2024 securities and exchange commission conference

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

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

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

2024 securities and exchange commission conference

Financial Accounting & Reporting CPE Update 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

REGISTRATION INFORMATION:

BEST PRACTICES IN ACCOUNTING AND FINANCE CPE 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

REGISTRATION INFORMATION:

Financial Accounting & Reporting CPE Update 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

REGISTRATION INFORMATION:

Financial Accounting & Reporting CPE Update 2024

VIRTUAL CONFERENCE

LEARNING OBJECTIVES:

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