PricewaterhouseCoopers Center for Innovation in Professional Services

Presents

The Role of the Accounting Professional

Participant Bios

Henry D. Barratt Jr.
Founder and Managing Director
Blue Water Capital

Prior to the founding of Blue Water Capital, Mr. Barratt was from October 1994 an investment banker specializing in strategic financings and sales of technology companies. From 1990 to 1994, Mr. Barratt was a Partner with CEO Venture Fund, a Pittsburgh-based broad spectrum venture capital firm with $45 million under management. From 1972 to 1990, Mr. Barratt was employed in the banking industry, and from 1987 to 1990 was a Group Vice President of Central Fidelity Bank, a $9 billion financial institution where he managed a $50 million loan portfolio and served on the bank’s senior loan committee. He has broad experience in the venture capital and private sector financing of advanced technology companies and has served on the boards of companies in the software, industrial automation, health care, and distribution industries.

Mr. Barratt attended The George Washington University and Stonier Graduate School of Banking. Mr. Barratt is a director of Access Point, Cigital and Number 6 Software.

Mr. Barratt is a Managing Director for Blue Water Strategic Fund I, LLC, Blue Water Venture Fund II, LLC, and Blue Water Venture Fund III, LLC.

Tricia B. Daniels CPA, CFE
Partner, Forensic & Dispute Services
Deloitte Financial Advisory Services, LLP

Ms. Daniels is a Partner in the Forensic & Dispute Services Group in the Washington, D.C., office of Deloitte Financial Advisory Services LLP. She has over 22 years of financial experience covering a wide range of services, including dispute analysis, fraud and accounting investigations, financial restructuring, due diligence, operations, corporate governance, and process improvement. The scope of her industry experience spans financial services, professional services, insurance, staffing, manufacturing, software, satellite services, and energy.

Ms. Daniels earned a B.B.A. from The University of Texas at Austin, is a Certified Public Accountant in Texas and the District of Columbia, and is a Certified Fraud Examiner.

Mary K. Erickson
Director of Examination Development
CFA Institute

Mary K. Erickson is Director of Examination Development at the CFA Institute. In this role she is responsible for all activities related to the development of the Level I CFA Examinations administered in June and December. Prior to joining the CFA Institute she was a full-time faculty member at George Mason University, teaching undergraduate courses in both finance and accounting. Ms. Erickson has also worked as fixed-income portfolio manager and a private placement credit analyst for several years each.

Ms. Erickson has been a Certified Public Accountant since 1975 and a Chartered Financial Analyst (CFA) since 1983. She has a B.S. in accounting and an M.B.A. with a concentration in finance.

Matt Yu
Associate, Transaction Advisory Services Group
Ernst & Young

Matt Yu is an associate in the Transaction Advisory Services group at Ernst & Young, where he performs due diligence and provides transaction structuring and other advisory services to Private Equity as well as corporate clients on mergers, acquisitions, and leveraged buyouts. Prior to joining the Transaction Advisory Services group, he was a tax consultant in the federal tax consulting group. Prior to Ernst & Young, he was a physics Ph.D. candidate at the Department of Physics at the University of Virginia, where he did two years of physics research on nanotechnology as a research assistant.

Matt received his BS in physics from Tsinghua University in China and his M.S. in Accounting from the McIntire School of Commerce at the University of Virginia. Matt currently serves on the Board of UVA Club of Washington.