Speakers

  • The Omni Hotel
  • October 15, 2019

Keynote


Robert J. Shiller
Sterling Professor of Economics, Yale University

Robert J. Shiller is Sterling Professor of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, statistical methods, and on public attitudes, opinions, and moral judgments regarding markets.

He has been research associate, National Bureau of Economic Research since 1980, and has been co-organizer of NBER workshops: on behavioral finance with Richard Thaler 1991-2015, and on macroeconomics and individual decision making (behavioral macroeconomics) with George Akerlof 1994-2007. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013. He served as Vice President of the American Economic Association, 2005 and President of the Eastern Economic Association, 2006-07. He was elected President of the American Economic Association for 2016. He writes a regular column "Finance in the 21st Century" for Project Syndicate, which publishes around the world, and "Economic View" for The New York Times.

Speakers


Heather Bearfield
IT Risk & Assurance Services Leader, Marcum LLP

Heather Bearfield is a Principal in the Firm's Boston office and serves as the IT Risk and Assurance Services Practice Group Leader. She is also a member of its National Alternative Investment, Healthcare and Financial Services Industry Groups. Ms. Bearfield has extensive experience with SOC engagements, internal and external audits, application reviews, internal and external vulnerability assessments, wireless assessments and penetration testing.

Ms. Bearfield's main focus has been around data security and CyberSecurity. Engagements include vulnerability assessments, penetration testing, wireless assessments and social engineering.

Ms. Bearfield has comprehensive experience in multiple aspects of Risk Management across business operations including regulatory compliance. She executes compliance engagements according to various regulations including SOX, MA 201 CMR 17.00 (Data Security), HIPAA Privacy, HIPAA Security, Meaningful Use, Dodd Frank, SOC1, 2, 3 and FISMA. She identifies process and control weaknesses, analyzes complex systems and works with clients to streamline operations within time and resource constraints. Also she is responsible for conducting global and national IT Risk Assessments and IT Control Assessments in numerous vertical markets inclusive of manufacturing, banks, financial services, colocation hosting facilities cloud providers, and application service providers.

Joseph DeCusati
Managing Director, Valuation & Litigation Support, Marcum LLP

Joseph DeCusati is a managing director in the Valuation and Litigation Support Services group. He has more than 20 years of experience providing business valuation, litigation support, and forensic accounting services.

Mr. DeCusati specializes in the fields of economic damages, commercial litigation, and business valuation. He has performed valuations of business interests for a variety of purposes including, but not limited to, family law matters, business damages, buy-sell agreements, shareholder litigation, estate and gift tax matters, buying and selling businesses, malpractice litigation, and breach of contract.

Mr. DeCusati has been qualified as an expert witness in Federal District Court and the State Courts of Connecticut and New Jersey, as well as various arbitration proceedings. He has also rendered extensive services relating to court testimony.

Lisa Delfini
CFO & Controllership Services Leader, Marcum LLP

Lisa Delfini leads the New England region CFO and Controllership Consulting services and is a member of Marcum’s SEC Practice group. She has over 24 years of experience in both public accounting and private industry, including 17 years auditing companies of all sizes. Her experience includes companies in the pharma, high-tech, consumer products, manufacturing, real estate, investment management and grocery distribution industries. In her current role, she provides controllership and CFO services to both public and private companies.

Prior to joining Marcum, Lisa was a global controller for four years at a Fortune 50 multinational corporation. In her first role there, she served as a technical advisor to the principal accounting officer, consulting with the industrial business controllers on complex and subjective accounting matters. In addition, she set accounting policies and procedures, prepared and reviewed SEC financial statements and disclosures, and conducted training courses. In her second role there, she was the controller of a division with $4B in annual revenues and over 120 locations around the globe. During this time, Ms. Delfini was responsible for all aspects of financial reporting, supervising a team of 30, and provided strategic leadership to industrial an ERP implementation at all North American and European locations.

Previously, Ms. Delfini was a partner at a global firm, working in several different roles, including leading audit engagements, serving as an engagement quality reviewer, publishing accounting publications and consulting on technical accounting matters in the firm's national Department of Professional Practice. In addition, Ms. Delfini was a partner in the SEC Services Group, reviewing SEC filings for annual and quarterly reports, and public offerings of debt and equity, and helping clients have productive and efficient correspondence with the SEC. She took an international assignment in Birmingham, U.K. in 1994.

Ms. Delfini also was a manager of finance at a manufacturing company in New Haven, CT.

Carla Glass
Managing Director, Valuation & Litigation Support, Marcum LLP

Carla Glass is a managing director in the Valuation and Litigation Support Services group. Ms. Glass has more than 25 years of experience in the valuation of businesses, partnerships, debt, derivative securities, intellectual property, and other intangible assets in a wide range of industries. She has performed valuations of business interests for a variety of purposes including, but not limited to, gift and estate tax, financial reporting, employee stock ownership plans, corporate and partnership reorganizations, minority shareholder rights, bankruptcy proceedings, merger and acquisition analysis, and litigation.

Ms. Glass served as Chair of the Business Valuation Committee of the American Society of Appraisers (ASA) and Chair of the Appraisal Standards Board of The Appraisal Foundation, which is the board that promulgates the Uniform Standards of Professional Appraisal Practice (USPAP). She is a Fellow in the ASA College of Fellows (FASA), the ASA's highest mark of achievement and recognition. She was also one of eight valuation professionals who served on the Valuation Resource Group of the Financial Accounting Standards Board.

Ms. Glass has created and taught Principles of Valuation courses for the American Society of Appraisers. She is a frequent speaker on topics in business valuation to appraisal, legal, accounting, and other professional groups. During her time as Chair of the ASA's Education Committee, she headed the development, teaching, and grading of courses, seminars, and examinations for the society.

Ms. Glass has been qualified as an expert witness in Federal District Courts and the District Court of the State of Wyoming, as well as in arbitration proceedings.

Kenneth Pia
Partner - Business Valuation Industry Leader, Marcum LLP

Kenneth J. Pia, is a partner and the leader of the Business Valuation Industry group. With more than 25 years of professional business valuation and litigation support experience, Mr. Pia has developed a national reputation working on a wide range of complex valuation engagements. He has performed valuations of businesses and partial business interests for a variety of purposes including, but not limited to, family law matters, employee stock ownership plans, business damages, buy-sell agreements, shareholder litigation, estate and gift tax matters, and buying and selling businesses.

Mr. Pia is heavily involved with the American Society of Appraisers (ASA). He is treasurer of the ASA's Business Valuation Committee, is a member of the National Business Valuation Education Committee, and teaches nationally for the ASA's accreditation program. Mr. Pia is also a charter member of the American Academy of Matrimonial Lawyers Foundation's Forensic & Business Valuation Division and was recently named to the American Academy for Certified Financial Litigators Advisory Board for New York and Connecticut.

Mr. Pia is a frequent speaker on business valuation topics on the national and local levels for numerous professional organizations, including the American Bar Association, American Institute of Certified Public Accountants, American Academy of Matrimonial Lawyers, and National Center for Employee Ownership. In addition to teaching for the ASA's accreditation program, he previously instructed for the American Institute of Certified Public Accountants' Certificate of Educational Achievement (CEA) program in business valuation. He is also an Adjunct Professor at Quinnipiac University. Mr. Pia has technically reviewed publications on divorce finance and taxation for the American Bar Association, as well as several books on business valuation. In 2007, he was appointed as one of two appraisers to the State of Connecticut's Eminent Domain Task Force, established to determine the methodologies to be used in the calculating lost intangible economic value of businesses due to the state exercising domain rights.

Mr. Pia has been qualified as an expert witness in Federal District Court and the State Courts of Connecticut and New York, as well as various arbitration proceedings. He has also rendered extensive services relating to court testimony. Mr. Pia is on the State of New York Courts' list to receive court appointments in the following counties: New York, Kings, Richmond, Queens, Nassau, Suffolk, and Westchester. He has received court appointments in New York and Connecticut.