Operationalize Your Crypto Accounting
Join TaxBit, Hash Basis, and Attivo for a discussion with expert practitioners who help businesses realize that crypto compliance doesn't have to be a difficult manual process — May 16 @ 10a PDT and 1p EDT
Crypto accounting is moving fast and sometimes it can be hard to keep up! Tune in to hear from expert practitioners helping businesses realize that compliance doesn't have to be a difficult manual process. During this session, which is eligible for 1 CPE Credit, you'll hear from experts who discuss recent news and hot topics in crypto accounting such as the recently proposed crypto accounting guidelines from FASB and learn about the challenges & pitfalls companies often face with crypto accounting and how to avoid them.
Tune in to be inspired by this group's collective hands-on experiences and gain valuable insights that will help you and your business save time and money with crypto accounting.
Live Session
About the Speakers
David Thomson
Web3 Practice Lead / CFO at Attivo Partners
Dave leads Attivo’s Web3 practice working with more than 40 companies where he provides specialized technical and operational guidance. He also serves as a CFO for some of our clients. He has over 10 years of experience as a CFO. As an operational CFO Dave has exceptional analytical and financial modeling skills applied to SaaS and financial products such as cryptocurrencies. Dave spent his early career on Wall Street with Merrill Lynch responsible for budgeting, financial reporting, controls, and profitability analysis for financial products with over $3 billion in revenue, as well as over $100M in annual technology spend for several business units. In addition to his work with Attivo, Dave runs a family office specializing in high-frequency cryptocurrency trading, market making, and yield farming for the past six years.
Mackenzie Patel
Founding Partner at Hash Basis
Mackenzie Patel is a CPA and the CEO of Hash Basis, a crypto-native accounting firm. She and her business partner, Courtney, started Hash Basis to share their crypto accounting & tax expertise with the blockchain industry. She also does the accounting for dOrg, the first DAO to be incorporated as an LLC in the United States. Mackenzie is based in San Francisco and loves hiking around Angel Island.
Aaron Jacob
Head of Accounting Solutions
Prior to TaxBit, Aaron spent eight years at Chatham Financial working with the treasury and accounting teams of corporate and large financial services clients. He advised companies on: derivative portfolio management; finance and accounting process transformation; technical accounting solutions; and oversaw the development of Chatham’s core financial services technology. During this time, Jacob worked across many asset classes including: equities, foreign currency, interest rates, and commodities.
Aaron previously worked at the Financial Accounting Standards Board (FASB), where he assisted the Board in making improvements to US generally accepted accounting principles (GAAP).
He has a Master’s Degree in Accounting from BYU and earned his MBA from The Wharton School where he graduated as a Palmer Scholar.
Dipika Kumar
Solutions Engineer TaxBit
Dipika Kumar is a Solutions Engineer at TaxBit, actively involved in both pre-sales and post-sales processes. With prior experiences at industry leaders BitPay and Binance.US, Dipika has been a part of the blockchain industry since 2018. She started her career as a CPA and later pivoted to data science, equipping her with a unique blend of financial and technical expertise to effectively serve TaxBit's customers.