Join us on 11/17 at the Santa Clara Hyatt. We kick-off at 11:30am with lunch and an afternoon of panel sessions. Our evening keynote panel includes dinner. Look for our
email invite soon – more details about our all-star panelists and a registration link.
Panel Sessions:
- The Dodd-Frank Act It's been a year since the enactment of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Is the reform helping
or hurting our economic recovery? Join the discussion as Senator Christopher Dodd and Congressman Tom Campbell examine the merits of each side, moderated by Governor Eliot Spitzer.
- Cyber-Security Professionally organized Cyber criminals now want your draft earning release for preemptive trading. How are they trying to
penetrate your Finance department? What you need to know.
- M&A Valuation Turbulence Stock price volatility like a bouncing ball; if trailing averages lose significance, what's the new art form of
valuation? It used to be cash instead of stock – don't laugh when you hear the kicker of "warrants derived by the price of gold."
- Economic Outlook 2012 The "herd mentality of fear", versus economic reality, versus the wild-card of the geopolitical theatre. If history doesn't
repeat itself, does it really rhyme, as Mark Twain tells us? Un-cloud your crystal ball by seeing patterns not previously illuminated.
- Energy for Growth Energy policy and new technologies available: For your company, what new opportunities will impact your bottom line?
Effective June 18, 2009 SECURITIES AND EXCHANGE COMMISSION, in reference to 17 CFR PARTS 210 and 229, has deferred SOX for non-accelerated filers <more>
For complete and up to date SEC Final Rules, please visit http://www.sec.gov/rules/final.shtml
Update February 24, 2009
SOAProjects storms Big Four walls with decentralized consulting model
...MOUNTAIN VIEW - SOAProjects Inc. has nowhere near the head count or geographic footprint of the......Silicon Valley / San Jose Business Journal by William-Arthur Haynes on January 9, 2009
MOUNTAIN VIEW — SOAProjects Inc. has nowhere near the head count or geographic footprint of the audit firms that dominate its field.
But that’s a big reason why the Mountain View risk advisory firm says it services its clients at rates far below the Big Four, where it finds people to add to its rapidly growing roster of seasoned auditors.
SOAProjects was founded in 2004 by a handful of senior-level professionals, mostly from PricewaterhouseCoopers, and specializes in enterprise government and advisory services, regulatory reporting, technical accounting and finance and IT consulting.
Beginning this year, the firm will roll out its green program and audit advisory, which will inspect facilities and recommend policies to ensure compliance with environmental regulations. That comes on the heels of a strategic partnership with Pleasanton-based Equity Administration Solutions Inc., announced in December. The partnership will combine SOA’s accounting and finance expertise with Equity’s stock plan expensing software.
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December 1, 2008, SOAProjects proudly launches new service line, Green Audit. SOAProjects provides advisory services to accomplish your Green Program and Audit Requirements.
Measuring key environmental parameters; Analyzing raw and test data; Reviewing purchase orders and invoices;Inspecting facilities; Interviewing employees, managers, and executives;Communicating with contractors, vendors, customers, and regulators; Examining policies, internal records, reports, and public statements relating to the environment; Comparing audit results to previous audits, as well as to industry standards and best practices. View public presentation. <more>
December 12th, 2008, SOAProjects partners with EASi to provide one stop equity accounting and administration solution.
Leadership Team, Manav Singh, Chuck Bajaj, Ashish Prabhakar and Lilly Huang announced enhanced capabilities in equity compensation management using SOAProjects and EASi.
"We can now offer a comprehensive solution that combines superior stock plan expensing software with accounting, IT and outsourced stock plan management services." said SOAProjects President, Manav Singh
EASi leverages automation and self-service to save time, save money and reduce errors. Use EASi to generate required valuation, expensing, corporate tax, dilution, and disclosure numbers and entries.
With EASi you can upload addresses and state tax rates and our platform calculates taxes on the fly. Our E Link Payroll interface lets you send up demographic data, address changes, department, title, YTD FICA and EASi calculates the exact tax amount and caps the FICA deductions. Then, EASi sends back the ordinary income earned and the tax amounts to tax jurisdictions specific to the individual.
EASi also brings in the risk free interest rate for your Black Scholes calculation and automatically applies it to determine the fair value calculation. In addition, our platform provides automatic daily stock price feeds via the Internet.

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