Accounting for Technology Companies CPE 2024

VIRTUAL CONFERENCE

From the latest developments in revenue recognition, leasing and regulatory reform to IPO & M&A industry trends, this conference will address the latest developments in key areas. You’ll hear from experts at the Big Four and regional firms.

LEARNING OBJECTIVES:

  • Understand the latest accounting changes in key areas
  • Recognize the related timelines and key factors
  • Begin to assess the effects of these standards on your company or clients

REGISTRATION INFORMATION:

Cost: $545
This event will run 8:45-4:55p (Pacific Time) each day.

REGISTER NOW »

You can also register by phone 610 789-3110
or Email questions or to be invoiced to: [email protected]

Agenda: DAY 1
8:5010:05AI/Automation
10:0510:20Break
10:2011:55SEC Update
Rulemaking and other SEC activity
SEC staff comments and reminders
Current focus areas of the SEC
Practice issues that may affect financial reporting
Frequent areas of comment
11:5512:30Lunch Break
12:301:45Share-Based Payment Update
Scope
Classification
Recognition
Case studies and examples
1:451:55Break
1:553:25Revenue Recognition Issues (Part 1)
Establishing Contract Existence
Judgement Area: Contract Approval – Cutoff
Trial Periods – Performance Obligations
Auto Renewals – Contract Existence
Contract Combination Scenarios
Termination Concepts
Downstream Impacts of Termination Clauses
Identifying Promises in the Contract
Immaterial Promises
Distinct in the Context of a Contract
Customer Options
Determining Value of a Material Right
Identifying Components of Transaction Price
Inclusion of Consideration
3:253:30Break
3:305:00Revenue Recognition Issues (Part 2)
How to Estimate Variable Consideration
Constraint of Variable Consideration
Consideration Paid to a Customer
Incremental Right vs. Variable Consideration
Customer Options vs. Variable Consideration
Estimating Standalone Selling Price: Various Approaches
Professional Services: Time and Materials Billing vs. Fixed Fee
Contract Modifications
Usage-Based Fees
Consistent Pricing
Tiered Pricing
Minimum Commitment
Licensing of Intellectual Property
Conversion Rights
Principal vs. Agent
Agenda: DAY 2
8:459:55Tax Update
One Big Beautiful Bill Act (OBBBA)
Path to Passage
What's Next
How does it impact your business and industry
9:5510:10Break
10:1011:45SOX & Internal Controls Update
Risk assessment refresh
Significant transactions and events
SOX modernization and optimization
Information used in controls
Deficiencies & severity assessment
11:4512:45Lunch Break
12:452:15Recent Accounting Trends for Tech Companies
Recently Issued and newly proposed Accounting Standard Updates (ASU)
Key elements of proposed ASUs and how they may impact your company
Practice Issues related to acquisitions, leases, cash flow statement, segments and financial instruments
2:152:25Break
2:253:30Cybersecurity Update
3:303:40Break
3:404:40Future of Finance
Conference Series Speakers Include:
Neima Golnabi Grant Thornton, Partner
Tony Felder Grant Thornton, Manager - Finance Modernization
Jeremiah Saunders BDO, Principal - Professional Practice, SEC Services
Rebecca Freeman BDO, Senior Manager - Professional Practice, SEC Services
Heather Atkinson Ernst & Young, Senior Manager
Natasha Khegay Riveron, Senior Director - Accounting Advisory
Shamika Ratwatte Riveron, Director - Technical Accounting & IPO Services
Amar Shah Riveron, Managing Director
Jeffrey Kummer Deloitte, Managing Director - Tax Policy
Abby Cohen Deloitte, Managing Director - Audit & Assurance
Catherine Gilliam Connor Group, Director
Jennie Jiang Connor Group, Director
Daniel Mizero Connor Group, Director - Technical Accounting & IPO Services
Dan Hansen Protiviti, Managing Director
Jon Medina Protiviti, Managing Director - Security & Privacy