YE seminars

Crowe Year-End Seminar

Location: Dallas, TX
Start date:

11/15/2019 7:30 AM Central

End date:

11/15/2019 1:00 PM Central

Services: Audit, Technology, Benefit Plan Audit, Consulting, Regulatory Compliance, Consulting, Federal Tax, Global Tax, Tax, Private Client, State & Local Tax
Industries: Automotive, Construction & Real Estate, Food & Commodities, Higher Education, Manufacturing & Distribution, Metals, Not-for-Profit, Private Equity, Retail Dealer
YE seminars
Location
Renaissance Dallas at Plano Legacy West Hotel
6007 Legacy Drive
Plano, TX 75024
 

Agenda

7:30-8:00 a.m. -  Registration and Breakfast
Registration and Breakfast
8:00-8:10 a.m. -  Welcome and Introductions
Welcome and Introductions
8:10-9:00 a.m. -  Year-End Tax Update and 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

Violet Goodheart, Managing Director
Crowe LLP

Amin Hussain, Senior Manager
Crowe LLP

Violet has worked in federal taxation for over 25 years with experience in tax planning to reduce ETR and positively impact cash flow related to taxes. She also has experience in providing Research and Development Credit studies and in the tax accounting methods area.

Amin has more than 13 years of tax compliance and consulting experience, specializing in financial services, and private equity companies consisting of fund compliance work as well as assisting operating companies. Amin oversees the tax compliance function, including managing the engagement and handling of all relevant tax related matters.

Access Crowe's Tax News Highlights

Subscribe for Tax News Highlights

Download the Year-End Tax Planning Guide

9:00-9:50 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

Speaker

Chris Wilkinson, Principal
Crowe LLP

Mr. Wilkinson is a Principal with over 18 years of experience overseeing enterprise cybersecurity services including assessments and implementations.

Learn more about our Cybersecurity services

9:50-10:00 a.m. -  Break

Break

10:00-10:50 a.m. -  Lessons learned from Implementing the New Lease Accounting Standards

The new lease accounting standards FASB ASC 842 and IFRS 16 are in full swing for publicly traded companies and international companies. This session will review lessons learned from companies that have implemented the standards and what other companies can do to help make implementation more efficient.

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

  • Analyze key considerations when capturing lease contract data
  • Recognize risks to avoid when implementing the standards
    Implement best practices for ongoing maintenance of lease accounting

Speaker

Simon Little, Senior Manager
Crowe LLP

Mr. Little is a Manager within Crowe’s Business Risk group. He has over ten years of internal audit and operational experience in both public and non-public organizations. Prior to joining Crowe, Mr. Little was the manager of Internal Audit at TPG, a leading global private investment firm with over $66 billion of capital under management. There he was responsible for management of risk across the firm including financial reporting, operational, and strategic risk. Prior to TPG, Mr. Little was a Senior Auditor with Xerox Corporation where he was responsible for Sarbanes-Oxley (SOX) Section 404 compliance and risk based internal audit projects.

View Crowe's Lease Accounting Insights

Preparing for the New Lease Accounting Standard Infographic

Read 10 lessons learned from the new lease accounting standards

10:50-11:45 a.m. - Accounting and Audit Update 

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

Speaker

Mario de Castro, Managing Director
Crowe LLP

Global business and tax advisor to multinational public and privately owned companies. Mr. de Castro’s focus is on both U.S. and foreign tax planning, structuring of international operations, cross border transactions, project management, and coordination and execution of services in foreign jurisdictions. In his role at Crowe, Mr. de Castro supports the firm’s National Tax Office, as a practitioner, in advising clients on U.S. tax reform considerations impacting multinationals.

Read the Third Quarter Accounting and Financial Reporting Developments

Opt-In for Crowe’s Accounting and Financial Reporting Developments

11:45 a.m.-12:00 p.m. -  Break

Break

12:00-1:00 p.m. -  Lunch with speaker Jessica Heer
During lunch, Jessica Heer, Senior Vice President of Talent Attraction and Leadership Programs, from the Dallas Regional Chamber will speak about the economic growth in the Metroplex and how to attracting and hiring talent in this marketplace.

Speaker

Jessica Heer, Senior Vice President of Talent Attraction and Leadership Programs
Dallas Regional Chamber

Jessica is the Senior Vice President leading the Dallas Regional Chamber’s Talent Attraction initiative, one of the DRC’s most important efforts of the past several years, marketing the Dallas Region to attract and retain workers from around the world.

In this role, Jessica and her team lead Say Yes To Dallas, the DRC’s national communications and marketing campaign, aimed to share all the reasons why the Dallas Region is a great place to start or continue a career, to raise a family, and to experience a high standard of living all at an affordable cost.

Jessica joined the Dallas Regional Chamber in 2005 in the Information and Research Department where she was responsible for producing the Dallas Economic Development Guide and providing research analysis to DRC members and departments. In 2007 she joined the Economic Development department, leading corporate recruitment efforts for companies considering a move or expansion to the Dallas Region. During her tenure at the DRC, Jessica has completed many economic development projects, including AT&T, Golden Living, GKN Aerostructures, Fiesta Restaurant Group, Neovia Logistics (formerly Caterpillar Logistics), Toyota Motor North America, Kubota Tractor Corporation, Jacobs Engineering Group, and more.

For 3 years prior to joining the DRC, she was employed at the North Central Texas Council of Governments where she was responsible for economic data research efforts, supporting agency departments, local governments, and the general public. She holds a bachelor’s degree in Political Science from Midwestern State University and a Master of Public Administration (M.P.A) degree from the University of North Texas.

CPE information

Recommended for 4 hours
1.0 Accounting
1.0 Tax
1.0 Information Technology
1.0 Specialized Knowledge

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 Michelle Grantham via email or by calling +1 214 777 5258.