38th Annual SEC Reporting & FASB Forum 2022 - Online | Practising Law Institute (PLI) | 12 December 2022 | Virtual Event

Companies need to keep pace with a changing reporting landscape as the SEC ramps up its rulemaking activities, especially with regards to ESG-related disclosures. Attendees will learn about the standard-setting agenda of the FASB, and hear updates on rulemaking, interpretive guidance, frequent comments, and enforcement actions emanating from the SEC. In addition, we have a panel on ethical challenges which qualifies for ethics credit for CPE purposes. Our expert faculty will provide practical approaches to new and complex accounting and disclosure requirements.

After completing this program, participants will be able to:
• Prepare for the SEC rule proposal: “The Enhancement and Standardization of Climate-Related Disclosures for Investors”
• Understand the current regulatory landscape and emerging issues, including the SEC’s proposed rules on cybersecurity
• Anticipate potential rulemaking from the FASB’s technical agenda, including segment reporting and disaggregation of income statement expenses
• Identify changes from reference rate reform and other financial instruments hot topics
• Discuss best practices for drafting MD&A, including key focus areas such as the impact of current geopolitical disruption, ESG matters, cybersecurity, inflation, Brexit, and reference rate reform
• Recall the most frequent areas for SEC comments
• Gain insight on recent SEC enforcement actions, whistleblowing developments and ethical challenges
• Evaluate current accounting and reporting issues based on insight from the prospective of both preparers and auditors

Who Should Attend?
SEC reporting professionals, including those involved in the preparation or review of financial statements, partners of public accounting firms and their staff, lawyers and corporate legal staff, investor relations professionals, and audit committee members.

2022 Speakers

CHAIRPERSONS:

Bob Laux
Associate Director, SEC Institute, a Division of PLI

Cheryl L. Linthicum, PhD, CPA, CMA
Professor of Accounting and former Associate Dean, College of Business, The University of Texas at San Antonio

SPEAKERS:

Justin Bailey
Senior Director, Technical Accounting and Controls, Constellation Brands, Inc.

Tom Beversluis
Partner, Professional Practice - Accounting, EY

Joe Bollinger
Managing Director, Department of Professional Practice, KPMG LLP

Jason Bond
Partner, Professional Practice - Accounting, EY

Monique Cole
Partner, National Professional Standards Group, RSM US LLP

Patrick G. Durbin
Partner, Deputy Chief Accountant, PwC

Graham Dyer
Partner, Accounting Principles Group, Grant Thornton LLP

Michael Gaiso
Senior Director – Accounting Standards Group, RSM US LLP

Chase Hodges
Practice Fellow, Financial Accounting Standards Board

David A. Katz
Partner, Wachtell, Lipton, Rosen & Katz

Elizabeth Morgan
Partner, King & Spalding LLP

Polia A. Nair
Partner, National Assurance – SEC matters, CohnReznick

Chris Pierce
Partner, PwC

Matthew Rosenblatt
Audit Partner, Crowe LLP

Jay Seliber
Partner, National Office Accounting Services Group, PwC

Daniel Silver
Partner, Clifford Chance US LLP

Thomas P. Smith, Jr.
Associate Regional Director, Division of Enforcement, U.S. Securities and Exchange Commission

Brian Tomlinson
Managing Director, ESG, Financial Accounting Advisory Services, Ernst & Young LLP

Leyla Wilkerson
Director, Financial Reporting, AppHarvest

George M. Wilson
MBA, CPA, Director, SEC Institute, a Division of PLI