| | | | | | | | | | | | Relevante has scheduled a full day onsite symposium and webinars on Implementing International Financial Reporting Standards (IFRS) worth 8 CPE Credits in Accounting on November 19th 2009 at Malvern, PA. | | | | SYMPOSIUM & WEBINARS AGENDA | | • Registration and Continental Breakfast | 07:30 – 08:00 AM | | • Introductions and Welcoming Remarks | 08:00– 08:10 AM | | TIME (EST) | • An Overview of IFRS, including a brief history, the regulating entities involved, and a current global status. | 08:10 – 09:00 AM | • An analysis of IFRS vs. US GAAP covering financial statement presentation differences and a drill down to key line item accounting treatment. | 09:00 – 09:50 AM | | • Break | 09:50 – 10:05 AM | • An analysis of IFRS vs. US GAAP covering financial statement presentation differences and a drill down to key line item accounting treatment. | 10:05 – 11:45 AM | | • Lunch | 11:45 – 12:25 PM | • IFRS Preparedness, an exploration of where your company fits in the conversion time-line and what your organization needs to consider now. | 12:25 – 01:15 PM
| • IFRS Implementation, project management considerations with an in-depth coverage of IT challenges and industry solutions. | 01:15 – 02:05 PM
| | • Break | 02:05– 02:20 PM | • IFRS Implementation, project management considerations with an in-depth coverage of IT challenges and industry solutions. | 02:20 – 03:10 PM
| • Expert Panel Discussion, submit questions to professionals with working knowledge of IFRS Standards and experience with IFRS implementation and case studies. | 03:10 – 04:00 PM
| * Continental Breakfast, Snacks & Lunch will be provided | | | | | WHO SHOULD ATTEND | | • CFOs
• VP- Finance
• Internal Audit Directors
• Controllers
• Audit Managers
• Finance Directors
• Finance Managers
• Risk Management professionals
• Consultants
• Internal Controls Managers
• Staff Accountants
• IT Managers
• Information Security Managers
• Accountants
• Staff/Senior Auditors
• Project Managers
• SOX Managers | | | BRIDGING THE GAAP TO IFRS | | Thursday, November 19, 2009 | | Time | 7:30 AM - 4:00 PM | | CPE Credits | 8 Accounting credits | | Cost | $155* | | Venue | The Conference Center at Penn State Great Valley, Malvern, PA | | Directions | Directions/transportation information | For More Information Click Here | | | * Early registrants receive $25 discount on full fee | | CO-PRESENTERS | | | |  | | | | Stephen A Litzenberger, CPA
Managing Partner and CFO
BROADSTONE LLC |
Steve is a CPA with approximately 13 years of professional experience, including a blend of public accounting, consulting, and large corporation experience. A 1996 Accounting and International Business graduate from Penn State University, Steve started his career at Wal-Mart where he worked in an Internal Audit capacity. His public accounting experience began at a Philadelphia based local CPA firm, where he supervised financial statement compilations, reviews and audits, pension plan audits, not-for-profit audits (including A-133 Gov’t compliance), as well as tax return compilations.
Subsequently, Steve worked as an Audit Manager at both Ernst & Young Philadelphia and London. While in the UK, he advised internationally-based clients on SEC filings and Local GAAP / IFRS to US GAAP conversions. While working within E&Y London’s Capital Markets Group, Steve was able to gain an overall knowledge of IFRS through both E&Y training and hands on experience. As a US GAAP expert, Steve advised internationally-based clients on SEC filings and Local GAAP / IFRS to US GAAP conversions in both the UK and in Switzerland.
In fall of 2007 Steve and his business partner Tim Hilferty, formed BROADSTONE LLC and in January of 2008 they went “live” with their service offerings. Steve's primary focus is developing BROADSTONE’s internal methodology to converting companies from US GAAP to IFRS as well as leading other IFRS initiatives.
Steve’s IFRS focus areas included:
• Financial Instruments (Hedging and Derivatives)
• Debt, Borrowing Costs, Provisions and Contingent Liabilities and Leases
• Cash Flow Statement Presentation
• Business Combinations
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|  | W. Allen Sullivan, CPA, MBA, MST
Senior Consultant
Relevante Inc. | Allen Sullivan is a senior consultant with Relevante, Inc. His practice areas include financial reporting, process improvement, internal auditing, business planning, financial analysis and cost accounting. Allen has held a variety of division financial executive and corporate staff positions with public multinational manufacturers. The staff positions include global consolidations and SEC and shareholder reporting. He also was CFO of the US operations of a public UK corporation. He began his career in accounting and finance as a member of Ernst & Young’s audit staff. He has presented continuing professional education seminars for the AICPA, PICPA and CPE, Inc. and has served as a technical manager on the AICPA’s Exams Team. Allen holds a BS degree in accounting from Lehigh University, a Master of Business Administration degree from the University of Maryland and a Master of Science in Taxation degree from Temple University. He is a member of the Institute of Management Accountants, the American and Pennsylvania Institutes of Certified Public Accountants, the Institute of Internal Auditors, the Association of Certified Fraud Examiners and the Society of Manufacturing Engineers.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |  | Remi Forgeas, CPA
IFRS Leader
Mazars | Remi Forgeas possesses more than fifteen years of experience providing audit and transaction services in the U.S. and in Europe to large international firms, both public and private. Mr. Forgeas focuses his expertise on cross border issues, including differences between US GAAP and WRS. His industry experience in servicing multi-national companies includes manufacturing, advertising, oil and gas, and construction. Mr. Forgeas received his graduate degree from Institut d'Etudes Politiques (Sciences Po) in Paris, France and his Masters in Econometrics from the University of Paris, France. He is a Certified Public Accountant in NewYork and his professional affiliations include the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is the editor-in-chief of the Mazars' newsletter on IFRS for the USA and writes articles for various accounting publications. ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |  | Sherif Sakr
Partner
Deloitte & Touche LLP | Sherif Sakr is a Partner in Deloitte’s Accounting, Valuation & Analytics service line of the Enterprise Risk Services Practice. In his role, Mr. Sakr provides financial accounting & reporting consulting services and serves as a capital markets specialist for several of Deloitte’s global strategic clients. He is considered one of the Firm’s specialists in areas around financial instruments, structured transactions, fair value measurements and consolidations under both U.S. GAAP and IFRS; he has extensive experience assisting different financial services companies in implementing several complex accounting standards related to these topics. He has experiences dealing with IFRS first-time adoption, implementing U.S. GAAP and IFRS standards, and reconciling IFRS financial statements to U.S. GAAP and vice versa. He also has experiences with mergers & acquisitions and initial public offerings. Mr. Sakr currently leads the technical accounting work stream within the northeast region for Deloitte’s IFRS Integrated Market Offering in both Banking & Securities and Investment Management industries.
Prior to joining the U.S. member firm of Deloitte, Mr. Sakr was based in EMEA region where he worked on several audit and consulting engagements specifically providing accounting and consulting services to a variety of companies, including investment banks, insurance companies, finance and investments companies and different multinational corporations with specific focus on international accounting standards. He also had experience with derivatives and treasury-related infrastructure projects, including accounting and risk management policy development, process design and reengineering, best practice and controls assessments, compliance reviews, and implementation of derivatives and treasury workstation systems. Mr. Sakr is a frequent speaker on accounting topics related to global capital markets, structured transactions, derivatives and hedging activities, fair value measurements and IFRS in front of national and international conferences. Mr. Sakr is the Recipient of the 2007 President’s Volunteer Service Award from the President of the United States in recognition for his global volunteer activities while working with the United States Agency for International Development providing IFRS education for local standard setters, exchange commissioners and central bankers in several emerging markets. Mr. Sakr, who is a Certified Public Accountant, is a member in the American Institute of Certified Public Accountants and a member of the New York State Society of Certified Public Accountants. He currently serves as a member of the executive board of the New York State Society of Certified Public Accountants (Manhattan/Bronx Chapter).
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Patricia A. Ritchie, MBA, CIA, CPM
Senior Consultant
Relevante Inc.
|
Patricia Ritchie has 10+ years experience working in accounting, finance and audit roles for businesses ranging from small/mid-size private/public to Fortune 1000 firms. She began her career as a Staff Auditor and advanced professionally to develop the skill set for success in positions such as Internal Audit Manager, Corporate Controller, and Project Manager. She attained a Masters Degree in Accounting at Wilkes University, is a current CIA via the Institute of Internal Auditors and attained a CPM from the Project Management Leadership Group.
Patricia is currently testing for the PMP and CPA Designation in the State of PA Presently, as a Senior Consultant with Relevante, Patricia is deployed at various clients to provide excellentproject, compliance, accounting, and audit services with a commitment to add value that exceeds customer expectations. Patricia’s industry experience includes
• Insurance, P&C
• Financial Services, Compliance
• IT, Prof. Services, Software Development
• Chemical Logistics
• Non Profit
• Customer Service Operations
• Training & Development
| | | | | | | An Overview of IFRS, including a brief history, the regulating entities involved, and a current global status.
Time 08:10 – 09:00 AM (EST)
CPE Credits 1 - Accounting
Speaker
Stephen A Litzenberger, CPA
Managing Partner and CFO
BROADSTONE LLC | IFRS Implementation, project management considerations with an in-depth coverage of IT challenges and industry solutions.
Time 01:15 – 02:05 PM (EST)
Break 02:05 - 02:20 PM (EST)
continued 02:20 - 03:10 PM (EST)
CPE Credits 2 - Accounting
Speaker
TBD
PricewaterhouseCoopers | An analysis of IFRS vs. US GAAP covering financial statement presentation differences and a drill down to key line item accounting treatment.
Time 09:00 - 09:50 AM (EST)
Break 09:50 - 10:05 AM (EST)
continued 10:05 - 11:45 AM (EST)
CPE Credits 3 - Accounting
Speakers
Allen Sullivan, CPA, MBA, MST Sherif Sakr
Senior Consultant Partner
Relevante Inc. Deloitte & Touche LLP Remi Forgeas, CPA
IFRS Leader
Mazars
| Expert Panel Discussion, submit questions to professionals with working knowledge of IFRS Standards and experience with IFRS implementation and case studies. Time 03:10 – 04:00 PM (EST)
CPE Credits 1 - Accounting Panelists | Remi Forgeas, CPA
IFRS Leader
Mazars | Sherif Sakr
Partner
Deloitte & Touche LLP | Allen Sullivan, CPA, MBA, MST
Senior Consultant
Relevante Inc. | Stephen A Litzenberger, CPA
Managing Partner and CFO BROADSTONE LLC | Patricia A. Ritchie, MBA CIA CPM
Senior Consultant
Relevante Inc. | | IFRS Preparedness, an exploration of where your company fits in the conversion time-line and what your organization needs to consider now.
Time 12:25– 01:15 PM (EST)
CPE Credits 1 - Accounting
Speaker Patricia A. Ritchie, MBA CIA CPM
Senior Consultant
Relevante Inc. | | This Symposium also gives you the opportunity to network with senior professionals from various Fortune 1000 companies. Attendees at our prior events were from companies including: | | | | | | | | | Bryn Mawr Trust Company | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | About Relevante Inc. Relevante is a leading consulting practice providing Accounting & Technology Solutions to Fortune 1000 and other industry leaders. The company services clients throughout the metro markets of Philadelphia, New York and Hyderabad, India. For more information about Relevante, please visit our website at: www.relevante.com. | | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |  | Relevante Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Sponsors. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, Nashville TN 37219-2417. Telephone: 615-880-4200. Website: www.nasba.org | | | | | | | | | | |
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