Financial statements and financial analytics are most useful when built for the users of financial statements. For this reason, the UAFRS Advisory Council includes practitioners representing many various constituencies of financial statements, not only experts in accounting.

The UAFRS Advisory Council assists in identifying accounting inconsistencies and vetting methods for restating financials into uniform standards that provide for more comparable analytics over time and across peers.

Council members help to shape, opine, or provide commentary on new uniform accounting methodologies. Council members focus on the applicability of adjustments to their relevant fields. Various perspectives include UAFRS for equity investing, credit analysis, peer benchmarking, corporate governance, and asset and sector allocation in aggregate or for macroeconomic insights.

Council members review the latest research impacting their areas of interest and provide insights to publications, events, and other research venues.

As UAFRS Council members, they have no legal or monetary commitment to UAFRS standards nor their usage nor promulgation.  The Council is growing monthly incorporating a wide array of financial analysis given its many uses.

Joel Litman
Joel Litman

President & CEO of Valens Research,
Chair of UAFRS Council

Dr. Barry J. Epstein
Dr. Barry J. Epstein

Principal at Epstein + Nach LLC
Former Lead Author of the GAAP and
IFRS Guides worldwide

Ralph Nach
Ralph Nach

Principal at Epstein + Nach LLC
Former Author of the GAAP Guide and
the “State of the CPA Profession”

Tim Nguyen
Tim Nguyen

CIO, Rhode Island Employee Retirement Fund
Former Director of Investments at the
University of Connecticut Foundation

Whitney George
Whitney George

Chairman, Sprott USA
Former Co-CIO of Royce Funds

William (Bill) F. Farley
William (Bill) F. Farley

CEO, Liam Ventures
Former CEO of Fruit of the Loom

Andrew Carlson
Andrew Carlson

Head of Advisory Analytics,
PricewaterhouseCoopers
Former Director at Credit Suisse HOLT

Dr. Hitendra Patel
Dr. Hitendra Patel

CEO, IXL Center, Global Institute of
Management Consulting
Founder of Innovation Management

Dr. Mark Frigo
Dr. Mark Frigo

Director and Professor, Center for Strategy,
Execution and Valuation at Driehaus
College of Commerce,
DePaul University Co-author of DRIVEN

Bill Yeskel
Bill Yeskel

Founder and CEO, +AMP
Former Investment Strategist at BlackRock
and Director at Credit Suisse HOLT

Steve Kraus
Steve Kraus

Managing Director, Meridian OHC LLC
Former Managing Director of
Credit Suisse HOLT

Robert Spivey
Robert Spivey

Managing Director,
Director of Research at Valens Research

Paul Bienstock
Paul Bienstock

Senior Investment Analyst and
Portfolio Manager, Bienstock Asset Management
Former Portfolio Manager for US Bank

Dr. Ben-Ami (Beni) Gradwohl
Dr. Ben-Ami (Beni) Gradwohl

Co-Founder and CEO, Cognovi Labs
Former Managing Director of
Morgan Stanley Modelware

Rhys Spencer
Rhys Spencer

APAC Head of Sales, Tullet Prebon Information
Former Product Manager TPI - Asia Pacific

Edilberto “Ed” Ortiz
Edilberto “Ed” Ortiz

Managing Partner, EC Ortiz
Former AICPA Scholarship Chair of
ICPAS Board

April Lee-Tan
April Lee-Tan

Director of Research, COL Financial
Former President of CFA Philippines

Dr. Emmett P. Tracy
Dr. Emmett P. Tracy

Dean of Postgraduate Programs,
Hult International Business School
Former CEO and Co-Founder of
KaffeeHouse Digital

Laurence Scofield
Laurence Scofield

Managing Partner, MacroValue Investors Ltd

Mark Ubelhart
Mark Ubelhart

Associate Director, Human Capital, Center for
Corp. Performance, IIT Stuart School of Business
Former Value Based Management & HCF
Practice Leader at Hewitt Associates

James Brooks
James Brooks

Director of Finance, ITS ConGlobal,
Carlyle Group Portfolio Company
Former US Navy Nuclear Sub Officer

Jack C. Li
Jack C. Li

Executive Director/Chairman of Investment &
Risk Committees, Harrison Asset Management
Strategic Advisor To Chairman,
InfoRich Group & Cha Cha Station

Joe Milam
Joe Milam

Founder and CEO, AngelSpan, Inc.
Former CIO of Legacy Capital Management

Gavin C. Lee
Gavin C. Lee

Assistant Professor, Virata School of Business,
University of the Philippines - Diliman
Former Director of CFA Philippines

Kevin Ow Yong, Ph. D.
Kevin Ow Yong, Ph. D.

Associate Professor of Accounting,
Singapore Institute of Technology (SIT)
Former Assistant Professor of Accounting at
Singapore Management University

Jordan Gerber
Jordan Gerber

Owner, CFO Worldwide
Board Member of Chicago Diabetes Project

Jun Labadan
Jun Labadan

General Partner, Clique Capital Partners
Former Senior Managing Director at
EJJ Technology
Former CEO at Molave Capital

Robert “Bob” Rebitz
Robert “Bob” Rebitz

Portfolio Manager,
Strategic Turnaround Fund, LP
Former Managing Director of HOLT
Value Associates

Viktoria Dalko, Ph.D.
Viktoria Dalko, Ph.D.

Professor, Hult International Business School
Founder and President of the Research
Institute of Comprehensive Economics
Teaching Faculty at Harvard University

Scott Shuda
Scott Shuda

Managing Director, Meridian OHC LLC
Director, InfuSystem Holdings, Inc.
Former Vice President and General
Counsel of Vicinity Corporation

Jed Velarde
Jed Velarde

Stock Market Investment Advocate,
COL Financial Group, Inc.
Former Country Director of the Institute
of Strategy and Valuation in the Philippines

Albert Lu
Albert Lu

President and CEO, Sprott US Media
Former Managing Director of
WB Advisors, LLC

Hayden Prescott
Hayden Prescott

Alternative Investment Accounting Analyst,
William Harris Investors, Inc
Former Senior Investment Accountant of
TCS Group

Matt Rakowksi
Matt Rakowksi

Private Equity Investor
Former Head of High Yield Securities Desk,
Goldman Sachs

Edmund Lee
Edmund Lee

President and CEO, Caylum Trading Institute
Former Equity Analyst of COL Financial

Dr. John Sviokla
Dr. John Sviokla

Speaker, Consultant, Board Member, Investor
Former Vice Chairman and Board Member of
Diamond Management & Technology Consultants

Steven Kopjo
Steven Kopjo

Director of SEC Reporting & Investor Relations,
PlayAGS, Inc. (AGS)
Former Senior Manager of Financial Reporting of
Wynn Resorts Limited

Tom Gerencer
Tom Gerencer

CEO, Gerencer Creative
Writer, Zety
Former Head Writer of Money Nation

Florin Tibre
Florin Tibre

Co-chair and Director of IT, Euro Strada SRL
Former Co-Founder of Erste Telekom

Jason Berg
Jason Berg

Associate Director of Strategy and Innovation,
G100 Companies
Former Associate Director of SSA & Company

Mathias Diehl
Mathias Diehl

CFO, Tialoc Singapore Pte Ltd (formerly known
as atea Environmental Technology Pte Ltd)
Former Strategic Controller of
SGL ACOTEC GmbH