2025 boston cpe seminar

Accounting Update for Tech Companies 2025
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Accounting Update for Tech Companies 2025

VIRTUAL CONFERENCE

Join us for this 2-Day CPE Conference designed to keep you ahead of the curve in this fast-evolving industry! Gain invaluable insights into the latest regulatory updates, revenue recognition, and tech-specific accounting challenges from top industry experts. Don’t miss this opportunity to stay informed, enhance your skills, and elevate your accounting expertise—register now!.

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

REGISTER NOW »

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

Agenda: DAY 1
8:4510:20Recent 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
10:2010:35Break
10:3512:15Software 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
12:151:00Lunch Break
1:002:40Software 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
2:402:55Break
2:554:15Tax Update
One Big Beautiful Bill Acy (OBBBA)
Path to Passage
What's Next
How does it impact your business and industry
Agenda: DAY 2
8:4510:15SOX & Internal Controls Update
Risk assessment refresh
Significant transactions and events
SOX modernization and optimization
Information used in controls
Deficiencies & severity assessment
10:1510:20Break
10:2011:50SEC 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
11:5011:55Break
11:551:10Share-Based Payment Accounting Update
Scope
Classification
Recognition
Case studies and examples
1:101:40Lunch Break
1:403:00AI Automation Update
3:003:10Break
3:104:40FASB 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
Revenue Recognition CPE Update: Evolving Issues 2025
, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Revenue Recognition CPE Update: Evolving Issues 2025

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. Bring your questions and scenarios.

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 detailed case studies.

LEARNING OBJECTIVES:

  • Review the latest changes in key areas of complexity and judgement
  • Interaction with other guidance
  • See where your counterparts are getting stuck

REGISTRATION INFORMATION:

Cost: $695
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
Revenue Recognition CPE Update: Evolving Issues 2025
, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Revenue Recognition CPE Update: Evolving Issues 2025

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. Bring your questions and scenarios.

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 studies.

LEARNING OBJECTIVES:

  • Review the latest changes in key areas of complexity and judgement
  • Interaction with other guidance
  • 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
Revenue Recognition CPE Update: Evolving Issues 2025
, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Revenue Recognition CPE Update: Evolving Issues 2025

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. Bring your questions and scenarios.

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 detailed case studies.

LEARNING OBJECTIVES:

  • Review the latest changes in key areas of complexity and judgement
  • Interaction with other guidance
  • See where your counterparts are getting stuck

REGISTRATION INFORMATION:

Cost: $695
This event will run 8:45-4:40p (Central 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