1A: Financial Reporting Panel - SEC, FASB, Big 4 (F)
The conference continues its 49-year popular tradition of providing a distinguished panel of top regulators. Joining us this year are leaders from the SEC, FASB, and a representative of public accounting to discuss the latest regulations and their practical application to the world of financial reporting. Please come with questions for our Friday panel. Kyle Moffatt, PwC, will moderate the discussion, and attendees are encouraged to ask questions of the panel.
1B: Financial Reporting Panel - SEC, FASB, Big 4 (F)
Q&A session
3: CFO or CAO Corp Controller (TH)
Description coming soon.
5: Accounting for Business Combinations under ASC 805 (TH)
A panel discussion on accounting for business combinations under ASC 805 including the procedures to be performed to appropriately value the assets acquired and liabilities assumed and properly record them on the balance sheet. This discussion will touch on the transaction reporting requirements and accounting complexities that arise post-transaction including the common pitfalls seen in accounting for business combinations and the best practices on how to avoid these issues/errors.
6: Accounting for Business Combinations under ASC 805: A Deeper Dive (TH)
Session #2: Dive deeper into more complex and less common valuation and accounting issues that may arise in business combinations, including post-acquisition accounting. The panelists will also be available to answer attendee questions and discuss related topics of interest in a small group session.
7: ESG Reporting Panel (TH)
ESG and other sustainability reporting requirements continue to evolve as the deadlines for adoption get closer. Recent changes in the political environment will also have an impact on these requirements, our panel of experts will discuss what to expect in the next year from the standards and from the regulatory perspective.
8: ESG Advanced - Deep Dive working group (TH)
This joint working group session is intended for professionals whose companies are currently actively preparing to report for 2024 under CSRD or the California standards. Collaborative session among industry participants from local companies and experts from large consulting firms to discuss practical strategies to overcome tactical issues surrounding gathering, aggregating, and reporting to comply with CSRD and the California standards in a cost-effective efficient and effective manner.
9A: Accounting Research: Skills for Corporate Accountants (F)
Session #1: Grow your skillset by learning to efficiently and effectively perform accounting research using the FASB Codification and other sources. Hear from a leading textbook author on accounting research: When to perform research; How to perform quality research; and Documentation strategies.
9B: Skills for Accounting Research: A Deeper Dive into Accounting Judgments (F)
Session #2: Dive deeper into accounting research by practicing your research skills on judgmental issues involving leases, revenue recognition, and more. Join us for an interactive session where we further explore research sources and discuss what to do when faced with issues involving judgment.
10: AI - The Dark Side: Fraud and Other Reporting Risks (F)
GenAI provides powerful capabilities that can be used by both CPAs and fraudsters. This session will discuss the practical uses of GenAI within the accounting analytical domain as well as the rising tide of impersonation frauds powered by increasingly available GenAI capabilities that practicing accountants and investors should consider in their professional and personal risk management efforts.
11A: Accounting for Cannabis Industry (TH)
Session #1: Accounting for Cannabis Overview 鈥 Gain an understanding of the accounting and regulatory conflict surrounding the state-legalized cannabis industry as it relates to operations, internal controls, taxation, and third-party vendor considerations.
11B: Accounting for Cannabis Industry 鈥 Deep Dive (TH)
Session #2: Compliance and Risk Management in the Cannabis Industry 鈥 Explore best practices for how to build and sustain effective internal controls tailored to marijuana and other inherently risky industries, ensuring operational integrity and regulatory compliance while minimizing risks. Navigating Taxation and Federal Legal Conflict in the Cannabis Industry 鈥 Explore the impact of federal laws, state-level regulations, and current IRS guidelines on marijuana operations.
13: Finance Transformation (F)
More information coming soon!
14: Improving the Foundation of G/L Account Reconciliations (F)
Reconciliations are a foundational element of the basic integrity of the accounting and reporting function. Many 鈥渁ccounting adjustments鈥 can often be traced to amounts from accounts that have been previously 鈥渟atisfactorily reconciled.鈥 Reconciliations, once the bedrock of the accounting and reporting function, have lost some of their effectiveness based on many operational, environmental, and training factors. Technologies can help overcome some of the challenges and learn how some companies have leveraged technologies to regain the value of properly reconciled accounts.