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AICPA Conference on Credit Unions

New Orleans, LA

Oct 23 - 25, 2017

Conferences

AICPA Conference on Credit Unions

Your connection to deep exploration of credit unions’ major marketplace issues and their implications.

The AICPA Conference on Credit Unions continues to be the most comprehensive education of current accounting topics affecting the credit unions industry.

Attend Online
Attend the AICPA Conference on Credit Unions virtually, multiple online options are available for your convenience.
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Featured Sessions

  • CECL Implementation
  • Income Optimization and Competitive Intelligence
  • Legislative Update
  • Big Data and the Zombie Apocalypse

Developed for:

  • CPAs working with credit union clients on accounting and auditing issues
  • Credit union professionals, including CEOs, CFOs, internal auditors, controllers, financial managers, board members, audit and supervisory committee members

Optional Pre-Conference Workshops

Click View Pricing/Register Now above to choose your options.

Workshop Title Date Time CPE Credits
CECL Implementation October 23 8:30 AM - 11:15 AM 3
All You Wanted to Know About Mortgage Banking October 23 8:30 AM - 11:15 AM 3

Discounts

CGMA designation holders Save $50

When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Quantity Discounts Available

Registering multiple participants?

Group-rate discounts offer maximum savings for firms with multiple registrants. Contact an AICPA representative to book your group registration at 888.777.7077 M-F, 9am-6pm ET.

Agenda

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Fields of Study: A, AU, BMO, ECO, IT, SK

MONDAY, October 23
8:00 AM - 5:35 PM

Registration & Message Center Open

7:00 AM - 8:00 AM

Continental Breakfast

8:30 AM - 11:15 AM

PRE CONFERENCE OPTIONAL WORKSHOPS

101. CECL Implementation - [A]
Speakers: Chad Kellar, CPA, Partner, Crowe Horwath
Mike Umscheid, CPA, CEO, ARCSys

This session will cover practical implementation of the CECL model, focusing on two key areas: risk identification and data inventory and methods and models of CECL application. Upon completion of this session, participants should be able to assess their organization’s status with respect to the FASB’s standard on credit losses.

Learning Objectives:

  • Gain an understanding of how data and risk elements will affect your methods of segment/class allocationm
  • Understand the difference between “Over the life Cycle’ models and “Reversion Models”
  • Understand how forecasting will work with different models and how different models can yield different allowance balances.

102. All You Wanted to Know About Mortgage Banking - [SK]
Speaker: Doug Winn, President, Wilary Winn LLC
Frank Wilary, Principal, Wilary Winn LLC.
Michelle Methvin, Director, Secondary Marketing, Xceed Financial Credit Union

This session will provide a comprehensive overview of a mortgage banking operation within a credit union. We will address all of the major aspects of mortgage lending including valuation and finance, profitability, interest rate risk, credit risk, the regulatory environment, operational requirements, and internal controls. We will discuss the secondary market in detail, including forward sales commitments and mortgage servicing rights. Throughout the session we include the practical, real world aspects of making a mortgage loan program work in a credit union.

Attendees will come away from the session with an understanding of the:

  • Mortgage loan marketplace
  • The secondary market, including mortgage servicing rights
  • The economics of mortgage lending
  • Interest rate and credit risk
  • Regulatory rules including ATR and QM
  • Operational requirements and internal controls

The session will be broad enough to provide benefit to those who have only a high-level understanding of mortgage banking and deep enough in finance and accounting to satisfy industry experts.

11:15 PM - 1:00 PM

Lunch on Your Own

1:00 PM - 1:10 PM

Welcome & Introduction

1:10 PM - 2:25 PM

GENERAL SESSION

1. Economic Update - [ECO]
Speaker: Mike Schenk, VP Research & Policy Analysis, CUNA

While the U.S. economy is growing, an increasing number of observers are voicing concern about the outlook for 2017 and beyond. In the post-WWII period, the average duration of U.S. economic recovery is roughly five years but the current expansion just passed the eight-year mark. Inflation pressures are more obvious today and interest rates are drifting up. Talk of trade war and rising geopolitical risks are increasingly common. Mike’s presentation will review implications of these developments, explore credit union responses and discuss challenges and prospects for future success.

Learning Objectives:

  • Recognize important connections between macro-economic activity and credit union operations
  • Learn how Federal Reserve policy makers are likely to respond to economic conditions over the coming year
  • Identify credit union operational challenges and potential pain points and implications
2:25 PM - 2:30 PM

Change Break

2:30 PM - 3:45 PM

GENERAL SESSION

2. Accounting/FASB Update: Part 1 - [A]
Speakers: Sydney Garmong, CPA, CGMA, Partner, Crowe Horwath LLP
Jeff Mechanick, CPA, CGMA, Assistant Director, Financial Accounting Standards Board

FASB has issued several final standards over the past few years, including credit losses, recognition revenue and leases, with effective dates beginning in 2019 for most credit unions. This two-part session will help you understand what standards have been issued applicable to credit unions, what proposed standards are forthcoming and the latest thinking from FASB. We will also cover developments from the FASB’s Credit Losses Transition Resource Group (TRG) and discussions held by the AICPA’s Depository Institutions Expert Panel (DIEP) on the FASB’s Current Expected Credit Loss (CECL) model. Join this comprehensive update of the key pronouncements, projects and other developments at FASB and practice matters of interest to credit unions.

Learning Objectives:

  • Learn about latest developments on accounting and financial reporting for credit unions and their auditors, including FASB’s major standards, standards in process and other developments.
  • Learn about latest CECL questions being discussed, including discussions at the FASB’s Transition Resource Group (TRG) and the AICPA Depository Institutions Expert Panel (DIEP).
3:45 PM - 4:15 PM

Afternoon Refreshment Break & Vendor Display

4:15 PM - 4:40 PM

GENERAL SESSION

3. Accounting/FASB Update: Part 2 - [A]
Speakers: Sydney Garmong, CPA, CGMA, Partner, Crowe Horwath LLP
Jeff Mechanick, CPA, CGMA, Assistant Director, Financial Accounting Standards Board

The discussion will continue in Part 2 of the Accounting and FASB Update. Come get the rest of your questions answered in the second part of this informative session.

Learning Objectives:

  • Learn about latest developments on accounting and financial reporting for credit unions and their auditors, including FASB’s major standards, standards in process and other developments.
  • Learn about latest CECL questions being discussed, including discussions at the FASB’s Transition Resource Group (TRG) and the AICPA Depository Institutions Expert Panel (DIEP).
4:40 PM - 4:45 PM

Change Break

4:45 PM - 5:35 PM

GENERAL SESSION

4. Cybersecurity and Cybercrime - What Credit Unions Need to Know - [A]
Speaker: Kevin Rosen, JD, Partner, Shutts & Bowen, LLP

Data protection legislation and regulatory enforcement actions are rapidly changing throughout the world, and are having an immediate impact on how organizations globally approach cybersecurity, privacy, breach notification, and data storage and protection. As financial institutions increasingly encounter cyber-attacks, regulators are intensifying their focus on financial institutions, implementing new cybersecurity regulations, and increasing penalties for failures in protecting data and assets. Cybersecurity and regulatory reform will be top-of-mind for every business and organization across every sector in 2017 and beyond. During this session, we will review the leading legislative and regulatory changes, discuss recent enforcement actions and trends, and explore ways for financial institutions to enhance their cybersecurity in response to the heightened regulatory scrutiny and rising threat of cybercrime.

5:35 PM - 6:30 PM

Networking Reception

TUESDAY, October 24
7:00 AM - 5:30 PM

Registration & Message Center Open

7:00 AM - 8:00 AM

Continental Breakfast

7:00 AM - 7:50 AM

EARLY RISER

201. Rethinking Third-Party Risk Management - [SK]
Speaker: Tony Ferris, CEO, Rochdale Paragon Group

This session will provide an overview of the essential elements of a robust third-party risk management program. Credit unions have taken a regulatory approach to these relationships rather than a value driven orientation. Simply collecting due diligence documentation does little to affect pricing, performance, or risk. Actively managing these critical relationships is key to mitigating risk and building competitive advantage.

Learning Objectives:

  • Rethink organizational strategy and performance around third-party relationships.
  • Identify value gaps in common third-party risk management processes.

202. Finance Automation: Unleash The “Exceptional Accountant.” - [SK]
Speaker: Michael Shultz

TA progressive shift is taking place within organizations. As finance automation tools increase efficiencies, improve accuracy, and decrease risk, accountants are unleashed to focus on the bigger picture, such as driving strategic opportunities, providing forecasts, and evaluating business decisions.

This is what the future of accounting looks like: time-consuming manual processes are automated, data is connected, and the role of the modern accountant augmented, requiring a combination of skills that go beyond number crunching. We call it the role of the Exceptional Accountant and will dive into what this looks like within the new landscape.

Learning Objectives:

  • Employ best practices, so underutilized team members can become Exceptional Accountants, with more time to focus on high-value services like fraud detection, compliance, data analytics, technology strategy, and business advice.
  • Transform the way accounting and finance work at their organization, utilizing Finance Automation to attract and enable talent instead of losing them to burnout
  • Understand the power of RPA (Robotic Process Automation) and how it strengthens Accounting organizations by liberating accountants from rote and mundane tasks
8:00 AM - 9:15 AM

GENERAL SESSION

5. NCUA Regulatory Update - [SK]
Speaker: Larry Fazio, Director of Examination and Insurance , NCUA

Learn about the changes occurring at NCUA and what effect these changes may mean for your credit union. Gain insight into the changing regulatory landscape that drives industry performance and business practice.

Learning Objectives:

  • Gain a working knowledge of the current and proposed regulations affecting the credit union industry
  • Learn about the current and emerging risks driving NCUA’s primary and planned focus from a prudential and risk management perspective
  • Gain insight and understanding of the changing credit union and financial services landscape, which will shape supervisory strategies in the near term and intermediate outlook
9:15 AM - 9:20 AM

Change Break

9:20 AM - 10:35 AM

GENERAL SESSION

6. FinTech Trends - What Credit Unions Should be Thinking About - [SK]
Speaker:
Nicole Harper, Sr. Strategic Initiatives Analyst, Jack Henry & Associates, Inc.®

This session will provide a review of FinTech trends, including what is happening in the space. As well as what credit unions should be thinking about in response to these trends.

10:35 AM - 11:05 AM

Morning Refreshment Break & Vendor Display

11:05 AM - 12:20 PM

CONCURRENT SESSIONS (SELECT ONE)

7. Hot Topics in Regulatory Compliance - [SK]
Speaker: John Zasada, JD, Principal, CliftonLarsonAllen

During this session we will cover many important regulatory compliance requirements currently being focused on by examiners and third party plaintiff attorneys. We will pay particular attention to UDAAP, complaint management and other areas which have been the subject of enforcement actions.

Learning Objectives:

  • Learn about why UDAAP and BSA are on the examiner's radar screens and will continue to be into next year.
  • Have a better understanding about the changing role of the compliance function as well as the increased role complaint management.

8. Auditing Standards Update - [AU]
Speaker: Steven Morrison, CPA, Principal, MBAF CPA

Learn the latest auditing standards from both a theoretical and practical perspective, and how to effectively implement the new auditing standards. For those in industry, this session helps prepare one for upcoming questions and requests from auditors. For those in practice, this session will help one to understand and effectively implement the new auditing standards.

9. Income Optimization and Competitive Intelligence - [SK]
Speaker: Rick Holtzman, Senior Vice President, Ceto and Associates

During the session, we will explore a strategy and methodology for income optimization and product pricing and design, utilizing competitive intelligence, to increase non-interest income and enhance product and service offerings, while also maximizing overall product profitability.

Learning Objectives:

  • What is Competitive Intelligence?
  • What is Product Pricing & Design?
  • How to Join these Two Concepts to Increase Income?
12:20 PM - 1:10 PM

Lunch

1:10 PM - 2:25 PM

CONCURRENT SESSIONS (SELECT ONE)

10. CECL: A Practical Approach - [A]
Speakers: Greg Schwartz, CPA, Principle, CliftonLarsonAllen, LLP
Tanya Medgaarden, CPA, Principal, CliftonLarsonAllen, LLP

Complying with CECL using Excel. Models covered include historical charge-off, static pool and year of vintage.

Learning Objectives:

  • To establish a reasonable CECL allowance in the year of adoption.
  • To update and refine your CECL allowance in subsequent years.

11. NCUA Examination Program Panel - [SK]
Speaker: Keith Morton, Regional Director, National Credit Union Administration
Kelly Lay, Business Innovation Director, National Credit Union Administration
Scott Neat, Director of Supervision,Office of E&I, National Credit Union Administration

Gain insight into recent and planned changes to the NCUA examination program.

Learning Objectives:

  • Learn about recent policy changes that will improve the examination process and reduce regulatory burden
  • Gain insight into the future of NCUA’s Automated Integrated Regulatory Examination System (AIRES)
  • Have an opportunity to ask questions about NCUAs examination process

12. Mergers: Strategic Considerations - [SK]
Speaker: Doug Winn, President, Wilary Winn LLC

The session will begin with the reasons we have seen credit unions merge including geographic expansion, broadening and/or diversifying the field of membership, acquiring a state versus Federal charter, diversifying the balance sheet, acquiring specific expertise, improving their technology, lowering costs, fulfilling mission, or keeping a competitor out of their market. We will then provide an overall summary of who the acquiring and merging in credit unions have been over the most recent few years including size, location, and financial performance metrics. We next address the accounting and regulatory implications of mergers including what makes the merger accretive or dilutive to income, including the discount on loans and the core deposit intangible. We will summarize the mergers we have seen that resulted in goodwill or a bargain purchase and why. We will briefly touch on how to go about the merger including assessing cultural fit and having a “high level” valuation performed in advance. The session will include important dos, don’ts and what to watch out for.

Learning Objectives:

  • Why credit unions have merged
  • Who the acquiring and merging in credit unions have been over the most recent few years
  • What makes the transaction accretive or dilutive to earnings and regulatory capital
  • How to go about engaging in a merger, including best practices
2:25 PM - 2:35 PM

Change Break

2:35 PM - 3:50 PM

CONCURRENT SESSIONS (SELECT ONE)

13. CECL: A Practical Approach - [A]
Speaker: Greg Schwartz, CPA, Principle, CliftonLarsonAllen, LLP
Tanya Medgaarden, CPA, Principle, CliftonLarsonAllen, LLP

Complying with CECL using Excel. Models covered include historical charge-off, static pool and year of vintage.

Learning Objectives:

  • To establish a reasonable CECL allowance in the year of adoption.
  • To update and refine your CECL allowance in subsequent years.

14. Internal Control Breakdowns, Takedowns, and Letdowns - [SK]
Speaker: Robert Parks, CPA, Shareholder, Doeren Mayhew
Daniel Moulton, CPA, Shareholder, Doeren Mayhew

Internal controls can fail, whether poorly designed, intentionally circumvented, or ignored by an employee. This session will look at actual examples of internal control breakdowns within a credit union and the consequences for the credit union, employees, members, regulators, and other stakeholders.

Based on these examples, Bob and Dan will discuss the key considerations for management, staff, and auditors when designing, evaluating, and testing internal controls.

Learning Objectives:

  • Practical examples of internal control breakdowns
  • How things went wrong and the financial and operational implications
  • Critical considerations when designing internal controls
  • Who has responsibility for internal controls

15. ALM Managing Interest Rate Risk in a Volitle Environment - [SK]
Speaker: Jason Elder, Partner and Managing Director, Performance Trust Capital Partners

The government response to the global financial crisis combined with consumer protection trends, the ongoing development of financial technology, and a protracted low interest rate environment have created dramatic changes in the risk/reward profile of a typical community bank balance sheet. Bond market liquidity, mortgage lending regulation and securitization, peer-to-peer lending platforms, payment innovation, and the “normal” level and slope of the yield curve are all very different from anything we have experienced previously. Many of these changes can create adverse outcomes for community banks. Their collective impact demands serious consideration as we contemplate the “right” balance sheet for 2016 and beyond.

Learning Objectives:

  • There is a Gordian Knot in the banking industry due to challenges posed by liquidity, the regulatory environment, low interest rates, and fintech.
  • How to manage the cost of regulation and understand the benefit.
  • How fintech can enhance rather than post a threat to the institution.
3:50 PM - 4:20 PM

Afternoon Refreshment Break & Vendor Display

4:20 PM - 5:35 PM

GENERAL SESSION

16. CECL Panel - [A]
Panelists:
Gary Artz, CPA, Chief Accountant, National Credit Union Administration
Mike Umscheid, CPA, CEO, ARCSys
Chad Kellar, CPA, Partner, Crowe Horwath LLP
Mark Taylor, CPA, Partner, Crowe Horwath LLP
Greg Schwartz, CPA, CliftonLarsonAllen, LLP

As the adoption of CECL is coming closer, our panel of experts are here to share their experiences and views thus far. Learn how credit unions are addressing the implementation of CECL. Here is your opportunity to ask questions and obtain answers from the experts.

Learning Objectives:

  • Learn how credit unions are addressing CECL.
  • Understand the expectations of NCUA with respect to your CECL implementation road map.
5:35 PM - 6:30 PM

Networking Reception

WEDNESDAY, October 25
7:00 AM - 12:25 PM

Registration & Message Center Open

7:00 AM - 8:30 AM

Continental Breakfast

7:00 AM - 7:50 AM

EARLY RISER CONCURRENT SESSIONS

203. Credit Union Commercial Lending – New Freedoms, New Challenges…Now What? - [SK]
Speaker: Larry Middleman, President/CEO, CU Business Group

The recent changes in NCUA business lending regulations have opened a world of opportunity for credit unions. At the same time, credit union boards and senior management are now charged with more thorough oversight of the MBL portfolio and operations. This lively session will look at regulatory impacts on governance, policy requirements, internal controls, portfolio management, and best practices for business loans as well as participations. You’ll walk away with a laundry list of areas that should be addressed to take advantage of and comply with the new NCUA MBL regulation.

204. New NCUA Procedures for Delivery of Audit Reports: A Path for Compliance - [SK]
Speaker: Kalil Merhib, Director, Business Development & Enterprise Sales, CPA.com

The National Credit Union Administration has recently updated its policies governing the submission of audit reports prepared by external auditors. NCUA examiners are now requesting newly completed audit reports be submitted directly to the examiner from the external auditor. NCUA has noted one acceptable delivery method is to utilize a secure portal to ensure the audit report submitted to NCUA is authentic and unaltered.

Developed by CPA.com, RIVIO is a platform that validates CPA firms, and ensures that unaltered financial documents are delivered to key financial stakeholders, such as the NCUA. In addition to providing a secure environment to transfer audit reports, using such a portal also avoids impairing independence which occurs when an external auditor directly providing the audit reports directly to the examiner.

Join this session to learn how RIVIO is one method that can be utilized to satisfy the new NCUA procedures for the delivery of audit reports.

8:00 AM - 9:15 AM

GENERAL SESSION

17. Political/Legislative Update - [SK]
Speaker: Carrie Hunt, Executive Vice President of Government Affairs and General Counsel, NAFCU

The political winds in Washington, DC have a huge impact on how laws and regulations get passed or repealed. This dynamic session will present an insiders' view of the key legislative and regulatory issues for credit unions and the chances of seeing change under the new administration and Congress.

9:15 AM - 9:45 AM

Morning Refreshment Break & Vendor Display

9:45 AM - 11:00 AM

CONCURRENT SESSIONS (SELECT ONE)

18. Preparing for the Storm: Operationally Effective Cyber Defenses - [IT]
Speaker: Chad Nordstrom, CFCE, GCFE, GSEC, Information Security Manager, CliftonLarsonAllen

The threats that exist today require a different approach to securing the network. These changes will save you money while providing better security and awareness.

Learning Objectives:

  • Learn cyber security paradigms and defensive strategies
  • Discover free tools to secure your network
  • Effective incident response strategies and tools

19. Preparing for the Storm: Operationally Effective Cyber Defenses - [AU]
Speaker: Bryan Mogensen, CPA, Principal, CliftonLarsonAllen LLP
Chris Vallez, CPA, Partner, Nearman, Maynard, Vallez CPAs

Auditing is an art, not a science. In this session two seasoned auditors will discuss best practices, common audit issues, actual audit experiences, and all this framed up in the context of the generally accepted auditing standards. We will hit on common problem areas incurred during the audit process, supervising staff, and communication with those in charge with governance. This session will be of value to the new and experienced auditor.

Learning objectives for this session include revisiting generally accepted audit standards in a hands-on-approach. Addressing a practical solution to real audit issues. Gathering tips for efficient and effective auditing.

20. Big Data and the Zombie Apocalypse - [BMO]
Speaker: John Best, CEO, Best Innovation Group

In the future, opportunities are sparse. It no longer rains free interchange from the sky. You’re competing with entities like The Lending Club and Prosper to find food for your village. How will you survive? How will you differentiate yourself from the competitors going after the same resources as you? You must master the skills to survive. Find out why analytics is not a product, but a discipline to be learned that just might save your back…

11:00 AM - 11:10 AM

Change Break

11:10 AM - 12:25PM

CONCURRENT SESSIONS (SELECT ONE)

21. Transforming Enterprise Risk Management - [SK]
Speaker: Eileen Iles, CPA, CGMA, CIA, CFSA, CCSA, CRMA, Director, Crowe Horwath LLP

Has Your Credit Union Developed Its Risk Appetite? Many credit unions have developed enterprise risk assessments and policy, populated risk and control applications, and identified reporting to broaden and enhance their risk management programs.

  • Has your credit union though developed its risk appetite and risk tolerances?
  • Does risk appetite align with your credit union’s strategy?
  • Is risk appetite understood throughout the credit union?
  • Does your credit union monitor risk appetite?
  • Has your credit union achieved the results that it would like from risk management?

If the answer to any of these five questions is ‘no’ and/or if you would like to learn more, join us for a session of discussion and understanding the basics.

Learning Objectives:

  • Understand the basics of how to develop risk appetite and risk tolerances and integrate it within the credit union's strategy.
  • Understand how to utilize risk appetite to achieve results.

22. They Asked What?? - [A]
Speaker: Doug Orth, CPA, Shareholder, Doeren Mayhew

This session will address the proper accounting and/or tax treatment for those 'one-off' transactions that impact credit unions on an infrequent basis. Topics will include the sale of loan portfolios, dollar roll transactions, collateral assignment transactions and more.

Learning Objectives:

  • Become familiar with some of the infrequent accounting transactions that impact credit unions
  • Learn the proper accounting treatment for these 'one-off' transactions and/or know when to seek professional help

23. Profitability - Branch, Product and Client - [SK]
Speaker: Brad Dahlman, Product Manager, Profitstars

Understanding profitability in these changing times has never been more important. In this session we will review the three dimensions of profitability, discuss how to build and use these results.

Learning Objectives:

  • Understand the key drivers of profitability
  • Understand the business rules needed to determine profitability
  • Discuss how you use this information within your organization

Exhibitor and Sponsor Opportunities

Reach tech-savvy accounting and financial professionals, ready to learn about new products and solutions to enhance their businesses at AICPA Conferences.

View Prospectus

Travel & Accommodations

Sheraton New Orleans Hotel
500 Canal Street, New Orleans, LA 70130
Hotel Phone: 504-525-2500

Hotel Reservations: 866-716-8134
Room Rate: $239/249 per night
Cutoff Date: 9/21/17

DRESS CODE
Business Casual


TRAVEL ARRANGEMENTS
The AICPA has a special agreement with Maupin Travel, Inc. of North Carolina to assist you with your travel arrangements. Call 1-800-345-5540 to arrange your travel to the AICPA Conference.

DELTA AIR LINES
2% to 10% OFF OF APPLICABLE FARES OR SPECIAL ZONE FARES* AVAILABLE
Call Delta Airlines 1-800-328-1111. Refer to Meeting Event Code # NMPTK

Reservations and ticketing is also available via www.delta.com When booking online, select Book A Trip, click on Advanced Search and enter the meeting event code NMPTK in the box provided.

*Zone Fares do not require a Saturday night stay over. These fares are available on all flights but are inventory controlled. Some restrictions may apply.

HERTZ CAR RENTAL
SPECIAL CONVENTION RATES ARE AVAILABLE
Book Online or call Hertz at 1-800-654-2240 and use AICPA discount code (CDP#) 12353 and convention code (CV#) 021H0024

Rates are subject to availability. The AICPA is not liable for any penalties incurred if you cancel/change your reservations.

Online Conference System Requirements

Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection

Cancellation Policy

On-Site Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.