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Revenue Recognition & Financial Reporting Congress

Best Practices for Effective Revenue Recognition and SEC Reporting in the Software and SaaS Industry

June 26-27, 2017
  • Burlingame, CA

As companies are completing Revenue Recognition impact assessments and taking final steps toward implementation and adoption, it is critical that organizations within the Software and SaaS industry stay in lockstep with best practices, comply with changing rules and capitalize on areas for business efficiency.

June 26-27, 2017 San Francisco, CA

About the Congress:

As companies are completing Revenue Recognition impact assessments and taking final steps toward implementation and adoption, it is critical that organizations within the Software and SaaS industry stay in lockstep with best practices, comply with changing rules and capitalize on areas for business efficiency.

CBI’s Revenue Recognition & Financial Reporting Congress is an industry-driven deep-dive course into effective revenue recognition, SEC reporting and disclosures for software and services companies. Hear updates from your peers on their path to adoption and discover ways to maximize the business value of the new Revenue Standard. Also gain insight into use of non-GAAP measures, adoption of the new lease accounting rules and other hot topics, including:


  • State of the industry and prevailing transition approaches for adoption
  • Key takeaways from project implementations and early adopters of ASC 606
  • Strategies for managing cross-functional planning and stakeholder alignment
  • Opportunities to leverage the transition as a catalyst for change and added value
  • SEC hot topics and current trends in enforcement
  • Strategies for disclosure effectiveness under ASC 606
  • Considerations around non-GAAP measures
  • IT and systems implications of applying the new standard

Who Will Benefit by Attending:

You will benefit from attending this event if you are a Technology, Software, or SaaS Senior-Level Influencer and/or Decision-Maker and have responsibilities or involvement in the following areas:

  • Accounting
  • Revenue
  • Corporate Finance
  • Financial Operations
  • Financial Reporting
  • SEC Reporting
  • GAAP
  • Auditing
  • VSOE

Previous Participants Included:

  • Chief Finance Officers
  • Chief Accounting Officers
  • Chief Revenue Officers
  • Senior Director of Revenue
  • Managing Director of Audit Services
  • Director of Technical Accounting
  • Executive Vice President of Finance
  • SEC Reporting &
    Technical Accounting Manager
  • Corporate Controller
  • Director of Global Revenue Recognition

Conference Agenda:

DAY ONE Monday, June 26, 2017

Conference Registration and Continental Breakfast

Chairperson’s Welcome and Opening Remarks

Transition Best Practices and Lessons Learned

OPENING ADDRESS State of the Industry and Prevailing Approaches for Adoption —
Where Are We Today and What’s to Come?

Grant Casner
Advisory Partner
Deloitte & Touche LLP

KEYNOTE PANEL Potential Issues Impacting the Business Models of the Software/SaaS Industry


Barbara Marchini-Ellis
Ernst & Young


Sujit Kankanwadi
Vice President, Corporate Controller and Chief Accounting Officer
Synopsys Inc

Gabor Turschl
Director, Technical Accounting

Christina Liu
Vice President, Corporate Controller

Shibu Ninan
Vice President, Chief Accounting Officer
Veritas Software

Networking and Refreshment Break

CASE STUDY Early Adoption Experience — Learnings from the Implementation of the New Standard

Ashley Brown
Senior Director, Revenue Recognition


Regulatory Updates and Guidance Outlook

Considerations for Navigating New Lease Accounting Rules

Dan Reaugh
Deloitte & Touche LLP

ASC 606 and Implications for Private Software Companies, Future M&A and SOX Compliance

Rick Brounstein
Managing CFO Director

Networking and Refreshment Break

New Revenue Standard and Opportunities for Value Creation and Enhanced Corporate Reporting

Bob Laux
North American Lead, International Integrated Reporting Council;
Former Senior Director, Financial Accounting and Reporting, Microsoft

SEC Hot Topics in Financial Reporting and Key Considerations for Disclosures under the New Standard

Scott A. Taub
Managing Director, Financial Reporting Advisors, LLC (FRA);
former Deputy Chief Accountant, U.S. Securities and Exchange Commission

Close of Day One

Networking, Wine and Cheese Reception immediately following the final session on day one

DAY TWO Tuesday, June 27, 2017

Continental Breakfast

IT Planning and System Impacts

BREAKFAST WORKING ROUNDTABLES Prevailing Transition Approaches and IT Planning for Adoption of the New Revenue Standard

Jason Ainsworth
Deloitte & Touche LLP

Financial Reporting Best Practices and Internal Controls


Business Model Nuances and Strategies for Revenue Recognition

I. Subscription Business

II. Discounting and Strategic Implications of the New Standard and Relative Fair Value Methodology

III. Straight-Line SaaS Revenue Recognition Model

IV. Models for Other Accounting Impacts

Narayanan Balakrishnan
Ernst & Young LLP

Networking and Refreshment Break

Value and Growth Drivers within the Software and Cloud Sector — A Wall Street Perspective

Nandan Amladi
Director, US Equity Research – Software
Deutsche Bank Securities, Inc.


Implementation of the New Revenue Standard — Automation System Considerations

Winnie Jeung, CPA
Senior Technical Advisor

Close of Conference

Event Sponsors:

Become a Sponsor:

Are you a Market Leader?
Market-leading corporate sponsors at CBI events represent select companies that share a common vision and mission:

Business advancement through thought, leadership and innovation. A complete array of sponsoring opportunities are available. Customized packages are designed to achieve business development, lead generation and networking objectives. Experience pre-conference, in-conference and post-conference results. Become a CBI sponsor and experience face-to-face, in-depth discussions with your customers about the business issues that matter most.

Contact Alexa Moore at [email protected] or 339-298-2107.

Pricing & Venue:

Advantage Rate Register by 06/02/2017 Standard Rate Register by 06/25/2017 Onsite Rate Register Onsite
$1399 $1699 $1799

PLEASE NOTE: All advertised discounts are taken from the full, Standard Rate.

Take advantage of our exclusive group rate discounts. For more information, contact Christian Alongi at [email protected] or 339-298-2131.

Hyatt Regency San Francisco Airport Hyatt Regency San Francisco Airport
1333 Bayshore Highway, Burlingame, CA 94010
800-233-1234   650-347-1234

Book Now! The Hyatt Regency San Francisco Airport is accepting reservations on a space and rate availability basis. Rooms are limited so please book early. All travel arrangements subject to availability.

To make a reservation and receive CBI's discounted hotel rate please call 1-800-233-1234 and be sure to mention CBI’s Software Revenue.

Click Here for Online Reservations

PLEASE NOTE:   All hotel reservations for this conference should be booked directly with the hotel. CBI does not use Housing Bureaus and none are authorized to call on our behalf.

About the Organizer:

Creating compelling content and personal connections for nearly two decades. CBI, a division of UBM Americas, is the industry leader in providing thought leadership, actionable data, benchmarking, case studies and regulatory information through a dynamic conference platform that facilitates innovation, collaboration and elevation for the Life Sciences, Software and High Tech Industries. The organizer of the 12th Annual Life Sciences Accounting & Reporting Congress — the world’s leading and largest gathering of finance and accounting executives from the life sciences sector — convening nearly 500 attendees annually. CBI conferences provide the market with leading edge, actionable information on the most compelling industry mega and micro trends through exclusive thought leadership presentations from our esteemed speaking faculty and government officials. CBI conferences also serve to connect executives and decision makers with technology, regulatory and consulting solutions from Fortune 500 companies and the most cutting-edge solution providers.

Acclaim from CBI’s Financial Series:

Excellent networking opportunities with savvy industry professionals. Nice mix of perspectives.

Vice President of Accounting, InnovAge

This continues to be the premier conference that all financial reporting personnel should participate in each year.

Chief Accounting Officer, Eli Lilly & Co

Great conference!

Chief Financial Officer, Glenmark Pharma

Media Partners:

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