About The Instructor
Joel has over 40 years of financial accounting experience in public accounting firms and has provided effective, cost-efficient, independent audits in a timely manner to small, medium and large companies in both the private and public sectors nationally and all over the world. In addition to his audit background, Joel has performed reviews, compilations, agreed-upon procedures services and due diligence work across a wide spectrum of industries including, insurance, healthcare, pension and 401(K) plans, SOC 1 and 2 engagements, HOA's/COA's, personnel agencies, mortgage brokers and lenders, Real Estate, software development companies, the financial services industry, a widespectrum of professional companies and firms, and not for profit organizations.
Prior experience at several highly regarded accounting firms, includes serving as managing Partner and Partner-in-Charge of SEC/Insurance and Healthcare assurance clients. Joel has held in-house executive management positions at insurance companies where his responsibilities ranged from GAAP, to SAP as well as tax, internal financial reporting and international consolidations and reinsurance negotiations.
Joel has performed more than 100 audits of property and casualty, life and health insurance carriers, throughout the Worldwide for Statutory, GAAP and SEC purposes, as well as for potential mergers/acquisitions and public offerings of companies. He has audited offshore insurance carriers in France, England, Bermuda, the Turks and Caicos and Cayman Islands, both the US and British Virgin Islands.
A frequent speaker at conference throughout the United States, Joel has taught numerous courses on all facets of financial concern within the insurance industry as well as other highly relevant topics in today's GAAP and regulatory environment. His audiences have included colleagues and staff both within the CPA firms he has worked; and also for high level executives, accounting staff and operating personnel within the insurance industry.