Conferences Presenting

Coeur D'Alene Conference
July 16, 2020
7:30AM - 10:10AM
Ray Thompson, CBA, CFM, CMA
Colorado Springs Conference
September 17, 2020
7:30AM - 1:00PM
Ray Thompson, CBA, CFM, CMA
Lake Tahoe Conference
August 13, 2020
7:30AM - 1:00PM
Ray Thompson, CBA, CFM, CMA
Las Vegas October Conference
October 22, 2020
7:30AM - 1:00PM
Ray Thompson, CBA, CFM, CMA
Mediterranean Cruise Conference
August 02, 2020
7:30AM - 1:00PM
Ray Thompson, CBA, CFM, CMA
Scottsdale Conference
October 29, 2020
7:30AM - 1:00PM
Ray Thompson, CBA, CFM, CMA
Santa Fe Conference
June 19, 2020
7:30AM - 1:00PM
Ray Thompson, CBA, CFM, CMA
Live Event
Experience in financial reporting

Course Description

Our current administration was put in place to enact a radically different economic agenda. This disruption has opened up opportunities while forcing companies to confront significant volatility in many aspects of their operations. This course provides participants with an overview of recent developments in the areas of corporate reporting, risk management, controls, and compliance. Coverage will be updated throughout the year to reflect emerging trends and issues. Other topics covered include issues faced by public and private companies and the CPAs who serve them.

Note: Content will be geared to the interests of the audience (public vs. non-public companies, CPAs in industry and public practice)

Highlights include:

  • Economic and business outlook for 2020 and 2021
  • Challenges and opportunities for public, tech, and private companies
  • Regulatory update: SEC, PCAOB, AICPA, etc.
  • Data breaches and privacy: implications for CFOs
  • Cybersecurity: regulatory and reporting developments
  • Is there a crisis in financing small and start-up businesses?
  • Date analytics: what is it? Who is using and with what success?
  • The controller of the future

Course Specifics

Experience in financial reporting

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

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

  • Understand how tax cuts, deregulation, and trade strategy have reshaped our economy 
  • Evaluate the opportunities and risks for companies over the next 12-18 months
  • Identify how increased financial market volatility and regulatory risk will challenge CFOs and their companies
  • List the major threats to continued US economic expansion
  • Understand how the race to 5G will affect our US global competitiveness
  • List PCAOB and SEC's concerns with the current state of financial reporting
  • Identify current accounting standards for reporting and disclosing data breaches and vulnerabilities
  • Explain how recently enacted privacy rules will affect companies’ compliance and disclosure obligations
  • Explain how data analytics are reshaping company strategies and the role of finance in the digital transformation of our economy

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