Software & SaaS Accounting Update 2027

VIRTUAL CONFERENCE – TWO-DAY EVENT – 16 CPE

AI can now explain almost any accounting rule in seconds. What it can’t tell you is how other companies are actually applying it. Software & SaaS Accounting Update 2027 is a two-day, live virtual CPE conference (March 17–18, 2027, Pacific Time) where Big 4 and advisory-firm specialists share what they are seeing across their client companies, and in-house accounting and finance leaders share how their own teams are handling ASC 606 for subscriptions and usage-based pricing, contract modifications, commissions, capitalized software and AI costs, stock compensation, SEC reporting, tax, and revenue controls.

You’ll come away with real perspective on how your counterparts at other companies are dealing with the same challenges you face: the judgments they’re making, the approaches that are working, and the mistakes to avoid. Includes a panel of revenue accounting leaders at software companies and practical cases drawn from real contracts. No travel required.

AT A GLANCE:

Dates: Wednesday–Thursday, March 17–18, 2027
Time: 8:45a to 4:40p (Pacific) each day
Format: Live virtual conference (attend from anywhere)
Why attend: Hear how the firms’ clients and your counterparts at other companies are handling the same challenges you face
CPE: 16 CPE credits
Who should attend: Staff and senior accountants, accounting managers, directors of accounting, controllers, CAOs, and CFOs, plus revenue, technical accounting, SEC reporting, tax, and SOX professionals at software and SaaS companies

LEARNING OBJECTIVES:

Benchmark your company’s approach against how peer companies and the firms’ clients are handling the same issues
Apply ASC 606 to subscription, usage-based, consumption, and AI-driven pricing models
Account for contract modifications, ramp deals, bundles, and standalone selling price in software arrangements
Evaluate the capitalization and amortization of commissions and other contract costs under ASC 340-40
Determine the accounting for internal-use software, cloud computing arrangements, and AI development costs
Identify current SEC reporting, disclosure, stock compensation, and tax developments affecting software companies
Strengthen controls over revenue, billing, and quote-to-cash systems

REGISTRATION INFORMATION:

Cost: $595 (save $150 off the regular price of $745 if you register by February 12th).
This event will run from 8:45a to 4:40p (Pacific) 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 (Wednesday, March 17, 2027 – Pacific Time)
8:45	10:05	SaaS Revenue Recognition Update: Evolving Issues Contract existence, approval, and cutoff judgments Free trials, auto-renewals, and termination clauses Identifying performance obligations in SaaS arrangements Customer options and material rights Recent practice issues and SEC comment trends on revenue
10:05	10:15	Break
10:15	11:35	Usage-Based, Consumption & AI Pricing Models Usage-based and consumption pricing under ASC 606 Prepaid credits, drawdown models, and breakage Hybrid subscription-plus-usage arrangements Outcome-based and AI-driven pricing Variable consideration and the constraint
11:35	11:45	Break
11:45	1:05	Contract Modifications, Bundles & Standalone Selling Price Upsells, downgrades, early renewals, and blend-and-extend deals Ramp deals and multi-year pricing Estimating standalone selling price for software and services Implementation and professional services Hosted software vs. on-premise licenses
1:05	1:50	Lunch Break
1:50	3:10	Panel: Revenue Accounting Leaders at Software Companies How in-house teams handle today’s most complex deals Partnering with sales, deal desk, and legal on contract terms Quote-to-cash systems and automation Where AI is helping in revenue accounting
3:10	3:20	Break
3:20	4:40	Commissions & Contract Costs (ASC 340-40) Identifying incremental costs of obtaining a contract Determining the amortization period, including renewals Commission plan changes, clawbacks, and accelerators Practical expedients and impairment Disclosure requirements and common pitfalls

Agenda: DAY 2 (Thursday, March 18, 2027 – Pacific Time)
8:45	10:05	SEC Reporting & Disclosure Update for Software Companies SEC staff comment trends for software companies Key metrics and non-GAAP measures, including ARR and net revenue retention Segment reporting and expense disaggregation requirements MD&A and risk factor considerations IPO readiness considerations
10:05	10:15	Break
10:15	11:35	Capitalized Software, Cloud & AI Development Costs Internal-use software, including the ASU 2025-06 updates Software to be sold or marketed (ASC 985-20) Cloud computing arrangement implementation costs Accounting for AI development and model costs Amortization, impairment, and disclosures
11:35	11:45	Break
11:45	1:05	Share-Based Compensation & Equity Update RSUs, performance awards, and market conditions Award modifications and repricings Tender offers and secondary transactions Income tax effects of equity awards Case studies and examples
1:05	1:50	Lunch Break
1:50	3:10	Tax Update for Software Companies R&E expensing changes and planning opportunities Recent federal legislative developments Sales tax on SaaS and digital products International tax considerations Income tax disclosure requirements
3:10	3:20	Break
3:20	4:40	SOX & Controls Over Revenue, Billing & Quote-to-Cash Key revenue controls for software and SaaS companies IT general controls over billing and subscription systems Reports and data used in controls Relying on SOC 1 reports from cloud vendors Using AI and automation in revenue controls

Speakers from the 2026 Series Included:
Abby Cohen	Deloitte, Managing Director – Audit & Assurance
Laura Wong	Deloitte, Strategic Risk Management: IA – ERM – SOX
Jeffrey Kummer	Deloitte, Managing Director – Tax Policy
Tim Geringer	EY, Senior Manager
Heather Atkinson	EY, Senior Manager
Manish Rathi	EY, Managing Director
Luna Lu	EY, Manager
Jeff Griffiths	PwC, Managing Director
Michael Kearney	PwC, Deals Director
Neima Golnabi	Grant Thornton, Partner
Dominic Mills	Grant Thornton, Partner – Technology Industry
Julie Dockins	Grant Thornton, Audit Manager
Tony Felder	Grant Thornton, Manager – Finance Modernization
Jeremiah Saunders	BDO, Principal – Professional Practice, SEC Services
Rebecca Freeman	BDO, Senior Manager – Professional Practice, SEC Services
Amar Shah	Riveron, Managing Director
Natasha Khegay	Riveron, Senior Director – Accounting Advisory
Shamika Ratwatte	Riveron, Director – Technical Accounting & IPO Services
Jen Simon	Riveron, Director – Accounting Advisory
Aleks Zabreyko	Connor Group, Partner
Jesse Fillerup	Connor Group, Partner – Technical Accounting
Catherine Gilliam	Connor Group, Director
Jennie Jiang	Connor Group, Director
Daniel Mizero	Connor Group, Director – Technical Accounting & IPO Services
Dan Hansen	Protiviti, Managing Director
Jon Medina	Protiviti, Managing Director – Security & Privacy
Angela Liu	GAAPsavvy, Founder

WHAT ATTENDEES SAY:

“This was by far the best ASC 606 webinar I have ever attended. Kudos to the team that put this together.”
– Sr. Accounting Director, Sunoco | Revenue Recognition, Dec 2025

“Great course – will continue to attend yearly and send my coworkers/staff.”
– Revenue & Billing Manager, OneSpan | Revenue Recognition, Dec 2025

“Helpful content, logistics were smooth, speakers communicated clearly and were very knowledgeable. … Overall positive experience and would attend again.”
– Senior Revenue Manager, Netgear Inc. | Accounting Update for Technology Companies, Oct 2025

“Presenter was excellent – one of the best AI presentations for our field that I’ve seen to date. Loved the real-time examples.”
– Senior Manager, Financial Reporting, PathAI | Accounting Update for Technology Companies, Oct 2025

“Overall speakers were really good and engaging. Great examples and I really liked the case studies.”
– VP Controller, Vistage Worldwide | Revenue Recognition, Mar 2025

FREQUENTLY ASKED QUESTIONS:

What is the Software & SaaS Accounting Update 2027?
A two-day live virtual CPE conference, held March 17–18, 2027, focused on the accounting, reporting, tax, and controls issues specific to software and SaaS companies, including ASC 606 for subscription and usage-based pricing, commissions, capitalized software, and stock compensation.

Why attend a live conference when AI can explain the accounting rules?
AI can summarize what the standards say, but it can’t tell you how other companies are applying them. At this conference, Big 4 and advisory-firm specialists share what they are seeing across their client companies, and in-house leaders share how their own teams are handling the same challenges you face, so you leave with practical perspective you can’t get from the rules alone.

How many CPE credits can I earn?
Attendees earn 16 CPE credits for attending both days.

Who presents?
Sessions are led by Big 4 and other technical experts. Speakers from the 2026 series included specialists from Deloitte, EY, PwC, Grant Thornton, BDO, Riveron, Connor Group, and Protiviti.

How is this different from the Accounting Update for Technology Companies?
This March conference focuses specifically on software and SaaS accounting challenges. The September Accounting Update for Technology Companies covers the broader technology industry.

Where is the conference held?
Online. It is a live virtual event, so you can attend from your office or home with no travel required. Times are 8:45a to 4:40p (Pacific) each day.

How much does it cost?
$745, or $595 if you register by February 12th. Group and invoice options are available by phone at (610) 789-3110.

Who runs this conference?
ACS (Accounting Conferences and Seminars), which has produced CPE conferences designed specifically for corporate accountants since 2010.

See all upcoming virtual CPE conferences for corporate accountants.