Derivative Accounting & Hedge Program Management
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Meet Our Team

Helen Kane

President

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Hedge Trackers president Helen Kane is a widely recognized leader in the application of ASC 815 (formerly FAS 133, “Accounting for Derivative Instruments and Hedging Activities”) within corporate environments. Helen founded Hedge Trackers in 2000 as a FAS 133 consulting and outsourcing firm providing deeply technical, yet practical solutions to Fortune 100 to 1000 companies. In the decade-plus since, she has provided vision and leadership underpinning the firm’s evolution into a premier provider of hedge program management software, consulting, outsourced derivative accounting and knowledge transfer services.

Leadership Team

Ruth Hardie
Ruth has played an instrumental role in building the firm’s team of derivative specialists that partner with Corporations around the globe to provide outsourced derivative accounting, consulting, analytics and hedge accounting software. A qualified CPA, Ruth has an MBA and a BS in Finance.

Ruth Hardie

Senior Director, Client Services

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Sathyan for team
Sathyan Catari leads the software development team for Hedge Trackers, ensuring Capella remains a best-in-class, client-ready solution. Sathyan has more than 10 years of experience in software development and team leadership. He holds an MS in information systems.

Sathyan Catari

Chief Technology Officer

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Karen for team member
Karen Gubler, CPA oversees Hedge Trackers’ outsourced team of derivative accountants and ensures the team is able to deliver unparalleled customer service and support for Capella Foreign Currency software, Hedge Trackers’ proprietary FX hedge accounting solution.

Karen Gubler

Director, Outsourcing & Capella Support

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Christin for team
Originally joining Hedge Trackers in 2011 as an IR derivative accountant, Christin Kauten now serves as the company’s Director of Finance and Human Resources and oversees all finance and HR-related functions. She holds a Master’s degree in accounting from UMKC.

Christin Kauten

Director, Finance & Human Resources

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Client Engagement Team

  • Sandra for team
    Based in Hedge Trackers’ Chicago office, which she established, Sandra Koch works with clients on an individual basis to provide item and effectiveness testing, as well as derivative accounting setup and support.

    Sandra Koch

    Director, Client Services

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  • Jim Shepard
    Jim Shepard has experience managing FAS 133 and FAS 52-compliant revenue and balance sheet hedging programs. He earned an MBA from Santa Clara University and is a Certified Treasury Professional.

    Jim Shepard

    Director, Client Services

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  • Glenn Suarez joined Hedge Trackers as Manager, Client Services. Glenn has nearly three decades of finance experience, including experience helping clients navigate ASC 815 (FAS 133) accounting rules. Glenn, a CFA, earned his undergraduate and master’s degrees from Stanford.

    Glenn Suarez

    Senior Manager, Client Services

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  • JP Headley serves as Hedge Trackers’ technology consulting manager. In this role, JP facilitates the integration of Capella software with our client’s internal systems. JP has more than 20 years of accounting and finance experience.

    JP Headley

    Technology Consulting Manager

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  • Eric Wakefield is responsible for sales, new business growth, and retention initiatives for North America. A sales professional with more than 20 years of experience, Eric earned his bachelor’s degree from University of Nebraska.

    Eric Wakefield

    Sales Manager

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  • Tracey Hagelin is a sales manager at Hedge Trackers, responsible for new business growth and retention initiatives for North America. Tracey has 17 years of sales experience in the financial and software industries and a bachelor’s degree from Florida Atlantic University.

    Tracey Hagelin

    Sales Manager

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  • Laura Lifland is a Regional Sales Manager, responsible for new business growth and retention. Prior to Hedge Trackers, she garnered over 18 years of experience related to FX execution and hedging guidance. Laura has a Masters of Business Administration from New York University.

    Laura Lifland

    Regional Sales Manager

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  • Based in Washington, D.C., Mary Ellen Saunders joined Hedge Trackers in 2016 as a Client Relationship Manager. A graduate of Virginia Polytechnic Institute and State University, Mary Ellen has more than a decade of experience in the finance industry.

    Mary Ellen Saunders

    Client Relationship Manager

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  • Jeff Goggins joined the Hedge Trackers team in 2016. A finance professional with more than a decade of experience, Jeff is a Certified Treasury Professional and earned his BAs from Ohio University before moving on to earn his MBA from the University of Phoenix.

    Jeff M. Goggins

    Consulting Manager

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  • Dan Walz has nearly a decade of experience as a finance professional and joined Hedge Trackers in 2016 as a Client Services Specialist. Based in Chicago, Dan earned his bachelor’s degree in international relations from Northern Illinois University.

    Dan Walz

    Client Services Specialist

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  • Lorraine Popylisen came to Hedge Trackers in 2017 as a Client Services Specialist. Lorraine graduated from Santa Clara University with a Bachelor’s degree in Finance.

    Lorraine Popylisen

    Client Services Specialist

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Technical Experts

  • Stephanie for team
    Stephanie Adams joined the Hedge Trackers team in 2014 as an IR derivative accountant, contributing her experience gained from work at a venture capital firm. Stephanie received her Master’s in Accounting from Brigham Young University.

    Stephanie Adams

    Derivative Accountant

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  • teresa A for team members
    A member of Hedge Trackers’ team of IR derivative accountants, Teresa Adams provides independent, transparent derivative valuations for clients in addition to testing and measuring IR hedge relationship effectiveness. Teresa earned a bachelor’s degree from University of Iowa and is a CPA.

    Teresa Adams

    Sr. Derivative Accountant

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  • Lorelei Clement is a member of the IR derivative accountant force at Hedge Trackers, having prior experience as a Division Finance Officer at Bank of America. Lorelei is a CPA and earned her Bachelor’s in Business Administration degree from Washington University.

    Lorelei Clement

    Sr. Derivative Accountant/Process Lead

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  • Sherlyn for team
    Working for Hedge Trackers since 2007, Sherlyn Czachor serves as a member of the IR derivative accountant team, contributing, in particular, her expertise in interest rate swaps. Sherlyn received a Bachelor’s in Finance from Northern Illinois University.

    Sherlyn Czachor

    Sr. Derivative Accountant
  • La Juanda R.E. Denny joined Hedge Trackers as a marketing content manager in early 2017 with nearly 20 years of experience delivering marketing services. La Juanda received a B.S. in Computer Information Systems from Regis University and an M.B.A. from Stanford.

    La Juanda R.E. Denny

    Marketing Content Manager
  • Kelly frank for team members
    Kelly Frank is a member of Hedge Trackers’ team of FX derivative accountants. In addition, Kelly plays an active role in testing new features and enhancements made to Hedge Trackers’ proprietary FX hedge accounting software solution, Capella.

    Kelly Frank

    Sr. Derivative Accountant

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  • laurie for team
    Laurie Garfield joined Hedge Trackers as an FX derivative accountant. Her areas of expertise include audit preparation and review, hedge accounting and using CapellaFX to manage FX currency accounting risk. She earned a Bachelor’s degree in Business Economics from UC Santa Barbara.

    Laurie Garfield

    Derivative Accountant

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  • A finance professional with nearly three decades of experience, Rayanne Gustlin provides clients with transparent derivative valuations. She also plays an active role in testing new features added to Hedge Trackers’ proprietary FX hedge accounting software solution, Capella.

    Rayanne Gustlin

    Sr. Derivative Accountant/Finance Program Manager

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  • Rebecca-J yeam member
    Rebecca Judge joined Hedge Trackers as a Derivative Analyst and has since moved to the position of Capella Support Manager. Her understanding of derivative accounting  and expert knowledge of Capella enable her to work with clients for the successful implementation of the software.

    Rebecca Judge

    Sr. Capella Support Manager

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  • Hedge Trackers
    An integral member of the Hedge Trackers team, Jennifer Keehlwetter serves as an FX derivative accountant and contributes to the testing of CapellaFX software. Jennifer is a CPA and earned a Bachelor’s in Business Administration from West Virginia University.

    Jennifer Keehlwetter

    Derivative Accountant

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  • In 2017, Karen Kerr joined the Hedge Trackers team of technical experts as an IR Derivative Accountant. Karen is a CPA with over 16 years of experience in accounting and a Bachelor of Arts from Pomona College.

    Karen Kerr

    Derivative Accountant
  • morgan
    As a derivative accountant, Morgan Kolyn uses his intimate knowledge of Capella to provide user support, and also plays an active role in testing its new features. Morgan, who is fluent in French, holds a Master of Business Administration degree in Finance from the University of Chicago.

    Morgan Kolyn

    Sr. Derivative Accountant
  • A treasury professional with nearly 20 years of experience, Rama Krishnamoorthy joined the Hedge Trackers team in 2015 as an FX Derivative Accountant. Rama earned an MBA from UCLA’s Anderson School of Management and her BS in accounting and finance from UC Berkeley.

    Rama Krishnamoorthy

    Derivative Accountant

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  • Hedge Trackers
    Farah Lotia has expertise in valuations and measurement of exotic hedging including basis caps, knock-out swaps and commodity structures. A CFA Charterholder, Farah holds an MBA from the Institute of Business Administration.

    Farah Lotia

    Director, Quantitative Analytics

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  • Janice Oberhofer
    Janice Oberhofer researches complex derivative accounting issues, provides training and defines additional functionality development for Capella Foreign Currency. She holds an MBA from Santa Clara University.

    Janice Oberhofer

    Senior Technical Advisor

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  • Jean Peng joined the Hedge Trackers team in 2016 as an FX Derivative Accountant. Her primary emphasis is the testing of new features and enhancements of CapellaFX. Jean is a graduate of the University of California – Los Angeles.

    Jean Peng

    Derivative Accountant
  • Lindsay Poelman joined Hedge Trackers in 2016 as a derivative accountant. In her role, Lindsay provides services to clients to enable them to measure their hedge relationship effectiveness. She holds a master of accountancy degree from University of Utah.

    Lindsay Poelman

    Derivative Accountant

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  • Liz for team
    Elizabeth Rogers has been a member of Hedge Trackers since 2008 as an FX derivative accountant, handling the risk assessment and hedging for three major corporations as well as a variety of other clients. Liz also participates in testing new features of CapellaFX software.

    Elizabeth Rogers

    Derivative Accountant

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  • Eugenia Shen joined Hedge Trackers in 2016 as Finance Program Manager. Eugenia earned her BS from the University of Shanghai for Science and Technology in China and holds a Masters of Arts from the University of Rhode Island.

    Eugenia Shen

    Finance Program Manager

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  • Jennifer Stanger joined Hedge Trackers in 2010 and serves as a member of the firm’s FX derivatives accountants. In addition, Jennifer plays a role in testing enhancements made to CapellaFX, the company’s proprietary FX hedge accounting software.

    Jennifer Stanger

    Sr. Derivative Accountant

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  • Hedge Trackers
    Annebelle Syrimis has been a member of the Hedge Trackers team since 2014. In her role as Financial Systems Analyst, Annebelle works with users of Capella FX, Hedge Trackers’ proprietary FX hedge accounting software solution, fielding questions and testing new features.

    Annebelle Syrimis

    Finance Program Analyst

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  • Hedge Trackers
    Trina Terry is a senior derivative analyst on Hedge Trackers’ team of IR derivative accountants. She provides transparent derivative valuations and tests and measures IR hedge relationship effectiveness for clients, in addition to communicating updates and disclosure requirements.

    Trina Terry

    Quantitative Consultant

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  • Joe Vyvijal joined Hedge Trackers in 2017 as a corporate marketing manager bringing over 20 years of experience from a variety of marketing and business development positions in the semiconductor industry. Joe received a B.S. in business administration with a concentration in marketing from CSU, Sacramento.

    Joe Vyvijal

    Corporate Marketing Manager

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  • Lisa for team
    Lisa Wallace serves as an FX hedge accountant as well as technical lead for Hedge Trackers’ FX outsourcing group. Lisa prepares month- and quarter-end journal entries and disclosure tables, in addition to testing new features made to Capella software.

    Lisa Wallace

    Senior Technical Accountant/Technical Lead

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  • Diana team
    Diana Whitlach, CPA, serves as both an FX and IR Derivative accountant, contributing to the testing of new features and enhancements to CapellaFX software. Diana holds a Bachelor’s in Accounting from California State University at Northridge.

    Diana Whitlach

    Sr. Derivative Accountant

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  • Cathy Willihnganz, CPA, is one of Hedge Trackers IR derivative accountants. Cathy, who earned a Master’s degree in Finance from UCLA and a Bachelor’s in Economics from the University of Wisconsin at Madison, volunteers at the National Charity League where she serves as Treasurer on the Board of Directors.

    Cathy Willihnganz

    Sr. Derivative Accountant

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