SEC, PCAOB, FASB and IASB Chairs Will Address AICPA Conference on Current SEC and PCAOB Developments

Accounting Profession’s Premier Event is December 10-12 in Washington, D.C.

December 4, 2018

  • Event will feature a Conversation with the SEC Chairman and Chief Accountant and Discussion with the PCAOB Chairman and Board Members
  • Agenda issues include Accounting and reporting issues faced by SEC registrants, Lease accounting, Disclosure trends, Emerging technologies and Data analytics

WHEN:
Monday, December 10 – Wednesday, December 12, 2018

WHO:
Jay Clayton
, Chairman, U.S. Securities and Exchange Commission (SEC), Washington, D.C.

William D. Duhnke III, Chairman, Public Company Accounting Oversight Board (PCAOB), Washington, D.C.

Russell Golden, Chairman, Financial Accounting Standards Board (FASB), Norwalk, Conn.

Hans Hoogervorst, Chairman, International Accounting Standards Board (IASB), London, U.K.

Kathleen M. Hamm, Board Member, PCAOB, Washington, D.C.

J. Robert Brown, Jr., Board Member, PCAOB, Washington, D.C.

James G. Kaiser, Board Member, PCAOB, Washington, D.C.

Duane M. DesParte, Board Member, PCAOB, Washington, D.C.

Wesley Bricker, Chief Accountant, SEC, Washington, D.C.

Susan Cosper, Technical Director and Emerging Issues Task Force Chair (EITF), FASB, Norwalk, Conn.

Barry Melancon, President and CEO, AICPA, New York, N.Y.

Cynthia Fornelli, Executive Director, Center for Audit Quality (CAQ), Washington, D.C.

WHERE:
Event Location: 
Marriott Wardman Park Hotel, 2660 Woodley Road, N.W., Washington, D.C.

Video Simulcast: 
New York: CONVENE, 810 Seventh Avenue, New York, NY

Virtual:
Reporters are also invited to cover any of the conference sessions in real time via the Internet.

 

The schedule is as follows:

 

Monday, December 10

 

8:30am – 8:55am          AICPA Welcome and Update

Barry Melancon, President and CEO, AICPA, New York, N.Y.

 

8:55am – 9:20am          Center for Audit Quality Update

Cynthia Fornelli, Executive Director, CAQ, Washington, D.C.

 

9:20am – 10:35am        Keynote – A Conversation with the SEC Chairman and Chief Accountant and Office of the Chief Accountant (OCA) Policy Initiatives

Jay Clayton, Chairman, SEC, Washington, D.C.

Wesley Bricker, Chief Accountant, SEC, Washington, D.C.

Julie Erhardt, Acting Chief Risk Officer, OCA, SEC, Washington, D.C.

Jenifer Minke-Girard, Interim Deputy Chief Accountant – International, OCA, SEC, Washington, D.C.

Marc Panucci, Deputy Chief Accountant, OCA, SEC, Washington, D.C.

Sagar Teotia, Deputy Chief Accountant, OCA, SEC, Washington, D.C.

 

10:55am – 11:45am      OCA Current Projects

Kevin Vaughn, Senior Associate Chief Accountant, OCA, SEC, Washington, D.C.

Sarah Esquivel, Associate Chief Accountant, OCA, SEC, Washington, D.C.

Thomas Collens, Professional Accounting Fellow, SEC, Washington, D.C.

Emily Fitts, Professional Accounting Fellow, SEC, Washington, D.C.

Rahim Ismail, Professional Accounting Fellow, SEC, Washington, D.C.

Andrew Pidgeon, Professional Accounting Fellow, SEC, Washington, D.C.

Sheri York, Professional Accounting Fellow, SEC, Washington, D.C.

Liz Gantnier (Moderator), Partner, Dixon Hughes Goodman, Charlotte, N.C.

 

11:45am – 1:00pm        Lunch (No speaker.)

 

1:00pm – 2:15pm         PCAOB Keynote: Discussion with the Board

William D. Duhnke III, Chairman, PCAOB, D.C.

Kathleen M. Hamm, Board Member, PCAOB, Washington, D.C.

J. Robert Brown, Jr., Board Member, PCAOB, Washington, D.C.

James G. Kaiser, Board Member, PCAOB, Washington, D.C.

Duane M. DesParte, Board Member, PCAOB, Washington, D.C.

Cynthia Fornelli (Moderator), Executive Director, CAQ, Washington, D.C.

                                   

2:15pm – 3:05pm         Comment Letter Panel

                                    Cicely Lamothe, Associate Director, Division of Corporation Finance, SEC, Washington, D.C.

Steven Jacobs, Partner, EY, Washington, D.C.

                                    Brian Lane, Partner, Gibson, Dunn & Crutcher LLP, Washington, D.C.

                                    Mark Kronforst, Partner, EY, Washington, D.C.

 

3:25pm – 4:15pm         Insight into the Earnings Release Process

                                    Gregory Wright, Vice President, Technical Controller, Comcast Corporation, Philadelphia, Pa.

                                    Trey Campbell, Director, Investor Relations, Intel, Santa Clara, Calif.

                                    Jason Cuomo, Vice President – Senior Credit Officer, Moody’s Investors Service, Inc., New York, N.Y.

                                    Brett Dooley, Managing Director, JP Morgan Chase, New York, N.Y.

 

4:15pm – 5:05pm         SEC Enforcement Update

                                    Stephanie Avakian, Co-Director, SEC, Washington, D.C.

                                    Matthew Jacques, Enforcement Chief Accountant, SEC, Washington, D.C.

 

5:05pm – 5:55pm         End of Day Q&A

Wesley Bricker, Chief Accountant, SEC, Washington, D.C.

Julie Erhardt, Acting Chief Risk Officer, SEC, Washington, D.C.

Jenifer Minke-Girard, Interim Deputy Chief Accountant – International, OCA, SEC, Washington, D.C.

Marc Panucci, Deputy Chief Accountant, OCA, SEC, Washington, D.C.

Sagar Teotia, Deputy Chief Accountant, OCA, SEC, Washington, D.C.

John May (Moderator), Partner, PwC, New York, N.Y.

 

Tuesday, December 11

 

8:30am – 9:45am          Developments in the Division of Corporation Finance

William Hinman, Director, Division of Corporation Finance, SEC, Washington, D.C.

Kyle Moffat, Chief Accountant, Division of Corporation Finance, SEC, Washington, D.C.

Craig Olinger, Senior Advisor to the Chief Accountant, Division of Corporation Finance, SEC, Washington, D.C.

Patrick Gilmore, Deputy Chief Accountant, OCA, Division of Corporation Finance, SEC, Washington, D.C.

Lindsay McCord, Associate Chief Accountant, Division of Corporation Finance, SEC, Washington, D.C.

 

9:45am – 10:10am        IASB Chair Address

            Hans Hoogervorst, Chairman, IASB, London, U.K.

                                   

10:30am – 11:45am      Disclosure Trends

                                    Steven Jacobs, Partner, EY, Washington, D.C.

                                    Jeffrey Hales, Chair, Sustainability Accounting Standards Board, San Francisco, Calif.

                                    Keith Higgins, Chair, Securities and Governance Practice, Ropes & Gray LLP, Boston, Mass.

                                    Sandra Peters, Global Head, CFA Institute, New York, N.Y.

                                    Marc Siegel, Partner, EY, New York, N.Y.      

 

11:45am – 1:00pm        Lunch (No speaker)

 

1:00pm – 2:15pm         Current Accounting and Reporting Issues Faced by Registrants

                                    Terry Spidell, Chief Accounting Officer, Juniper Networks, Inc., Sunnyvale, Calif.

Heather Dixon, Vice President, Controller and Chief Accounting Officer, Aetna, New Canaan, Conn.

Greg Marken, Chief Financial Officer, Advanced Emissions Solutions, Inc., Highlands Ranch, Colo.

                                    Josh Paul, Director of Accounting, Google Inc., Mountain View, Calif.

                                   

2:15pm – 3:30pm         Lease Accounting

                                    Liz Gantier, Partner, Dixon Hughes Goodman, Charlotte, N.C.

                                    Mark Barton, Partner, EY, Washington, D.C.

                                    Cheryl Levesque, Partner, Dixon Hughes Goodman, New York, N.Y.

                                    Brian Satenstein, Chief Accounting Officer, Tapestry, Inc., New York, N.Y.

 

3:50pm – 4:15pm         PCAOB Auditing Standard Setting Update

Barbara Vanich¸ Acting Chief Auditor and Director of Professional Standards, PCAOB, Washington, D.C.

                                   

4:15pm – 5:05pm         Auditor’s Developments, Including the Auditor’s Reporting Model

Jennifer Rand, Deputy Chief Auditor, PCAOB, Washington, D.C.

Tom Timko, Vice President, Chief Accounting Officer and Controller, GE, Boston, Mass.

Susan Ward, Vice President, Chief Accounting Officer, UPS, Atlanta, Ga.

Dave Sullivan, National Managing Partner, Deloitte, Stamford, Conn.

 

5:05pm – 5:55pm         End of Day Q&A

Jim Dolinar, Partner, Crowe Horwath, Oak Brook, Ill.

Patrick Gilmore, Deputy Chief Accountant, OCA, Division of Corporation Finance, SEC, Washington, D.C.

Lindsay McCord, Associate Chief Accountant, Division of Corporation Finance, SEC, Washington, D.C.

Craig Olinger, Senior Advisor to the Chief Accountant, Division of Corporation Finance, SEC, Washington, D.C.

 

Wednesday, December 12

 

8:00am – 8:25am          FASB Chair Address

Russell Golden, Chairman, FASB, Norwalk, Conn.

                       

8:25am – 9:15am          FASB Accounting Standard Setting Update

                                    Susan Cosper, Technical Director and Chairman EITF, FASB, Norwalk, Conn.                         

 

9:15am – 10:05am        Innovation: Part I – Data Analytics

                                    Bob Dohrer, Chief Auditor, AICPA, Durham, N.C.

                                    Brian Wolohan, Managing Director, Grant Thornton LLP, Arlington, Va.

                                   

10:25am – 11:15am      Innovation: Part II – Emerging Technologies

                                    Chris Danusiar, CEO, Auditchain, New York, N.Y.

Allyson Laurance, Global Treasury and Trade Innovation Lead, Citi, New York, N.Y.

                                    Scott Zimmerman, Partner, EY, New York, N.Y.

 

11:15am – 12:05pm      Capital Markets

                                    Kent Nelson, Senior Managing Director, Raymond James, St. Petersburg, Fla.

                                    Ravi Raghunathan, Partner, CohnReznick LLP, Roseland, N.J.

David Schwartz, Partner, DLA Piper LLP, Short Hills, N.J.

                                                                       

12:05pm – 1:15pm       Lunch (No speaker)

 

1:15pm – 2:05pm          Financial Instruments Hot Topics

                                    Bill Fellows, Partner, Deloitte, New York, N.Y.

                                    Jonathan Howard, Partner, Deloitte, Stamford, Conn.

                                    Mark Sitlinger, Senior Director, Accounting Policy, Alley Financial, Ft. Washington, Penn.

                                    Stephanie Struckmeyer, Senior Manager – Finance, Kraft Heinz, Chicago, Ill.

 

2:05pm – 2:55pm         PCAOB Registration, Inspection and Enforcement Updates

Mark Adler, Acting Director and Chief Trial Counsel, Division of Enforcement and Investigations, PCAOB, Washington, D.C.

George Botic, Director, Division of Registration and Inspections, PCAOB, Washington, D.C.