Events
Multiple Dates and Locations
Learn about regulatory, operational, and strategic activities for year-end close and planning opportunities for the upcoming year.

Event Details

CPE Credit Event

Don’t miss the Crowe Year-End Seminar Tour, coming to a city near you.

Please join us at your local year-end seminar for helpful information on how to navigate the regulatory, operational, and strategic activities for the close of this year, as well as planning opportunities for the next year. Topics include accounting, auditing, and tax updates. Crowe professionals will also present on the topics of risk management, revenue recognition, and a variety of other relevant subjects that may be helpful to you and your business.*

There are no registration fees for attending these seminars; therefore, there are no cancellation fees.

*Not all topics will be available in all locations.

Continuing Professional Education

These sessions will qualify for CPE credit. Hours vary by location. Details will be available soon in the specific location sections below.
Additional CPE Information 

Program level: Basic
Prerequisites: None
Advance preparation: None 

Locations

Dec. 8, 2017
7:30 a.m.-1:30 p.m.

Columbus Marriott Northwest
5605 Blazer Parkway
Dublin, OH 43017

  Register 

Contact

For more information, please email Christina Clay or call +1 614 280 5226.

Continuing Professional Education

Recommended CPE credit: 3.5 hours
Fields of Study: 1.0 Accounting; 1.0 Information Technology; 1.0 Tax, 0.5 Specialized Knowledge

Agenda

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures

Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.
Nov. 10, 2017
7:30 a.m.-1 p.m.

Renaissance Dallas at Plano Legacy West Hotel
6007 Legacy Drive
Plano, TX 75024

  Register 

Contact

For more information, please email Michelle Grantham or call +1 214 777 5258.

Continuing Professional Education

Recommended CPE credit: 4.5 hours
Fields of Study: 2.0 Accounting, 1.0 Tax; 1.5 Specialized Knowledge

Agenda

Understanding the General Data Protection Regulation (GDPR) and Preparing for Readiness

Beginning in May 2018, the European Union (EU) will enforce the General Data Protection Regulation (GDPR), which strengthens protections associated with personal data in European data privacy protection requirements. Among other provisions, the GDPR stipulates strict requirements with respect to consent, privacy notices on use of data, and the right to be forgotten. This session will review the regulatory requirements and how to plan a path to compliance.

As a result of participating in this event, you should be able to:

  • Identify GDPR general compliance obligations
  • Apply practical steps in the implementation and acceleration of the new compliance requirements
  • Prioritize efforts in the compliance program to maximize strengths of the organization and address potential weaknesses
  • Define the role of internal audit in GDPR compliance

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

New Lease Standard: Implementation Issues and Solutions

This session will cover how an organization should approach the evaluation and implementation of the new leasing standards.  It will cover the changes to existing guidance, the impact on organization, how organizations should approach the project, technological solutions for applying the standards, and information on financial reporting and disclosures.

By participating in this session, you should be able to:

  • Describe the changes in the new leasing standard
  • Recognize areas in which your organization may be affected
  • Identify key personnel and technology needed
  • Evaluate impact to financial reporting
Nov. 2, 2017
7:30 a.m.-5 p.m.

Sheraton Denver Downtown
Grand Ballroom
1550 Court Pl.
Denver, CO 80202
  

Seminar Completed
  

Contact

For more information, please email Jamie Crisp or call +1 303 831 5085

Continuing Professional Education

Recommended CPE credit: 9.0 hours
Fields of Study: 1.0 Accounting; 1.0 Information Technology; 1.0 Tax; 6.0 Specialized Knowledge

Agenda

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Assessing Your Incident Response Capabilities – Do You Have What it Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) Incident Response Framework (Detection, Analysis, Containment, Eradiation, and Recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST Incident Response Framework

Accounting and Audit Update

Part 1: Accounting update: This seminar will discuss recently issued accounting standards and the expected impacts of these standards on financial reporting.

By the end of the session you will be able to:

  • Discuss effective accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued, but not yet effective, accounting standards, their effective dates, and their expected impacts on financial statements and disclosures.

Part 2: New Revenue Recognition Standard (Topic 606): This seminar will provide an overview of the new revenue recognition standard (Topic 606) which details the principles an entity must apply to measure and recognize revenue from contracts with customers.  The standard will impact both public and private entities for recognizing revenue from contracts with customers.

By the end of the session, you will be able to

  • Describe the five-step model contained in the new revenue recognition standard along with other key concepts and principles.

Marijuana Legalization - Policy and Regulation in Colorado and Across the Country

In this session, Lewis Koski will provide an overview on regulation and policy in regards to the legalization of medicinal and recreational marijuana use in Colorado and other states across the nation. The session will include a discussion of challenges and issues confronting governments and businesses in this emerging industry.
 
As a result of participating in this session, you should be able to:

  • Identify the past, present and future state of Marijuana legalization in Colorado and other states across the Country
  • Discuss the Federal government and current Administration’s current position in regards to Marijuana laws, regulation, and enforcement
  • Speak to the challenges facing business and federal, state and local governments in this emerging industry

SEC Update - Recent Developments at the SEC, Trends and ‘Hot Topics” Regarding SEC Accounting and Reporting

The financial reporting world is constantly changing for SEC registrants, from new items of focus for the Division of Corporation Finance’s review process to implementation of new standards issued by the SEC and PCAOB. In this session our National Office SEC liaisons will address these topics and more, including items you need to know to help you meet your current and future financial reporting requirements.  

As a result of participating in this session, you should be able to:

  • Discuss the regulatory landscape and emerging issues, including recent and anticipated changes from the new administration
  • Recognize important developments in Corp Fin and the Office of Chief Accountant, including frequent comments and consultation areas
  • Outline MD&A hot topics
  • Describe the current focus areas of investors and regulators and how to meet their expectations
  • Identify the latest developments at the SEC, FASB, and the PCAOB

Update from the Colorado Division of Securities

The Colorado Securities Commissioner will provide an overview and update on topics and trends that the Colorado Division of Securities is facing in its role to provide investor protection and securities regulation in the State of Colorado.

As a result of participating in this session, you should be able to:

  • Describe the role of the Colorado Securities Commission and emerging issues regarding securities regulation in the State of Colorado
  • Identify significant areas of focus by the Colorado Division of Securities
  • Discuss recent enforcement actions

A Legal Perspective on Blockchain Technologies, Cryptocurrencies, and Recent Applicable SEC Rulings

In this session, Howard Glicksman and Benjamin Leonard, with Ryley Carlock & Applewhite, will provide a legal perspective and overview on Blockchain, cryptocurrencies, and recent SEC rulings addressing this developing technology.

As a result of participating in this session, you should be able to:

  • Discuss the significance of these new transactional technologies
  • Identify recent SEC rulings in response to issues and challenges evolving along with this new technology
Nov. 16, 2017
8 a.m.-1:30 p.m.

Hard Rock Stadium
347 Don Shula Drive
Miami Gardens, FL 33056

  Register 

Contact

For more information, please email Amy Watts or call +1 954 202 2935.

Continuing Professional Education

Recommended CPE credit: TBD
Fields of study: TBD

Agenda

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.
Nov. 16, 2017
7:30 a.m.-Noon

Pine Valley Country Club
10900 Pine Mills Rd.
Fort Wayne, IN 46845

  Register 

Contact

For more information, please email Lynn Nofer or call +1 260 487 2327.

Continuing Professional Education

Recommended CPE credit: 3.5 hours
Fields of Study: 1.5 Tax, 1.0 Specialized Knowledge, 0.5 Accounting, 0.5 Information Technology

Agenda

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Tax Saving/Strategy Review

Sales and Use Tax reviews (Part 1)
This program will focus on recent sales and use tax developments and exemptions for Indiana companies, and how outline how the Indiana manufacturing exemption compares to neighboring states.

By participating in this session, you should be able to:

  • Identify recent Indiana sales and use tax developments affecting Indiana companies
  • Explain the Indiana manufacturing exemption available to Indiana companies
  • Discuss how the Indiana sales tax exemptions compares to similar exemptions in neighboring states

Cost Segregation Studies (Part 2)
This session will focus on how to identify potential tax savings opportunities for your clients in the area of fixed assets including fixed asset accounting method changes, cost segregation studies, partial disposition analysis, and tangible property regulation repairs analysis.

By participating in this session, you should be able to:

  • Identify capital expenditures that are potentially deductible as R&M
  • Recognize opportunities for cost segregation analysis, partial disposition analysis, or fixed asset accounting method changes
Nov. 29, 2017
7:45 a.m.-1 p.m.

Prince Conference Center
1800 East Beltline SE
Grand Rapids, MI 49546

  Register 

Contact

For more information, please email Jody McSorley or call +1 616 233 5587

Continuing Professional Education

Recommended CPE credit: 5.0 hours
Fields of Study: 1.0 Accounting; 1.0 Economics; 1.0 Information Technology; 1.0 Tax, 1.0 Specialized Knowledge

Agenda

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Economic Outlook

This session will cover recent trends in the U.S. national, regional, and state economies as well as the near-term outlook. Labor markets, inflation, interest rates, monetary and fiscal policy will be the primary discussion points.

By participating in this session, you should be able to:

  • Identify the strengths and risks facing national and regional economies in the near-term
  • Recognize the challenges to long-term growth prospects
  • Discuss the path of inflation, interest rates and monetary policy
Nov. 16, 2017
7:30 a.m.-1 p.m.

Marriott Keystone Crossing
3645 River Crossing Parkway
Indianapolis, IN 46240

  Register 

Contact

For more information, please email Nikki Russell or call +1 317 208 2599

Continuing Professional Education

Recommended CPE credit: 4.5 hours
Fields of Study: 1.5 Specialized Knowledge, 1.0 Accounting, 1.0 Information Technology, 1.0 Tax

Agenda

D.C. Legislative Update: Outlook for Tax Reform

This session will address prospects and challenges for Congress to pass comprehensive tax reform, including the procedural process, competing political factions, and the competing policy objectives that will need to be balanced for comprehensive tax reform to become law.  

By participating in this course, you should be able to:

  • Identify the “to-do” list of Congress before tax reform
  • Distinguish between competing political factions shaping tax reform
  • Recognize competing policy objectives for tax reform to achieve

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Before & After: Effects of Leveraging Machine Learning & Artificial Intelligence

This session will highlight case studies in which machine learning and artificial intelligence have been leveraged to improve processes and allow for additional delivered value. We will dive into how we can work smarter, not harder, with the use of machine learning and artificial intelligence to get more value and efficiency out of the resources we have today. We will also explore case studies how that demonstrate how machine learning can help us visualize underlying groups within data, automate previously time consuming tasks, and interpret data that is too complex for humans to comprehend.

By participating in this session, you should be able to:

  • Identify areas within their work that make good candidates for adding machine learning/AI to help improve a process or increase value of a deliverable
  • Describe how to get started in determining which project are appropriate for machine learning
  • Recognize the difference between a traditional rules based approach with simple analytics versus the power of what can be done through machine learning

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.
Nov. 17, 2017
7:45 a.m.-1:30 p.m.

Embassy Suites by Hilton Knoxville West
9621 Parkside Drive
Knoxville, TN 37922

  Register 

Contact

For more information, please email Diane Conard or call +1 865 539 5624.

Continuing Professional Education

Recommended CPE credit: 5.0 hours
Fields of Study: 1.0 Accounting; 1.0 Economics; 1.0 Information Technology; 1.0 Tax, 1.0 Specialized Knowledge

Agenda

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Economic Outlook and its Impact on Financial Risk Management

Uncertainty surrounding the current economic environment is affecting many businesses. This session will provide an update on financial markets, with emphasis on interest rate and commodity markets, and the issues to watch for as we transition into 2018. In addition, the session will cover how businesses may apply financial risk management tools.

As a result of participating in this event, you should be able to:

  • Provide an overview of factors currently impacting domestic and global economy
  • Discuss news and events with the potential to affect markets in the coming weeks and months
  • Describe current regulatory environment, including accounting standards, surrounding these issues and the ability to manage risks
  • Outline how companies, businesses, and individuals may be affected by the current regulatory environment
  • Recognize factors currently impacting interest rates & commodity prices
  • Identify potential situations where financial risk management tools may apply

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization
Nov. 17, 2017
8:30 a.m.-3 p.m.

Louisville Marriott East
1903 Embassy Square Boulevard
Louisville, KY 40299

  Register 

Contact

For more information, please email Jennifer Kessler or call +1 502 420 4538.

Continuing Professional Education

Recommended CPE credit: 5.0 hours
Fields of study: 2 Specialized Knowledge, 1.0 Accounting, 1.0 Tax, 1.0 Information Technology

Agenda

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Optimizing Working Capital within Private Equity Manufacturing & Distribution Organizations

To become more profitable while remaining responsive to customers, manufacturing & distribution companies need deep insights to drive operational decisions. But it can be difficult to process the masses of data from their systems to gain such insight. As a result, companies continue to struggle with excess inventory, lower on-time order fulfillment, unfavorable receivables and payables management, and overall substandard decision-making.  However, some organizations have successfully leveraged process-oriented and technology based solutions to achieve transformational change in their working capital performance. The impact this change can include:

  • Overall Inventory Reduction:
    • 10% to 25% has been achievable
    • Provides one-time cash flow reduction & year-over-year carrying cost reduction
  • Improvements to Cash Conversion Cycle
  • Pricing / margin enhancement
  • Improved AR/AP performance

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.
Dec. 1, 2017
7 a.m.-3:30 p.m.

Franklin Marriott Cool Springs
700 Cool Springs Boulevard
Franklin, TN 37067

  Register 

Contact

For more information, please email Cindy Lattanzi or call +1 615 360 5504.

Continuing Professional Education

Recommended CPE credit: 4.5 hours
Fields of Study: 1.0 Accounting; 1.0 Economics; 1.0 Information Technology; 1.0 Tax, 0.5 Specialized Knowledge

Agenda

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:

  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures

Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Economic Update – Nashville

In this session, Augustine Faucher will share a recap of the events of 2017 as well as his insights on the key economic indicators to watch for in 2018.

As a result of participating in this session, you should be able to:

  • Recognize how the current state of the federal budget negotiations, tax reform, healthcare reform, and other global issues will impact the overall economy
  • Discuss the anticipated economic outlook for 2018

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Tennessee Specifics: Ethics

Presented by Dr. Perry Moore, Ph.D. of Lipscomb University, this session will provide an overview of 2017 Tennessee-specific ethics issues.

As a result of participating in this session, you should be able to:

  • Define professional ethics
  • Review Tennessee's state specific ethical rules and regulations, taught through the content of the AIPCA's code of professional conduct
  • Recognize several ethical cases used throughout the presentation, which reinforce, highlight, and provide for additional discussion on important topics.
Nov. 30, 2017
12:30-7 p.m.

Convene Conference Center
810 Seventh Ave (between 52nd and 53rd)
New York, NY 10019

  Register 

Contact

For more information, please email Christine Bongard or call +1 646 231 7201.

Continuing Professional Education

Recommended CPE credit: 5.0 hours
Fields of Study: 1.0 Accounting; 1.0 Economics; 1.0 Information Technology, 1.0 Specialized Knowledge; 1.0 Tax

Agenda

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

Economic Outlook

This session will cover recent trends in the U.S. national, regional, and state (NY, NJ, and CT) economies as well as the near-term outlook. Labor markets, inflation, interest rates, monetary and fiscal policy will be the primary discussion points.

By participating in this session, you should be able to:

  • Identify the strengths and risks facing national and regional economies in the near-term
  • Recognize the challenges to long-term growth prospects
  • Discuss the path of inflation, interest rates and monetary policy
Nov. 9, 2017
7:30 a.m.-1 p.m.

The Westin Lombard Yorktown Center
70 Yorktown Center
Lombard, IL 60148

  Register 

Contact

For more information, please email Kit Moulton or call +1 630 574 1871.

Continuing Professional Education

Recommended CPE credit: 4.5 hours
Fields of Study: 1.0 Accounting; 1.0 Economics; 1.0 Information Technology, 1.0 Specialized Knowledge, 0.5 Tax

Agenda

Economic Outlook

This session will cover recent trends in the U.S. national, regional, and state economies as well as the near-term outlook. Labor markets, inflation, interest rates, monetary and fiscal policy will be the primary discussion points.

By participating in this session, you should be able to:

  • Identify the strengths and risks facing national and regional economies in the near-term
  • Recognize the challenges to long-term growth prospects
  • Discuss the path of inflation, interest rates and monetary policy

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

D.C. Legislative Update: Outlook for Tax Reform

This session will address prospects and challenges for Congress to pass comprehensive tax reform, including the procedural process, competing political factions, and the competing policy objectives that will need to be balanced for comprehensive tax reform to become law.  

By participating in this course, you should be able to:

  • Identify the “to-do” list of Congress before tax reform
  • Distinguish between competing political factions shaping tax reform
  • Recognize competing policy objectives for tax reform to achieve

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework
Nov. 14, 2017
7:30-12:30 a.m.

Century Center
120 South Dr. Martin Luther King Jr. Boulevard
South Bend, IN 46601

  Register 

Contact

For more information, please email Steph Nelson or call +1 574 246 4428.

Continuing Professional Education

Recommended CPE credit: 4.5 hours
Fields of Study: 1.5 Specialized Knowledge; 1.0 Accounting; 1.0 Information Technology; 1.0 Tax

Agenda

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework

D.C. Legislative Update: Outlook for Tax Reform

This session will address prospects and challenges for Congress to pass comprehensive tax reform, including the procedural process, competing political factions, and the competing policy objectives that will need to be balanced for comprehensive tax reform to become law.  

By participating in this course, you should be able to:

  • Identify the “to-do” list of Congress before tax reform
  • Distinguish between competing political factions shaping tax reform
  • Recognize competing policy objectives for tax reform to achieve
Nov. 14, 2017
1-5:30 p.m.

Bryan Glazer Family JCC
522 North Howard Avenue
Tampa, Florida 33606

  Register 

Contact

For more information, please email Mary Jo Riley or call +1 813 209 2452.

Continuing Professional Education

Recommended CPE credit: 4.5 hours
Fields of Study: 1.0 Accounting; 1.0 Economics; 1.0 Information Technology; 1.0 Tax; 0.5 Specialized Knowledge

Agenda

Year-End Tax Update and Planning

The end of the year is just around the corner. Now is the time to implement 2018 tax planning strategies that can help you save time and maintain compliance. Crowe will provide the latest on critical tax issues from 2017 and keep you up to date on the latest tax reform developments and how businesses and individuals could be affected.

By participating in this session, you should be able to:

  • Discuss federal, state and local, and international tax developments
  • Prepare tax planning ideas for your organization

Economic Outlook

This presentation will cover current economic trends and expectations regarding U.S. economic performance over the coming 2-5 years. Labor market trends, and interest rate & monetary policy will be primary discussion points.

As a result of participating in this session, you should be able to identify current economic trends with labor market, interest rates, monetary policy, and U.S. economic performance.

Accounting and Audit Update

Part 1: This session will cover recently issued accounting standards and the expected effects of these standards on financial reporting.

By participating in this session, you should be able to:
  • Discuss current accounting standards and their impacts on financial statements and disclosures
  • Prepare for recently issued but not yet effective accounting standards, their effective dates, and their expected impacts on financial statements and disclosures
Part 2: This seminar will provide an overview of the new revenue recognition standard (Topic 606), which details the principles an entity must consider to measure and recognize revenue from contracts with customers. The standard will affect both public and private entities for recognizing revenue from contracts with customers.

By participating in this session, you should be able to describe the five-step model contained in the new revenue recognition standard, along with other key concepts and principles.

Assessing Your Incident Response Capabilities – Do You Have What It Takes?

In this session, our cyber incident response experts will discuss the essential capabilities for effective cybersecurity incident management. We will be following the phases of the National Institute of Standards and Technology (NIST) incident response framework (detection, analysis, containment, eradiation, and recovery).

By participating in this session, you should be able to:

  • Describe the incident handling processes and capabilities organizations need have in place to effectively respond to cybersecurity-related incidents
  • Measure an organization's incident response capabilities by asking appropriate questions of those in response roles
  • Recognize and explain specific incident response capabilities, as described within the NIST incident response framework