New This Summit: Attendees are eligible to receive 6.6 CPE ... · New This Summit: Attendees are eligible to receive 6.6 CPE credits ... New This Summit: Attendees are eligible to

New This Summit: Attendees are eligible to receive 6.6 CPE credits

LEASE ACCOUNTING SUMMIT NOVEMBER 2018 © LeaseAccelerator,Inc. 2003-2018 All Rights Reserved



FEATURED SPEAKERS

Finance and Accounting Leaders

Dustin Osgood PwC

Partner – Risk Assurance

Stacy Dow RSM

Partner – Technical Accounting

Eileen Chan EY

Executive Director

Jonathan Rhine PwC

Deals Director

Shauna Watson RGP

Global Head of Technical Accounting

Michael Cahill Riveron

Managing Director

Michael Allen RGP

Lead Partner

Steve Helpingstine Cummins

Accounting Policy Director

Grace Fielding Tyson Foods

Senior Accountant

Taylor Clark AGCO Corporation

Director of Accounting & Policy

Charles Converse NuStar Energy

Director of Operations Accounting

Amie Sweeney CBRE

VP of Capital Markets

Demetri Bouras Lazard

Director of Accounting Policy

Skyler Ray Tyson Foods

Treasury Manager

Len Neuhaus International Flavors &

Fragrances Consultant

Barry Gallant Sealed Air Corporation Principal Applications Business Analyst – Budget to Report

Ryan Beckmann Charter Communications

Manager, Technical Accounting

Abi Raja Ply Gem

Accounting Manger

LeaseAccelerator Speakers

Michael Keeler

CEO and Founder

Jonathan Crawford

CTO

Tracy Henriques

VP of Customer Success

Mark Koppersmith VP of Product Strategy and

Planning

Bruce Conway

VP of Lease Accounting

Shan Bhattacharya

VP of Lease Accounting

Scott Dunnihoo Customer Success Director

Omar Harouni Director of Enterprise Integration

Scott Silver Solution

Consultant

Sam Weber Director of Resource

Development & Training



WELCOME RECEPTION

Date: Tuesday, November 13th

Location: Brasserie 1605 – Lobby Level Crowne Plaza Hotel Times Square

New York, NY TIME TOPIC DESCRIPTION 5:00pm

Registration Opens

Brasserie 1605

6:30pm

Welcome Reception Starts

Meet the Experts

Join fellow conference attendees for a welcome reception at Brasserie 1605. Attendees will enjoy spectacular views of the midtown Manhattan city skyline while networking with accounting and finance professionals from Fortune 1000 organizations. The reception will feature an open bar and a variety of appetizers. Reception attendees will have the opportunity to Meet the Experts of the new lease accounting standards and engage in spirited technical discussions.

8:00pm

Welcome Reception Ends

Attendees can gather in the lobby and head out for dinner at one of New York’s many fantastic restaurants or enjoy the other amenities of the city.



LEASE ACCOUNTING SUMMIT

Date: Wednesday, November 14th

Location: Crowne Plaza Hotel – Times Square Ballroom New York, NY

Summit Moderator: Dustin Osgood, Partner – Risk Assurance, PwC TIME LOCATION TOPIC DESCRIPTION SPEAKERS 7:00am

Balcony Room

Registration Opens

Sign-up will be available for CPE credits at this time.

7:30am

Balcony Room

Hot Breakfast

Meet the Experts

At breakfast, experts will be available to answer questions on the new lease accounting standard and lease management.

LeaseAccelerator Experts: Bruce Conway VP of Lease Accounting

Shantanu Bhattacharya VP of Lease Accounting

Tamara Gaslin-Taylor Senior Analyst - Lease Accounting

Baard Grindal Operations Implementation Specialist

Benjamin Bersche Operations Implementation Specialist

Jonathan Crawford CTO



TIME LOCATION TOPIC DESCRIPTION SPEAKERS 8:15am

Times Square Ballroom

Lease-Accelerator Update

LeaseAccelerator’s CEO, CTO, and VP of Product Strategy and Planning will provide an update on: • Company strategy, investments, and priorities • Product roadmap updates on the final releases

of 2018 and upcoming plans for 2019 • Product team milestones and the customer

experience • Quantifying the complexity of the standards,

testing strategies and the Lease Accounting Validator

Presenters: Michael Keeler CEO


Mark Koppersmith VP of Product Strategy and Planning

9:35am


Agenda Overview

Sessions after Agenda Overview will be eligble for CPE credits

Summit Moderator: Dustin Osgood Partner – Risk Assurance, PwC

9:45am


Audit Criteria

How will auditors audit the new standards? Panelists will discuss: • Sharing the latest guidance from auditors on the

likely criteria and checklists for post-adoption substantive audit and SOX audit

• Remaining technical accounting issues and ambiguities in ASC 842 and IFRS 16

• What to do if you started late and miss the deadline

• Challenges expected with complex use cases • Discussion of project and accounting details in

SAB 74 Disclosures

Moderator: Stacy Dow Partner, Technical Accounting, RSM

Panelists: Len Neuhaus Consultant, International Flavors & Fragrances

Taylor Clark Director of Accounting & Policy, AGCO Corporation

Demetri Bouras, Director of Accounting Policy, Lazard

Tracy Henriques VP of Customer Success, LeaseAccelerator




Balcony Room

Morning Break

Meet the Experts

Network with your peers at other Fortune 1000 companies and meet with leasing experts to ask questions.

10:45am


International Accounting and Reporting Issues

Panelists will discuss the key issues related to adopting the new standards facing multinationals as well as strategies for incorporating the new accounting through the ledger and consolidation process, including: • Primary and statutory reporting in IFRS 16 • Options for ledger structure and consolidation • Foreign exchange challenges with new standards • Multi-Currency reporting issues • IBRs • Classification differences

Moderator: Eileen Chan Executive Director, EY

Panelists: Steve Helpingstine Accounting Policy Director, Cummins


Shantanu Bhattacharya VP of Lease Accounting, LeaseAccelerator

11:30am


LeaseAccelerator User Group

Leaders of the LeaseAccelerator user group will extend an open invitation to other customers to join and provide an overview of: • User Group Charter • Composition and Additional Needs • Working Committees • Priorities for Next 90 Days

Presenters: Taylor Clark Director of Accounting & Policy, AGCO Corporation

Steve Helpingstine Accounting Policy Director, Cummins




Balcony Room

Lunch

Meet the Experts

At lunch, experts will be available to answer questions on the new lease accounting standard and lease management.

LeaseAccelerator Experts: Bruce Conway VP of Lease Accounting

Shantanu Bhattacharya VP of Lease Accounting

Tamara Gaslin-Taylor Senior Analyst - Lease Accounting

Baard Grindal Operations Implementation Specialist

Benjamin Bersche Operations Implementation Specialist


12:45pm


Best Practices: Training and Online Support Portal

Hear suggestions on how to employ LeaseAccelerator’s on-demand training and support resources for Day 1 change management, COE development, and Day 2 continuous improvement: • Support – See a quick demo of the newly

launched online portal in Salesforce.com Communities

• LeaseAccelerat-ED – Get an update on the course curricula in our online learning platform, our plan for offering CPE credits, and a quick demo

Presenters: Tracy Henriques VP of Customer Success

Sam Weber Director of Resource Development & Training



TIME LOCATION TOPIC DESCRIPTION SPEAKERS 1:00pm


Lease Accounting Issues and Perspectives

Learn how companies have addressed some of the more significant accounting judgments and policy elections associated with implementing the new standard, including: • Identifying contracts that contain leases or

embedded leases • Determining the incremental borrowing rate • Separating lease and non-lease components • Evaluating the nature of lease payments • Electing appropriate policies

Moderator: Jonathan Rhine Deals Director, PwC

Panelists:

Ryan Beckmann Manager, Technical Accounting, Charter Communications

Demetri Bouras, Director of Accounting Policy, Lazard

Amie Sweeney, VP of Capital Markets, CBRE

Scott Silver Solution Consultant, LeaseAccelerator

1:45pm


Keys to a Successful Lease Accounting Integration

Join an interactive discussion about the best practices for lease accounting applications to interact with your ERP, AP, and other financial systems, including: • The best approach for uploading journal entries to

the general ledger • How to keep master data and financial variables

synchronized • How to integrate with real estate systems • The specific challenges with SAP, Oracle (EBS,

PeopleSoft, JD Edwards), and Workday ERP • How companies are leveraging reconciliation

(Blackline) and consolidation (Hyperion) systems • How to overcome obstacles to straight-through

processing

Moderator: Michael Allen Lead Partner, RGP

Panelists: Grace Fielding Senior Accountant, Tyson Foods

Charles Converse Director of Operations Accounting, NuStar Energy


Omar Harouni, Director, Enterprise Integration, LeaseAccelerator




Balcony Room

Afternoon Break

Meet the Experts

Network with your peers at other Fortune 1000 companies and meet with leasing experts to ask questions.

2:30pm


Building a Center of Excellence

A key success factor in the transition will be the readiness of your leasing center of excellence to run the process and close the books each month starting Day 2 and beyond. Panelists will discuss common questions, including: • What is the scope of the COE? Should it include

lease administration functions? • How will the COE interact with lease stakeholders,

regional accounting teams, real estate, AP, and the business units?

• What training is required for day one? How do you ensure on-going learning on day two and beyond?

• How do you source talent and offer career development opportunities for team members?

• What are other important change management considerations to realize your future state?

Moderator: Shauna Watson Global Head of Technical Accounting, RGP

Panelists: Grace Fielding Senior Accountant, Tyson Foods

Barry Gallant Director, IT & Digital – Global Budget to Report, Sealed Air Corporation

Abi Raja Accounting Manager, Ply Gem

Skyler Ray Treasury Manager, Tyson Foods

Scott Dunnihoo Customer Success Director, LeaseAccelerator





Preparing for the First Close

It is critical to ensure that the close window is not extended due to implementation issues with the new standards. Panelists will discuss common questions, including: • What are the highest risks with cutoff, reconciliation

and GL uploads? • Which processes will need to be manual versus

automated? • How do you mitigate risks with additional staffing,

planning, and contingency strategies? • When should IBRs be loaded into the system? • When should transition occur? • How do you approach your first 10-Q disclosures?

Moderator: Michael Cahill Managing Director, Riveron

Panelists: Steve Helpingstine Accounting Policy Director, Cummins

Barry Gallant Director, IT & Digital – Global Budget to Report, Sealed Air Corporation

Abi Raja Accounting Manager, Ply Gem

Bruce Conway VP of Lease Accounting, LeaseAccelerator

4:15pm


Summary and Wrap-Up

Hear a recap of the top lessons learned and best practices shared throughout the day. The audience will have the opportunity to share recommendations as well to ask any unanswered questions of colleagues and presenters.

Presenters: Dustin Osgood Partner – Risk Assurance, PwC

Michael Keeler CEO, LeaseAccelerator

4:45pm

Summit Ends

Sign-out for CPE credits at this time.



EVENING EVENT

Date: Wednesday, November 14th

Location: Chelsea Piers - PIER 61

TIME TOPIC DESCRIPTION 5:15 - 5:30PM

Board Shuttles

Meet at hotel entrance level for transfer to the dock.

6:15pm

Embark for Dinner Cruise

Enjoy a dinner cruise aboard the Spirit of New York with spectacular views on the Hudson and East River with other conference attendees. LeaseAccelerator has reserved a private deck with a full bar and dance floor. The cruise has spectacular views of the City and will pass by all the famous New York landmarks.

6:30pm

Dinner Cruise

Enjoy a premium dinner buffet, dancing, and music. (The one in Chicago in June was so fun, it’s back by popular demand!)

9:30PM

Board Shuttles

Transfer back to the Crowne Plaza Hotel.



Documents

New This Summit: Attendees are eligible to receive 6.6 CPE ... · New This Summit: Attendees are eligible to receive 6.6 CPE credits ... New This Summit: Attendees are eligible to