| | | | | | | | | | | 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 -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
| | 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. ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 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 ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Mark Watermasysk Senior Manager PricewaterhouseCoopers | Mark Watermasysk is a senior manager in the PCS Assurance practice. Since starting with PwC in 2000, Mark has served both public and private companies in a variety of industries. Mark's currently serves in the senior manager role on a variety of private companies which include heavy involvement with US subsidiaries of foreign parents ("inbounds"), as well as domestically-owned private companies that are both PE and family owned for clients with revenues ranging from $100 million to approximately $1 billion. Management responsibilities include risk assessments, attest plans and analysis of financial and non-financial information, special projects, testing business processes including Sarbanes-Oxley requirements, issuance and presentation of reports and training internally and externally, development and management of staff and interfacing with clients and potential clients in the market. Mark recently completed a three year secondment in Switzerland where he managed multiple projects for IFRS/US GAAP and other Local GAAP/US GAAP/IFRS conversions for both private and public entities, including those related to one-off transactions (e.g. acquisition) as well as ongoing regulatory compliance (e.g. 20-F). Mark was also responsible for various aspects of the planning, development, execution and management in the delivery of client audit services (including 404) performed based upon US and international auditing standards on financial statements prepared in accordance with US GAAP and IFRS and also led coordination with clients, auditors and attorneys on preparation of various regulatory filings in the US, Switzerland, Italy and Holland for filings based upon both US GAAP and IFRS which required supervision and management of professional staff in various geographic locations (EMEA, Asia-Pac and Middle East), as well as “made available” client resources on projects as appropriate. Mark is also part of the working group/author team for the US based revision of the IFRS to US GAAP similarities/differences publications; which was initially published in September 2008 and will be updated on an annual basis and is part of the US firms IFRS Conversion Specialist team drive business development in this area (e.g. providing evidence of on the ground experience in both IFRS and GAAP conversions) as well as play key role on conversion teams leveraging such experience. | | | | | | 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 Mark Watermasysk Senior Manager 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 Xihao Hu Senior Consultant Deloitte & Touche LLP Relevante Inc. 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 | Xihao Hu 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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