The Accounting Faculty at the Haas School of Business and the Center for Financial Reporting and Management (CFRM) are pleased to announce the 22nd Annual Conference on Financial Reporting. This year we will be exploring the relationships between accounting and the technology industry.

The goal of this year's conference is to bring together senior level financial executives to discuss challenges unique to the Bay Area and how the use of technology is changing the way we do business.

This year's keynote address is by Cathie Lesjak, Chief Financial Officer for HP Inc.


07:00am - 08:00am Registration and Continental Breakfast
08:00am - 08:15am Opening Remarks: James Webb, Executive Director, CFRM
08:15am - 09:30am Early Lessons from ASC606 Adoption
Moderator: James Webb, Executive Director, CFRM
Panelist: Susan Fennedy, Professional Accounting Fellow, SEC
Panelist: Popi Heron, VP & Corporate Controller, Ellie Mae, Inc.
Panelist: Prabhakar (PK) Kalavacherla, Partner, KPMG
Panelist: Barbara Marchini-Ellis, Partner, EY
Panelist: Lynne Triplett, Partner, Grant Thornton
09:30am - 09:45am Break
09:45am - 10:00am Welcome: Rich Lyons, Dean, Berkeley Haas School of Business
10:00am - 11:00am Keynote: Cathie Lesjak, CFO, HP Inc.
11:00am - 11:15am Break
11:15am - 12:30pm Firm Valuation
Moderator: Panos Patatoukas, Associate Professor,
        Berkeley Haas School of Business
Panelist: Alan Jones, Partner, PwC
Panelist: Daniel Klausner, Managing Director, PwC
Panelist: Jeff Kouchakji, Finance Director, Google
Panelist: Chad Morrissey, Principal, PwC
Panelist: Paul Yeh, Partner, Kleiner Perkins Caufield & Byers
12:30pm - 01:30pm Lunch
01:30pm - 02:45pm Hot Topics in Technology Accounting
Moderator: Omri Even-Tov, Assistant Professor, Berkeley Haas School of Business
Panelist: Joe Allanson, EVP Chief Accounting Officer & Controller,
Panelist: Julie Cavanna-Jerbic, Past President & Board Member, FEI Silicon Valley
Panelist: Aftab Jamil, Partner, BDO
Panelist: Nathan Petersen, Senior Director of Finance, Autodesk
02:45pm - 03:15pm Break
03:15pm - 03:45pm Talent Acquisition: Kristin Rivera, Partner, PwC
03:45pm - 05:00pm IPO Readiness
Moderator: Yaniv Konchitchki, Associate Professor,
        Berkeley Haas School of Business
Panelist: Jon Avina, Partner, Cooley
Panelist: Grant Casner, Partner, Deloitte
Panelist: Gregor Feige, Managing Director, J.P. Morgan
Panelist: Matthew Langdon, Chief Financial Officer, Mulesoft, Inc.
Panelist: Brian Lightle, Partner, Deloitte
05:00pm - 06:30pm Reception
Download Conference Brochure



  • General Admission registration limited to the first 300 attendees
  • General Admission - $495
  • Webcast - $395
  • Day of registrations will not be accepted

Registration Includes:

  • One keynote session and four panel sessions
  • Continental breakfast and plated lunch
  • Three refreshment breaks and afternoon reception with complimentary appetizers and cash bar

CPE Credit:

  • 6 hours of CPE
  • 1.5 hours of A&A
  • Certification from CalCPA

Who Should Attend?


Accounting Professionals

Financial Analysts



Tax Professionals

Conference Sponsorship

Thank you to our valued sponsors for their generous support and contributions to ensure this conference is a success.




This year's conference will take place in the Grand Ballroom of the extraordinary Grand Hyatt San Francisco, located in the heart of Union Square.

Guests needing overnight accomodations can receive our conference rate by booking directly on the hotel's website: A limited number of rooms are available. Reservation requests must be made prior to October 20, 2017.

Valet parking at the hotel is $67.26 per day and assisted self-parking at an adjacent garage for $45.

Powell Bart Station is .4 miles from the hotel.

Additional Public transportation options >

Grand Hyatt
345 Stockton Street
San Francisco, CA

Contact Us

James Webb
Executive Director

Center for Financial Reporting and Management
Haas School of Business
University of California, Berkeley


Jennifer Wells
Assistant Director

Center for Financial Reporting and Management
Haas School of Business
University of California, Berkeley


About Us


UC Berkeley recently ranked #4 worldwide in Best Global Universities by US News & World Report 2017.


The Berkeley Haas undergraduate business program ranked #2 in US News Best Colleges 2017.


The Berkeley Haas Full-time MBA Program ranked #7 among full-time programs by US News & World Report 2018.


The Berkeley Haas Evening & Weekend MBA Program ranked #1 by the US News & World Report, 5 years running.

The Center for Financial Reporting and Management (CFRM) is the hub for accounting at UC Berkeley. CFRM promotes innovative financial and managerial accounting education through cutting-edge research, outstanding teaching, a globally focused curriculum, and attention to ethical behavior.

CFRM Sponsors

  • BDO
  • Cal Cpa
  • Deloitte
  • EY
  • Grant Thornton
  • KPMG
  • PWC