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• What financial executives can do to help boards address the social responsibility trends.
• The findings of a survey that looks at how boards are organizing to oversee management's response to climate change.
• How environmental audits can add value to strategic decision-making.

• A profile of who the activists are – from individual investors to hedge and pension funds.
• Why activists are pressuring management on a broad range of issues, including executive compensation and corporate strategy.
• How boards and management can best respond to activists' shareholder proposals.

• The board's role in oversight of risks associated with potential fraud, the Foreign Corrupt Practices Act, International Financial Reporting Standards, M&A, and extended business relationships.
• Steps the board can take to stay informed on key issues and associated risks.
• Financial executives' responsibility to the board in addressing risk factors related to key issues.

• The findings of a joint study that investigates how boards and shareowners have endeavored to engage in meaningful dialogue.
• How financial executives can support communication models.
• Identifying the business issues to be addressed by director-shareholder communications.

Hear about the constraints, risks, and benefits associated with open discussions between boards and investors about governance and compensation.

• Board composition, board leadership, classified boards, director independence, and other governance data.
• Audit committee trends of importance to financial executives.
• Results from the 2008 proxy season.
• Trends impacted by shareholder activism, governance rating firms, and regulations.

• Changes in addressing commercial payments, including effective practices for procure-to-pay process and commercial card programs.
• New procure-to-pay strategies for enhanced decision making and improved control and compliance.
• Ways procure-to-pay automation can reduce costs by eliminating paper-based payment processes, streamlining operations, and increasing visibility into corporate spending.

• Overview of IFRSs and benefits of adoption, including enhanced analytics, stronger internal controls and governance, and streamlining financial reporting processes.
• Assessing impact on financial systems: ERP, budgeting and planning, business intelligence, governance, risk and controls, and middleware.
• Preparing for transition – skills assessments, competency gaps, change management, and incentive plan realignment.
• Lessons learned from global companies, both upsides and downsides.

• The performance gaps between median- and low-cost finance organizations based on the results of a recent Deloitte Global Benchmarking Center study.
• Effective practices correlating with improved finance performance.
• A case study in the insurance industry that reveals performance opportunities in finance operations as compared with other industries.

Sustainability: A New Era for Enterprise Value?

• How environmental and social performance factors may change financial reporting requirements, including the expansion of risk factor disclosures by public companies.
• Financial implications of potential U.S. carbon regulations that could force the monetization of such emissions.
• Possible effects of these issues on customer perception, brand equity, and human resources.

• Why companies are dissatisfied with many of the nonfinancial aspects of outsourcing.
• The five stages of effective outsourcing programs, including rightsizing the deal, building a solid foundation, selecting the vendor, striking a deal, and post-deal monitoring.
• Effective outsourcing practices, including robust financial analysis, governance, and procurement practices.

• Global tax planning that considers how each foreign jurisdiction has or will adopt IFRSs.
• U.S.-centric complexities of converting to IFRSs, including accounting methods, state tax issues, and potential challenges of reporting earnings and profits of foreign subsidiaries.
• Tax operational considerations, such as professional development, data collection, and software.

• Legal entity structure issues, including allocation timing differences, tax-sharing agreements, and federal, state, and foreign tax filings.
• Scope issues affecting the financial statement audit, including the tax provision, inventory of deferred items, the potential need for a valuation allowance, and documentation.
• Other potential tax issues, including deferred taxes, taxes payable, tax rates, tax contingencies, and FIN 48 liabilities.

• Common weaknesses in tax provision processes, including tight timelines, data collection, and reliance on spreadsheets.
• Leading practices for improving the tax provision process, including the integration of current payable reconciliations, deferred tax account validations, alignment with compliance, and automation.
• Risk mitigation through the better management of people, process, and technology.

Mergers and Acquisitions: Why Tax Accounting Will Never Be the Same Again

• How the new statements affect tax accounting for uncertain tax positions, deferred taxes, and valuation allowances.
• Tax consequences at transition for past and prospective acquisitions.
• Fine-tuning tax due-diligence practices, including pressure points on effective tax rate, FIN 48 liabilities, and valuation allowances.

• Background and objectives of the project.
• Summary of the key differences between FAS 109 and IAS 12 that are proposed to be eliminated, and differences that may remain, including accounting for uncertainty in income taxes.
• Overview of the comment letter process and how to get involved.

Financial Reporting

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• Issues not resolved at the September 2008 meeting.
• Additional issues added to the EITF agenda.

• Quarterly update of accounting developments.
• Recent positions of the FASB and SEC staffs.
• Other hot topics.

• A background on the development and use of IFRS.
• The SEC’s proposed roadmap, including the timeline for adoption of IFRS by U.S. issuers.
• The proposed rule on allowing some companies an option to use IFRS, including which companies would be eligible.
• What this means for companies regarding financial reporting considerations and the broader implications of adopting IFRS.

Learn more about how the recent SEC actions around IFRS may impact your organization.

• Issues not resolved at the June 2008 meeting.
• Additional issues added to the EITF agenda.

• The proposed amendment to change current hedge accounting rules.
• FASB's decision to eliminate qualifying special-purpose entities and its impact on securitization accounting.
• FASB's project to revise the current consolidation model for variable interest entities.
• The latest SEC developments on allowing U.S. issuers the option to apply International Financial Reporting Standards.

• Quarterly update of accounting developments.
• Recent positions of the FASB and SEC staffs.
• Other hot topics.

• Issues not resolved at the March 2008 meeting.
• Additional issues added to the EITF agenda.

• Details of the SEC’s proposed rule and implications for SEC registrants.
• Suggested approaches for implementing XBRL as part of your financial reporting process.
• Potential benefits of using XBRL beyond compliance.

Learn more about the possible impact this new requirement can have on your financial reporting.

• Assessing your overall vision and strategy for business succession and related issues, including identifying and preparing future leaders.
• Talents and skills the successor management team will need, and strategies and leading practices for addressing gaps.
• A case study illustrating how unseen obstacles can stall progress

• An overview of the U.S. wealth-transfer tax system and potential costs to private enterprise owners who don't plan ahead.
• How successful families have traditionally passed wealth through trusts and other tax-efficient vehicles.
• Why lower business valuations and interest rates near historic lows may provide favorable conditions for launching tax-efficient succession plans now.

• The global landscape — key drivers forcing mid-sized and private companies to address their globalization strategy.
• The primary challenges and opportunities to consider as your company evaluates expanding it’s global footprint.
• International tax considerations that may impact your global plan.

• Potential risks associated with current developments in the application and management of FIN 48.
• Benefits to managing FIN 48 risks by taking a holistic view of the control environment.
• What risks might come with future developments.

• The nine principles of a risk intelligence program.
• Roles and responsibilities for your company's governing bodies and financial executives in effective management of risk.
• Foundations for developing a common risk management infrastructure.

• How a comprehensive view of organizational IT risks can support business strategy.
• How an understanding of future technology risks can support more informed decision making.
• Why IT internal audit should be brought into new product discussions early to assess potential technology risks.

• Identifying and assessing key business partner risks.
• Evaluating effectiveness of your business partner's controls and accuracy of information flows.
• Understanding compliance of monetary and nonmonetary obligations.

Managing Identity Risks: Is Your Enterprise Secure?

• Implementing stronger controls given the current identity crisis.
• Building stronger identity and data management program elements.
• Survey results of leading companies on key privacy and data protection activities.

• Trends in securities litigation filed against financial services, technology, and other companies.
• Impact of globalization and other international factors on U.S. securities litigation, including class actions brought by foreign investors and cases against foreign issuers in U.S. courts.
• Mitigating the risk of securities lawsuits and director "duty of oversight" duties.
• Indemnification and insurance controversies in the courts.

• Implications of guidance on Burma, Iran, Syria, Cuba, and other countries.
• Impact of sanctions on non-U.S. affiliates of U.S. companies and U.S. affiliates of non-U.S. companies, and staying compliant in countries with OFAC blocking statutes.
• Sources of OFAC enforcement actions, including Memoranda of Understanding, blocking reports, voluntary self-disclosures, and administrative subpoenas.
• Scenarios of "facilitation" and its impact on compliance.

• The importance of distressed due diligence, and nuances to consider.
• Areas and procedures that are often overlooked when dealing with troubled entities.
• Deal execution structures, including asset versus stock transactions and 363 sales.

• Factoring long-term cyclicality and risk into capital planning and methods for managing the portfolio dynamically.
• A portfolio view of capital planning projects – systems, tools, and data needed for effective what-if analyses at the portfolio level.
• Capital planning and investor relations – innovative ways of communicating with the capital markets.

• Red flags, common fraud patterns, and top fraud schemes more likely to appear in an economic downturn.
• Leading practices that companies can employ to detect, deter, and prevent fraud during times of cost-cutting and resource constraints.
• Critical steps in the investigation process if allegations of fraud arise, including internal and outside regulatory investigations.

• An overview of key current market conditions, including deal volume and M&A trends.
• The impact of these conditions and trends on deal-making, including financing, terms and conditions, due diligence, and board participation.
• Adjusting your M&A strategy and approaching the deal process differently.

• Some of the key effects of short- and long-term market impacts on fair value for financial, tax, or investment reporting.
• Market issues contributing to the current turbulence, including tighter credit, currency fluctuations, and interest rates.
• Valuation modeling techniques that can help you account for current market conditions.

• Discovery readiness, including cost-effective litigation management, managing holds, and addressing legacy data concerns.
• Improving document collection, harvesting, and review while managing costs and risk in a global economy.
• Electronic data hosting and processing, including development of a universal standard and new data types.