YE Seminar

Crowe Year-End Seminar

Location: Denver, CO
Start date:

12/5/2019 8:00 AM Mountain

End date:

12/5/2019 3:00 PM Mountain

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
The Ritz-Carlton Denver
1881 Curtis Street
Denver, CO 80202

Agenda

7:45-8:45 a.m. - Registration and Breakfast 
Registration and Breakfast
8:45-9:00 a.m. - Welcome and Introduction 

Speaker

Nadine Pietrowski, Office Managing Partner
Crowe LLP

Nadine is Crowe Denver’s Managing Partner. She has over 25 years of audit experience and is a Certified Public Accountant (CPA) registered in Colorado, New York, Washington and California.

9:00-10:00 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

Speaker

Jeff Schermerhorn, Audit Senior Manager
Crowe LLP

Mr. Schermerhorn is an Audit and Assurance Senior Manager with 9 years of experience at Crowe LLP with food, beverage and commoditiy companies located throughout the world..

Read the Third Quarter Accounting and Financial Reporting Developments

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

10:05-11:05 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.

Speaker

Marc Claybon, West Tax Senior Manager
Crowe LLP

Marc is a Senior Tax Manager specializing in domestic corporate tax.

Access Crowe's Tax News Highlights

Subscribe for Tax News Highlights

Download the Year-End Tax Planning Guide

11:05-11:30 a.m. - Break/Lunch

Break/Lunch

11:30 a.m.-12:30 p.m. - Global Market Update
“The Good, The Bad, and The Ugly”

A discussion of the various macroeconomic and geopolitical issues shaping the narrative on today’s global markets and our outlook for 2020. 

Speaker

Amanda Agati, Chief Investment Strategist
PNC Bank

Amanda Agati is the Chief Investment Strategist for PNC Financial Services Group. In this role, Amanda leads the team which establishes overall strategic and tactical asset allocation guidance of client portfolios, oversees the evolution of investment processes, provides thought leadership on key investment issues, and authors numerous publications.

She also performs research and analytics that drive the overall investment recommendations of the firm, while also managing the firm’s asset allocation models. Ms. Agati also serves as a voting member of the Asset Management Group & Institutional Asset Management Investment Policy, Portfolio Construction, Investment Advisor Research, and Derivatives Policy Committees and is a member of SRI/Impact Investing thought leadership steering committee.

Ms. Agati's early career was spent in investment banking, advisory, and equity research positions at Legg Mason and PNC. During her tenure at Legg Mason, she actively participated on the firm’s Socially Responsive Investing (SRI) group focusing on environment, social, and governance (ESG) issues and the use of fossil-free strategies in portfolios. Additionally, she participated on the firm’s Institutional Investment Committee and led the firm’s annual “Intellectual Capital” investment conference. Ms. Agati rejoined PNC in 2015 as an Institutional Investment Strategist.

Ms. Agati earned a BS in Finance with a minor in Economics, graduating from the Schreyer Honors College of the Pennsylvania State University, and holds the Chartered Financial Analyst® designation. She is a member of the CFA Institute, CFA Society of Philadelphia, and the Philadelphia Securities Association, and sits on the boards of several nonprofit organizations.

12:40-1:40 p.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

Robert Malarkey, Healthcare Senior Manager
Crowe LLP

Mr. Malarkey joined Crowe Healthcare Risk Consulting, a subsidiary of Crowe LLP, in 2010 and has more than 16 years of professional experience with a focus on healthcare IT internal audit, consulting and enterprise risk management. He is based in the Denver, Colorado area.

Learn more about our Cybersecurity services

1:45-2:45 p.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

Lauren Bergendahl, Manufacturing & Distributing Senior Manager
Crowe LLP

View Crowe's Lease Accounting Insights

Preparing for the New Lease Accounting Standard Infographic

Read 10 lessons learned from the new lease accounting standards

2:45-3:00 p.m. - Closing Remarks and Q&A

Speaker

Nadine Pietrowski, Office Managing Partner
Crowe LLP

Nadine is Crowe Denver’s Managing Partner. She has over 25 years of audit experience and is a Certified Public Accountant (CPA) registered in Colorado, New York, Washington and California.

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 Jamie Crisp via email or by calling +1 303 831 5085.