2024 boston cpe seminar

October 11, 2023

Revenue Recognition CPE Update: Evolving Issues 2024

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 (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 [email protected]

Agenda: DAY 1
8:45	11:00	Revenue 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
11:00	11:15	Break
11:15	12:40	Cases and Examples Areas of significant complexity and judgement Top causes of restatements Operational and business model changes Interaction with other guidance
12:40	1:30	Lunch Break
1:30	2:55	Disclosures Recent Trends Disaggregated revenue Reconciliation of contract balances Qualification of performance obligations Disclosure of significant assumptions Quantification of costs to complete a contract
2:55	3:10	Break
3:10	4:30	Incremental 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
8:45	12:05	ASC 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
12:05	1:00	Lunch Break
1:00	2:15	Revenue Recognition: AI & Automation Use Cases How to take the first steps Different automation options
2:15	2:25	Break
2:25	3:25	Revenue Recognition: Technical Update Industry specific issues Evolving issues Practical examples
3:25	3:35	Break
3:35	4:55	Impact 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

October 5, 2023

Revenue Recognition CPE Update: Evolving Issues 2024

VIRTUAL CONFERENCE

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 (Eastern Time) each day.

Agenda: DAY 1
8:45	11:00	Revenue 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
11:00	11:15	Break
11:15	12:40	Cases and Examples Areas of significant complexity and judgement Top causes of restatements Operational and business model changes Interaction with other guidance
12:40	1:30	Lunch Break
1:30	2:55	Disclosures Recent Trends Disaggregated revenue Reconciliation of contract balances Qualification of performance obligations Disclosure of significant assumptions Quantification of costs to complete a contract
2:55	3:10	Break
3:10	4:30	Incremental 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
8:45	12:05	ASC 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
12:05	1:00	Lunch Break
1:00	2:15	Revenue Recognition: AI & Automation Use Cases How to take the first steps Different automation options
2:15	2:25	Break
2:25	3:25	Revenue Recognition: Technical Update Industry specific issues Evolving issues Practical examples
3:25	3:35	Break
3:35	4:55	Impact 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

October 4, 2023

Revenue Recognition CPE Update: Evolving Issues 2024

VIRTUAL CONFERENCE

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.

Agenda: DAY 1
8:45	11:00	Revenue 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
11:00	11:15	Break
11:15	12:40	Cases and Examples Areas of significant complexity and judgement Top causes of restatements Operational and business model changes Interaction with other guidance
12:40	1:30	Lunch Break
1:30	2:55	Disclosures Recent Trends Disaggregated revenue Reconciliation of contract balances Qualification of performance obligations Disclosure of significant assumptions Quantification of costs to complete a contract
2:55	3:10	Break
3:10	4:30	Incremental 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
8:45	12:05	ASC 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
12:05	1:00	Lunch Break
1:00	2:15	Revenue Recognition: AI & Automation Use Cases How to take the first steps Different automation options
2:15	2:25	Break
2:25	3:25	Revenue Recognition: Technical Update Industry specific issues Evolving issues Practical examples
3:25	3:35	Break
3:35	4:55	Impact 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

October 3, 2023

Accounting Update for Software Companies 2024

VIRTUAL CONFERENCE

The new Accounting Update for Software Companies agenda will provide an update on a number of key developments.

LEARNING OBJECTIVES:

Review the latest changes in key areas
Understand how the latest issues impact your company
See where your counterparts are getting stuck

REGISTRATION INFORMATION:

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

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

Agenda: DAY 1
8:45	10:20	Recent 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
10:20	10:35	Break
10:35	12:15	Software and Technology Revenue 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
12:15	1:00	Lunch Break
1:00	2:40	Software and Technology Revenue 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
2:40	2:55	Break
2:55	4:15	Tax Update One Big Beautiful Bill Acy (OBBBA) Path to Passage What's Next How does it impact your business and industry

Agenda: DAY 2
8:45	10:15	SOX & Internal Controls Update Risk assessment refresh Significant transactions and events SOX modernization and optimization Information used in controls Deficiencies & severity assessment
10:15	10:20	Break
10:20	11:50	SEC 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
11:50	11:55	Break
11:55	1:10	Share-Based Payment Accounting Update Scope Classification Recognition Case studies and examples
1:10	1:40	Lunch Break
1:40	3:00	AI Automation Update
3:00	3:10	Break
3:10	4:40	FASB Activity Update

Conference Series Speakers Include:
Brian Aubuchon Riveron,Managing Director
Dom Mills, Grant Thornton, Partner - Technology Industry
Cindy Williams, Grant Thornton, Managing Director, SEC Regulatory Matters
Jeffrey Kummer Deloitte,Director of Tax Policy
Rich Daisley RSM, Senior Manager - Accounting Standards
Kimberly Knapp Ernst & YoungSenior Manager - Technical Accounting Group
Abby Cohen Deloitte, Senior Manager
Mujina Masumba Deloitte, Senior Manager
Aleks Zabreyko Connor GroupPartner
Natasha Khegay Riveron,Technical Accounting Director
Shamika Ratwatte Riveron,Director - Technical Accounting
Angela Liu GAAPSaavy

October 3, 2023

Revenue Recognition CPE Update: Evolving Issues 2024

VIRTUAL CONFERENCE

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 (Pacific Time) each day.

Agenda: DAY 1
8:45	11:00	Revenue 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
11:00	11:15	Break
11:15	12:40	Cases and Examples Areas of significant complexity and judgement Top causes of restatements Operational and business model changes Interaction with other guidance
12:40	1:30	Lunch Break
1:30	2:55	Disclosures Recent Trends Disaggregated revenue Reconciliation of contract balances Qualification of performance obligations Disclosure of significant assumptions Quantification of costs to complete a contract
2:55	3:10	Break
3:10	4:30	Incremental 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
8:45	12:05	ASC 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
12:05	1:00	Lunch Break
1:00	2:15	Revenue Recognition: AI & Automation Use Cases How to take the first steps Different automation options
2:15	2:25	Break
2:25	3:25	Revenue Recognition: Technical Update Industry specific issues Evolving issues Practical examples
3:25	3:35	Break
3:35	4:55	Impact 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

2024 boston cpe seminar

Revenue Recognition CPE Update: Evolving Issues 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

REGISTRATION INFORMATION:

Revenue Recognition CPE Update: Evolving Issues 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

REGISTRATION INFORMATION:

Revenue Recognition CPE Update: Evolving Issues 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

REGISTRATION INFORMATION:

Accounting Update for Software Companies 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

REGISTRATION INFORMATION:

Revenue Recognition CPE Update: Evolving Issues 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

REGISTRATION INFORMATION:

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