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BDO Charlotte 2019 Year-End Update

November 14, 2019
8:00 AM to 5:10 PM EST

Kimpton Tryon Park Hotel
303 S. Church Street
Charlotte, NC 28202
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Brian Harwood
  • Summary
  • Agenda
  • CPE
  • Presenters

This event is at capacity and no longer accepting registrations.

BDO USA, LLP invites you to our annual Year-End Update. This complimentary event will provide you with 8 hours of CPE credits, including two hours of Ethics CPE.

Already have your ethics CPE? That’s ok – as you will have the option to attend a 2 hour global payroll and international focused session. When you register, please let us know if you will attend this update in place of the ethics session.

This year we have lined up an exciting group of speakers from across BDO USA’s most innovative service lines, including State and Local Tax, R&D, and Cybersecurity. In addition, we are thrilled to have Janet LaBar, CEO of Charlotte Regional Business Alliance, for an update on Charlotte’s local economy, exciting new projects, and where the city is heading in coming years.

We look forward to seeing you there!

8:00 AM to 8:45 AM -
Registration and Breakfast

8:45 AM to 5:10 PM -

Parking options:

$34 Valet All-Day Parking on-site

$22 All-Day parking on-site located beneath the building

A number of public parking decks are located around the immediate area for those looking for more cost efficient rates.

Upon completion of this course, participants will be able to:

  • Identify the latest updates and trends in North Carolina ethics compliance
  • Identify recent changes and proposed changes relating to accounting and SEC reporting; and
  • Recognize the latest financial reporting and risk management developments
  • Incorporate and apply the financial reporting developments applicable to your organization
  • Discuss the current state of economics as it relates to public and private businesses

CPE Breakdown:

2.0 credit in Personal Development
1.0 credit in Accounting
4.0 credits in Taxes
1.0 credits in Specialized Knowledge


2.0 credit in Personal Development
1.0 credit in Accounting
2.0 credits in Taxes
1.0 credits in Specialized Knowledge
2.0 credits in Behavioral Ethics


Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 8.0 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.nasbaregistry.org

Cal Christian, Professor of Accounting, East Carolina University

Janet LaBar, CEO, Charlotte Regional Business Alliance


Angela Acosta, Managing Director, Atlantic Region SALT Practice Leader

Christopher Sellitti, Charlotte Assurance Partner

David Kalman, Managing Director, R&D Tax Services

Eric Chuang, Managing Director, Cybersecurity

Mike Hottel, National Assurance Partner

Patrick Wallace, R&D Tax Services Partner

Ronii Rizzo, Managing Director, Global Payroll Services