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2017 BDO Greater Washington Year-end Accounting and Tax Update

December 07, 2017
7:30 AM to 6:00 PM EST

Hilton McLean Tysons Corner
7920 Jones Branch Drive
McLean, VA 22102
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Irina Roz
  • Summary
  • Agenda
  • CPE Information
  • Presenters
BDO USA, LLP and event co-sponsors Aon, Capital One Bank, Hogan Lovells, MorganFranklin Consulting, and UBS would like to invite you to join us for our complimentary CPE-qualified 2017 Year-End Accounting and Tax Update. Take advantage of this unique opportunity to hear from business advisors and tax leaders in the Greater Washington D.C. area.

This event will highlight timely, comprehensive updates and provide key takeaways on tax, accounting and financial topics that directly impact both public and private companies. Take advantage of this unique opportunity to ask meaningful questions of subject matter leaders and join in discussions specific to your business and operational challenges.

Some of the topics to be covered include:
  • The market outlook for 2018
  • Accounting and financial reporting update
  • Opportunities with Alternative Payment Acceptance
  • Managing tax risk through tax insurance
  • Federal and state tax update
  • Cyber risk management as part of your information governance program
7:30 AM to 8:00 AM - Registration/Networking

8:00 AM to 8:10 AM - Welcome

8:10 AM to 8:40 AM - Keynote Speaker to State of Affairs in 2018

8:40 AM to 9:30 AM - Sponsor session: Investing Later in the Cycle: The Market Outlook for 2018

9:30 AM to 9:40 AM - Break

9:40 AM to 10:30 AM - Accounting and Financial Reporting Update: Insights and Trends

10:30 AM to 11:20 AM - Sponsor Session: Opportunities with Alternative Payment Acceptance

11:20 AM to 12:10 PM - Sponsor Session: Managing Tax Risk Through Tax Insurance (Aon)

12:10 PM to 1:00 PM - Lunch

1:00 PM to 1:50 PM - TAX: Federal and State Tax Update  

1:50 AM to 2:00 PM - Break

2:00 PM to 2:50 PM - M&A: M&A Update

2:50 PM to 3:00 PM - Break

3:00 PM to 3:50 PM S1 - TAX: International Tax Update

3:00 PM to 3:50 PM S2 - BSO: Advanced Audit Prep Course

3:00 PM to 3:50 PM S3 - RAS: Key Risk Areas being considered for inclusion in 2018 Internal Audit Plans

 3:50 PM to 4:00 PM - Break 

4:00 PM to 4:50 PM S1 - FTS: Guardians of the Data Galaxy: Cyber Risk Management as part of your Information Governance Program

4:00 PM to 4:50 PM S2 - PCS: Personal Tax Implications of the Trump Tax Proposal/Legislation

4:00 PM to 4:50 PM S3 - ISS: A Year in Review and the Outlook Forward

 5:00 PM to 6:00 PM - Reception 
CPE Credit Breakdown:
4.0 in Accounting
4.0 in Taxes
2.0 in Specialized Knowledge
1.5 in Economics

Event Learning Objectives:
  • Review Accounting and Financial Reporting Updates, Insights and Trends
  • Analyze New Tax Trends of 2018 2
  • Identify types of cybersecurity risks that may affect a company and how to align cybersecurity requirements within a company's information governance program
  • Identify effective measurement techniques for valuing data, information, content and knowledge; Learn how to effectively manage, use and protect data in accounting and finance; Learn how you can utilize information to improve business decisions.
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 8.0 CPE credits total
Program Level: Overview
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.nasbaregistry.org
Angie Acosta, State and Local Tax Services Managing Director, BDO USA, LLP

Barbara Ard, Managing Director, MorganFranklin Consulting

Colleen Brown, Privacy, Cybersecurity and Data Law Partner, Sidley Austin LLP

Joe Burke, Transaction Advisory Services Partner, BDO USA, LLP

Shawn Degnan, Managing Director, MorganFrankling Consulting

Erica Dominitz, Insurance Recovery Partner, Kilpatrick Townsend & Stockton LLP

Jason Draho, Global investment Strategist, US Head of Tactical Asset Allocation, UBS Wealth Management

Joan Holtz, Private Client Services Partner, BDO USA, LLP

Mike Hottel, Assurance Partner, BDO USA, LLP

Jill Kerxton, Transaction Liability Managing Director, Aon

Mick Oppy, VP of Financial Institutions, Vantiv, Inc.

Erin O’Shea, Industry Specialty Services Director, BDO USA, LLP

Paul Meyer, General Counsel, Willis Towers Watson

Aaron Raddock, Industry Specialty Services Managing Director, BDO USA, LLP

Jeff Schragg, Tax Partner, BDO USA, LLP

Karen Schuler, Litigation and Forensic Technology Managing Director, BDO USA, LLP

Brent Singley, Partner, Hogan Lovells US LLP

Michael Ward, Business Services & Outsourcing, BDO USA, LLP

Michael Vierheller, Risk Advisory Services Managing Director, BDO USA, LLP

Ben Willis, National Corporate Tax Technical Practice Leader, BDO USA, LLP

Sara Zeller, Tax Partner, BDO USA, LLP


Keynote Speaker: 

Bobbie Kilberg, President and CEO of the Northern Virginia Technology Council (NVTC)