Susan DuRoss

Executive Director, Global Valuations, Harvest Investments

Susan O. DuRoss Executive Director, Global Valuations Harvest Investments Susan DuRoss oversees global valuations at Harvest Investments. She ensures that all Harvest prices and levels are derived in accordance with FASB ASC 820 or applicable framework, using the highest levels and most transparent inputs available in the marketplace. She is also responsible for the development and maintenance of Harvest’s transparent pricing methodologies and report deliverables. Working in close cooperation with clients, she ensures that their individual needs are met as she helps them navigate the complexities of financial markets and reporting requirements. Susan serves on the PCAOB Pricing Sources Task Force and the AICPA Financial Instruments Task Force. She frequently presents at AICPA and other audit conferences and has also appeared as a panelist for the PCAOB Standard Advisory Group. Susan closely monitors guidance from FASB, GASB, AICPA, and the PCAOB, providing advice and instruction for audit and issuer clients. Prior to joining Harvest, Susan traded mortgage and asset-backed securities for William Blair & Co. in Chicago. She maintained an inventory of bonds and coordinated the issuance and sales of various structured products. She is exceptionally familiar with the structures and behaviors that led to the 2007 financial crisis and uniquely qualified to assist both audit and issuer clients with accurate and transparent fair value estimates for financial investments. Her first-hand experience also includes financial analysis, hedging, mark-to-market pricing, and the management of syndicate and repo books. She has also functioned in an advisory capacity for banking and insurance clients. Susan received her bachelor’s degree from the University of Michigan.


Sessions

This presentation provides guidance from the new Financial Instruments Performance Framework (FIPF) the Certified in Valuation of Financial Instruments™ (CVFI™) credential. This is a non- More