Crowe Year-End Seminar

Speaker

Marc Wilson, Partner
Crowe LLP

Marc has 20+ years of experience in public accounting and is the Tax Practice Leader for Crowe in South Florida. He services, manages and directs a diverse client base including large private and public companies. Prior to joining Crowe in 2010, Marc worked for an international accounting firm in the Tax Practice where he was in charge of the management of tax compliance and consulting engagements for private equity funds and their public and private portfolio companies.

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

Marc Wilson, Partner Crowe LLP

Mark Andrews, Senior Manager Crowe LLP

Marc Wilson has 20+ years of experience in public accounting and is the Tax Practice Leader for Crowe in South Florida. He services, manages and directs a diverse client base including large private and public companies. Prior to joining Crowe in 2010, Marc worked for an international accounting firm in the Tax Practice where he was in charge of the management of tax compliance and consulting engagements for private equity funds and their public and private portfolio companies.

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Download the Year-End Tax Planning Guide

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

Aaron Ross, Manager
Crowe LLP

Aaron is an Account Specialist at Crowe specializing in Cybersecurity Risk Consulting. Aaron is responsible for building and developing account relationships with both existing and targeted clients focused on the development of vertical markets.

Learn more about our Cybersecurity services

Break

Insight into the US economy.

Speaker

Joseph Keating, Chief Investment Officer, Executive Vice President, and Head of Wealth Management
Center State Bank

Joseph T. Keating is Chief Investment Officer, Executive Vice President, and Head of Wealth Management for CenterState Bank. Mr. Keating has served in the Chief Investment Officer role for the past 27 years, 14 of which were with Old Kent Financial in Grand Rapids, Michigan. Prior to joining CenterState Bank, he spent five years as Executive Vice President and Chief Investment Officer for RBC Private Asset Management. Keating received his B.A. degree in economics with highest honors from DePaul University and his M.S. degree in economics from the University of Illinois at Champaign-Urbana. He served for three years on the Economic Advisory Committee of the American Bankers Association and has been an instructor at the University of Illinois and at the Keller Graduate School of Management in Chicago. Keating is frequently quoted in The Wall Street Journal, Reuters, Associated Press and local newspapers across the nation. He has been interviewed on CNBC’s “Closing Bell”, Bloomberg News, FOX Business News “After The Bell” and local TV and radio outlets. Since 1987, he has published commentary assessing economic and financial market trends in a monthly Investment Strategy Statement.

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

Jorge Blakely, Senior Manager
Crowe LLP

Jorge has over fourteen years of experience in public and private accounting where he has worked with companies in a variety of industries with complex international corporate structures. During his career, Jorge has provided assurance and advisory services in connection with financial statement, compliance audits and buy side assistance. Jorge’s professional experience also includes being the Chief Financial Officer to one of the leading green coffee dealers in the United States where he lead all finance, accounting, treasury, transfer price and tax policies for operations in the United States and Europe.

Read the Third Quarter Accounting and Financial Reporting Developments

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Speaker

Marc Wilson, Partner
Crowe LLP

Marc has 20+ years of experience in public accounting and is the Tax Practice Leader for Crowe in South Florida. He services, manages and directs a diverse client base including large private and public companies. Prior to joining Crowe in 2010, Marc worked for an international accounting firm in the Tax Practice where he was in charge of the management of tax compliance and consulting engagements for private equity funds and their public and private portfolio companies.