With more than 20 years of accounting, auditing, and consulting experience, Jon’s experience includes providing audit services to large, multi-national companies and smaller SEC registrants in a variety of industries, including utilities and telecommunications.
Serving as CRI’s director of professional services in the corporate office in Enterprise, Alabama, he is responsible for the firm’s quality control (and the associated professional education) initiatives.
Additionally, Jon serves as the director of SEC services, which includes working, in a quality control capacity, with all of CRI’s SEC registrant clients. He has experience with initial public offerings (IPOs), secondary public offerings, SOX implementation, periodic filings reviews, and regulatory accounting issues. Jon experience includes serving as partner on dozens of employee benefit plan audit engagements – including both defined benefit and defined contribution plans. He has authored and presented various courses in internal controls for various accounting firms and the Alabama Society of CPAs while also serving as an instructor for both CRI’s CPE Week and The CRI Leadership Academy.