Financial Accounting & Reporting Update 2022
VIRTUAL CONFERENCE
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: $545 (save $150 off the regular price of $695 if you register by October 14th).
This event will run 8:45-4:40p (PST) each day.
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 | ||
---|---|---|
8:45 | 10:20 | Revenue Recognition Update Price concessions Modifying contracts customer options and material rights Performance obligations - software industry considerations Significant financing component Principal - versus - agent considerations Contract costs Onerous performance obligations/contracts |
10:20 | 10:40 | Break |
10:40 | 12:00 | Tax Update A full plate for Congress Key Tax Proposals Latest legislative developments Build Back Better Act |
12:00 | 1:00 | Lunch Break |
1:00 | 2:30 | ESG Update Understanding Risks and Opportunities A new way of thinking Report accurately and disclose transparently Create value through ESG principles |
2:30 | 2:40 | Break |
2:40 | 3:45 | Cybersecurity Update: Ransomware What is ransomware? The ransomware landscape Defending against ransomware Additional considerations Key takeaways |
3:45 | 3:50 | Break |
3:50 | 5:00 | IPOs and SPACs Update SEC Accounting & Reporting Requirements What we are seeing in the market today How valuations have been impacted Accounting considerations |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:05 | SEC Update Leadership Current landscape Rulemaking update CAQ regulations committee meeting highlights Emerging issues SEC staff comments and reminders Resources |
10:05 | 10:15 | Break |
10:15 | 11:30 | Lease Accounting Work from home considerations Accounting for modifications Where companies are running into issues |
11:30 | 11:35 | Break |
11:35 | 12:45 | Accounting for Debt Latest fallout from COVID-19 Accounting for debt modification, exchange, conversion or extinguishment Should the debt be classified as current or noncurrent Have financing arrangements been properly presented and disclosed |
12:45 | 1:15 | Break |
1:15 | 2:45 | Fraud Update Corruption Other Fraud Risks Compliance and Some Suggestions The Finance Function---the canary in the coal mine |
2:45 | 3:00 | Break |
3:00 | 4:25 | SOX & Internal Controls Update COVID 19 considerations Sarbanes-Oxley Act Optimization and Modernization Robotic process automation (RPA) Risk assessment ICFR areas of focus: Management review controls (MRCs) Automated Controls (ITACs) Material weaknesses Significant transactions or events Information used in the control (IUC) IT/system implementation System and organization controls (SOC) reports |
Conference Series Speakers Include: |
---|
Brian Aubuchon Effectus Group, Managing Director |
Jeff Kummer Deloitte, Partner |
Susan King KPMG, Partner |
Steven Estes KPMG, Partner |
Jamie Tolles ZeroFox, Vice President, Response |
John Williams Ernst & Young, Senior Technology Consultant |
Michael Cheng Frazier & Deeter, National Professional Practice Partner |
Kumail Sarwar Ernst & Young, Senior Manager |
Cindy Williams Grant Thornton, Director SEC Regulatory Matters |
Dominic Mills Grant Thornton, Senior Manager |
Natasha Khegay Effectus Group, Director |
Gopika Ranganathan Effectus Group, Senior Manager |
Abby Cohen Deloitte, Senior Manager |
Guido van Drunen Global Compliance Management and Response, Member and Co-Founder |


SOX and Internal Controls Update 2022
VIRTUAL CONFERENCE
LEARNING OBJECTIVES:
- Understand the latest regulatory/best practice changes in key areas
- What to expect under the new administration
- Begin to assess the effects of the latest accounting standards on your SOX compliance
REGISTRATION INFORMATION:
Cost: $545 (save $150 off the regular price of $695 if you register by September 16th).
This event will run 8:45-4:55p (Eastern Time) each day.
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 | ||
---|---|---|
8:45 | 10:45 | ICFR Lessons Learned and Best Practices Common challenges in the SOX program life cycle including risk assessment and control selection and design Controls related to significant unusual transactions Information Used in Controls (IUC) and the use of technology to modernize the SOX program |
10:45 | 11:00 | Break |
11:00 | 12:15 | Reducing the SOX Burden Market Trends Automate, centralize and eliminate - rationalize the control environment without compromising risk coverage Ease administrative on process owners Practical examples |
12:15 | 1:00 | Lunch Break |
1:00 | 2:30 | Industry Panel Discussion (IPE, Data Security, New Accounting Rules), Impact of COVID... |
2:30 | 2:40 | Break |
2:40 | 3:50 | Cybersecurity Update Ransomware Latest attack trends Practical examples |
3:50 | 3:55 | Break |
3:55 | 5:00 | Robotic Process Automation (RPA) Update Understand and control RPA risks Getting it right from the start rather than patching later Practical examples and cases |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:00 | ESG Trends (Environmental, Social and Governance) Recent Market Trends Example - Sustainability Activities Internal Audit's Role What are other companies doing now? |
10:00 | 10:10 | Break |
10:10 | 11:25 | SEC Update SEC Leadership SEC Rulemaking Update Comment Letter Topics SEC Reporting Reminders Questions |
11:25 | 11:35 | Break |
11:35 | 12:50 | IT Controls Terminology IT general and application controls concepts What is the in-scope IT system How to determine what in IT to test How many cloud/3rd party vendors? Deficiencies |
12:50 | 1:20 | Lunch |
1:20 | 2:40 | Leveraging the Three Lines Model in SOX The latest Three Lines Model from the Institute of Internal Auditors (IIA) Responsibilites of each role in the model How to best leverage for SOX |
2:40 | 2:55 | Break |
2:55 | 4:10 | Cybersecurity Disclosure Controls SEC's proposed rules on cybersecurity risk management Three dangerous trends: technology proliferation and mutating cyber attacks, regulation changes, shortages of IT risk and compliance talent Solutions everyone should know to succeed How to get ahead - meet with your external audit firm with these planned agenda topics |
Conference Series Speakers Include: |
---|
Stefan Ozer Deloitte, Audit Senior Manager |
John Williams Ernst & Young, Technology Consulting |
Becky Zunkiewicz Deloitte, Audit Senior Manager |
Roscelle Gonzales BDO, Professional Practice Director - SEC Services |
Kahlil Osborne Deloitte, Senior Manager |
Hilary Cabodi Effectus Group, Managing Director |
Trey Slinkard Ernst & Young, Senior Manager, Global Advisory |
Linda Long Deloitte, Manager - Finance Transformation |
Jason Emmons Moss Adams, Partner |
Kumail Sarwar Ernst & Young, Senior Manager |
Industry Panelists from Arlo, Google, Salesforce and RingCentral |
Keith Kawashima Protiviti, Managing Director |
Kevin Kirst Ernst & Young, Cybersecurity and Incident Response |
Steven Estes KPMG, Advisory Partner |
Sue King KPMG, Partner |
Bassam Qasem KPMG, Senior Manager |


SOX and Internal Controls Update 2022
VIRTUAL CONFERENCE
LEARNING OBJECTIVES:
- Understand the latest regulatory/best practice changes in key areas
- What to expect under the new administration
- Begin to assess the effects of the latest accounting standards on your SOX compliance
REGISTRATION INFORMATION:
Cost: $545 (save $150 off the regular price of $695 if you register by June 10th).
This event will run 8:45-4:55p (Pacific Time) each day.
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 | ||
---|---|---|
8:45 | 10:45 | ICFR Lessons Learned and Best Practices Common challenges in the SOX program life cycle including risk assessment and control selection and design Controls related to significant unusual transactions Information Used in Controls (IUC) and the use of technology to modernize the SOX program |
10:45 | 11:00 | Break |
11:00 | 12:15 | Reducing the SOX Burden Market Trends Automate, centralize and eliminate - rationalize the control environment without compromising risk coverage Ease administrative on process owners Practical examples |
12:15 | 1:00 | Lunch Break |
1:00 | 2:30 | Industry Panel Discussion (IPE, Data Security, New Accounting Rules), Impact of COVID... |
2:30 | 2:40 | Break |
2:40 | 3:50 | Cybersecurity Update Ransomware Latest attack trends Practical examples |
3:50 | 3:55 | Break |
3:55 | 5:00 | Robotic Process Automation (RPA) Update Understand and control RPA risks Getting it right from the start rather than patching later Practical examples and cases |
Agenda: DAY 2 | ||
---|---|---|
8:45 | 10:00 | ESG Trends (Environmental, Social and Governance) Recent Market Trends Example - Sustainability Activities Internal Audit's Role What are other companies doing now? |
10:00 | 10:10 | Break |
10:10 | 11:25 | SEC Update SEC Leadership SEC Rulemaking Update Comment Letter Topics SEC Reporting Reminders Questions |
11:25 | 11:35 | Break |
11:35 | 12:50 | IT Controls Terminology IT general and application controls concepts What is the in-scope IT system How to determine what in IT to test How many cloud/3rd party vendors? Deficiencies |
12:50 | 1:20 | Lunch |
1:20 | 2:40 | Leveraging the Three Lines Model in SOX The latest Three Lines Model from the Institute of Internal Auditors (IIA) Responsibilites of each role in the model How to best leverage for SOX |
2:40 | 2:55 | Break |
2:55 | 4:10 | Cybersecurity Disclosure Controls SEC's proposed rules on cybersecurity risk management Three dangerous trends: technology proliferation and mutating cyber attacks, regulation changes, shortages of IT risk and compliance talent Solutions everyone should know to succeed How to get ahead - meet with your external audit firm with these planned agenda topics |
Conference Series Speakers Include: |
---|
Stefan Ozer Deloitte, Audit Senior Manager |
John Williams Ernst & Young, Technology Consulting |
Becky Zunkiewicz Deloitte, Audit Senior Manager |
Roscelle Gonzales BDO, Professional Practice Director - SEC Services |
Kahlil Osborne Deloitte, Senior Manager |
Hilary Cabodi Effectus Group, Managing Director |
Trey Slinkard Ernst & Young, Senior Manager, Global Advisory |
Linda Long Deloitte, Manager - Finance Transformation |
Jason Emmons Moss Adams, Partner |
Kumail Sarwar Ernst & Young, Senior Manager |
Industry Panelists from Arlo, Google, Salesforce and RingCentral |
Keith Kawashima Protiviti, Managing Director |
Kevin Kirst Ernst & Young, Cybersecurity and Incident Response |
Steven Estes KPMG, Advisory Partner |
Sue King KPMG, Partner |
Bassam Qasem KPMG, Senior Manager |