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Southern Oregon University

Seminar: Simple Facts That Matter in Reading Financial Statements

Understanding the fundamentals of financial statements is critical to career success – but too many women don’t acquire experience in this area. Learn exactly why being conversant in financial statements is so important to your career; explore which key competencies to nail down, how to do that, and what questions to be sure to ask when reviewing the numbers. No need for bravado (or clamming up!) here; enjoy a safe environment to ask questions and begin building a foundation for understanding P&L, ratios, and other critical terms and ideas.

Presenters:

Joelle Pulver, CPA, is a senior manager at Moss Adams LLP. Joellehas over 11 years of public accounting experience serving health plans, integrated health systems, hospitals, senior living facilities, manufacturing and distribution corporations, telecom companies and timber related entities. 

Joelle is chair of the Moss Adams Greater Bay Area Best Practices Committee, a member of the American Institute of Certified Public Accountants, Oregon State Society of CPAs and Cal-CPA as well as Healthcare Financial Management Association, Nor-Cal Chapter. . She holds a Masters of Professional Accountancy from Montana State University; her BA in Business Administration is from University of Washington.

Mary Schoeggl is Chief Financial Officer for Pacific Retirement Services. Mary has over 25 years of experience in finance and accounting.  She began her career with PRS in 1989.  Over the years, Ms. Schoeggl has held the position of Controller, VP of Finance, VP of Development, and is currently serving as the CFO.   In her current role, Ms. Schoeggl is responsible for all accounting and finance for approximately 50 companies within the PRS family and also serves as the financial liaison to the boards of directors of various affiliates. Ms. Schoeggl has a B.S. in Business Administration from Southern Oregon State College (now known as Southern Oregon University).