financial-reporting
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PJ Patel
PJ Patel is Co-CEO and Senior Managing Director of Valuation Research Corporation (VRC), the New York-headquartered valuation firm that puts a number on the intangible - brands, goodwill, illiquid securities, complex derivatives. A CFA and Accredited Senior Appraiser, he leads VRC's global initiatives through the Valuation Research Group (VRG) network and is a frequent voice on ASC 805, 350/360 and 820 in accounting circles.
Jerry Connelly
Jerry Connelly is the Chief Executive Officer of KeepingCount, a remote-first outsourced accounting and advisory firm that gives growing small businesses and nonprofits the bookkeeping, reporting, and fractional-CFO horsepower they usually cannot afford to hire in-house. Built around the promise of 'better numbers for growing businesses,' KeepingCount pairs platform technologies like Sage Intacct and QuickBooks Online with hands-on accounting teams serving construction, consumer products, professional services, real estate, life sciences, and vacation-rental clients. Originally headquartered in Boise, Idaho, the company now runs as a distributed organization, and Connelly leads it with a stated emphasis on values - conscientious, disciplined, gracious, integrity, and serving all clients.
Justin Johnson
Justin Johnson, CFA, is Senior Managing Director and Co-CEO of Valuation Research Corporation (VRC), a national valuation and advisory firm founded in 1975. He built VRC's San Francisco office from scratch into one of the firm's leading practices, with a deep focus on private equity funds and their portfolio companies. Since August 2017 he has shared the chief executive seat with PJ Patel, splitting the country between them - Johnson runs the West Coast and Central regions while staying hands-on in technical work on solvency opinions, fairness opinions, and complex securities valuation.
Julie Iskow
Julie Iskow is the President and CEO of Workiva, the cloud platform behind a lot of the world's regulatory, ESG, and financial reporting. A Bay Area engineer who spent her first decade in robotics and automation, she scaled SaaS companies through IPOs and acquisitions before taking over from Workiva's founder in April 2023.