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Submission: On November 15 via api from US — Scanned from DE
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2023 Year-End Technical Update → 11 . 28 – 12 . 01 → New York , NY + Text goes here X Learn More Text goes here X 7:00 PM Session Name Room Name This session is going inspire you to be great! Register Question Answer Don Fancher Principal, Risk & Financial Advisory, Deloitte Financial Advisory Services LLP 12 pm Welcome and Introductions Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. RSVP Text goes here X Course description: Enter Description Course description: Enter Description 5:00pm – 5:15pm Meet & greet: Make sure to arrive early to meet our speakers. Speaker Name 5:00pm – 5:15pm Meet & greet: Make sure to arrive early to meet our speakers. Make sure to arrive early to meet our speakers. 12 pm Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. Speaker Name Short speaker biography. Speaker Name Short speaker biography. 12 pm Welcome and Introductions Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. RSVP Text goes here X 12 pm Welcome and Introductions Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. RSVP Text goes here X 12 pm Welcome and Introductions Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. RSVP Text goes here X 5:00pm – 5:15pm Meet & greet 12 pm Welcome and Introductions Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. RSVP Text goes here X Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Course description: Enter Description Don Fancher Principal, Risk & Financial Advisory, Deloitte Financial Advisory Services LLP Register Now Text goes here X About About Agenda Speakers CPE Contact us Nov 28th – Dec 1st , 2023 2023 Year-End Technical Update Register Now Text goes here X 30 Rockefeller Plaza 30 Rockefeller Plaza, 41st floor New York , NY 10112 November 28 – December 1 , 2023 2023 Year-End Technical Update A virtual CPE week for private and public companies Register Now Text goes here X 30 Rockefeller Plaza 30 Rockefeller Plaza, 41st floor New York , NY 10112 Virtual seminar details Join us for Deloitte Private’s 2023 Year-End Technical Update program featuring four days of programming in a virtual environment. This year’s program will include interactive video webcasts for both private and public companies with subject-matter specialists providing insights and practical guidance around various emerging issues and technical accounting topics. Our CPE Week has been designed to allow you to attend the sessions of greatest interest to you. Check out the agenda below, then register and select the sessions you want to attend. It’s your credit, your way. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn and earn: Deloitte specialists will be leading sessions, sharing insights, and answering your questions. Participants may qualify for 1 CPE credit for each general session they attend. Additional CPE credits for bonus sessions offered may vary. This event may qualify you for CPE Credits. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly. This event may qualify you for CPE Credits. Learn More ABOUT CPE Text goes here X Agenda All sessions are offered free to registrants. Day 1 | Monday, November 27 1:00PM-2:00PM EST CPE week kick-off: US economic update Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Know more Text goes here X 2:30-3:30 PM EST Leveraging M&A and restructuring to enable resilience in an uncertain market Speaker presentation by our Co-Founders Timothy Staples and Jeffrey Hunt. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Know more Text goes here X 4:00-5:00 PM EST Navigating internal controls and the new lease accounting standard for private companies “What Makes an Effective Virtual Event?” is a roundtable panel, hosted by moderator Leslie Patel. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Know more Text goes here X 4:00PM-5:00PM EST Digital transformation – The future of controls Network with other event professionals at an on-site happy hour, sponsored by Logo Co. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Know more Text goes here X Day 1 | Tuesday, November 28 1:00PM-2:00PM EST Economic update and kick-off Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 2:30PM-3:30PM EST The quantified organization: unlocking value and trust with workforce data and AI Speaker presentation by our Co-Founders Timothy Staples and Jeffrey Hunt. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 4:00PM-5:00PM EST Risk management and governance of digital assets “What Makes an Effective Virtual Event?” is a roundtable panel, hosted by moderator Leslie Patel. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 4:00PM-5:00PM EST Digital transformation – The future of controls Network with other event professionals at an on-site happy hour, sponsored by Logo Co. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Know more Text goes here X Day 2 | Wednesday, November 29 1:00PM-2:00PM EST Implications of generative AI in business Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 2:30PM-3:30PM EST Tax planning and controversy update for stakeholders of the family enterprise Speaker presentation by our Co-Founders Timothy Staples and Jeffrey Hunt. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 4:00PM-5:00PM EST Public company technical accounting update “What Makes an Effective Virtual Event?” is a roundtable panel, hosted by moderator Leslie Patel. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 4:00PM-5:00PM EST Public company technical accounting update Network with other event professionals at an on-site happy hour, sponsored by Logo Co. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Know more Text goes here X Day 3 | Thursday, November 30 1:00PM-2:00PM EST To what extent does trust in ESG information influence investor behavior? Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 2:30PM-3:30PM EST Washington update: Year-end legislative status, tax policy developments, and what to expect ahead of the 2024 elections Speaker presentation by our Co-Founders Timothy Staples and Jeffrey Hunt. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 4:00PM-5:00PM EST Private company accounting update “What Makes an Effective Virtual Event?” is a roundtable panel, hosted by moderator Leslie Patel. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 4:00PM-5:00PM EST Public company technical accounting update Network with other event professionals at an on-site happy hour, sponsored by Logo Co. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Know more Text goes here X Day 4 | Friday, December 1 11:30AM-12:30PM EST Future of climate technology Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 1:00PM-2:00PM EST M&A and restructuring strategies: The path to thrive Speaker presentation by our Co-Founders Timothy Staples and Jeffrey Hunt. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 2:30PM-3:30PM EST Power of ‘I’ in equity “What Makes an Effective Virtual Event?” is a roundtable panel, hosted by moderator Leslie Patel. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn more Text goes here X 4:00PM-5:00PM EST Digital transformation – The future of controls Network with other event professionals at an on-site happy hour, sponsored by Logo Co. * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Know more Text goes here X Agenda 12:00 PM Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message. 1:00 PM Speaker presentation by our Co-Founders Timothy Staples and Jeffrey Hunt. 2:00 PM “What Makes an Effective Virtual Event?” is a roundtable panel, hosted by moderator Leslie Patel. Agenda 11 / 28 / 23 – 12 / 01 / 23 11:30am – 1:30pm EST 8:00am - 9:00am Breakfast Join us in the Deloitte Greenhouse Café for an optional breakfast to start the day Optional Speaker Name 9:00am - 5:00pm Deloitte Greenhouse Breakthrough Lab Breaks and meals will be provided throughout the day Optional Speaker Name 11 / 28 / 23 – 12 / 01 / 23 11:30am – 1:30pm EST 9:00am - 10:00am Meet & greet: Make sure to arrive early to meet our speakers. Optional Speaker Name 10:00am - 11:00am Breakfast [Optional] Join us in the Deloitte University Market Alcove to meet other attendees Optional Speaker Name 11:00am - 3:00pm Deloitte Greenhouse Breakthrough Lab Workshop Sessions Optional Speaker Name Agenda Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition. Featured speakers and moderators Ira Kalish Chief Global Economist Deloitte Touche Tohmatsu Ltd. Wolfe Tone Vice Chair, US & Global Deloitte Private Leader Deloitte Tax LLP Robin Jones Principal, Human Capital Chief Marketing and Research Officer Deloitte Consulting LLP Michael Griffiths Principal, Workforce Transformation Deloitte Consulting LLP David Parent Detroit Managing Principal Deloitte Consulting LLP Meghan Burns Manager Deloitte Services LP Seth Connors Senior Manager Deloitte & Touche LLP Richard Rosenthal Principal Deloitte & Touche LLP Kevin Zinser Partner Deloitte Tax LLP Kate Schmidt COO, Deloitte AI Strategic Growth Offering Deloitte Consulting LLP Carina Ruiz Silicon Valley Managing Partner, Advisory Partner Deloitte & Touche LLP Spencer Paul Senior Manager Deloitte Tax LLP Tracy Tinnemeyer Senior Manager, Washington National Tax, Deloitte Tax LLP Jared Lowe Senior Manager Washington National Tax, Deloitte Tax LLP Courtney Reitman-Deinlein Managing Director, Private Wealth Tax Deloitte Tax LLP Doug Rand Managing Director, National Office, Accounting & Reporting Services Deloitte & Touche LLP Featured speakers and moderators Marla Lewis Partner, National Office, Accounting & Reporting Services Deloitte & Touche LLP Roger Arrieux East Region Marketplace Leader & New York Managing Partner Deloitte & Touche LLP Don Fancher TBD Michael Bondar Principal, Risk & Financial Advisory Deloitte Transactions and Business Analytics LLP Chris Ruggeri Sustainability, Climate, Equity Leader, Risk & Financial Advisory, Deloitte Transactions and Business Analytics LLP Chris Ruggeri TBD Heather Gates Managing Director, National Audit & Assurance Private Growth Leader Deloitte & Touche LLP Shahira Knight Managing Principal, Policy & Government Relations Deloitte Consulting LLP Jeffrey Kummer Managing Director, Tax Policy, Washington National Tax Deloitte Tax LLP Adam Moehring Partner Deloitte Tax LLP Barrett Daniels Partner, US IPO Services Leader Deloitte & Touche LLP Jonathan Prejean Managing Director, Accounting & Reporting Transformation Deloitte & Touche LLP Kirsten Vosen Partner, US Private Audit & Assurance Private Leader Deloitte & Touche LLP John Mennel Managing Director and Assets and Alliances Leader in Sustainability, Climate & Equity practice Deloitte Consulting LLP Dilip Krishna Managing Director, National Office, Accounting & Reporting Services Deloitte & Touche LLP Katherine M. Scherer Central Region Market Leader, Chicago Managing Partner Deloitte & Touche LLP Will Braeutigam Partner, Deloitte & Touche LLP Susan Dettmar Principal Deloitte Consulting LLP Will Frame CEO Deloitte Corporate Finance LLC Jason Langan Partner Deloitte & Touche LLP Ryan Stecz Partner Deloitte Tax LLP Kevan Flanigan Principal Deloitte Transactions and Business Analytics LLP Joanne Stephane Executive Director Deloitte’s DEI Institute™ Heather McBride Leef Managing Director Deloitte’s DEI Institute™ Kashima Atwood Senior Manager Deloitte’s DEI Institute™ Kwasi Mitchell Principal, Chief Purpose & DEI Officer Deloitte US Speakers Phyllis Smith Phyllis Smith will be speaking about their experience working as an event marketer. Gregory Shaw Gregory Shaw will be speaking about their experience as an art director and organizer of design events. Speaker Phyllis Smith Phyllis Smith will be speaking about their experience working as an event marketer. Gregory Shaw Gregory Shaw will be speaking about their experience as an art director and organizer of design events. Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth. Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth. Accommodations TBD Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn More Text goes here X Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth. Transportation TBD Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn more about CPE Text goes here X Agenda 8:00am - 9:00am Breakfast 9:00am - 5:00pm Deloitte Greenhouse Breakthrough Lab 5:00pm – 5:15pm Meet & greet 5:00pm – 5:15pm Meet & greet 5:00pm – 5:15pm Meet & greet Join us for Deloitte Private’s 2023 Year-End Technical Update program featuring four days of programming in a virtual environment. This year’s program will include interactive video webcasts for both private and public companies with subject-matter specialists providing insights and practical guidance around various emerging issues and technical accounting topics. Our CPE Week has been designed to allow you to attend the sessions of greatest interest to you. Check out the agenda below, then register and select the sessions you want to attend. It’s your credit, your way. Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn More Text goes here X Venue 30 Rockefeller Plaza 30 Rockefeller Plaza, 41st floor New York , NY , 10112 Enhance your user experience and build brand equity with your design vernacular. Venue Directions Text goes here X Frequently Asked Questions What types of payment do you accept? Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition. Do you offer military, senior citizen, or other discounts? Organically grow the holistic world view of disruptive innovation via workplace diversity and empowerment. Are there ID requirements to enter the event? Organically grow the holistic world view of disruptive innovation via workplace diversity and empowerment. What are your terms and conditions? Organically grow the holistic world view of disruptive innovation via workplace diversity and empowerment. Event countdown The Final Countdown! Time left for the event 13 days 0 hours 22 minutes 50 seconds The countdown doesn't work if the event start date is set to TBD Additional information Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly. Register Now Text goes here X © Copyright Your Brand Name Here. Add Optional Links Additional information Location guidelines This is an optional text element for details specific to the venue. It can be hidden but the Deloitte guidelines is required. The LOCATION NAME will follow strict safety guidelines to ensure the overall safety of participants. * Guideline 1 * Guideline 2 * Guideline 3 * Guideline 4 Deloitte guidelines Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly. We strive to host inclusive, accessible events that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please note on the Registration form. The safety and well being of our guests is our top priority. Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19. * The host asks that all guests are fully vaccinated prior to attending this celebration event. * Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19. * Deloitte policy expects all guests (Deloitte employees, clients and external guests) to be fully-vaccinated (two weeks after second dose in a two-dose series or two weeks after a single-dose vaccine) prior to attending an event or program. * Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19. * For more information regarding COVID-19 health and safety protocols, please visit the FAQs here. Learn more Text goes here X Questions? Contact us Learn More Text goes here X Event countdown The Final Countdown! Time left for the event 13 days 0 hours 22 minutes 50 seconds The countdown doesn't work if the event start date is set to TBD See you in The Final Countdown! Time left for the event 13 days 0 hours 22 minutes 50 seconds The countdown doesn't work if the event start date is set to TBD Kamini Ravi Teja is a host of exceptional ability. Studies show that a vast majority of guests attending events by Kamini Ravi have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth. QUESTIONS? CONTACT US Text goes here X Deloitte.com Deloitte.com Unsubscribe Manage email preferences Legal Privacy Deloitte 30 Rockefeller Plaza New York, NY 10112-0015 United States About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms. Copyright © 2023 Deloitte Development LLC. All rights reserved. [confirmation_headline] [confirmation_messaging] ADD TO CALENDAR Text goes here X CONTACT US Text goes here X Add to Calendar Google Outlook Apple Yahoo [confirmation_headline] Your Receipt Order Number: #TEST123-1234567-987654 Description General Admission price quantity fee total $4.00 1 $1.00 $5.00 Description VIP Start: Mon May 16th 7:00pm End: Mon May 16th 10:00pm price quantity fee total $8.00 2 $2.00 $20.00 Total: $25.00 [confirmation_messaging] Add to Calendar Google Outlook Apple Yahoo CPE credit information Course description Course description Learning objectives Participants will: Additional information CPE credit is only awarded for participation in the live program, and not a recording of the presentation. Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit. CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars. Delivery method Virtual Instructor-Led (Group Internet-Based) Course level Overview Recommended credit amount Total credit here Recommended subject area Type of credits here Registration method Virtual registration Attendance method Webinar technology Pre-requisites N/A Advanced preparation N/A Questions/concerns Contact name hyperlinked NASBA Sponsor Statement Click here to access the NASBA Sponsor Statement REGISTER NOW Text goes here X Agenda Title Agenda description Course description Name Title Company Speaker bio Economic update and kick-off Time: 1:00–2:00 PM ET Description: Following a welcome from Wolfe Tone, Deloitte Private Leader, learn more about the ongoing US economic climate from Deloitte’s Chief Global Economist, Ira Kalish. During this session, we’ll discuss: * Current economic conditions affecting the United States * Which economic factors may impact businesses over the coming year * New and emerging technologies that may change how we work and engage Session speaker: Ira Kalish, Chief Global Economist, Deloitte Touche Tohmatsu Ltd. Session moderator: Wolfe Tone, Vice Chair, US & Global Deloitte Private Leader, Deloitte Tax LLP The quantified organization: unlocking value and trust with workforce data and AI Time: 2:30–3:30 PM EST Description: As work becomes increasingly digital, organizations have access to an unprecedented volume of newly available data, and efforts to track work and the workforce are accelerating. But in the rush to adopt such new tools, could organizations be alienating their workers and undermining the very productivity they are attempting to optimize? We’ll discuss: * Responsible use of workforce data to create trust and a shared value among the organization * Using workforce data to advance organizational strategy * Next steps organizations can take to navigate the future of work Session speakers: Robin Jones, Principal, Human Capital Chief Marketing and Research Officer, Deloitte Consulting LLP Michael Griffiths, Principal, Workforce Transformation, Deloitte Consulting LLP Session moderator: David Parent, Detroit Managing Principal, Deloitte Consulting LLP Risk management and governance of digital assets Time: 4:00–5:00 PM ET Description: While the accelerated growth of the blockchain and digital assets industry has slowed, opportunities for investment still exist. The path forward involves not only understanding how you will engage with blockchain and digital assets but understanding the ever-changing global regulatory environment. We’ll discuss: * Blockchain and digital asset industry trends * Implications of various regulatory updates * Use cases and related risks and control impacts Session speakers: Meghan Burns, Manager, Deloitte Services LP Seth Connors, Senior Manager, Deloitte & Touche LLP Richard Rosenthal, Principal, Deloitte & Touche LLP Session moderator: Kevin Zinser, Partner, Deloitte Tax LLP Implications of generative AI in business Time: 1:00–2:00 PM EST Description: Generative AI (Gen AI) can mimic the human creative process by creating novel data similar to the kind it was trained on, elevating AI from enabler to (potentially) co-passenger. In fact, Gartner estimates that more than 10% of all data will be AI-generated by as early as 2025, heralding a new age, the Age of With™. Although early traction has been through consumer releases, which could be era-defining, Gen AI also has the potential to add contextual awareness and human-like decision-making to enterprise workflows and could radically change how we do business. In this session, we’ll discuss: * How companies are using this new technology to improve business operations * How companies can integrate Gen AI into their overall strategies Session speaker: Kate Schmidt, COO, Deloitte AI Strategic Growth Offering, Deloitte Consulting LLP Session moderator: Carina Ruiz, Silicon Valley Managing Partner, Advisory Partner, Deloitte & Touche LLP Tax planning and controversy update for stakeholders of the Family Enterprise Time: 2:30–3:30 PM EST Description: There are many factors affecting potential legislative changes to tax policy; most notably, the 2024 elections when control of the House, Senate and White House will be at stake. The results of the elections will provide a preview for the path tax policy discussions may take. All of this is set against the backdrop of income and transfer tax provisions that are scheduled to sunset in the next few years, and increased IRS focus on family enterprises, their businesses and investment assets. Thus, no matter the lens through which you view potential tax policy changes, family enterprises should be planning for potential legislative changes and should be prepared to execute. We will explore the : * Increased IRS focus on individuals, their businesses and investment assets * Implications to wealthy taxpayers as a result of the Inflation Reduction Act * Planning for income and transfer tax provisions that are scheduled to sunset in the next few years Session speakers: Spencer Paul, Senior Manager, Deloitte Tax LLP Jared Lowe, Tax Managing Director, Deloitte Tax LLP Session moderator: Courtney Reitman-Deinlein, Managing Director, Private Wealth Tax, Deloitte Tax LLP Public company technical accounting update Time: 4:00–5:00 PM EST Description: Get up to speed on public company technical accounting topics, new accounting standards, and Securities and Exchange Commission (SEC) regulatory updates, including the Financial Accounting Standards Board (FASB) standard-setting updates, financial reporting trends, and an SEC update. We’ll discuss: * Public company technical accounting topics * New and proposed accounting standards * FASB and SEC regulatory updates Session speakers: Doug Rand, Managing Director, National Office, Accounting & Reporting Services, Deloitte & Touche LLP Marla Lewis, Partner, National Office, Accounting & Reporting Services, Deloitte & Touche LLP Session moderator: Roger Arrieux, East Region Marketplace Leader & New York Managing Partner, Deloitte & Touche LLP To what extent does trust in ESG information influence investor behavior? Time: 1:00–2:00 PM EST Description: Stakeholders expect organizations to do the right things and do them well. These expectations range from product quality enhancements to entrusting an organization to safeguard one’s private data to requiring a company to have a strong stance on diversity, equity, and inclusion (DEI) issues. To more effectively compete in today’s environment, companies should build “Trust equity” and leverage Environmental, Social, and Governance (ESG) commitments as a valuable asset. We’ll discuss: * The Impact of Trust on organizational performance * The various factors influencing trust for organizations, including ESG * Actions that organizations can take to better manage its ESG commitments and build “trust equity” to improve performance, generate value, and build resilience Session speakers: Michael Bondar, Principal, Risk & Financial Advisory, Deloitte Transactions and Business Analytics LLP Chris Ruggeri, Sustainability, Climate, Equity Leader, Risk & Financial Advisory, Deloitte Transactions and Business Analytics LLP Session moderator: Heather Gates, Director, National Audit & Assurance Private Growth Leader, Deloitte & Touche LLP Washington update: Year-end legislative status, tax policy developments, and what to expect ahead of the 2024 elections Time: 2:30–3:30 PM EST Description: This presentation will provide an update on the current tax legislative landscape in Washington and set the stage for a number of key action-forcing deadlines facing lawmakers in the coming months on issues such as funding government operations for the coming fiscal year as well as other “must-pass” legislation. We’ll discuss: * The tax policy platforms of Democrats and Republicans * The U.S. legislative reaction and potential responses to OECD tax discussions * What kinds of tax legislative changes may be possible in a divided government this year and in the run-up to the 2024 presidential and congressional elections Session speakers: Shahira Knight, Managing Principal, Policy & Government Relations, Deloitte Consulting LLP Jeffrey Kummer, Managing Director, Tax Policy, Washington National Tax, Deloitte Tax LLP Session moderator: Adam Moehring, Partner, Deloitte Tax LLP Private company accounting update Time: 4:00–5:00 PM EST Description: In today’s market, regulatory or otherwise, Private companies can have a lot of information to sort through and consider in terms of accounting needs and more. Whether it’s preparing for the next Initial Public Offering (IPO) window or understanding technical accounting requirements such as CECL (the Current Expected Credit Loss accounting standard), timing can be critical and prioritizing the appropriate focus areas can be challenging. We’ll discuss: * The current state of the IPO market * How to discover valuable insights into the readiness of an organization looking to go public via our free and easy to use tool, IPO SelfAssess * CECL regulatory updates Session speakers: Barrett Daniels, Audit & Assurance Partner, US IPO Services Leader, Deloitte & Touche LLP Jonathan Prejean, Audit & Assurance Managing Director, Accounting & Reporting Transformation, Deloitte & Touche LLP Session moderator: Kirsten Vosen, Audit & Assurance Partner, US Private Audit & Assurance Private Leader, Deloitte & Touche LLP Future of climate technology Time: 11:30 AM–12:30 PM EST Description: Organizations that thrive anticipate the tides of change and take a proactive approach of embedding bold solutions into their corporate strategy. Yet as it relates to sustainability, roughly 30 to 40 percent of the decarbonization technologies we will deploy in the future are not yet mature or do not yet exist. How then do companies prepare? Join us as we explore ground-breaking climate technology and how organizations can leverage GreenSpace Tech, a solution that supports organizations in pursuing cutting-edge hard tech solutions. In this session, we will discuss: * How we are using GreenSpace Tech to connect climate technology innovation with industry to accelerate adaptation and decarbonization * The imperative to collaborate today in preparation for tomorrow’s technologies Session speakers: John Mennel, Managing Director and Assets and Alliances Leader in Sustainability, Climate & Equity practice, Deloitte Consulting LLP Dilip Krishna, Managing Director, National Office, Accounting & Reporting Services, Deloitte & Touche LLP Session moderator: Katherine M. Scherer, Central Region Market Leader, Chicago Managing Partner, Deloitte LLP M&A and restructuring strategies: The path to thrive Time: 1:00–2:00 PM EST Description: What are the major factors influencing M&A and restructuring strategies? What opportunities do companies have to thrive in the current economic climate? We’ll discuss: * Navigating to new horizons by rethinking funding strategies, capital allocations, regulatory hurdles, cash reserves and private capital, valuation modeling, and impact investment * Building a resilient company through synergy realization including performance and cost management, portfolio optimization, and opportunistic deals to safeguard supply chain * Charging the growth engine by transforming business models, capturing opportunities through alliances and partnerships, and investing in disruptive innovation Session speakers: Will Braeutigam, Partner, Deloitte & Touche LLP Susan Dettmar, Principal, Deloitte Consulting LLP Will Frame, CEO, Deloitte Corporate Finance LLC Jason Langan, Partner, Deloitte & Touche LLP Ryan Stecz, Partner, Deloitte Tax LLP Session moderator: Kevan Flanigan, Principal, Deloitte Transactions and Business Analytics LLP Power of ‘I’ in equity Time: 2:30–3:30 PM EST Description: From boardroom tables to kitchen tables, many are having conversations about equity and what needs to change. In the workplace, we often look to leaders to fix systems and address systemic biases. We hope these “top-down” changes result in a more equitable landscape for all individuals of an organization and its vendors, customers, and clients. But many of us wonder what does working toward the ultimate goal of a more equitable organization and society mean for those of us who aren’t in the C-suite and/or don’t have “diversity, equity, inclusion, and belonging” in our job title? Do we also play a role? The power of the “I” refers to the power all individuals have, across all levels of the organization, from C-suite executives and middle managers to frontline workers, to make a difference. Whether through extending your access and influence on existing efforts, active support of new initiatives, or visibly sponsoring actions, you can make a difference. Identifying your role means acting within your capacity and joining others to drive equitable outcomes. We’ll discuss: * Seven practices that the Deloitte's Diversity, Equity, and Inclusion (DEI) Institute established to help to develop a holistic approach toward equity. * How individuals can engage in these practices and how self-reflection can be critical as they practice. Session speakers: Joanne Stephane, Executive Director, Deloitte’s DEI Institute™ Heather McBride Leef, Managing Director, Deloitte’s DEI Institute™ Session moderator: Kwasi Mitchell, Chief Purpose & DEI Officer, Deloitte US Agenda Title Time Description: Course description * Speaker name * Speaker name * Speaker name Session speaker: Course description Session moderator: Course description Ira Kalish Chief Global Economist Deloitte Touche Tohmatsu Ltd. Dr. Ira Kalish is the Chief Global Economist of Deloitte Touche Tohmatsu Ltd. He is a specialist in global economic issues as well as the effects of economic, demographic, and social trends on the global business environment. He has written about the economies of Western Europe, Eastern Europe, Southeast Asia, China, Japan, Mexico and South America, and has also written extensively on global consumer markets. He is the principal author and editor of Deloitte’s Weekly Global Economic Update. Dr. Kalish provides thought leadership and perspectives on economic issues, including their expected impact on business operations and trends, to Deloitte clients as well as Deloitte leadership. He has given numerous presentations to corporations and trade organizations on topics related to the global economy. Dr. Kalish also serves on the Business at OECD Economic Policy Committee which advises the OECD on macroeconomic policy issues. In addition, he serves on the World Economic Forum’s Community of Chief Economists. He is widely traveled and has given presentations in 47 countries on six continents. Dr. Kalish has been widely quoted in the news media; his remarks have been published by the Wall Street Journal, The Economist, The Financial Times, Reuters, and The Washington Post. He has appeared on CNN, CBS News, CNBC, PBS and BBC World Service. Prior to his work at Deloitte, Dr. Kalish was chief economist at Retail Forward, a director at PwC, vice president at Bankers Trust, corporate economist at the Eastman Kodak Company, and researcher at the Institute for International Economics. Dr. Kalish holds a bachelor’s degree in economics from Vassar College and a PhD in international economics from Johns Hopkins University. He lives in Los Angeles, CA with his wife and daughters. Wolfe Tone Vice Chair, US & Global Deloitte Private Leader Deloitte Tax LLP Wolfe is the leader of Deloitte Private for the US and globally. With offices in more than 80 countries, Deloitte professionals address the unique needs of private companies and their stakeholders leveraging the network’s business expertise and industry capabilities to serve mid-and large-sized private businesses. As the US leader of Deloitte Private, Wolfe oversees a segment of the firm serving more than 8,500 clients including privately held businesses, family enterprises, family offices, private equity funds and related portfolio companies, emerging growth companies, and high-net worth individuals. In both the US and around the globe, Deloitte Private connects founders and executives of these organizations to a network of ideas, knowledge, and experiences, providing audit and assurance, tax, consulting, and risk and financial advisory services to help them address today’s complex challenges and identify tomorrow’s opportunities. Wolfe is also actively engaged as a client service partner, leading multi-disciplined engagement teams that provide a variety of services including tax compliance and consulting, financial and risk advisory services, corporate restructuring support, M&A diligence, IPO planning, cyber risk solutions, technology transformations, and attest services. Wolfe and his wife reside in the suburbs of Chicago and are blessed with two wonderful children and a pair of very active Labradors. When Wolfe is not supporting his kids and their activities, he enjoys fishing, traveling the world, and cheering for his beloved Iowa Hawkeyes. Robin Jones Principal, Human Capital Chief Marketing and Research Officer Deloitte Consulting LLP Robin is a Principal with 22 years of organization and workforce transformation consulting experience. She spent the majority of her career advising business leaders of Technology, Media, and Telecommunications companies through complex business transformations. With a focus on the Future of Work, Robin advises senior executives as they contemplate how data, technology and societal changes are impacting the work, workforce, and workplace. At Deloitte, Robin leads Workforce Transformation with end-to-end responsibility for the market, services, and talent, and serves on the CEO’s Marketplace Leadership Team in Deloitte Consulting. Robin holds a PhD in Civil and Environmental Engineering from Georgia Tech and an MS in Architecture and BS in Interior Design from Cal Poly, San Luis Obispo. Michael Griffiths Principal, Workforce Transformation Deloitte Consulting LLP Michael Griffiths is a principal in Deloitte’s Workforce Transformation practice, specifically leading Deloitte’s Workforce Development market offerings. These global offerings drive the market in learning transformations, knowledge management, leadership development and assisting clients to become skills based. Michael is an author and lead for Deloitte’s Global Human Capital Trends Survey and Report. He is well published in the field of learning and talent and is the leading market voice on becoming a skills-based organization. Brian Umbenhauer US Deloitte Private Consulting Leader Deloitte Consulting LLP Brian Umbenhauer is the US National Managing Principal for the Consumer Industry and Private businesses at Deloitte Consulting LLP. Brian’s passion is leveraging the diversity of his team to creatively solve complex business issues and deliver purpose-driven, sustainable value for clients. With 27 years of industry and management consulting experience in Consumer and Industrial Products and Retail, Brian is known for creating a high-performance, inclusive culture that enables his team to grow and thrive as leaders of tomorrow. He founded Deloitte’s The Smart Factory @ Wichita – a net-zero, immersive environment that enables clients to prototype how technology will impact the ‘future of’ their business. This innovation also created Smart Factory Believers, a global program powered by a Deloitte-led ecosystem, designed to foster STEM education in underserved areas and inspire the workforce of the future. Brian lives in Chicago with his family and enjoys traveling, sports, and music. Seth Connors Senior Manager Deloitte & Touche LLP Seth is a senior manager in the Risk & Financial Advisory Risk & Resilience practice, specializing in the area of assurance. Seth developed the US firms’ national crypto and blockchain SOC 2 third party assurance framework that has been used on multiple engagements and has delivered crypto and blockchain learning sessions to thousands of professionals. Seth has over seven years of direct experience in the crypto and blockchain marketplace and was previously a miner on the Bitcoin blockchain. He has over 13 years of experience in information security, has led several global engagements, and more recently led a series of blockchain risk-related projects. Kevin Zinser Partner Deloitte Tax LLP Kevin is a Tax Partner in the North Texas region, and is the National Tax Leader of Deloitte Private, while also serving as Lead Tax Partner on several Global Public and Private Company clients. Kevin has twenty-two years of public accounting experience serving a wide range of industries, including medical services, technology, manufacturing and distribution, transportation, wine & spirits, and financial services industries. Kevin has a strong ASC740 background, leads complex Partnership restructuring, has facilitated global mergers and acquisitions, and has guided clients through Private Equity investments and Initial Public Offerings. As a Lead Tax Partner, Kevin is dedicated to ensuring overall client service satisfaction while leading a proactive, experienced team of specialists. Kate Schmidt COO Deloitte AI Strategic Growth Offering Deloitte Consulting LLP Kate Schmidt is the Chief Operating Officer for Deloitte’s Artificial Intelligence (AI) Strategic Growth Offering, leveraging data and AI technology to unlock innovative solutions for Deloitte to take to market for clients. She focuses on delivering performance whether she’s working business and technology transformation or leading cross-functional, global strategic programs that support Deloitte’s AI Institute, where she formerly served as director of operations. Kate possesses deep experience in global Oracle enterprise resource planning (ERP) financial transformations and has led wide-ranging, cross-functional custom development programs. She is a knowledgeable and frequent collaborator on topics related to AI, speaking publicly on the topic. In addition to AI, Kate’s specialties include custom SharePoint development, cross-functional business transformation, and go-to-market strategy. She holds a bachelor’s in international political economy from the University of Puget Sound. Spencer Paul Senior Manager Deloitte Tax LLP Spencer represents the private wealth clients of Deloitte globally against the Internal Revenue Service and other taxing authorities. He also works with attorneys, advisors, appraisers, and outside CPAs to consult on their client's tax controversy. Spencer specializes in global-high-wealth (aka IRS Wealth Squad), high-income initiative, and estate & gift tax examinations and/or appeals and typically defends over 100 examinations each year. Absent an active examination, Spencer advises taxpayers on the state of the IRS, and provides pre-audit consultations and 'mock' exams. Tracy Tinnemeyer Senior Manager Washington National Tax, Deloitte Tax LLP Tracy Tinnemeyer is a Senior Manager in Washington National Tax. She has been with Deloitte Tax for almost 24 years, focusing on income, trust and wealth transfer tax planning for wealthy individuals, family groups, and closely-held business owners. Tracy graduated from the University of Pittsburgh School of Law and the University of Richmond, cum laude. Prior to joining Deloitte Tax, she was an associate attorney for Goehring Rutter & Boehm, P.C., in Pittsburgh, specializing in estate planning and family law. Tracy is admitted to the bars of the Commonwealth of Pennsylvania and the State of New Jersey (inactive). She is an active member of the Pennsylvania and Allegheny County Bar Associations’ Tax and Probate Sections and the Pittsburgh Estate Planning Council. Courtney Reitman-Deinlein Managing Director, Private Wealth Tax Deloitte Tax LLP Courtney is a managing director in the Private Wealth Tax group based out of the Cincinnati office. She is the national leader of the Estate, Gift, Trust, and Charitable Competency group and a regional leader for the Individual Income Tax Competency for Deloitte Tax. She is a recognized leader of Deloitte’s Private Wealth industry leadership team. She has more than 20 years of experience providing income tax, trust, gift, and estate planning services to high net worth individuals, family offices, and closely-held businesses and their owners. She is passionate about providing her clients the high-quality tax reporting and planning services that meet their goals and objectives. Courtney's clientele include large multi-generational families and business owners which present not only a multitude of tax issues but also intriguing family dynamic structures. She has provided inherited and multi-generational wealth families and family business owners with creative and efficient transfer planning strategies. She has assisted her clients in the creation of tailored estate and trust structures that meet their current and long-term goals and objectives. Doug Rand Managing Director, National Office, Accounting & Reporting Services Deloitte & Touche LLP Doug is a managing director in Deloitte’s National Office – Accounting and Reporting Services focusing on SEC reporting, ESP reporting, IPOs and SPAC transactions. He consults on technical SEC reporting matters, reviews SEC filings, advises clients on transactions and interpretations of SEC reporting literature, and develops Deloitte's SEC and ESG publications. He has experience serving clients in a variety of industries including industrial production, aerospace and defense, real estate, power and utilities, and technology. He has experience with a wide range of technical accounting (US GAAP and IFRS) and auditing (PCAOB and AICPA) matters. Marla Lewis Partner, National Office, Accounting & Reporting Services Deloitte & Touche LLP Marla is a partner in Deloitte’s National Office Accounting and Reporting Services group, in which she is a part of the Income Taxes, Consolidation, and Financial Instruments subject matter teams, focusing on consultation and publication activities. Previously, Marla was a Practice Fellow at the Financial Accounting Standards Board, and led a number of standard-setting projects related to financial instruments. Marla has extensive experience serving clients in the financial services industry in both an audit and advisory capacity, and in helping clients with complex GAAP and SEC reporting matters. Roger Arrieux East Region Marketplace Leader & New York Managing Partner Deloitte & Touche LLP As managing partner of Deloitte’s New York City offices, Deloitte’s US headquarters and largest office, and East Region Marketplace Leader, Roger helps to drive client and business growth and build relationships with community organizations and business and civic leaders. This includes facilitating a multi-disciplinary approach towards serving clients, leading corporate citizenship strategy, and creating and modeling a diverse, equitable, and inclusive culture. Roger is a transformational leader who is widely recognized for his strategic impact, technical savvy, and passion for the community. Roger leads by example in advocating for his teams, social fairness, and equal opportunity, and is committed to developing industry practitioners, next-generation leaders, and seasoned executives. Roger has been making an impact on Diversity, Equity, and Inclusion in both his internal and external roles throughout his career. Roger is one of the mentors and leaders of the Black Boardroom Initiative which commits to working to increase the representation of Black/African Americans across all corporate boards. Attaining this goal aligns board representation with the demographics of the community and reflects the broad, existing pool of talented Black executives. Roger is also a long-standing supporter of various nonprofit organizations that focus on academic acceleration. Roger currently serves as the Chair of the Harlem YMCA Board of Directors, Chair of the Black Achievers in Industry Steering Committee and Chair of the Braven New York Board. He also serves on the National Board of Directors of the A Better Chance and the Braven charitable organizations. Roger participates in leadership activities with the Accountant’s Coalition, Baruch College Dean’s Advisory Council, the NYS Business Council, and many other civic, philanthropic, and professional councils. Roger is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the National Association of Black Accountants, and the Economic Club of New York. Heather Gates Managing Director, National Audit & Assurance Private Growth Leader Deloitte & Touche LLP Heather Gates is a managing director with Deloitte & Touche LLP and has more than 30 years of experience working in the startup and private company space, including 18 years at Deloitte. She serves as both the national Emerging Growth Company (EGC) business leader and the Audit & Assurance Private Growth leader overseeing the firm’s EGC, Private Equity, and Deloitte Private Audit & Assurance teams. She has spent her career cultivating and maintaining strong relationships throughout the private company and investor communities in the San Francisco Bay Area and beyond. In her role as the national leader, she brings the power of the firm to key markets throughout the US. With her vast personal network and knowledge of the industry, Heather has unique insight into the people, institutions, and technologies that shape Silicon Valley. She regularly meets with entrepreneurs and venture capitalists, and has expanded Deloitte's services to leading companies based in the Bay Area and nationally. She also serves as a board member and treasurer for the Churchill Club, a leading Silicon Valley business and technology forum. Shahira Knight Managing Principal, Policy & Government Relations Deloitte Consulting LLP Shahira Knight is the Managing Principal in the Policy & Government Relations (PGR) group of Deloitte LLP. She joined Deloitte in June 2019. Shahira has more than 20 years of experience in government, public policy and government affairs. Prior to joining Deloitte, she held several senior leadership roles in government, including Director of White House Legislative Affairs, where she served as the top liaison between the White House and Congress, and Deputy Director of the White House National Economic Council, where she helped coordinate the administration’s domestic economic policy agenda. Shahira also served as the top policy advisor on the House Ways and Means Committee where she directed the committee’s policy and legislative operations. During her time in the private sector, Shahira worked in the Public Affairs and Policy Group at Fidelity Investments and the policy and government relations group of the Securities Industry and Financial Markets Association (SIFMA). Shahira serves on the Fulbright Foreign Scholarship Board and was a Pritzker fellow at the University of Chicago Institute of Politics. She received her BA in Economics from the University of Virginia and her MA in Economics from George Mason University. Jeffrey Kummer Managing Director, Tax Policy, Washington National Tax Deloitte Tax LLP Jeff specializes in US tax policy. He oversees a team of tax policy professionals who monitor US tax legislative and regulatory developments to develop articles for Deloitte Tax’s weekly newsletter, Tax News & Views, and in-depth publications on issues such as the US deficit and US tax reform. He also provides insights on these same developments to tax leaders throughout the US. His Capitol Hill experience includes working on tax and budget issues for former US Senator and Senate Finance Committee member Steve Symms, R-Idaho. Jeff is a frequent speaker at Deloitte-sponsored tax and industry events, as well as events sponsored by industry groups such as Tax Executive Institute, American Petroleum Institute, and Financial Executives International. Jeff holds a BS in political science from University of Idaho and an MBA from Johns Hopkins University. Adam Moehring Partner Deloitte Tax LLP Adam, Deloitte Tax LLP partner, is the National Tax Legislative Marketplace leader, East Region Tax Strategy Leader and Tax Managing Partner for Boston. Adam has more than 25 years of public accounting experience and serves as the Global Lead Tax Partner on several large US multinational clients. He has significant experience with a variety of tax issues including accounting for income taxes, mergers and acquisitions, international tax issues, and tax compliance. He has spent two years in Deloitte Tax LLP's Management Development Program, where he worked with the Washington National Tax Office's Subchapter C practice focusing primarily on mergers and acquisitions and the US consolidated return regulations. He is a member of the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants. Barrett Daniels Partner, US IPO Services Leader Deloitte & Touche LLP Barrett is an Audit & Assurance partner in Deloitte & Touche LLP's Accounting and Reporting Advisory practice located in the Bay Area as well as the US IPO Services Co-Leader. For the better part of the last two decades, Barrett has been primarily focused on IPO and other transactional advisory services including serving well over 50 IPO and SPAC related engagements. Barrett first joined Deloitte & Touche LLP when his firm, Nextstep Advisory Services LLC, an IPO advisory firm based in the Bay Area, was acquired by Deloitte & Touche LLP. Barrett has additional experience as a senior IPO services partner with a leading specialized advisory firm, chief financial officer of two Bay Area companies, director of accounting for a global cloud-based human capital management provider, and over two decades in public accounting. Barrett has been called upon by some of the top-tier media such as CNBC, Bloomberg, The New York Times, The Wall Street Journal, The Economist, Forbes, Fortune, Yahoo! Finance, TechCrunch, and more to provide insights on the IPO market and recent trends. He holds a Bachelor of Science in Accounting from Florida State University and is a certified public accountant in California. Kirsten Vosen Partner, US Private Audit & Assurance Private Leader Deloitte & Touche LLP With more than 30 years of audit and accounting experience, Kirsten Vosen serves as the Audit & Assurance Private leader, focused on strategic growth in the private segment. In addition, Kirsten serves as the Partner in Charge of Private Company Matters in the National Office Audit Group at Deloitte & Touche LLP. In this role, she is charged with leading the consultation and rollout of our Private Audit Methodology, including leadership involvement in our private company centers of excellence and a variety of global transformation efforts. Jonathan Prejean Managing Director, Accounting & Reporting Transformation Deloitte & Touche LLP Jonathan is a Managing Director in Deloitte’s Banking practice focusing on providing advisory, accounting consultation and audit support services relating to our clients’ capital markets transacting activities and related accounting, risk management and process/control issues. He has technical expertise in accounting for complex equity and debt transaction, derivatives, loans, securitization, mortgage servicing rights, structured finance, and consolidation. Jonathan has over 27 years of experience serving a variety of client types, primarily those in the financial services industry. In addition to public accounting Jonathan participated in an accounting fellowship within the U.S. Treasury’s Office of Financial Stability, which oversaw the Trouble Asset Relief Program (TARP) Jonathan serves in the following roles : 1) Leads the National On-Call Accounting Advisory practice which serves as a subject matter resource to clients on technical accounting matters and leads the financial instruments group within this practice 2) Serves as the Firm’s Credit Specialists leader assisting audit teams with the audit of clients estimate of the Allowance for Credit Losses 3) Advises various audit and non-audit banking clients on technical accounting matters as well as the application of ASC 326 Financial Instruments - Credit Losses (CECL) Dilip Krishna Managing Director Deloitte & Touche LLP Dilip Krishna is a Managing Director in Deloitte Consulting LLP. He is the CTO for Sustainability & Climate and responsible for setting Deloitte’s technology vision as well as engineering solutions with the latest cloud and AI technology to serve clients in this space. In addition to driving the software technology that the firm uses to serve clients in their sustainability, climate and equity needs, Dilip also is focused on setting the direction for Deloitte’s involvement in climate hard-tech. In these roles, he brings his over 25 years of technology, analytics, consulting and industry experience to helping clients effectively apply new and disruptive technology to effect transformative business changes using big data and advanced analytics, AI, cloud and cyber security. Prior to Deloitte, Dilip served as a partner at Teradata Corporation where he oversaw the Professional Services practice in financial services, working closely with large banking clients to implement some of its largest analytics systems. He has worked with government agencies in regulation and transparency, including being called upon to offer expert testimony to the United States Congress. In addition, Dilip has been widely published and quoted in the areas of robotics, AI, risk information and risk architecture. He is a senior editor and contributing author of the Handbook of Financial Data and Risk Information (Cambridge University Press). John Mennel Managing Director and Assets and Alliances Leader in Sustainability, Climate & Equity practice Deloitte Consulting LLP John is a Managing Director and Assets and Alliances Leader in Deloitte’s Sustainability, Climate & Equity practice. He leads a cross-business team, which is developing technology- and analytics-enabled tools to help companies and investors set and implement decarbonization plans, commercialize abatements, and understand climate-related risks. John also led the Responsible Enterprise strategy for Deloitte’s CEO, which included definition of Deloitte’s own net zero goals. John has been focused on sustainability, ESG and purpose for more than decade along with related work on growth strategy, innovation, digital and customer strategy. He has worked with clients in a number of industries, including Public Sector, architecting sustainability-led transformations and has developed many long-term relationships at the CEO and CxO level with Fortune 500 clients. John came to this work through a background in International Public Sector and International Development, where he became deeply interested in the potential for large companies to act as a force for good in the world. Susan Dettmar Principal, M&A Consultative Services US Leader Deloitte Consulting LLP Susan is a Principal with Deloitte Consulting LLP and leads the M&A Consultative Services practice. She is the US Merger Integration and Divestiture Lead, M&A Consultative Services Lead. Susan has spent over 20 years focused on M&A, predominantly Post-Merger Integration and Divestiture. She has supported over 50 deals with a cumulative deal value of $200 Billion. Prior to Deloitte, Susan has served as a Principal at Archstone Consulting, and as Senior Manager at Deloitte. Susan graduated with her MBA – Finance, Marketing, and Operations from the University of North Carolina at Chapel Hill. She also completed MBA from UNC Kenan – Flager Business School and BA from William & Mary. Jasan Langan Partner Deloitte & Touche LLP Jason, a partner with Deloitte & Touche LLP, is the East region managing partner of Merger & Acquisition Transaction Services practice and Deloitte’s National M&A Industry leader for Financial Services. Jason has more than 20 years of experience in financial services, with the last 12 years dedicated to M&A. He has experience providing a wide array of transaction advisory services, including financial due diligence and structuring, and advising US clients on cross-border transactions. Ryan Stecz Partner Deloitte Tax LLP Ryan is a partner with Deloitte Tax LLP in the M&A Transaction Services practice, based in Chicago. Ryan has more than 20 years of public accounting experience including more than 15 years as a dedicated M&A specialist. He has experience in advising financial and strategic buyers on due diligence and deal structuring in a range of industries including consumer and industrial products, healthcare, and technology. Further, Ryan has significant experience advising clients on sell side transactions including the preparation of carve-out financial statements, vendor due diligence reports, tax structuring and modeling exercises, and the tax implications associated with selling S corporations. Ryan’s experience in advising financial and strategic buyers on due diligence and deal structuring in a range of industries has provided him with deep insights into the sell-side process as well as the needs and motivations of acquiring entities. He has been a leading contributor to several articles covering tax aspects of preparing carve-out financial statements and selling S corporations. Ryan has spoken on a variety of M&A sell side related topics including vendor due diligence best practices, tax considerations of carve-out financial statements and selling Subchapter S corporations. He has also been a guest-lecturer at the University of Notre Dame’s Masters in Taxation program. He currently serves as a member of the St. Benedict Preparatory school’s endowment board. Kevan Flanigan Principal, US Deloitte Private Risk & Financial Advisory Leader Deloitte Corporate Finance LLC Kevan is the US Deloitte Private Risk & Financial Advisory leader and also serves as the US Automotive Industry Sector leader for Deloitte’s Risk & Financial Advisory practice. Based in Los Angeles, Kevan has served automotive OEMs and Tier 1 and 2 suppliers as well as automotive aftermarket companies. He has extensive investment banking and financial advisory experience, spanning acquisition, capital raising, and the sale or divestiture process. Kevan previously served as the National Managing Director of Deloitte Corporate Finance LLC, the investment banking subsidiary of the US firm, and a leading provider of investment banking services to the global mid-market. He also served as the Vice Chair of Deloitte Transactions & Business Analytics, and a member of the Board Council to the Deloitte US Board of Directors. Joanne Stephane Executive Director Deloitte’s DEI Institute™ For more than 25 years, Joanne has worked with C-suite executives to define, design, and operationalize their workforce experience vision. She helps clients transform their Talent and HR organizations, strategy through implementation and beyond, to achieve sustainable results. Joanne is eminent on the evolving role of HR, and of the CHRO, in shaping the way enterprises compete, access talent, and curate experiences, and show up in the communities where they operate. She brings this perspective in examining how organizations can and should drive towards racial equity. In addition to serving clients, Joanne also leads Deloitte’s US HR Strategy & Solutions Talent Group in the HR Transformation service offering, is the Chief DEI Officer of Deloitte’s US Human Capital practice, and is the Executive Director of Deloitte's DEI Institute. Joanne primarily focuses in the Consumer Products, Healthcare, and Life Sciences sectors. Heather McBride Leef Managing Director Deloitte’s DEI Institute™ Heather is the managing director leading Deloitte’s Diversity, Equity, and Inclusion (DEI) Institute. Heather has a long-standing passion for equity and belonging and is committed to the collaboration and collective actions necessary to advance successful DEI efforts in the workforce, marketplace, and society. With more than 25 years of experience driving innovative strategic initiatives at Deloitte, Heather most recently served as a senior leader and executive coach with Deloitte’s Chief Executive Program, working closely with CEOs in a wide range of industries and DEI-focused organizations, helping them achieve their aspirations. Prior to the Chief Executive Program, Heather led Deloitte’s office of the CEO, serving as the chief of staff for Deloitte’s first woman CEO, Cathy Engelbert. As a strategic advisor to advance the CEO’s priorities, she collaborated with senior leaders across Deloitte and in external organizations. In that role, she contributed to the launch of Deloitte’s industry leading family leave program, providing up to 16 weeks of paid leave. Heather received a BSBA with an accounting major from Bucknell University in Lewisburg, PA, and is a member of the AICPA and the Pennsylvania Institute of Certified Public Accountants. She received her Executive Coaching Certification from Columbia University and attended Rutgers University’s Senior Leadership Program for Professional Women. Heather is an Associate Certified Coach from the International Coaching Federation (ICF). In 2023, she received NABA INC’s prestigious Ally and Advocate of the Year President's Award for her “outstanding leadership, unwavering dedication, and exceptional work ethic in championing diversity, equity, and inclusion (DEI) to create a more just world." She and her husband Jon reside in Basking Ridge, NJ and have two sons. Thought leadership Heather has authored includes Mental Health Starts at the Top. Kashima Atwood Senior Manager Deloitte’s DEI Institute™ As the leader of Deloitte’s Diversity, Equity, and Inclusion (DEI) Institute™, Kashima is engaged in pursuing sustained equity and belonging. With a purpose-driven focus, Kashima is responsible for driving the strategy of the DEI Institute. She leverages her passion, experience, and knowledge of DEI to oversee the development of actionable, data-based research to advance equitable outcomes. With more than 20 years of experience, Kashima has implemented innovative strategic marketing and business initiatives across multiple industries and sectors. With her exceptional leadership skills and unwavering commitment to making a positive impact, Kashima has been instrumental in helping to embed DEI as a core component of the organization's values and practices. She has served as interim Chief of Staff for Deloitte’s Chief DEI Officer. She’s also a regional leader for Deloitte’s Black & Allies community, providing meaningful connections to foster culture building, education and awareness, and development. She also led strategy, operations, and communications for the Deloitte US Risk & Financial Advisory Global Office and drove the alignment and execution of US Global priorities for the Americas region. Additionally, she served as a marketplace marketer for the Atlanta/Birmingham office, lead client marketer for strategic accounts, and business marketer for Risk & Financial Advisory. She earned her Bachelor of Arts degree in marketing and her Master of Business degree in international business from American InterContinental University. A native of the island of Bermuda, she and her husband reside in Cincinnati with their three children. She co-authored a thought piece titled Committing to DEI goals: Shifting beliefs and orthodoxies. Kwasi Mitchell Principal, Chief Purpose & DEI Officer, Deloitte US Kwasi Mitchell is the US chief purpose and DEI officer at Deloitte. He is responsible for leading the organization-wide strategy that powers Deloitte’s commitment to purpose and DEI that drives a broader impact for our clients, people and the communities in which we live and work. Kwasi built and oversees the organization’s first dedicated Purpose and DEI Office focused on addressing some of the world’s most complex societal issues including diversity, equity and inclusion, sustainability and climate change, education and workforce development, and technology trust ethics. In his role, Kwasi creates pathways of opportunity for our people and clients to find purpose in their work and harness their skills to drive a collective impact that addresses systemic societal issues to drive more equitable outcomes. His belief in the power of a purpose-driven organization has led Deloitte to strategically invest $1.5 billion over 10 years to address equity for those facing the greatest barriers to prosperity and his passion for creating a more equitable society has earned him a board seat on several national and global nonprofits. Kwasi’s leadership brings focus to the shared impact and lasting change we can have on society at large when we put purpose and inclusion efforts into action and embrace the differences that unite us. Prior to being named Deloitte’s chief purpose and DEI officer, Kwasi was the diversity, equity and inclusion leader, and the pro bono and social impact lead for Deloitte Consulting. His insights of building a purpose-driven organization have been featured in Fast Company, Forbes, Business Insider, Fortune and more. Kwasi has a PhD in inorganic chemistry from Northwestern University, an MBA from Drexel University and sits on the board of several national and global nonprofits focused on building a more equitable society. He lives in Washington, D.C. where he spends time with his lovely wife, Kathleen. Richard Rosenthal Principal Deloitte & Touche LLP Richard is a principal in Deloitte’s Risk & Financial Advisory practice. He leads complex and transformative projects, assisting banking and fintech clients in setting up new entities, enabling M&A activity, aligning to regulatory requirements, launching new products, and helping address a broad range of regulatory and risk areas to enter and meet expectations of the US banking system. Richard leads Deloitte’s Business and Entity Transformation integrated services, Banking for the Deloitte Center for Regulatory Strategy and Deloitte’s Digital Assets Banking Regulatory practice. Carina Ruiz Silicon Valley Managing Partner, Advisory Partner Deloitte & Touche LLP Carina is Deloitte LLP’s Silicon Valley managing partner and leads the Risk & Financial Advisory business’ telecom, media and entertainment (TMT) industry sector. She has 25 years of experience in treasury strategy & design, finance, banking, and consulting. She leads large-scale treasury transformation initiatives that have helped clients to restructure their treasury organizations while focused on improving transactional and structural benefits. She has advised clients of all sizes, in the design, structure, and implementation of their respective treasury groups. This includes modeling the business case for streamlining initiatives as well as determining end-to-end process flows to support efficient structures. She has reorganized treasury groups with global coverage, with consideration for the impact of the model to other functions, including tax, legal, accounts payable, IT and accounting. Carina has led multiple divestitures in the TMT industry requiring the re-design and implementation of the treasury functions of the split businesses. This has involved the stand-up of hundreds of bank accounts across dozens of jurisdictions, covering all facets of the treasury organization, including enablement of payments capabilities ranging from checks, ACHs, to wire transfers. The engagements included the development of a strategic expansion of treasury’s responsibilities, a gap analysis of current resources to end-state requirements, an assessment of treasury system options to support the end-state design, and the end-state process flows to outline transactional and data movements across various stakeholders. Prior to joining Deloitte, Ms. Ruiz held various positions in a global financial services institution, including as regional financial control in Asia as well as a brokered products trader in Manila, Philippines. She is a licensed CPA in California. Will Braeutigam Partner Deloitte & Touche LLP Will is the US Capital Markets Transactions Leader at Deloitte & Touche LLP. In this role, he leads Accounting & Reporting Advisory (ARA) offerings related to IPO, SPACs, Acquisitions and Divestitures. He offers more than 15 years of experience providing advisory and attest services to clients. He has led numerous IPO engagements, SPACs (special purpose acquisition companies), recapitalizations, Up-C Structures, predecessor accounting, and SEC pre-clearance filings. Will Frame CEO Deloitte Corporate Finance LLC Will is the CEO of Deloitte Corporate Finance LLC (DCF) in the US and also leads DCF's Industrials Group and sits on DCF’s Global Executive Committee. Will joined DCF in 2000 when he moved from Deloitte UK. Now based in Chicago, Will has worked professionally in the US, Europe, Latin America, and Asia and specializes in advising privately held businesses on their M&A and financing transactions. Will has been a managing director with DCF in the US since October 2000. Prior to that he was an assistant director in Deloitte UK’s corporate finance division. Michael Bondar Principal, Risk & Financial Advisory Deloitte Transactions and Business Analytics LLP Michael Bondar is a principal in the Risk & Financial Advisory business leading Deloitte’s Enterprise Trust offering. He focuses on helping clients improve organizational performance by building, protecting and enhancing levels of trust for companies across a wide range of stakeholder groups. Michael spent the first decade of his career leading business process transformation and ERP implementation programs for global clients across Consumer, Life Sciences & Health Care, and Technology, Media & Telecom industries. After spending time as a technology executive at a leading software company, Michael returned to Deloitte to lead the organization’s Global Innovation efforts focused on the development, scaling, and commercialization of our various technology-based solutions. Meghan Burns Manager Deloitte Services LP Meghan is a Manager in Deloitte’s Center for Regulatory Strategy, focused on capital markets, investment management and digital assets regulation and policy. She is a subject matter specialist on the regulatory environment and regulatory agencies’ rulemaking processes. Prior to Deloitte Meghan worked at FINRA where she supported the Chief Economist in research and policymaking initiatives. Meghan received her Bachelor’s degree from the College of William & Mary and later attended Georgetown University’s McDonough School of Business for her MBA. Name Title Company Speaker bio Jared Lowe Senior Manager Washington National Tax Deloitte Tax LLP Jared brings 16+ years of public accounting experience serving primarily privately held entities, individuals, trusts, and estates. For the last three plus years Jared has specialized in the tax implications of unique assets including privately held aircraft yachts, racehorses, fine art (investors, dealers, and artists), cryptocurrency, and non-fungible tokens (“NFTs”). Katherine M. Scherer Central Region Market Leader, Chicago Managing Partner Deloitte LLP Kathy has more than 30 years of experience in delivering exceptional client service, complemented by the ability to develop, lead, and motivate large engagement teams to excel. As Deloitte’s Central Market Leader, Kathy leads the marketplace efforts across 30 offices in the region. In addition, as Managing Partner of Deloitte’s Chicago office, she oversees more than 5,800 local professionals and is responsible for driving the local practice’s strategy for growth, client service, talent, and community involvement. Additionally, Kathy is a partner with Deloitte Tax LLP, serving as lead client service partner and advisory tax partner on a number of corporate clients. Previously, she led the Global Business Tax service line within Deloitte Touche Tohmatsu Limited. David Parent Detroit Managing Principal Deloitte Consulting LLP David is the managing principal for the Deloitte LLP’s Michigan practice, overseeing more than 1,100 professionals. In addition to serving clients, he is responsible for the strategy, operations, talent, and business development of the practice. David collaborates with the Deloitte US member firm and global organization to bring the best Deloitte resources and talent to help Michigan companies, community-based organizations, and governments respond to today’s challenges. David is a principal with Deloitte Consulting LLP with personal areas of focus including workforce strategy and transformation, HR operations, organizational transformation, leadership development, and technology implementation. Kate Graeff Vice President, Enterprise Trust Deloitte & Touche LLP Kate is a Vice President of Enterprise Trust within Deloitte’s Risk & Financial Advisory business. In this role, she advises C-Suite executives on opportunities to grow their business, drive loyalty and engagement, and protect their brand by (re)building trust with their stakeholders, whether they are consumers, employees, business partners, regulators, or community members. Kate's background is in innovation, digital strategy, and entrepreneurship. She has experience defining organizational strategy, shaping new offerings, and designing, developing, and scaling technology solutions for global adoption. She loves envisioning and shaping the future in response to social, economic, and technological trends. Having worked in over 20 countries around the world, Kate takes a global point of view on the world's biggest challenges and opportunities. Kate holds a Master of International Business from the Fletcher School at Tufts and dual degrees in Diplomacy and French from Occidental College. She lives in the Boston area with her husband and two children. Chris Ruggeri Sustainability, Climate, Equity Leader, Risk & Financial Advisory Deloitte Transactions and Business Analytics LLP Chris Ruggeri is Deloitte Risk & Financial Advisory’s Sustainability, Climate & Equity leader. Chris advises clients across industries with a focus on leveraging digital tools and analytics to help them enhance investment decisions and risk management. With more than 30 years of experience, Chris works closely with leaders across a wide range of industries and disciplines to help them effectively develop and implement ESG-based approaches drawing on innovative thinking, technologies, and collaborations. She helps our clients manage strategic risk to drive sustainable shareholder value, financial flexibility, and agility, while improving stakeholder confidence in a constantly changing world. Additionally, Chris leads Investor Relations (IR) for Deloitte’s CFO Program and has been quoted by top-tier media on ESG, IR, Mergers & Acquisitions (M&A), and corporate development. Chris has extensive M&A experience and has served as the M&A leader where she advised companies, boards of directors, and special committees on negotiated and unsolicited transactions. Prior to joining Deloitte, Chris was a Managing Director at Standard & Poor’s, a Principal in the Financial Advisory Services practice of a Big-4 firm and started her career as an associate at the NASD (now FINRA). Chris is the board chair of Citizens Committee for New York City. Their mission focuses on New York City neighborhoods that lack access to opportunity, they strive to help New Yorkers come together and improve the quality of life for all. Skip to content Share with Friends Facebook Twitter LinkedIn Link CONTACT THE ORGANIZER Google Outlook iCal Yahoo RSVP Google Outlook Apple Yahoo