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.


  • 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


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

Agenda: DAY 1
8:4510:15SOX & Internal Controls Update
Sarbanes-Oxley Act Optimization and Modernization
Robotic process automation (RPA)
Risk assessment
ICFR areas of focus: Management review controls (MRCs)
Automated Controls (ITACs)
Material weaknesses
Significant transactions or events
Information used in the control (IUC)
IT/system implementation
System and organization controls (SOC) reports
Accounting for Acquisitions Update
Current state
Typical transaction timeline and activities
Process coordination
Accounting perspective
Identify acquiror, date, purchase price, allocation of purchase price
Other considerations
11:4512:30Lunch Break
12:301:45Revenue Recognition Update
SEC Perspective
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
1:553:05Cybersecurity Update: Ransomware
What is ransomware?
The ransomware landscape
Defending against ransomware
Additional considerations
Key takeaways
3:154:45ESG Update
Understanding Risks and Opportunities
A new way of thinking
Report accurately and disclose transparently
Create value through ESG principles
Agenda: DAY 2
8:4510:15Fraud Update
Other Fraud Risks
Compliance and Some Suggestions
The Finance Function---the canary in the coal mine
10:3012:00Lease Accounting
Work from home considerations
Accounting for modifications
Where companies are running into issues
12:0012:45Lunch Break
12:452:00Tax Update
A full plate for Congress
Key Tax Proposals
Latest legislative developments
Build Back Better Act
2:103:40SEC Update
Current landscape
Rulemaking update
CAQ regulations committee meeting highlights
Emerging issues
SEC staff comments and reminders
3:454:40Best Practices in Treasury
Conference Series Speakers Include:
Aleks Zabreyko Connor Group, Managing Partner
Alex Brosseau Deloitte, Senior Manager, Tax Policy
Debbie Biddle-Castillo KPMG, Managing Director
Meghan Depp BDO, Partner
Jamie Tolles ZeroFox, Vice President, Response
Rebecca Freeman BDO, Senior Manager - SEC Services
Jeff Schaeffer Connor Group, Partner
Kenny Gerasimov Connor Group, Manager
Vibhor Chandra Deloitte, Senior Manager
Catherine Poulsen Deloitte, Managing Director
Vid Anandkumar Deloitte, Senior Manager
Katy Rossino Deloitte, Senior Manager, National Office Accounting & Reporting Services
Sara Raquel Macferran Deloitte, Senior Manager, National Office Accounting & Reporting Services
Apoorva Bhagwat Deloitte, Treasury & Advisory Group
Cheryl Heskett Deloitte, Senior Manager, Treasury Advisory