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Accounting and Business Change Conference


Agenda topics, timing and speakers subject to change.


Tuesday, June 11 | 6:30 pm - 8:00 pm

Networking Reception
Newark Liberty International Airport Marriott - Salon 5
Sponsored by  
Robert Half / Protiviti



Wednesday, June 12 | 7:30 am – 4:50 pm


7:30 am - 8:00 am

Breakfast & Registration
Sponsored by  
Visual Lease


8:00 am – 8:10 am

Welcome and Opening Remarks


8:10 am – 9:25 am

Accounting Update
Begin the day with a technical accounting pulse check; what’s new at the FASB and what can you expect in near and long-term accounting changes.

Mark Mishler | CFO and Principal | CFO Resource Management


9:25 am – 10:15 am

Leases: Implementation Update
Presented by PwC
With the effective date for ASC 842, Leases, looming for private companies, this panel will share insights on the biggest challenges companies still face on their paths to adoption. Panelists will address topics such as the state of system readiness, common manual workarounds and the most surprising issues discovered during implementation, including insights that they’ll share with private companies regarding what they can do to optimize their journeys through 2020.

Latina Fauconier | Managing Director, Accounting Advisory Services | PwC
C.J. Finn | Partner, Private Company Services | PwC
Jon Spivey | Director | PwC


10:15 am – 10:45 am

Networking Break


10:45 am – 11:35 am

Revenue Recognition: When Book and Tax Rules Collide
Presented by EY
The new revenue recognition standard and the Tax Cuts and Jobs Act (TCJA) are both individually significant drivers of change. But what happens when the two intersect? Learn as our panelists discuss how the change in the tax revenue recognition rules as part of the TCJA should be considered in conjunction with ASC 606, Revenue from Contracts with Customers. Discover key insights around this often overlooked area and the unforeseen challenges it can present during implementation.

Alison Jones | Principal | Ernst & Young LLP
Donald Reiris | Partner | Ernst & Young LLP
Eloise Wagner | Partner, Financial Accounting Advisory Services | Ernst & Young LLP


11:35 am – 12:35 pm

Networking Luncheon
Sponsored by  
Greenlight Technologies


12:35 pm – 1:25 pm

Revenue Recognition: The Final Stretch
Presented by KPMG
In the final year available to private companies to adopt ASC 606, Revenue from Contracts with Customers, this panel of revenue recognition specialists will share key considerations to support you in your final stages of implementation. The panel will share insights and lessons learned from ongoing implementation projects, including relevant takeaways from public company adoption and post-implementation efforts.

Kevin Bogle | Principal, Accounting Advisory Services | KPMG
Meredith Canady | Partner, Audit Quality and Professional Practice | KPMG


1:25 pm – 2:15 pm

Economic Update
Presented by Deloitte
With 2018 in the rear view mirror, there are some signs that the economy is slowing. But just how much...and what is the risk of a recession?

Dr. Daniel Bachman | U.S. Economic Forecaster | Deloitte


2:15 pm – 2:45 pm

Networking Break


2:45 pm – 4:00 pm

The Path Forward for Private Companies
Presented by Deloitte
There is much to be learned from the top executives at corporations and private equity firms about deal activity for the current year and into the months ahead. In this session we’ll address various growth opportunities for private companies, including an assessment of financing alternatives for private companies to consider and the impact of technology integration in helping to scale and evolve the business.

Mark Davis | National Managing Partner | Deloitte Private Enterprises
Kevin Helmich | Senior Manager, Mergers, Acquisitions & Divestitures | Deloitte
Jonathan Hsu | Project Symphony Advisor, AT&T | Senior Advisor, Xandr
Matt Preece | Managing Director | Deloitte Corporate Finance LLC


4:00 pm – 4:50 pm

Globalization of Private Companies
Presented by Kaplan
Private companies are engaged in the global economy now more than ever. Advances in technology and logistics have allowed companies to have access to any corner of the earth. While these advances can greatly benefit private companies, they come with new challenges. Increased competition, international laws, and the effect of foreign economies among the many new issues that are becoming more prevalent for private companies. This session will elaborate on the various benefits and challenges private companies are experiencing as they expand to the global market.

Mark Mishler | CFO and Principal | CFO Resource Management


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