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Planning for your Year-end Audit
Key things to prepare
Tuesday, November 17:
1:00pm EDT
10:00am PDT
What is this webinar about?
This webinar will take a very practical and pragmatic approach to the key things private equity accounting professionals should be aware of to assure a stress-free and successful year-end audit. What you should have done by now and be preparing to do? Experts will provide a detailed update on the recent modifications to FAS 157. You will also learn what LPs are expecting that may or may not be part of your process.
The instructional session will include:
• Taking an organized approach to setting up a time line for the audit
• How to apply key lessons learned from FAS 157 implementation in 2008
• Clarifications of enhanced disclosure under FAS 157 –G and FSP FAS 157-4
• FIN48 and treatment of uncertain tax positions
• FAS 161 and enhanced derivative disclosure requirements
• Year-end tax planning strategies to consider
Who will lead these webinars?
Confirmed speakers for the webinar are:
(Click on the speaker's name to read more about them and their firm)
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Kevin Ley
Associate Editor
PEI Media
Kevin Ley is an associate editor for PEI Media and staff writer for PEI Manager magazine.
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Jeff A. Cote
Chief Financial Officer
Pfingsten Partners
Mr. Cote has over 17 years of tax and accounting experience with middle market companies.
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Timothy F. Cummins
Managing Director, Valuation & Financial Opinions
Stout Risius Ross, Inc.
Timothy F. Cummins is a Managing Director in the Valuation & Financial Opinions Group. and head of the firm’s Chicago office.
|  | David B. Kaufman, CPA
Principal
Rothstein Kass
David
Kaufman provides accounting, audit, tax and business consulting
services to private equity funds and management companies, family
offices, and middle-market companies and their owners in industries
including, manufacturing and distribution, technology, textile and
apparel, and professional services. |
Why Attend?
With the PEM Webinar Series, you will earn CPE credits and keep up-to-date with the latest changes in tax, accounting and fund finance and administration practices without having to leave your desk and cutting into your travel budget.
Did you know? A new law overhauling New York’s accounting rules expanded definition of “public accounting” to include accounting, management and financial advisory services, in addition to tax and professional services. CPAs performing public accounting services for non-CPA employers, whether those are companies, the government, universities or nonprofits, will be required to register with New York State, including private equity CFOs.
In addition, a registered CPA or public accountant must complete 40 hours of general studies or 24 hours of concentrated study in one recognised area of study, such as tax, during each year. The new law also changed the structure of CPE requirements – before, CPAs could complete 120 hours anytime over the course of three years, but now CPAs must complete 40 hours each year.
Who should attend?
The webinar series is expressly for those accounting and finance professionals within a private equity firm charged with managing its financial functions:
• Chief Financial Officers
• Chief Operating Officers
• Controllers
• Treasurers
• Fund Administration Personnel
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