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2015 Mid-Year Accounting and Tax Update - Pittsburgh

June 04, 2015
DoubleTree Hotel & Suites, Pittsburgh City Center
One Bigelow Square
Pittsburgh, PA  15219
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Lydia Humenycky
(412) 315-2342
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  • Summary
  • Agenda
  • CPE Information

Thank you for your interest in this event. Registration for this event is now closed. Please contact Lydia Humenycky at lhumenycky@bdo.com with any questions.


BDO USA, LLP invites you and your colleagues to a complimentary CPE-qualified program. Take advantage of this unique opportunity to hear from our accounting and tax leaders. Join fellow accounting and tax professionals in learning ways to help maximize tax savings and effectively manage financial reporting. This seminar highlights timely mid-year updates and provides key takeaways on hot topics relevant to both public and private companies.

Specific sessions to be offered include:

Please Note: Some breakout sessions have closed due to limits on room capacity. 

General Sessions:

  • Internal Investigations: Practical Insight
  • Don’t be the Next “Target” – What Executives Can Learn from Recent Data Breaches
  • Federal and Pennsylvania Tax: Current Developments and Hot Topics
  • 2015 Assurance Update
  • The Changing Role of the CFO – From Accountant to Value Creator

First Breakout Session Options:

  • Revenue Recognition: Common Questions  (registration closed) 
  • Private Company Counsel Guidance on Intangible Assets – From the Perspective of a Valuation Professional (registration closed)
  • Risk Management & Social Media in the Information Age

Second Breakout Session Options:

  • Capital Markets and M&A Update
  • Tax and Business Considerations for U.S. Companies Operating in China
  • Overview of the Oil & Gas Industry: Marcellus & Utica Focus (registration closed) 

Third Breakout Session Options:

  • State Taxes – A Practical Approach
  • What’s New for Not-for-Profit Organizations?
  • Talent: The Bridge Between Strategy and Execution
7:30 AM to 8:00 AM   Registration

 
8:00 AM to 8:10 AM
 
  Welcome
Alexander Paul, Office Managing Partner, BDO Pittsburgh

 
8:10 AM to 9:00 AM

 
  Session 1: Internal Investigations: Practical Insight
Brandon Otis, Managing Director, BDO Consulting
Jim Carroll, Litigation Manager, BDO Consulting

 
9:00 AM to 9:50 AM

 
  Session 2: Don't be the next "Target" -
What Executives Can Learn from Recent Data Breaches
Sajay Rai, Founder & CEO - Securely Yours, LLC

 
9:50 AM to 10:00 AM
 
Break

 
10:00 AM to 10:50 AM


 
  Session 3: Federal and Pennsylvania Tax:
Current Developments and Hot Topics

Jonathan Liss, State and Local Tax Senior Director, BDO
Michael Ruck, Tax Senior Manager, BDO

 
10:50 AM to 11:40 AM
 
  Session 4: 2015 Assurance Update
Jeffrey Kovacs, Assurance Partner, BDO

 
11:45 AM to 1:00 PM   Lunch

 
12:10 PM to 1:00 PM
 
  The Changing Role of the CFO: From Accountant to Value Creator
Moderator: Bob Wild, Business Development Director, BDO

 
1:10 PM to 2:00 PM










 
 

First Breakout Series

Please Note: Some breakout sessions have closed due to limits on room capacity.  
Option 1: Revenue Recognition: Common Questions (registration closed)
Jeffrey Kovacs, Assurance Partner, BDO

Option 2: Private Company Counsel Guidance on Intangible Assets
– From the Perspective of a Valuation Professional (registration closed)

Joshua Lefcowitz, Managing Director - Valuation & Business Analytics,
BDO Consulting
 
Option 3: Risk Management & Social Media in the Information Age
Julie Morrissey, National Manager – Digital Marketing Strategy, BDO
Alyssa Gallagher, National Digital Marketing Specialist, BDO


 
2:10 PM to 3:00 PM












 
  Second Breakout Series

Option 1: Capital Markets and M&A Update
Jerry Dentinger, Partner – Transaction Advisory Services, BDO
Kieran O’Dea, Partner – Transaction Advisory Services, BDO
 
Option 2: Tax and Business Considerations for U.S. Companies
Operating in China (registration closed)

Robert Brown, Partner – International Tax Services, BDO
Lu Zhang, Manager – International Tax, BDO
 
Option 3: Overview of the Oil & Gas Industry: Marcellus & Utica Focus (registration closed)
Clark Sackschewsky, Tax Office Managing Principal, BDO
Celeste Suchko, Tax Office Managing Partner, BDO

 
3:10 PM to 4:00 PM











 
  Third Breakout Series
 
Option 1: State Taxes – A Practical Approach
Stephanie Boris, SALT Senior Manager, BDO
Sara Britt, SALT Senior Manager, BDO
 
Option 2: What’s New for Not-for-Profit Organizations? (registration closed)
Kimberly Griffith, Assurance Partner, BDO
 
Option 3: Talent: The Bridge between Strategy and Execution (registration closed)
Larry Goddard, Principal, BDO Consulting
Dr. Stacy Feiner, Director, BDO Consulting
Chris Alger, Managing Director – Business Performance Improvement,
BDO Consulting
Upon completion of this seminar, participants will be able to:
 
  • Define fraud and the Fraud Triangle
  • Develop a conceptual understanding of the role of internal controls in preventing and detecting fraud/employee misconduct
  • Develop an understanding of the internal investigation process
  • Identify the key reasons the data breaches are happening
  • Provide takeaways on what every executive must understand and know
  • Provide takeaways on what every executive must do
  • Provide information on how to build a solid foundation of your information security program
  • Describe current federal and Pennsylvania tax opportunities that are in effect for 2015
  • Understand the impact of pending legislation and/or proposals currently contemplated by lawmakers.
  • Obtain tax planning opportunities
  • Survey the recent pronouncement issued by the FASB and other standard setters to introduce changes in the accounting literature
  • Provide a deep understanding of the requirements of each pronouncement to facilitate implementation
  • Provide examples of how these standards may be interpreted and implemented
  • Understand the changing role of the CFO from accountant to value creator
  • Define value drivers related to roles such as growth, innovation and operational effectiveness, as defined by the CFO guest panelists
  • Learn the leading practices from Pittsburgh’s top Public Company CFOs
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 8 total CPE credits
Program Level: Basic
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org