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2016 Year-End Accounting and Tax Update - Charlotte

December 15, 2016
Renaissance Charlotte SouthPark Hotel
5501 Carnegie Blvd.
Charlotte,, NC  28211
get directions

Jessica Johnson
(704) 887-4238
Email
  • Summary
  • Agenda
  • CPE Information

BDO USA, LLP would like to invite you to join us for our 2016 Year-End Accounting and Tax Update. This event will highlight timely, comprehensive updates on key tax, accounting, and financial topics relevant to both public and private companies.

Specific topics to be covered include:
  • Economic Update – Greg Curvall, Vice President & Investment Strategist, Private Bank & Institutional Services, Fifth Third Bank 
  • Keys to Motivating, Rewarding, and Retaining High Performers – Donna Paul, Managing Director - Business Services & Outsourcing, Human Capital Management, BDO
  • Breakout Session 1:
    • Accounting and Auditing/SEC Update Part 1 – Larry Shapiro, Retired National Assurance Partner/Consultant, BDO
    • Accounting and the Impact on Financial Institutions – Jacob Pensler, Managing Director – Tax Services, BDO; Joe LaClair, Partner – Assurance Services, BDO; Jeff Watkins, Partner – National Assurance Services, BDO
  • Breakout Session 2:
    • Accounting and Auditing/SEC Update Part 2 – Larry Shapiro, Retired National Assurance Partner/Consultant, BDO
    • Post-Election Update: What the Future Holds for Your Federal Tax Liabilities – Karen Stone, Atlantic Region Managing Partner – Tax Services, BDO; Kristi Pindell, Partner – Tax Services, BDO  
12:30 PM to 1:00 PM - Registration

1:00 PM to 5:00 PM - Seminar

5:00 PM to 6:00 PM - Networking Reception
CPE Breakdown:
  • 1.0 CPE credit in the field of Personnel / HR
  • 1.0 CPE credit in the field of Economics
  • 1.0 CPE credit in the field of Accounting
  • Breakout Session: 1.0 CPE credit in the field of Accounting  or 1.0 CPE credit in the field of Tax
Upon completion of this seminar, participants will be able to: 
  • Understand how to be an effective leader, how to leverage people for maximum productivity, and how to conduct critical conversations around goal setting.
  • Understand the important capital market updates and how they affect your business 
  • Understand how new SEC legislations impact financial institutions and how to minimize risk
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 4.0 Total CPE credits available
Program Level: Update
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