Anna Alex Founder

Planetly

Piya Baptista Director ESG Advisory Services, North America

Corporate Citizenship

Piya Baptista is a sustainability specialist with 20-plus years of experience with businesses, development finance institutions and nonprofits. At Corporate Citizenship, a sustainability consulting firm, Piya advises companies on sustainability strategy, social impact, and reporting. Her experience spans health care, food and agriculture, technology, financial services, and general manufacturing.

Prior to Corporate Citizenship, Piya worked for the Global Reporting Initiative (GRI) to advance sustainability reporting in North America, including leading a multi-stakeholder initiative to redefine how companies approach health and wellbeing. Her career experience includes addressing global economic development challenges through The World Bank and its private sector investment arm, the International Finance Corporation (IFC). At IFC, Piya built understanding of commercially viable “inclusive business solutions” that integrate low-income populations into value chains as employees, suppliers, distributors, retailers, and customers. Piya started her career at Ashoka: Innovators for the Public where she advanced the work of social entrepreneurs globally.

Piya has authored several articles and publications, including as a former non-resident Research Fellow for the Corporate Responsibility Initiative at the Harvard Kennedy School. She has spoken at GreenBiz and industry events on topics such as the Sustainable Development Goals and ESG reporting. Piya received an MSc in Development Studies from the London School of Economics and a B.A. in Economics from St. Xavier’s College in India. 

Bethany Beers Sustainability Practice Leader

Mazzetti

For 17+ years, Bethany has been living her passion of creating healthy, enduring environments. She has both owner and consulting experience in sustainable and energy efficient design, commissioning, and project management. She leads Mazzetti’s Sustainability Practice, delivering a variety services, including energy-reduction strategy & implementation, climate action consulting, commissioning, LEED consulting, etc.  In addition to Bethany’s technical competencies, she is keenly attuned to aligning owner’s needs and expectations and effectively communicating to ensure project success. She enjoys the challenge of envisioning a better future and then making it come to life!

Debbie Biddle-Castillo ESG Internal Control and Risk Leader

KPMG

Scot Case Vice President of Corporate Social Responsibility and Sustainability

National Retail Federation

A passionate believer in the power of business to make the world a better place for everyone, Scot Case has focused on the intersection of business, environmental, and social concerns since the mid-1990s. With strategic leadership experience in the retail, quick-service restaurant, manufacturing, government, and non-profit sectors, Scot provides a system-wide perspective that makes it possible for organizations, teams, and individuals to thrive in a rapidly changing future.

A masterful facilitator, Scot engages and manages the unique needs of extremely diverse internal and external stakeholder groups to help them develop and implement winning strategies and successful solutions for complex global challenges. He enables them to:

* Analyze complicated problems from multiple perspectives;
* Understand the unique needs of diverse groups of stakeholders;
* Ensure stakeholder viewpoints and concerns are heard, understood, and valued;
* Develop clear, concise, and effective strategies and solutions that address the most relevant and critical issues; and
* Execute, learn, and adapt.

A frequent keynote speaker and conference presenter on strategy development, leadership, and CSR, ESG, and related sustainability concerns, Scot has published dozens of articles and case studies. He testified before Congress and has been interviewed by NPR, Good Morning America, CNN, The New York Times, Business Week, and the Wall Street Journal.

Nancy Dark Director of Internal Controls

Kellogg Company

Nancy Dark is a Director of Global Internal Control since May 2016.

Ms. Dark has held roles of increasing responsibility over internal control stewardship in the Corporate Controller’s department since 2005.  Up until January 2020 when she took on her current role, she was chiefly responsible for Kellogg’s global Sarbanes Oxley Section 404 compliance and reporting program.

Ms. Dark joined Kellogg in the Global Internal Audit Department in January 2003.

Prior joining Kellogg, Ms. Dark was in Internal Audit at Comerica Inc. in Detroit, Michigan and Dallas, Texas.

Ms. Dark received a bachelor’s degree in Accounting and a minor in East Asian Studies from Michigan State University in East Lansing, Michigan.  She has obtained the following certifications: Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), and is certified in Risk Management Assurance (CRMA). 

Jaymin Desai Director of Strategy of ESG and Sustainability Cloud

OneTrust

Jaymin Desai serves as the Director of Strategy at OneTrust, the Trust Intelligence Platform, unlocking every company’s value and potential to thrive by doing what’s good for people and the planet. OneTrust connects privacy, GRC, ethics, and ESG teams, data, and processes, so all companies can collaborate seamlessly and put trust at the center of their operations and culture. 

In his role, Jaymin supports the OneTrust ESG & Sustainability Cloud where he advises companies on ESG and sustainability management operations to help the business prioritize people and the planet. He works with clients to centralize their ESG information across business units and engagement lifecycle. Desai takes a customer-based approach to product development and derives the majority of his backlog from customer feedback and direction. Jaymin earned a B.S in Bioengineering at Georgia Institute of Technology and holds CIPP/E, CIPM certifications.

Christopher Geiger Vice President, Internal Audit and Enterprise Risk

Lockheed Martin Corporation

Christopher Geiger is Vice President, Internal Audit and Enterprise Risk for Lockheed Martin, a Fortune 100 aerospace & defense company with a presence in over 50 countries. In this capacity, he is responsible for leading the development and execution of the corporation’s internal audit plan and enterprise risk governance. He has been with Lockheed Martin for over 20 years and was most recently the Director of Enterprise Risk and Sustainability where he was responsible for leading the Sustainability and Enterprise Risk Management program strategy, implementation, and stakeholder engagement.  Christopher is also on the Board of Directors of Midflorida Credit Union, a $6B+ assets full-service financial institution, and the IEEE Foundation, a charitable organization dedicated to transforming lives through the power of technology and education. He frequently publishes and speaks on topics at the intersection of risk, sustainability, and resilience.

Christopher is a Professional Engineering (PE) in Florida and Texas, Certified Internal Auditor (CIA), and Certified Information Systems Security Professional (CISSP).  In addition, he is an Associate Fellow of the American Institute of Aeronautics and Astronautics (AIAA) and a Board Leadership Fellow of the National Association of Corporate Directors.  He received a master's in business administration and bachelor’s degrees in electrical engineering and chemistry from the University of Florida.

Douglas Hileman, FSA, CRMA, CPEA President and Founder

Douglas Hileman Consulting

Mr. Hileman draws on over four decades of experience to help clients with ESG risk, compliance, management systems, internal controls, reporting, audit readiness, and auditing.  Current focus areas include GHG emissions, forced labor, and conformance with new and emerging rules and standards, including the SEC’s proposed climate disclosure rule.  Doug brings a unique perspective to compliance, drawing from experience in operations and corporate compliance; environmental and sustainability auditing, Internal Auditing, and external assurance for ESG issues (with a Big 4 firm and leading conflict minerals assurance audits with his firm) – four “lines of defense”.  He was on the Volkswagen Monitor Team, involved in the transformation of environmental compliance and management.  Doug is active with the Institute of Internal Auditors, contributing to thought leadership, webinars, and ESG workshops. He authored the first piece on environmental fraud for BNA Environmental Reporter. He is on a core team updating COSO’s guidance on linking the internal controls framework to ESG.  Doug holds the Fundamentals in Sustainability Accounting credential (granted by SASB), Certified Risk Management Assurance Professional (by the IIA) and is Certified Professional Environmental Auditor.  See more at www.douglashileman.com. 

Alexis Huseby VP and Research Analyst of ESG

Lazard Asset Management

Alexis Huseby is a VP and Research Analyst on the Sustainable Investment and ESG team at Lazard Asset Management, focused on advancing Lazard’s ESG integration strategy, including equity analysis, and developing US-based sustainable and ESG-integrated portfolios for institutional clients. She has over a decade of experience in the sustainability field. Prior to joining Lazard, Alexis worked as a fundamental Equity Analyst at Impax Asset Management, covering technology for the US Large Cap portfolio. She also served in working groups addressing emerging ESG themes. Alexis has a BA and MSc from Columbia University in Sustainable Development and Sustainability Management, respectively, and is a CFA® Charterholder.

Sana Imam Operations Manager

Black Directors Health Equity Agenda

Sana Imam is a social impact entrepreneur and operations management consultant specializing in organizational redesign and margin improvement. She has worked across the country with large health systems in urban and rural settings to reduce costs while improving healthcare outcomes during her time at Accenture, Navigant, and Guidehouse. 

Sana is passionate about increasing equity within the workplace and larger communities. Her firm works closely with small-businesses, local governments, and organizations to create and implement DEI strategies at the Board, staff, and community levels. She holds a Bachelors in Psychology and Economics from Georgetown University, and a Master’s in Public Health from Drexel University. She is dedicated to improving access to healthcare and education for minority communities, both domestically and abroad.

Simrin Jhangiani Director of Marketing

MetricStream

Simrin Jhangiani is the Product Marketing Lead for MetricStream’s ESGRC product. Simrin has an extensive business and marketing background having worked as a strategy consultant at KPMG and being a business owner of a sustainable fashion brand. As a former NYU student with a minor in Corporate Social Responsibility, Simrin is passionate about helping businesses make risk-aware business decisions around ESG. She has lived on 3 different continents, and has travelled to over 60+ countries around the world, resulting in a comprehensive understanding of why ESG is important on a global scale. She believes that ESG is fundamental to the growth of businesses in the present day and is ardent about bringing awareness of the ever-changing regulations around Environmental, Social, and Governance.

Lori Kaczynski VP Internal Audit and Chief Executive

Graphic Packaging International

Lori Kaczynski is VP, Internal Audit and Chief Audit Executive for Graphic Packaging International.  Ms. Kaczynski is responsible for leading the Company’s global Internal Audit department, internal financial reporting control structure and team, and Enterprise Risk Management functions enabling achievement of Graphic Packaging’s strategic objectives, performance of internal controls, and driving optimal performance.  She helps the company identify and manage risks, leads financially relevant investigations, then she guides, supports, and ensures internal controls have been designed, implemented and are being executed effectively. 

Lori has many years of experience in a variety of industries and roles in the areas of external auditing, internal auditing, leadership, controlling, transaction and technical accounting, financial reporting, analysis, compliance and ethics, enterprise risk management, investigations, and cash management.  She holds a Bachelor of Business Administration with a major in Accounting from Kennesaw State University (KSU) and currently serves as Chair of the KSU Accounting Department Academic Advisory Council, as a member of the Internal Audit Center Advisory Board, and on the Board of the KSU Athletics Association Board. 

Lori believes in the power of education and has dedicated her time to not profit organizations focused on education.  She is a board member and serves on the Finance Committee for Sheltering Arms, Georgia’s largest nonprofit early education and child care organization focused on high‐quality early education, child-care and comprehensive family support services to more than 3,600 children and their families annually at 16 metropolitan Atlanta locations.  She is Treasurer and board member for the Smith-Gilbert Gardens Foundation funding the Gardens mission of conservation and education.  She also sits on the Advisory Board for Rausch Advisory Services, a professional services firm.   She was the CFO/Treasurer and former Vice President of Membership for the Institute of Internal Auditors Atlanta Chapter. 

Lori is committed to developing and accelerating the advancement of women in business previously serving as Chair of a Women’s Resource Group, currently as a member of Graphic’s Women’s Resource Group, and as a member of the Atlanta’s Women’s Employee Resource Group and volunteering her time to initiate mentoring programs and serve as a mentor.

She was honored by Atlanta Business Chronicle’s “Women Who Mean Business” award for influential business women with notable professional achievements and community involved and authored or was interviewed for articles in the Atlanta Business Chronicle.  Lori serves her professional community as a speaker and panelist at numerous events including the following examples:  Keynote Speeches, global and local conferences, AICPA, Chief Audit Executive and Compliance Officer Roundtables, Audit TV, and KSU classrooms.  

Adrian Khouri Global Director of ESG

Tenneco Inc.

Adrian Khouri is  the Global Director, Corporate ESG at Tenneco based in Southfield, MI.  Over the past six years, Adrian has been instrumental in establishing Tenneco’s ESG program and developing it into its mature status today. Previously, Adrian held several leadership roles including Director of Corporate Quality and Customer Satisfaction at Federal-Mogul which was acquired by Tenneco in 2018. Adrian received a B.Sc. in Computer Engineering from Oakland University in Rochester, Michigan, and an MBA from Walsh College in Troy, Michigan.

Kirby Kleeberg Enterprise Risk ESG and Program Management Leader

KPMG

Chris McClure Partner and ESG Services Leader

Crowe

Christopher is a Partner with Crowe, a top ten global accounting and consulting firm.  He assists companies and their counsel in dealing with compliance and investigations.  Christopher has significant experience dealing with SEC, EPA and other regulatory issues.

Christopher leads Crowe’s national ESG Center of Excellence and assist a wide variety of clients with ESG strategy, program implementation, and reporting requirements.  He is a frequent speaker on the subject and has been quoted in Forbes, the LA Times, and other media outlets.

Colleen Milazzo Senior Vice President

SharedAssessments

Colleen is the Senior Vice President of Third-Party Risk Software Products at Shared Assessments, where she leads the TPRM software team in the development of the software products/tools for third party risk assurance.

Colleen has over 20 years of experience within the financial services industry and consulting. She has led programs associated with risk management, procurement/contract negotiation, mergers and acquisitions, and business process reengineering. She has regulatory and global experience executing portfolios to meet the corporate strategy.

Recently, Colleen managed the Third-Party Security Risk Assurance team for a bank where she reported to the CSO and ensured all due diligence, continuous monitoring, and privacy requirements were met for the third-party inventory. She also was the Chair for the BITS Third Party Risk Committee with representation from multiple firms addressing the best practices and increased regulatory focus on fourth parties. She also managed the Cyber Delivery Management team executing the projects including third parties.

Ratan Milevoj Vice President

Valley Children’s Healthcare

Ratan Milevoj has been serving as the Vice President of Marketing, Communication, Innovation and Assistant Chief Strategy Officer for Valley Children’s Healthcare. In additional to strategic marketing and communication, in her current role she is responsible for bringing best practices to the organization including implementing and managing new ideas and innovations. Ratan joined Valley Children’s in 2004 and has held several leadership roles, including serving as director of physician network development, where she was responsible for acquisitions, start-ups, primary care strategic plan, and operations. She has also served as the director of health information management, patient access, payer contracting, and revenue integrity at Valley Children’s Hospital. Ratan earned her Master of Business Administration with emphasis in Finance and Marketing and Bachelor of Science degree in Business Administration from California State University, Fresno.

Andrew Moyad CEO

SharedAssessments

Andrew Moyad is the Chief Executive Officer of Shared Assessments.

Andrew is an accomplished leader and trailblazer in third party risk management. As a practitioner and a senior risk management executive, he has driven a culture of accountability and diligence in safeguarding information. Andrew has more than 25 years in risk management and information security. He has contributed greatly to the transformation and advancement of risk management as a strategic function that intersects with and helps guide all aspects of organizations.

Most recently, Andrew served as Senior Vice President, Vendor Risk Management at Blackstone, where he led a team of risk professionals responsible for overseeing all phases of the vendor lifecycle at the firm, including risk assessments, control diligence, contract reviews, financial checks, performance monitoring, issue tracking, and management reporting. Prior to Blackstone, he served as a director and global head of vendor risk management and BlackRock and Senior Vice President for Citigroup, where he was a Business Information Security Officer in Global Fixed Income and led third party risk assessments for several years.

Andrew holds a Bachelor of Arts Degree in Natural Sciences from Harvard University and a Master of Science Degree in Information Systems from the Stevens Institute of Technology.

William Nelson Associate General Counsel

Investment Adviser Association

William Nelson is an Associate General Counsel at the Investment Adviser Association (IAA), whose member firms manage more than $35 trillion in assets for a wide variety of individual and institutional clients. Prior to joining the IAA, William served as Chief Compliance Officer for Mercer Advisors, one of the largest independent SEC-registered investment advisers in the US, where he served as the subject matter expert on legal and regulatory compliance issues. William previously served as Assistant General Counsel and Public Policy Counsel for CFP Board and has held multiple roles as an attorney with both the U.S. Departments of Justice and Veterans Affairs. He has served as an Adjunct Professor at the University of Denver Sturm College of Law, teaching securities regulation, and George Washington University Law School and currently serves as Vice Chair for the DC Bar’s Corporation, Finance and Securities Law Community. He has been published in several scholarly law journals and his work has been cited in legal treatises and state and federal court decisions. William received his undergraduate degree from the University of Tulsa, his JD with Honors from the University of Tulsa College of Law, and his LLM from the George Washington University Law School.  

Matthew Nobles Chief Compliance Officer - Middle East & Africa

GE Gas Power

Matthew Nobles is a trusted advisor and member of the executive management team driving business results through strategic development and implementation of ethics, compliance and risk management programs.  He is a transformational leader and problem solver with experience in managing through critical business changes and transitions.  He leverages his deep domain expertise in Finance, Internal Audit, Compliance and Project Management to organize and lead teams executing on key business objectives.

Matthew has been with General Electric for more than 15 years and has a proven leadership track record, working on four continents and across multiple industries.  He currently serves as the Chief Compliance Officer for GE Gas Power for the Middle East & Africa region and is recognized as a trusted advisor and member of the executive management team driving business results through strategic development and implementation of ethics, compliance and risk management programs.   Matthew uniquely pairs a sharp business acumen in finance and audit with a risk mitigation framework to deliver a forward-leaning compliance program that sets the standard in the industry and for the region.  His demonstrated expertise includes developing and managing regulatory and governance frameworks, creating/implementing policies/procedures, innovating effective training methods, risk assessment and monitoring programs, commercial oversight, leading investigations, managing remote cross functional teams and building a strong corporate culture.

Emily Parlapiano Director of ESG Programs and Reporting

Amneal Pharmaceuticals

Emily is an environmental, social and governance (ESG) professional with over a decade of experience leading initiatives across multiple sectors within social and environmental sustainability, encompassing topics such as climate change, health equity and corporate purpose.

Emily currently serves as the head of global Environmental, Social and Governance Programs and Reporting at Amneal Pharmaceuticals (AMRX). In these capacities, she leads Amneal’s stakeholder engagement efforts to develop solutions to meet customer needs for accessible and affordable medicines - while simultaneously managing enterprise sustainability, cultural change, stakeholder engagement, social impact, and ESG/sustainability disclosure.

Emily joined Amneal from Chief Executives for Corporate Purpose (CECP), where she led sustainability programs and partnerships for the CEO Investor Forum. As part of her role, she advised the world’s largest companies on their Environmental, Social and Governance initiatives and strategies with a focus on communicating meaningful long-term sustainable value to a diverse set of stakeholders.

Prior to CECP and following over half a decade in Financial Services with both S&P Global and Thomson Reuters, Emily worked with the David Rockefeller Fund to establish their mission-aligned investment strategy and led programmatic research and grantee funding decisions.

Emily is the Co-Founder of Generation Sustainability, a non-profit that provides cross-functional sustainability practitioners with a free, pre-competitive, and supportive platform to navigate their personal and professional journeys as sustainability stewards. She received her BA from Villanova University and was one of the first 500 global sustainability professionals to hold the full SASB FSA credential. She has served as a Subject Matter Expert for SASB and volunteers regularly with High Water Women where she teaches financial literacy.

Chaitali S. Patel Founder and CEO

EvergoodImpact

Chaitali is a highly reputable social impact, finance, and fintech executive. A leading thought leader within the ESG and sustainability field she has advised numerous businesses and private equity investors with ESG and Sustainability strategy and planning. Concurrently, she serves as Chief Impact Officer at 100 Women in Finance, a global association of women executives in asset management with 30 locations worldwide.

During her banking tenure, she held various senior executive positions at major national financial institutions, including the Bank of Hawaii, Zions Bancorp, PNC Bank, and HSBC Holdings. Her fifteen-plus years in the sector included extensive experience with business strategy, risk management, product management, bank operations, channel management, and financial reporting. Seasoned fintech strategist, she led the B2B finance arm of Fundation Group, a New York-based financial technology firm, as head of Catalyst Solutions.

Chaitali holds a BBA in Finance from the University of North Texas, an executive certificate in Financial Planning from Georgetown University, and an MBA from the University of Utah’s Eccles School of Business.

As an ESG and impact investing entrepreneur actively engaged in the academic community, she speaks and shares knowledge on gender equity in the business, social impact investing, ESG metrics, and impact measurement best practices. She serves on the boards of commercial and social impact organizations, including UK-based ESG tech firm Maanch, STEM for Her, a nonprofit with the mission to advance women in STEM careers, and University Impact, a donor-advised impact fund based in Provo, Utah. She is based in the Washington, DC, area.

Amanda Patrick Director of ESG/Corporate Sustainability

RITE AID

Amanda Patrick is a passion driven retail sustainability leader with expertise in ESG strategy, reporting, engagement and disclosure.  She has worked for Rite Aid in various risk management roles since 2007, transitioning to corporate sustainability in 2019. As the Director of Corporate Sustainability/ESG for Rite Aid, Amanda collaborates and engages with multiple internal and external business partners to develop strategy, drive progress and shape disclosure around various environmental and social sustainability topics such as patient health, responsible sourcing, human capital management and energy and waste reduction.  Amanda lives in central Pennsylvania with her husband, two children, and Labrador retriever, Bingo. 

Pallavi Singh Head of ESG Products and Consulting

SG Analytics

Pallavi is the Head of ESG products Solutioning at SG Analytics. She is an ESG enthusiast with an affluent understanding and extensive experience through her 14 years of dealings in this field of study. In her current role, Pallavi engages with corporates, financial market participants and rating agencies, across different market sectors, build credibility through a holistic integration of ESG in their business journey.

She has worked with organisations like EY, ICF, Treeni and Gensol across the span of her career and has been involved with multiple Climate Change and ESG integration, management, reporting and assessment assignments.

Passionate about bringing about a positive social change in the world, Pallavi is determined to demystify the challenging concepts of sustainability and ESG to ensure its wider adoption across all the spheres of business activities. She holds a master's degree in the field of ‘Energy Systems’ and actively supports the meaningful implementation and disclosure of ESG journey of the organisation.

Neil Stewart Director of Corporate Outreach

International Financial Reporting Standards Foundation

Neil Stewart is the New York-based Director of Corporate Outreach for the IFRS Foundation, which houses the International Accounting Standards Board (IASB), the newly created International Sustainability Standards Board (ISSB), the SASB Standards and the Integrated Reporting Framework. Neil joined SASB in 2020, bringing more than 25 years of experience in and around investor relations and corporate governance. Previously at Citigroup as VP IR Advisory on the ADR team, helping non-US issuers develop IR and ESG strategies, Neil is a board member of NIRI NY, the New York chapter of the National Investor Relations Institute.

Geert Vermeulen CEO

Ethics and Compliance Management and Consulting

The mission of Geert Vermeulen is to help organizations conduct business in an ethical and compliant way. Geert is specialized in establishing and improving ethics and compliance programs in general and anti-corruption, third party due diligence and whistleblowing programs in specific. In 2016 he founded ECMC: Ethics & Compliance Management & Consulting. ECMC provides compliance training, consulting services and external ethics & compliance management. In 2020 Geert launched his second company called ‘The Integrity Coordinator’. This company is an independent, external coordinator of whistleblowing procedures.

Geert regularly speaks and writes on ethics and compliance. He is a member of the Professional Advisory Committee of the Law Compliance Minor at The Hague University. When he won the National Compliance Award in 2020, he was labelled ‘the compliance guru’.

Geert obtained most of his experience in-house as the Global Head of Compliance of Damco, the freight forwarding arm of the AP Moller Maersk Group, and Chief Compliance Officer of Aon EMA. At Aon, he was also a member of the corporate social responsibility committee of the Dutch organization. He served as one of the Directors of the Netherlands Compliance Institute and has been the President of the Dutch Compliance Officers Association, where he founded the expert group on Financial Economic Crime. He is also a member of the expert groups on Culture and Behavior and on ESG.

R. Charles Waring Partner, Audit & Assurance

Eisner Advisory Group LLC

Charles Waring is a Partner in the Assurance and Technology Control Services Practice within the Audit Group, and a leader of the firm’s Environmental, Social and Governance Services (“ESG”) practice. He has extensive experience as an audit professional specializing in internal controls, IT risk management, regulatory compliance, and Third-Party Assurance / SOC reports. Charles focuses on compliance and controls within financial services organizations, and has experience relating to supporting external audits, delivering internal audits, assessing compliance functions, and performing risk assessments of consumer protection financial laws. He also has experience delivering regulatory compliance internal audits in accordance with CFPB exam requirements for financial services companies.

In addition, Charles has a broad range of expertise in external and internal audit, Sarbanes-Oxley 404, SOC 1, regulatory compliance, and consulting. He has focused on reviews of business process and application controls, IT general controls, trading and operations, and asset management regulatory compliance. Charles has worked extensively with loan servicers, banks, insurance companies, and broker-dealers. He has experience working with companies across various industries that were undergoing carve-outs, IPO readiness or other significant transactions.

Prior to joining the firm, Charles was an Internal Audit Director at a Big 4 Accounting firm where he spent the last 13 years of his career in their Risk Assurance practice. This enabled him to develop a broad and deep knowledge of the spectrum of financial services companies and their associated products, risks, and controls.

Charles has been a panel speaker and presenter for the Pennsylvania Institute of Certified Public Accountants, where he is an active member, and a past “40 Under 40” Members to Watch recognizing up-and-coming young leaders. Charles is a member of The Union League of Philadelphia.