Session Overview

In this session, Geri will share practical ways senior finance leaders can reduce surprises in financial statement reviews and audits. Drawing on real‑world examples, she’ll focus on:

• Where reviews still uncover issues
  High‑impact pressure points in revenue recognition, leases, and key estimates that trip up otherwise strong finance teams.
• What’s changing in GAAP and the audit environment
  A plain‑English look at recent pronouncements and audit‑quality trends that affect private companies, including new expectations around disclosures and documentation.
• How to build a calmer, more audit‑ready finance function
  Simple habits and processes that help finance teams tighten their close, strengthen internal controls, and stay ahead of lenders, boards, and auditors.

Attendees will leave with concrete questions to bring back to their teams and a one‑page checklist they can use to assess their own financial reporting readiness.

Our Speaker

Geri Wood https://www.linkedin.com/in/geriwood/ is a CPA and partner at Hutchinson and Bloodgood https://hb.cpa/ with more than 25 years of experience helping privately held companies keep their financial reporting clean, credible, and lender‑ready.

She has led the firm’s regional Accounting and Auditing Committee, with oversight for the audit function, and has worked with both domestic and international businesses that report under U.S. and global standards. That mix means she brings big‑firm technical depth into a setting where clients still get direct partner attention.

Geri’s focus is on assurance and financial reporting for growing companies that need their numbers to stand up to banks, investors, and boards. She works with finance teams to tighten close processes, strengthen internal controls, and reduce last‑minute surprises in reviews and audits, so they can spend less time firefighting and more time supporting the business.

Clients describe Geri as collaborative, accessible, and calm under pressure. She’s the person they call when they want practical answers on revenue, leases, and estimates, and a realistic path to more reliable financial statements.