A&R-1: 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.
A&R-2: Financial Reporting Panel - SEC, FASB, Big 4 (F)
Q&A session
A&R-3: CFO, CAO and Corporate Controller Discussion Panel (TH)
Join a panel of local CFOs, CAOs and seasoned Controllers as they delve into the challenges of developing high performance Finance and Accounting teams. Gain strategic financial insights into financial transparency, regulatory compliance, and collaborative value-added management. This session promises actionable tactics and practical strategies on managing change in today's financial landscape, ensuring you stay ahead in an ever-evolving marketplace.
A&R-4: 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.
A&R-5: 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.
A&R-6: Changes in Sustainability Reporting: What鈥檚 Next? (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. Content experts from KPMG will discuss what to expect in the next year from the standards and from the regulatory perspective, as EU and U.S. State reporting requirements continue to impact many firms.
A&R-7: 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.
A&R-8: 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.
A&R-9: 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.
A&R-10: 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.
A&R-11: Building Business Value and Preparing for a Successful Exit (F)
This session provides business owners and advisors with the tools to increase business value and plan for a successful exit. Participants will explore market trends, adopt a growth-focused mindset, and apply the Value Acceleration Methodology. The discussion covers the five stages of value maturity and how strategic exit planning can reshape a company鈥檚 trajectory. With these insights, attendees will be prepared to drive long-term success and maximize business value in a competitive market.
A&R-12: Improving the Foundation of G/L Account Reconciliations (F)
Reconciliations form the foundation of excellent financial reporting. Optimally reconciled accounts would not contain balances requiring retroactive adjustments. Unfortunately, too often components of retroactive adjustments can be traced back to inadequately 鈥渞econciled鈥 or inappropriately 鈥渞oll-forwarded鈥 accounts.
Reconciliations are often inherited by less experienced staff who repeat the basic mechanics without critical understanding of account composition, reconciliation process, and issue resolution fundamentals. Discuss best practices related to the documentation of the account composition and the 鈥渨hy鈥 of the reconciliation, the composition and appropriateness of period-end balance, the typical resolution or disposition of reconciling items, and more.
A&R-13: Mastering AP Automation: Balancing Control, Efficiency, and Cost Savings (F)
Discover how to select and implement an AP automation tool to streamline operations, enhance accuracy, and control costs. This session provides a clear roadmap for choosing the right solution while maintaining strong internal controls and reducing errors. Gain practical strategies to optimize processes, improve efficiency, and drive financial performance in today鈥檚 fast-paced business environment.