Biography

Matt has provided consulting for business processes, applications, and data analytics solutions since 1995. He helps his clients address regulatory and compliance challenges and leads cross-functional teams comprised of human resources, accounting, tax, and data management professionals to solve the challenges created by regulation. Matt consistently leverages his experience in business process controls, IT audit, data management, and application development to help his clients build comprehensive, resilient, auditable, and well-documented solutions to address recordkeeping and regulatory challenges.

Over the last decade, Matt has dedicated much of his career to solving complex employee stock-based compensation data conversion, accounting, and tax challenges. He is a Certified Equity Professional and has deep experience working with the major equity administration platforms (Charles Schwab, E*TRADE, Fidelity, Solium, Certent, and Morgan Stanley). Matt specializes in addressing high-risk merger, divestiture, and corporate transaction support; data conversion and setup due to vendor or platform changes; federal income tax provision setup; and implementing US and global tax mobility tracking functionality.

In recent years, Matt has spearheaded the utilization of advanced data visualization tools in the financial accounting and stock-based compensation industry. These tools have helped his clients further unlock the value of their data by enabling them to quickly monitor trends and risks as well as identify and correct gaps and errors within their underlying data platform.

Selected Publications

Selected Speaking Engagements

  • KPI Dashboards for Ecommerce
    (Moss Adams E-Commerce Webcast Series, October 2021)
  • Operational Excellence in Equity
    (GEO Virtual Conference, October 2021)
  • 6 Power Moves for the Data Analyst
    (AIBLE, October 2021)
  • Data Driven Equity Organizations
    (National Association of Stock Plan Professionals – Florida Chapter (NASPP), June 2021)
  • M&A - Insights from Experience
    (GEO’s National Conference, April 2021)
  • Turducken and Piecaken: Thanksgiving Style M&A
    (National Association of Stock Plan Professionals- Philadelphia Chapter, December 2020)
  • Reconcile This!
    (GEO – Nashville Conference, August 2020)
  • Data Driven Higher Education
    (Moss Adams SF Higher Ed, March 2020)
  • Data Driven Internal Audit
    (Portland IIA, May 2019)
  • How to Become a Hero - Data Visualization 2.0
    (ETRADE, May 2019)
  • Getting ready for an Equity Plan Audit
    (Solium, May 2019)
  • Telling your Equity Plan Story with Data Visualization
    (GEO’s National Conference, April 2019)
  • Equity Administration
    (National Association of Stock Plan Professionals (NASPP) - San Diego Conference, September 2018)
  • Becoming a Data-Driven Organization
    (Moss Adams Webcast, June 2018)
  • Equity Administration and Operational Effectiveness
    (Global Equity Organization's 2018 Northern California Forum, June 2018)
  • Mobility Tax Compliance: You’ve Heard the Risk, but What Do You Do?
    (14th Annual CEP and Silicon Valley NASPP Symposium, March 2018)
  • Compliance with Mobility Tax: Is Your Company at Risk?
    (Charles Schwab webcast, October 2017)
  • Equity FASB Accounting Changes (ASU 2016-09) Update
    (NASPP Seattle Chapter, May 2016)
  • Equity Compensation Analytics
    (Tax Executives Institute San Jose Conference, June 2013)

Professional Affiliations

  • Certified Equity Professional (CEP)
  • Certified Information Systems Auditor (CISA)

Education

  • BA, economics, University of Virginia
  • MBA, University of Colorado
  • Post-BS, information systems, Virginia Commonwealth University