YE Seminar

Crowe Year-End Seminar

Location: Columbus, OH
Start date:

12/13/2019 7:30 AM Eastern

End date:

12/13/2019 1:30 PM Eastern

Services: Audit, Applied Technology, Benefit Plan Audit, Business Risk, Regulatory Compliance Risk, Technology Risk, Federal Tax, International Tax, National Tax Office, Private Client, State and Local Tax
Industries: Automotive, Construction and Real Estate, Food and Commodities, Higher Education, Manufacturing and Distribution, Metals, Not-for-Profit, Private Equity Groups, Retail Dealer
YE Seminar
Location

Embassy Suites by Hilton Columbus Dublin
5100 Upper Metro Place
Dublin, OH 43017

 


Agenda

7:30-8:30 a.m. - Registration and Breakfast 

Speaker

Chris Barrett, Partner
Crowe LLP

Mr. Barrett is a partner in Crowe’s Tax Practice and has over 30 years of experience serving manufacturing, distribution and service companies. Mr. Barrett has significant knowledge and experience in partnership, corporate and individual tax, tax accounting, state and local tax and international tax. He also has significant experience with mergers and acquisitions and serving Private Equity owned companies. Mr. Barrett is the Columbus office managing partner and previously served for two years on the Firm’s New Partner Screening Committee. Mr. Barrett is a 2002 graduate of Leadership Columbus.

8:30-8:40 a.m. - Introduction 

Speaker

Chris Barrett, Partner
Crowe LLP

Mr. Barrett is a partner in Crowe’s Tax Practice and has over 30 years of experience serving manufacturing, distribution and service companies. Mr. Barrett has significant knowledge and experience in partnership, corporate and individual tax, tax accounting, state and local tax and international tax. He also has significant experience with mergers and acquisitions and serving Private Equity owned companies. Mr. Barrett is the Columbus office managing partner and previously served for two years on the Firm’s New Partner Screening Committee. Mr. Barrett is a 2002 graduate of Leadership Columbus.

8:40-9:40 a.m. - Year-End Tax Planning

The end of the year is just around the corner. Now is the time to implement 2019 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from this year and keep you up to date on the latest tax reform developments and how businesses and individuals continue to be affected.

By participating in this session, you should be able to identify federal, state and local, and international tax developments to help you execute tax planning ideas for your organization.

Speakers

A.J. Schiavone, Managing Director
Crowe LLP

Jon Young, Senior Manager
Crowe LLP

A.J. Schiavone has been with the firm since September 1999 and is a managing director within the Crowe National Tax Office, where he specializes in the Research & Development tax credit and Income Tax Accounting Methods. Prior to taking a role in the National Tax Office, he spent twelve years as a member of Crowe’s federal tax practice. His experience includes advising clients with complex tax issues, including clients with multi-state and international operations. His broad range of experience includes advising clients on general tax planning, tax consulting on significant business transactions including structure planning for mergers and acquisitions and purchase allocations.

Jon Young is a Senior Manager within Crowe’s Washington National Tax practice, where he currently specializes in income tax accounting methods and related tax planning issues. He has been with the firm since January 2012, where he’s spent most of his time within the federal tax practice, having significant experience advising clients on a broad array of complex tax issues. He is also heavily involved as an instructor for many of Crowe’s internal professional education courses.

Access Crowe's Tax News Highlights

Subscribe for Tax News Highlights

Download the Year-End Tax Planning Guide

9:40-10:30 a.m. - Cyberresilience: Minimizing the Impact and Cost of a Cyberbreach

The risk of a cyberbreach is top of mind for boards and executives in most every industry. Breaches are more and more common and costly despite the billions invested in cybersecurity controls every year. The challenge for business leaders is to know how best to prioritize and maximize their investments in cybersecurity. This session will address the importance of becoming a “cyberresilient” business that can minimize disruptions and costs in the event of a breach.

As a result of participating in this event, you should be able to:

  • Analyze the business impact and costs of a cyberbreach
  • Recognize the difference between cybercompliance and cyberresilience
  • Identify how to prioritize where to invest to become cyberresilient

Speakers

Andre Fomby, Senior Managert
Crowe LLP

Rachel Spiker, Associate
Ice Miller LLP

Andre Fomby is a Consulting Sr. Manager with over 20 years of Information Technology and Cybersecurity experience in managed security services, operations and applications. Prior to joining Crowe, he spent thirteen years in healthcare as an IT leader. He is experienced in in the areas of project management, mergers and acquisitions, system upgrades and migrations, relationship management, infrastructure support and business development. Andre is responsible for the delivery of Managed Security and Managed Detection and Response Services within Crowe’s Consulting Business Unit.

Rachel Spiker is an associate in Ice Miller’s Litigation and Data Security & Privacy Practice Groups. Rachel holds a Certified Information Privacy Professional U.S. Private-Sector certification (CIPP/US) from the International Association of Privacy Professionals (IAPP). Rachel regularly assists in the response to significant data security incidents, which includes analysis of data breach notification laws in all 50 states and U.S. territories. Rachel’s work also includes proactive privacy and cybersecurity projects, such as creating privacy programs and counseling clients on compliance with various domestic and international privacy and cybersecurity statutes and regulations.

Learn more about our Cybersecurity services

10:30-10:45 a.m. - Break
Break
10:45-11:40 a.m. - Audit and Accounting Overview

This session will cover recently issued accounting standards and the expected impact of these standards on financial reporting.

The session will provide an update on changes to accounting standards affecting public and private entities. ­ ­ By participating in this presentation, you should be able to: ­

  • Discuss current accounting standards and their effects on financial statements and disclosures ­
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impact on financial statements and disclosures

Speakers

Andrea Meinardi, Partner
Crowe LLP

Sean Prince, Managing Director
Crowe LLP

Andrea Meinardi is an Audit Partner in Crowe’s Columbus office. She serves middle-market public and non-public clients in the manufacturing, distribution and service industries. Andrea’s clients include both domestic and foreign owned entities where there are significant international operations and reporting requirements. Andrea also provides financial statement audit services for employee benefit plans including defined contribution, defined benefit and 403(b) plans.

Sean Prince is a managing director in the Accounting Competency Center of Crowe’s National Office. His primary responsibility includes supporting the audit practice with complex technical accounting issues, including revenue recognition, lease accounting, accounting for financial instruments, securitizations, and consolidation accounting. Sean also currently serves as Crowe’s formal liaison with the Financial Accounting Standards Board.

Read the Third Quarter Accounting and Financial Reporting Developments

11:40 a.m.-12:35 p.m. - Economic Update

Watch as senior economist Jim Glassman shares a recap of events from 2019, as well as his insights on the important economic indicators to watch for in 2020. Topics will range from the job market to housing and capex spending. In addition, Jim will discuss an analysis of the GDP differences between the U.S. and other countries, including inflation and the federal deficit. As a result of participating in this session, you should be able to recognize how the current state of the federal budget and potential consequences of sequestration aimed at reducing the federal deficit may affect businesses and the overall economy.

Speaker

Jim Glassman, Head Economist
JPMorgan Chase & Co.

Jim Glassman is the Managing Director and Head Economist for Commercial Banking at JPMorgan Chase & Co. From regulations and technology to globalization and consumer habits, Jim's insights are used by companies and industries to help them better understand the changing economy and its impact on their businesses.

Jim's work with the firm—combined with his independent research on the principal forces shaping the economy and financial markets—has earned him regular features in the media and as an economic commentator. He is also a long-standing participant in the Federal Reserve Bank of Philadelphia's Survey of Professional Forecasters and the National Association of Business Economists' (NABE) panel of macroeconomic forecasters.

From 1979 through 1988, Jim served as a Senior Economist in the Research & Statistics and Monetary Affairs departments at the Federal Reserve Board in Washington, DC. While there, he analyzed and forecasted inflation, labor market developments, the Federal Reserve's operating strategies and interest rate

12:35 - 1:30 pm - Lunch
Lunch

CPE information

Recommended for 3 hours
1.0 Accounting
1.0 Tax
1.0 Information Technology

Prerequisites: None
Program level: None
Advance preparation: None
Instructional delivery method: Group live

Learn more


Who should participate

CFOs, controllers, tax professionals, and finance executives


Contact information

For more information, please contact Christina Clay via email or by calling +1 614 280 5226.