This document provides an agenda for a two-day accounting and reporting conference for the mining industry to be held in Vancouver, BC on September 23-24, 2014. It outlines the schedule, session topics, and speaker biographies. Topics will include impairments, business combinations, revenue recognition, lease accounting, alternative financing, stripping costs, tax considerations, fraud, and commodity price fluctuations. Speakers are partners and managers from accounting firms who will provide practical guidance and real-world examples.
DFSCo Initial Public Offerings Considerations for Business Owners 20170112.PDFLee Anne Sexton
This document provides an overview of the initial public offering (IPO) process for business owners and executives. It discusses the principal phases of an IPO, which typically includes 6-24 months of preparation prior to engaging underwriters, followed by the registration statement submission period, SEC review period, and final marketing and pricing phase. Key topics covered include financial statement requirements, costs of going public, selecting underwriters, accounting firm considerations, NYSE vs Nasdaq listing choices, and planning for life as a public company.
The Startup Triangle includes Money, People and Technology. Slides include Founder's Equity, Vesting, Advisor, Seed Funding, Options and 409A Value, The Priced Round, VC Negotiations and Exit Value.
RSM provides a full range of services to Dutch companies operating internationally, including international tax planning, transfer pricing, VAT compliance, transaction advisory, audit services, and family office services. RSM understands Dutch companies operating globally and takes a coordinated approach to serve both the business and family stakeholders. With over 450 Dutch professionals and a global network of over 37,500 professionals in over 120 countries, RSM can provide hands-on support and quickly mobilize experienced teams to address clients' needs.
Kapital Karden Turkey and Azerbaijan Presentation July 2009guestfa6b56
Kapital Karden is a professional services firm based in Turkey and Azerbaijan that provides audit, accounting, tax, consulting, and financial outsourcing services. It has over 100 staff across 5 offices in Istanbul, Bursa, Ankara, and Baku. Kapital Karden became a member of the international network RSM International in 2008, making it the 7th largest firm in Turkey and 5th largest in Azerbaijan. The firm aims to serve growing middle-market organizations across multiple industries.
The document provides information about Cliffe Dekker Hofmeyr, a South African law firm with extensive expertise in advising on Black Economic Empowerment (BEE) compliance. They assist businesses in implementing BEE ownership and management structures to comply with South African laws promoting broad-based black empowerment. The firm helps clients develop BEE strategies, conducts due diligence, and advises on crafting deals and transactions in accordance with BEE requirements. Cliffe Dekker Hofmeyr has been recognized as a top law firm for its work in BEE and is considered very knowledgeable on the related regulatory framework in South Africa.
AZ Advisory Services was established in 1992 and has grown to over 50 professionals across 3 global offices. They help clients identify risks and opportunities to capitalize on, making them a preferred provider. Their professionals have significant industry knowledge and experience to offer timely advice. The firm aims to help solve the region's most important problems and build trust. They provide services across industries like automotive, energy, and real estate, and help with tax compliance, indirect taxes, customs, and private client services.
DFSCo Initial Public Offerings Considerations for Business Owners 20170112.PDFLee Anne Sexton
This document provides an overview of the initial public offering (IPO) process for business owners and executives. It discusses the principal phases of an IPO, which typically includes 6-24 months of preparation prior to engaging underwriters, followed by the registration statement submission period, SEC review period, and final marketing and pricing phase. Key topics covered include financial statement requirements, costs of going public, selecting underwriters, accounting firm considerations, NYSE vs Nasdaq listing choices, and planning for life as a public company.
The Startup Triangle includes Money, People and Technology. Slides include Founder's Equity, Vesting, Advisor, Seed Funding, Options and 409A Value, The Priced Round, VC Negotiations and Exit Value.
RSM provides a full range of services to Dutch companies operating internationally, including international tax planning, transfer pricing, VAT compliance, transaction advisory, audit services, and family office services. RSM understands Dutch companies operating globally and takes a coordinated approach to serve both the business and family stakeholders. With over 450 Dutch professionals and a global network of over 37,500 professionals in over 120 countries, RSM can provide hands-on support and quickly mobilize experienced teams to address clients' needs.
Kapital Karden Turkey and Azerbaijan Presentation July 2009guestfa6b56
Kapital Karden is a professional services firm based in Turkey and Azerbaijan that provides audit, accounting, tax, consulting, and financial outsourcing services. It has over 100 staff across 5 offices in Istanbul, Bursa, Ankara, and Baku. Kapital Karden became a member of the international network RSM International in 2008, making it the 7th largest firm in Turkey and 5th largest in Azerbaijan. The firm aims to serve growing middle-market organizations across multiple industries.
The document provides information about Cliffe Dekker Hofmeyr, a South African law firm with extensive expertise in advising on Black Economic Empowerment (BEE) compliance. They assist businesses in implementing BEE ownership and management structures to comply with South African laws promoting broad-based black empowerment. The firm helps clients develop BEE strategies, conducts due diligence, and advises on crafting deals and transactions in accordance with BEE requirements. Cliffe Dekker Hofmeyr has been recognized as a top law firm for its work in BEE and is considered very knowledgeable on the related regulatory framework in South Africa.
AZ Advisory Services was established in 1992 and has grown to over 50 professionals across 3 global offices. They help clients identify risks and opportunities to capitalize on, making them a preferred provider. Their professionals have significant industry knowledge and experience to offer timely advice. The firm aims to help solve the region's most important problems and build trust. They provide services across industries like automotive, energy, and real estate, and help with tax compliance, indirect taxes, customs, and private client services.
Oleksandr Radchenko. Switzerland as a digital innovation hub for fast growing...IT Arena
Having 20+ years of influential leadership in IT Mr. Radchenko is currently running Radenia AG – consultancy firm in Switzerland, helping businesses from different sectors and geographies to sustain growth and reach a new level of internal efficiency. Being a passionate leader of transformations, he and his team are enabling companies with effective IT solutions and guiding businesses, teams and their leadership through evolution and aligning business and IT. Serving as a board member of Joint Chamber of Commerce in Zurich, Mr. Radchenko promoting Ukrainian IT services in Switzerland, EU, UK and beyond, being a trusted advisor for many businesses looking for reliable and innovative partners.
This workshop helps attendees understand the income taxation of trusts and estates, identify sources of taxable income, calculate distributable net income, and apply the Alternative Minimum Tax.
Presenter: David Spence, Jennifer Han, Allison Kroeker, and Li (Fiona) Xu of Royse Law Firm
This document provides guidance on setting up a business in London. It discusses forming a UK entity such as a subsidiary or branch office. Common legal entities include private limited companies and branches. Intellectual property rights that can be registered in the UK include patents, trademarks, and designs. Taxes to consider include corporation tax, which is currently 21% for standard profits and 20% for small profits up to £300,000. The document provides expert advice on intellectual property, tax structures, and other key steps for setting up a business in London.
Was the Carillion collapse foreseeable? Yes!
Wednesday 9 May 2018
APM Contracts and Procurement Specific Interest Group
presented by:
Dr Jon Broome and Philip Reese
URL to event write up page:
https://www.apm.org.uk/news/was-the-carillion-collapse-foreseeable-yes/
Philip Schmidt is a highly qualified Tax Analyst with nearly a decade of experience in corporate accounting, finance, and tax regulation. As a Senior Tax Analyst at Packaging Corporation of America, he manages international, federal, and state tax compliance issues. Previously he worked as a Tax Intern at PricewaterhouseCoopers where he prepared partnership returns and analyzed international cash transfers. Schmidt has an MS in Accounting with an emphasis in Taxation from Boise State University.
James Krebs is a global tax professional with over 25 years of experience in tax accounting, compliance, and planning. He has held senior tax roles at large companies including Mutual of America, Viacom, and Capsugel. Krebs has expertise in tax provisions, audits, international tax, transfer pricing, and SEC reporting. He is skilled at improving tax processes, managing risk, and advising business leaders on tax-efficient strategies.
Russell Bedford is a global network of independent accounting and business consulting firms with over 290 offices in more than 100 countries. It provides clients with both local expertise and a global perspective through partnering with mid-sized, like-minded firms. As a member of Russell Bedford, clients have access to specialists and resources around the world for services such as cross-border tax planning, auditing, and business advisory services.
Gerald Eve is a UK-based international property consulting firm with over 85 years of experience. They have 9 UK offices and partnerships in other European and US markets. Gerald Eve provides independent advice to property owners, investors, occupiers, and developers based on in-depth market knowledge and sector expertise. They have over £1.1 billion in annual turnover and advise clients across many property sectors, including offices, industrial, retail, healthcare, and more.
Ogle International Tax Advisors is an international tax advisory firm that provides strategic tax planning, tax compliance, and information management services to global clients. They have experienced CPAs and attorneys with expertise in international tax. Their services help clients navigate complex international tax regimes and manage their global tax obligations and risks. Clients praise Ogle's focus on practical solutions and big picture advice to address their international tax needs.
Hexagon Advisory is an independent advisory firm that has over 30 years of experience providing strategic advice and high-quality services to clients. These services include business and financial advisory, transaction structuring, international tax planning, private wealth management, and corporate services. Hexagon has an extensive global network that allows it to offer comprehensive solutions to meet client needs across various industries and geographies.
R.N Marwah & Co LLP is an accounting firm established in 1946 in New Delhi, India that has expanded internationally. It provides audit, taxation, corporate advisory, and outsourcing services. The firm has alliances with Geneva Group International, a global alliance of professional services firms, and other associates that allow it to serve clients globally. R.N Marwah & Co LLP's vision is to be one of the top 10 financial and technical advisors of the century through constant innovation and knowledge creation.
Forum presentation - John Peel 23-09-11Philip Locke
This document provides an overview of the Coast to Capital Local Enterprise Partnership (LEP). It discusses the purpose and goals of LEPs in general and Coast to Capital specifically. The Coast to Capital LEP covers the areas of Croydon, Gatwick Diamond, rural West Sussex, Brighton & Hove, and coastal West Sussex. Its long term goal is to create 100,000 additional jobs in the region. It focuses on international trade/export, enterprise/entrepreneurship. Initiatives discussed include improving entrepreneurship education, supporting high-growth entrepreneurs, expanding broadband access, and creating enterprise hubs. The LEP is business-led and works through its board, forum, area partnerships, and direct business
TRUECPA Group is formed by na interdisciplinary professional team of accountants, lawyers and specialists, trained in all the processes related to accounting, tax compliance, secretarial, payroll, business intermediation and tax consulting services.
This document provides information about careers in risk and wealth management. It discusses the roles of brokers, underwriters, loss adjusters, actuaries, and others in the insurance industry. It also covers careers in financial planning and wealth management, the financial planning process, common employer expectations and qualifications needed, salaries, and graduate opportunities. Overall, it presents risk and financial careers as stable professions with opportunities for career progression and roles in both client-facing and back-office functions.
O'Connor & Associates is a full-service real estate company that has been in operation since 1974. It employs hundreds of people across Texas and other states. O'Connor handles property tax appeals for over 160,000 clients worth nearly $40 billion annually, reducing taxable values by $1 billion and saving $30 million in taxes each year. It has four main business segments: market research, appraisal, federal tax reduction through cost segregation studies, and property tax consulting, where it is the largest firm in Texas.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
The document discusses Enterprise Resource Planning (ERP) systems. ERP systems integrate various business functions like manufacturing, sales, inventory, accounting etc into a single system. The document outlines the evolution of ERP from earlier software packages, describes key components and benefits of ERP like improved efficiency and information integration. It also discusses challenges in ERP implementation like costs, changes to business processes and resistance to change.
Oleksandr Radchenko. Switzerland as a digital innovation hub for fast growing...IT Arena
Having 20+ years of influential leadership in IT Mr. Radchenko is currently running Radenia AG – consultancy firm in Switzerland, helping businesses from different sectors and geographies to sustain growth and reach a new level of internal efficiency. Being a passionate leader of transformations, he and his team are enabling companies with effective IT solutions and guiding businesses, teams and their leadership through evolution and aligning business and IT. Serving as a board member of Joint Chamber of Commerce in Zurich, Mr. Radchenko promoting Ukrainian IT services in Switzerland, EU, UK and beyond, being a trusted advisor for many businesses looking for reliable and innovative partners.
This workshop helps attendees understand the income taxation of trusts and estates, identify sources of taxable income, calculate distributable net income, and apply the Alternative Minimum Tax.
Presenter: David Spence, Jennifer Han, Allison Kroeker, and Li (Fiona) Xu of Royse Law Firm
This document provides guidance on setting up a business in London. It discusses forming a UK entity such as a subsidiary or branch office. Common legal entities include private limited companies and branches. Intellectual property rights that can be registered in the UK include patents, trademarks, and designs. Taxes to consider include corporation tax, which is currently 21% for standard profits and 20% for small profits up to £300,000. The document provides expert advice on intellectual property, tax structures, and other key steps for setting up a business in London.
Was the Carillion collapse foreseeable? Yes!
Wednesday 9 May 2018
APM Contracts and Procurement Specific Interest Group
presented by:
Dr Jon Broome and Philip Reese
URL to event write up page:
https://www.apm.org.uk/news/was-the-carillion-collapse-foreseeable-yes/
Philip Schmidt is a highly qualified Tax Analyst with nearly a decade of experience in corporate accounting, finance, and tax regulation. As a Senior Tax Analyst at Packaging Corporation of America, he manages international, federal, and state tax compliance issues. Previously he worked as a Tax Intern at PricewaterhouseCoopers where he prepared partnership returns and analyzed international cash transfers. Schmidt has an MS in Accounting with an emphasis in Taxation from Boise State University.
James Krebs is a global tax professional with over 25 years of experience in tax accounting, compliance, and planning. He has held senior tax roles at large companies including Mutual of America, Viacom, and Capsugel. Krebs has expertise in tax provisions, audits, international tax, transfer pricing, and SEC reporting. He is skilled at improving tax processes, managing risk, and advising business leaders on tax-efficient strategies.
Russell Bedford is a global network of independent accounting and business consulting firms with over 290 offices in more than 100 countries. It provides clients with both local expertise and a global perspective through partnering with mid-sized, like-minded firms. As a member of Russell Bedford, clients have access to specialists and resources around the world for services such as cross-border tax planning, auditing, and business advisory services.
Gerald Eve is a UK-based international property consulting firm with over 85 years of experience. They have 9 UK offices and partnerships in other European and US markets. Gerald Eve provides independent advice to property owners, investors, occupiers, and developers based on in-depth market knowledge and sector expertise. They have over £1.1 billion in annual turnover and advise clients across many property sectors, including offices, industrial, retail, healthcare, and more.
Ogle International Tax Advisors is an international tax advisory firm that provides strategic tax planning, tax compliance, and information management services to global clients. They have experienced CPAs and attorneys with expertise in international tax. Their services help clients navigate complex international tax regimes and manage their global tax obligations and risks. Clients praise Ogle's focus on practical solutions and big picture advice to address their international tax needs.
Hexagon Advisory is an independent advisory firm that has over 30 years of experience providing strategic advice and high-quality services to clients. These services include business and financial advisory, transaction structuring, international tax planning, private wealth management, and corporate services. Hexagon has an extensive global network that allows it to offer comprehensive solutions to meet client needs across various industries and geographies.
R.N Marwah & Co LLP is an accounting firm established in 1946 in New Delhi, India that has expanded internationally. It provides audit, taxation, corporate advisory, and outsourcing services. The firm has alliances with Geneva Group International, a global alliance of professional services firms, and other associates that allow it to serve clients globally. R.N Marwah & Co LLP's vision is to be one of the top 10 financial and technical advisors of the century through constant innovation and knowledge creation.
Forum presentation - John Peel 23-09-11Philip Locke
This document provides an overview of the Coast to Capital Local Enterprise Partnership (LEP). It discusses the purpose and goals of LEPs in general and Coast to Capital specifically. The Coast to Capital LEP covers the areas of Croydon, Gatwick Diamond, rural West Sussex, Brighton & Hove, and coastal West Sussex. Its long term goal is to create 100,000 additional jobs in the region. It focuses on international trade/export, enterprise/entrepreneurship. Initiatives discussed include improving entrepreneurship education, supporting high-growth entrepreneurs, expanding broadband access, and creating enterprise hubs. The LEP is business-led and works through its board, forum, area partnerships, and direct business
TRUECPA Group is formed by na interdisciplinary professional team of accountants, lawyers and specialists, trained in all the processes related to accounting, tax compliance, secretarial, payroll, business intermediation and tax consulting services.
This document provides information about careers in risk and wealth management. It discusses the roles of brokers, underwriters, loss adjusters, actuaries, and others in the insurance industry. It also covers careers in financial planning and wealth management, the financial planning process, common employer expectations and qualifications needed, salaries, and graduate opportunities. Overall, it presents risk and financial careers as stable professions with opportunities for career progression and roles in both client-facing and back-office functions.
O'Connor & Associates is a full-service real estate company that has been in operation since 1974. It employs hundreds of people across Texas and other states. O'Connor handles property tax appeals for over 160,000 clients worth nearly $40 billion annually, reducing taxable values by $1 billion and saving $30 million in taxes each year. It has four main business segments: market research, appraisal, federal tax reduction through cost segregation studies, and property tax consulting, where it is the largest firm in Texas.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
The document discusses Enterprise Resource Planning (ERP) systems. ERP systems integrate various business functions like manufacturing, sales, inventory, accounting etc into a single system. The document outlines the evolution of ERP from earlier software packages, describes key components and benefits of ERP like improved efficiency and information integration. It also discusses challenges in ERP implementation like costs, changes to business processes and resistance to change.
Homiyar Wykes discussed the key challenges in Going Concern Assessment in the COVID-19 world during our webinar on IFRS Update: Impact of COVID-19 on Financial Statements on 24 July. Here are the key points that were covered in the presentation.
This document provides information about the 4th FATCA and Global Tax Compliance Forum conference organized by marcus evans. The conference will take place on November 5-6, 2015 in New York City and will focus on harmonizing international reporting standards and automating the exchange of information to ensure tax transparency and compliance with regulations like FATCA and the Common Reporting Standard. The document outlines the conference agenda, list of speakers which include experts from organizations like UBS, BNY Mellon, and the IRS. It also provides registration and sponsorship details. The goal of the conference is to help financial institutions and their representatives identify developments, comply with various withholding requirements, and adapt to emerging global tax and reporting standards.
Tariq Al-Thukair is an experienced auditor from Saudi Arabia seeking a challenging position. He has worked as a senior auditor for Ernst & Young in Riyadh, where he assisted with financial statement preparation, cash controls, accounting software, and reports. He also has experience working for PricewaterhouseCoopers in assurance and completing the audit acquisition of 13 firms under one group. Al-Thukair has a bachelor's degree in accounting and is proficient in Microsoft Office, accounting software, and English.
Matthew O'Leary has over 25 years of experience in the insurance industry. He has held several director and senior executive roles at various insurance brokers, where he specialized in property and casualty insurance. Some of his responsibilities included developing insurance products, maintaining relationships with insurers, and placing business into markets like Lloyd's of London. He also has experience advising firms on business strategy and compliance. Currently, he is the Director of his own consulting firm focused on the insurance sector.
Matthew O'Leary has over 25 years of experience in the insurance industry. He has held several director and senior executive roles at various insurance brokers, where he specialized in property and casualty insurance. Some of his responsibilities included developing insurance products, maintaining relationships with insurers, and placing business into markets like Lloyd's of London. He also has experience advising firms on business strategy and compliance. Currently, he is the Director of his own consulting firm focused on the insurance sector.
Richard Johnson has over 25 years of experience in finance, banking, and accounting. He has held senior roles at major banks like CBA, NAB, GE, and JP Morgan. He has a strong track record of growing businesses, developing new clients, and maximizing revenues. Currently, he runs his own finance business, CMA Finance Solutions, providing services like mortgages, accounting, and business advice. He has expertise in areas such as business banking, lending, financial markets, and strategic planning.
This document is a resume for Ivan Cindric, who has over 15 years of experience in accounting, finance, and business leadership. He has held roles such as Project Controller, Practice Director, and Senior External Reporting Analyst. He has expertise in financial accounting, standards, reporting, IFRS, GAAP, audit, and consulting. He has worked with many large multinational companies and provided services including financial and tax strategies, compliance, internal controls, and resolving complex accounting issues.
This document announces a conference on FATCA Compliance to be held on March 25-26, 2015 in Toronto. It will provide guidance to financial institutions on complying with the Foreign Account Tax Compliance Act. The conference will explore topics such as client identification and classification, reporting guidelines, challenges for different types of financial institutions, and improving FATCA compliance programs. It lists the conference speakers and agenda, which includes sessions on key FATCA regulations, the Canada Revenue Agency's guidance, challenges for depository and investment entities, and the impact of FATCA on the insurance and investment fund industries.
The document summarizes challenges facing companies in the food and beverage industry according to a survey conducted by BDO. It finds that companies are operating in a fiercely competitive environment with increasing pressures. Key priorities include pricing, cost management, talent retention and motivation. To stay competitive, companies recognize the importance of revenue growth through new markets, brand building, and cost control. As consumer tastes change, food and beverage companies must constantly innovate to meet evolving demands.
Headwaters is an independently owned investment bank founded in 2001 with over 45 professionals across 8 US offices. It has experience with over $5 billion in middle market deals. While focused on the US market, 30% of revenue comes from cross-border transactions. Headwaters provides M&A advisory, capital raising, and other strategic services to middle market clients across various industries, with broad deal experience. It utilizes a network-centric approach and sector expertise to maximize client outcomes and access information asymmetry in private company deals.
Avalon have been providing accountancy and financial management services to individuals, small and medium sized companies, partnerships, charities, clubs and associations since 1938. We have offices in Reading and Richmond upon Thames and our client base is distributed throughout the southeast and southwest.
Mr. Mizan Rouf is an experienced business investment professional with extensive knowledge of inward investment, economic development, and business finance. He has over 15 years of experience in roles promoting business growth and managing key accounts. His experience includes advising businesses on funding opportunities, assisting with grant applications, and analyzing company financials to assess investment viability. He is skilled in relationship building, marketing strategy, and account management.
BDO Industries - Real Estate & Constructionsamgrewal
This document summarizes the services provided by BDO to clients in the real estate and construction industries. It outlines that BDO offers a full range of audit, tax, valuation, transaction advisory, and other services tailored to the complex needs of real estate and construction companies. It notes they have over 100 dedicated professionals with decades of experience in the industry. The summary concludes that clients can rely on BDO's expertise to develop solutions and strategies to help them succeed in today's challenging market.
This document provides information about an upcoming training course on Oil & Gas Valuations, Due Diligence and M&A. The two-day course will cover key topics such as valuation methodologies for oil and gas companies, transaction models, legal and financial due diligence, and the M&A process. Attendees will learn essential steps for M&A deals in the oil and gas sector including valuation, structuring deals, negotiation, and financing. The course aims to equip professionals with strategic skills for M&A and growth decisions. It is directed at professionals involved in oil and gas M&A activities such as companies, contractors, advisors and government agencies.
Shaym McCann has over 10 years of experience in financial services roles including equity derivatives, invoice finance, and client service. He currently works as an Equity Derivatives Analyst at Citi where he manages client relationships and trade flows. Previously he held roles at Danske Bank in business banking, invoice finance auditing, and operations. McCann has a Master's degree in Business and Finance from Heriot-Watt University and aims to further his career with new opportunities.
Just Released, please find our new Corporate Brochure - Contact our Coalisland or Cookstown Office to discuss any area of Accounts/Audit, Tax Planning or Business Consultancy
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
1. Ivan Cindric is a Practice Director at ICCA Montreal providing accounting, financial consulting, and project management services.
2. He has over 15 years of experience in financial accounting, reporting, auditing, and compliance working for multinational companies.
3. His experience includes directing operations for Rio Tinto Alcan, executing due diligence for mergers and acquisitions, and providing consulting services to companies in various industries on financial reporting, internal controls, and process improvements.
2015 Annual Meeting of Shareholders PresentationSNC-Lavalin
This document provides an overview of SNC-Lavalin's 2015 Annual General Meeting. It discusses SNC-Lavalin's continued turnaround, strengths that provide a competitive advantage, and their path forward. Key highlights include focusing on safety, ethics and compliance, sustainable project execution across 50 countries, and their service offerings across infrastructure, power, mining, and oil and gas. It also reviews financial results and positioning in major projects globally.
1. September 23 – 24, 2014 • Vancouver, BC
REGISTER TODAY!
CALL 1.800.474.4829 • Fax 1.800.474.4829 • www.infonex.ca
Expert Advice on Addressing Your Key Accounting
and Reporting Challenges
Sam Ritchie, Senior Manager,
BDO
Joseph Bonvillain, Partner,
MANNING ELLIOTT LLP
Catherine Wade, Partner,
DENTONS CANADA
James Paterson, Senior Manager,
PWC
Andrew James, Senior Manager,
KPMG
Mark Zastre,
National Leader, Mining,
GRANT THORNTON
Natalia Samartseva, Manager,
MANNING ELLOITT LLP
Accounting
& Reporting
for Mining
Event Chair:
Bryndon Kydd, Partner,
BDO
Carla-Marie Hait, Chief Accountant,
BRITISH COLUMBIA SECURITIES
COMMISSION
Ian Moore, Senior Manager,
DELOITTE
YOUR FACULTYHEAR TRIED AND TESTED APPROACHES
FROM EXPERIENCED INDUSTRY LEADERS
Asad Rasheed, Manager,
DELOITTE
David James, Senior Manager,
KPMG
Ensure accurate measuring and recording for impairments
Make sense of the accounting for IFRS 3 – Business Combinations
Work through the new revenue recognition model
Hear about the recent developments in the lease accounting project and identify
what you need to know now
Accurately account for alternative sources of financing
Tackle the IFRIC 20 interpretation for stripping costs
Get expert advice for preparing your MD&A, and improve your abilities to
communicate with your investors in a clear and straightforward manner
Learn how to deal with the effects of constant price fluctuations in commodi-
ties are affecting your financial reporting
Find the balance between too much and too little disclosure in your financial
statements
Ensure your financial reporting is clear in foreign markets
Recognize liabilities for levies imposed by different governments
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2. consolidation accounting, convertible debt and equity transactions, leases and general
investment accounting in US GAAP and IFRS.
1:15 – 2:15
Latest Developments in Lease Accounting: What You Need
to Know Now
Sam Ritchie, Senior Manager, BDO
• Proposed accounting requirements for lessees and lessors
• Implications for financial statements
• Breaking down new levels of complexity: identify what you need to look for
• Prepare for new disclosure requirements
Sam Ritchie is a member of the New Zealand Institute of Chartered Accoun-
tants. With ten years of experience in public accounting, in both Canada and
New Zealand, Sam has expertise in International Financial Reporting Standards
(IFRS) and the implementation of, and the transition to IFRS for entities in a
diverse range of industries.
2:30 – 3:30
Streaming Transactions: Accounting for Alternative Sources
of Financing
Eric Bretsen, Partner, Ernst & Young
Brenna Daloise, Senior Manager, Ernst & Young
Allan Russell, Partner, Ernst & Young
• Purchase and sale agreements
• How streaming transactions are perceived as mutually beneficial for both
the mining company and the streaming company
• How a streaming deal can be reached for any product of a mine operation
3:30 – 4:30
Accounting for Stripping Costs: IFRIC 20
James Paterson, Senior Manager, PwC
• Overview of IFRIC 20 requirements
• Understanding the need for an interpretation
• Get a sense of the scope of IFRIC 20
• Stripping costs: overall approach
• Initial and subsequent measurement
James Paterson has experience in providing a wide range of assurance
services to US and Canadian public companies including Canadian and U.S.
GAAP, IFRS and Sarbanes-Oxley compliance to companies in the mining sec-
tor. James’ client experience includes working with organizations at all stages
of development from junior exploration and development to international producing
companies.
8:00 – 9:00 Registration and Continental Breakfast
9:00 – 9:05
Welcome and Opening Remarks from the Chair
Bryndon Kydd, Partner, BDO
9:05 – 10:00
Impairments: Accurate Measurement and Recognition
Mark Zastre, National Leader, Mining, Grant Thornton
• Understanding the regulators' perspective
• Impairment testing and IFRS 6
• Measuring recoverable amount
• Use of internal and external factors
• Reversal of impairment losses
• Impairment assessment and the going concern assumption
• Practical examples and experience
Mark Zastre has worked with Canadian and U.S.-listed mining compa-
nies that operate around the world. He is also the Global Leader of Grant
Thornton International's Mining Sector. He practices exclusively with
public companies and/or companies working towards a public listing. Mark
provides audit/assurance, internal control, risk management and operational improve-
ment services to a client base that consists predominately of mineral exploration and/
or mining companies operating outside of Canada.
10:15 – 11:15
Practical Issues Encountered in Accounting for IFRS 3 -
Business Combinations
Joseph Bonvillain, Partner, Manning Elliott LLP
Nina Turkiewicz, Manager, Manning Ellott LLP
• Identifying a business
• Identifying a business combination and the acquirer
• Measuring and classifying consideration transferred
• Other considerations, including fair value measurement
Joseph Bonvillain is the leader of Manning Elliott's IFRS Task Force. He is
responsible for educating and enhancing the skills sets of both clients and
staff members on IFRS issues. Joseph also provides audit, tax and general
advisory services to a wide range of clients such as small and medium-sized
public companies and private companies -- especially those in the mineral exploration
and mining industries.
11:15 – 12:15
Making Sense of the New Revenue Recognition Model
Ian Moore, Senior Manager, Deloitte
Asad Rasheed, Manager, Deloitte
• Overview of the new standard
• Impact of the new standard on revenue recognition
• Effect on financial statement disclosure
Ian Moore has a focus on Accounting Advisory (U.S. GAAP, IFRS and
ASPE) services. He has technical expertise in accounting for equity method
and joint ventures, consolidation accounting, financial instruments, leases
and revenue recognition accounting in US GAAP and IFRS. Prior to joining
Advisory Services in Vancouver, Ian worked as a Senior Manager, External Reporting
for Aecon Group Inc., Canada’s largest publicly traded construction company.
Asad Rasheed has provided advisory, accounting consultation and audit
support services on complex accounting and regulatory issues to non-attest
relationship clients as well Deloitte audit teams. He has technical exper-
tise in accounting for derivatives and hedging activities, securitizations,
DAY ONE PROGRAM AGENDA: TUESDAY, SEPTEMBER 23, 2014
Networking Break10:00 – 10:15
Luncheon Break12:15 – 1:15
Networking Break2:15 – 2:30
Register Now! Call 1.800.474.4829 Fax 1.800.558.6520 WWW.INFONEX.CA
Accounting and Reporting for Mining
September 23 – 24, 2014 • Vancouver, British Columbia
Join Your Peers
• Chief Financial Officers
• VPs and Directors of Finance
• Directors of Corporate
Accounting
• Accountants and Auditors for
Issuers
• Controllers and Accountants
• Financial Analysts
• Financial Accounting and
Reporting Managers
• Regulatory Compliance Officers
WHO SHOULD ATTEND THIS IN-DEPTH EVENT
3. DAY TWO PROGRAM AGENDA: WEDNESDAY, SEPTEMBER 24, 2014
Register Now! Call 1.800.474.4829 Fax 1.800.558.6520 WWW.INFONEX.CA
Accounting and Reporting for Mining
September 23 – 24, 2014 • Vancouver, British Columbia
1:15 – 2:15
Key Considerations for Tax in the Mining Sector
David James, Senior Manager, KPMG
• Review of the fundamentals of mining taxation in Canada
• Recent federal and provincial income tax pronouncements impacting the
mining industry
• Changes to reporting requirements for mining companies
• Tax accounting topics
• Update on local mining taxes and/or duties
David James's work focuses on Canadian corporate tax compliance and con-
sulting, primarily for public and private mining companies in Canada. David’s
experience includes: General tax planning and compliance for Canadian public
mining companies; tax provision preparation and review in connection with
financial statement audits of public corporations in the local mining industry; advice on
financing and investing outside of Canada for Canadian public and private corporations.
2:30 – 3:30
Addressing Fraud Issues in Financial Reporting to Foreign
Governments
Bryndon Kydd, Partner, BDO
• Explore "The Working Group's" recommendations for disclosing project-
level payments made to domestic and foreign governments
• Ensure your reporting is clear for foreign markets
• Outlining expectations with managers and directors
• Recording payments making to government
Bryndon Kydd serves as the leader of BDO's Energy and Natural Resource
Group in Vancouver. Bryndon works primarily with public companies in the
Energy and Natural Resource sector and, in addition to standard audit and
taxation services, provides assistance with complex accounting issues such
as impairment testing, debt and equity financing transactions, business combinations,
reverse takeovers, and initial public offerings.
3:30 – 4:30
IFRIC 21: Recognizing Liabilities for Levies Imposed by
Different Governments
Natalia Samartseva, Manager, Manning Elloitt LLP
Patrick Ho, Manager, Manning Elloitt LLP
• When to record a liability to pay a levy
• When to record as a cost or expense
• Difference between annual and interim reporting
Natalia Samartseva possesses extensive experience auditing public com-
panies in a range of diverse industries such as junior mining exploration,
research and development, forestry, and information technology. Natalia
successfully manages various assurance engagements such as audits, reviews
and compilations to clients listed on Canadian and U.S. stock exchanges. She also
provides business advisory services to clients facing complex accounting issues, and
participates in the technical training and mentoring of CPA students and fellow team
members.
8:00 – 9:00 Continental Breakfast
9:00 – 9:05
Opening Remarks from the Chair
Bryndon Kydd, Partner, BDO
9:05 – 10:00
Update from the British Columbia Securities Commission
Carla-Marie Hait, Chief Accountant, British Columbia Securities
Commission
Chris Collins, Chief Mining Advisor, British Columbia Securities
Commission
• Update on the current regulatory priorities for mining companies
• Hot topics in financial reporting for securities regulators
• Recent publications on financial reporting
• Non-GAAP financial measures and additional GAAP measures
• Outlook for 2015
Carla-Marie Hait provides accounting advisory services to all divisions
of the Commission. She participates in the development of legislation and
policy. Recent policy projects relate to the changeover in Canada to Interna-
tional Financial Reporting Standards. Carla-Marie reviews financial reporting
issues that arise in issuers' filings for public offerings and continuous disclosure.
10:15 – 11:15
MD&A: Guidance on Preparation and Disclosure
Catherine Wade, Partner, Dentons Canada
• Real-world MD&A examples: what your competitors and peers are dis-
closing
• Examining issues highlighted by regulators
• Commonalities between the most effective MD&As
• Mitigating regulatory risks with complete disclosures
• Presenting forward-looking information without losing competitive advan-
tage or worrying about legal liability
Catherine Wade is a senior securities and M&A lawyer with international
experience. Within this practice area, Catherine has experience in hostile
takeovers and shareholder meetings, both as Chair of the meeting and as
counsel to the Chair. She acts for junior and senior listed companies and
has experience in North America, the U.K., Europe and South Korea. Catherine is a
former member of the Securities Law Advisory Committee for the British Columbia
Securities Commission and was a senior staff member at the Ontario Securities Com-
mission
11:15 – 12:15
How Changing Commodity Prices Are Affecting Financial
Reporting
Andrew James, Senior Manager, KPMG
• Making sense of the constant price fluctuations
• How to treat tricky accounting issues
• Ensuring you are disclosing the right information
Andrew James has 11 years’ audit experience in both Canada and Australia.
He focuses primarily on providing audit and accounting advisory services to
mining and forest products companies. Andrew has substantial experience
with SEC registrants and Sarbanes Oxley, and capital markets transactions.
He has responsibility for managing large multi-national audit engagements, including
managing teams from multiple KPMG offices.
Networking Break10:00 – 10:15
Luncheon Break12:15 – 1:15
Networking Break2:15 – 2:30