2024 sarbanes-oxley seminar

Financial Accounting & Reporting CPE Update 2024

October 11, 2023

Financial Accounting & Reporting CPE Update 2024

VIRTUAL CONFERENCE

We are seeing an unprecedented level of major 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
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 [email protected]

Agenda: DAY 1
8:45	10:05	Financial Accounting Update Recently Issued and newly proposed Accounting Standard Updates (ASU) Key elements of proposed ASUs and how they may impact your company
10:05	10:15	Break
10:15	11:40	SEC Update SEC Rulemaking agenda Proposed rules Pay vs Performance Staff Guidance Comment Letter trends MD&A ESG Climate disclosures status XBRL Tagging Issues
11:40	12:25	Lunch Break
12:25	1:45	Budgeting & 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
1:45	1:55	Break
1:55	3:15	SOX & Internal Controls Update Risk assessment refresh Significant transactions and events SOX modernization and optimization Information used in controls Deficiencies & severity assessment
3:15	3:25	Break
3:25	4:45	Cybersecurity Update Cybersecurity Frameworks Incident Reporting Risk management and governance Preventative measures Social engineering attacks

Agenda: DAY 2
8:45	10:05	The 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
10:05	10:20	Break
10:20	11:35	b>Financial Accounting Fraud Trends and Cases Key SEC Enforcements Trends and Cases How to manage or mitigate the risk of fraud
11:35	11:45	Break
11:45	1:05	Tax Update One Big Beautiful Bill Act Legislative News
1:05	1:45	Lunch Break
1:45	3:05	Revenue Recognition: Evolving Issues Contract modifications Identifying performance obligations Significant financing component Contingent revenue Performance obligations over time Costs to obtain a contract
3:05	3:20	Break
3:20	4:40	GenAI 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

October 5, 2023

BEST PRACTICES IN ACCOUNTING AND FINANCE CPE 2024

VIRTUAL CONFERENCE

Best practices in accounting result in better overall functionality of your organization. This conference will cover a number of key areas where you’ll be challenged to increase your level of efficiency. Speakers are experts from the Big Four and niche financial consulting companies. You will earn 16 CPEs.

LEARNING OBJECTIVES:

Understand the latest accounting best practices in key areas
Recognize what your peers are doing to improve their information reporting
Evaluate cutting edge topics and tools and determine if they fit your organization

REGISTRATION INFORMATION:

Cost: $695
This event will run 8:45-4:55p (Pacific Time) each day.

Agenda: DAY 1
8:45	10:00	FP&A Best Practices FP&A Core Functions Business Partnering Strategic Planning Budgeting/Forecasting Reporting Profitability Analysis Systems Digital Transformation Ad-Hoc Projects
10:00	10:15	Break
10:15	11:35	GenAI How companies are best using this revolutionary technology Use Cases in Accounting & Finance
11:35	11:40	Break
11:40	12:55	Best Practices in treasury Structuring a solid system in times of volatility Creating value in the cash management function Achieving maximum cash visibility
12:55	1:40	Lunch Break
1:40	3:00	Third Party Risk Management Why is TRRM important? Governance and operating models Leading practices and hot topics
3:00	3:15	Break
3:15	4:50	Risk Mindset in Uncertain Times Recent Trends Cases and Examples Tips and Best Practices

Agenda: DAY 2
8:45	10:05	Tax Considerations More efficient methods for improving cash flow Managing effective tax rates Mitigating past non-compliance OBBBA
10:05	10:20	Break
10:20	11:20	CFO Survey Results Strategic growth and digital transformations Enhanced forecasting Operational efficiency Key trends and takeaways
11:20	11:35	Break
11:35	12:50	Attracting and Retaining Accounting & Finance Talent Outside-in: changing dynamics Nature of work: navigating fluidity Impact of GenAI on talent
12:50	1:20	Lunch Break
1:20	2:50	Cybersecurity Trends Social media risk landscape Malware, brand hijacking, lack of control over content Customer service dissatisfaction, record retention & employee posts Crisis management, bloggers disclosures, data leakage protection Tips and Best Practices
2:50	3:00	Break
3:00	4:30	The Intelligent Close

Conference series speakers include:
Spencer Bethmann, KPMG Managing Director
Glenn Snyder, Riveron Senior Director - Interim Management
Ezi Chioke, Deloitte Manager, Treasury Technology and Transformation
Kristina Mango, Deloitte Senior Manager
Vibhor Chandra, Deloitte Partner
Peter Bradford, KPMG Global Leader - Fraud
Jonathan Goldblatt, Kroll Managing Director
Jon Medina, Protiviti Managing Director
Dan Hansen, Protiviti Managing Director
Matt Lepley, Connor Group Partner
Sandra Tullis, Cronos Group Global Head of Treasury
Julius Hart, PwC Senior Manager
David Nadell, Kroll Director
Frank Deluccia, Kroll Director
Shaun James, RSMManager, Accounting Methods and Periods
Dongchen Xu, FTI Consulting Senior Director, Office of the CFO Solutions
Jonathan Shertok, Ernst & Young EY Helix Global Product Leader

SOX and Internal Controls CPE Update 2024

October 5, 2023

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SOX and Internal Controls CPE Update 2024

VIRTUAL CONFERENCE

SOX and Internal Control best practices continue to evolve. Led by national accounting firm technical experts and complemented by industry panelists, the program includes a combination of lectures and interactive discussions for a deeper understanding of the topics.

LEARNING OBJECTIVES:

Understand the latest regulatory/best practice changes in key areas
How to optimize your ICFR efforts: technology considerations
How will ESG impact your SOX compliance

REGISTRATION INFORMATION:

Cost: $695
This event will run 8:45-4:55p (Eastern Time) each day.

Agenda: DAY 1
8:45	10:55	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
10:55	11:10	Break
11:10	12:25	IT General Controls: Common Scenarios ITGC Scoping for SOX Compliance Basic Training Review: general scoping, risk process and control topics SOX Challenges in the Cloud New Trends: what we are seeing with our clients
12:25	1:00	Lunch Break
1:00	2:15	Industry Panel Discussion and Q&A
2:15	2:30	Break
2:30	3:45	SOX AI/Automation PwC demo of three live tools and platforms for the SOX/IA lifecycle Deep Research for Risk Dynamic Control Testing Internal Audit OS
3:45	3:55	Break
3:55	5:00	Cybersecurity Update Assessing your cybersecurity posture Frameworks Incident reporting Risk management and governance Emerging standards of AI guidance

Agenda: DAY 2
8:45	10:15	How to Populate a Risk & Control Matrix: Avoid Common Pitfalls Anchor each line of the RCM to a clearly articulate financial statement risk Align controls to relevant assertions and process objectives Right-size the level of precision Clearly assign control owners, timing and evidence
10:15	10:30	Break
10:30	11:35	SOX by the Numbers: Material Weakness Trends, Cost Pressure and the Hidden Risk Curve When things go wrong Trends and patterns Evaluate your auditor Methods that work
11:35	11:45	Break
11:45	1:00	SOX for Lean Teams: Staying Compliant with Limited Resources Focus on what truly matters Design controls that scale Leverage automation strategically Avoid over-documentation traps
1:00	1:50	Lunch Break
1:50	3:00	KPMG Insights on SOX Trends How to govern and place controls around AI and comply with SOX The Future of SOX
3:00	3:15	Break
3:15	4:35	Future of Work and Wrap-Up

Conference Series Speakers Include:
Will Abee Deloitte, Accounting & Reporting Advisory Manager
Dylan Fahy Deloitte, Senior Manager
Stefan Ozer Deloitte, Partner
Morgan Aumick Deloitte, Senior Consultant - Business Controls Advisory
Jeff Dietrich BPM, Partner
Paul Bansal BPM, Managing Director
Justin Kay BPM, Partner
Dan Hansen Protiviti, Managing Director
Jeff Sorensen PwC, Global Client Partner
Daniel O'Leary Protiviti, Managing Director
Wyatt McKenzie PwC, Senior Manager
Jon Medina Protiviti, Managing Director
Debbie Biddle-Castillo Baker Tilly, Principal
Industry Panelists from Google, Bloom Energy and Salesforce
Andrew Willis Protiviti, Managing Director
Angela Barcelos CFGI, Partner
Megan Cappy Baker Tilly, Senior Manager, Risk Advisory
Megan Smith Deloitte, Audit Manager
Dan Mochizuki KPMG, Director

October 4, 2023

Financial Accounting & Reporting CPE Update 2024

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

Agenda: DAY 1
8:45	10:05	Financial Accounting Update Recently Issued and newly proposed Accounting Standard Updates (ASU) Key elements of proposed ASUs and how they may impact your company
10:05	10:15	Break
10:15	11:40	SEC Update SEC Rulemaking agenda Proposed rules Pay vs Performance Staff Guidance Comment Letter trends MD&A ESG Climate disclosures status XBRL Tagging Issues
11:40	12:25	Lunch Break
12:25	1:45	Budgeting & 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
1:45	1:55	Break
1:55	3:15	SOX & Internal Controls Update Risk assessment refresh Significant transactions and events SOX modernization and optimization Information used in controls Deficiencies & severity assessment
3:15	3:25	Break
3:25	4:45	Cybersecurity Update Cybersecurity Frameworks Incident Reporting Risk management and governance Preventative measures Social engineering attacks

Agenda: DAY 2
8:45	10:05	The 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
10:05	10:20	Break
10:20	11:35	b>Financial Accounting Fraud Trends and Cases Key SEC Enforcements Trends and Cases How to manage or mitigate the risk of fraud
11:35	11:45	Break
11:45	1:05	Tax Update One Big Beautiful Bill Act Legislative News
1:05	1:45	Lunch Break
1:45	3:05	Revenue Recognition: Evolving Issues Contract modifications Identifying performance obligations Significant financing component Contingent revenue Performance obligations over time Costs to obtain a contract
3:05	3:20	Break
3:20	4:40	GenAI 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

October 3, 2023

SOX and Internal Controls CPE Update 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

Understand the latest regulatory/best practice changes in key areas
How to optimize your ICFR efforts: technology considerations
How will ESG impact your SOX compliance

REGISTRATION INFORMATION:

Cost: $545 (Save $150 off the $695 fee if you sign up at least 30 days in advance)
This event will run 8:45-4:55p (Eastern Time) each day.

Agenda: DAY 1
8:45	10:55	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
10:55	11:10	Break
11:10	12:25	IT General Controls: Common Scenarios ITGC Scoping for SOX Compliance Basic Training Review: general scoping, risk process and control topics SOX Challenges in the Cloud New Trends: what we are seeing with our clients
12:25	1:00	Lunch Break
1:00	2:15	Industry Panel Discussion and Q&A
2:15	2:30	Break
2:30	3:45	SOX AI/Automation PwC demo of three live tools and platforms for the SOX/IA lifecycle Deep Research for Risk Dynamic Control Testing Internal Audit OS
3:45	3:55	Break
3:55	5:00	Cybersecurity Update Assessing your cybersecurity posture Frameworks Incident reporting Risk management and governance Emerging standards of AI guidance

Agenda: DAY 2
8:45	10:15	How to Populate a Risk & Control Matrix: Avoid Common Pitfalls Anchor each line of the RCM to a clearly articulate financial statement risk Align controls to relevant assertions and process objectives Right-size the level of precision Clearly assign control owners, timing and evidence
10:15	10:30	Break
10:30	11:35	SOX by the Numbers: Material Weakness Trends, Cost Pressure and the Hidden Risk Curve When things go wrong Trends and patterns Evaluate your auditor Methods that work
11:35	11:45	Break
11:45	1:00	SOX for Lean Teams: Staying Compliant with Limited Resources Focus on what truly matters Design controls that scale Leverage automation strategically Avoid over-documentation traps
1:00	1:50	Lunch Break
1:50	3:00	KPMG Insights on SOX Trends How to govern and place controls around AI and comply with SOX The Future of SOX
3:00	3:15	Break
3:15	4:35	Future of Work and Wrap-Up

Conference Series Speakers Include:
Will Abee Deloitte, Accounting & Reporting Advisory Manager
Dylan Fahy Deloitte, Senior Manager
Stefan Ozer Deloitte, Partner
Morgan Aumick Deloitte, Senior Consultant - Business Controls Advisory
Jeff Dietrich BPM, Partner
Paul Bansal BPM, Managing Director
Justin Kay BPM, Partner
Dan Hansen Protiviti, Managing Director
Jeff Sorensen PwC, Global Client Partner
Daniel O'Leary Protiviti, Managing Director
Wyatt McKenzie PwC, Senior Manager
Jon Medina Protiviti, Managing Director
Debbie Biddle-Castillo Baker Tilly, Principal
Industry Panelists from Google, Bloom Energy and Salesforce
Andrew Willis Protiviti, Managing Director
Angela Barcelos CFGI, Partner
Megan Cappy Baker Tilly, Senior Manager, Risk Advisory
Megan Smith Deloitte, Audit Manager
Dan Mochizuki KPMG, Director

Revenue Recognition CPE Update: Evolving Issues 2024

October 3, 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.

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

SOX & Internal Controls CPE Update 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

Understand the latest regulatory/best practice changes in key areas
How to optimize your ICFR efforts: technology considerations
How will ESG impact your SOX compliance

REGISTRATION INFORMATION:

Cost: $695
This event will run 8:45-4:55p (Pacific Time) each day.

Agenda: DAY 1
8:45	10:55	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
10:55	11:10	Break
11:10	12:25	IT General Controls: Common Scenarios ITGC Scoping for SOX Compliance Basic Training Review: general scoping, risk process and control topics SOX Challenges in the Cloud New Trends: what we are seeing with our clients
12:25	1:00	Lunch Break
1:00	2:15	Industry Panel Discussion and Q&A
2:15	2:30	Break
2:30	3:45	SOX AI/Automation PwC demo of three live tools and platforms for the SOX/IA lifecycle Deep Research for Risk Dynamic Control Testing Internal Audit OS
3:45	3:55	Break
3:55	5:00	Cybersecurity Update Assessing your cybersecurity posture Frameworks Incident reporting Risk management and governance Emerging standards of AI guidance

Agenda: DAY 2
8:45	10:15	How to Populate a Risk & Control Matrix: Avoid Common Pitfalls Anchor each line of the RCM to a clearly articulate financial statement risk Align controls to relevant assertions and process objectives Right-size the level of precision Clearly assign control owners, timing and evidence
10:15	10:30	Break
10:30	11:35	SOX by the Numbers: Material Weakness Trends, Cost Pressure and the Hidden Risk Curve When things go wrong Trends and patterns Evaluate your auditor Methods that work
11:35	11:45	Break
11:45	1:00	SOX for Lean Teams: Staying Compliant with Limited Resources Focus on what truly matters Design controls that scale Leverage automation strategically Avoid over-documentation traps
1:00	1:50	Lunch Break
1:50	3:00	KPMG Insights on SOX Trends How to govern and place controls around AI and comply with SOX The Future of SOX
3:00	3:15	Break
3:15	4:35	Future of Work and Wrap-Up

Conference Series Speakers Include:
Will Abee Deloitte, Accounting & Reporting Advisory Manager
Dylan Fahy Deloitte, Senior Manager
Stefan Ozer Deloitte, Partner
Morgan Aumick Deloitte, Senior Consultant - Business Controls Advisory
Jeff Dietrich BPM, Partner
Paul Bansal BPM, Managing Director
Justin Kay BPM, Partner
Dan Hansen Protiviti, Managing Director
Jeff Sorensen PwC, Global Client Partner
Daniel O'Leary Protiviti, Managing Director
Wyatt McKenzie PwC, Senior Manager
Jon Medina Protiviti, Managing Director
Debbie Biddle-Castillo Baker Tilly, Principal
Industry Panelists from Google, Bloom Energy and Salesforce
Andrew Willis Protiviti, Managing Director
Angela Barcelos CFGI, Partner
Megan Cappy Baker Tilly, Senior Manager, Risk Advisory
Megan Smith Deloitte, Audit Manager
Dan Mochizuki KPMG, Director

October 3, 2023

SOX & Internal Controls CPE Update 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

Understand the latest regulatory/best practice changes in key areas
How to optimize your ICFR efforts: technology considerations
How will ESG impact your SOX compliance

REGISTRATION INFORMATION:

Cost: $695
This event will run approximately 8:45-5p (Central 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	10:55	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
10:55	11:10	Break
11:10	12:25	IT General Controls: Common Scenarios ITGC Scoping for SOX Compliance Basic Training Review: general scoping, risk process and control topics SOX Challenges in the Cloud New Trends: what we are seeing with our clients
12:25	1:00	Lunch Break
1:00	2:15	Industry Panel Discussion and Q&A
2:15	2:30	Break
2:30	3:45	SOX AI/Automation PwC demo of three live tools and platforms for the SOX/IA lifecycle Deep Research for Risk Dynamic Control Testing Internal Audit OS
3:45	3:55	Break
3:55	5:00	Cybersecurity Update Assessing your cybersecurity posture Frameworks Incident reporting Risk management and governance Emerging standards of AI guidance

Agenda: DAY 2
8:45	10:15	How to Populate a Risk & Control Matrix: Avoid Common Pitfalls Anchor each line of the RCM to a clearly articulate financial statement risk Align controls to relevant assertions and process objectives Right-size the level of precision Clearly assign control owners, timing and evidence
10:15	10:30	Break
10:30	11:35	SOX by the Numbers: Material Weakness Trends, Cost Pressure and the Hidden Risk Curve When things go wrong Trends and patterns Evaluate your auditor Methods that work
11:35	11:45	Break
11:45	1:00	SOX for Lean Teams: Staying Compliant with Limited Resources Focus on what truly matters Design controls that scale Leverage automation strategically Avoid over-documentation traps
1:00	1:50	Lunch Break
1:50	3:00	KPMG Insights on SOX Trends How to govern and place controls around AI and comply with SOX The Future of SOX
3:00	3:15	Break
3:15	4:35	Future of Work and Wrap-Up

Conference Series Speakers Include:
Will Abee Deloitte, Accounting & Reporting Advisory Manager
Dylan Fahy Deloitte, Senior Manager
Stefan Ozer Deloitte, Partner
Morgan Aumick Deloitte, Senior Consultant - Business Controls Advisory
Jeff Dietrich BPM, Partner
Paul Bansal BPM, Managing Director
Justin Kay BPM, Partner
Dan Hansen Protiviti, Managing Director
Jeff Sorensen PwC, Global Client Partner
Daniel O'Leary Protiviti, Managing Director
Wyatt McKenzie PwC, Senior Manager
Jon Medina Protiviti, Managing Director
Debbie Biddle-Castillo Baker Tilly, Principal
Industry Panelists from Google, Bloom Energy and Salesforce
Andrew Willis Protiviti, Managing Director
Angela Barcelos CFGI, Partner
Megan Cappy Baker Tilly, Senior Manager, Risk Advisory
Megan Smith Deloitte, Audit Manager
Dan Mochizuki KPMG, Director

October 3, 2023

Financial Accounting & Reporting CPE Update 2024

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: $695
This event will run 8:45-4:55p (Pacific Time) each day.

Agenda: DAY 1
8:45	10:05	Financial Accounting Update Recently Issued and newly proposed Accounting Standard Updates (ASU) Key elements of proposed ASUs and how they may impact your company
10:05	10:15	Break
10:15	11:40	SEC Update SEC Rulemaking agenda Proposed rules Pay vs Performance Staff Guidance Comment Letter trends MD&A ESG Climate disclosures status XBRL Tagging Issues
11:40	12:25	Lunch Break
12:25	1:45	Budgeting & 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
1:45	1:55	Break
1:55	3:15	SOX & Internal Controls Update Risk assessment refresh Significant transactions and events SOX modernization and optimization Information used in controls Deficiencies & severity assessment
3:15	3:25	Break
3:25	4:45	Cybersecurity Update Cybersecurity Frameworks Incident Reporting Risk management and governance Preventative measures Social engineering attacks

Agenda: DAY 2
8:45	10:05	The 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
10:05	10:20	Break
10:20	11:35	b>Financial Accounting Fraud Trends and Cases Key SEC Enforcements Trends and Cases How to manage or mitigate the risk of fraud
11:35	11:45	Break
11:45	1:05	Tax Update One Big Beautiful Bill Act Legislative News
1:05	1:45	Lunch Break
1:45	3:05	Revenue Recognition: Evolving Issues Contract modifications Identifying performance obligations Significant financing component Contingent revenue Performance obligations over time Costs to obtain a contract
3:05	3:20	Break
3:20	4:40	GenAI 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