VIRTUAL CONFERENCE – TWO-DAY EVENT – 16 CPE

AI can now explain almost any accounting rule in seconds. What it can’t tell you is how other companies are actually applying it. Financial Accounting & Reporting Update 2027 is a two-day, live virtual CPE conference (May 25–26, 2027, Mountain Time) where Big 4 and advisory-firm specialists share what they are seeing across their client companies, and in-house accounting and finance leaders share how their own teams are handling new ASUs and the expense disaggregation disclosures, SEC reporting, income taxes, evolving M&A accounting, impairment in a volatile economy, refinancing and complex debt and equity, FP&A, and AI.

You’ll come away with real perspective on how your counterparts at other companies are dealing with the same challenges you face: the judgments they’re making, the approaches that are working, and the mistakes to avoid. Combines the latest GAAP and SEC update with in-depth technical accounting sessions and a peer panel of controllers and CAOs. No travel required.

AT A GLANCE:

  • Dates: Tuesday–Wednesday, May 25–26, 2027
  • Time: 8:45a to 4:40p (Mountain) each day
  • Format: Live virtual conference (attend from anywhere)
  • Why attend: Hear how the firms’ clients and your counterparts at other companies are handling the same challenges you face
  • CPE: 16 CPE credits
  • Who should attend: Staff and senior accountants, accounting managers, directors of accounting, controllers, CAOs, and CFOs, plus SEC reporting, technical accounting, tax, and internal audit professionals at public and private companies

LEARNING OBJECTIVES:

  • Benchmark your company’s approach against how peer companies and the firms’ clients are handling the same issues
  • Identify recently issued ASUs, effective dates, and transition requirements
  • Prepare for the new income statement expense disaggregation and income tax disclosures
  • Understand current SEC rulemaking, staff comments, and reporting focus areas
  • Apply evolving business combination and impairment guidance to today’s deal market, tariffs, and interest rate environment
  • Evaluate the accounting for refinancings, private credit, convertible debt, warrants, and other financing transactions
  • Strengthen scenario planning and rolling forecasts in FP&A

REGISTRATION INFORMATION:

Cost: $595 (save $150 off the regular price of $745 if you register by April 23rd).
This event will run from 8:45a to 4:40p (Mountain) each day.

REGISTER NOW »

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 [email protected]

Agenda: DAY 1 (Tuesday, May 25, 2027 – Mountain Time)
8:45 10:05 Financial Accounting Update

  • Recently issued ASUs and effective dates
  • FASB technical agenda and proposals
  • Implementation and transition considerations
  • How new standards may affect your company
10:05 10:15 Break
10:15 11:35 SEC Update

  • SEC rulemaking agenda
  • Staff comment letter trends
  • MD&A, non-GAAP, and key metrics reminders
  • Practice issues affecting financial reporting
11:35 11:45 Break
11:45 1:05 Expense Disaggregation & Disclosure Hot Spots

  • Income statement expense disaggregation (ASU 2024-03) in practice
  • Data, systems, and process changes you will need
  • Segment and income tax disclosure lessons learned
  • Common implementation pitfalls
1:05 1:50 Lunch Break
1:50 3:10 Peer Panel: How Controllers & CAOs Are Implementing the New Standards

  • In-house leaders share how their companies are tackling new disclosures
  • What they are doing differently this year
  • Working with auditors on judgment areas
  • Lessons learned you can apply now
3:10 3:20 Break
3:20 4:40 AI in Accounting & Finance: What Works Now

  • AI use cases peers are using today
  • AI in the close, reporting, and analysis
  • Governance and validating AI outputs
  • Where to start

 

Agenda: DAY 2 (Wednesday, May 26, 2027 – Mountain Time)
8:45 10:05 M&A Accounting Update: Evolving Issues in Today’s Deal Market

  • How today’s deals are changing the accounting: private equity carve-outs, AI and technology acquisitions, and acqui-hires
  • Earnouts and contingent consideration when the outlook is uncertain
  • New FASB guidance on identifying the acquirer (ASU 2025-03) and joint venture formations (ASU 2023-05)
  • Purchase price allocation issues auditors are challenging
  • SEC comment and restatement trends in business combinations
10:05 10:15 Break
10:15 11:35 FP&A in Volatile Times: Scenario Planning, Rolling Forecasts & Driver-Based Models

  • Building scenario plans for tariffs, rates, and demand shifts
  • Moving from static budgets to rolling forecasts
  • Driver-based models that leadership trusts
  • Communicating forecasts to the CFO and board
11:35 11:45 Break
11:45 1:05 Debt & Equity Update: Refinancing, Private Credit & Complex Instruments

  • Refinancings, amendments, and modifications in a higher-rate environment
  • Private credit features: payment-in-kind interest, delayed-draw loans, and warrants issued with debt
  • Induced conversions of convertible debt (ASU 2024-04)
  • Classifying warrants and other equity-linked instruments
  • SEC comments and common errors
1:05 1:50 Lunch Break
1:50 3:10 Impairment in a Volatile Economy: Tariffs, Rates & Market Shifts

  • Triggering events from tariffs, interest rates, and market caps below book value
  • AI-driven disruption of business models and acquired intangibles
  • Goodwill and long-lived asset testing: discount rates and forecasts that hold up to audit
  • Restructurings, divestitures, and held-for-sale accounting
  • Disclosing critical estimates and SEC comment trends
3:10 3:20 Break
3:20 4:40 Tax Update & Income Tax Disclosures

  • Implementing recent federal tax legislation
  • Deferred tax and provision considerations
  • The enhanced income tax disclosures in practice
  • State and international developments

 

Speakers from the 2026 Series Included:
Abby Cohen Deloitte, Senior Manager
Glenn Snyder Riveron, Senior Director – Interim Management, Head of FP&A
Lailaa Mahmud Grant Thornton, Senior Manager
Julie Dockins Grant Thornton, Audit Senior Manager
Alex Brosseau Deloitte, Senior Manager – Tax Policy
Amar Shah Riveron, Managing Director
Nick Damianides FTI Consulting, Director
Kevin Donofrio KPMG, Director
Rich Daisley RSM, Senior Manager, Accounting Standards Group
Rebecca Freeman BDO, Professional Practice Senior Manager, SEC Services
Lisa Habash BDO, Professional Practice Senior Manager, SEC Services
Peter Bradford KPMG, Global Leader – Fraud
Shawn Seasongood Protiviti, Managing Director
Devin Zeller Protiviti, Director
Dan Hansen Protiviti, Managing Director
Jon Medina Protiviti, Managing Director

 

WHAT ATTENDEES SAY:

“Have attended this 3 years in a row as it’s the best way for me to get up to date on the most recent accounting knowledge out there. Appreciate that you continue to put these together!”
– Controller, Lotlinx, Inc. | Financial Accounting & Reporting Update, Jun 2025

“This was a great conference, all the speakers/presentations were very informative and relevant. It is great to get caught up on Accounting/SEC/Tax/AI/Cybersecurity issues all in one conference!”
– Vice President – Finance, Elsewhere Partners | Financial Accounting & Reporting Update, Jun 2025

“Every time I do this – I come out far more knowledgeable. I appreciate the availability of these conferences!”
– Corporate Controller, Lotlinx Inc. | Financial Accounting & Reporting Update, Jun 2026

“Overall, really enjoyed the series of presenters and would recommend. I love that this series is completely online as it’s hard to dedicate the time to travel to attend a two day session.”
– Controller, Omeros Corporation | Life Science Accounting Update, Sep 2026

FREQUENTLY ASKED QUESTIONS:

What is Financial Accounting & Reporting Update 2027?
Two-day live virtual GAAP, SEC, and financial reporting update (16 CPE), May 25-26, 2027, led by Big 4 and technical experts.

Why attend a live conference when AI can explain the accounting rules?
AI can summarize what the standards say, but it can’t tell you how other companies are applying them. At this conference, Big 4 and advisory-firm specialists share what they are seeing across their client companies, and in-house leaders share how their own teams are handling the same challenges you face, so you leave with practical perspective you can’t get from the rules alone.

What new accounting standards will be covered?
The program covers recently issued ASUs and the FASB agenda, with a focus on the income statement expense disaggregation and income tax disclosures, plus in-depth sessions on evolving issues in M&A accounting, impairment amid tariffs and interest rate shifts, and refinancing, private credit, and complex debt and equity instruments.

How many CPE credits can I earn?
Attendees earn 16 CPE credits for attending both days.

Who presents?
Sessions are led by Big 4 and other technical experts. Speakers from the 2026 series included specialists from Deloitte, Riveron, Grant Thornton, FTI Consulting, KPMG, RSM, BDO, and Protiviti.

Where is the conference held?
Online. It is a live virtual event, so you can attend from your office or home with no travel required. Times are 8:45a to 4:40p (Mountain) each day.

How much does it cost?
$745, or $595 if you register by April 23rd. Group and invoice options are available by phone at (610) 789-3110.

Who runs this conference?
ACS (Accounting Conferences and Seminars), which has produced CPE conferences designed specifically for corporate accountants since 2010.

See all upcoming virtual CPE conferences for corporate accountants.