various projects involving the development, testing, implementation and maintenance of applications and cloud systems.
Ed Caldwell is the leader of RGP’s Change Management practice. He has an extensive background and expertise in Organizational Change Management, Business Transformation and Digital Enablement. Ed has more than 28 years of consulting and industry experience partnering with business, Finance, IT and HR leaders to shape, design and deliver organization and people initiatives globally. He leads change efforts for Fortune 500 companies and smaller organizations including ERP, CRM and other system implementations, mergers & acquisitions, digital and cloud transformations, new organization and operating models, strategic assessments and future state support organizations.
Moira is the founder and president of Financial Profiles, a strategic communications firm specializing in investor relations and financial public relations for public and private companies as well as asset management firms. Over her 25-year career, Moira has provided strategic counsel to hundreds of boards, management teams, general counsels and communications professionals. She has deep expertise in investor relations, media and public relations, capital markets strategy, governance issues, transactions and crisis situations. Moira is a frequent author (Forbes, CFO Magazine, IR Magazine), speaker and guest lecturer on strategic communications issues. Financial Profiles also provides public relations support to the PSW and Chicago chapters of the National Association of Corporate Directors. She is a graduate of Georgetown University.
Glenn is the co-leader of Crowe’s national Technology, Media & Telecom practice. He has more than seventeen years of audit and assurance experience working with companies reporting under U.S. generally accepted accounting principles and International Financial Reporting Standards.
Glenn’s clients include private and public companies and both centralized and decentralized organizations with operations throughout the world. Glenn serves on Crowe’s Internal Inspection team and as a subject matter expert on IFRS and International Standards on Auditing on behalf of the firm.
Glenn has recently co-authored Beware of Disappearing Revenue in an Acquisition - Journal of Accountancy, April, 2016; What’s a Little Debt Between Friends? - Journal of Accountancy, June, 2013; and Three Common Currency-Adjustment Pitfalls - Journal of Accountancy, February, 2012.
Glenn is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.
Barry specializes in executive and strategic pay. He works with boards and management teams to develop and maintain pay programs that support business objectives and shareholder interests. He carries 15 years of experience across a broad range of pay-related issues, including performance measurement and goal setting, incentive design, and equity-based compensation. Barry is also experienced with the regulatory, tax, and legal issues related to pay.
Barry has worked across most industries and with both public and private organizations. Barry holds a Master of Business Administration from the University of Illinois at Urbana-Champaign. He’s served on the Dean’s Advisory Council for the University of Illinois College of Business and has lectured at the college on issues of business strategy and compensation design. He has the professional designation Certified Executive Compensation Professional (CECP) and is a frequent speaker on pay-related topics.
Dan Wetzel is a managing director with Pearl Meyer's Los Angeles office. With 25 years of experience in the field of compensation and benefits, Mr. Wetzel assists clients in the areas of executive and non-employee director compensation and employee pay, focusing on the development of annual and long-term incentive compensation programs to meet clients’ strategic objectives. He also provides consultation in the areas of employment contracts and change of control provisions, mergers and acquisitions, expert testimony, reasonableness of compensation, salary administration, performance management, and employee and executive benefits. His client engagements cover a variety of industries and company organizational and developmental stages, including startup/pre-IPO, privately-held, public, subsidiary, foreign-owned, and non-profit organizations.
Prior to his current role, Mr. Wetzel was Watson Wyatt Worldwide’s Southern California practice leader for executive and incentive pay and before joining Watson Wyatt, he was a consultant at KPMG, specializing in compensation and benefits issues.
Taylor Maun is a corporate and transactional associate with Polsinelli. She believes that understanding the long-term goals of corporate clients is critical to effectively meeting their immediate needs. Taylor focuses her practice on mergers and acquisitions, venture capital financings, and outside general counsel matters. Her experience representing health care clients in complex matters allows her to anticipate the unique challenges faced by organizations in this industry. Taylor works with clients in various stages of growth across a range of industries including health care, technology, and manufacturing to help them navigate their operational needs, strategic partnerships, and ultimate exits.