Annual Conference – Mastering Financial Reporting’s Last Mile

Practical Solutions
From the Accounting Close to SEC Reporting

**Eligible for up to 8 CPE credits.**

Silicon Valley Accountants wants to thank all the presenters and participants in our first conference on Mastering Financial Reporting’s Last Mile.   The program was packed with excellent information and spirited discussion.  We hope everyone found it as informative and enjoyable as we did.

We are currently planning our next conference to be held October 18, 2012 in San Jose, CA.  If you are interested in learning more, or if you would like to submit an abstract for a presentation,  please fill out the form below.

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Speakers for our first conference included:

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Who Should Attend

  • Accounting and finance professionals involved with any aspect of the periodic close and Financial Reporting  (Controllers, Accounting Managers & Senior Accountants, Managers of Financial Reporting, FP&A Managers and Financial Analysts, and Internal Auditors.)
  • Consultants, Service Providers and Public Accountants
  • Project managers involved in close and reporting improvement efforts

Why You Should Attend

At this conference you will learn about current developments, practical strategies, and available products to:

  • Reduce efforts required to complete closing and reporting activities
  • Leverage proven methodologies to optimize the entire financial reporting process on an ongoing basis.
  • Implement new processes, methods and systems to automate complex processes such as equity compensation calculation.
  • Manage internal and external audits effectively to control costs and improve timing
  • Understand changing technical accounting matters such as leasing, revenue recognition and IFRS
  • Assess the impact of developing regulatory requirements such as XBRL and the related technologies available.

Key Topics Covered

Continuously Improving the Accounting Close and Reporting Process

The close process is unique to each company and constantly changing.  The ultimate goal is to increase the effectiveness of managing the people and the processes while reducing the related compliance costs.  Evolving standards and regulatory requirements, mergers and acquisitions, restructuring and reorganizations, all place increasing demands on the close.  Learn about a continuous improvement approach, focused on incremental changes and guided by a lean six sigma methodology which will allow you to address changing conditions while continuously making the close more effective (increase accuracy and manageability) and more efficient (reduced time and cost).

Efficiently Addressing XBRL to Streamline Reporting and Improve  Communications

Quarterly and annual filing requirements are changing and at the same time, reporting calendars have come under pressure to release earnings earlier. The adoption of XBRL will increase the amount of work and the visibility of reported information.  Learn what changes are coming, what new tools are available, and about experiences from other companies.  This session will focus on how to improve the process, reduce costs, ensure compliance and speed the release of financial reports. Industry experts will address the current issues and upcoming trends.

Equity Compensation Reporting: Achieving Compliance Without Slowing the Close

Reporting equity compensation is a complex and iterative process, especially for public companies. Many companies use extensive manual processes to do each step, including booking expense entries, calculating and booking tax entries, preparing footnotes and forecasting future period expense.  Additionally complex planning is required to address dilution and other future management decisions.  Automating these processes can improve management effectiveness within the Company, speed reporting, and ensure compliance.

Tax reporting for non-tax professionals

Complying with FIN 48 (now codified as ASC 740-10) can be a complex and time-consuming task, the results of which are likely to be tested and reviewed by auditors.  No other area in accounting is as far reaching, and requires knowledge of a vast number of topics in financial and tax accounting, as accounting for deferred taxes.  This is an area that continues to be considered a significant risk area for reporting.  In order to effectively assure reporting compliance, a sound knowledge of the theory of deferred taxes as well as the ability to apply the theory to practical situations.  This session will focus on the reporting and disclosure challenges related to taxes.

Implementing a Continuous Improvement Methodology for an Optimized Close

Learn about successful process improvement efforts based on sound methodology that can provide direction, save time, reduce risk, and increase productivity. In this session you will learn how a Lean Six Sigma methodology focusing on continuous improvement can reduce waste and improve business processes.

Effective technologies and service networking for optimizing last mile issues

Network at our wine tasting session and learn about several available technologies and service providers during the lunch break and end of day sessions.  Vendors will be available to answer questions, provide demonstrations and discuss available services.

**Eligible for up to 8 CPE credits.**

For details regarding refunds, cancellations and complaint resolution please visit

Silicon Valley Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the national Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses of CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Annual Conference – Mastering Financial Reporting’s Last Mile