YE Seminars

Crowe Year-End Seminar

Location: Knoxville, TN
Start date:

11/22/2019 11:15 AM Eastern

End date:

11/22/2019 5:00 PM Eastern

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
Embassy Suites by Hilton Knoxville West
9621 Parkside Drive
Knoxville, TN 37922


11:15-11:50 a.m. - Registration and Lunch
Registration and Lunch
11:50-12:00 p.m. - Welcome and Introduction 


Rebecca Jordan, Partner
Crowe LLP

Ms. Jordan is a partner based in the Knoxville office with over fifteen years of experience in the area of tax compliance and tax consulting with an emphasis on middle to large size businesses. Her technical focus has been in the areas of partnership and LLC taxation, ASC 470, and consolidated corporate returns.

12:00-1:00 p.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


Amanda Lockhart, Audit Senior Manager
Crowe LLP

Ms. Lockhart has over 10 years of public accounting experience concentrating on assurance and consulting services for healthcare companies. Prior to joining Crowe, she was a Manager in the Healthcare audit practice of CliftonLarsonAllen where she worked on both for-profit and not-for-profit healthcare entities and systems.

Read the Third Quarter Accounting and Financial Reporting Developments

1:00-2:00 p.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.


Carl Karpiak, National Tax Services Senior Manager
Crowe LLP

Mr. Karpiak joined Crowe LLP in 2013 and is based in our New York office. He has over 20 years of M&A tax/transactional tax advisory experience. Mr. Karpiak is a member of Crowe’s Washington National Tax Practice. Prior to joining Crowe, he was a senior manager in Ernst & Young LLP Transaction Advisory Services practice from 2011 to 2013. Prior to that, he was in in the Mergers & Acquisitions practice at PricewaterhouseCoopers LLP from 1999 to 2011.

Access Crowe's Tax News Highlights

Subscribe for Tax News Highlights

Download the Year-End Tax Planning Guide

2:00-2:15 p.m. - Break 


2:15-3:15 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


James Goatley
Crowe LLP

James Goatley is a Manager in Crowe’s Digital Security practice, responsible for business development and account management.James has worked in Information Technology and Digital Security for over 11 years, spending the last three years with Crowe. Experience, business knowledge, and an excellent team allows James the ability to listen and focus on customers’ business ideas, challenges, and concerns. Daily focus includes customer service and representing Crowe’s core values: Care, Share, Invest, and Grow. Product certifications include Check Point, VMware, and Symantec. Focusing primarily on the financial sector, James has been able to help banks ranging from 10M in assets to 20B.

Learn more about our Cybersecurity services

3:15 a.m.-4:15 p.m. - Economics Overview 

Financial Risk Management and Market Outlook - Uncertainty surrounding the current economic environment is impacting many businesses.  This program provides an update on financial markets, focused on interest rate and commodity markets, and the issues to watch as we move through the end of 2018 and 2019.

In addition, how businesses may respond to these financial risks will be discussed.

By the end of this course, participants will be able to:

  • Better recognize factors currently impacting interest rates.
  • Identify potential situations where financial risk management tools may apply.
  • Provide an overview of factors currently impacting domestic and global economy.
  • Discuss events/news with the potential to affect markets in the coming weeks/months.
  • Describe current regulatory environment, including accounting standards, surrounding these issues and the ability to manage risks.  
  • Outline how Companies/Businesses/Individuals may be impacted. 
4:15-5 p.m. - Closing Remarks and Networking
Closing Remarks and Networking

CPE information

Recommended for 4.0 hours
1.0 Accounting
1.0 Tax
1.0 Information technology
1.0 Economics

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

Get event details

Who should participate

CFOs, controllers, tax professionals, and finance executives


Contact information

For more information, please contact Christine Bongard via email or by calling +1 646 231 7201.