Financial Accounting & Reporting Update on March 25-26, 2025 in San Jose, United States

We continue to see significant accounting changes and rules interpretation from US and international standard-setters. This conference will address the latest developments in key areas. Big Four and other technical expertd 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 (save $150 off the regular price of $695 if you register by February 21st).

This event will run 8:45-4:55p (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]

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Agenda: DAY 1

8:45 11:00 Financial Accounting Update

Recently Issued and newly proposed Accounting Standard Updates (ASU)

Key elements of proposed ASUs and how they may impact your company

11:00 11:15 Break

11:15 12:20 Financial Accounting Fraud Trends and Cases

Key SEC Enforcements Trends and Cases

How to manage or mitigate the risk of fraud

12:20 1:00 Lunch Break

1:00 2:25 Tax Update

The new state of play in Washington

The Trump Tax platform so far

Tax Issues on the table

2:25 2:35 Break

2:35 3:35 SEC Update

SEC Rulemaking agenda

Proposed rules

Pay vs Performance

Staff Guidance

Comment Letter trends

MD&A

ESG

Climate disclosures status

3:35 3:45 Break

3:45 4:45 GenAI Use Cases in Accounting & Finance

Define key AI terms

Demystifying the different forms of AI

Practical use-cases today

Exciting use-cases for tomorrow

Strategies for approach AI adoption

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Agenda: DAY 2

8:45 10:15 SOX & Internal Controls Update

Risk assessment refresh

Significant transactions and events

SOX modernization and optimization

Information used in controls

Deficiencies & severity assessment

10:15 10:30 Break

10:30 11:50 Lease Accounting Update

Evolving Issues

Where companies are running into problems

Automation

Cases and examples

11:50 12:30 Break

12:30 2:00 ESG Update

Application of regulations

Regulatory updates

The new climate accounting journey

The SOXification of ESGk

2:00 2:10 Break

2:10 3:30 Revenue Recognition: Evolving Issues

Contract modifications

Identifying performance obligations

Significant financing component

Contingent revenue

Performance obligations over time

Costs to obtain a contract

3:30 3:40 Break

3:40 4:45 Cybersecurity Update

New SEC Guidance on Information Security

Cautionary tales - examination of recent cases

What we are seeing: weak passwords, social media exposure, breach list exposure, linkedin scraping, lack of MFA, missing patches, insecure storage of credentials

Social engineering attacks

What you can do - active management

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Conference Series Speakers Include:

Steve Abrahamson former Managing Director in EY’s Cybersecurity Consulting Practice

Abby Cohen Deloitte, Senior Manager

Matt Jacques Alix Partners, Partner (former Chief Accountant - Division of Enforcement at SEC)

Meghan Depp BDO, Partner

Rebecca Freeman BDO, Professional Practice Director - SEC Services

Alex Brosseau Deloitte, Senior Manager - Tax Policy

Emily Carroll Effectus Group, Senior Manager

Alejandro Pardo Effectus Group, Director

Vk Varadha Effectus Group, Director - Technical Accounting

Rich Daisley RSM, Senior Manager, Accounting Standards Group

Natasha Khegay Effectus Group, Technical Accounting Director

Ankita Shukla RSM, Manager - ESG Advisory

Guido van Drunen Global Compliance Management & Response, Member and Co-Founder

Shawn Seasongood Protiviti, Managing Director

Devin Zeller Protiviti, Director