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2016 Year-End Accounting and Tax Update - Cleveland

December 07, 2016
Double Tree Cleveland Independence
6200 Quarry Lane
Independence, OH  44131
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Alicia Nevin
(440) 264-1110
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  • Summary
  • Agenda
  • CPE Information
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 year-end updates and provides key takeaways on hot topics relevant to both public and private companies and nonprofits.

Specific topics to be covered include: 
  • A&A Technical Update
  • Tax Technical Update
  • Maximizing You Internal Audit Function
  • Improving Performance, Profitability and Value for Middle-Market Companies
  • The Changing Landscape of Philanthropies
  • Have you scheduled your SALT Physical Yet?
  • Making Sense of Financial Statements of Not-for-Profit Organizations
TIME SESSION
8:15 AM to 8:45 AM Registration and Breakfast
8:45 AM to 9:00 AM Welcoming Remarks 
Grand Foyer I & II
Gary Isakov
Assurance Office Managing Partner, BDO NE Ohio
 
9:00 AM to 10:40 AM A&A Technical Update
Grand Foyer I & II
Jim Dannemiller, Assurance Office Managing Partner, BDO NE Ohio
 
10:40 AM to 10:50 AM Break
10:50 AM to 12:30 PM Tax Technical Update
Grand Foyer I & II
Michelle Mahle, Tax Office Managing Partner, BDO NE Ohio
 
12:30 PM to 1:10 PM Lunch
1:10 PM to 2:00 PM Maximizing your Internal Audit Function
Grand Foyer I & II
Laurence Talley, Senior Director, Risk Advisory Services, BDO NE Ohio
 
2:00 PM to 2:10 PM Break
2:10 PM to 3:00 PM First Breakout Series:
Improving Performance, Profitability and Value for Middle-Market Companies
Amphitheater Foyer
Larry Goddard, Management Consulting Principal, BDO NE Ohio

The Changing Landscape of Philanthropies
Grand Foyer III
Suzanne Allen, President and CEO, Philanthropy Ohio
 
3:00 PM to 3:10 PM Break
3:10 PM to 4:00 PM Second Breakout Series:
Have you scheduled your SALT Physical Yet?
Amphitheater Foyer
Mike Feiszli, Managing Director, State and Local Tax, BDO NE Ohio
Deborah Kovachick, Partner, State and Local Tax, BDO NE Ohio

Making Sense of Financial Statements of Not-for-Profit Organizations
Grand Foyer III
Richard Larkin, Technical Director for Not-for-Profit Accounting and Auditing, BDO
 
4:00 PM to 5:00 PM Networking Reception
CPE breakdown:
  • 2.0 CPE credits in the field of Auditing 
  • 2.0 CPE credits in the field of Tax
  • 1.0 CPE credit in the field of Management Advisory Services
  • 1.0 CPE credit in the field of Business Management & Organization 
  • 1.0 CPE credit in the field of Tax OR 1.0 CPE credit in the field of Accounting
Upon completion of this seminar, participants will be able to: 
  • Recognize impact of recently released FASB guidance and proposal stage literature
  • Discuss recent and proposed SEC rulemaking and initiatives as it applies to you
  • Review the recent changes in the FASB standards  Discuss current ongoings of private and public company reporting standards  Understand any implications new standards have for year-end financials.
  • Recognize impact of recent PCAOB and other auditing developments.
  • Identify current resources and tools that may be of use to financial executives and those charged with governance
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 7.0 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