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What’s New in Financial Reporting in 2017

Thursday, February 15

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Agenda

6:00 – 6:05 pm | Opening Remarks

Arthur Fliegelman, CFA, Chair, Financial Reporting & Analysis Group

REVENUE RECOGNITION

6:05 – 6:15 pm | Standard Setter’s Perspective

Jason Bond, Practicing fellow, Financial Accounting Standards Board

Hal Schroeder, Board Member, Financial Accounting Standards Board

6:15 – 6:25 pm | Preparer / Practitioner Challenges

Gregory Johnson, CPA, Director, PwC

Rob Moynihan, CPA, Partner, Deloitte

6:25 – 6:50 pm | Financial Statement Implications

Todd Castagno, CFA, CPA, Analyst, Morgan Stanley

Pranav Ghai, CEO and Co-Founder, Calcbench

Sandy Peters, CFA, CPA, Leader of the Financial Reporting Policy Group, CFA Institute

Moderator Santhosh Abraham, PhD, CFA, FHEA, Vice Chair, Financial Reporting & Analysis Group

6:50 – 7:00 pm | Q & A Session

FINANCIAL INSTRUMENTS, LEASES AND CECL

7:00 -7:10 pm | Standard Setter’s Perspective

Jason Bond, Practicing fellow, Financial Accounting Standards Board

Hal Schroeder, Board Member, Financial Accounting Standards Board

7:10 -7:20 pm | Preparer/ Practitioner Challenges

Gregory Johnson, CPA, Director, PwC

Rob Moynihan, CPA, Partner, Deloitte

7:20 -7:45 pm | Financial Statement Implications

Todd Castagno, CFA, CPA, Analyst, Morgan Stanley

Pranav Ghai, CEO and Co-Founder, Calcbench

Moderator Jane Soong, CFA, CPA, Corporate Controller, SCYNEXIS, Inc

7:45 -8:00 pm | Q & A and Closing Remarks

This program gives you a concise update on key new developments in Financial Reporting for financial statements published in 2018.  Topics include changes in revenue recognition, derivatives reporting, developments in lease reporting, and CECL.  The program includes speakers that capture perspectives from standard-setters, investment research, and preparers of financial statements. It is designed as a boot camp to get financial statement users up to speed on the impact of the new standards of financial statements published in early 2018.

Learning Outcome Statements

  • Discuss recent Accounting Standard changes to Revenue Recognition, Financial Instruments, Leases and CECL.
  • Analyze the impact of the above changes on financial statements published in 2018

Details and Registration

Fees

Members | $30 Nonmembers | $70 < Become A Member >

Location

CFANY Conference Center 1540 Broadway – Suite 1010 New York, N.Y. 10036

Register to Attend
Financial Reporting & Analysis Group

Livestream Access

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CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.