Join USPAACC and Wells Fargo for a discussion on the importance of managing business cash flow. Learn how to take control of your cash and create safeguards to keep your cash flow positive.
Lead Strategy and Planning Consultant
Mr. Asera is currently a Lead Strategy and Planning Consultant at Wells Fargo, where he specializes in small business growth initiatives.
Loren's tenure with the bank spans three decades. Collective experiences in the field as a banker, manager, and coach ignited a passion for helping small business owners achieve their goals. He's spent the last twenty years developing, planning and executing growth strategies aimed at creating better experiences for small business owners.
He holds a degree in Managerial Economics from the University of California, Davis and is a graduate of the Pacific Coast Banking School.
Loren resides in Northern California with his family, where he enjoys volunteering at community events, running, cycling, and DIY projects around the house.
Co-President; Partner and Co-Founder
USPAACC Western Regional Chapter; ASTUTE
Sandhya Mukkamala is a Partner and Co-Founder at ASTUTE and an accomplished CPA in the State of California. She advises clients on R&D tax incentives, technical accounting, forensic audits, as well as works closely with clients’ CFOs/Controllers to develop stronger processes and controls within the business. She has more than 15 years of experience in audit and review engagements, and complex Merger & Acquisition due diligence audits for private and public accounting sectors.
Prior to founding Astute, Sandhya has served as M&A due diligence auditor for several years in a reputed public accounting firm in Silicon Valley. She has led the audit team in planning, structuring, and performed M&A due diligence activities across all functional areas such as financial, products, operations, and technology etc. She has also served as an external Auditor for various high-tech, automotive, retail, manufacturing, and service industries nationally and globally. As an acumen auditor, she helped companies uncover millions of dollars lost due to fraudulent activities or lack of control over processes, addressed complex accounting and financial reporting challenges.
Besides Auditing and Corporate finance, Sandhya has extensive experience in R&D tax credit consulting projects, performed numerous financial and M&A due diligence audits, resolved complex Accounting for Income tax provisions, SEC Reporting, internal controls testing and fraud testing over financial reporting for a multitude of industries from early startups to Pre-IPO to public companies nationally and globally.
Her unique understanding, problem-solving skills and providing reliable solutions have benefited clients in various industry sectors.
Business Express is a business coaching program wherein underserved small Asian American and minority businesses will get a clear perspective of their own business, develop their own road map for growth and discover how to lead their business to success. Business owners in Track 1 are eligible to join the business plan competition at the end of the workshop series can win award funding up to $5000 for their business!
Harness the power of data-driven decision-making with Google Analytics. Uncover valuable insights that enable smarter choices for your business.