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Jon Rucket
Office phone: 678.515.2384


Mike Herbst
Office phone: 312.602.8210



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General Biographies
Auditing and Accounting
Accounting, auditing, financial reporting, ethical and U.S. Securities and Exchange (SEC) developments
Allowance for loan and lease losses
Fair value
FASB pronouncements
Financial instruments
Financial reporting
Lease accounting
Public Company Accounting Oversight Board reporting and regulatory requirements
Pension accounting
Revenue recognition
SOP 03-3 (ASC 310-30)
Stock-based compensation
Business Advisory Issues
Sarbanes-Oxley Act
Internal audit services (including international)
Corporate governance (BAI)
Enterprise risk management
Governance, risk and compliance
Quality assurance reviews
Risk and controls
IT optimization, security and strategy
Business technology and intelligence
Business analytics
Cloud computing
Enterprise performance management
Enterprise resource planning
Capital markets
Convertible transactions
Equity capital markets, research and trading
Finance and operations
Global capital markets
Follow-on offerings
Improvement of capital structure
Compensation and benefits
Benefit plan audits
Compensation and employee benefits
Defined contribution plans, e.g., 401(k), 403(b), profit sharing
Executive compensation, esp. stock option based compensation
Qualified retirement plans
Health and welfare plans
Human resources
Impact of healthcare reform legislation on company benefit plans
Incentive plan design and employee pay reviews
Change-of-control and severance arrangements
Life insurance planning
Consumer and Industrial Products
Accounting, audit tax or business advisory services
Annual filings
Audit committee responsibilities
Corporate governance (CIP)
Corporate mergers, acquisitions, divestitures
Cost and availability of capital
Employee benefit plan design and implementation
Mergers and acquisitions and due diligence
Management succession
Merger integration
Restructuring transactions
Risk management trends
Strategic planning (CIP)
Supply chain financial and operational optimization
Accounting, audit, tax or business advisory services issues
Compensation and benefits
Disaster recovery
Equity and debt offerings for publicly traded energy companies
Management of audit
Due diligence
Mergers and acquisitions (EN)
Finance raising engagements
Energy incentive programs
Federal tax
Accounting method issues and special methods of tax accounting
Income recognition
Legislative developments and IRS rulings
Marketing and implementing selected federal tax solutions
Mergers and acquisitions
Section 199 – Domestic Production Activities Deduction
Timing of deductions
Capitalization of expenditures
Private Equity
Financial services and institutions
Accounting, tax or business advisory services dealing with banks and thrifts, credit unions, mortgage banks, mortgage REITs and specialty finance companies
Audit and tax issues related to hedge funds, broker-dealers, mutual funds, investment partnerships, and private equity firms
Banking trends
Cash sweeps
Debt modifications and troubled debt restructurings
FDIC-assisted transactions and loss-sharing agreements
Loan reviews and loan servicing
Mergers and Acquisitions (FSI)
Program Management Office trends
Regulatory and compliance matters
Securitizations and other transfers of financial assets
Servicing of financial assets
SOX for public and best practices for private banks
Strategic planning (FSI)
Tax compliance issues affecting offshore funds
Technology risk management - intrusion testing, FFIEC reviews, internal controls
Forensics, investigations and litigation
Alternative dispute resolution
Anti-corruption compliance
Anti-money laundering
Asset tracing
Expert witness testimony
Forced-placed or lender-placed insurance for distressed home owners
Foreign Corrupt Practices Act compliance
Forensic accounting
Forensic data analytics
Fraud assessment and controls
Fraud investigations
Fraud prevention and detection
Insurance and reinsurance business and financial analysis
Insurers' third-party service providers compliance inspections
Intellectual property (valuation)
Intellectual property litigation
Intellectual property transactions
Litigation support
Global public sector
Financial advisory and audit services for federal, state, local and international governments
Budget and performance integration
Business process transformation
Financial operations
Financial planning control
Financial systems
Human capital management
Performance management
Strategic sourcing
Health care
Accounting, tax or business advisory services
Billing systems
Compliance programs
Corporate restructuring
Executive compensation
Health care reform compliance
Mergers and acquisitions (HC)
Performance improvement
Revenue cycle
Accounting, tax or business advisory services issues dealing with the hospitality industry
International tax
Business, financial and tax consulting
U.S. international tax reform and legislation
Accounting, tax or business advisory services issues dealing with the various sectors of the not-for-profit industry
Higher education
Real Estate
Accounting, tax or business advisory services issues
Cost allocations
Cost segregation
Emerging trends in the real estate industry
Federal, state and local, and other tax issues
Internal audit
Issues related to industrial and commercial properties
Issues relating to residential development
State and Local Tax
Credits and incentives
Employment tax
Income and franchise tax
Property tax
Sales and use tax
Unclaimed property (escheat)
Industry specific state and local tax issues: - printing, hospitality, transportation, retail, financial services, real estate, etc.
Technology Industry
Corporate Mergers, Acquisitions and Divestitures
Effective use of information technology
Financing alternatives (including venture capital, private equity and other types of financing)
Going public
Government relations
Marketing functions
Revenue recognition
Product and services growth strategies
Stock option accounting
Telecommunications and technology industry audit services
Analyst Day
Annual Meeting
Board Meeting
Conference Call
Investor Day
Media Tour
Press Conference
Special Events
Trade Show
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Web Conference
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