Knoxville Chapter January Meeting

0401  |  TSCPA In Person Events  |  Scheduled

Credits

Number of Credits Type of Credits
5 Other

Prices

Member (Early Bird)
$0.00
Non-Member (Early Bird)
$0.00
Member
$0.00
Non-Member
$0.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Facilitators

Steven Gu

Steven Gu Director of US-China Business Advisory Services

Steven assists businesses looking to expand into U.S. or China markets, advising them on issues related to Initial Public Offerings (IPOs); mergers and acquisitions (M&A); private equity ventures; leverage buyouts; bankruptcy; due diligence; tax accounting, asset monetization, planning; research; compliance; and business strategy.

Raised in China, his unique bi-cultural and bi-lingual background assists organizations in managing political, legal, tax, and economic business issues. While working within Big 4 and regional accounting firms, he has helped facilitate a variety of business deals, including the largest M&A transaction in the telecommunications industry ($28.1 billion) and the fifth largest bankruptcy restructuring deal in the U.S. Additionally, he provided outbound investment professional services for the largest Chinese state-owned petroleum company, hydropower company, and privately owned real estate company, as well as Hong Kong’s largest publicly traded medical equipment company. His familiarity with both American and Chinese business practices affords him the ability to broker effective communication between firms, clients, and companies, as well as government agencies.

Steven is a Georgia-certified public accountant and has been granted Bar Admission in the state of New York. He is a member of the American Institute of CPAs, the American Bar Association and the Technology Association of Georgia. He has served as a Board Member with the National Association of Chinese Americans and as a Global Commerce Council member with the Metro Atlanta Chamber of Commerce. He was a part of Atlanta Mayor Kasim Reed’s 1st China Trade Mission Planning Committee. He has been awarded Sector Deal of the Year for Financial Services by M&A Advisors.

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Henry Yu

Currently Chief Operating Officer of Asian Investors Consortium (a private equity fund), Henry Yu concluded his 35-year banking career in October of 2015 after completion of a 3-year affiliation with Fifth Third Bank of Cincinnati, Ohio as a Managing Director of its Global Financial Institutions Group. The PE Fund is from Asia and invests in Greater China, Asia, and other Emerging Market economies. Henry is also a Senior Advisor of ChinaPlus Capital Investments Limited of China, a cross-border M&A and consulting firm. Previous affiliations included Standard Chartered Bank China, East West Bank, SunTrust Bank, Comerica Bank, National City Bank and Bank of America HK.

Not a typical banker, Henry has coverage of major arears of banking including domestic and global lending, foreign bank relationship management, credit administration, compliance, import/export financing, trade banking and finance, treasury management, retail administration, domestic and international operations, investment banking (asset securitization-CDO & CLO, IPO, M&A), and wealth management (structuring and distribution). In addition to having domestic corporate client relationships, Henry handled customer relationships (companies and financial institutions) in most Emerging Market economies. Originally from HK, Henry is well-versed in business with and in Asia.

Henry is married to wife Elaine and have daughters Amanda and Vivian. Henry received his degrees from the University of Michigan and the University of Detroit.

A believer in education and mentorship, Henry has been a frequent guest speaker/lecturer at universities both in the United States and in China. Henry was also the first and only foreign banker in 2009 and 2010 traveling with China’s Central Bank to promote RMB Internationalization and Commercialization in Europe and in Asia. Henry has spent his entire career working with Emerging Market economies, relationships, and cross-border transactions. Henry’s corporate and bank clients cover the regions of Asia, Central and Eastern Europe and Latin America.

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Amelia Crotwell

Amelia Crotwell, owner and founder of Elder Law of East Tennessee, helps families overcome the legal, financial, long term care, and health care challenges associated with aging and disability. Her practice areas include elder law, wills and trusts, special needs trusts, Medicaid planning, and veterans benefits planning. She is a Certified Elder Law Attorney by the National Elder Law Foundation and is an active member of several national and local organizations, including the Life Care Planning Law Firms Association, the National Academy of Elder Law Attorneys, the Tennessee Bar Association, and the East Tennessee Lawyers’ Association for Women.

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Jan R. Williams

Jan R. Williams is Dean and Professor Emeritus of the Haslam College of Business at the University of Tennessee (UT) where he was on the faculty from 1977 through 2013. He is currently serving as Executive-in-Residence at Belmont University in Nashville, TN. He received his BS degree from George Peabody College (now Vanderbilt University), MBA from Baylor University, and PhD from the University of Arkansas. Prior to UT, he served on the faculties at the University of Georgia and Texas Tech University. He is the former Head of the Department of Accounting and Information Management at UT. He is a CPA in Tennessee (active license to practice) and Arkansas (inactive). Currently he is the co-author of three books and has published over 125 articles, books, research monographs, continuing education courses, and other publications on issues of corporate financial reporting and accounting and business education.

Dr. Williams has held leadership roles in several professional accounting and business organizations. He served as Director of Education and later as President of the American Accounting Association, National President of Beta Alpha Psi, Vice-President of the Tennessee Society of CPAs, and has been actively involved in several capacities with the American Institute of CPAs. He is Past Chair of the Board of Directors of the Association to Advance Collegiate Schools of Business (AACSB) International. His involvement with AACSB continues as chair of peer review teams and as a member of the Accounting Accreditation Task Force. He was a member of the Pathways Commission and served as co-chair of its implementation task force on high quality teaching. He recently served as a consultant with NASBA and the AICPA for a project on the role of accreditation in qualifying candidates for the CPA examination. From January – June, 2017, he served as Visiting Professor and Consultant for Oklahoma State University’s School of Accounting.

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