YE Seminars

Crowe Year-End Seminar

Location: Fort Wayne, IN
Start date:

11/21/2019 7:30 AM Eastern

End date:

11/21/2019 12:40 PM Eastern

Services: Advisory, Technology, Benefit Plan Audit, Consulting, Regulatory Compliance, Consulting, Federal Tax, Global Tax, Tax Consulting, 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
Pine Valley Country Club
10900 Pine Mills Rd
Fort Wayne, IN 46845 


7:30-8:00 a.m. - Registration and Breakfast 
Registration and Breakfast
8:00-8:15 a.m. - Welcome and Introduction 


Mark Adair, Office Managing Partner
Crowe LLP

Mark is a Partner in Crowe’s Assurance and Financial Advisory practice and has over 25 years of auditing and consulting experience. Mark has provided financial report assurance services and general business and operations consulting to clients with annual revenues of $20 million to over $1 billion.

8:15-9:15 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


Stefanie Geradot, Audit Senior Manager
Crowe LLP

Robert Kuhmichel, Audit Senior Manager
Crowe LLP

Read the Third Quarter Accounting and Financial Reporting Developments

9:15-10:15 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.


Shelly Fruits, Managing Director
Crowe LLP

Sandy Hofmann, Managing Director
Crowe LLP

Samantha Bercot, Manager 
Crowe LLP

Brian Myers, Partner 
Crowe LLP

Shelly has over 20 years of tax experience in public and private accounting, and she is currently a senior manager in the Federal Tax Services practice in Fort Wayne, Indiana. Her primary focus is income tax compliance for manufacturing industries and high-wealth individuals.

Ms. Hofmann has over 20 years of tax experience in both private industry and public accounting, and works primarily with corporations, not-for-profit entities, and cooperatives. Ms. Hofmann’s responsibilities are focused on income tax compliance for multi-state corporations in a variety of industries, including manufacturing, food and commodities, and exempt and non-exempt cooperatives.

Access Crowe's Tax News Highlights

Subscribe for Tax News Highlights

Download the Year-End Tax Planning Guide

10:15-10:30 a.m. - Break 


10:30-11:30 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


Cameron Rayner, Consulting Manager
Crowe LLP

Cameron Rayner has over eight years security experience and a diverse background working within government, healthcare and financial services over two continients. Cameron’s passion lies with developing and maturing clients cybersecurity organizations and security operations centers (SOC).

Learn more about our Cybersecurity services

11:30 a.m.-12:30 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


Chaz Simpson, TMT Manager
Crowe LLP

Sean Prince is a managing director in Crowe’s National Office. Mr. Prince directly supports the Crowe audit practice with complex technical accounting issues, including revenue recognition, lease accounting, accounting for financial instruments, securitizations, and consolidation accounting. He also currently serves as the co-leader of Crowe’s internal revenue recognition task force and acts as Crowe’s formal liaison to the FASB.

View Crowe's Lease Accounting Insights

Preparing for the New Lease Accounting Standard Infographic

12:30-12:40 p.m. Closing Remarks
Closing Remarks

CPE information

Recommended for 4.0 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 Dominique Plant via email or by calling +1 260 487 2376.