HR & Employee Benefits Summit for Delegate Attendees || March 14 & 15, 2016 - Philadelphia, PA
New This Summit: Attendees are eligible to receive 6.6 CPE ... · New This Summit: Attendees are...
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New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
FEATURED SPEAKERS
Finance and Accounting Leaders
Dustin Osgood PwC
Partner – Risk Assurance
Stacy Dow RSM
Partner – Technical Accounting
Eileen Chan EY
Executive Director
Jonathan Rhine PwC
Deals Director
Shauna Watson RGP
Global Head of Technical Accounting
Michael Cahill Riveron
Managing Director
Michael Allen RGP
Lead Partner
Steve Helpingstine Cummins
Accounting Policy Director
Grace Fielding Tyson Foods
Senior Accountant
Taylor Clark AGCO Corporation
Director of Accounting & Policy
Charles Converse NuStar Energy
Director of Operations Accounting
Amie Sweeney CBRE
VP of Capital Markets
Demetri Bouras Lazard
Director of Accounting Policy
Skyler Ray Tyson Foods
Treasury Manager
Len Neuhaus International Flavors &
Fragrances Consultant
Barry Gallant Sealed Air Corporation Principal Applications Business Analyst – Budget to Report
Ryan Beckmann Charter Communications
Manager, Technical Accounting
Abi Raja Ply Gem
Accounting Manger
LeaseAccelerator Speakers
Michael Keeler
CEO and Founder
Jonathan Crawford
CTO
Tracy Henriques
VP of Customer Success
Mark Koppersmith VP of Product Strategy and
Planning
Bruce Conway
VP of Lease Accounting
Shan Bhattacharya
VP of Lease Accounting
Scott Dunnihoo Customer Success Director
Omar Harouni Director of Enterprise Integration
Scott Silver Solution
Consultant
Sam Weber Director of Resource
Development & Training
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
WELCOME RECEPTION
Date: Tuesday, November 13th
Location: Brasserie 1605 – Lobby Level Crowne Plaza Hotel Times Square
New York, NY TIME TOPIC DESCRIPTION 5:00pm
Registration Opens
Brasserie 1605
6:30pm
Welcome Reception Starts
Meet the Experts
Join fellow conference attendees for a welcome reception at Brasserie 1605. Attendees will enjoy spectacular views of the midtown Manhattan city skyline while networking with accounting and finance professionals from Fortune 1000 organizations. The reception will feature an open bar and a variety of appetizers. Reception attendees will have the opportunity to Meet the Experts of the new lease accounting standards and engage in spirited technical discussions.
8:00pm
Welcome Reception Ends
Attendees can gather in the lobby and head out for dinner at one of New York’s many fantastic restaurants or enjoy the other amenities of the city.
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
LEASE ACCOUNTING SUMMIT
Date: Wednesday, November 14th
Location: Crowne Plaza Hotel – Times Square Ballroom New York, NY
Summit Moderator: Dustin Osgood, Partner – Risk Assurance, PwC TIME LOCATION TOPIC DESCRIPTION SPEAKERS 7:00am
Balcony Room
Registration Opens
Sign-up will be available for CPE credits at this time.
7:30am
Balcony Room
Hot Breakfast
Meet the Experts
At breakfast, experts will be available to answer questions on the new lease accounting standard and lease management.
LeaseAccelerator Experts: Bruce Conway VP of Lease Accounting
Shantanu Bhattacharya VP of Lease Accounting
Tamara Gaslin-Taylor Senior Analyst - Lease Accounting
Baard Grindal Operations Implementation Specialist
Benjamin Bersche Operations Implementation Specialist
Jonathan Crawford CTO
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
TIME LOCATION TOPIC DESCRIPTION SPEAKERS 8:15am
Times Square Ballroom
Lease-Accelerator Update
LeaseAccelerator’s CEO, CTO, and VP of Product Strategy and Planning will provide an update on: • Company strategy, investments, and priorities • Product roadmap updates on the final releases
of 2018 and upcoming plans for 2019 • Product team milestones and the customer
experience • Quantifying the complexity of the standards,
testing strategies and the Lease Accounting Validator
Presenters: Michael Keeler CEO
Jonathan Crawford CTO
Mark Koppersmith VP of Product Strategy and Planning
9:35am
Times Square Ballroom
Agenda Overview
Sessions after Agenda Overview will be eligble for CPE credits
Summit Moderator: Dustin Osgood Partner – Risk Assurance, PwC
9:45am
Times Square Ballroom
Audit Criteria
How will auditors audit the new standards? Panelists will discuss: • Sharing the latest guidance from auditors on the
likely criteria and checklists for post-adoption substantive audit and SOX audit
• Remaining technical accounting issues and ambiguities in ASC 842 and IFRS 16
• What to do if you started late and miss the deadline
• Challenges expected with complex use cases • Discussion of project and accounting details in
SAB 74 Disclosures
Moderator: Stacy Dow Partner, Technical Accounting, RSM
Panelists: Len Neuhaus Consultant, International Flavors & Fragrances
Taylor Clark Director of Accounting & Policy, AGCO Corporation
Demetri Bouras, Director of Accounting Policy, Lazard
Tracy Henriques VP of Customer Success, LeaseAccelerator
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
TIME LOCATION TOPIC DESCRIPTION SPEAKERS 10:30am
Balcony Room
Morning Break
Meet the Experts
Network with your peers at other Fortune 1000 companies and meet with leasing experts to ask questions.
10:45am
Times Square Ballroom
International Accounting and Reporting Issues
Panelists will discuss the key issues related to adopting the new standards facing multinationals as well as strategies for incorporating the new accounting through the ledger and consolidation process, including: • Primary and statutory reporting in IFRS 16 • Options for ledger structure and consolidation • Foreign exchange challenges with new standards • Multi-Currency reporting issues • IBRs • Classification differences
Moderator: Eileen Chan Executive Director, EY
Panelists: Steve Helpingstine Accounting Policy Director, Cummins
Taylor Clark Director of Accounting & Policy, AGCO Corporation
Shantanu Bhattacharya VP of Lease Accounting, LeaseAccelerator
11:30am
Times Square Ballroom
LeaseAccelerator User Group
Leaders of the LeaseAccelerator user group will extend an open invitation to other customers to join and provide an overview of: • User Group Charter • Composition and Additional Needs • Working Committees • Priorities for Next 90 Days
Presenters: Taylor Clark Director of Accounting & Policy, AGCO Corporation
Steve Helpingstine Accounting Policy Director, Cummins
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
TIME LOCATION TOPIC DESCRIPTION SPEAKERS 11:45am
Balcony Room
Lunch
Meet the Experts
At lunch, experts will be available to answer questions on the new lease accounting standard and lease management.
LeaseAccelerator Experts: Bruce Conway VP of Lease Accounting
Shantanu Bhattacharya VP of Lease Accounting
Tamara Gaslin-Taylor Senior Analyst - Lease Accounting
Baard Grindal Operations Implementation Specialist
Benjamin Bersche Operations Implementation Specialist
Jonathan Crawford CTO
12:45pm
Times Square Ballroom
Best Practices: Training and Online Support Portal
Hear suggestions on how to employ LeaseAccelerator’s on-demand training and support resources for Day 1 change management, COE development, and Day 2 continuous improvement: • Support – See a quick demo of the newly
launched online portal in Salesforce.com Communities
• LeaseAccelerat-ED – Get an update on the course curricula in our online learning platform, our plan for offering CPE credits, and a quick demo
Presenters: Tracy Henriques VP of Customer Success
Sam Weber Director of Resource Development & Training
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
TIME LOCATION TOPIC DESCRIPTION SPEAKERS 1:00pm
Times Square Ballroom
Lease Accounting Issues and Perspectives
Learn how companies have addressed some of the more significant accounting judgments and policy elections associated with implementing the new standard, including: • Identifying contracts that contain leases or
embedded leases • Determining the incremental borrowing rate • Separating lease and non-lease components • Evaluating the nature of lease payments • Electing appropriate policies
Moderator: Jonathan Rhine Deals Director, PwC
Panelists:
Ryan Beckmann Manager, Technical Accounting, Charter Communications
Demetri Bouras, Director of Accounting Policy, Lazard
Amie Sweeney, VP of Capital Markets, CBRE
Scott Silver Solution Consultant, LeaseAccelerator
1:45pm
Times Square Ballroom
Keys to a Successful Lease Accounting Integration
Join an interactive discussion about the best practices for lease accounting applications to interact with your ERP, AP, and other financial systems, including: • The best approach for uploading journal entries to
the general ledger • How to keep master data and financial variables
synchronized • How to integrate with real estate systems • The specific challenges with SAP, Oracle (EBS,
PeopleSoft, JD Edwards), and Workday ERP • How companies are leveraging reconciliation
(Blackline) and consolidation (Hyperion) systems • How to overcome obstacles to straight-through
processing
Moderator: Michael Allen Lead Partner, RGP
Panelists: Grace Fielding Senior Accountant, Tyson Foods
Charles Converse Director of Operations Accounting, NuStar Energy
Taylor Clark Director of Accounting & Policy, AGCO Corporation
Omar Harouni, Director, Enterprise Integration, LeaseAccelerator
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
TIME LOCATION TOPIC DESCRIPTION SPEAKERS 2:15pm
Balcony Room
Afternoon Break
Meet the Experts
Network with your peers at other Fortune 1000 companies and meet with leasing experts to ask questions.
2:30pm
Times Square Ballroom
Building a Center of Excellence
A key success factor in the transition will be the readiness of your leasing center of excellence to run the process and close the books each month starting Day 2 and beyond. Panelists will discuss common questions, including: • What is the scope of the COE? Should it include
lease administration functions? • How will the COE interact with lease stakeholders,
regional accounting teams, real estate, AP, and the business units?
• What training is required for day one? How do you ensure on-going learning on day two and beyond?
• How do you source talent and offer career development opportunities for team members?
• What are other important change management considerations to realize your future state?
Moderator: Shauna Watson Global Head of Technical Accounting, RGP
Panelists: Grace Fielding Senior Accountant, Tyson Foods
Barry Gallant Director, IT & Digital – Global Budget to Report, Sealed Air Corporation
Abi Raja Accounting Manager, Ply Gem
Skyler Ray Treasury Manager, Tyson Foods
Scott Dunnihoo Customer Success Director, LeaseAccelerator
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
TIME LOCATION TOPIC DESCRIPTION SPEAKERS 3:15pm
Times Square Ballroom
Preparing for the First Close
It is critical to ensure that the close window is not extended due to implementation issues with the new standards. Panelists will discuss common questions, including: • What are the highest risks with cutoff, reconciliation
and GL uploads? • Which processes will need to be manual versus
automated? • How do you mitigate risks with additional staffing,
planning, and contingency strategies? • When should IBRs be loaded into the system? • When should transition occur? • How do you approach your first 10-Q disclosures?
Moderator: Michael Cahill Managing Director, Riveron
Panelists: Steve Helpingstine Accounting Policy Director, Cummins
Barry Gallant Director, IT & Digital – Global Budget to Report, Sealed Air Corporation
Abi Raja Accounting Manager, Ply Gem
Bruce Conway VP of Lease Accounting, LeaseAccelerator
4:15pm
Times Square Ballroom
Summary and Wrap-Up
Hear a recap of the top lessons learned and best practices shared throughout the day. The audience will have the opportunity to share recommendations as well to ask any unanswered questions of colleagues and presenters.
Presenters: Dustin Osgood Partner – Risk Assurance, PwC
Michael Keeler CEO, LeaseAccelerator
4:45pm
Summit Ends
Sign-out for CPE credits at this time.
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved
EVENING EVENT
Date: Wednesday, November 14th
Location: Chelsea Piers - PIER 61
TIME TOPIC DESCRIPTION 5:15 - 5:30PM
Board Shuttles
Meet at hotel entrance level for transfer to the dock.
6:15pm
Embark for Dinner Cruise
Enjoy a dinner cruise aboard the Spirit of New York with spectacular views on the Hudson and East River with other conference attendees. LeaseAccelerator has reserved a private deck with a full bar and dance floor. The cruise has spectacular views of the City and will pass by all the famous New York landmarks.
6:30pm
Dinner Cruise
Enjoy a premium dinner buffet, dancing, and music. (The one in Chicago in June was so fun, it’s back by popular demand!)
9:30PM
Board Shuttles
Transfer back to the Crowne Plaza Hotel.
New This Summit: Attendees are eligible to receive 6.6 CPE credits
LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved