Download FEI SV’s FIRST Report on the State of Silicon Valley

Loading Events

Hot Accounting & Reporting Considerations in the Current Environment

Navigating through new accounting and reporting changes in current environment can pose challenges. New types of business models as well as reporting requirements are always creeping up. We will have senior management of SOAProjects present the above topics to assist you in navigating through the ever-changing current landscape:

Learning Objectives:

  • Describe what are the recent accounting and reporting changes that companies should keep an eye out for, including effect of lower stock prices in the market on equity plans
  • Discuss what executives need to know about ESG
  • Learn the accounting implications of new emerging crypto and other digital assets businesses

Speakers:

Mehul Shah, CPA
Partner– Technical Accounting & IPO Services

Profile
Mehul is a Partner in the Technical Accounting & IPO Services practice at SOAProjects and has over 20+ years of experience working with companies in the Technology Sector. Mehul advises companies on various complicated technical accounting matters ranging from IPO readiness, mergers and acquisitions, equity and debt offerings, lease accounting, stock-based compensation revenue recognition and financial reporting.

Relevant Experience
Mehul is a subject matter expert for accounting for equity and debt offerings, lease accounting and stock-based compensation matters. He has deep expertise in the technology sector. Mehul has assisted clients with equity restructuring, accounting for all types of equity awards, modifications, ESPP plans, mergers and acquisitions, Initial Public Offerings, Reverse mergers via SPAC Process, SEC matters and other regulatory matters.

Professional Qualifications
Bachelor of Commerce (Accounting) Chartered Accountant
Certified Public Accountant

 

Yuko Wakasugi, CPA
Partner-in-Charge – Technical Accounting & Financial Reporting Group

Profile
Yuko is a Senior Partner and the Partner-in-Charge at SOAProjects for the Technical Accounting and Financial Reporting Business Line. Yuko has 30+ years of experience in public accounting, including Ernst & Young and BDO USA, LLP. Prior to joining SOAProjects in 2010, Yuko was an Audit Partner at BDO in the San Francisco/Bay Area practice. Yuko has been advising clients at SOAProjects for over twelve years.

Relevant Experience
In addition to her responsibilities to lead SOAProjects’ Technical Accounting & Financial Reporting practice, Yuko has extensive experience in providing technical accounting and financial reporting advisory services to public and private companies, and companies on the IPO path. She has deep expertise in the following industries: technology – software, semi-conductor, SaaS, telecom, professional services, life sciences, manufacturing and distribution industries as well as fin-tech and clean energy. Yuko has a well-rounded technical background in several complicated areas of accounting, including revenue recognition, consolidations, business combinations, impairment, restructuring, software development costs, stock-based compensation and complex equity and debt instruments. Yuko’s style is pragmatic and collaborative, and her clients appreciate her contribution and efforts.

Professional Qualifications
Bachelor of Science in Business Administration in Accounting and Finance Certified Public Accountant (CPA)

 

Jitesh Kamdar, CPA
Principal – Technical Accounting & Financial reporting Services

Profile
Jitesh has collaborated with all types of Companies from venture-backed private to large public companies valued at over $10 billion. Jitesh has a wide range of experience in complex technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 840 and ASC Topic 842), Equity (ASC Topic 718), Debt (ASC Topic 470), Business Combinations (ASC 805) and Asset Impairment (ASC 350) including equivalent standards under IFRS.

Jitesh has extensive experience in dealing with various SEC reporting requirements and regulatory filings including preparation and review of Forms 10K, Forms 10Q, Form S-1, S-3, 20F, SEC Comment letters, Proxy statement, Form 10 and ensured their compliance with US GAAP. Jitesh has influenced C-Suite and key stakeholders in adopting new financial frameworks, internal controls, risk management standards, accounting systems and processes to maintain financial performance and helped resolve complex accounting issues and provided recommendations for improving/rationalizing internal controls.

Relevant Experience
Prior to joining SOAProjects, Jitesh was Senior Manager in EY Technology and Life Science practice primarily responsible for accounting and auditing services to ensure compliance with USGAAP, IFRS, PCAOB and SEC reporting requirements. Jitesh consulted with client and lead teams through service offerings, including SOX audits, regulatory compliance, internal controls material weakness remediation, process optimization, IPOs, M&A, due diligence, ERP system implementations, adoption of emerging accounting standards under USGAAP and IFRS.

Professional Qualifications
Certified Public Accountant
Chartered Accountant
Bachelor of Commerce (Accounting)

Event Details:

In-Person
7:30 am Registration and Continental Breakfast
8:00 am Presentation
9:30 am Close

By registering to attend, you are confirming you have been vaccinated, boosted and you are not displaying cold or flu-like symptoms and not been exposed to or tested positive for COVID-19 within the past five days.

Masks are not mandatory but welcomed.

Registration closes at 4:30pm the day before the event.

Meal Type

Continental Breakfast

 

CPE Credits

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

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

Unlimited available
Chapter Member (PD 8-30)Free

Please fill in all required fields

Unlimited available
Chapter Partner (PD 8-30)Free

Please fill in all required fields

Unlimited available
Qualified Guest (PD 8-30)$10.00

Please fill in all required fields