Financial Reporting Symposium Agenda

• 8:30AM - 9:45AM | Financial Instruments: Mastering the New Standard +

  FASB’s new CECL standard is a major compliance challenge for financial services organizations. Discuss the industry’s reaction to the new standard and identify implementation challenges in its first year of adoption.
  
  Speakers:
  Michael Schulte, CPA | EY
  Karen Wong, CPA | EY

• 10:00AM - 10:50AM | RPA and Data Analytics: Keys to Digital Transformation +

  Stressed about emerging technologies passing you by? Hear from a panel of forward-thinking business leaders about how they’ve implemented emerging technologies to improve financial reporting and drive their companies to stay ahead of the curve.
  
  Moderator:
  Jenny Deloy, CPA | Marcum LLP
  
  Panelists:
  Steve Bernacki | Tock
  Mo Dastagir | Cresco Labs
  Joshua D. Rogers | Arete Wealth Management

• 11:00AM - 12:15PM | Revenue Recognition and the New Lease Standard: Lessons Learned +

  Discuss the key concepts of the new lease standard and how lessons learned in revenue recognition adoption can help you effectively implement the new lease standard.
  
  Speaker:
  Melissa Lynch, CPA | Plante Moran PLLC

• 12:45PM - 1:35PM | U.S. GAAP Update: A Look at Private and Not-for-Profit Entities +

  Stay current on the most recent accounting standards, FASB projects, and Private Company Council activities, including reference rate reform, convertible instruments, gifts-in-kind, debt classification, share-based compensation, and profits interest.
  
  Speaker:
  Jeremy L. Dillard, CPA, CGMA - SingerLewak LLP

• 1:45PM - 2:35PM | Critical Audit Matters: What Matters for Publicly Traded Companies? +

  Review the general requirements of public companies for reporting critical audit matters, and learn how SEC and PCAOB reporting requirements are applied in practice.
  
  Speaker:
  Ted Guy, CPA | EY

• 2:45PM - 3:35PM | U.S. GAAP v. IFRS Standards: What's the Difference? +

  Explore the key differences and standard-setting activities between U.S. GAAP and IFRS in effect for 2020 and 2021, including accounting for issues stemming from COVID-19.
  
  Speaker:
  David Wentzel, CPA | Crowe LLP

• 3:45PM - 4:35PM | Emerging Trends in Cybersecurity +

  Today, cyberthreats are ever-present. Address the emerging threat vectors and hot spots including Secure Supply Chain and securing a remote workforce. Get up to speed on reporting and regulatory compliance responsibilities that impact cybersecurity.
  
  Speaker:
  Sharon Chand, CISSP | Deloitte