Object : Anticipating tomorrow's complex issues and new strategies is a challenge. Stay tuned in with DBRIEFS Llive webcasts that give you valuable insights on important developments affecting your business
Uploaded by Franco Ferrario Technologies Executives ; Deloitte Evangelist
Managing Director Christopher Recor takes part in an expert forum discussion of sanctions compliance. This is a reprint from the July – September 2015 issue of Risk & Compliance Magazine.
After the acquisition: 5 steps to manage the tax processGrant Thornton LLP
A detailed plan is critical to accomplishing all the tax-related tasks that need to occur in the months after an M&A transaction closes. Your 100-day plan for managing the tax process should include five key steps.
Cost vs. Risk: Finding the right balance for hedge fund administrationGrant Thornton LLP
Hedge Funds—Taking a fresh look at operations: How hedge fund managers can engage the right mix of internal, outside and shadow administration. Read the full paper at http://gt-us.co/1rjV3Se
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events & Program Guide: ForwardThinking October/November 2017Grant Thornton LLP
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
Reserves planning: Determining the appropriate level of reserves for your org...Grant Thornton LLP
Maintaining adequate reserves is essential to establishing financial stability. These reserves provide a cushion to deal with operating deficits that may arise due to unexpected events, economic uncertainties, lean funding periods or opportunities for strategic investment. This presentation offers Grant Thornton’s latest thinking on how to establish appropriate reserves levels and our methodology for developing a sophisticated and robust risk-based approach to establishing a reserves policy within your organization.
Managing Director Christopher Recor takes part in an expert forum discussion of sanctions compliance. This is a reprint from the July – September 2015 issue of Risk & Compliance Magazine.
After the acquisition: 5 steps to manage the tax processGrant Thornton LLP
A detailed plan is critical to accomplishing all the tax-related tasks that need to occur in the months after an M&A transaction closes. Your 100-day plan for managing the tax process should include five key steps.
Cost vs. Risk: Finding the right balance for hedge fund administrationGrant Thornton LLP
Hedge Funds—Taking a fresh look at operations: How hedge fund managers can engage the right mix of internal, outside and shadow administration. Read the full paper at http://gt-us.co/1rjV3Se
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events & Program Guide: ForwardThinking October/November 2017Grant Thornton LLP
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
Reserves planning: Determining the appropriate level of reserves for your org...Grant Thornton LLP
Maintaining adequate reserves is essential to establishing financial stability. These reserves provide a cushion to deal with operating deficits that may arise due to unexpected events, economic uncertainties, lean funding periods or opportunities for strategic investment. This presentation offers Grant Thornton’s latest thinking on how to establish appropriate reserves levels and our methodology for developing a sophisticated and robust risk-based approach to establishing a reserves policy within your organization.
Why prepare now? 5 things that smart businesses are doing TODAY to prepare fo...Grant Thornton LLP
Tax reform is top of mind for many of today’s businesses as they struggle to understand what it might mean to them, and what they should be doing to prepare. While it may be easy to be paralyzed by the uncertainty of the legislative process, a “wait-and-see” approach is a mistake. The prospect of tax reform creates tremendous new tax planning opportunities, and many of these are effective only if done before tax reform is enacted. No company should be making long-term business decisions without understanding how tax reform could affect the economic impact. Learn the five steps your business can take now to prepare for tax reform.
New market entry - The smart way to expand your food and beverage franchiseGrant Thornton LLP
Before your company leaps into international franchising, you need to be prepared. Make sure you have a comprehensive plan to deal with the tax, regulatory, legal, cultural and operational factors related to entering a targeted foreign market.
Contego Fraud Solutions Ltd fin tech week 2014Rebecca1243
Data and Risk Management:A Match Made in FinTech.
Earlier this year Adrian Black, CEO of Contego, gave an insightful presentation on what data needs to be leveraged in the fight against fraud. Here at Contego we think that sharing the right intelligence reduces collective risk. So please take a look.
Bovill - the UK financial services regulatory consultancy - runs regular briefings. These are the slides from the February briefing on anti-money laundering. For more information visit http://www.bovill.com/FinancialCrime.aspx.
Information on the event is below:
Taking a company-wide approach to money laundering
“The FCA has made it very clear that responsibility for the overall culture of firms sits at the top. We need leaders and senior managers within the industry to set the tone for how their staff behave.”
Tracey McDermott, Director of Enforcement and Financial Crime, FCA
The regulator has recently reiterated their intention to carry out further thematic and enforcement work in financial crime. However, many firms still have a fragmented approach to managing the risks of money laundering.
The responsibility for preventing financial crime is shared across the firm from the back office to the boardroom. Firms need to take a company-wide approach to tackling money laundering to ensure they are complying with regulation and managing risks effectively.
Bovill’s briefing looked at Anti-Money Laundering (AML), covering:
• Governance arrangements: as the foundation for effective communication and issue resolution
• Risk management: the difficulties of negotiating the right level of due diligence for higher risk customers and what tools can be used to help with this process
• Systems and controls: ensuring that these are fit for regulatory purpose and are appropriately maintained within your firm.
Stakeholder management in getting the deal doneBrunswick Group
It is probably a lazy truism that regulatory and political clearance has become the most challenging and unpredictable factor in executing complex, crossborder mergers and acquisitions.
This article originally appeared in DealMakers magazine
Tech M&A Monthly: China - What's Really Happening?Corum Group
The tumultuous Chinese public markets have been in the news for all the wrong reasons over the last month. But even as the volatility captures the headlines, the increased cash, better access to Western markets and strategic imperatives have not gone away, and deals are still getting done. What's really happening, and what could it mean for your company? We'll turn to Corum's Chinese Advisory Board for their perspectives, and we'll also look at a deal we just closed with a Chinese buyer, selling gaming firm Digital Extremes to China's Leyou Technologies. Join us August 13 for all this, plus a look at the key deals, trends and valuations from the last month.
Federal it-cost-commission-report accelerating-the mission-july 21.2016 Daniel X. O'Neil
This is the work of the FEDERAL COMMISSION ON IT COST, OPPORTUNITY, STRATEGY AND TRANSPARENCY (IT COST): http://tbmcouncil.org/get-involved/it-cost-commission.html
Press release: http://www.prnewswire.com/news-releases/new-report-uncovers-more-than-58-billion-in-potential-savings-from-us-government-technology-spending-300301925.html
Why prepare now? 5 things that smart businesses are doing TODAY to prepare fo...Grant Thornton LLP
Tax reform is top of mind for many of today’s businesses as they struggle to understand what it might mean to them, and what they should be doing to prepare. While it may be easy to be paralyzed by the uncertainty of the legislative process, a “wait-and-see” approach is a mistake. The prospect of tax reform creates tremendous new tax planning opportunities, and many of these are effective only if done before tax reform is enacted. No company should be making long-term business decisions without understanding how tax reform could affect the economic impact. Learn the five steps your business can take now to prepare for tax reform.
New market entry - The smart way to expand your food and beverage franchiseGrant Thornton LLP
Before your company leaps into international franchising, you need to be prepared. Make sure you have a comprehensive plan to deal with the tax, regulatory, legal, cultural and operational factors related to entering a targeted foreign market.
Contego Fraud Solutions Ltd fin tech week 2014Rebecca1243
Data and Risk Management:A Match Made in FinTech.
Earlier this year Adrian Black, CEO of Contego, gave an insightful presentation on what data needs to be leveraged in the fight against fraud. Here at Contego we think that sharing the right intelligence reduces collective risk. So please take a look.
Bovill - the UK financial services regulatory consultancy - runs regular briefings. These are the slides from the February briefing on anti-money laundering. For more information visit http://www.bovill.com/FinancialCrime.aspx.
Information on the event is below:
Taking a company-wide approach to money laundering
“The FCA has made it very clear that responsibility for the overall culture of firms sits at the top. We need leaders and senior managers within the industry to set the tone for how their staff behave.”
Tracey McDermott, Director of Enforcement and Financial Crime, FCA
The regulator has recently reiterated their intention to carry out further thematic and enforcement work in financial crime. However, many firms still have a fragmented approach to managing the risks of money laundering.
The responsibility for preventing financial crime is shared across the firm from the back office to the boardroom. Firms need to take a company-wide approach to tackling money laundering to ensure they are complying with regulation and managing risks effectively.
Bovill’s briefing looked at Anti-Money Laundering (AML), covering:
• Governance arrangements: as the foundation for effective communication and issue resolution
• Risk management: the difficulties of negotiating the right level of due diligence for higher risk customers and what tools can be used to help with this process
• Systems and controls: ensuring that these are fit for regulatory purpose and are appropriately maintained within your firm.
Stakeholder management in getting the deal doneBrunswick Group
It is probably a lazy truism that regulatory and political clearance has become the most challenging and unpredictable factor in executing complex, crossborder mergers and acquisitions.
This article originally appeared in DealMakers magazine
Tech M&A Monthly: China - What's Really Happening?Corum Group
The tumultuous Chinese public markets have been in the news for all the wrong reasons over the last month. But even as the volatility captures the headlines, the increased cash, better access to Western markets and strategic imperatives have not gone away, and deals are still getting done. What's really happening, and what could it mean for your company? We'll turn to Corum's Chinese Advisory Board for their perspectives, and we'll also look at a deal we just closed with a Chinese buyer, selling gaming firm Digital Extremes to China's Leyou Technologies. Join us August 13 for all this, plus a look at the key deals, trends and valuations from the last month.
Federal it-cost-commission-report accelerating-the mission-july 21.2016 Daniel X. O'Neil
This is the work of the FEDERAL COMMISSION ON IT COST, OPPORTUNITY, STRATEGY AND TRANSPARENCY (IT COST): http://tbmcouncil.org/get-involved/it-cost-commission.html
Press release: http://www.prnewswire.com/news-releases/new-report-uncovers-more-than-58-billion-in-potential-savings-from-us-government-technology-spending-300301925.html
DeFazio Communications IABC Heritage Presentation--PR on Steroids: How Contri...Tony DeFazio
The #IABC19 Conference just wrapped up in Detroit, and I had a great time leading a breakout session on the potential for Contributorships as a developing trend in the PR industry.
Contributorships are an important part of our client communications strategies at DeFazio Communications. Rather than pitching stories to the media and fighting for coverage, we establish our clients as regular contributors at major media outlets that their prospects read. This allows them to control the editorial agenda, the content, and the timing.
Research: How To Manage Regulatory Compliance Conor Coughlan
This is a special report based on the latest market research relating to how your peers and other market players are addressing regulatory compliance and the management of regulatory data.
Specifically this report outlines the markets reaction to:
- MiFID II
- Solvency II
- Basel
- AIFMD
- CRD
- IFRS
- EMIR
- Volcker and many more regulations.
The survey included practitioners from Asset Management, Wealth Management, Insurance, Banking and other FS entities.
Emerging Technologies - The Future Of Finance (CIMA Feb 2019)Michael Sadler
A presentation by IBM on the topic of "The Future Of Finance" examining emerging trends, and how accountants can to prepare for the transition from "running the numbers" to being value-adding partners to the business.
Corporate Treasurers Focus on Cyber SecurityJoan Weber
Treasury departments at large U.S. companies rank IT security as their top priority for 2015 - ahead of such critical issues as cost management and regulatory/compliance challenges.
These finding come from the results Greenwich Associates 2014 U.S. Large Corporate Finance Study, for which the firm interviewed CFOs or treasury department representatives at more than 500 large U.S. companies.
The study results suggest that U.S. companies are taking action to address security concerns and other IT issues with 63% of the participants saying their treasury departments will increase technology spending in the year ahead.
Digital Transformation of U.S. Private BankingCognizant
U.S. private banks need to rethink their business models and accelerate their push to meet the ever-rising expectations of digitally savvy high-net-worth clients.
Risck intelligence in the energy and resources industry Franco Ferrario
DELOITTE TECHNOLOGIES
Risk Intelligence in the Energy & Resources Industry
Enterprise Risk Management Benchmark Survey Report
Upload by Franco Ferrario CIO Temporary Manager
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
2. Contents
1 About Dbriefs
2 Financial Executives
Transactions & Business Events
Financial Reporting
Business Strategy & Tax
Driving Enterprise Value
Governance, Risk & Compliance
6 Industries
Banking & Securities
Financial Services
Investment Management
Insurance
Real Estate
Automotive
Process & Industrial Products
Retail & Distribution
Travel, Hospitality & Leisure
Health Sciences
Technology, Media & Telecommunications
Energy & Resources
Federal & State Government
14 Markets
China Issues
Private Companies
16 Technology Executives
17 HR Executives
18 Tax Executives
Financial Reporting for Taxes
Multistate Tax
Global Mobility, Talent & Rewards
Federal Tax
Tax Operations
Transfer Pricing
International Tax
24 Our presenters
3. Anticipating tomorrow's complex issues and new strategies is a challenge.
Stay tuned in with Dbriefs – live webcasts that give you valuable insights on
important developments affecting your business.
Dbriefs features topical series that are:
• Informative, with a variety of timely, relevant business topics aimed at an
executive-level audience.
• Interactive, with immediate and measurable feedback through polls and
surveys, including real-time benchmarking with your peers.
• Convenient, one to two hour live webcasts in the comfort of your own
office.
• Flexible, offering archived webcasts available anytime, from anywhere, for
180 days after the live presentation.
• Educational, with Continuing Professional Education (CPE) credit available
toward career development for live webcasts.
How to join Dbriefs
1. Visit www.deloitte.com/us/dbriefs/subscribe.
2. Select your Dbriefs subscriptions, enter your email address, and click
submit.
Once you are a Dbriefs subscriber, you will receive regular emails for your
chosen series through which you can register for individual webcasts.
After you register for your first webcast, you will have access to Express
Registration, which allows you to register for webcasts using only your
email address.
About Dbriefs
Gain practical knowledge from
leading Deloitte practitioners.
As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the
legal structure of Deloitte LLP and its subsidiaries.
4. 2
Transactions Business Events
Host: David Williams
Trade-based Money Laundering Revisited: International Trade Risks
and Vulnerabilities
April 23, 2:00 PM ET
Presenters: Alison Clew and James A. Dinkins, Executive associate director
of Homeland Security Investigations, U.S. ICE
Among the inherent risks of conducting business globally is the growing
threat of sophisticated money laundering schemes, which negatively
impact legitimate commerce. Is your company at risk? We'll discuss:
• Forms of illicit money movements that can undermine legitimate
business and commerce, including bulk cash smuggling, narcotics
trafficking, and commercial trade fraud.
• Lessons from the Trade Transparency Unit of the Department of
Homeland Security.
• Red flag indicators of trade-based money laundering and other schemes,
including vendor payments by unrelated third parties, false reporting of
commodities, and unusual shipping routes or shipping methods.
Gain insights on how to identify and combat potential threats as you
conduct business in world markets.
Data Analytics and Corporate Investigations: The Evolution from
Magnifying Glass to Digital Laboratory
May 14, 2:00 PM ET
Presenters: Ron Schwartz and Gregory Swinehart
Virtually all crime scenes contain physical evidence – or fragments of the
story – that skilled investigators can piece together to tell the story and
help bring justice. A potential risk to businesses is that these crimes – or
financial frauds and corruption – are increasingly being committed with
advanced technologies within an ever-increasing sea of data. We'll discuss:
• How the evolving landscape of big data, social media, mobile
computing, and the cloud can impact corporate investigations.
• Application of advanced analytics, tools, and techniques to help
reconstruct events.
• Case studies and application demonstrations from the field.
Learn how data analytics tools can be used to conduct effective corporate
investigations in the digital era.
Cyber-resilience Enterprises: Insuring a Virtual Reality
June 19, 2:00 PM ET
Presenters: Matthew Larson and Mark Massey
Cyber-insurance is a key cyber-defense employed by many businesses
to help assure stakeholders that the company is addressing certain
compliance risks. What are important considerations when you purchase
such insurance? We'll discuss:
• Considerations for linking cyber threats back to insurance coverage and
understanding the nature of likely financial losses.
• Strategies for quantifying potential financial exposures and probable
losses based on recent data breach experiences.
• Cyber Incident Response – what to look for in this table stakes coverage
and Cyber Incident Response's importance as part of an enterprise's
cyber resiliency.
Learn about the role of cyber-insurance in addressing cyber-risk and how
to become a more cyber-resilient organization.
Financial Executives
5. For program information, visit www.deloitte.com/us/dbriefs 3
Financial Executives
Financial Reporting
Host: Bob Uhl
EITF Roundup: Highlights from the June Meeting
June 17, 2:00 – 3:30 PM ET
Presenters: Adrian Mills and Sean Prince
The FASB’s Emerging Issues Task Force (EITF) will meet in June to review
emerging issues. We’ll discuss the results of this meeting, which we expect
will include:
• Issues not resolved at the March meeting.
• Additional issues added to the EITF agenda.
Stay in touch with new accounting guidance and potential future guidance
resulting from the deliberations of the EITF.
Quarterly Accounting Roundup: An Update on Important
Developments
June 25, 2:00 – 3:30 PM ET
Presenter: Karen Wiltsie
Do you know what issues the standard-setters and regulators have been
addressing lately? We’ve been monitoring their projects and will discuss:
• Accounting, standard setting, and reporting developments for the
quarter.
• Recent positions on accounting and reporting of the FASB, IASB, SEC,
and PCAOB.
• Other hot topics.
Join us to hear about the latest developments.
Business Strategy Tax
Host: Mark Steiger
Data Analytics and Workforce Strategies: New Insights for Tax
Efficiency and Performance Improvement
May 5, 2:00 PM ET
Presenters: James Bowtell, Forrest Danson, and Nick Gonnella
Organizations are finding new ways to apply data analytics for informed
decision making to drive desired business outcomes. How can finance
executives use analytics in global talent, rewards, and employment tax
programs to create value across the business? We'll discuss:
• Ways analytics may drive effective decision-making and new insights into
an organization.
• Leveraging analytics to identify, manage, and mitigate tax risks, including
effective ways to understand and view potential tax exposures.
• Identifying potential tax efficiencies through tax planning and
compliance associated with global talent, rewards, and employment tax
programs.
Learn how leading organizations are deploying data analytics to create
value in their workforce strategies.
6. 4
Driving Enterprise Value
Host: Rich Rorem
The CFO Agenda: What is Top of Mind for CFOs in 2014?
April 16, 3:00 PM ET
Presenters: Greg Dickinson, Ajit Kambil, and Pete Shimer
Businesses today face a growing array of internal and external challenges,
many of which have financial and operational implications. How are CFOs
of larger businesses responding? We’ll discuss:
• CFOs’ assessments of business conditions and their most worrisome risks
as they look ahead.
• Where companies and their CFOs are focusing efforts in response to
their issues, including plans to improve revenue and profitability.
• How finance organizations and CFOs are adapting and adding value,
including serving as strategists and catalysts within their organizations.
Gain insights from leaders of Deloitte’s CFO Program to learn how CFOs of
leading companies are addressing today's dynamic business environment.
Strategic Cost Management: A Path to Sustained Performance
Improvement and Decision Making
May 21, 3:00 PM ET
Presenters: Jason Barnes and Mark Fedro
Businesses are increasingly focused on cost transparency to enable
cost reduction, margin improvement, financial integrity, and forecast
accuracy. How does cost alignment lead to more consistent and insightful
profitability views of the business for decision making? We’ll discuss:
• Common costing issues that cause non-optimal decision making,
including global consistency, inadequate cost methods, and system
constraints.
• Cost management leading practices that help identify value levers,
enable performance improvement, and create stronger alignment
between finance and the businesses.
• Case studies demonstrating how cost alignment and transparency drive
significant, sustained business value.
Learn how improved cost transparency and alignment can drive value in
new areas across the business.
CFOs and Globalization: The Call for Chief Frontier Officers
June 18, 3:00 PM ET
Presenters: Bob Comeau and Pete Shimer
Globalization is adding new complexities as companies extend beyond
low-cost manufacturing locations into new consumer markets. Why are
CFOs emerging as point leaders, what are realities of their new role, and
what skills will make them effective Chief Frontier Officers? We'll discuss:
• Translating global ambitions into practical realities – extending the finance
function to address financing, investment, operations, and valuation.
• Capabilities CFOs can leverage in this new role, including oversight
of enterprise data, insights into investment decisions, analytics, and
enterprise performance management.
• Enhanced skills CFOs need, including curiosity, capacity for surprise,
courage, character, and collaboration.
Learn about the expanding role of CFOs as the nature of globalization
evolves.
Financial Executives
Be ready
Discover why complex supply chains require sophisticated tools to
monitor risks, predict disruptions, and support rapid recovery.
To read the report, visit:
www.dupress.com/risk-to-resilience
7. For program information, visit www.deloitte.com/us/dbriefs 5
Financial Executives
Governance, Risk Compliance
Host: Donna Epps
COSO Implementation Insights and Other Internal Control Hot Topics
April 28, 2:00 PM ET
Presenters: Mohammed Ahmed, Jennifer Burns, and Sandy Herrygers
With companies preparing to adopt the COSO 2013 Internal Control –
Integrated Framework, many have chosen to refresh and improve their
organization’s existing internal controls. What steps are they taking, and
where are they focused? We’ll discuss:
• Leading practices in preparing for adoption of the 2013 COSO
Framework, including considerations for performing a GAP analysis of
the current control structure and the new COSO Framework.
• Common internal control challenges.
• Ways to challenge and enhance current fraud risk assessments in light of
the 2013 COSO Framework.
Examine effective internal control and fraud risk assessment practices that
can advance the adoption of the 2013 COSO Framework.
Risk Intelligent Social Business: Governing Social Media to Protect
Reputation
May 22, 2:00 PM ET
Presenters: Steve Lunceford, Doug Palmer, and Khalid Wasti
As companies increase their use of social media, it’s important to identify
and monitor potential risks. Where should executives focus when assessing
organizational risks tied to social media activities, and what oversight is
needed as use of social media tools grow? We’ll discuss:
• How to identify risks such as data leakage, reputation damage, and
regulatory issues.
• Effective practices for social media governance, including leveraging
internal audit capabilities.
• Consequences of ineffective or incomplete social media monitoring,
including brand-damaging negative publicity or regulatory violations.
Learn more about the top areas of social media risk and real strategies you
can put in place to mitigate potential issues.
Compliance Leading Practices and Insights
June 26, 2:00 PM ET
Presenters: Keith Darcy, Thomas Rollauer, and Matt Kelly, Editor-In-Chief,
Compliance Week
In an era of increasing regulatory scrutiny in the U.S. and other countries,
corporate compliance programs and activities are rapidly evolving. What
emerging risks and trends are compliance executives focused on today?
We’ll discuss:
• New trends related to companies' compliance structures, their cultures,
and their key emerging compliance risks.
• Operations-related challenges, including the use of performance metrics
and compliance tools and technologies.
• Insights from CCOs and other compliance executives into unique aspects
of their compliance programs and other risk mitigation initiatives.
Hear results from a recent Compliance Week compliance survey and learn
ways to help refresh your company’s compliance program and activities.
8. Industries
6
Banking Securities
Potential Impacts of Regulatory Developments in Financial
Accounting and Reporting, Valuation, and Structured Products
April 3, 2:00 PM ET
Host: Bill Fellows
Presenters: Sandy Pfeffer, Guy Sindle, and Alexey Surkov
Among the recent flurry of financial services-related regulatory actions,
several have important ramifications for banks and securities firms. What
should you be aware of? We’ll discuss:
• The Volcker Rule, including related other than temporary impairment
considerations.
• The impact of new credit risk retention rules on securitization markets.
• Valuation governance and board education in the aftermath of the
recent actions by the Securities and Exchange Commission.
• Transaction trends, specifically the uptick in banking IPOs as private
equity firms seek exits after investing in FDIC-assisted transactions.
Learn how your organization might position itself for what lies ahead in
the wake of these and other regulatory actions.
After the Dust Settles – Revisiting OTC Derivatives Business and
Operating Models
June 10, 2:00 PM ET
Host: Val Srinivas
Presenters: Elia Alonso, Ricardo Martinez, and Liliana Robu
Regulatory reforms in the global OTC derivatives market have forced
various market participants to rethink their business strategies and
operational infrastructure. Old models, hastily augmented for the new
regulatory regime, may not suffice. We’ll discuss:
• Potential impact of regulatory reforms on derivatives broker-dealers'
revenue, compliance infrastructure, product and service offerings, and
market fragmentation.
• Strategic options as participants adapt their business models, including
product mix, pricing, and alliances.
• Likely and emerging technology, systems, and process changes.
Gain insight into how derivatives broker-dealers may strengthen their
competitive position and the potential implications across market
participants.
Financial Services
Mobile Strategies in Financial Services: Barriers and Opportunities
May 20, 2:00 PM ET
Host: Jim Eckenrode
Presenters: Rob Berini, Arun Prasad, and Val Srinivas
Consumers increasingly use sophisticated mobile devices in their
personal and professional lives, but not necessarily in interactions with
financial services firms. What should banking, insurance, and investment
management firms consider when looking to increase mobile adoption
rates among consumers? We’ll discuss:
• Potential opportunities for expanding existing mobile offerings and
barriers firms may face.
• Ways to create deeper engagement and servicing at point of need to
possibly generate new revenues.
• Preparing for the evolution of this channel and leveraging new
developments in mobile technology to better serve customers.
Hear results from a recent Deloitte Center for Financial Services survey to
learn about mobile strategies for financial services firms.
Look ahead
Uncover what 2014 may have in store for the financial services industry.
To download the sector outlooks, visit:
www.deloitte.com/us/2014outlooks/cfs
9. For program information, visit www.deloitte.com/us/dbriefs 7
Investment Management
Fraud Prevention: Do You Have the Right Controls in Place?
April 29, 2:00 PM ET
Host: Adam Weisman
Presenters: Rachel Berk, John Kim, and John Marshall
Fraud prevention is at the top of the agenda for investment managers.
With recent U.S. SEC activities, how can investment managers prioritize
efforts to develop a strong culture of anti-fraud programs and controls?
We’ll discuss:
• Recent SEC enforcement actions and priorities, including the focus on
corporate disclosures and the type of information companies release to
investors.
• Whistleblower provisions of the Dodd-Frank Act post-implementation
and implications for the future, including the possible scope and speed
of SEC actions.
• Regulator and investor concerns over potential fraud through valuation
manipulation and establishing transparent methodologies to help
mitigate this risk.
Learn ways investment managers can bolster their anti-fraud programs.
Survival of the Fittest – Where and How Fund Managers are Creating
Organizational Optimization
May 15, 2:00 PM ET
Host: Joe Fisher
Presenters: Karl Ehrsam, Garrett O’Brien, and Jib Wilkinson
Limited top-line growth and operational cost creep have many alternative
investment managers grappling for productivity gains. How can you deal
with rising compliance costs, institutional investor demand for customized
service levels, and challenging alpha generation? We’ll discuss:
• The expanding role of data as regulators and investors press for earlier
and more substantial reporting.
• Operating model considerations, including in-house vs. third-party or
affiliated service providers.
• Opportunities for fund managers to fine-tune their risk management
approaches and stay on top of emerging threats as investors and
regulators increase their risk management focus.
Explore how fund managers can optimize their organization through
effective management of talent, technology, and risk management
practices.
Insurance
Value-Added Risk Management: Preparing for New and Varied
Expectations
May 6, 2:00 PM ET
Host: Gary Shaw
Presenters: Rich Godfrey, David Sherwood, and Jyoti Vazirani
Recent regulatory developments and increasing expectations from
boards, regulators, and rating agencies has put intense focus on the risk
management processes and capabilities of insurance companies. As a
result, many insurers are enhancing their risk management capabilities to
improve measurement, mitigation, and reporting of key risks to company
operations. We'll discuss:
• How regulatory supervision and traditional risk management are
converging.
• Impacts of emerging expectations on risk managers and their teams.
• Adding value – moving beyond basic risk measurement by adding
business insight.
Learn how insurers can take practical steps to obtain more value from
risk management investments and as they prepare to meet enhanced
regulatory and other stakeholder expectations.
Auto Insurance Telematics: Where the Data Meets the Road
June 24, 2:00 PM ET
Host: Gary Shaw
Presenters: Andrew Goldberg, John Lucker, and Sandeep Puri
As more insurers develop usage-based programs and new players
consider entering the market, what obstacles might they face in profitably
leveraging telematics data while overcoming consumer and regulatory
concerns? We’ll discuss:
• Drivers of telematics’ disruptive potential, including consumer
segmentation, technological enablers, and opportunities to offer value-
added services.
• Critical capabilities and strategic decisions affecting products and pricing,
customer service, and claims management.
• Efforts to level the playing field for smaller and regional carriers, as well
as those that don’t go the telematics route.
Learn ways insurance companies can benefit from telematics while
navigating potential potholes or speed bumps.
Industries
10. 8
Industries
Real Estate
Host: Bob O’Brien
Global Real Estate Market Update: Around the World in 60 Minutes
April 8, 11:00 AM ET
Presenters: David Brown, Anthony Cocuzzo, and Alexander Collinson
As the global economy continues to evolve, so do global real estate
markets. What is driving recent changes and what is the current state of
the developed and developing EMEA, Americas, and Asian markets? We'll
discuss:
• Global movement of real estate capital and where it is headed.
• Growth of the current global middle class and how it is affecting certain
real estate markets, including Brazil, the Middle East, and Southeast Asia.
• Key challenges and lessons learned by international real estate investors.
Gain insights into how international real estate markets are recovering
from the global financial crisis, with an emphasis on new opportunities and
challenges around the world.
Current and Future Sustainability-Related Trends: It’s Not Easy Being
Green
June 4, 2:00 PM ET
Presenter: Kristen Sullivan
The commercial real estate (CRE) industry's adoption of sustainability
is evident from the recent exponential rise in Leadership in Energy and
Environmental Design (LEED) certifications. However, with record low
development activity and pushback from various stakeholders forcing CRE
players to retrofit more existing buildings, how can the industry realize
more benefits of sustainability? We'll discuss:
• Common issues affecting environmental impact of CRE buildings and
examples of recent sustainability adoption.
• Increase focus on, and concerns about, sustainability by various
stakeholders, including tenants, investors, and governments.
• Opportunities to enhance your organization’s transparency and
disclosure around sustainability performance through alignment with
recognized frameworks.
Learn ways to broaden your sustainability imprint and derive competitive
gains.
11. For program information, visit www.deloitte.com/us/dbriefs 9
Industries
9
Automotive
The Changing Nature of Mobility: Understanding Consumers’
Transportation Decisions
June 12, 1:00 PM ET
Host: Craig Giffi
Presenter: Joe Vitale
For automotive companies, changes in how consumers choose to get
from one place to another create complex questions that may impact
their products and how they engage customers. What should automotive
executives understand? We’ll discuss:
• Factors such as cost and convenience that are driving consumers’
mobility decisions.
• Tradeoffs consumers across different generations are willing to pay for to
own a vehicle.
• How vehicle features and the shopping experience impact purchase and
lease decisions.
• Opportunities to engage consumers outside of the automotive purchase
funnel.
Hear results of Deloitte’s Global Automotive Consumer study and how
automotive companies can take advantage of the evolving transportation
landscape and consumers’ changing mobility decisions.
Process Industrial Products
Additive Manufacturing: Exploring Practical, Impractical, and
Revenue-Driving Applications
June 19, 1:00 PM ET
Host: Doug Gish
Presenters: Jeff Carbeck, Mark Cotteleer, and Jim Joyce
More popularly known as 3D printing, additive manufacturing has
exploded into public consciousness in recent years. As additive
manufacturing technologies advance and costs fall, their impact on
manufacturing will likely increase. We’ll discuss:
• An overview of the additive manufacturing market and technical
landscape.
• Advantages and disadvantages of additive manufacturing relative to
traditional manufacturing processes.
• The impact of additive manufacturing on the scale and scope economics
that drive manufacturing strategy.
• Four paths manufacturers can follow as they integrate additive
manufacturing into their operational and business models.
Explore the quickly evolving world of additive manufacturing and ways
that your organization can take advantage of its capabilities.
Be informed
Explore how globalization, sustainability, and technology are affecting
the nature of mobility.
To read the report, visit:
www.deloitte.com/us/geny2014
12. 10
Retail Distribution
Host: Kasey Lobaugh
Digital’s Growing Influence in Retail: Common Misperceptions About
This Important Medium
April 17, 11:00 AM ET
Presenters: Lokesh Ohri and Jeff Simpson
Ownership of smartphones, tablets, and other digital devices is growing
exponentially – so much so that over $1 trillion in retail sales today are
influenced by them. To obtain an expanding slice of the pie, leading
brands will need to realize the full value of digital in the shopping
experience. We’ll discuss:
• The extent to which digital touch points influence the stages of
consumers’ shopping journey.
• Digital’s effect on conversion, traffic, basket size, and customer loyalty.
• Digital’s impact across product categories and store types.
Explore how effectively engaging with your customers through this
important medium can drive more profitable results.
Travel, Hospitality Leisure
Host: Scott Rosenberger
Restaurant Customers Who Count: Building Relationships with High-
Value Patrons
May 8, 11:00 AM ET
Presenters: Danielle Hawkins and David Michelson
What relationships does your restaurant company value? Restaurant
reviewers hand out stars for good dining experiences, but your regular
patrons are the ones who really count for your bottom line. We’ll discuss:
• Ways to refresh restaurant brands and loyalty programs based on
consumer behaviors, attitudes, and engagement preferences.
• Maintaining brand relevance in the face of competition and fast-paced
technological change.
• Building repeat clientele through focusing on customer experience –
What keeps them coming back again and again?
Learn results of Deloitte's restaurant loyalty study and how to take a
holistic approach to building your customer loyalty programs and efficiently
capturing value from high-value patrons.
Health Sciences
Host: Harry Greenspun
Interoperability: Breaking Down Barriers in Health Information Technology
April 8, 1:00 PM ET
Presenters: David Biel, Erik Pupo, and Quinn Solomon
As the health care industry moves forward with breakthroughs in health
information technology, interoperability is becoming top of mind to
optimize care. How can collaborative technology promote a connected
health experience and support patient engagement? We’ll discuss:
• What health care companies can learn from other industries that have
addressed the technical and business challenges of systems communications.
• How industry and technology standards impact innovation and business
development in health information technology.
• Considerations and smart steps towards interoperability in the health care
industry.
Explore potential impacts that interoperability could have in improving health
information exchange and realizing meaningful use of electronic health
records.
Harnessing Innovation: New Strategies for Life Sciences
May 6, 1:00 PM ET
Presenters: Terry Hisey, Mathew Hudes, and Glenn Snyder
In the midst of a quickly evolving health care environment, life sciences
companies are still striving to bring innovative products to market. How are
these organizations adding value to the broader health care community
while continuing to create economic value and stability for stakeholders?
We’ll discuss:
• New leadership concepts and employment strategies emphasizing talent
management.
• Strategies for accessing, executing on, and institutionalizing innovation.
• Potential impacts of life sciences innovation on health care providers,
plans, government, and consumer stakeholders.
Explore effective approaches and lessons learned that can help life sciences
companies improve their ability to innovate reliably and routinely.
The Journey to High-Quality Health Care: New Business Models
Emerge
June 10, 1:00 PM ET
Presenters: David Betts, Leslie Korenda, Paul Lambdin, and Susan Novak
With high-quality patient and family experiences a central focus of health
reform, business models across the industry are changing. How can health
care consumers benefit from the shift to innovation and value in the health
care industry? We’ll discuss:
• How consumers are helping drive the health care industry’s pursuit of new
innovations in care delivery.
• New ways in which employers are sharing costs with employees and
providing incentives to encourage cost-saving decisions.
• Retail capabilities that could drive the health plan and provider markets of
the future.
Explore the move away from traditional health care business models toward
innovative approaches that focus high-quality care tailored to consumers.
Industries
13. For program information, visit www.deloitte.com/us/dbriefs 11
Technology, Media Telecommunications
Host: Eric Openshaw
The Future of the Business Landscape: What's in Store for TMT
Companies?
May 13, 1:00 PM ET
Presenters: John Hagel and Duleesha Kulasooriya
Technological advances, economic liberalization, and shifting U.S.
consumer values are transforming businesses today. Will a winner-takes-all
world emerge, or will increasingly fragmented competition spell the end of
scale for U.S. firms? We'll discuss:
• Why some business are fragmenting while others are growing larger,
benefiting from scope and scale, and still others are becoming
intermediaries, connectors, or mobilizers.
• How large and small players increasingly reinforce each other, and
implications for technology, media, and telecommunications (TMT)
companies.
• How emerging technology platforms help balance contradictory forces
driving concentration and fragmentation.
Learn how TMT companies can benefit from building platforms and
infrastructure or from becoming mobilizers and operators in this changing
landscape.
The Internet of Things Ecosystem: The Quest for Value
June 25, 1:00 PM ET
Presenters: John Hagel and Craig Wigginton
As the confluence of several mature and emerging technologies,
the Internet of Things (IoT) is rapidly developing into a vibrant new
marketplace. What are important considerations for technology, media,
and telecom (TMT) companies as they compete for opportunities? We’ll
discuss:
• Questions TMT executives should be asking about impacts of IoT
technologies, performance improvement opportunities, and where value
can be generated.
• Building an IoT ecosystem where all players benefit – defining different
players' roles and relationships, and already-successful tactics.
• Security and privacy challenges, including how data protection
responsibility is assigned and monitored, and defining appropriate
security and privacy standards.
Explore this quickly developing new opportunity for TMT companies.
Industries
Access more
View brief videos on how to weather the storm of the dynamic
semiconductor landscape.
To watch the videos, visit:
www.deloitte.com/us/atthecore
14. 12
Energy Resources
Host: John McCue
MA in Alternative Energy: What's Driving Recent Activities?
April 24, 2:00 PM ET
Presenters: Brian Boufarah and Marlene Motyka
The alternative energy sector continues to innovate and progress toward
cost parity with conventional energy sources, driving many companies
to consider new growth and MA transaction opportunities. What is
happening in 2014 and beyond? We'll discuss:
• Key MA trends and developments underlying alternative energy
markets.
• Which types of companies have been acquiring, what has been driving
their activity, and how they are acquiring.
• Potential issues and risks that buyers focus on when considering
transactions.
• Insights into what recent deals reveal about future MA activity in the
alternative energy sector.
Learn what types of MA activities and opportunities are shaping the
alternative energy sector in 2014 and beyond.
The New Math – Solving the Equation for Disruption to the U.S.
Electric Power Industry
May 21, 2:00 PM ET
Presenters: Greg Aliff and Marlene Motyka
Impending disruption to the traditional U.S. electric industry business
model has received much attention, with many believing that profound
change is inevitable. However, the subject continues to be debated. We’ll
discuss:
• Drivers behind the disruption of today's business model, such as the new
license to do business, new market entrants, and emerging technologies.
• A framework to help address disruption, including a model to address
the pace of disruption across the United States.
• Critical marketplace dynamics – what role will technology, customers,
and regulators play?
Learn new ways to analyze marketplace dynamics and begin a dialogue
about new business models required to confront challenges and seize
opportunities that lie ahead.
Industries
15. For program information, visit www.deloitte.com/us/dbriefs 13
Federal State Government
Host: Steve Dahl
States' Evolving Role in Health Care: A Roadmap for Health System
Transformation
April 29, 2:00 PM ET
Presenters: Patrick Howard and Michael Kleinmann
A dynamic health care environment has created opportunities for states to
take a pivotal role in shaping the future. These opportunities will expand as
state health entities become more integrated with the private sector and
through public-private partnerships. We’ll discuss:
• Potential scenarios for state agencies’ role in the future.
• How state agencies can plan for tomorrow’s challenges using public and
private sector best practices and innovations.
• What an integrated infrastructure will need to help meet future needs.
Learn how states can develop a roadmap that is focused on innovation
and transformation, and which charts a course for a complex health care
future.
Public Sector Tech Trends 2014: Bringing the Venture Capital Mindset
to Government IT
June 18, 2:00 PM ET
Host: Jan Lane
Presenters: Vance Hitch and Kristen Miller
The role of public sector information technology leaders continues
to evolve to meet agency, constituent, and mission needs. As doing
more with less becomes the demand, they must adopt a new mindset
and capabilities to help drive improved mission accomplishment and
innovation. We’ll discuss:
• Venture capitalist principles, including portfolio management,
innovation, and ROI, and their benefits to government.
• Barriers to entry within the public sector, including risk aversion,
appropriated funds, and talent acquisition.
• Strategies for adoption, including modular project development,
relationship building, and elevating the status of CIO.
Learn how government IT leaders can use private sector approaches to
drive innovation and organizational value through their IT portfolio.
Industries
16. 14
China Issues
Challenging Landscape for China’s Cross-border MA
April 25, 11:00 AM ET
Host: Chris Cooper
Presenter: Patrick Yip (Hong Kong)
With growth slowing and pressures building across a vast economy, China
has reached an important new inflection point. What should foreign
companies keep in mind as they revisit their investment strategies for China
and eye the global positioning of their Chinese rivals? We'll discuss:
• Trends shaping cross-border business climate in China, including the Xi-Li
reform agenda and recent regulatory changes.
• Some recent cross-border MA transactions.
• A focused look at Chinese outbound investments, including those made
in North America.
Gain insights into emerging Chinese MA trends and opportunities and
consider the implications for your business through 2014 and beyond.
2014 Mid-Year Review: Rules that May Shape Inbound Investment
into China
May 8, 11:00 AM ET
Host: Vivien Wang
Presenters: Li Qun Gao (Shanghai) and Jennifer Zhang (Beijing)
With the galloping horse approaching mid-year, new Chinese tax and
regulatory changes could impact foreign investors. What should you
consider as you revisit your business strategies in China? We'll discuss:
• Common issues in VAT reform implementation and recent VAT rule
changes.
• Continued focus on non-resident taxation – recent rule changes and
cases of interest.
• An update on the impact of the China (Shanghai) Pilot Free Trade Zone
on multinationals, as well as other expected tax policy changes and their
potential effects on businesses.
Learn how businesses are striving to anticipate, manage, and resolve
ever-changing regulatory issues in China and explore ways to position your
business there.
Outlook for China’s Oil and Gas Sector
June 12, 11:00 AM ET
Host: Chris Cooper
Presenter: John England
As energy demands in China have accelerated dramatically with the
country's rapid growth, Chinese energy companies have both imported
oil and made significant investments in North America and globally. What
are the implications for international players and their globalizing Chinese
peers? We'll discuss:
• Impacts of China’s energy demand on the global energy sector.
• Key trends shaping China’s oil and gas sector and cross-border
investment strategies.
• Insight into how oil and gas players are responding to new challenges
and opportunities.
Learn more about the next chapter in China's oil and gas sector and what
it may mean for your business.
Markets
17. For program information, visit www.deloitte.com/us/dbriefs 15
Markets
Private Companies
Import, Export, and VAT Compliance: Risk Management for a
Growing Global Footprint
April 30, 2:00 PM ET
Host: Bob Rosone
Presenters: Helen Cousineau, David Goldberg, and Benno Tamminga
As private companies expand their footprints, they often begin conducting
business internationally through sourcing materials or exploring new
markets. What import, export, and value-added tax (VAT) issues could
prove to be serious obstacles to global growth? We'll discuss:
• A macro-level view of import, export, and VAT regimes around the world
and how they affect international trade flows.
• Typical touch points in a global supply chain where import, export, and
VAT issues arise, including common tax and duty risks.
• Practical considerations for private companies setting up a global trade
and VAT compliance program.
Gain insights into this increasingly important area of tax and operational
risk management for private companies.
International Third-Party Due Diligence: How Much is Enough?
May 16, 2:00 PM ET
Host: Julia Cloud
Presenter: John Leonard
Even the smallest private companies today may have international risk
exposure through third parties. With increasingly aggressive government
enforcement of anti-corruption laws, how much third-party due diligence
is enough? We'll discuss:
• The regulatory environment relating to corruption, technology export
control, and conflict materials.
• Defining the potential universe of third parties, including suppliers,
distributors, joint venture partners, and acquisition targets.
• Risk-ranking third parties as part of an effective due diligence approach
with a risk assessment process.
• Processes, tools, and resources to conduct due diligence, including
surveys, screening databases, and social media.
Learn about this increasingly important area of risk management for
private companies.
Strategic Risk Management: Integrating Risk with Business Strategy
and Planning
June 24, 2:00 PM ET
Host: Mark Davis
Presenters: Glenn Yauch and Alex Zmoira
Strategic risk management means focusing not only on the top risks to
your company strategy, but also strategic assumptions, priorities, and
business models. How can private companies benefit from this approach?
We'll discuss:
• Transforming traditional risk management into a strategic enabler of
business value preservation and business value enhancement.
• Understanding risks of your business strategy vs. risks to the strategy –
calculated, imposed, and self-inflicted risks.
• Making techniques and processes that address strategic risks as part of
your organizational DNA.
• Considerations for monitoring strategic risks and addressing them when
they are identified.
Learn how strategic risk management can become a vital part of your
private company's growth plans.
Plan ahead
Learn considerations for addressing succession planning.
To follow the series, visit:
www.deloitte.com/us/dges/businesssuccessionplanning
18. 16
Technology Executives
Host: Bill Briggs
Industrialized Crowdsourcing: The Future of Workforce, Labor,
and Resource Utilization
April 3, 2:00 PM ET
Presenters: Marcus Shingles, Jonathan Trichel, and Peter Diamandis,
Chairman and CEO, XPRIZE
Crowdsourcing allows enterprises to dynamically source specialized skills
from virtually anyone, anywhere, and as needed. Companies can use this
collective knowledge to help with simple tasks, such as data entry and
coding, to more specialized activities like advanced analytics and product
development. We’ll discuss:
• An overview of crowdsourcing and how organizations can use it to help
solve a wide range of business issues – from the menial to the complex.
• Broader implications for innovation and disruption in the enterprise.
• How organizations have effectively used crowdsourcing to uncover new
ideas and solve business problems.
Discover how crowdsourcing can offer a purposeful, structured, social
platform to solve business challenges.
In-Memory Technologies: The Evolution of a Revolution
May 1, 2:00 PM ET
Presenters: Mike Brown and Doug Krauss
In-memory technologies are becoming the engines of ERP. From analytical
to transactional systems, they offer the potential for business processes
to be fundamentally reshaped. What are important considerations for
companies that want to leverage in-memory technologies? We’ll discuss:
• Recent advances and changes that are leading to today’s in-memory
revolution and the potential to use in-memory technologies to solve new
and advanced business problems.
• Types of investments organizations are making in in-memory
technologies today.
• Examples of how in-memory technology has helped organizations realize
continuous performance improvement.
Learn why you should care about in-memory, and how to identify new
opportunities to use the technology to solve problems differently.
Social Activation: From Measuring Sentiment to Influencing
Perceptions
June 5, 2:00 PM ET
Presenters: Dave Hanley, Doug Palmer, and Gerald Kane, Guest Editor,
Social Business MIT-SMR
The focus of social business has shifted from measuring volume
to monitoring sentiment to influencing perceptions. But in today’s
recommendation economy, the value lies in social activation – compelling
others to advocate your message in their own words to their networks.
We’ll discuss:
• The evolution of social technology from a personal pastime to a
powerful business tool, and why social activation is what matters today.
• Approaches companies are taking to activate their social networks.
• Investments organizations are making today in social technologies.
Hear results of the third annual Deloitte and MIT Sloan Management
Review study to learn how social business is being leveraged for
competitive advantage.
Technology Executives
Stay sharp
Explore 10 trends that offer CIOs the opportunity to shape tomorrow
and to transform business as usual.
To access these insights, visit:
www.deloitte.com/us/techtrends2014
19. For program information, visit www.deloitte.com/us/dbriefs 17
HR Executives
HR Executives
Host: Burt Rea
Leaders at All Levels: Building a Global Leadership Development
Capability
April 9, 2:00 PM ET
Presenters: Neil Neveras and Marisa Paterson, Vice President,
Kaisen Consulting
A shortage of capable leaders is one of the biggest barriers to growth
for multinational businesses. How can HR executives help drive a more
sustained and systemic commitment to leadership development? We'll
discuss:
• High-demand leadership skills, including business acumen, collaboration,
global cultural agility, creativity, customer centricity, influence and
inspiration, and building teams and talent.
• Building blocks of a leadership pipeline, including sustained investment,
time, and expertise, and the importance of creating new leadership
paths.
• Practical steps for building a global leadership pipeline, including
engaging top executives, aligning leadership strategies, and
implementing an effective leadership program.
Explore ways to build leadership pipelines that are global, broad, and deep.
Information Overload and the Always-On Worker: Emerging Coping
Mechanisms
May 7, 2:00 PM ET
Presenters: Ayonna Hammond and Tom Hodson
Information overload and the always-connected work environment are
overwhelming workers, undermining productivity, and contributing to low
employee engagement. How can companies address these increasingly
important issues? We'll discuss:
• Symptoms that employees may be overwhelmed, including fixation
on mobile devices, inability to find information easily through business
systems, and increasing work interruptions.
• Emerging coping mechanisms, including systematic changes, dedicated
time off, team structuring, technology etiquette, and productivity
training.
• A review of the lessons learned from companies that have embarked on
initiatives to address overload issues.
Learn ways to battle the growing challenge of overwhelmed employees.
The Global and Local HR Function: A Balance of Scale and Agility
June 11, 2:00 PM ET
Presenter: Michael Stephan
Global businesses require global HR functions, yet also need to recruit,
train, and manage people locally. How can HR leaders balance both of
these objectives? We'll discuss:
• Characteristics of a globally integrated HR strategy and challenges of
adapting that strategy to local talent marketplaces.
• Moving from a globally rationalized shared services model to a globally
enhanced, high-impact HR operating model.
• Practical steps for making the transition, including leveraging global
technology, rationalizing core services, creating deep specialists, building
HR skill masters, and creating a global center for talent analytics.
Explore ways to create a globally integrated HR strategy while enhancing
HR resources for local purposes.
20. 18
Financial Reporting for Taxes
Host: Vickie Carr
Tax Considerations for Carve-out Financial Statements: Slicing
through the Complexities
June 30, 2:00 PM ET
Presenter: Jay Morris
As companies continue to spin-off, split-up, and sell off parts of their
business, carve-out financial statements become more and more
common. What complex issues are important to plan ahead for, and what
personnel and resources are required to prepare and audit the statements?
We'll discuss:
• Choosing an approach to organizing and preparing tax provisions.
• Gathering appropriate data for the carved-out operations, including
leveraging existing information.
• Understanding and not underestimating the resources and effort
necessary.
Gain insights on challenges and opportunities associated with preparing
carve-out financial statements, especially relating to accounting for income
taxes, and learn ways to help your company navigate this important
process.
Multistate Tax
Host: Karen Boucher
Market Sourcing and State Apportionment: What Are Recent
Developments?
May 1, 2:00 PM ET
Presenters: Bob Carleo and Kristen Cove
States have enacted varying versions of sourcing rules for apportionment
of income from services and intangible property intended to reflect the
market for such income. As a result, businesses and tax authorities alike are
wrestling with the differences. We'll discuss:
• Status of the Multistate Tax Commission's draft proposal on market
sourcing.
• Varying provisions states have adopted, including where benefit is
received, where customer is located, and where service is delivered,
performed, and received.
• State-specific rule differences, including various types of income subject
to these provisions and the application of market sourcing rules to them.
Gain clarity on this fast-moving and highly complex area of state taxation.
Intercompany Expense Disallowance Via Add-back Statutes: A
Constantly Changing Environment
June 3, 2:00 PM ET
Presenters: Mike Porter and Marc Weinstein
To date, approximately half of the states have enacted add-back statutes
that disallow tax deductions for certain intercompany expenses. With more
states considering similar statutes as well as new variations, what should
tax executives be aware of? We'll discuss:
• Scope of the statutes, including deduction disallowance for certain
classes of interest and royalties, management fees, and other intangible
expenses.
• Common safe harbors, including income-receiving party subject to
another jurisdiction's tax and so-called foreign country and conduit
exceptions.
• The manner in which states are interpreting, procedurally implementing,
and enforcing the add-back provisions, including in-depth
documentation requirements.
Understand practical implications of this growing trend in state taxation.
Tax Executives
Gain insight
Read a collection of recent SEC comments and speeches to
understand the current income tax environment.
To access the site, visit:
www.deloitte.com/us/seccomminctax
21. For program information, visit www.deloitte.com/us/dbriefs 19
Global Mobility, Talent Rewards
Host: Elizabeth Drigotas
Retirement and Health Plan Compliance: Issues for Globally Mobile
Workforces
April 2, 2:00 PM ET
Presenters: Robert Davis and Stephen LaGarde
U.S. multinationals face important employee benefit plan changes in 2014
and 2015. How could these changes impact tax compliance for your
globally mobile workforce, both inbound and outbound? We'll discuss:
• Retirement plan and Affordable Care Act (ACA) rules, including coverage,
nondiscrimination, Shared Responsibility, and group health plan
mandates.
• Inbound employees – controlled group issues for retirement plans and
coverage and timing issues under the ACA.
• Outbound employees – proper implementation and documentation of
retirement plan design decisions and ACA coverage and timing issues.
Understand changing tax compliance requirements affecting your mobile
workforce and the importance of communicating decisions to stakeholders
in your organization.
Business Traveler Management and Tax Compliance: Data Analytics
Can Lighten the Load
May 12, 2:00 PM ET
Presenters: Lorraine Cohen and Bill Lloyd
HR department use of workforce analytics is growing, but it can be hard
to prioritize where to apply it. Could management of business traveler
populations be a particularly ripe opportunity? We'll discuss:
• An overview of workforce analytics and an end-to-end look at where
businesses can potentially leverage it.
• Common tax-related challenges of business travel and how analytics may
help identify, track, and manage tax compliance requirements.
• Obstacles to getting started, including issues with travel policies,
collecting traveler data, predicting potential travel-related tax costs, and
documentation for tax examinations.
Learn how workforce analytics may help you proactively manage your
business traveler population and related tax obligations.
The Changing Face of the Global Mobility Function: Guardians,
Defenders, and Heroes
June 5, 2:00 PM ET
Presenters: Patti Wilkie and Chloe Yates
As the global mobility function has morphed from a necessary
administrative function to a strategic function, required skills have changed
dramatically. What are expectations for, and characteristics of, effective
global mobility functions and professionals today? We’ll discuss:
• Partnering vs. policing – global mobility’s new role, including C-Suite
perspectives and developing and selling global mobility’s value
proposition.
• Mobility professional skills – from an operational focus to that of
advocate, marketer, educator, and communicator.
• Retooling mobility professionals – equipping individuals and teams to fill
an increasing skill gap.
Learn about the transformation of global mobility, what new challenges
companies are facing, and what the future is likely to hold.
Tax Executives
22. 20
Federal Tax
Collaboration Agreements: Do They Make Good Business Sense For
Your Company?
May 13, 2:00 PM ET
Host: Kay Pitman
Presenter: Jim Calzaretta
Collaboration agreements are used for many purposes, including joining
two or more parties for shared knowledge or to leverage a distribution
area for added revenue from an existing business. What exactly is a
collaboration agreement and what potential considerations and risks could
a resulting tax partnership pose for your company? We’ll discuss:
• The factors that may create a tax partnership, such as profit sharing and
management control.
• IRS administrative guidance in this area.
• The potential federal, state, and international tax consequences of being
classified as a tax partnership.
Learn how your business might benefit from entering into a collaboration
agreement.
Tax Accounting Method Changes: Automatic Doesn’t Mean Easy
June 17, 2:00 PM ET
Host: Ken Hill
Presenters: Tom Hermanson and Bob Kilinskis
For various reasons, including recent issuance of final tangible property
regulations, taxpayers may choose or be required to request changes
in tax accounting methods from the IRS. If your company makes such
changes, what are important considerations for addressing your company's
objectives for tax planning, as well as compliance and related financial
statement reporting? We’ll discuss:
• The myriad choices of tax accounting method changes and timing their
impact.
• How these choices potentially affect taxable income and tax attribute
planning, financial statement accounting and reporting, the IRS exam
process, and other items such as Unicap.
Brush up on important nuances to pursue favorable outcomes for your
company.
Tax Executives
23. For program information, visit www.deloitte.com/us/dbriefs 21
Tax Operations
Host: Nathan Andrews
Global Tax Compliance and Reporting: It's About to Get Much
More Complex
April 17, 2:00 PM ET
Presenters: Meg Gall and Beth Glynn
Recent and upcoming regulatory changes around the world are likely
to impact tax compliance and reporting practices of multinational
corporations. What risks could your company face? We'll discuss:
• Mandatory audit rotation – potential impacts on your relationship
with tax-providers and related considerations.
• Changing transfer pricing requirements – the OECD Base Erosion and
Profit Shifting (BEPS) initiative.
• Government-imposed electronic tax record and return submission
– existing requirements in Brazil and France, and other countries
considering it.
• Proposed country-by-country reporting requirements – why you
should be concerned about new tax exposure these rules could
create.
Understand new and proposed regulatory changes globally and
potential tax risks your company could face.
The Tax Data Sphere Approach: Taking Tax Data Management to a
New Level
May 15, 2:00 PM ET
Presenters: Dan DeRocco and Curtis Young
Many tax departments struggle with large volumes of data from
disparate sources. How can a tax data sphere approach support
effective tax data management, address related risk management issues,
and enable value-added tax planning? We'll discuss:
• What a tax data sphere is – a consolidated approach to managing tax
data.
• Migration considerations – building a conformed dataset, enhancing
the tax function through tax attribute management, and stimulating
tax planning with analytics.
• Common benefits of a tax data sphere – control and consistency of
tax data and flexibility in managing and planning an organization’s tax
environment.
Learn how to effectively aggregate and manage data for use across the
tax function.
Tax Executives
Discover more
Discover the evolving and increasingly important concept of operational
transfer pricing.
To access the report, visit:
www.deloitte.com/us/dbriefs/optranspricetech
24. 22
Transfer Pricing
Host: Mark Nehoray
Strategic Transfer Pricing: A Growing Imperative for Multinational
Businesses
April 9, 2:00 PM ET
Presenters: Darcy Alamuddin and Peter Yoo
Transfer pricing is an extremely visible international tax issue for
multinational companies today. But could a more strategic, broad-based
approach lead to significant business and tax planning considerations?
We'll discuss:
• Steps companies can take to address transfer pricing risk and create
proper compliance, which creates the foundation for tax planning and
business model optimization.
• The integration of strategic transfer pricing and tax and treasury to
reduce tax expenses and address treasury and cash management
considerations.
• Business model optimization – integrating operational and tax planning
activities on a global scale.
Learn how leading companies are using strategic transfer pricing as the
basis for effective global business and tax planning.
Data Analytics: A Growing Imperative in the Rapidly Changing Global
Transfer Pricing Environment
May 14, 2:00 PM ET
Presenters: Stephen Losavio and Boris Nemirov
Multinational businesses strive to create transfer pricing strategies that
simultaneously address tax risks and operational performance objectives.
Yet internal and external pressures can impede their efforts to implement
tax policies. How can data analytics help? We'll discuss:
• Developments in the global transfer pricing environment that compel
companies to adopt new technology to facilitate transfer pricing
planning and compliance.
• Internal pressures that compound the need for technology, including
data quality issues, manual processes, and constantly changing business
and supply chain structures.
• New analytics tools and methodologies for setting, implementing, and
tracking transfer pricing globally.
Learn how data analytics can aid transfer pricing management processes
on a global basis.
BEPS and Financial Services: Addressing Unintended Consequences of
OECD Guidance
June 11, 2:00 PM ET
Presenters: Rob Plunkett and Bill Yohana
The OECD's Base Erosion of Profit Shifting (BEPS) initiative applies equally
across industries. Yet significant parts of the BEPS guidance appear to be
incompatible with some defining characteristics of the financial services
industry. We'll discuss:
• BEPS guidance that may be incompatible with financial services transfer
pricing, including Actions 4, 9, and 10.
• Practical examples of problems potentially arising from application of this
guidance to the operations of banks, insurance companies, and other
financial services firms.
• Leading practices to defend against BEPS-driven challenges by tax
authorities.
Learn how specific facts and circumstances may support appropriate
transfer pricing methods, even when they appear to be inconsistent with
BEPS guidance.
Tax Executives
Know more
Examine essential transfer pricing and customs valuation information in
key jurisdictions.
To download this guide, visit:
www.deloitte.com/us/dbriefs/2014countryguide
25. For program information, visit www.deloitte.com/us/dbriefs 23
International Tax
International Tax Update: Belgium, A Gateway to Europe, and Recent
Important Developments Around the World
May 29, 2:00 PM ET
Host: Pierre-Henri Revault
Presenters: Brecht Sohier (Brussels) and Mieke Van Zandweghe
Centrally located and with a tradition of hosting industrial and commercial
investments as well as regional headquarters of U.S. multinationals,
Belgium is an important entry point to Europe. The Belgium tax system
also offers tax-efficient structuring considerations for U.S. companies. We'll
discuss:
• Tax and non-tax considerations for establishing European headquarters
in Belgium along with examples of structuring that are commonly used.
• Intellectual property and RD strategies commonly applied in Europe and
Belgium.
• Potential interest income deferral structures for intercompany lending
outside of the U.S.
• Recent legal and regulatory developments in other tax jurisdictions.
Learn about doing business in Belgium and other international tax
developments.
International Tax Issues in Cloud Computing
June 26, 2:00 PM ET
Host: Gretchen Sierra
Presenters: Keith Reams and Ron Saake
Use of cloud computing has grown pervasive in businesses across
industries. But with its increasing use across international borders, what
potential international tax challenges and considerations could it raise?
We'll discuss:
• Income characterization and source of income issues, including the
resulting withholding and consolidated foreign corporation (CFC)
implications.
• Permanent establishment and effectively connected income issues under
U.S. rules and OECD standards, including the relative importance of man
vs. machine.
• Transfer pricing issues associated with the standard business models used
in cloud computing.
• VAT and GST issues surrounding different business models, such as
central contracting vs. local contacting.
Explore the international tax issues associated with cloud computing.
Tax Executives
26. From Deloitte Touche LLP
Elia Alonso, Principal; Jason Barnes, Partner; Brian Boufarah, Partner;
Chris Cooper, Partner; Forest Danson, Principal; Keith Darcy, Senior Advisor;
Mark Davis, Partner; Karl Ehrsam, Principal; John England, Partner;
Bill Fellows, Partner; Joe Fisher, Partner; Rich Godfrey, Principal;
Sandy Herrygers, Partner; Art Kulans, Senior Manager; Ricardo Martinez,
Principal; Adrian Mills, Partner; Garrett O’Brien, Principal; Bob O'Brien,
Partner; Sandy Pfeffer, Director; Sean Prince, Manager; Thomas Rollauer,
Director; David Sherwood, Senior Manager; Pete Shimer, Director;
Guy Sindle, Partner; Kristen Sullivan, Partner; Alexey Surkov, Partner;
Bob Uhl, Partner; Jyoti Vazirani, Director; Khalid Wasti, Director;
Adam Weissenberg, Partner; Craig Wigginton, Partner; Karen Wiltsie,
Partner; Glenn Yauch, Principal; Alex Zmoira, Senior Manager
From Deloitte Consulting LLP
Rob Berini, Director; David Betts, Principal; David Biel, Principal; Bill Briggs,
Director; Mike Brown, Principal; Jeff Carbeck, Specialist Leader;
Bob Comeau, Principal; Robert Davis, Senior Manager; Mark Fedro,
Principal; Doug Gish, Principal; Andrew Goldberg, Director; John Hagel,
Principal; Dave Hanley, Principal; Danielle Hawkins, Senior Manager;
Terry Hisey, Principal; Vance Hitch, Specialist Leader; Tom Hodson, Principal;
Patrick Howard, Principal; Matthew Hudes, Principal; Jim Joyce, Specialist
Leader; Michael Kleinmann, Senior Manager; Doug Krauss, Specialist
Leader; Paul Lambdin, Director; Bill Lloyd, Senior Manager;
Kasey Lobaugh, Principal; John Lucker, Principal; Steve Lunceford,
Specialist Leader; David Michelson, Principal; Kristen Miller, Principal;
Neil Neveras, Director; Susan Novak, Senior Manager; Lokesh Ohri,
Senior Manager; Doug Palmer, Principal; Arun Prasad, Principal; Erik Pupo,
Senior Manager; Sandeep Puri, Director; Burt Rea, Director; Liliana Robu,
Principal; Rich Rorem, Principal; Scott Rosenberger, Principal;
Marcus Shingles, Principal; Sam Silvers, Principal; Jeff Simpson, Director;
Glenn Snyder, Principal; Quinn Solomon, Senior Manager;
Michael Stephan, Principal; Joe Vitale, Principal; Jib Wilkinson, Principal
From Deloitte Financial Advisory Services LLP
Mohammed Ahmed, Senior Manager; Rachel Berk, Senior Manager;
Alison Clew, Principal; Donna Epps, Partner; Leonard John, Director;
John Kim, Director; Matthew Larson, Principal; John Marshall, Director;
Mark Massey, Principal; Marlene Motyka, Principal; Ron Schwartz, Partner;
Gregory Swinehart, Partner; Adam Weisman, Partner; David Williams,
Principal
From Deloitte LLP
Jennifer Burns, Partner; Greg Dickinson, Director; Jim Eckenrode, Director;
Harry Greenspun, Director; Ajit Kambil, Director; Duleesha Kulasooriya,
Senior Manager; Eric Openshaw, Principal; Bob Rosone, Director
From Deloitte Services LP
Greg Aliff, Partner; Mark Cotteleer, Director; Craig Giffi, Principal;
Leslie Korenda, Senior Manager; Gary Shaw, Partner; Val Srinivas,
Senior Manager
From Deloitte Tax LLP
Darcy Alamuddin, Principal; Nathan Andrews, Partner; Karen Boucher,
Director; James Bowtell, Senior Manager; Jim Calzaretta, Partner; Bob
Carleo, Director; Vickie Carr, Partner; Julia Cloud, Partner; Lorraine Cohen,
Partner; Kristen Cove, Partner; Dan DeRocco, Director; Elizabeth Drigotas,
Principal; Meg Gall, Senior Manager; Beth Glynn, Director; Nick Gonnella,
Partner; David Green, Partner; Tom Hermanson, Director; Ken Hill, Partner;
Bob Kilinskis, Partner; Elizabeth Kuck, Senior Manager; Stephen LaGarde,
Senior Manager; Stephen Losavio, Partner; James Morris, Partner;
Mark Nehoray, Partner; Boris Nemirov, Principal; Kay Pitman, Partner;
Robert Plunkett, Principal; Mike Porter, Principal; Keith Reams, Principal;
Pierre-Henri Revault, Principal; Ron Saake, Partner; Gretchen Sierra,
Principal; Mark Steiger, Partner; Mieke Van Zandweghe, Director;
Vivien Wang, Partner; Marc Weinstein, Director; Patti Wilkie, Senior
Manager; Chloe Yates, Senior Manager; Bill Yohana, Director; Peter Yoo,
Principal; Curtis Young, Senior Manager
From Deloitte Touche Tohmatsu Member Firms LLP
David Brown, Partner; Anthony Cocuzzo, Partner; Alexander Collinson,
Partner; Li Qun Gao, Partner; Brecht Sohier, Partner; Jennifer Zhang, Partner
Our presenters
24