On-Demand Learning

Accounting

Recorded on: Apr. 20, 2011

LIZABETHANN R. EISEN: As we move to our next panel, let me introduce-- take a second, Joel is going to stay with us, who you already know. And Beth is joining us from PricewaterhouseCoopers. And she is the SEC Services Consulting Partner in the National Professional Services Group of PWC. And in this role, Beth is responsible for advising clients and engagement teams on a national basis, regarding technical accounting reporting and auditing matters ...

Recorded on: Jun. 6, 2012

ERIC SLOAN: All right, so our final panel is on professional ethics and transactional setting, and for that we continue to Brad Borden, and joining Brad is Dennis Ventry. Dennis is a professor UC Davis where he teaches tax and legal ethics in corporate practice. This is the ethics credit part of-- BRAD BORDEN: It is going to be interesting anyway. DENNIS VENTRY JR.: Especially combined with tax. So I think the hook on this, and the reason why tax ...

Recorded on: Feb. 1, 2013

Taken from the briefing Reading Public Company Financials - What You Need to Know recorded January, 2013. Knowing how to read a public company’s financial statements can help you hear what is sometimes not being said.  This briefing will show you how to read between the numbers to extrapolate relevant information; spot red flags; gauge the financial health of a company; and better communicate with business and financial professionals. Using ...

Recorded on: Feb. 13, 2013

AMY TAUB: Thank you. Hello. My name is Amy Taub, and I'm a program attorney with PLI. I would like to welcome you to today's briefing, "Reading Public Company Financials, What You Need to Know". Before I begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing via the course ...

Recorded on: Jul. 23, 2013

LAWRENCE M. CIRELLI: Thanks, Carla. So our last session of the day, as I mentioned before the break, is Regulatory Trends-- Fraud and Other Issues on the Horizon. We are very pleased to have back, after a little bit of a hiatus, Les Hand. Les taught this class with me. I had a note in my old notes, my outline that I have here, that I wrote lES on the top because he said something in his presentation I wanted to follow up on, and that was probably ...

Recorded on: Jun. 26, 2012

GENE CAPELLO: Well sorry for the fire drill here, but there was no break in between, so we're going right into our next panel. Those are risk issues that keep audit committee members awake at night. Let me introduce our panelists, some of whom you've already met. To my right is Nina Henderson of Henderson Advisory. And Nina has a tremendous amount of experience on boards of directors and on audit committees. She has been Director of AXA Financial, ...

Recorded on: Jun. 24, 2013

GENE CAPELLO: Well, good afternoon again. Thank you for joining us. I know this is tough on a Friday afternoon, when the weather's so beautiful out there. But we'll endeavor to make this as entertaining as possible. Title of our panel this afternoon is Risk Management, A Full Plate - But Is It Too Much? If you're an audit committee member and you weren't discouraged by the last panel, we'll try to do it again for you with this one as we talk about ...

From the program: Securities Regulation Institute 2012 (44th Annual)

Recorded on: Nov. 13, 2012

Taken from the Web Program Securities Regulation Institute 2012 (44th Annual) recorded November, 2012 in New York. Lecture Topics  [01:31:16] The Changing World of Accounting and Auditing - No Lawyer Left Behind  [01:31:16] The brave new world of audit committees and auditors Is IFRS coming to our shores? And what will it mean if it does? The accounting and auditing of (not) going concerns Challenging accounting ...

Recorded on: Dec. 6, 2012

SPEAKER 1: Three minutes to cover QRM and the FDIC. SPEAKER 2: Great. We can do anything. OK. There are a bunch of QS ads, QRM is one of them. Very, very narrowly defined. Most particularly with a 28% percent debt to income ratio, and an 80% LTV maximum. That basically means you're talking about maybe 30% of loans that are typically originated. There's no concept of compensating factors where one can be higher if the other is lower. So the point ...

Recorded on: Jun. 21, 2010

ERIC SLOAN: Good morning. We're going to get started. Welcome back to the second day of finance for lawyers. As with yesterday, we want to keep this interactive and casual so if you have questions or issues you want to explore, just raise your hand ask the panel. They'll repeat the questions so people on the web can hear the question and then they'll answer or dodge it as appropriate. We're going to start today with a panel on restructuring and bankruptcy. The ...

Recorded on: Jun. 6, 2011

ERIC: All right, we are in the homestretch. Two panels to go. I'd like to welcome for the next panel on solvency, restructuring, and bankruptcy our three panelists. In the middle is a colleague, Farley Lee. He is a senior manager in the San Francisco office of Deloitte. He's in our FAS practice, Financial Advisory Services. He focuses on restructurings, particularly representing debtor side. And as he was explaining to me earlier, that typically involves ...

Recorded on: Jun. 6, 2012

ERIC B. SLOAN: All right, welcome back. For our next panel we have three really great speakers. To my immediate right is Doug Lane. Doug is a managing director at GLC Advisors which is a leading independent restructuring advisory firm. And before joining GCL Doug was with UBS's restructuring and leveraged finance group in San Francisco. And Doug is actually back-- this is your second year? DOUG LANE: Second year, yeah. Thank you. ERIC B. SLOAN: ...

Recorded on: Oct. 12, 2011

MARC MILLER: OK. We're staying on schedule. And we're now on our second to last session. 2:45 to 4:00 PM. Talking about solvency, restructuring, and bankruptcy. We're going to talk more about the concept you've heard, I think, initially yesterday morning around going concern. Hear about earnings, liquidity, financing, restructuring options. Obviously those with regard to solvency issues and the like. So we're pleased to have the following two gentlemen ...

Recorded on: Aug. 11, 2010

Good morning everyone. Hope everyone had a good night last night. Really appreciate you hanging in there, I know we covered a lot of topics yesterday. We have another full day today. So appreciate you guys being here bright and early. And anyone that's coming in after this is going to have to occupy this front row here. We're going to fill this up first. So thanks very much. We're going to get started. Our first session is solvency, restructuring, ...

Recorded on: Jun. 5, 2013

KIRSTEN S. AUNAPU: OK, great, I'd like to welcome our next speakers, Todd Rosen and Doug Bodel. The subject will be Solvency, Restructuring, and Bankruptcy. It'll be a 60-minute segment followed by lunch. I'd like to welcome back first, Todd Rosen, has been a speaker for this segment for the past couple of years. Todd is a bankruptcy partner in the Los Angeles office of Munger, Tolles, & Olson. Todd joined the firm in 2004 after working as an ...

Recorded on: Oct. 16, 2012

DANA MCFERRAN: Good morning. Just want to welcome everyone back to our New York facility, here all the participants here, and also to all of our participants via webcast, to Day Two of the PLI Pocket MBA program. I hope you all enjoyed the first day's session. I think it was very informative, and I hope that you'll enjoy today's session. I think we have a great host of distinguished faculty members and presenters. And as I said yesterday, please ...

Recorded on: Oct. 19, 2012

MARK H. LEEDS: Good morning, my name is Mark Leeds. I'm a tax shareholder at Greenberg Traurig. I know that, just like myself, the entire audience here cannot possibly be more fascinated by the taxation of swaps and other financial instruments. Because this is a tax conference, right? So it's a pleasure to be here. And I'm really honored to be asked back. This is my third or fourth year doing the single tax section that you'll be forced to sit through. This ...

Recorded on: Mar. 30, 2010

SPEAKER 1: Welcome back. To finish day one, we're turning to a discussion of tax and accounting issues. These issues are relevant to most, if not all, of the products, all of them really in one way or another, that we're talking about today. The accountant and the tax lawyer have flipped a coin, or otherwise decided that Brad McGrath from KPMG will lead-off and discuss some accounting issues affecting the financial services market. Brad is a ...

Recorded on: Feb. 10, 2012

ROBERT S. RISOLEO: Richard Larkins moves up here I will introduce him. Richard is another veteran of the program. And thank you, Richard, for returning again this year. Richard is a partner at Ernst & Young LLP in the capital markets tax practice in their national tax department in Washington DC, where he focuses on the federal income taxation of financial instruments and products. He's a frequent speaker on the subject that he's going to address ...

Recorded on: Mar. 7, 2012

SPEAKER 1: Suzanne asked me to make her introduction short, and that's what I'll do. Suzanne is one of the preeminent thought leaders in IP management and IP monetization. Her background is in economics. She was at Law and Economics Consulting Group. She has been a valuation expert for many, many years. Based on what you've heard earlier today, I think I can predict that this will be the most controversial panel of the day, because this subject really ...

Recorded on: Oct. 12, 2011

MARK: OK, so I'm going to try to keep us on track here and move to our 2:30 session. After this session, we'll take a 15 minute break with our 3:45 reconvening and our closing session for today. But now at 2:30, we have Treasury, Financial Instruments, Cash Management, and Forecasting. We'll really get in an overview of the treasury function within the organizations that we work at or who we support from a client service standpoint. We'll get an understanding ...

Recorded on: Jun. 6, 2011

SPEAKER 1: On what is in your books, this is not Karina Ruiz. I'm happy to introduce, Bill Fellows, who is a Senior Manager at Deloitte he's in the accounting, valuation. and analytics service offering. Bill has over 11 years of experience, in serving primarily financial services industry clients. And he specializes in assisting clients in the application of the accounting literature for complex transactions, involving financial instruments, securitization, ...

Recorded on: Mar. 20, 2013

CHAD RUCKER: Thank you so much for coming out today. We have a very, very exciting panel here today. Joining me today we have Gopal Burgher. Gopal Burgher is a partner at Burgher Gray Haile & Jaffe. And Gopal's principal areas of practice include capital markets, complex finance transactions, real estate, community development transactions, mergers and acquisitions, joint ventures, and general corporate matters. In the capital markets and complex ...

Recorded on: Oct. 16, 2012

EWA KNAPIK: Hello. We are moving, now, to our next panel discussion-- Valuation Application and Methodologies. I would like to introduce our panelists. Philip Antoon is a managing director in the Alvarez and Marsal Valuation Services Practice. Since 1989, Phil has been assisting clients worldwide in the valuation of corporate entities, intangible assets, common and preferred stock options, and that. Phil has in-depth focus, providing these valuations ...

Recorded on: Jun. 21, 2010

ERIC: All right. Thank you. We're going to move on to our next topic, which is valuation, application and methodologies. A number of other panels have touched on, at one point or another, valuation issues. And I think everybody has said, oh, we're going to be talking about that later. And the time is now. And we had a discussion on this because it is just so important in so many areas of business and finance, and we really wanted to have a deep dive ...