Financial Reporting & Accounting Playbook

Winning Plays from the Pros

Thursday, January 18, 2018

4:00 – 5:30 pm, eastern time [archive and transcript to follow]

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Win the quarterly review and annual audit game! Our expert panelists will help you create an audit playbook, including tips for gathering valuation assumption support and documenting various decisions and actions, as well as many other proven strategies. Listen as they share lessons learned from ASU 2016-09, and best practice tips on process documentation and internal controls considerations for calculations under ASC 718.

  • Raul Fajardo, CEP, Certent
  • Kevin Hassan, CPA, PricewaterhouseCoopers
  • Bill Storey, CPA, CEP, Stock & Option Solutions

Among many other topics, this program will cover:

  • How to identify who you need on the team and what role(s) they will play
  • A review of the steps you should consider taking in preparing your stock comp calculations and disclosures, as well as checklists and some commonly used internal controls to ensure that you don't miss a step
  • How to best prepare your stock comp calculations for review and audit by your auditors


Continuing Education: This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.

How to access the webcast: Visit on the day of the program and click the link for the webcast. You need either Windows Media or Flash to listen to the webcast. An audio archive and transcript of the webcast will be posted after the live program. Please test your system in advance.

Cost: There is no charge for this program if you are a member of the NASPP for 2018. The webcast cost for non-members is $860.

Registration: Advanced registration is not required for NASPP members. Non-members can email or call (925) 685-9271 to register for the program.

If you can’t access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive will be posted immediately following the conclusion of the live program and a text transcript will be posted within two weeks.