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Events

The World Bank Group Controller and Deloitte Annual Finance and Accounting Conference

May 23, 2019

Washington, D.C.

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This one-day workshop, which runs from 8:30 am to 5:00 pm, brings together leading experts from Deloitte for an in-depth discussion on current accounting and finance issues facing the Banking industry. NOTE: This event is currently only open to World Bank Group, IMF, IADB, and other Multilateral Development Bank (MDB) staff.

  • Jointly sponsored by the WBG Controller and Deloitte, this one-day conference brings together leading experts from Deloitte for an in-depth discussion on current accounting and finance issues facing the Banking industry. The conference will also feature interactive Q&A sessions during the day with the speakers.

    There will be in-depth discussions on new US GAAP, IFRS accounting pronouncements and developments in corporate reporting. Other topics include enhancing the working relationship in the financial reporting supply chain and cyber security.

    As in previous years, the conference attracts finance and accounting professionals across the World Bank Group, as well as the International Monetary Fund and the Inter-American Development Bank. This conference qualifies for Continuing Professional Education (CPE) credits.

    Meeting materials will be available one week before the start of the event under the appropriate tab above.

    Lunch and refreshments will be provided.

  • The World Bank Group Controllers and Deloitte 
    Annual Finance and Accounting Conference

    Agenda

    Preston Auditorium
    May 23, 2019

    Topic

    Facilitator

    Time

    Registration / Breakfast

     

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    8:00-8:30

    Welcome/Introductions

     

     8:30-8:45

    Current Financial Market Update & Trends

     

    Daniel Bachman8:45-9:15

    Future of Work

     

    William D Eggers9:15-10:05

    Break for Refreshments

     

     

    10:05-10:25

    Integrated Reporting

    Kristen Sullivan

     

    10:25-11.15

    Building a digital-ready finance workforce

     

    Jim Eckenrode11:15-12:05

    Lunch

     

     

    12:05-1:05

    CECL, IFRS 9 Perspective

     

    Jonathan Jules Prejean1:05-1:55

    Accounting and Financial Reporting – Standard Setting Priorities & Financial Instruments Update

     

    Robert Uhl;
    Chris Rogers
    1:55-2:45

    Break for Refreshments

     

     

    2:45-3:05

    Regulatory Developments

     

    Matt Iandoli (R); 
    Patrick Givens (D)
    3:05-3:55

    Intelligent Automation

     

    Marc Mancher3:55-4:45

    Closing Remarks

     

    Zinga Venner

    4:45-5:00

     

    8:45-9:15
    8:45-9:15
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    Daniel Bachman

    Senior Manager, Economic Insights

    Daniel Bachman, Ph.D., is an experienced U.S. and international macroeconomic forecaster and modeler. He has led and participated in forecasting teams in both the public and private sectors and led the development of sophisticated modeling tools for those forecasting teams. Dr. Bachman has substantial experience in teaching and training in both classroom and in corporate and government settings around the world. He is experienced in communicating complex economic ideas to broad audiences through written reports, op-eds, web articles, speeches, economic outlook presentations, and college courses. Dr. Bachman has advised presidential appointees and corporate planners for Fortune 500 companies on economic ideas and events, and he has represented the U.S. government at international economic organizations.

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    Bill Eggers

    Executive Director, Center for Government Insights

    Bill is the executive director of Deloitte’s Center for Government Insights where he is responsible for the firm’s public sector thought leadership. His new book is Delivering on Digital: The Innovators and Technologies that are Transforming Government (Deloitte Insights, 2016). His eight other books include The Solution Revolution: How Government, Business, and Social Enterprises are Teaming up to Solve Society’s Biggest Problems (Harvard Business Review Press 2013). The book, which The Wall Street Journal calls “pulsating with new ideas about civic and business and philanthropic engagement,” was named to ten best books of the year lists. His other books include The Washington Post best seller If We Can Put a Man on the Moon: Getting Big Things Done in Government (Harvard Business Press, 2009), Governing by Network (Brookings, 2004), and The Public Innovator’s Playbook (Deloitte Research 2009). He coined the term Government 2.0 in a book by the same name. His commentary has appeared in dozens of major media outlets including the New York Times, Wall Street Journal, and the Chicago Tribune.

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    Kristen Sullivan

    Sustainability and KPI Services Leader

    Kristen is an Audit & Assurance partner serving as the Sustainability and KPI services leader in Deloitte & Touche LLP. Kristen also serves as the Deloitte Touche Tohmatsu Limited (DTTL) Americas Region Sustainability Services leader and leads Deloitte’s Supply Chain Social Compliance services. She brings specialized insights to these regulatory and compliance reporting requirements and the implications of environmental and social issues to corporate brand and reputation. Kristen also serves on a number of task forces and advisory councils of leading sustainability standard setting and reporting initiatives.

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    Jim Eckenrode

    Managing Director, Center for Financial Services

    Jim is the managing director of the Deloitte Center for Financial Services, where he is responsible for defining the marketplace positioning and development of the Center’s eminence and key activities. Jim is frequently a keynote speaker at major industry and client conferences. Prior to joining Deloitte, Jim served in several research and consulting leadership roles at TowerGroup.

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    Jonathan Prejean

    Managing Director, Accounting & Reporting Transformation

    Jonathan, a managing director for Deloitte & Touche LLP, provides advisory, accounting consultation, and audit support services for clients’ capital markets transacting activities and related accounting, risk management, and process/control issues. He has deep technical experience in accounting for complex equity and debt transactions, derivatives, loans, securitization, mortgage servicing rights, structured finance, and consolidation. He follows standard setting activities related to FASB’s financial instruments projects and consolidation.

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    Bob Uhl

    Audit & Assurance Partner, National Office

    A National Office Audit Partner with more than 25 years of experience, Bob leads the Accounting Standards and Communications group and is also the US leader on the Global IFRS Leadership Team. Bob has developed a deep knowledge of US and international accounting standards, which he uses in advising clients, standard setters and regulators. Bob is a member of FASB’s Emerging Issues Task Force and was previously a Professional Accounting Fellow in the Office of the Chief Accountant of the SEC.

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    Chris Rogers

    Partner, Assurance and Accounting Advisory Services

    Chris is an Audit & Assurance partner in Deloitte & Touche LLP’s Financial Services industry practice. He currently serves as the lead technical partner on a large financial services client and is responsible for all technical accounting and Securities and Exchange Commission (SEC) reporting matters. Chris is also a national clearing partner in the Accounting Services group of Deloitte’s national office. He consults with audit engagement teams and clients on complex accounting and financial reporting matters related to the US Generally Accepted Accounting Principals and International Financial Reporting Standards including financial instruments, structured transactions, consolidation, and business combinations. Finally, Chris is also on the national leadership team for Assurance and Accounting Advisory Services and is responsible for strategy and overseeing the various service offerings. Previously, He was a Professional Accounting Fellow in the Office of the Chief Accountant at the US SEC. While at the Commission, Chris participated in interagency rulemaking activities related to the implementation of the Dodd-Frank Act including money market form and risk retention.

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    Matt Iandoli

    Managing Director, Government Relations
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    Patrick Givens

    Managing Director, Government Relations

    Patrick serves as a managing director of government relations for Deloitte LLP. In this capacity, he advises the firm’s leadership on emerging political and regulatory trends impacting the partnership. Drawing on his experience and deep network in Washington, D.C., he develops and executes legislative strategies in state capitals, Washington and globally in order to advance the firm’s business interests. Prior to joining Deloitte in 2008, Patrick worked on Capitol Hill for two Members of Congress. He helped develop and promote policies in the U.S. House of Representatives ranging from affordable homeowners insurance legislation to funding for Everglades restoration. Patrick successfully shepherded legislation through Congress and onto the President’s desk that protected small businesses conducting certain types of credit card transactions from unfair lawsuits. Patrick graduated from the University of Florida in 2003 with a B.A. in political science, and obtained a M.A. in political management from the George Washington University in 2005.

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    Marc Mancher

    Principal, Federal Strategy & Operations

    Marc is a principal in Deloitte Consulting and leads its Federal Analytics Service Business, including Mission Analytics, Robotics, Cognitive, and Business Technology Platforms. Marc was an early pioneer in Robotics Process Automation and the founder of Deloitte Process Robotics. Marc’s prior leadership roles include Deloitte’s Federal shared services, transformation, and call center business, as well as Deloitte’s commercial Insourcing and Outsourcing Advisory businesses. For the past 20 years, Marc has advised, built, run, and operated IT, HR, and Finance centers on and off-shore. Marc’s clients have included IBM, Google, T-Mobile, Morgan Stanley, Sprint, Anthem, USAA, the US Department of Defense, the US Department of Commerce, and the US Ambassador to Saudi Arabia. Marc continues to serve in the US Navy Reserve with prior duty on the ground in Afghanistan. It is through this lens that he supports Deloitte’s Veterans as a prominent leader in the Veteran community.

  • After attending this course, participants should be able to:

    • Define and apply the key trends in the current financial market including changes within the banking industry and trends seen in the market
    • Identify issues, challenges and opportunities within the financial services industry
    • Discuss the topic of Board Governance and accountability in light of shareholder value creation
    • Identify the implications of ESG standards and impact investing trends in the context of accounting standards and trends
    • Describe the importance of impact measurement in terms of ‘triple bottom line’ approaches to business and investing
    • Understand recently issued GDPR standards and implications
    • Discuss recent developments relating to financial instruments
    • Describe the current standard setting priorities for financial reporting
    • Determine the effects of regulatory decisions on the financial services industry
    • Comprehend the implications of Intelligent Automation on finance and accounting work streams

    Target Audience: This course is designed for and currently open only to World Bank Group, IMF, IADB and other MDB staff.

    Program Description: Jointly sponsored by the WBG Controller and Deloitte, this one-day conference brings together leading experts from Deloitte for an in-depth discussion on current accounting and finance issues facing the Banking industry. The conference will also feature interactive Q&A sessions during the day between the audience and the presenters. This will be an in-depth discussion on US GAAP and IFRS accounting pronouncements as well as a discussion on the International Integrated Reporting Framework. As in previous years, the conference attracts finance and accounting professionals across the World Bank Group, as well as the International Monetary Fund and the Inter-American Development Bank. This conference qualifies for Continuing Professional Education credits. Meeting materials will be available one week before the start of the event. Breakfast, lunch and refreshments will be provided.

    NASBA Instructional Delivery Method: Group live (classroom/lecture)

    Estimated CPE Credit: This course is worth approximately 7.5 credits.

    Prerequisites: None required

    Advance Preparation: None required

    Program Level: Update - Learning activity level that provides a general review of new developments. This level is for participants with a background in the subject area who desire to keep current.

    Recommended Subject Areas: Accounting, Specialized Knowledge

    Attendance Method: Sign-in via app

    In case of any CPE related concerns please contact Chris Robinson (chrisrobinson@deloitte.com)

    Deloitte Accommodations Statement: Deloitte provides reasonable accommodations to individuals who request such accommodations to participate in training. Individuals requesting such an accommodation(s) should contact your local HR professional at least two weeks prior to the start date of the program.

    Course Registration Requirements: Please register at the link provided in the Registration tab above.

    Refund/Cancellation Policy: There is no refund available for this course. Penalty assessed for any no show.

    NASBA Registry CPE Sponsor statement

    Deloitte LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) for group training on the National Registry of CPE Sponsors.

    NASBA CPE Credits are made available and awarded for Deloitte group training that complies with the Statement on Standards for CPE Programs. In accordance with these Standards, relevant group training details are disclosed to learners in advance via email invitations, registration websites, or other similar advance announcements.

    Deloitte LLP’s CPE Sponsor ID Numbers:

    • NASBA National Registry: 107752
    • Texas State Board of Public Accountancy: 000156

    Complaints regarding NASBA National Registry CPE Sponsors may be submitted to NASBA via their website, NASBARegistry.org

    State boards of accountancy have final authority on the acceptance of CPE Credits for Certified Public Accountants (CPAs).

     

  • The World Bank Group Controller and Deloitte Annual Finance and Accounting Conference will be held at the World Bank Group Headquarters in Washington DC on May 23, 2019.

    To register, please select the applicable link below:

    World Bank Group Staff Registration (OLC)

    Registration is FREE for World Bank Group staff who sign up by May 17, 2019. Charges will apply after that date, as noted below:

    Late registration (after May 17, 2019)$200
    Late cancellation (after May 17, 2019)$200
    No show$200

    IMF and IADB Staff Registration

    Conference Fee:

    The fee for participation for IMF and IADB staff is US$200 per person. This fee applies to participation in all sessions, lunch, and refreshment breaks. The fee does not include travel or accommodation expenses, which should be planned by each participant. To secure your place at this conference, kindly follow the relevant payment instructions below after registering to attend the conference.

    Charges will apply for all registrants in the following circumstances:

    Late registration (after May 17, 2019)$200
    Late cancellation (after May 17, 2019)$200
    No show$200

     

  • For any specific questions about the event, please contact: