- Pittsburgh, PA
- Hosting Speaking
Learn the issues that will impact year-end planning and gain insight for 2020 at this complementary day-long seminar. Concurrent for-profit and nonprofit sessions are available in the morning to tailor the learning to your specific needs and requirements. Breakfast, lunch, and happy hour will be provided.
At the end of this session, you will be able to:
- Session 1: Identify why current monetary policy is so accommodative and why returns in traditional asset classes may be challenging going forward.
- Session 2A: Describe the new revenue recognition standards and related risks, as well as the internal control and disclosure requirements, and discuss best practices for implementing the new standard’s revenue assessment (ASU 2014-09 Topic 606), grant assessment (ASU 2018-08), and communications.
- Session 2B: Identify awards within the scope of ASC 718, recognize the different valuation methodologies, and account for various awards in accordance with GAAP.
- Session 3A: Recognize tax planning opportunities for the 2019 tax year.
- Session 3B: Recognize and identify the filing requirements for Form 990 plus other corresponding topics that impact nonprofits.
- Session 4: Identify new accounting standards effective for 2019 financial reporting and future periods, recognize the accounting standard updates applicable to your organization, and evaluate the impact of the changes and comparability with other businesses.
- Session 5: Compare and contrast giving vehicles which may be used when planning for their philanthropic intent.
- Session 6: Identify the three areas of the fraud triangle and apply them to your internal control environment, differentiate between processes and control activities, and recognize control weaknesses within your company.
- Session 7: Identify changes and clarifications the IRS has made to the TCJA since it passed.
- Session 8: Recognize the latest trends and current topics impacting CFOs and controllers.
Who should attend
This session is designed for CFOs, controllers, CEOs, administrators, and business owners.
- Jared Clark, CLA
- Pat Fortune, SDC Nutrition
- Mark Griffin, CLA Wealth Advisors
- Nick Latterner, CLA
- Adam Messner, CLA
- Amy Razem, The Pittsburgh Foundation
- Tom Schneider, CLA
- Katie Shumaker, CLA
- Celeste Suchko, CLA
- Beth Topper, Tech Met, Inc.
- Rick Ubinger, Acuity Finishing
- Dustin Wehman, CLA
- Jennie Zioncheck, The Pittsburgh Foundation
7:30 ̶ 8 a.m. — Registration and breakfast
8 ̶ 8:50 a.m. — The Long View — Reconsidering Portfolio Construction (Mark Griffin)
8:50 ̶ 9:40 a.m. — Concurrent Sessions
- Nonprofit Revenue Recognition beyond Compliance (Jared Clark)
- Stock-Based Compensation, GAAP Accounting (Dustin Wehman)
9:40 ̶ 9:55 a.m. — Break
9:55 ̶ 10:45 a.m.— Concurrent Sessions
- Tax Planning for 2019 (Tom Schneider and Nick Latterner)
- Overview of the Form 990 Plus Other Related Topics (Adam Messner)
10:45 ̶ 11:35 a.m. — General GAAP Update (Dustin Wehman and Katie Shumaker)
11:35 a.m. ̶ 12:15 p.m. — Lunch
12:15 ̶ 1:05 p.m. — Charitable Giving Strategies for Today (Jennie Zioncheck and Amy Razem, Pittsburgh Foundation)
1:05 ̶ 1:55 p.m. — Internal Controls for Small to Mid-Sized Businesses (Dustin Wehman)
1:55 ̶ 2:10 p.m. — Break
2:10 ̶ 3 p.m. — Tax Cut and Jobs Act Update (Tom Schneider)
3 ̶ 3:50 p.m. — Cornucopia of CFO and Controller Challenges (Panel Discussion)
3:50 ̶ 5 p.m. — Happy Hour
DoubleTree by Hilton Hotel Pittsburgh — Green Tree
500 Mansfield Avenue
Pittsburgh, PA 15205
Please email register by November 13, 2019.
Recommended CPE: 8 credits Available (1 credit Economics, 3 credits Accounting, 4 credits Taxes, 1 credit Auditing, 1 credit Specialized Knowledge)
Program level: Basic
Advance preparation: None
Delivery method: Group Live