International Operations Accounting Virtual Conference: Current Trends in Accounting, Tax & Financial Planning Strategies

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Discover real-world solutions to cut through confusion and increase the effectiveness of your global operations accounting at our all-new International Operations Accounting Conference 2021.

Take 33% off this Virtual Conference!
Use Reference Code: WO21Z
(Discount also applies to Conference Flex Pass.)

(Note: Year-Long Passes do not apply to this course.)



International Operations Accounting Virtual Conference: Current Trends in Accounting, Tax & Financial Planning Strategies

CPE Credit: 16 Hours

Price: $899.00

NASBA Field of Study: Accounting

$499 per day or take both days for just $899!



At this timely and all-new Virtual Conference for financial professionals serving global businesses, our unmatchable team of financial executives from international companies will supply you with up-to-date information and expert guidance on the latest developments, best practices and proven strategies for successfully dealing with today's toughest international accounting, tax, currency and financial planning problems. In addition to the impact of COVID-19 on global contracting, you will also learn how to overcome the challenges of managing your finance and accounting functions in a post-COVID environment.

Join us for this exclusive, online Conference, and take advantage of our new immersive platform to get your questions answered by CFOs from multinational corporations in real-time!

Introducing our Conference Flex Pass! For the ultimate in flexibility, sign up for two consecutive or non-consecutive days of the same conference! (Non-consecutive days must be purchased at the same time.)


•  Meeting Today's Global Challenges

•  Finance Business Process Outsourcing

•  Global Contracting in the New Post-COVID

•  Update on International Taxation

•  The Latest Developments in Transfer Pricing

•  Ethics, FCPA, Fraud & Disclosure Process in
   an International Environment



•  Current Challenges in Establishing Shared
   Services Centers

•  Cybersecurity: Effectively Dealing with
   Today's New International Risks & Threats

•  International Cash & Treasury Management,
   including Hedging Foreign Currency Risk

•  Using Data Analytics in the Optimization of
   the Accounting Cycle

•  Working Remotely & Managing a Virtual

•  Recent Developments at the FASB & IASB

LEARNING OBJECTIVE  To update financial professionals who deal with international operations on the latest developments, best practices
and strategies for handling international accounting, tax and financial planning issues in a post-COVID world.




Welcome & Opening Remarks
8:45 – 9:00 AM

Meeting Today's Global Challenges
9:00 – 10:00 AM
Get an overview of the changing global economic landscape, including US trade relations, and the
impact of Brexit on international companies and trade negotiations.

10:00 – 10:05 AM

Finance Business Process Outsourcing
– 11:05 AM

Selecting the right Business Process Outsourcing (BPO) Partner is critical, as is identifying the right
areas for transition. This session will provide an overview of various aspects related to Finance and
Accounting BPOs
from the objectives and triggers that lead to the decision, to the range of
outsourcing models and options available. We will also look at the key aspects of the journey,
including identification of scope, knowledge transfer, retained organization structure, ongoing
operational rigor, continuous improvement, and the importance of cultural affinity and transparency
in developing a true symbiotic partnership.

11:05 – 11:15 AM

Global Contracting in the New Post-COVID World
11:15 AM– 12:30 PM
This session will focus on hot-button issues and best practices for creating and managing the
contracting process on a global scale. It will also highlight the inherent risks involved in international
contracting and the necessary controls required.

– 1:15 PM

Update on International Taxation
 – 2:15 PM
This session will provide accountants and tax professionals with an in-depth examination of
legislation changes in international taxation that impact cross-border tax planning, including:

• Taxation of foreign-source income
• Deduction of foreign-source dividends received
• Treatment of sales or transfers of stock in foreign corporations
• Expansion of Subpart F: new FDII ownership rules
• Global Intangible Low-Tax Income (GILTI)
• Foreign Derived Intangible Income deduction
• Code §962 election and subsequent distributions
• Changes in tax laws of various foreign jurisdictions with an emphasis on Europe after BEPS
   and ATAD II
• European attacks on state aid
• DAC 6 and ATAD II adopted by European Commission
• The Danish cases in the European Court of Justice

2:15 – 2:20 PM

The Latest Developments in Transfer Pricing
2:20 – 3:20 PM
Following BEPS and the Tax Cuts & Jobs Act, dramatic changes to worldwide transfer-pricing legislation
and Customs rules have made old plans obsolete. This insightful session will explore:
Country-by-Country reporting and documentation
Value creation
New OECD intangible asset definition in action
New services pricing guidance
Strategies for managing US and “Rest-of-OECD” transfer pricing policies

The groundwork for updated financial transactions rules
Customs informed Compliance and Reasonable Care
Entry requirements and procedures
Rulings and legal opinions
Classification and valuation
First Sale Rule
Countervailing and antidumping duties
Duty reduction programs (NAFTA, other free trade area agreements)
Trump tariffs and Section 301 against China
Duty elimination programs

3:20 – 3:30 PM

Ethics, FCPA, Fraud & Disclosure Process in an International Environment
 – 4:45 PM
This session will discuss key challenges faced by multinational companies when dealing with Ethics,
FCPA, Fraud & the Disclosure Process in an international environment. Specifically, the focus will
be on:

• International risk compliance

FCPA hidden traps
• Foreign government anti-corruptions measures
• Effective compliance programs
• Ethics training for employees, field inspections, and more


Welcome & Opening Remarks
8:30 – 8:35 AM

Current Challenges in Establishing Shared Services Centers
– 9:35 AM
"Beyond Shared Services" a term commonly used within the international arenarefers to work by individuals residing in different countries, working together as contractors to provide shared services.  We will discuss the issues and benefits regarding global services in relation to remote work and "working around the clock." Find out how shared services can benefit your organization in a tight US market, and help locate specialized talent at a reasonable cost.

– 9:40 AM

Cybersecurity: Effectively Dealing with Today's New International Risks & Threats
9:40 – 10:55 AM
Organizations' risk exposure is constantly changing due to changes in business, technology, regulatory requirements, and the cyber threat landscape. Risk exposure is heightened for companies that operate globally. This session will focus on understanding risks for their highest criticality assets, establishing an effective and sustainable risk and control assessment program, adhering to applicable regulations, and establishing the foundation to drive a risk-aware culture.

– 11:05 AM

International Cash & Treasury Management, including Hedging Foreign Currency Risk
11:05 AM
– 12:05 PM
This session will focus on some of the latest techniques and strategies deployed by multinational
companies when managing international cash (including mobilizing global cash), as well as treasury
operations. It will also bring participants up-to-date on the latest technology available when dealing
with multinational assets, and specifically address methods of maximizing returns in today's
global market.

12:05 – 12:50 PM

Using Data Analytics in the Optimization of the Accounting Cycle
12:50– 1:50 PM
Financial professionals need simple solutions to today’s complex accounting issues. Experts from Oracle will provide you with the latest IT strategies and technologies to help you and your team optimize, consolidate and streamline data, as well as predict future business trends and patterns. Topics include:
Leveraging data from multiple sources
Maintaining accuracy and trust
Improving productivity
Developing faster real-time insights

 – 1:55 PM

Working Remotely & Managing a Virtual Workforce
1:55 – 3:10 PM
Join executives from Starbucks, Oracle, and other major corporations, to learn how to successfully manage a productive stay-at-home workforce, by providing effective communication, technical support and employee incentives.

 – 3:20 PM

Recent Developments at the FASB & IASB
3:20– 4:35 PM
• Current active agendas
• Recently completed projects and related implementation issues
• Recently issued Exposure Drafts and other formal projects
• Accounting updates with upcoming effective dates

Conference Ends
4:35 PM



Andrea Adler, Director, Valentiam Group

Alagu Al, Senior Director, Global Controllers Organization, Oracle

Galia Antebi, Member (Partner), Ruchelman, PLLC

Jamal Aquil, Tax Associate, International, KPMG

Steve Bonham, Senior Director Finance, Global Controller Organization, Oracle

Shantanu Chandra, Advisory Director, PwC

Kevin Cunningham, Managing Director, KPMG

Marisol Diaz, Finance Director, Global Controller Organization, Oracle

Cameron Diegle, Financial Controller, North America GBUs, Oracle

Louis Fanzini, Chief Accounting Officer and Global Controller, MISTRAS Group, Inc, former FASB Industry Fellow, FASB

Rosemary Ferrero, President, Ferrero Business Consulting

Jennifer Gettmann, Director, Global Consolidations, Risks and Controls, and Techincal Accounting, Starbucks

Matthew Gorham, Managing Director, PwC

Brooke Hopkins, Managing Director, AlixPartners

Masami Katayama, Director International Controller, China & Asia Pacific, Starbucks

Matthew King, Associate Attorney, Gibson Dunn

David Levi, SVP Controller, Principal Accounting Officer, Vonage

Ka-on Li, Partner, Jones Day

Susan Markel, Managing Director, AlixPartners, former Chief Accountant, SEC

Robert Mason, Corporate Controller, Dole Food Company

Ian Mitchell, Cybersecurity & Privacy Advisory Services, PwC

Gregory Myers, Senior Assistant Controller, Oracle

Reuven Pinksy, Deals Partner/Principal focusing on Valuation, PwC

Eric Powell, Director, AlixPartners

Amanda Raad, Partner, Ropes and Gray LLP

Rohit Reddy, Senior Manager, Global Cybersecurity and Privacy, PwC

Stanley Ruchelman, Chairman, Ruchelman PLLC

Alfred Sanders, Partner, CFO Operations and Transformations, Genpact

Shamina Sneed, Chief Compliance Officer and Deputy General Counsel, Investment Management, Heitman

Allison Speck, Associate, Valentiam

Ron Stott, Value Engineer, Kyriba

David Talakoyb, Partner, Valentiam Group

Bill Witt, Director, Accounting and Transaction Services, MorganFranklin





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