2023 cpe revenue recognition

Revenue Recognition Accounting Update (ASC 606)
, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Revenue Recognition Accounting Update (ASC 606)

VIRTUAL CONFERENCE

Get your annual revenue recognition update here!  ASC 606 made a significant impact on the way most companies recognize revenues. Best practices continue to evolve and there are a number of areas where companies are still searching for answers.

This conference assumes you are already familiar with the five-step model. It will address the latest developments in key areas, significant changes, scope, disclosure and impacts. There will be plenty of examples and a detailed case study.

LEARNING OBJECTIVES:

  • Review the latest changes in key areas
  • Understand the big picture concepts from an SEC perspective
  • See where your counterparts are getting stuck

REGISTRATION INFORMATION:

Cost: $545
This event will run 8:45-4:40p (Pacific Time) 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
8:4511:00Revenue Recognition: Past Issues and Emerging Trends
Where people are getting stuck within the five-step model
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
11:0011:15Break
11:1512:40Cases and Examples
Areas of significant complexity and judgement
Top causes of restatements
Operational and business model changes
Interaction with other guidance
12:401:30Lunch Break
1:302:55Disclosures
Recent Trends
Disaggregated revenue
Reconciliation of contract balances
Qualification of performance obligations
Disclosure of significant assumptions
Quantification of costs to complete a contract
2:553:10Break
3:104:30Incremental Costs: Deeper Dive
Adoption of ASC 340-40, Other Assets and Deferred Costs - Contracts With Customers
Provide foundational understanding of identifying costs to be capitalized under ASC 340-40
Provide foundational understanding of how to amortize incremental contract costs
Provide an overview of disclosure requirements
Agenda: DAY 2
8:4512:05ASC 606: Interactive discussion on a series of scenarios Part 1
Selected practice areas: Revenue Customer, Contract Duration, Enforceable Rights, Performance Obligations, Replacement Right, License Modifications, Measure of Progress, Contract Cost
Group will use polling to work through each question
Moderators from Connor Group will explain their recommended answers and explanations
12:051:00Lunch Break
1:002:15Revenue Recognition: AI & Automation
Use Cases
How to take the first steps
Different automation options
2:152:25Break
2:253:25Revenue Recognition: Technical Update
Industry specific issues
Evolving issues
Practical examples
3:253:35Break
3:354:55Impact on Internal Controls
Changes in Information and Related Data - Quality Needs
ASC 606 Internal Control Considerations
On-going ASC 606 Controls
Management Review Controls
Information Used in Controls (IUC)
IT-General Control Considerations
COVID-19 Impact on Internal Controls
SOX Optimization & Modernization
Conference Series Speakers Include:
Abby Cohen Deloitte, Senior Manager
Jen Simon Riveron, Director
Laura Wong Deloitte, Strategic Risk Management: IA - ERM - SOX
Aleks Zabreyko Connor Group, Partner
Tim Geringer EY, Senior Manager
Jesse Fillerup Connor Group, Partner - Technical Accounting
Michael Kearney PwC, Deals Director
Angela Liu Gaapsavvy, Founder
Jeff Griffiths PwC, Managing Director
Dominic Mills Grant Thornton, Partner - Technology Industry
Julie Dockins Grant Thornton, Audit Manager
Luna Lu EY, Manager
Manish Rathi EY, Managing
Natasha Khegay Riveron, Senior Director - Accounting Advisory
Financial Accounting & Reporting Update 2023
, , , , , , , , , , , , , , , , , , , , , , , , , ,

Financial Accounting & Reporting Update 2023

VIRTUAL CONFERENCE

We are seeing an elevated level of accounting changes from US and international standard-setters. This conference will address the latest developments in key areas. Experts from the Big Four and regional firms will lead the discussion.

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: $695
Cost: $545
This event will run 8:45-4:55p (Pacific Time) 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
8:4510:05Financial Accounting Update
Recently Issued and newly proposed Accounting Standard Updates (ASU)
Key elements of proposed ASUs and how they may impact your company
10:0510:15Break
10:1511:40SEC Update
SEC Rulemaking agenda
Proposed rules
Pay vs Performance
Staff Guidance
Comment Letter trends
MD&A
ESG
Climate disclosures status
XBRL Tagging Issues
11:4012:25Lunch Break
12:251:45Budgeting & Forecasting Best Practices
Proven methods to build more accurate and agile budgets and forecasts
How leading companies are adapting their models in fast-changing environments
Connecting budget to strategy
How to avoid common pitfalls
Metrics and KPIs
1:451:55Break
1:553:15SOX & Internal Controls Update
Risk assessment refresh
Significant transactions and events
SOX modernization and optimization
Information used in controls
Deficiencies & severity assessment
3:153:25Break
3:254:45Cybersecurity Update
Cybersecurity Frameworks
Incident Reporting
Risk management and governance
Preventative measures
Social engineering attacks
Agenda: DAY 2
8:4510:05The Future of Work
Long-term trends and short-term shocks are redefining work
Critical dynamics challenging work models
The fluid future
Workers' expanding needs
Considerations for workforce strategy
Workforce AI
10:0510:20Break
10:2011:35b>Financial Accounting Fraud Trends and Cases
Key SEC Enforcements Trends and Cases
How to manage or mitigate the risk of fraud
11:3511:45Break
11:451:05Tax Update
One Big Beautiful Bill Act
Legislative News
1:051:45Lunch Break
1:453:05Revenue Recognition: Evolving Issues
Contract modifications
Identifying performance obligations
Significant financing component
Contingent revenue
Performance obligations over time
Costs to obtain a contract
3:053:20Break
3:204:40GenAI in Accounting & Finance
Define key AI terms
Demystifying the different forms of AI
Practical use-cases today
Exciting use-cases for tomorrow
Strategies fo AI adoption
Conference Series Speakers Include:
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
Revenue Recognition Accounting Update (ASC 606)
, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Revenue Recognition Accounting Update (ASC 606)

VIRTUAL CONFERENCE

Get your annual revenue recognition update here! ASC 606 made a significant impact on the way most companies recognize revenues. Best practices continue to evolve and there are a number of areas where companies are still searching for answers.

This conference assumes you are already familiar with the five-step model. It will address the latest developments in key areas, significant changes, scope, disclosure and impacts. There will be plenty of examples and a detailed case study.

LEARNING OBJECTIVES:

  • Review the latest changes in key areas
  • Understand the big picture concepts from an SEC perspective
  • See where your counterparts are getting stuck

REGISTRATION INFORMATION:

Cost: $695
This event will run 8:45-4:40p (Eastern) 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
8:4511:00Revenue Recognition: Past Issues and Emerging Trends
Where people are getting stuck within the five-step model
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
11:0011:15Break
11:1512:40Cases and Examples
Areas of significant complexity and judgement
Top causes of restatements
Operational and business model changes
Interaction with other guidance
12:401:30Lunch Break
1:302:55Disclosures
Recent Trends
Disaggregated revenue
Reconciliation of contract balances
Qualification of performance obligations
Disclosure of significant assumptions
Quantification of costs to complete a contract
2:553:10Break
3:104:30Incremental Costs: Deeper Dive
Adoption of ASC 340-40, Other Assets and Deferred Costs - Contracts With Customers
Provide foundational understanding of identifying costs to be capitalized under ASC 340-40
Provide foundational understanding of how to amortize incremental contract costs
Provide an overview of disclosure requirements
Agenda: DAY 2
8:4512:05ASC 606: Interactive discussion on a series of scenarios Part 1
Selected practice areas: Revenue Customer, Contract Duration, Enforceable Rights, Performance Obligations, Replacement Right, License Modifications, Measure of Progress, Contract Cost
Group will use polling to work through each question
Moderators from Connor Group will explain their recommended answers and explanations
12:051:00Lunch Break
1:002:15Revenue Recognition: AI & Automation
Use Cases
How to take the first steps
Different automation options
2:152:25Break
2:253:25Revenue Recognition: Technical Update
Industry specific issues
Evolving issues
Practical examples
3:253:35Break
3:354:55Impact on Internal Controls
Changes in Information and Related Data - Quality Needs
ASC 606 Internal Control Considerations
On-going ASC 606 Controls
Management Review Controls
Information Used in Controls (IUC)
IT-General Control Considerations
COVID-19 Impact on Internal Controls
SOX Optimization & Modernization
Conference Series Speakers Include:
Abby Cohen Deloitte, Senior Manager
Jen Simon Riveron, Director
Laura Wong Deloitte, Strategic Risk Management: IA - ERM - SOX
Aleks Zabreyko Connor Group, Partner
Tim Geringer EY, Senior Manager
Jesse Fillerup Connor Group, Partner - Technical Accounting
Michael Kearney PwC, Deals Director
Angela Liu Gaapsavvy, Founder
Jeff Griffiths PwC, Managing Director
Dominic Mills Grant Thornton, Partner - Technology Industry
Julie Dockins Grant Thornton, Audit Manager
Luna Lu EY, Manager
Manish Rathi EY, Managing
Natasha Khegay Riveron, Senior Director - Accounting Advisory
Revenue Recognition Accounting Update (ASC 606)
, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Revenue Recognition Accounting Update (ASC 606)

VIRTUAL CONFERENCE

Get your annual revenue recognition update here!  The new Revenue Recognition Standard made a significant impact on the way most companies recognize revenues. Best practices continue to evolve and there are a number of areas where companies are still searching for answers.

This conference assumes you are already familiar with the five-step model. It will address the latest developments in key areas, significant changes, scope, disclosure and impacts. There will be plenty of examples and case studies.

LEARNING OBJECTIVES:

  • Review the latest changes in key areas
  • Understand the big picture concepts from an SEC perspective
  • See where your counterparts are getting stuck

REGISTRATION INFORMATION:

Cost: $545
This event will run 8:45-4:40p (Pacific) 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
8:4511:00Revenue Recognition: Past Issues and Emerging Trends
Where people are getting stuck within the five-step model
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
11:0011:15Break
11:1512:40Cases and Examples
Areas of significant complexity and judgement
Top causes of restatements
Operational and business model changes
Interaction with other guidance
12:401:30Lunch Break
1:302:55Disclosures
Recent Trends
Disaggregated revenue
Reconciliation of contract balances
Qualification of performance obligations
Disclosure of significant assumptions
Quantification of costs to complete a contract
2:553:10Break
3:104:30Incremental Costs: Deeper Dive
Adoption of ASC 340-40, Other Assets and Deferred Costs - Contracts With Customers
Provide foundational understanding of identifying costs to be capitalized under ASC 340-40
Provide foundational understanding of how to amortize incremental contract costs
Provide an overview of disclosure requirements
Agenda: DAY 2
8:4512:05ASC 606: Interactive discussion on a series of scenarios Part 1
Selected practice areas: Revenue Customer, Contract Duration, Enforceable Rights, Performance Obligations, Replacement Right, License Modifications, Measure of Progress, Contract Cost
Group will use polling to work through each question
Moderators from Connor Group will explain their recommended answers and explanations
12:051:00Lunch Break
1:002:15Revenue Recognition: AI & Automation
Use Cases
How to take the first steps
Different automation options
2:152:25Break
2:253:25Revenue Recognition: Technical Update
Industry specific issues
Evolving issues
Practical examples
3:253:35Break
3:354:55Impact on Internal Controls
Changes in Information and Related Data - Quality Needs
ASC 606 Internal Control Considerations
On-going ASC 606 Controls
Management Review Controls
Information Used in Controls (IUC)
IT-General Control Considerations
COVID-19 Impact on Internal Controls
SOX Optimization & Modernization
Conference Series Speakers Include:
Abby Cohen Deloitte, Senior Manager
Jen Simon Riveron, Director
Laura Wong Deloitte, Strategic Risk Management: IA - ERM - SOX
Aleks Zabreyko Connor Group, Partner
Tim Geringer EY, Senior Manager
Jesse Fillerup Connor Group, Partner - Technical Accounting
Michael Kearney PwC, Deals Director
Angela Liu Gaapsavvy, Founder
Jeff Griffiths PwC, Managing Director
Dominic Mills Grant Thornton, Partner - Technology Industry
Julie Dockins Grant Thornton, Audit Manager
Luna Lu EY, Manager
Manish Rathi EY, Managing
Natasha Khegay Riveron, Senior Director - Accounting Advisory