Company details

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. Our team of highly experienced professionals helps financial executives with their most complex and significant matters, including financial accounting and operations, IPO and M&A services, digital solutions, and managed services. 

Our clients are the world’s top growth companies and we support them as they change the world and create new markets! Our client portfolio includes multi-billion-dollar public, mid-cap public, and pre-IPO companies ranging from early stage to late stage. Our global clients represent the most exciting industries including high tech, Internet, social networking, gaming, software, ad tech, cleantech, life sciences, financial services, consumer products, biotech, services, and manufacturing.

Presenters
  • Eric Needell
    • Senior Manager, Technical Accounting
    • Connor Group

    Eric is a Senior Manager in Connor Group’s Technical Accounting group. Prior to joining Connor Group, Eric worked in the audit practice at Deloitte in the New York office. At Deloitte, Eric gained a wide range of experience serving shipping, media, e-commerce, and education technology clients. Through his time at Deloitte, Eric has worked with testing the balance sheet, P&L, and SOX internal controls with both public and private companies.   Eric has a Masters in Accounting and an MBA from Northeastern University in Boston, MA and a Bachelors in History from the Binghamton University in Binghamton, NY. 

  • Dominick Kerr
    • Partner
    • Connor Group

    Dom is a Partner in Connor Group’s Technical Accounting Practice and a resident in the New York office. In this role, he provides guidance and leads client service engagements on a variety of technical accounting issues including leasing, debt and equity financing transactions, revenue recognition, business combinations, embedded derivatives, foreign currency, stock and employee compensation, and new accounting standard implementation. He is the leader of Connor Group's thought leadership and client service roll out around the new leasing standard (ASC 842). Dom is also a member of the FASB Small Business Advisory Committee and is a developer and presenter of training classes for external and internal audiences and a presenter at account... Read more

  • Caroline Yan
    • Director
    • Connor Group

    Caroline is a Director in Connor Group’s Technical Accounting and IPO Services practice. During her time at Connor Group, she has worked on engagements such as IPO readiness, S-1 filings, and various accounting assessments in complex transactions. She has developed in-depth technical knowledge of revenue recognition, lease, stock-based compensation, debt and equity financing transactions, embedded derivatives, and variable interest entities.

    In addition to involving in various ASC 606 client engagements, Caroline has actively participated in Connor Group’s ongoing communication process with FASB and AICPA, developed and reviewed training materials, and co-instructed internal trainings and external conferences on matters relate... Read more

  • Rochelle Rausch
    • Partner, Technical Accounting
    • Connor Group

    Rochelle is a Partner in Connor Group’s Technical Accounting and IPO Services practice managing client engagements such as IPO/SPAC readiness, the S-1/S-4 filing process, preparation of Regulation S-X compliant financial statements and providing assistance on a variety of technical accounting issues. Rochelle has experience in multiple industries, including life sciences, financial services, real estate and consumer products. Prior to Connor Group, Rochelle worked at Deloitte & Touche, LLP most recently leading their Southern California Accounting & Reporting Advisory Services division and also served in their global offering services practice in London, U.K. and their National Office Accounting Consultation practice in San Franc... Read more

  • Deepika Sandhu
    • Partner, Financial Operations
    • Connor Group

    Deepika is a Partner in Connor Group's Financial Operations (FinOps) practice. Deepika has more than 20 years of direct industry, management consulting and Big-4 experience business process improvement, financial operations and organizational effectiveness. Deepika has led numerous projects for high-growth companies in the areas of close process optimization, public company readiness, internal controls and system implementations and optimizations. Deepika also has significant experience in risk consulting, helping clients to quantify and pro-actively mitigate risks and assessing companies overall internal control effectiveness. Previously Deepika was a Senior Manager in the advisory practice of Grant Thornton LLP and the head of Business... Read more

  • Lauren Bowe
    • Partner, Financial Operations
    • Connor Group

    Lauren is a Partner in Connor Group's Financial Operations practice. She has a combination of industry and professional services experience in financial operations, controllership, business process improvement, accounting systems, and internal controls.

    Lauren partners with clients’ senior finance executives in fast-paced, high-growth environments to provide strategic solutions to a variety of operational accounting challenges pertaining to people, processes, and systems. Lauren has extensive experience introducing and improving business processes to prepare the finance organization for the public company environment. She works with clients designing and implementing practical recommendations that optimize the use of systems and im... Read more

  • Nicole Garizio
    • Supervising Senior
    • Connor Group

    Nicole is a Supervising Senior in Connor Group’s Technical Accounting and IPO Services practice. She brings her experience in assisting with financial statement preparation and reporting, audit preparation, and carve outs across various industries and multinational corporations. Nicole has focused in collaborating with her clients to assist in the adoptions of the new leasing standard, revenue standard, and other complex technical accounting transactions. Nicole is a Certified Public Accountant (New York) and holds a Bachelors in Business Administration from Hofstra University.

  • Michele Clarkson
    • Partner, Technical Accounting
    • Connor Group

    Michele is a Partner in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Michele has over twenty years of experience in leading new standard implementations (revenue recognition and leasing), M&A and divestiture transactions, and reporting challenges from the lenses of advisor, preparer, and auditor. Prior to working at Connor Group, Michele has worked as a technical accounting consultant at RSM, an assistant controller at a public company, and an audit professional with PwC. Michele is a Certified Public Accountant in Pennsylvania and graduated from Penn State University. 

  • Blake Collins
    • Director, Technical Accounting
    • Connor Group

    Blake is a Director in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. He has extensive experience with revenue recognition, lease accounting, business combinations, goodwill and intangibles, public equity offerings, and stock-based compensation. 

    Prior to joining Connor Group, he worked as an audit professional at Deloitte in Orange County, California, and Salt Lake City, Utah, for more than 8 years, most recently as a senior manager serving both public and private multi-national and small companies in a variety of industries. His international audit experiences include mergers and acquisitions, SEC repor... Read more

  • Nicole Killela (Garizio)
    • Manager, Technical Accounting
    • Connor Group

    Nicole is a Manager in Connor Group’s Technical Accounting and IPO Services practice. She brings her experience in assisting with financial statement preparation and reporting, audit preparation, and carve outs across various industries and multinational corporations. Nicole has focused in collaborating with her clients to assist in the adoptions of the new leasing standard, revenue standard, and other complex technical accounting transactions. Nicole is a Certified Public Accountant (New York) and holds a Bachelors in Business Administration from Hofstra University.

  • Alec Schon
    • Manager, Technical Accounting
    • Connor Group

    Alec is a Manager in Connor Group’s Technical Accounting and IPO practice. He has experience in preparing technical accounting memorandums on complex financial transactions and the implementation of new accounting guidance. Additionally, Alec has experience preparing SEC-compliant financial statements for both domestic and foreign issuers.

    Prior to joining Connor Group, Alec was a Senior in Ernst & Young’s Financial Accounting Advisor Services (FAAS) group, where he focused primarily on helping Fortune 500 companies successfully implement ASC 842, Leases. Alec has also worked as a research assistant at the Governmental Accounting Standards Board (GASB). At the GASB, Alec assisted teams on preparing Board memorandums and stakeho... Read more

  • Tyler Richtsmeier
    • Director
    • Connor Group

    Tyler is a Director in Connor Group’s Financial Operations practice. He has significant experience implementing systems, processes, and controls in complex and fast paced environments. Tyler is a critical thinker and understands the importance of effectively leveraging business applications. 

    Prior to joining Connor Group in New York, Tyler worked for Groupon as Manager of Financial Systems. Before Groupon, he worked for Honeywell in various accounting roles. Tyler graduated with a Bachelors of Business Administration from the University of Michigan. 

    Tyler is a leader in Connor Group’s NetSuite practice and holds several NetSuite certifications. 

  • Dan Minahan
    • Internal Operations Project Manager
    • Connor Group

    Dan Minahan is a Senior Manager in the Project Management Office at Snagajob, America’s #1 hourly work marketplace. Dan is an insightful project manager and team leader with over 15 years of experience in technology and operations. With proven leadership, facilitation, and creative problem-solving skills, he brings a thoughtful and detailed-oriented approach to tackling problems and realizing outcomes. From design to implementation, Dan emphasizes transparency, collaboration, and alignment to achieve valuable impact. Over the past year and a half, Dan led an order to cash process revamp and financial tech stack implementation at Snagajob.

  • Jesse Fillerup
    • Director, Technical Accounting
    • Connor Group

    Jesse is a Director in Connor Group’s Technical Accounting and IPO Services practice providing assistance on complex revenue recognition issues and assisting clients with the adoption of ASC 606. Jesse has participated in and led various aspects of ASC 606 projects, including: drafting company-wide ASC 606 revenue recognition policies and adoption memos, drafting technical accounting white papers, preparing and delivering training on ASC 606 adoption, and quantifying the impact of the adoption of ASC 606. Jesse’s clients include a diverse group of technology companies that range in size from pre-IPO to multi-billion dollar public software and technology companies. 

    Prior to joining Connor Group, Jesse spent more than 10 years... Read more

  • Athena Dunbar
    • Director, Technical Accounting
    • Connor Group

    Athena is a Director in Connor Group’s Technical Accounting group, providing assistance to clients with technical accounting issues, IPO readiness and the S-1 filing process. Athena has extensive experience with lease accounting, revenue recognition, stock-based compensation, complex debt and equity arrangements, business combinations, public and private financial statements preparation, and SEC filings. Prior to joining Connor Group, Athena was in the audit practice at Ernst & Young spending time in their San Francisco and Toronto, Canada offices. Athena graduated from McGill University and a Chartered Professional Accountant (Ontario, Canada). 

  • Alexandra Bresso
    • Manager
    • Connor Group

    Allie is a Senior Manager in Connor Group’s National Quality Team in the New York City office. During her time at Connor Group, she has worked on various accounting assessments in complex transactions. She has developed in-depth technical knowledge of the new leasing standard, stock-based compensation, financing transactions, public equity offerings, variable interest entities, inventory costing, and business combinations. 

    In addition to her involvement in various client engagements, Allie has actively participated in Connor Group’s ongoing communication process with FASB, developed training materials, and co-instructed internal training on various technical matters. 

    Prior to joining Connor Group, Allie worked for... Read more

  • Kim Smith
    • Director, Strategic Markets
    • Connor Group

    Kim is a Director in Connor Group’s Strategic Markets practice. Kim has over 15 years of public accounting experience and has served a variety of companies in the technology, consumer products and manufacturing industries on a multitude of topics, including business combinations, stock-based compensation, consolidations, SEC reporting matters, and general accounting matters as well as the differences between IFRS and US GAAP. Prior to joining Connor Group, Kim worked for International Game Technology PLC as the Senior Director of Financial Reporting. Before IGT, Kim worked for Ernst & Young in their Technical Accounting Advisory Group providing assistance to companies in various industries on a multitude of projects, including acquis... Read more

  • Keyur Shah
    • Partner
    • Connor Group

    Keyur is a Partner in Connor Group’s Technical Accounting and IPO Services group providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Keyur has extensive experience in working with stock-based compensation arrangements (including employee stock purchase plans), analyzing complex equity structures and financing arrangements, business combinations, financial statements preparation, and foreign currency issues.  Prior to working at Connor Group, Keyur spent a number of years working within the Transaction Services group at both KPMG and PwC working with companies in the consumer products, technology, financial services, and life sciences sectors.    Keyur is a Certified Public Accountan... Read more

  • Keyur Shah
    • Partner
    • Connor Group

    Keyur is a Partner in Connor Group’s Technical Accounting and IPO Services group providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Keyur has extensive experience in working with stock-based compensation arrangements (including employee stock purchase plans), analyzing complex equity structures and financing arrangements, business combinations, financial statements preparation, and foreign currency issues.  Prior to working at Connor Group, Keyur spent a number of years working within the Transaction Services group at both KPMG and PwC working with companies in the consumer products, technology, financial services, and life sciences sectors.    Keyur is a Certified Public Accountan... Read more

  • Dave Forster
    • Senior Manager, Technical Accounting
    • Connor Group

    Dave is a Senior Manager in Connor Group’s Technical Accounting practice. He is a Certified Public Accountant in NY with over 7 years of combined consulting and industry experience. Dave specializes in helping companies apply GAAP to complex transactions, including divestitures, acquisitions, and IPOs. Additionally, he has consulted in technical accounting issues such as ASC 606 implementation, debt-equity, SEC reporting, audit preparation, and management experience.​ 

    Prior to joining Connor Group, Dave worked at PwC, RSM, and in industry where his work focused on external audit, transaction support, technical accounting, external financial reporting, financial modeling, FP&A, and issue-based consulting.​ ​

    Dave res... Read more

  • Jeff Hark
    • Director, Technical Accounting
    • Connor Group

    Jeff is a Director in Connor Group’s Technical Accounting and IPO Services Practice. He has significant experience in technical accounting and financial reporting matters, including business combinations, lease accounting, share-based compensation, revenue recognition and financial statement preparation.  

    Prior to joining Connor Group, Jeff spent 13+ years with PwC in Boston in their audit practice serving both public and private clients in the financial services industry.  Jeff also spent four years in the advisory practices of two other national accounting advisory firms, working with a variety of clients in the technology and life sciences industries, including serving in controllership roles. 

    Jeff is a Certi... Read more

  • Matt Lepley
    • Partner, Technical Accounting
    • Connor Group

    Matt has significant experience in complex accounting issues including business combinations, leases, revenue recognition, financial instruments, and public offerings. He has strong background in internal control and processes, especially with high-growth companies.  

    Prior to joining Connor Group (May 2021), Matt spent 12+ years at Deloitte in Boston in their audit practice. While at Deloitte, Matt served a broad range of clients including large multi-national entities to emerging growth companies who were both public and private in the technology, consumer products, life science, and financial services industries.  

  • Corey Saunders
    • Partner, Transformation and Risk
    • Connor Group

    Corey leads the national Transformation & Risk Solution Practice for Connor Group. With over 20 years of Big 4, consulting, and private sector experience, Corey specializes in the governance, risk, and financial accounting complexities of high-growth companies, including the rapid maturation of internal controls over financial reporting, business process improvement, and organizational scaling. His clients are focused within varying technology and life sciences sectors, including SaaS, eCommerce, medical device manufacturing, and pharmaceuticals.

  • David McGuire
    • Managing Director, Financial Operations
    • Connor Group

    David is a Managing Director with over 20 years of experience assisting clients with finance strategy, processes and systems, complex technical accounting matters, SEC/GAAP regulations, SOX/internal controls, financial reporting, and assistance with clients’ financial statement audits.

  • Corey Saunders
    • Partner, Transformation and Risk
    • Connor Group

    Corey leads the national Transformation & Risk Solution Practice for Connor Group. With over 20 years of Big 4, consulting, and private sector experience, Corey specializes in the governance, risk, and financial accounting complexities of high-growth companies, including the rapid maturation of internal controls over financial reporting, business process improvement, and organizational scaling. His clients are focused within varying technology and life sciences sectors, including SaaS, eCommerce, medical device manufacturing, and pharmaceuticals.

  • Keith Denham
    • Guest Speaker from Persefoni
    • Connor Group

    Keith is the EVP of Global Markets at Persefoni. He joined Persefoni with over 25 years of experience in governance, compliance, and technology consulting. His expansive career across risk management and corporate governance includes 20 years at Deloitte, during which he held several leadership positions. He oversees the growth of the company’s carbon accounting solutions while providing counsel on sustainability strategies, risk management, and compliance to support client implementation of Persefoni’s carbon accounting technology. 

  • Mallar Mukherjee
    • Director, Technical Accounting
    • Connor Group

    Mallar is a Director in Connor Group’s Technical Accounting practice. He has significant experience in complex technical accounting and financial reporting matters. His areas of expertise include advising public and private companies in technology (SaaS, Adtech, Transaction Processing), agribusiness and retail sectors on complex technical accounting issues and SEC reporting matters. Mallar has extensive experience with implementation of ASC 606, Revenue Recognition, ASC 842, Leases and ASC 326, Credit Losses standards, including evaluation of ongoing internal controls and disclosure processes as well as operational implementation of new accounting standards.   

    Prior to joining Connor Group, Mallar was a Senior Manager at EY i... Read more

  • Laura Stephens
    • Partner, Technical Accounting
    • Connor Group

    Laura has nearly 20 years of experience advising multi-national clients through multibillion-dollar transactions, including IPOs, M&A, spinoffs/divestitures, and GAAP change. She has extensive technical knowledge of complex accounting (e.g., revenue recognition, business combinations, stock-based compensation) and financial reporting requirements and their application to both private and public companies. She has led high-growth clients through successful IPO/SPAC exits and understands the risks and complexities associated with the SEC registration process. Her diverse client portfolio includes technology, media, telecommunication, industrial products, and consumer market companies ranging in size from small startups to large, accele... Read more

  • Becca Smith
    • Speaker, Solutions Architect, Netgain Solutions
    • Connor Group

    Becca Smith is a solutions architect at Netgain Solutions in their Lehi, UT office. Becca works with companies of all sizes to determine if Netgain software is a good fit for their accounting needs. She graduated with a masters degree in tax with a minor in information systems from Brigham Young University. She worked to get her CPA certificate before starting at Deloitte in their Business Tax Service group in the San Jose, CA office. While working at Deloitte, she worked with small to large corporations and a variety of VC partnerships providing her with a broad variety of clients. 

    After Deloitte, she moved to Netgain where she worked on the implementation team, gaining a deep knowledge of NetSuite and the potential for Netg... Read more

Upcoming live webinars

No upcoming webinars...

Sign Up For Our All-Access Pass:

Unlimited Access

12+ unique premium webinars each month and 590+ hours of on-demand self-study courses.

Save Time

CPE should be about learning, not wasting time searching all over for the right training.

Save Money

Complete your CPE requirements at one affordable price.

On-the-Go Learning

Learn at your own pace from your computer, tablet, or mobile device.