He will talk about his path to excellence and becoming a CFO. You will learn why academic excellence in high school does not always equate to success later in life. He will talk about why he chose to major in accounting at the University of Notre Dame and how it helped him build both his finance profession and his business career. You’ll learn how switching from CPA firms to mortgage-backed securities launched his career on Wall Street. You will understand why you need to specialize in the accounting and finance world. You will discover why it is important to have a broader understanding of your area of expertise, including legal and sales aspects.

You’ll learn more about the collapse of Bear Stearns and its sale to J.P. Morgan Chase & Co. As head of regulatory compliance at Thomson Reuters Pricing Service, he’ll talk about how he came to work at the firm and why it was a valuable learning experience. You’ll learn about mortgage-backed securities and the different types of audits. You will learn how he came to his role as global head of Thomson Reuters Pricing Service Operations and why people were backing away from that position. He will also talk about his responsibilities as global head of Rights Management and Master Data. He will reveal the most exciting aspect of his position as CFO.

Join Matt and Milton for a fascinating conversation about compartmentalizing, public accounting and expanding your network.

Enjoy!

What You Will Learn In This Show:

• Milton’s definition of excellence
• How important it is to be aware of your abilities in order to excel
• Why Milton branched out into mortgage-backed securities
• The difference between public accounting and corporate accounting
• What caused the Great Recession
• An unqualified audit opinion versus a qualified audit opinion
• On regulatory compliance, pricing services, rights management and master data
• The role of a CFO
• And so much more…