2017 NABA CLEVELAND
Spring Accounting Conference Presentations
PWC Speakers
Gabriel Alejandro
services to insurance entities and a wide range of investment vehicles, including hedge funds,
offshore funds, private equity funds, bank collective trust funds, and multi-class/master feeder
funds. Gabe is currently serving healthcare clients and is familiar with ACA issues and reporting.
Gabe has also managed numerous service organization controls report engagements relating to fund
accounting, custody and health benefit claims processing. While on a two-year international
assignment in Dublin, Ireland, he gained exposure to International Financial Reporting Standards.
Gabe graduated from the University of Notre Dame with a Bachelor of Business Administration
in Accountancy. He is a Certified Public Accountant in Massachusetts, Pennsylvania, and Indiana.
Doyt M. Jones III
From 2011 – 2012, Doyt was in Bank of America’s accounting policy department in Charlotte, NC and his responsibilities included supporting their consumer businesses (credit card, student lending, deposits and auto loans) and ensuring their goodwill analysis was completed in accordance with U.S. GAAP. From 2003 – 2011, Doyt was in PwC Philadelphia’s financial services practice providing audit services to clients within the Banking, Asset Management and Insurance industries, primarily focusing on clients in the Banking industry.
Doyt is a graduate of North Carolina A&T State University and is a Certified Public Accountant in Pennsylvania.
Kristin Neely
services to insurance entities and a wide range of investment vehicles, including hedge funds,
offshore funds, private equity funds, bank collective trust funds, and multi-class/master feeder
funds. Gabe is currently serving healthcare clients and is familiar with ACA issues and reporting.
Gabe has also managed numerous service organization controls report engagements relating to fund
accounting, custody and health benefit claims processing. While on a two-year international
assignment in Dublin, Ireland, he gained exposure to International Financial Reporting Standards.
Gabe graduated from the University of Notre Dame with a Bachelor of Business Administration
in Accountancy. He is a Certified Public Accountant in Massachusetts, Pennsylvania, and Indiana.
Bill Wobser, IV
Ernst & Young
James Kerekes
James is a member of the Kent State Center for Information Systems Committee. He also presents on IT risk-related topics to ISACA, Institute of Internal Auditors, and in a classroom environment at John Carroll University and Kent State University. He also is heavily involved in recruiting efforts at EY through on-campus recruiting and office interviewing.
Your Bean Counters
Joanne Montagner-Hull
Joanne is a CPA / Consultant, who has owned and operated a firm here in Ohio since 1996.
Before that, she had a similar firm in Southern California, for five years. Previously, she spent six years as a corporate tax specialist, and then branched into private industry as a controller and chief financial officer for another six years. Her training and organizational development programs range from various management topics, to team building, to staff and board development topics, to extensive financial management topics.
Joanne is a CPA in Ohio and was a CPA in California as well. Joanne has a Bachelors Degree in Accounting from Cleveland State University. She has taught undergraduate level accounting college courses. She has spoken to technical and professional groups, regionally and nationally.