Financial Accounting & Reporting Update 2018
CHICAGO
LEARNING OBJECTIVES:
- Understand the latest accounting changes in key areas
- Recognize the timelines and key factors
- Begin to assess the effects of these standards on your company or clients
REGISTRATION INFORMATION:
Cost $795 (Save $200 off the $995 fee if you register at least 45 days in advance).
We have a block of rooms available at the Hyatt at $219 per night.
You can also register by phone 610 789-3110
or Email questions or to be invoiced to: mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:00 | Financial Accounting Update FASB Technical Agenda Overview Key Learnings from Recent Lease and Rev Rec Implementations Accounting for credit losses What to Expect from FASB in Next Year |
10:00 | 10:15 | Break |
10:15 | 11:15 | Cybersecurity Update What can you do? Recent trends Who is targeting you? Methods of Attack Phishing, Malware, Physical, Through Business Partners and Via New Technologies |
11:15 | 12:30 | Accounting for Leases: New Rules Identification of a Lease Key Concepts Lease Classification Lessee and Lessor Accounting Examples |
12:30 | 1:30 | Lunch |
1:30 | 3:30 | Revenue Recognition Key provisions of new standard Considerations and illustrative examples for collectibility, contingent revenue, sales to distributors, performance obligations over time, elimination of VSOE for software transactions, use of residual approach, term licenses, time value of money, disclosure implications |
3:30 | 3:45 | Break |
3:45 | 5:15 | Trump Presidency and the SEC: Handicapping the New Regulatory Environment SEC Personnel Update The Financial CHOICE Act JOBS Act Implementation Update FAST Act (aka JOBS Act 1.5) What to Expect |
Agenda: DAY 2 | ||
---|---|---|
8:30 | 9:45 | SEC Reporting: Opportunities for Time and Cost Savings Form 10Q Efficiencies Interim Financial Statements MD&A Quantitative & Qualitative Disclosures |
9:45 | 9:55 | Break |
9:55 | 10:55 | Tax Update After the election: Federal Tax Legislative Outlook for 2017 New Rules Preparing for the financial statement impact of tax reform State Tax: significant legislative, regulatory and case law updates |
10:55 | 11:00 | Break |
11:00 | 12:30 | Accounting for Stock-Based Compensation 10 Years later but still full of complex nuances Impact on corporate income tax accounting Calculation of earning per share Presentation of cash flow statement |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Accounting for Transactions Business Combinations Recent Trends |
2:45 | 3:00 | Break |
3:00 | 4:15 | SOX & Internal Controls Update Impact of new revenue recognition standard Continuing evolution of COSO Survey results |
Conference Series Speakers Include: |
---|
Kristen Maynes PwC, Director Cybersecurity Consulting |
Brandon Campbell PwC, Director |
Ron Kiima Kiima Inc, (former SEC Assistant Chief Accountant Division of Corp Finance) |
Joe Gill Andersen Tax, Managing Director |
Moshe Cohen The Negotiating Table, Founder |
Rick Cruickshank KPMG, Director |
Keith Anderson Protiviti, Director |
Seth Edwards Protiviti, Associate Director |
Dave Christensen RGP, Managing Consultant |

Revenue Recognition Accounting Update 2018 (ASC 606)
SANTA CLARA
LEARNING OBJECTIVES:
- Review the latest changes in key areas
- Understand the big picture concepts from an SEC perspective
- Begin to assess the effects of the new standard on your company or clients
REGISTRATION INFORMATION:
Cost $795 (Save $200 off the $995 fee if you register at least 45 days in advance).
Hotel is 6 miles from San Jose Airport and 35 miles south of San Francisco International Airport.
Register any one of three ways:
1. Register online using a credit card and click the orange button
2. Register by phone at (610) 789-3110
3. Email your contact info to be invoiced to mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:45 | Revenue Recognition: New Standard Lessons learned from the most recent amendments and EITFs Effective date and transition issues Scope of new standard and overviews |
10:45 | 11:00 | Break |
11:00 | 12:30 | Revenue Recognition: New Standard Key Areas and Examples Step 1: identifying the contract Step 2: identifying performance obligations Step 3: determine the transaction price Step 4: allocate the transaction price Step 5: recognizing revenue other provisions and implementation guidance |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Transition Issues What steps to take now Guidance on adjustments as business models evolve (i.e. cloud computing) Resulting changes to sales/operations/IT/accounting policies |
2:45 | 2:55 | Break |
2:55 | 4:00 | Commissions Preparing for commission accounting changes Estimating commission amortization Supporting audit requirements |
4:00 | 4:05 | Break |
4:05 | 5:05 | Revenue Recognition and Internal Controls ASC 606 Implementation project lifecycle Overview of the new rules from a control perspective Controls to consider External auditor considerations |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:45 | ASC 606: Connecting the Dots Work through a comprehensive example of a transaction under ASC 606 using a simplified version of a checklist Fully interactive session Tackle the standard step by step |
10:45 | 11:00 | Break |
11:00 | 12:00 | Case Study Continued...Plus Discussion on Disclosures |
12:00 | 1:00 | Lunch |
1:00 | 2:15 | Revenue Recognition: Case Studies and Practical Examples Collectibility, Contingent Revenue, Sales to Distributors Performance Obligations Over Time, Elimination of VSOE for Software Residual Approach, Term Licenses, Time Value of Money... |
2:15 | 2:25 | Break |
2:25 | 3:35 | Tax Impact of the New Standard Tax Principle for revenue recognition Examples Other considerations Next steps |
3:35 | 4:30 | Implementation Observations Making revenue recognition manageable for those on the front lines Engaging in a dialogue: narrowing the gap between sales and accounting When and how to communicate issues of emerging importance |
Conference Series Speakers Include: |
---|
Chelsea Leadem PwC, Manager |
Chad Montgomery PwC, Manager |
Donald Thomas KPMG, Director |
Susan van Loon KPMG, Manager |
Shea Malcolm Ernst & Young, Partner |
Matt Svetich Effectus Group, Director |
Mike Montgomery Effectus Group, Director |
Shauna Watson RGP, Global Managing Director |
Caroline Yan Connor Group, Senior Manager |
Aleks Zabreyko Connor Group, Partner |
Amanda McCarty Grant Thornton, Partner |
Jessica Knott Grant Thornton, Partner |
Maria Manojlovic PwC, Manager |
Aruna Iyer PwC, Manager |

Software Revenue Recognition Accounting Update 2018
SAN JOSE
LEARNING OBJECTIVES:
- Review the latest changes in key areas
- Understand the big picture concepts from an SEC perspective
- Begin to assess the effects of the new standard on your company or clients
REGISTRATION INFORMATION:
Cost $795 (Save $200 off the $995 fee if you register at least 45 days in advance).
We will email you a 25% off discount code for the hotel after registration
You can also register by phone, 610 789-3110
or Email questions or to be invoiced to: mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:45 | Revenue Recognition: New Standard Lessons learned from the most recent amendments and EITFs Effective date and transition issues Scope of new standard and overviews |
10:45 | 11:00 | Break |
11:00 | 12:30 | Revenue Recognition: New Standard Key Areas and Examples Step 1: identifying the contract Step 2: identifying performance obligations Step 3: determine the transaction price Step 4: allocate the transaction price Step 5: recognizing revenue other provisions and implementation guidance |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Transition Issues What steps to take now Guidance on adjustments as business models evolve (i.e. cloud computing) Resulting changes to sales/operations/IT/accounting policies |
2:45 | 2:55 | Break |
2:55 | 4:00 | Commissions Preparing for commission accounting changes Estimating commission amortization Supporting audit requirements |
4:00 | 4:05 | Break |
4:05 | 5:05 | Revenue Recognition and Internal Controls ASC 606 Implementation project lifecycle Overview of the new rules from a control perspective Controls to consider External auditor considerations |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:45 | ASC 606: Connecting the Dots Work through a comprehensive example of a transaction under ASC 606 using a simplified version of a checklist Fully interactive session Tackle the standard step by step |
10:45 | 11:00 | Break |
11:00 | 12:00 | Case Study Continued...Plus Discussion on Disclosures |
12:00 | 1:00 | Lunch |
1:00 | 2:15 | Revenue Recognition: Case Studies and Practical Examples Collectibility, Contingent Revenue, Sales to Distributors Performance Obligations Over Time, Elimination of VSOE for Software Residual Approach, Term Licenses, Time Value of Money... |
2:15 | 2:25 | Break |
2:25 | 3:35 | Tax Impact of the New Standard Tax Principle for revenue recognition Examples Other considerations Next steps |
3:35 | 4:30 | Implementation Observations Making revenue recognition manageable for those on the front lines Engaging in a dialogue: narrowing the gap between sales and accounting When and how to communicate issues of emerging importance |
Conference Series Speakers Include: |
---|
Shauna Watson RGP
Global Managing Director |
Matt Svetich Effectus Group Director |
Sydnie Karras PwC Director |
Denis Kozhevnikov Connor Group Partner |
Michael Dye PwC Director |
Jamie Meyers PwC Director |
Adam Cheng KPMG Director |
Adrien Vion KPMG Manager |
Amanda Hurley Grant Thornton Audit Partner |
Jessica Knott Grant Thornton Audit Partner |
Caroline Yan Connor Group Senior Manager |
Vibhor Chandra Ernst & Young Senior Manager |
Aleks Zabreyko Connor Group Partner |

Life Science Accounting Update 2018
SAN JOSE
LEARNING OBJECTIVES:
- Understand the latest accounting changes in key areas
- Recognize the timelines and key factors affecting the life science industry
- Begin to assess the effects of these standards on your company or clients
REGISTRATION INFORMATION:
Cost $795 (Save $200 off the $995 fee if you register at least 45 days in advance).
We will email you a 25% off discount code for the hotel after registration
You can also register by phone 610 789-3110
or Email questions or to be invoiced to: mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:15 | Accounting for Transactions Overview and Trends in the Environment Business vs Asset Applying VIE Model Accounting for Collaborations, Joint Ventures and R&D Funding Arrangements |
10:15 | 10:30 | Break |
10:30 | 12:00 | Technical Accounting Update Update on latest relevant developments, amendments and EITFs What Is the SEC staff looking for? Meaningful MD&A FASB Update Non-GAAP R&D Accounting Revenue and Return Reserves Hedge Accounting Gross to Net |
12:00 | 1:00 | Lunch |
1:00 | 2:20 | Leveraging Technology for Digital Transformation Where you land on the benchmark Attributes of successful digital business Reaction to digital disruption IT, Workforce and Security Transformation |
2:20 | 2:35 | Break |
2:35 | 3:40 | Tax Issues for Life Science Companies Recent Regulatory and Legislative Changes VAT R&D Tax Credits Global Incentives Common Pitfalls |
3:40 | 3:45 | Break |
3:45 | 5:00 | Valuation for Financial Reporting Fair value accounting Industry standards for valuation models Valuing R&D Projects Valuation and impairment of intangible assets |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:15 | Revenue Recognition Accounting ASC 606 Impact on life science companies Summary of new standard Implementation considerations Key Areas of Impact |
10:15 | 10:20 | Break |
10:20 | 11:20 | Cybersecurity Phishing, Malware, Physical, Through Business Partners and Via New Technologies - Methods of Attack Who and why they are targeting your organization Trends in the industry |
11:20 | 12:30 | Accounting for Leases Main provisions of new standard vs. current guidance Identify financial statement presentation and disclosures required by the new rules Operational impact |
12:30 | 1:30 | Lunch |
1:30 | 2:35 | Legal Update Latest Hot Buttons Creative Financing Trends |
2:35 | 2:45 | Break |
2:45 | 3:50 | Commercial Launch Considerations Gross Revenue Net Revenue (Gross to Net) Balance sheet and income statement presentation Inventory/COGS Other: Tax, Compliance Reporting, Aggregate Spend, HIPAA, ERP |
3:50 | 4:45 | IPOs Recent Trends Accounting Considerations What's on tap |
Conference Series Speakers Include: |
---|
Nathan Mitchell Deloitte & Touche Senior Manager in National Professional Practice |
John McKenna Cooley Partner |
Lauren Langford White Deloitte & Touche Audit and Assurance Senior Manager |
Dan Coleman Ernst & Young Partner |
Phil Howard Ernst & Young Partner |
Michael VanderKlugt Deloitte & Touche
Audit Partner |
Brad Schulte Deloitte & Touche
Senior Manager |
Poonam Bhagchandani PwC
Director |
Vibhor Chandra Ernst & Young class="line2">Senior Manager |
Lauren McKay Deloitte & Touche Senior Consultant |
James Bell KPMG
Managing Director |
Shahid Khan KPMG
Manager |
Kevin Dueck Deloitte & Touche Partner |
Doug Halley Deloitte & Touche Partner |
Zachary Weisbly PwC Senior Manager |
Ousmane Caba PwC Senior Consultant |
Jon Medina Protiviti Senior Manager in Security and Privacy |

Financial Accounting & Reporting Update 2018
BOSTON
LEARNING OBJECTIVES:
- Understand the latest accounting changes in key areas
- Recognize the timelines and key factors
- Begin to assess the effects of these standards on your company or clients
REGISTRATION INFORMATION:
Cost $795 (Save $200 off the $995 fee if you sign up by April 27th)
We have a block of rooms available at $319 per night at the Hyatt.
You can also register by phone 610 789-3110
or Email questions or to be invoiced to: mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:00 | Financial Accounting Update FASB Technical Agenda Overview Key Learnings from Recent Lease and Rev Rec Implementations Accounting for credit losses What to Expect from FASB in Next Year |
10:00 | 10:15 | Break |
10:15 | 11:15 | Cybersecurity Update What can you do? Recent trends Who is targeting you? Methods of Attack Phishing, Malware, Physical, Through Business Partners and Via New Technologies |
11:15 | 12:30 | Accounting for Leases: New Rules Identification of a Lease Key Concepts Lease Classification Lessee and Lessor Accounting Examples |
12:30 | 1:30 | Lunch |
1:30 | 3:30 | Revenue Recognition Key provisions of new standard Considerations and illustrative examples for collectibility, contingent revenue, sales to distributors, performance obligations over time, elimination of VSOE for software transactions, use of residual approach, term licenses, time value of money, disclosure implications |
3:30 | 3:45 | Break |
3:45 | 5:15 | Trump Presidency and the SEC: Handicapping the New Regulatory Environment SEC Personnel Update The Financial CHOICE Act JOBS Act Implementation Update FAST Act (aka JOBS Act 1.5) What to Expect |
Agenda: DAY 2 | ||
---|---|---|
8:30 | 9:45 | SEC Reporting: Opportunities for Time and Cost Savings Form 10Q Efficiencies Interim Financial Statements MD&A Quantitative & Qualitative Disclosures |
9:45 | 9:55 | Break |
9:55 | 10:55 | Tax Update After the election: Federal Tax Legislative Outlook for 2017 New Rules Preparing for the financial statement impact of tax reform State Tax: significant legislative, regulatory and case law updates |
10:55 | 11:00 | Break |
11:00 | 12:30 | Accounting for Stock-Based Compensation 10 Years later but still full of complex nuances Impact on corporate income tax accounting Calculation of earning per share Presentation of cash flow statement |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Accounting for Transactions Business Combinations Recent Trends |
2:45 | 3:00 | Break |
3:00 | 4:15 | SOX & Internal Controls Update Impact of new revenue recognition standard Continuing evolution of COSO Survey results |
Conference Series Speakers Include: |
---|
Kristen Maynes PwC, Director Cybersecurity Consulting |
Brandon Campbell PwC, Director |
Ron Kiima Kiima Inc, (former SEC Assistant Chief Accountant Division of Corp Finance) |
Joe Gill Andersen Tax, Managing Director |
Moshe Cohen The Negotiating Table, Founder |
Rick Cruickshank KPMG, Director |
Keith Anderson Protiviti, Director |
Seth Edwards Protiviti, Associate Director |
Dave Christensen RGP, Managing Consultant |

Financial Accounting & Reporting Update 2018
SAN FRANCISCO
LEARNING OBJECTIVES:
- Understand the latest accounting changes in key areas
- Recognize the timelines and key factors
- Begin to assess the effects of these standards on your company or clients
REGISTRATION INFORMATION:
Cost $795 (Save $200 off the $995 fee if you register by April 20th).
We have a block of rooms available at the Hilton at $249 per night
You can also register by phone 610 789-3110
or Email questions or to be invoiced to: mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:00 | Financial Accounting Update FASB Technical Agenda Overview Key Learnings from Recent Lease and Rev Rec Implementations Accounting for credit losses What to Expect from FASB in Next Year |
10:00 | 10:15 | Break |
10:15 | 11:15 | Cybersecurity Update What can you do? Recent trends Who is targeting you? Methods of Attack Phishing, Malware, Physical, Through Business Partners and Via New Technologies |
11:15 | 12:30 | Accounting for Leases: New Rules Identification of a Lease Key Concepts Lease Classification Lessee and Lessor Accounting Examples |
12:30 | 1:30 | Lunch |
1:30 | 3:30 | Revenue Recognition Key provisions of new standard Considerations and illustrative examples for collectibility, contingent revenue, sales to distributors, performance obligations over time, elimination of VSOE for software transactions, use of residual approach, term licenses, time value of money, disclosure implications |
3:30 | 3:45 | Break |
3:45 | 5:15 | Trump Presidency and the SEC: Handicapping the New Regulatory Environment SEC Personnel Update The Financial CHOICE Act JOBS Act Implementation Update FAST Act (aka JOBS Act 1.5) What to Expect |
Agenda: DAY 2 | ||
---|---|---|
8:30 | 9:45 | SEC Reporting: Opportunities for Time and Cost Savings Form 10Q Efficiencies Interim Financial Statements MD&A Quantitative & Qualitative Disclosures |
9:45 | 9:55 | Break |
9:55 | 10:55 | Tax Update After the election: Federal Tax Legislative Outlook for 2017 New Rules Preparing for the financial statement impact of tax reform State Tax: significant legislative, regulatory and case law updates |
10:55 | 11:00 | Break |
11:00 | 12:30 | Accounting for Stock-Based Compensation 10 Years later but still full of complex nuances Impact on corporate income tax accounting Calculation of earning per share Presentation of cash flow statement |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Accounting for Transactions Business Combinations Recent Trends |
2:45 | 3:00 | Break |
3:00 | 4:15 | SOX & Internal Controls Update Impact of new revenue recognition standard Continuing evolution of COSO Survey results |
Conference Series Speakers Include: |
---|
Jason Emmons PwC Managing Director |
Nicole Swenson Deloitte & Touche Senior Manager |
Ashima Jain PwC Managing Director |
Chad Morrissey PwC Principal |
Matt Svetich Effectus Director |
Helen Kane Hedgetrackers President & Founder |
Denis Kozhevnikov Connor Group Partner |
Barbara Marchini-Ellis Ernst & Young Partner |
Amanda Hurley Grant Thornton Audit Partner |
Amy Wieman Grant Thornton Senior Manager |

Revenue Recognition Accounting Update 2018 (ASC 606)
SAN JOSE
LEARNING OBJECTIVES:
- Review the latest changes in key areas
- Understand the big picture concepts from an SEC perspective
- Begin to assess the effects of the new standard on your company or clients
REGISTRATION INFORMATION:
Cost $795 (Save $200 off the $995 fee if you sign up by May 4th)
We have a discount code for 25% off the cost of the hotel room and will email you upon registration.
Register any one of three ways:
1. Register online using a credit card and click the orange button
2. Register by phone at (610) 789-3110
3. Email your contact info to be invoiced to mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:45 | Revenue Recognition: New Standard Lessons learned from the most recent amendments and EITFs Effective date and transition issues Scope of new standard and overviews |
10:45 | 11:00 | Break |
11:00 | 12:30 | Revenue Recognition: New Standard Key Areas and Examples Step 1: identifying the contract Step 2: identifying performance obligations Step 3: determine the transaction price Step 4: allocate the transaction price Step 5: recognizing revenue other provisions and implementation guidance |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Transition Issues What steps to take now Guidance on adjustments as business models evolve (i.e. cloud computing) Resulting changes to sales/operations/IT/accounting policies |
2:45 | 2:55 | Break |
2:55 | 4:00 | Commissions Preparing for commission accounting changes Estimating commission amortization Supporting audit requirements |
4:00 | 4:05 | Break |
4:05 | 5:05 | Revenue Recognition and Internal Controls ASC 606 Implementation project lifecycle Overview of the new rules from a control perspective Controls to consider External auditor considerations |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:45 | ASC 606: Connecting the Dots Work through a comprehensive example of a transaction under ASC 606 using a simplified version of a checklist Fully interactive session Tackle the standard step by step |
10:45 | 11:00 | Break |
11:00 | 12:00 | Case Study Continued...Plus Discussion on Disclosures |
12:00 | 1:00 | Lunch |
1:00 | 2:15 | Revenue Recognition: Case Studies and Practical Examples Collectibility, Contingent Revenue, Sales to Distributors Performance Obligations Over Time, Elimination of VSOE for Software Residual Approach, Term Licenses, Time Value of Money... |
2:15 | 2:25 | Break |
2:25 | 3:35 | Tax Impact of the New Standard Tax Principle for revenue recognition Examples Other considerations Next steps |
3:35 | 4:30 | Implementation Observations Making revenue recognition manageable for those on the front lines Engaging in a dialogue: narrowing the gap between sales and accounting When and how to communicate issues of emerging importance |
Conference Series Speakers Include: |
---|
Chelsea Leadem PwC, Manager |
Chad Montgomery PwC, Manager |
Donald Thomas KPMG, Director |
Susan van Loon KPMG, Manager |
Shea Malcolm Ernst & Young, Partner |
Matt Svetich Effectus Group, Director |
Mike Montgomery Effectus Group, Director |
Shauna Watson RGP, Global Managing Director |
Caroline Yan Connor Group, Senior Manager |
Aleks Zabreyko Connor Group, Partner |
Amanda McCarty Grant Thornton, Partner |
Jessica Knott Grant Thornton, Partner |
Maria Manojlovic PwC, Manager |
Aruna Iyer PwC, Manager |

Revenue Recognition Accounting Update 2018 (ASC 606)
SANTA CLARA
LEARNING OBJECTIVES:
- Review the latest changes in key areas
- Understand the big picture concepts from an SEC perspective
- Begin to assess the effects of the new standard on your company or clients
REGISTRATION INFORMATION:
Cost $995
Contact the Hyatt directly to book your room at (408)200-1234
Hotel is 6 miles from San Jose Airport and 35 miles south of San Francisco International Airport.
Register any one of three ways:
1. Register online using a credit card and click the orange button
2. Register by phone at (610) 789-3110
3. Email your contact info to be invoiced to mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:45 | Revenue Recognition: New Standard Lessons learned from the most recent amendments and EITFs Effective date and transition issues Scope of new standard and overviews |
10:45 | 11:00 | Break |
11:00 | 12:30 | Revenue Recognition: New Standard Key Areas and Examples Step 1: identifying the contract Step 2: identifying performance obligations Step 3: determine the transaction price Step 4: allocate the transaction price Step 5: recognizing revenue other provisions and implementation guidance |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Transition Issues What steps to take now Guidance on adjustments as business models evolve (i.e. cloud computing) Resulting changes to sales/operations/IT/accounting policies |
2:45 | 2:55 | Break |
2:55 | 4:00 | Commissions Preparing for commission accounting changes Estimating commission amortization Supporting audit requirements |
4:00 | 4:05 | Break |
4:05 | 5:05 | Revenue Recognition and Internal Controls ASC 606 Implementation project lifecycle Overview of the new rules from a control perspective Controls to consider External auditor considerations |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:45 | ASC 606: Connecting the Dots Work through a comprehensive example of a transaction under ASC 606 using a simplified version of a checklist Fully interactive session Tackle the standard step by step |
10:45 | 11:00 | Break |
11:00 | 12:00 | Case Study Continued...Plus Discussion on Disclosures |
12:00 | 1:00 | Lunch |
1:00 | 2:15 | Revenue Recognition: Case Studies and Practical Examples Collectibility, Contingent Revenue, Sales to Distributors Performance Obligations Over Time, Elimination of VSOE for Software Residual Approach, Term Licenses, Time Value of Money... |
2:15 | 2:25 | Break |
2:25 | 3:35 | Tax Impact of the New Standard Tax Principle for revenue recognition Examples Other considerations Next steps |
3:35 | 4:30 | Implementation Observations Making revenue recognition manageable for those on the front lines Engaging in a dialogue: narrowing the gap between sales and accounting When and how to communicate issues of emerging importance |
Conference Series Speakers Include: |
---|
Chelsea Leadem PwC, Manager |
Chad Montgomery PwC, Manager |
Donald Thomas KPMG, Director |
Susan van Loon KPMG, Manager |
Shea Malcolm Ernst & Young, Partner |
Matt Svetich Effectus Group, Director |
Mike Montgomery Effectus Group, Director |
Shauna Watson RGP, Global Managing Director |
Caroline Yan Connor Group, Senior Manager |
Aleks Zabreyko Connor Group, Partner |
Amanda McCarty Grant Thornton, Partner |
Jessica Knott Grant Thornton, Partner |
Maria Manojlovic PwC, Manager |
Aruna Iyer PwC, Manager |

Revenue Recognition Accounting Update 2018 (ASC 606)
BOSTON
LEARNING OBJECTIVES:
- Review the latest changes in key areas
- Understand the big picture concepts from an SEC perspective
- Begin to assess the effects of the new standard on your company or clients
REGISTRATION INFORMATION:
Cost $995
Contact the Marriott directly to book your room at (617) 426-1400
You can also register by phone 610 789-3110
or Email questions or to be invoiced to: mtarman@acslive.com
Agenda: DAY 1 | ||
---|---|---|
8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:45 | Revenue Recognition: New Standard Lessons learned from the most recent amendments and EITFs Effective date and transition issues Scope of new standard and overviews |
10:45 | 11:00 | Break |
11:00 | 12:30 | Revenue Recognition: New Standard Key Areas and Examples Step 1: identifying the contract Step 2: identifying performance obligations Step 3: determine the transaction price Step 4: allocate the transaction price Step 5: recognizing revenue other provisions and implementation guidance |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Transition Issues What steps to take now Guidance on adjustments as business models evolve (i.e. cloud computing) Resulting changes to sales/operations/IT/accounting policies |
2:45 | 2:55 | Break |
2:55 | 4:00 | Commissions Preparing for commission accounting changes Estimating commission amortization Supporting audit requirements |
4:00 | 4:05 | Break |
4:05 | 5:05 | Revenue Recognition and Internal Controls ASC 606 Implementation project lifecycle Overview of the new rules from a control perspective Controls to consider External auditor considerations |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:45 | ASC 606: Connecting the Dots Work through a comprehensive example of a transaction under ASC 606 using a simplified version of a checklist Fully interactive session Tackle the standard step by step |
10:45 | 11:00 | Break |
11:00 | 12:00 | Case Study Continued...Plus Discussion on Disclosures |
12:00 | 1:00 | Lunch |
1:00 | 2:15 | Revenue Recognition: Case Studies and Practical Examples Collectibility, Contingent Revenue, Sales to Distributors Performance Obligations Over Time, Elimination of VSOE for Software Residual Approach, Term Licenses, Time Value of Money... |
2:15 | 2:25 | Break |
2:25 | 3:35 | Tax Impact of the New Standard Tax Principle for revenue recognition Examples Other considerations Next steps |
3:35 | 4:30 | Implementation Observations Making revenue recognition manageable for those on the front lines Engaging in a dialogue: narrowing the gap between sales and accounting When and how to communicate issues of emerging importance |
Conference Series Speakers Include: |
---|
Jessica Ackerman Deloitte, Managing Director |
Matt Svetich Effectus Group, Director |
Heather Boyd Deloitte, Manager |
Patrick Malone PwC, Director |
George Sommer Deloitte, Partner |
Kurt Wojtanek KPMG, Manager |
Robert Keep CFGI, Partner |
Lance Fournier CFGI, Senior Manager |
Michael Ussery Kral Ussery LLC, Partner |
Mary Duffy Andersen Tax, Managing Director |
Joe Gill Andersen Tax, Managing Director |
Chad Mello CFGI, Senior Manager |
Jeremy Brinkerhoff CFGI, Senior Manager |

Revenue Recognition Accounting Update 2017
(ASC 606)
SANTA CLARA
LEARNING OBJECTIVES:
- Review the latest changes in key areas
- Understand the big picture concepts from an SEC perspective
- Begin to assess the effects of the new standard on your company or clients
REGISTRATION INFORMATION:
Cost $995
Hotel is 6 miles from San Jose Airport and 35 miles south of San Francisco International Airport.
Register any one of three ways:
1. Register online using a credit card and click the orange button
2. Register by phone at (610) 789-3110
3. Email your contact info to be invoiced to mtarman@acslive.com
Agenda: DAY 1 | ||
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8:00 | 8:45 | Continental Breakfast and Registration |
8:45 | 10:45 | Revenue Recognition: New Standard Lessons learned from the most recent amendments and EITFs Effective date and transition issues Scope of new standard and overviews |
10:45 | 11:00 | Break |
11:00 | 12:30 | Revenue Recognition: New Standard Key Areas and Examples Step 1: identifying the contract Step 2: identifying performance obligations Step 3: determine the transaction price Step 4: allocate the transaction price Step 5: recognizing revenue other provisions and implementation guidance |
12:30 | 1:30 | Lunch |
1:30 | 2:45 | Transition Issues What steps to take now Guidance on adjustments as business models evolve (i.e. cloud computing) Resulting changes to sales/operations/IT/accounting policies |
2:45 | 2:55 | Break |
2:55 | 4:00 | Commissions Preparing for commission accounting changes Estimating commission amortization Supporting audit requirements |
4:00 | 4:05 | Break |
4:05 | 5:05 | Revenue Recognition and Internal Controls ASC 606 Implementation project lifecycle Overview of the new rules from a control perspective Controls to consider External auditor considerations |
Agenda: DAY 2 | ||
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8:45 | 10:45 | ASC 606: Connecting the Dots Work through a comprehensive example of a transaction under ASC 606 using a simplified version of a checklist Fully interactive session Tackle the standard step by step |
10:45 | 11:00 | Break |
11:00 | 12:00 | Case Study Continued...Plus Discussion on Disclosures |
12:00 | 1:00 | Lunch |
1:00 | 2:15 | Revenue Recognition: Case Studies and Practical Examples Collectibility, Contingent Revenue, Sales to Distributors Performance Obligations Over Time, Elimination of VSOE for Software Residual Approach, Term Licenses, Time Value of Money... |
2:15 | 2:25 | Break |
2:25 | 3:35 | Tax Impact of the New Standard Tax Principle for revenue recognition Examples Other considerations Next steps |
3:35 | 4:30 | Implementation Observations Making revenue recognition manageable for those on the front lines Engaging in a dialogue: narrowing the gap between sales and accounting When and how to communicate issues of emerging importance |
Conference Series Speakers Include: |
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Chelsea Leadem PwC, Manager |
Chad Montgomery PwC, Manager |
Donald Thomas KPMG, Director |
Susan van Loon KPMG, Manager |
Shea Malcolm Ernst & Young, Partner |
Matt Svetich Effectus Group, Director |
Mike Montgomery Effectus Group, Director |
Shauna Watson RGP, Global Managing Director |
Caroline Yan Connor Group, Senior Manager |
Aleks Zabreyko Connor Group, Partner |
Amanda McCarty Grant Thornton, Partner |
Jessica Knott Grant Thornton, Partner |
Maria Manojlovic PwC, Manager |
Aruna Iyer PwC, Manager |