Southwestern Chapter Ethics and Emerging Issues Conference
Saint Vincent College
Latrobe - Map
2-A&A; 2-Ethics; 2-Tax; 2-Other
CPE Credits
Members buy 3 and save! Register for all three Southwestern
Chapter Conferences for $450. You must call to register to receive the
discount. Call the PICPA at (215) 496-9272.
Other Southwestern Chapter conferences include the Practitioners Conference
(Oct. 19) and the 24th Annual Tax Conference
(Nov. 16).
Conference Agenda
7:30 a.m. Breakfast and Check-in
7:55 a.m. Opening Remarks
8:00 a.m. 2018 Accounting and Assurance Technical
Update
- Discuss newly effective accounting and attestation standards and
standards issued but not yet effective and how they'll impact the accounting for
companies, clients and the assurance practice.
Specific updates will
include:
- Revenue Recognition
- Lease Accounting
- Not-for-Profit Reporting Model
- Discuss proposed
standards and how they could impact your organization in the
future.
Speakers
Patricia Giudici,
CPA
Senior Audit Manager
Schneider Downs
Brian Matthews, CPA
Senior Audit Manager
Schneider Downs
9:40 a.m. Take a Breather
9:55 a.m. Badges of Fraud and Other Financial Misconduct in
Closely Held Companies
-
Review common types of fraud schemes, identify classic
warning signs and red flags, and discuss what closely held companies can do to
reduce risks
- Statistics from
the 2018 ACFE Report to the Nations, as well as real-life examples will be used
to illustrate the issues
Speaker
Brian F. Webster, CPA/ABV/CFF, CVA, CFE, CMA
Senior Manager
Schneider
Downs
10:45 a.m. Tone at the Top and Ethics Role in
Governance
- Evaluate the COSO framework and the fundamental
principles within the framework
- Share illustrations and practical examples of how the
framework can be applied to an organization
- Highlight the framework’s
relevant considerations on ethics and best practices for good
governance
Speaker
Jaye S. Wilson, CIA
Manager, Risk Advisory Services
Schneider Downs
11:35 a.m. Lunch
12:25 p.m. 2018 Technical Tax Update
- Update on considerations resulting from the passage of
the Tax Cuts and Jobs Act in December of 2017, including domestic, SALT and
International considerations
- Analysis into the Supreme Court’s recent decision in
South Dakota v. Wayfair, which is a significant development in state and local
tax. It is important that all taxpayers understand how the Wayfair
decision will impact their business and how other states are reacting to the
Wayfair decision and whether taxpayers may see other states enacting economic
nexus laws
- Discussion on practical considerations for taxpayers on how
to manage the potential increased compliance burden and potential lingering
questions from the Wayfair and try to predict what the states, and taxpayers,
will do next
Speakers
Justin C. Steele, Esq.
Senior Tax Manager
Schneider Downs
Thomas Fagan, JD
State and Local Tax Senior Manager
Schneider Downs
2:05 p.m. Snacks and Chats
2:20 p.m. Primer on Blockchain and
Cryptocurrencies
Blockchain mania is sweeping the nation, but what exactly is it and how may
it affect the accounting profession or the industries we work
in?
- Discuss the adoption of Blockchain and certain
cryptocurrencies and also help you better understand the technology that
enables them to work.
- Challenges, risks and opportunities that
cryptocurrencies, Blockchain and the underlying technology may present to an
organization.
Speaker
William Deller Jr., CISA, CTPRP
Manager, IT Risk Advisory Services
Schneider Downs
3:10
p.m. Business Continuity
Fundamentals to any Business
- Overview of key considerations on business continuity that are
applicable to any size company or professional services firm.
Speaker
Eric M. Fair, CISA, CBCLA
Manager, IT Risk Advisory Services
Schneider
Downs
4:00 p.m. See you next year