FMN - September Session

When:  Sep 8, 2018 from 09:00 AM to 01:00 PM (PT)
Cost: $40 (check made out to "IMA" or cash); pay at event
Food: Full breakfast and lunch included in the cost
Dress Code: Casual

Here are the September 2018 topics:

Trusted Advisor: The Role of Accounting and Finance
Field of Study: Accounting
Accounting and finance specialists are increasingly called upon to exercise their judgment and skill over a wide range of pressing financial issues. At the same time, these professionals are expected to take the lead in providing the data-driven insights that will enable their enterprises to make informed strategic decisions. According to Jay Thompson of Protiviti and Tim Hird of Robert Half Management Resources, the mastery of traditional accounting and financial skills is no longer enough to fulfill the role of trusted business advisor.

Preparing for the New Credit Loss Model: The CECL Approach
Field of Study: Accounting
Businesses, as well as banks, are facing a new accounting model for credit losses, known as “current expected credit loss” or CECL. Under the revised standard, accounting is based on historical and current losses, as well as on any deficit that is expected to occur in the future over the entire lifetime of a loan. Eric Segal, managing director of CFO Consulting Partners, warns that this change in loss reserve philosophy will require enterprises to set aside capital for future loss events that could take place – even if they have not yet occurred.

Giving Voice to Values: The “How” of Business Ethics
Field of Study: Behavioral Ethics
It is not uncommon for accountants and business managers to find themselves in a situation where they were explicitly told, or were implicitly pressured, to do something that conflicts with their own values. Our cameras were on hand as Dr. Mary Gentile, creator/director of the Giving Voice to Values program, demonstrated to the Zicklin Center for Corporate Integrity at Baruch College how values-driven decision-making can, and should be, crucial to accountants and financial executives.

Global Tax Planning: What You Need to Know about OECD BEPS
Field of Study: Taxes
It is essential for businesses to make certain that the story they tell to the capital markets (the public “face” of their enterprise) aligns with the information filed on their tax returns (the private “face” of their entity). Attorney Imke Gerdes, a partner in the firm of Baker & McKenzie, reminds us that, as a result of the OECD’s Base Erosion Profit Shifting (BEPS) action plan, you can no longer assume that the information on your tax returns is private and confidential and will not be compared to other publicly available financial data.

Location

ConXtech, Inc. Headquarters
6701 Koll Center Pkwy
Suite 150
Pleasanton, CA 94566

Contact

Tricia Scalzo
(925) 400-3199
tscalzo@bayworksrecruiting.com