Financial Reporting & Accounting Playbook

Financial Reporting & Accounting Playbook

January 18, 2018, 1:00 PM

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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.

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


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

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.