Accounting for Technology Companies Conference
Hyatt Santa Clara, San Jose, CA, United States
From the latest developments in revenue recognition, leasing and regulatory reform to industry comment Letter trends, this conference will address the latest developments in key areas. You’ll hear from experts at Deloitte, PwC, Ernst & Young, KPMG Latham & Watkins, analysts and your industry counterparts.
* Understand the latest accounting changes in key areas
* Recognize the related timelines and key factors
* Begin to assess the effects of these standards on your company or clients
Agenda: DAY 1
8:00 8:45 Continental Breakfast and Registration
8:45 10:15 Current Topics in Revenue Recognition Lessons learned from the most recent amendments and EITFs
Guidance on adjustments as business models evolve (i.e. cloud computing)
Resulting changes to sales/operations/IT/accounting policies
10:15 10:30 Break
10:30 12:00 Revenue Recognition: What’s on the Horizon
Exposure Draft from FASB/IASB
Comment letter trends
Industry accounting challenges
12:00 1:00 Lunch
1:00 2:15 Accounting for FInancial Instruments
Financial Instruments Project overview
Classification, measurement and impairment: FASB vs. IASB
Financial Instruments with characteristics of equity
2:15 2:30 Break
2:30 4:00 Industry Panel Discussion
Making revenue recognition manageable for those on the front lines
Engaging in a dialogue: narrowing the gap between sales and accounting
When and how to communicate issues of emerging importance
Accounting as value-added role: helping create business and close sales
Best practices in applying the onslaught of accounting changes
4:00 4:15 Break
4:15 5:20 SEC Enforcement Discussion
Recent enforcement cases in the technology sector
Traps to avoid
Dealing with the SEC
Agenda: DAY 2
8:30 10:15 Legal Update
Dodd Frank Act: Implications of reform
Key SEC Reporting developments
10:15 10:30 Break
10:30 12:00 Other Convergence Topics and Sector-Related Developments
Update of FASB/IASB’s recent joint activites and decisions reached to date
Fair Value Measurements
Business combinations and Consolidation of VIEs
12:00 1:00 Lunch
1:00 2:15 Analyst’s Perspective
Industry performance overview
Earnings outlook for bellwether companies
2:15 2:30 Break
2:30 4:30 Lease Accounting Changes from perspective of lessor/lessee
Lease terms defined
Scope of the proposed standard
The future of lease accounting
Technology Accounting Speaker Snapshot
Conference speakers include:
Joe Talley, Deloitte & Touche, Partner and Software Group leader for the Silicon Valley Technology Industry practice.
Joe specializes in serving emerging publicly-held and venture-backed software companies. Joe has more than 25 years of private sector, audit, and consulting experience in several industries including technology and manufacturing. Joe’s experience includes successfully assisting numerous companies with initial and secondary public offerings, ’34 Act filings, and spin-offs and divestitures, as well as responding to SEC comments. Joe consults with his clients on revenue recognition policies, strategic relationships, and other transactions. His clients have ranged from start-ups to multi-billion dollar companies.
Vickie Wong, Cisco Systems, Senior Director
Judy Kopa, Kudelski Group, VP of Finance, Accounting & Tax
Karl Kieslich, Ernst & Young, Partner in Assurance Services
Bill Fellows, Deloitte & Touche, Senior Manager in Capital Markets.
Bill has expert knowledge of accounting for derivatives, securitizations, structured products and other financial instruments and transactions under US GAAP and IFRS
Mark Seymer, Adobe, Director of Revenue
William Salzman, U.S. Securities & Exchange Commission, Attorney in Office of Enforcement
David Furbush, Pillsbury Winthrop, Partner Mr. Furbush is the co-leader of the firm’s Securities Litigation Team.
For almost 30 years his practice has focused on securities litigation of all types, including shareholder class actions, litigation involving mergers and acquisitions, investigations and proceedings initiated by the Securities and Exchange Commission, derivative suits, cases alleging breaches of fiduciary duty, and state securities law and common law claims concerning the purchase and sale of securities.
Joe Morgan, Silicon Valley Bank, Chief Investment Officer.
Joe Morgan is the chief investment officer and head of portfolio management for SVB Asset Management. For more than 17 years of he has successfully managed fixed income portfolios for the purpose of total return, current income, and liability diffusion. In his current role, Morgan leads a team of portfolio managers and traders that set and executes investment strategy for all of SVB Asset Management’s client investments.
Dave Krinn, SVB Analytics, Head of Strategy & Research.
Dave spearheaded the design and launch of our new peer group benchmarking service for private companies at SVB Analytics Benchmarking. He is also responsible for guiding the product strategy and research initiatives for the division. Prior to this role Dave was head of SVB Financial Group’s R&D capability, charged with analyzing potential new businesses/products for SVB, helping to reach a decision about their viability and fit, developing business plans, and helping to implement the new business or product.