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Current Accounting Update

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Current Accounting Update (Joe Talley presenter):
  • Revenue
  • Lease accounting
  • Cloud computing costs
  • FASB Simplification Initiatives
  • SEC comment letter trends
RPA and Analytics (Kaushik Raha presenter):
  • What is Robotic Process Automation (RPA)?
  • Demo of a digital accountant (software bot)
  • Secrets to success for RPA implementations in accounting and finance
  • Convergence – Bots, Analytics and Process Optimization

 

Speakers:

Joe Talley, CPA
Partner – Technical Accounting & Financial Reporting Practice Co-Leader

 

Joe is a Senior Partner and Practice Co-Leader at SOAProjects for the Technical Accounting and Financial Reporting Business Line. Joe has more than 38 years of private sector, audit and consulting experience.  Joe  is a leader with a unique background  as both a CFO in industry and Big Four audit partner. Joe retired from Deloitte & Touche LLP, in June 2018, was an Audit Partner for 20 years, and served as the firm’s Industry Professional Practice Director – Technology Sector as well as Lead Client Service Partner with Deloitte’s Silicon Valley practice.

 

Relevant Experience
Joe is nationally recognized as a subject matter expert for SaaS and Software revenue recognition and has deep expertise in the Technology sector, including manufacturing, hardware, and software.  Joe has assisted clients with mergers and acquisitions, IPO’s, SEC matters, regulatory issues, capital financing , corporate governance, and strategic/business planning.

 

Professional Qualifications
Bachelor of Business Administration, Accounting, University of Houston Certified Public Accountant (CPA – Texas & California)

 

 

 

 

Kaushik Raha
MBA, CPA, CFE, CRMA, FCA
Partner – Technology Advisory, Analytics & Forensics

 

Kaushik is a Partner and Practice Leader at SOAProjects for the Technology Advisory, Analytics and Forensic services. Kaushik has more than 20 years of assurance and consulting experience.  Prior to SOAProjects, Kaushik was with the Advisory Practice at EY, San Jose and Assurance Practice at PwC, India. He has used his domain expertise in risk advisory, process optimization, analytics and forensics to lead the creation and growth of the firm’s advisory practice including methodology development, talent recruiting and team training. He is the firm’s subject matter expert on risk management best practices, robotic process automation (RPA), data analytics and digital forensics.

 

Relevant Experience
Kaushik has partnered with clients to design programs in data analytics, process automation and optimization (P2P, Q2C, Sales Ops),  internal audit and compliance, third party risk management, channel management, vendor management, license compliance and software asset management. More recently, he designed and developed the firm’s proprietary cloud-hosted SaaS analytics and automation platform, AIVER, which has integrated workflows, data visualization, dashboards, digital bots and AI/ML capabilities such as image recognition and natural language processing.

 

Professional Qualifications
Master of Business Administration (MBA), The Wharton School, University of Pennsylvania Certified Public Accountant (CPA – California, Washington and District of Columbia)

Hosted by:

 

 

 

 

 

 

Registration closes 3pm the day before the event.

 

Meal Type

Breakfast

 

CPE Credits

One and a half (1.5) CPE credits available. Field of Study: TBD

FEI 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 for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.

 

Tickets

Registration is closed, please contact Micky at micky.robledo@feisv.org for questions.