2017 Controllers Bundle
OL097-17 | On Demand | Update | Self-Study
Purchase this bundle and save 14% off the price of purchasing the courses individually.
Total CPE Credit: 8 Total Hours (8 Hours M)
*CPE credit will be awarded upon completion of each course included in the bundle.
Expiration Date: April 30, 2018
Courses Included in this Bundle:
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James D. Giannantonio, MBA, MS, CPA, CIA
Jay Giannantonio owns and operates his own consulting firm specializing in project management over finance transformation, internal control, and fraud accounting projects for large and medium-sized firms. He is a frequent speaker at fraud, performance management, and CFO process improvement seminars. Giannantonio was vice president of internal audit for a national commercial construction equipment leasing and retailer in 2005 and 2006 then director of CFO advisory services for ISA Consulting (now E&Y) from 2007 until he started his own firm in 2011. He began his career with Coopers and Lybrand (now PwC) in the audit and accounting practice, then spent nine years in corporate financial management at Verizon/Bell Atlantic, and then over eight years as a director in the World Class Finance Advisory and internal audit practices at KPMG. He also has been an associate adjunct professor at Widener University in the Master's in Business Administration program. Giannantonio earned his Master of Science degree from the University of Pennsylvania and his Bachelor of Business Administration degree, with an accounting concentration, from Drexel University.Back to Facilitators
Richard Daisley, CPA
Rich is a CPA and has over 25 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses. He was an assurance manager with PwC, spending time in both the assurance practice as well as with PwC’s Capital Markets and Accounting Advisory Services group, where he advised clients on the implementation of new accounting pronouncements as well as on issues related to public offerings. Rich also worked in PECO Energy’s Merger and Acquisition group, where he performed financial due diligence that supported PECO’s acquisition activity in the energy sector. He has experience in the manufacturing, health care, energy and pharmaceutical industries.
Rich also has more than 10 years of experience as a course developer and facilitator, creating and leading training courses on such topics as revenue recognition, stock based compensation, equity instruments and performing integrated audits under the Sarbanes-Oxley legislation. He also designed and delivered courses on instructor development and facilitation skills to senior PwC internal course instructors.
In 2015 he joined Surgent McCoy CPE, LLC, as Director, Accounting & Financial Reporting Content.Back to Facilitators