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Past Event  |  09/20/2022

Webinar: How PE-Backed CFOs Can Gain Efficiencies When Adopting New Accounting Standards

Accordion & Trullion Present...

Let’s Talk About Transforming New Standards Into New Opportunities

Program Description:

The impact of new accounting standards (such as ASC 842 [lease accounting] & ASC 606 [revenue recognition]) can be more significant than initially anticipated, and smooth, scalable adoption should be a top priority at this stage. PE firms and their portfolio companies may face unique challenges, particularly in the current market environment with adjusting business models and processes, shifting priorities, and in-house resource constraints.

With this in mind, how can PE firms and their portfolio companies accelerate ASC 842 adoption over the next few months? Accordion and Trullion discussed that on a live webinar focused on the unique challenges facing PE firms and PE-backed companies. The panel explored ways to leverage AI-powered software, paired with external consultation, in order to ensure a smooth transition.

*See bottom of page for NASBA Course Announcement Details.

Webinar Learning Objectives:

Adopting ASC 842 & 606

Gain an understanding of how to leverage technology in order to facilitate the adoption of accounting standards ASC 842 & 606

Leveraging Tech to Add Value

How to use technology (especially AI and automation) in order to add value, instead of just checking compliance off your to-do list

Taking a Simplified Approach

Lease-in-a-Box: How to standardize ASC 842 adoption with a simplified approach for companies with less complex lease portfolios

Meet The Moderator:

Shauna Watson
Shauna Watson
Managing Director & Head of Public Company Readiness, Accordion

Shauna, CPA, is a Managing Director and the Head of Accordion's Public Company Readiness Practice, with nearly three decades of experience spanning a variety of sectors including consulting, energy & aerospace, and defense. She is a subject matter expert in US GAAP, IFRS, SOX, and SEC Regulations. Shauna has helped companies implement new accounting standards like leases and revenue recognition, and has also worked on complicated deal and accounting structures often seen in M&A, carve-outs, IPOs, and GAAP conversions.  Read more

Meet The Speakers:

Marcus Garrett
Marcus Garrett
Senior Director, Accordion

Mark is a Senior Director with more than 25 years of experience working in consulting practices and with Fortune 100 companies. He specializes in technical accounting, including ASC 606, ASC 842, consolidations, purchase accounting, and more. In addition, Mark has supported client initiatives to streamline their accounting functions, ultimately improving quality of results and efficiency.  Read more

Isaac Heller
Isaac Heller
CEO & Co-Founder, Trullion

Isaac is the Co-Founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.  Read more

Cheryl Shelhamer
Cheryl Shelhamer
Senior Director, Accordion

Cheryl is a Senior Director with over two decades of advisory, accounting, and financial reporting experience with clients ranging from small startups to large multinational companies. Cheryl specializes in public company readiness and the implementation of new accounting standards – advising clients in the preparation and support of U.S. GAAP and SEC compliant financial statements.  Read more

NASBA Course Announcement Details:

Course Title: Webinar: How PE-Backed CFOs Can Gain Efficiencies When Adopting New Accounting Standards

Instructional Delivery Method: Group Internet Based

Recommended CPE Credits: 1.0 CPE Credit

Recommended Field of Study: Accounting

Prerequisites: None

Advance Preparation: None

Program Level: Basic

Course Registration and Attendance Requirements: Participants must attend for at least 50 minutes to earn 1 CPE credit in the Accounting field of Study. Register Here

Refund Policy for Courses Sold for a Fee or Cancellation Policy: No fee or cancellation policy.

Official NASBA Sponsor Statement and Complaint Resolution Policy: Accordion is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: