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Submission: On September 28 via manual from US — Scanned from DE
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Oct 18 – Oct 21 2021 Year-End Technical Update Learn More Text goes here X Location TBD 5:00pm – 5:15pm Meet & greet 5:00pm – 5:15pm Meet & greet 5:00pm – 5:15pm Meet & greet: Make sure to arrive early to meet our speakers. Speaker Name 5:00pm – 5:15pm Meet & greet: Make sure to arrive early to meet our speakers. Make sure to arrive early to meet our speakers. Course description Course description 5:00pm – 5:15pm Meet & greet Name Here Title Company Short bio Read more Text goes here X + Text goes here X Name Title Company Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X 5:00pm – 5:15pm Meet & greet Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Full bio Short bio + Text goes here X Full bio Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X REGISTER NOW Text goes here X About About Agenda Speakers CPE Contact Us October 18 – October 21 , 2021 8:00AM - 8:00am CDT 2021 Year-End Technical Update 2021 Year-End Technical Update A virtual CPE week for private and public companies Event description field if not using the About Block for description. This event may qualify you for CPE credit. Learn More Text goes here X Event details Join us for Deloitte Private’s 2021 Year-End Technical Update program featuring four days of programming in a virtual environment. This year’s program will include interactive video webcasts for both private and public companies with subject matter experts providing insights and practical guidance around various emerging issues and technical accounting topics. Our CPE Week has been designed to allow you to attend the sessions of greatest interest to you. Check out the agenda below then register and select the sessions you want to attend. It's your credit, your way. Optional list element subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn More Text goes here X This event may qualify you for CPE credits Optional additional content Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time. * Steps that the guest may need to take ahead of the event. Learn More Text goes here X Agenda 10 / 18 / 21 – 10 / 21 / 21 8:00am – 5:00pm CDT 10 / 18 / 21 – 10 / 21 / 21 8:00am – 5:00pm CDT 8:00AM - 9:00AM Breakfast 9:00Am – 10:00Am Deloitte Greenhouse Breakthrough Lab 10 / 18 / 21 – 10 / 21 / 21 8:00am – 5:00pm CDT 10 / 18 / 21 – 10 / 21 / 21 8:00am – 5:00pm CDT 9:00am - 10:00am Meet & greet: 10:00am - 11:00am Breakfast [Optional] 11:00am - 3:00pm Deloitte Greenhouse Breakthrough Lab Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth. Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth. Virtual seminar details Join us for Deloitte Private’s 2021 Year-End Technical Update program featuring four days of programming in a virtual environment. This year’s program will include interactive video webcasts for both private and public companies with subject matter experts providing insights and practical guidance around various emerging issues and technical accounting topics. Our CPE Week has been designed to allow you to attend the sessions of greatest interest to you. Check out the agenda below then register and select the sessions you want to attend. It's your credit, your way. Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn More Text goes here X Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth. Learn and earn Deloitte specialists will be leading sessions, sharing insights, and answering your questions. Participants may qualify for 1 CPE credit for each general session they attend. Additional CPE credits for bonus sessions offered may vary. Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn more about CPE Text goes here X Agenda 8:00am - 9:00am Breakfast 9:00am - 5:00pm Deloitte Greenhouse Breakthrough Lab 5:00pm – 5:15pm Meet & greet 5:00pm – 5:15pm Meet & greet 5:00pm – 5:15pm Meet & greet Join us for Deloitte Private’s 2021 Year-End Technical Update program featuring four days of programming in a virtual environment. This year’s program will include interactive video webcasts for both private and public companies with subject matter experts providing insights and practical guidance around various emerging issues and technical accounting topics. Our CPE Week has been designed to allow you to attend the sessions of greatest interest to you. Check out the agenda below then register and select the sessions you want to attend. It's your credit, your way. Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn More Text goes here X Agenda Day 1 Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Agenda Day 1 | Monday, October 18 Monday, October 18 CPE week kick-off: US economic update & the future 1:00PM-2:00PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 Innovation in challenging environments: Perspectives from a Deloitte alum transforming digital healthcare 2:30-3:30 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 Technology transformation and the rise of the consumer 4:00-5:00 PM EST Short bio + Text goes here X Read more Text goes here X Day 2 | Tuesday, October 19 Monday, October 18 Private companies - Exit strategy trends and keys to success 1:00-2:00 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 M&A market outlook: Strategies for private companies 2:30-3:30 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 The intersection of diversity, equity and inclusion with business performance 4:00-5:00 PM EST Short bio + Text goes here X Read more Text goes here X Day 3 | Wednesday, October 20 Monday, October 18 Cloud migration with security by design: Driving greater agility, security, and trust 1:00-2:00 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 + Text goes here X Read more Text goes here X Monday, October 18 Year-end tax planning for operating companies and their owners 4:00-5:00 PM EST Short bio + Text goes here X Read more Text goes here X Day 4 | Thursday, October 21 Monday, October 18 Public company technical accounting update 1:00-2:00 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 Tax & legislative policy update – The path forward 2:30-3:30 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 The time for ESG is now! 4:00-5:00 PM EST Short bio + Text goes here X Read more Text goes here X Agenda Registration closes October 14. Registration closes October 14. Day 1 | Monday, October 18 Monday, October 18 CPE week kick-off: US economic update & the future 1:00PM-2:00PM EDT Short bio + Text goes here X Read more Text goes here X Monday, October 18 Innovation in challenging environments: Perspectives from a Deloitte alum transforming digital healthcare 2:30-3:30 PM EDT Short bio + Text goes here X Read more Text goes here X Monday, October 18 Technology transformation and the rise of the consumer 4:00-5:00 PM EDT Short bio + Text goes here X Read more Text goes here X Day 2 | Tuesday, October 19 Monday, October 18 Public company technical accounting update 1:00-2:00 PM EDT Short bio + Text goes here X Read more Text goes here X Monday, October 18 M&A market outlook: Strategies for private companies 2:30-3:30 PM EDT Short bio + Text goes here X Read more Text goes here X Monday, October 18 The intersection of diversity, equity and inclusion with business performance 4:00-5:00 PM EDT Short bio + Text goes here X Read more Text goes here X Day 3 | Wednesday, October 20 Monday, October 18 Cloud migration with security by design: Driving greater agility, security, and trust 1:00-2:00 PM EDT Short bio + Text goes here X Read more Text goes here X Name Short bio + Text goes here X Read more Text goes here X Name Year-end tax planning for operating companies and their owners 4:00-5:00 PM EDT Short bio + Text goes here X Read more Text goes here X Day 4 | Thursday, October 21 Monday, October 18 Private companies - Exit strategy trends and keys to success 1:00-2:00 PM EDT Short bio + Text goes here X Read more Text goes here X Monday, October 18 Tax & legislative policy update – The path forward 2:30-3:30 PM EDT Short bio + Text goes here X Read more Text goes here X Monday, October 18 The time for ESG is now! 4:00-5:00 PM EDT Short bio + Text goes here X Read more Text goes here X Agenda Day 1 | Monday, October 18 Monday, October 18 CPE Week Kick-off: U.S. Economic Update & the future 1:00PM-2:00PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 Innovation in challenging environments: Perspectives from a Deloitte Alum transforming digital healthcare 2:30-3:30 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 Technology Transformation and the Rise of the Consumer 4:00-5:00 PM EST Short bio + Text goes here X Read more Text goes here X Day 2 | Tuesday, October 19 Monday, October 18 Private Companies - Exit Strategy Trends and Keys to Success 1:00-2:00 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 M&A Market Outlook: Strategies for private companies 2:30-3:30 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 The Intersection of Diversity, Equity and Inclusion with Business Performance 4:00-5:00 PM EST Short bio + Text goes here X Read more Text goes here X Day 3 | Wednesday, October 20 Monday, October 18 Cloud migration with security by design: Driving greater agility, security, and trust 1:00-2:00 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 Advisory 2:30-3:30 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 Year-end Tax Planning for Operating Companies and their Owners 4:00-5:00 PM EST Short bio + Text goes here X Read more Text goes here X Day 4 | Thursday, October 21 Monday, October 18 Public Company Technical Accounting Update: FASB Standard Setting Update, Financial Reporting Trends, SEC Update 1:00-2:00 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 Tax & Legislative Policy Update – The Path Forward 2:30-3:30 PM EST Short bio + Text goes here X Read more Text goes here X Monday, October 18 The time for ESG is now! 4:00-5:00 PM EST Short bio + Text goes here X Read more Text goes here X Featured speakers and moderators Roger G. Arrieux, Jr. New York Managing Partner Deloitte & Touche LLP Short bio + Text goes here X Full bio Text goes here X Company Ritesh Bagayat Senior Manager, Cyber Risk Deloitte & Touche LLP Full bio Short bio + Text goes here X Full bio Text goes here X Kristin Bauer Partner – National Office, Accounting & Reporting Services Deloitte & Touche LLP Short bio + Text goes here X Full bio Text goes here X Company Amod Bavare Principal, Global Cloud Migration and Modernization Leader Deloitte Consulting LLP Full bio Short bio + Text goes here X Full bio Text goes here X Mike Bechtel Managing Director & Chief Futurist Deloitte Consulting LLP Full bio Short bio + Text goes here X Full bio Text goes here X Will Braeutigam Audit & Assurance Partner Deloitte & Touche LLP Full bio Short bio + Text goes here X Full bio Text goes here X Julia Cheek CEO and Founder Everly Health Full bio Short bio + Text goes here X Full bio Text goes here X Phil Colaco CEO and Business Services Leader Deloitte Corporate Finance LLC Full bio Short bio + Text goes here X Full bio Text goes here X Barrett Daniels Audit & Assurance Partner Deloitte & Touche LLP Full bio Short bio + Text goes here X Full bio Text goes here X Jamie Davis Audit & Assurance Partner Deloitte & Touche LLP Full bio Short bio + Text goes here X Full bio Text goes here X John Deering Managing Director Deloitte Corporate Finance LLC Full bio Short bio + Text goes here X Full bio Text goes here X Asif Dhar Industry Leader, Life Sciences and Health Care Deloitte LLP Full bio Short bio + Text goes here X Full bio Text goes here X Jason Downing Vice Chair, US Deloitte Private Leader Deloitte LLP Short bio + Text goes here X Full bio Text goes here X Company Kevan Flanigan US Deloitte Private RFA Leader, Principal Deloitte Corporate Finance LLC Full bio Short bio + Text goes here X Full bio Text goes here X Gys Hyman Principal, GM ConvergePROSPERITY Deloitte US Full bio Short bio + Text goes here X Full bio Text goes here X Chris Jackson Technology Leader Deloitte Private, Managing Director Deloitte Consulting LLP Full bio Short bio + Text goes here X Full bio Text goes here X Ira Kalish Chief Global Economist Deloitte Touche Tohmatsu Ltd. Short bio + Text goes here X Full bio Text goes here X Company Diana Kearns-Manolatos Senior Manager Deloitte’s Center for Integrated Research Full bio Short bio + Text goes here X Full bio Text goes here X Shahira Knight Managing Principal, Policy & Government Relations Deloitte Consulting LLP Short bio + Text goes here X Full bio Text goes here X Company Jeff Kummer Managing Director, Tax Policy, Washington National Tax Deloitte Tax LLP Full bio Short bio + Text goes here X Full bio Text goes here X Darin McKee Lead Tax Partner Deloitte Tax LLP Short bio + Text goes here X Full bio Text goes here X Company Tim O’Connor Principal, Banking as a Service – Solutions Lead Deloitte Consulting LLP Full bio Short bio + Text goes here X Full bio Text goes here X Kavitha Prabhakar Chief Diversity, Equity, and Inclusion (DEI) Officer Deloitte Consulting LLP Full bio Short bio + Text goes here X Full bio Text goes here X Doug Rand Managing Director Deloitte & Touche LLP Short bio + Text goes here X Full bio Text goes here X Company Kirsten B. Rhodes Managing Principal, San Francisco, Principal, Technology | Media | Telecom Deloitte LLP Full bio Short bio + Text goes here X Full bio Text goes here X Micaela Saviano Partner Deloitte Tax LLP Full bio Short bio + Text goes here X Full bio Text goes here X Mike Schlect Tax Partner Deloitte Tax LLP Full bio Short bio + Text goes here X Full bio Text goes here X Kristen B. Sullivan National ESG Leader Deloitte & Touche LLP Full bio Short bio + Text goes here X Full bio Text goes here X Wolfe Tone Deloitte Private Tax Leader Deloitte Tax LLP Short bio + Text goes here X Full bio Text goes here X Company Jim Traeger Audit & Assurance, Partner Deloitte & Touche LLP Full bio Short bio + Text goes here X Full bio Text goes here X Ken Udenze Arizona Managing Partner, Audit & Assurance Deloitte & Touche LLP Full bio Short bio + Text goes here X Full bio Text goes here X Brian Umbenhauer US Deloitte Private Consulting Leader Deloitte Consulting LLP Short bio + Text goes here X Full bio Text goes here X Company Doug Van Dyke National Tax Legislative Marketplace Leader Deloitte Tax LLP Full bio Short bio + Text goes here X Full bio Text goes here X Kirsten Vosen US Deloitte Private Enterprise Audit & Assurance Leader Deloitte & Touche LLP Short bio + Text goes here X Full bio Text goes here X Company Event countdown The Final Countdown! Time left for the event 19 days 20 hours 30 minutes 25 seconds The countdown doesn't work if the event start date is set to TBD Event details Join us for Deloitte Private’s 2021 Year-End Technical Update program featuring four days of programming in a virtual environment. This year’s program will include interactive video webcasts for both private and public companies with subject matter experts providing insights and practical guidance around various emerging issues and technical accounting topics. Our CPE Week has been designed to allow you to attend the sessions of greatest interest to you. Check out the agenda below then register and select the sessions you want to attend. It's your credit, your way. Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn More Text goes here X Agenda 8:00am - 9:00am Breakfast 9:00am - 5:00pm Deloitte Greenhouse Breakthrough Lab 5:00pm – 5:15pm Meet & greet 5:00pm – 5:15pm Meet & greet 5:00pm – 5:15pm Meet & greet Join us for Deloitte Private’s 2021 Year-End Technical Update program featuring four days of programming in a virtual environment. This year’s program will include interactive video webcasts for both private and public companies with subject matter experts providing insights and practical guidance around various emerging issues and technical accounting topics. Our CPE Week has been designed to allow you to attend the sessions of greatest interest to you. Check out the agenda below then register and select the sessions you want to attend. It's your credit, your way. Optional List Element Subtitle: * This is a space to list event details in a bulleted list format. * List key takeaways and other event details for guests to learn ahead of time * Steps that the guest may need to take ahead of the event. This event may qualify you for CPE Credits. Learn More Text goes here X Agenda 10 / 18 / 21 – 10 / 21 / 21 8:00am – 5:00pm CDT 8:00am - 9:00am Breakfast Join us in the Deloitte Greenhouse Café for an optional breakfast to start the day Optional Speaker Name 9:00am - 5:00pm Deloitte Greenhouse Breakthrough Lab Breaks and meals will be provided throughout the day Optional Speaker Name 10 / 18 / 21 – 10 / 21 / 21 8:00am – 5:00pm CDT 9:00am - 10:00am Meet & greet: Make sure to arrive early to meet our speakers. Optional Speaker Name 10:00am - 11:00am Breakfast [Optional] Join us in the Deloitte University Market Alcove to meet other attendees Optional Speaker Name 11:00am - 3:00pm Deloitte Greenhouse Breakthrough Lab Workshop Sessions Optional Speaker Name Featured speaker Name Here Title Company Short bio Read more Text goes here X + Text goes here X Featured Speakers Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Featured Speakers Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Name Title Company Short bio + Text goes here X Read more Text goes here X Additional information This session leverages Zoom Enterprise technology and requires you to be on the latest version to participate. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly. Learn more Text goes here X Questions? Contact us Learn More Text goes here X COVID-19 guidelines Location guidelines The LOCATION NAME will follow strict safety guidelines to ensure the overall safety of participants. * Guideline 1 * Guideline 2 * Guideline 3 * Guideline 4 Deloitte guidelines The safety and well being of our guests is our top priority. * Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19. * For more information regarding COVID-19 health and safety protocols, please visit the FAQs here. Learn more Text goes here X Questions? Contact us Learn More Text goes here X QUESTIONS? CONTACT US Text goes here X Deloitte.com Deloitte.com Unsubscribe Manage email preferences Legal Privacy Deloitte 30 Rockefeller Plaza New York, NY 10112-0015 United States About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms. Copyright © 2021 Deloitte Development LLC. All rights reserved. [confirmation_headline] [confirmation_messaging] ADD TO CALENDAR Text goes here X MODIFY RSVP Text goes here X CONTACT US Text goes here X [confirmation_headline] [confirmation_messaging] ADD TO CALENDAR Text goes here X MODIFY RSVP Text goes here X CONTACT US Text goes here X [confirmation_headline] [confirmation_messaging] Add to Calendar Text goes here X CONTACT US Text goes here X [confirmation_headline] [confirmation_messaging] MODIFY RSVP Text goes here X CONTACT US Text goes here X CPE credit information Course description Course description Learning objectives Upon completion, learners will be able to: * Bullet * Bullet Additional information CPE credit is only awarded for participation in the live program, and not a recording of the presentation. Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit. CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars. Delivery method Virtual Instructor-Led (Group Internet-Based) Course level Overview Recommended credit amount Total credit here Recommended subject area Type of credits here Registration method Virtual registration Attendance method Webinar technology Pre-requisites N/A Advanced preparation N/A Questions/concerns Contact name hyperlinked NASBA Sponsor Statement Click here to access the NASBA Sponsor Statement REGISTER NOW Text goes here X Jason Downing Vice Chair, US Deloitte Private Leader Deloitte LLP Jason is a vice chair of Deloitte LLP and the US leader of Deloitte Private, with responsibility for the strategic direction and delivery of the full breadth of Deloitte to private company clients. Jason is also a member of Deloitte’s Board of Directors. Prior to these roles, he served as managing partner of Deloitte in the North Texas marketplace and remains active with several North Texas clients. Since joining the firm in 1992, Jason has served clients across multiple Deloitte businesses—first, in Deloitte’s Audit & Assurance business and then more than 20 years in the Consulting business as the firm grew its capability in finance transformation. Jason is a leader in the North Texas marketplace, serving on the boards of United Way Foundation of Metropolitan Dallas and SMU’s Cox School of Business. He has been named to D CEO’s Dallas 500 list of most influential business leaders each year since 2016. CPE week kick-off: US economic update & the future 1:00PM-2:00PM EDT Company Following a welcome from Jason Downing, Deloitte Private leader, learn more about the ongoing US economic climate from Deloitte’s Chief Global Economist, Ira Kalish, and what the future holds for technology and business from a leading futurist. Session speaker: Ira Kalish, Chief Global Economist, Deloitte Touche Tohmatsu Ltd. Mike Bechtel, Managing Director & Chief Futurist, Deloitte Consulting LLP Session moderator: Jason Downing, Vice Chair, US Deloitte Private leader, Deloitte LLP Zoom details Subtitle Company We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join. Innovation in challenging environments: Perspectives from a Deloitte alum transforming digital healthcare 2:00PM-2:30PM EDT Company From pitching her idea for at-home lab testing startup, Everlywell, on Shark Tank to being named to the Inc. Top 100 Women Entrepreneurs of 2020, Deloitte Alumna, Julia Cheek, has made bold moves to raise venture capital funding, grow product offerings and expand the company through acquisitions, ultimately reaching a $2B+ valuation just five years after launching the digital health company. Join us as Julia shares Everly Health’s story and insights into opportunities and challenges faced by private company leaders. Session speaker: Julia Cheek, CEO and Founder, Everly Health Session moderator: Asif Dhar, Industry Leader, Life Sciences and Health Care, Deloitte LLP Disclaimer: This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Technology transformation and the rise of the consumer 4:00PM-5:00PM EDT Company Financial services have an opportunity to address major societal issues, make new markets, and generate profit in collaboration with multiple stakeholder communities, while proactively rebuilding trust in institutions. We’ll discuss: * Our vision for the future of financial services, the consumer industry and the forces driving it. * How the rapid pace of change provides the opportunity to amplify historic roles in more direct, personalized, and socially responsible ways. * The distinct forces driving the financial services industries across three major categories: upgrading legacy systems/ navigating banking landscapes in consumer rich environments/ strategic decisions on various vendor solutions. Session speakers: Gys Hyman, Principal, GM ConvergePROSPERITY, Deloitte US Chris Jackson, Technology Leader Deloitte Private, Managing Director, Deloitte Consulting LLP Tim O’Connor, Principal, Banking as a Service- Solutions Leader, Deloitte Consulting LLP Session moderator: Kirsten B. Rhodes, Managing Principal, San Francisco Technology | Media | Telecom, Deloitte LLP Ira Kalish Chief Global Economist Deloitte Touche Tohmatsu Ltd. Dr. Ira Kalish is the Chief Global Economist of Deloitte Touche Tohmatsu Ltd. He is a specialist in global economic issues as well as the effects of economic, demographic, and social trends on the global business environment. He has written about the economies of Western Europe, Eastern Europe, Southeast Asia, China, Japan, Mexico and South America, and has also written extensively on global consumer markets. Dr. Kalish is the principal author and editor of Deloitte’s Weekly Global Economic Update. His additional publications include the annual Global Powers of Retailing report and articles in the CFO Journal and Deloitte Review, among others. Dr. Kalish advises Deloitte clients as well as Deloitte’s leadership on economic issues and their impact on business strategy. He also serves on the Business at OECD Economic Policy Committee and the World Economic Forum’s Community of Chief Economists. Dr. Kalish has been widely quoted in the news media, including The Wall Street Journal, The Economist, The Financial Times, Reuters, and The Washington Post. He has appeared on CNN, CBS News, CNBC, PBS and BBC World Service. Dr. Kalish holds a bachelor’s degree in economics from Vassar College and a PhD in international economics from Johns Hopkins University. Julia Cheek CEO and Founder Everly Health Julia Cheek is the CEO and Founder of Everly Health, the digital health company at the forefront of the $300 billion virtual diagnostics-driven care industry. Cheek founded Everlywell, a subsidiary of Everly Health, in 2015 to provide consumers access to at-home lab tests that include insightful, easy-to-understand results. She now serves as CEO of Everly Health and its subsidiaries, including Everlywell, Everly Health Solutions (formerly PWNHealth), and EverlyDx. Everly Health serves over 20 million people annually with over 500 employees. Everly Health’s subsidiaries have earned industry accolades from Forbes, Fortune, Fast Company, and Fierce Healthcare. In 2020, Julia was honored by Entrepreneur Magazine, Inc. Magazine, and Create & Cultivate as one of the most inspiring female founders of 2020 and was named one of Fortune Magazine’s 40 Under 40 in Healthcare for her work to fight the Covid-19 pandemic. In 2021, Forbes Magazine named Julia one of 10 Women to Watch in 2021 alongside some of the world’s foremost scientists and political leaders. Julia attended Vanderbilt University and earned her MBA from the Harvard Business School where she graduated as a Baker Scholar with high distinction. A seasoned entrepreneur who has taken the stage at conferences like Fortune’s Most Powerful Women Summit, HLTH, and SXSW, she is passionate about increasing access in healthcare and inspiring the next generation of women and diverse leaders. Julia serves on the Digital Health Advisory Board for biopharmaceutical company AstraZeneca and the President’s Innovation Board at The University of Texas at Austin. Julia is a former multiple World Champion equestrian, retiring in 2009. Based in Austin, Texas, she’s focused on two things: running Everly Health and being a mom. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Private companies - Exit strategy trends and keys to success 1:00PM-2:00PM EDT Company Join us for a private company technical accounting update. Participants will explore the differences between IPOs and SPACs and various considerations for success when preparing for either of these exit strategies. Participants will also explore the importance of internal controls across the private company spectrum to mitigate financial and operational risk. * Our vision for the future of financial services and the consumer industry and the forces driving it. * How the rapid pace of change provides the opportunity to amplify historic roles in more direct, personalized, and socially responsible ways. * Discuss the distinct forces driving the financial services industries across three major categories: upgrading legacy systems/ navigating banking landscapes in consumer rich environments/ strategic decisions on various vendor solutions This is a space to list event details in a bulleted list format. Session speakers: Jim Traeger, Audit & Assurance, Partner, Deloitte & Touche LLP Barrett Daniels, Audit & Assurance, Partner, Deloitte & Touche LLP Will Braeutigam, Audit & Assurance, Partner, Deloitte & Touche LLP Session moderator: Kirsten Vosen, US Deloitte Private Enterprise & Assurance Leader, Deloitte & Touche LLP Asif Dhar Industry Leader, Life Sciences and Health Care Deloitte LLP Dr. Dhar is Vice Chair and US Life Sciences and Health Care (LSHC) Industry Leader for Deloitte LLP leading the overall strategic direction for the life sciences and health care practices, including audit, consulting, tax, and advisory services. He is a respected health futurist and sought-after digital disrupter. Asif helps Governments, Life Sciences and Health Care clients reinvent wellness, solve disease, address pandemics and tackle health inequities. He is also Deloitte’s Lead Partner for the Firm’s US Food and Drug Administration (FDA) relationship and responsible for all work Deloitte performs with and for the Agency. His perspectives on real world evidence, regulatory sciences, digital health, and innovation are sought by clients around the world. Asif’s passion for the LSHC industry is evident in all that he does – as a pioneering thought leader who helped establish a framework for the Future of Health, formed ConvergeHEALTH, an award winning life sciences and health care software solution, and helped frame numerous COVID-19 health-oriented reboot and recovery solutions. He advises some of the world’s most innovative companies and Governmental agencies tackling disease and public health. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Kirsten Vosen US Deloitte Private Enterprise Audit & Assurance Leader Deloitte & Touche LLP With more than 30 years of audit and accounting experience, Kirsten Vosen serves as the Audit & Assurance Private leader, focused on strategic growth in the private segment. In addition, Kirsten serves as the Partner in Charge of Private Company Matters in the National Office Audit Group at Deloitte & Touche LLP. In this role, she is charged with leading the consultation and rollout of our Private Audit Methodology, including leadership involvement in our private company centers of excellence and a variety of global transformation efforts. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Jim Traeger Audit & Assurance, Partner Deloitte & Touche LLP Jim is an audit partner with more than 24 years of experience. Jim has a particular focus on the oilfield services, manufacturing, and retail sectors. He has spent his career serving a wide range of public and private companies, from large, complex, multinationals to small, privately-held emerging growth companies. Jim has extensive experience providing external audit and advisory services, including US GAAP and industry-specific oversight, SEC financial reporting, and SOX internal control readiness and attestation services. He currently serves as the Central Region – ARA SOX and Internal Controls Leader, providing internal control related accounting and advisory services to public and private companies, including those contemplating public offerings. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. M&A market outlook: Strategies for private companies 2:30PM-3:30PM EDT Company Participants will hear about critical drivers and opportunities for private companies in M&A, debt, and capital markets. Please join Deloitte Corporate Finance LLC as we discuss important considerations regarding transactions, private equity and the debt market, including: * How capital markets and the valuation of private companies have evolved. * How changes in tax law might be a driver of activity. * Where the markets may be headed as we continue to navigate the pandemic, and what that means if you are a buyer, seller or raising capital. Session speakers: Phil Colaco, CEO and Business Services Leader, Deloitte Corporate Finance LLC John Deering, Managing Director, Deloitte Corporate Finance LLC Micaela Saviano, Partner, Deloitte Tax LLP Session moderator: Kevan Flanigan, US Deloitte Private RFA Leader, Principal, Deloitte Corporate Finance LLC Session moderator: ???? Phil Colaco CEO and Business Services Leader Deloitte Corporate Finance LLC Based in Charlotte, Phil is the chief executive officer of Deloitte Corporate Finance LLC (DCF), Deloitte’s National Investment Banking practice in the United States, which is one of the leading M&A advisors to the middle market. Phil also leads DCF's Business Services Group. Prior to joining DCF, he served as a managing director and co-founding partner at McColl Partners LLC and led the firm's Financial and Business Services Group. Phil has served as a lead advisor for the sale or acquisition mandates of numerous companies in each of the following industries: human resource services, outsourced software, postsecondary education, corporate training, community banking, and consumer finance, among others. Previously, he was at Bowles Hollowell Conner/First Union Securities and Lehman Brothers. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. John Deering Managing Director Deloitte Corporate Finance LLC John is a managing director with Deloitte Corporate Finance LLC (DCF). John has more than 25 years of experience advising clients on their capital structure options and financing needs. Prior to joining DCF, John served as a managing director and partner at McColl Partners, LLC. There he served as the head of the firm's Private Capital Solutions Group, which raised over $6.0 billion for its clients during a ten-year period. His transaction experience includes raising senior, mezzanine, and equity linked notes for growth-oriented companies in the retail, consumer products, defense and aerospace, business services, industrial, health care, and technology industries. Prior to McColl Partners, John worked in the investment banking group at a nationally recognized investment bank. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. The intersection of diversity, equity and inclusion with business performance 4:00PM-5:00PM EDT Company Join us for an engaging discussion on the important role that diversity, inclusion and equity play in today’s workplace and the impact on business performance. * How capital markets and the valuation of private companies have evolved. * How changes in tax law might be a driver of activity. * Where the markets may be headed as we continue to navigate the pandemic, and what that means if you are a buyer, seller or raising capital. Session speakers: Kavitha Prabhakar, Chief Diversity, Equity, and Inclusion (DEI) Officer, Deloitte Consulting LLP Session moderator: Roger G. Arrieux, Jr., New York Managing Partner, Deloitte & Touche LLP Roger G. Arrieux, Jr. New York Managing Partner Deloitte & Touche LLP As Deloitte’s New York Managing Partner, Roger supports Deloitte's largest office by overseeing more than 6,000 professionals. This includes driving business growth, facilitating a multi-disciplinary approach towards serving clients, leading corporate citizenship strategy, and creating and modeling a diverse, equitable and inclusive culture. He is a transformational leader who is widely recognized for his strategic impact, technical savvy, and passion for our people and the community. With more than three decades of professional services experience, Roger leads by example in advocating for my teams, social fairness, and equal opportunity, and is committed to developing industry practitioners, next generation leaders, and seasoned executives. He currently serves as the Chairperson of the Harlem YMCA Board of Directors and Chairperson of the Black Achievers in Industry Steering Committee. In addition, he participates in leadership and coordinating activities with various other charitable organizations. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Kavitha Prabhakar Chief Diversity, Equity, and Inclusion (DEI) Officer Deloitte Consulting LLP Kavitha is a principal and serves as the Chief Diversity, Equity, and Inclusion (DEI) leader for Deloitte US. She also co-leads the Black Action Council for Deloitte, focused on architecting Deloitte’s long-term strategy to advance our Black colleagues and communities by developing a culture of anti-racism for our people, firm, and our communities. Previously, Kavitha led a $1B practice with nearly 5,000 professionals as Deloitte Consulting’s Civil Government sector leader, overseeing a wide range of clients including: The Departments of State, Treasury, Commerce, Transportation, Energy, Agriculture, as well as the US Postal Service, NASA, and US Agency for International Development. She was a member of the Deloitte’s Nominating Committee, Board Council and leads the Executive Women in technology initiative for Deloitte’s CIO Program. Kavitha has also led various Women’s Initiative (WIN) programs for financial services including 100 Wise Women and Women on Wall Street. A well-respected thought leader on the challenges and opportunities facing federal civilian agencies as they embrace digital transformation, as well as a vocal advocate for gender parity and inclusion, Kavitha has been recognized as one of Fortune’s Most Powerful Women Next Gen and as Crain’s Notable Minorities in Accounting, Consulting & Law. Kavitha has a MS in Computer Science and MBA with concentrations in strategy and finance from University of Illinois, Urbana-Champaign. She also holds a BS in Computer Science and Mathematics from State University of New York, Buffalo. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Cloud migration with security by design: Driving greater agility, security, and trust 1:00PM-2:00PM EDT Company Cloud migration and cybersecurity are too often considered separately, with different teams focused in different phases of what could be a shared process. A combined approach that brings together cloud and security specialists with shared goals and outcomes can drive greater agility, security, and trust. We’ll discuss: * The modernization journey: the cloud security operating model * Risk management considerations for the cloud cyber program * Achieving cloud cyber resilience By attending this webcast, participants will gain a practical roadmap for achieving this combined approach, an understanding of the risk management considerations, and details on how it contributes to cloud cyber resilience. Session speakers: Diana Kearns-Manolatos, Senior Manager, Deloitte’s Center for Integrated Research Ritesh Bagayat, Senior Manager, Cyber Risk, Deloitte & Touche LLP Amod Bavare, Principal, Global Cloud Migration and Modernization leader, Deloitte Consulting LLP Session moderator: Brian Umbenhauer, US Deloitte Private, Consulting Leader, Deloitte Consulting LLP Year-end tax planning for operating companies and their owners 4:00PM-5:00PM EDT Company Most decisions made by a private company impact not only the entity, but also the owners’ individual income tax and eventual wealth transfer tax outcomes. A broad-based approach to year-end tax planning for family enterprises may provide an opportunity to benefit from synergy between the entity and its owners. Join us to discuss: * The complexity and diversity of issues that may arise for a privately held enterprise and its owners * The importance of coordinated income tax planning between passthrough entities and their owners * Key tax considerations to contemplate before year-end Session speakers: Darin McKee, Tax Partner, Deloitte Tax LLP Mike Schlect, Tax Partner, Deloitte Tax LLP Session moderator: Wolfe Tone, Deloitte Private Tax Leader, Deloitte Tax LLP Wolfe Tone Tax Partner Deloitte Private Tax Leader Deloitte Tax LLP Wolfe is the US Tax Leader of Deloitte Private as well as a Tax Partner in the firm’s Chicago office. Over his career, he has served a variety of technology, life science, retail, real estate, manufacturing, and distribution clients, ranging from Fortune 500 multinational organizations to start-up ventures. For the past two decades, Wolfe has concentrated his professional efforts on advising complex family-owned organizations and private equity portfolio companies. As a trusted advisor to his clients, Wolfe has led multi-disciplined engagement teams that provide a variety of tax and non-tax services around the areas of corporate restructurings, mergers and acquisitions, due diligence, IPO planning, finance transformation, tax compliance and tax controversies assistance. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Darin McKee Tax Partner Tax Partner Deloitte Tax LLP Darin is a Tax Partner in the Business Tax Services Practice of Deloitte Tax LLP’s Minneapolis office. He is the leader of the Minneapolis office Private Company Practice, a group of approximately 35 tax professionals dedicated to serving the tax and business needs of privately-held, family-owned, growth-oriented businesses and their owners. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Mike Schlect Tax Partner Tax Partner Deloitte Tax LLP Mike is the Private Wealth Tax Practice Leader for the Western United States. In this role, he leads over 100 colleagues to develop and deliver innovative tax solutions related to the income, gift, and estate tax planning matters for Private Wealth clients. He began his career with Deloitte in 2008, and he works exclusively with individuals, families, and their family offices. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Public company technical accounting update 1:00PM-2:00PM EDT Company Get up to speed on public company technical accounting topics, new accounting standards and SEC regulatory updates. Updates include: * FASB Standard Setting Update * Financial Reporting Trends * SEC Update Session speakers: Jamie Davis, Audit & Assurance Partner, Deloitte & Touche LLP Doug Rand, Managing Director, Deloitte & Touche LLP Session moderator: Kristin Bauer, Partner – National Office, Accounting & Reporting Services, Deloitte & Touche LLP Kristin Bauer Tax Partner Partner – National Office, Accounting & Reporting Services Deloitte & Touche LLP Kristin Bauer specializes in technical accounting at Deloitte’s National Office serving as a consultation resource to engagement teams serving a broad range of industries. She specializes in revenue recognition and leases and has extensive experience in current implementation efforts. In her current role, Ms. Bauer’s responsibilities include formulating firm policies and interpretative guidance on accounting standards for Deloitte professionals, clients, and other parties interested in financial reporting and in communicating with accounting standard setters and regulators. Prior to rejoining Deloitte in 2014, Kristin was a Practice Fellow at the Financial Accounting Standards Board (FASB) from 2010 to 2014. During her time at the FASB, she led the FASB’s revenue recognition project team that developed the final revenue standard (ASU 2014-09, creating ASC 606 and IFRS 15). She was also a key contributor to the project team responsible for improving the financial reporting of leases, ultimately resulting in ASC 842 and IFRS 16. Before her fellowship, Kristin served in various roles in Deloitte’s National Office. As a consultation resource, she assisted engagement teams with addressing issues related to restatements, assessments of materiality, management integrity, possible fraud and illegal acts and client continuance. Kristin started her career in Deloitte’s Chicago office and served clients in that market for 10 years. Immediately prior to joining National Office, she was the lead senior manager on the IPO and subsequent-year audit of a newly created carve-out entity. She concentrated on large, public multinational clients and addressed technical accounting matters including adoption of new accounting pronouncements, carve-outs, acquisitions, and divestitures. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Doug Rand Tax Partner Managing Director Deloitte & Touche LLP Doug Rand is a member of the Accounting and Reporting Services group in Deloitte & Touche LLP’s national office. He consults on accounting and reporting matters, monitors standard-setting activities, and authors internal and external publications. He advises on disclosure effectiveness, recent SEC rulemaking, initial public offerings, registration statements, mergers, spins, periodic filings, and SEC comment letters. Prior to assuming his current role, Doug served a variety of public and nonpublic companies throughout the US and internationally as part of Deloitte’s audit practice. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Tax & legislative policy update – The path forward 2:30PM-3:30PM EDT Company The Biden administration has proposed an ambitious tax agenda that will potentially impact a wide variety of taxpayers from the largest of multinational corporations to pass through entities and their owners to individuals and trusts. Hear from two of our Washington-based tax policy specialists about what is on the table and what may be next. * FASB Standard Setting Update * Financial Reporting Trends * SEC Update Session speakers: Jeff Kummer, Managing Director, Tax Policy, Washington National Tax, Deloitte Tax LLP Shahira Knight, Managing Principal, Policy & Government Relations, Deloitte Consulting LLP Session moderator: Doug Van Dyke, National Tax Legislative Marketplace Leader, Deloitte Tax LLP Doug Van Dyke Tax Partner National Tax Legislative Marketplace Leader Deloitte Tax LLP Doug Van Dyke is Deloitte’s National Tax Legislative Marketplace leader and was previously the West regional leader for Tax Reform Advisory Services. Doug is also the West Region Marketplace leader, the national interactive gaming and esports affinity leader, and the West regional Media & Entertainment leader. He has nearly 30 years of experience with Deloitte’s clients in US and international taxation, including large multinational clients in the media, entertainment, aerospace and defense, and consumer business industries. Doug has also worked closely with companies in these industries on accounting for income taxes and, as they have expanded globally, exploiting their intellectual property and dealing with US and local jurisdictional tax issues, including transfer pricing. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Jeff Kummer Tax Partner Managing Director, Tax Policy, Washington National Tax Deloitte Tax LLP Jeff has over 20 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the U.S. Congress, the Internal Revenue Service and Treasury Department, and the federal courts to the Firm and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the US deficit and fundamental tax reform. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Shahira Knight Tax Partner Managing Principal, Policy & Government Relations Deloitte Consulting LLP Shahira has more than 20 years of experience in government, public policy and government affairs. Prior to joining Deloitte, she held several senior leadership roles in government, including Director of White House Legislative Affairs, where she served as the top liaison between the White House and Congress, and Deputy Director of the White House National Economic Council, where she helped coordinate the administration’s domestic economic policy agenda. Shahira also served as the top policy advisor on the House Ways and Means Committee where she directed the committee’s policy and legislative operations. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. The time for ESG is now! 4:00PM-5:00PM EDT Company The environmental, social, and governance (ESG) disclosure landscape is advancing rapidly. Discover why companies should no longer ignore this reporting trend as we discuss the increasing expectations on companies, what's on the horizon, and how companies must prepare and engage now. * FASB Standard Setting Update * Financial Reporting Trends * SEC Update Session speakers: Kristen B. Sullivan, National ESG Leader, Deloitte & Touche LLP Session moderator: Ken Udenze, Arizona Managing Partner, Audit & Assurance, Deloitte & Touche LLP Ken Udenze Tax Partner Arizona Managing Partner, Audit & Assurance Deloitte & Touche LLP Ken Udenze has over 30 years of experience in serving clients across a variety of industries. Ken has a strong background in leading the audits of multi-segment SEC registrants. He provides objective reviews of significant accounting, controls and financial reporting matters and offers perspectives on emerging trends and industry matters for management teams and audit committees of the Board of Directors. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Kristen B. Sullivan Tax Partner National ESG Leader Deloitte & Touche LLP Kristen B. Sullivan is a partner and leads Deloitte & Touche LLP’s Sustainability and ESG services, working with clients to help address their sustainability and non-financial disclosure strategy needs. Kristen also serves as the Deloitte Touche Tohmatsu Limited’s (DTTL) Americas Region Sustainability Services Leader, the Global Audit & Assurance Climate Services Leader and the Integrated Reporting Community of Practice Leader. Kristen brings extensive experience in delivering sustainability risk assessment, governance, strategy alignment, measurement, reporting and assurance services. Given the growing market emphasis on the importance of ESG standards and frameworks, Kristen serves as a member of the Global Reporting Initiative (GRI) Community, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and serves as Chair of the AICPA Sustainability Task Force and member of the AICPA Materiality Task Force. She also served on the International Integrated Reporting Council (IIRC) Working Group. Kristen has authored a number of publications around the value of sustainability and non-financial disclosure and assurance, including conflict minerals and anti-human trafficking disclosure. She was recognized as #10 on the 2020 Top 100 Corporate Social Responsibility Influence Leaders. Kristen has over 25 years of experience with Deloitte. Kristen is a CPA (CT, MO) and CGMA. Kristen completed the Berkeley Law Executive Education Certification: ESG: Navigating the Board’s Role. She began her career with Deloitte in the Audit and Advisory services practice. She has also served in Deloitte’s National Office in several different capacities and served in a role working with the deputy CEO of Deloitte LLP focusing on regulatory and public policy matters. Kristen serves as a member of the Eureka College Board of Trustees and the Financial Women’s Association. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Brian Umbenhauer Tax Partner US Deloitte Private Consulting Leader Deloitte Consulting LLP Brian is the US Deloitte Private Consulting leader and also leads Deloitte’s US Consulting Industrial Products & Construction Sector. In his two decades of experience, Brian has taken a personalized approach to building consulting practices, collaborating with clients, driving engagements and (above all) measuring value. He has a proven track record in global business development, operations/business strategy advisory and non-traditional approaches to creating client value. Brian is particularly experienced in industrial/consumer-related industries but has also worked across industries and sectors. Additionally, he is fascinated by the convergence of expertise, capability and technology in creating a new breed of integrated client solutions. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Mike Bechtel Tax Partner Managing Director & Chief Futurist Deloitte Consulting LLP Mike is a managing director and chief futurist for Deloitte Consulting LLP, where he helps clients develop strategies to thrive in the face of discontinuity and disruption. Mike and his team research the novel and exponential technologies most likely to affect the future of our clients’ businesses and builds relationships with the enterprises, entrepreneurs, and research institutions creating them. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Kirsten B. Rhodes Tax Partner Managing Principal, San Francisco, Technology|Media|Telecom Deloitte LLP Kirsten is a Risk & Financial Advisory principal with Deloitte & Touche LLP and serves as the San Francisco Managing Principal. In this role she helps drive client and business growth, facilitates cross-functional teaming and further enhances Deloitte’s strategic positioning in the San Francisco market. Kirsten is the “face of the firm” in San Francisco – strategically positioning Deloitte in the business community, leading corporate citizenship strategy, driving office culture and continuing to maintain her client service responsibilities. She works with some of Deloitte’s most strategic technology and media clients, marrying her distinctive approach with the organization’s multi-disciplinary services in providing solutions to complex business issues. Kirsten brings her collaborative spirit along with expertise in technology as the Global Lead Client Services Principal for Salesforce and Anaplan. In this role, she provides a single point of contact for our clients, having overall responsibility for understanding their global business strategy, operations, industry market and challenges. Previously, she’s served in a comparable capacity for Cisco, Twitter, Agilent Technologies and Keysight Technologies. Kirsten has spent her more than 29-year career in the Bay Area and has built a significant network amongst senior executives and board directors. She has strong ties to the local community and was recently appointed to the Cal Academy of Sciences’ Board of Trustees, also serving on their Executive Committee and as Audit Chair. Additionally, Kirsten currently sits on the executive board of the Bay Area Council, as well as having served as a board director for the Children’s Discovery Museum of San Jose for over a decade. In 2018 Kirsten received the Jefferson Award for her ongoing commitment to public service, and previously served on the advisory board for the Jefferson Awards – Students in Action. She was recognized in 2017, 2016 and 2015 by the San Francisco Business Times as one of the Bay Area’s “Most Influential Women in Business” and received the 2014 YWCA Tribute to Women Award for her outstanding contributions. Kirsten previously led Deloitte’s Inclusion (Diversity & Wellness) initiatives for the West Region. She still speaks on the topics of leadership, inclusion and unconscious bias, and has recently led discussions at Stanford’s Clayman Institute for Gender Research, Forte’, Watermark, Wilpower and the California Diversity Conference. Additionally, Kirsten led Deloitte’s relationship with The Representation Project and has consulted to many Fortune 500 companies on how to build, innovate and measure success of their respective diversity & inclusion programs, including Women’s initiatives. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Will Braeutigam Tax Partner Audit & Assurance Partner Deloitte & Touche LLP Will is an Audit & Assurance partner in Deloitte & Touche LLP’s Accounting and Reporting Advisory (ARA) practice and offers more than 17 years of experience providing advisory and audit services to clients. He is the national SPAC execution group ARA leader and the Central region IPO services leader. He has extensive private equity experience including auditing and/or advising portfolio companies regarding public exit strategies. He has led numerous IPO engagements including reverse mergers, SPACs (special purpose acquisition companies), recapitalizations, Up-C Structures, predecessor accounting, and SEC pre-clearance filings. He is a certified public accountant in Texas and has a Master in Professional Accounting degree from the University of Texas. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Barrett Daniels Tax Partner Audit & Assurance Partner Deloitte & Touche LLP Barrett is an Audit & Assurance partner in Deloitte & Touche LLP's Accounting and Reporting Advisory practice located in the Bay Area as well as the US IPO Services Co-Leader and the West Region SPAC Leader. For the better part of the last two decades, Barrett has been primarily focused on IPO and other transactional advisory services including serving well over 50 IPO and SPAC related engagements. Barrett first joined Deloitte & Touche LLP when his firm, Nextstep Advisory Services LLC, an IPO advisory firm based in the Bay Area, was acquired by Deloitte & Touche LLP. Barrett has additional experience as a senior IPO services partner with a leading specialized advisory firm, chief financial officer of two Bay Area companies, director of accounting for a global cloud-based human capital management provider, and over two decades in public accounting. Barrett has been called upon by some of the top-tier media such as CNBC, Bloomberg, The New York Times, The Wall Street Journal, The Economist, Forbes, Fortune, Yahoo! Finance, TechCrunch, and more to provide insights on the IPO market and recent trends. He holds a Bachelor of Science in Accounting from Florida State University and is a certified public accountant in California. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Diana Kearns-Manolatos Tax Partner Senior Manager Deloitte’s Center for Integrated Research Diana Kearns-Manolatos is a senior manager in the Deloitte Center for Integrated Research where she analyzes market shifts and emerging trends across industries. Her research focuses on cloud and the future of workforce. Additionally, Kearns-Manolatos draws on almost 15 years of award-winning marketing communications expertise to align insights with business strategy. She speaks on technology and women in leadership and holds a bachelor’s and master’s degrees from Fordham University. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Ritesh Bagayat Tax Partner Senior Manager Deloitte Cyber Risk Ritesh, a senior manager in Deloitte’s Risk & Financial Advisory’s Cyber practice, draws on his experience in risk consulting, cloud technology, and database administration on high impact business applications to advise clients. He holds a bachelor’s degree in Mechanical Engineering from the National Institute of Technology, Calicut and a master’s degree in Management Information Systems from Texas A&M University’s Mays Business School and is CISA and CISSP certified. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Amod Bavare Tax Partner Principal, Global Cloud Migration and Modernization Leader Deloitte Consulting LLP Amod, a principal at Deloitte Consulting LLP, leads Deloitte’s Global Cloud Migration and Modernization market efforts across all industries and sectors. With more than 25 years of IT industry experience, Amod specializes in renovating architecture and migrating complex enterprise applications to the cloud, essentially helping to create value by modernizing clients’ legacy systems. Amod’s ability to lead organizations through digital transformation journeys is the reason he emerged as a leader in legacy application modernization. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Jamie Davis Tax Partner Audit & Assurance Partner Deloitte & Touche LLP Jamie has 13 years of accounting and financial reporting experience, which includes completing a two-year professional accounting fellowship in the U.S. Securities Exchange Commission’s (SEC) Office of the Chief Accountant. She is currently a Chicago-based audit and assurance partner in Deloitte’s Accounting and Reporting Services group, within the firm’s national office. In this role, she assists attest and non-attest engagement teams nationwide with complex technical accounting issues, focusing on the accounting for financial instruments, share-based compensation, and leases. During her SEC fellowship from 2018-2020, she worked closely with registrants, standard-setters, auditors, and other Commission staff regarding the application of accounting standards, with a focus on matters involving leasing, financial assets, derivatives, debt, equity, and digital assets/cryptocurrency. Jamie is a CPA in Illinois and a member of the American Institute of Certified Public Accountants. Jamie holds a BA in accounting from Ball State University. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Gys Hyman Tax Partner Principal, GM ConvergePROSPERITY Deloitte US Gys Hyman is the general manager (GM) for ConvergePROSPERITY and a principal with Deloitte Consulting LLP. As the GM of ConvergePROSPERITY, he leads a business focused on changing the face of financial services by enabling security, prosperity, convenience, personalization, and the purposeful use of capital. Gys is committed to delivering a suite of scalable and integrated technology solutions through ConvergePROSPERITY—powered by rich data sets and curated ecosystem partnerships—and shaping the future of financial services by putting consumers at the center of their financial services experience. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Tim O’Connor Tax Partner Principal, Banking as a Service – Solutions Lead Deloitte Consulting LLP Tim O’Connor is the ConvergePROSPERITY Banking as a Service offering leader and a principal at Deloitte Consulting LLP. In these roles, Tim is focused on developing and delivering a suite of scalable and integrated technology banking solutions through ConvergePROSPERITY, a business focused on changing the face of financial services by enabling security, prosperity, convenience, personalization, and the purposeful use of capital. Specializing in the financial services industry, Tim is committed to building and delivering a banking as a service product portfolio including Thrive for Banking, to help banks future-proof their business and successfully compete with the nimblest of digital banking players, including FinTechs and challengers alike. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Kevan Flanigan Tax Partner US Deloitte Private RFA Leader, Principal Deloitte Corporate Finance LLC Kevan is the US Deloitte Private Risk & Financial Advisory leader and also serves as the US Automotive Industry Sector leader for Deloitte’s Risk & Financial Advisory practice. Based in Los Angeles, Kevan has served automotive OEMs and Tier 1 and 2 suppliers as well as automotive aftermarket companies. He has extensive investment banking and financial advisory experience, spanning acquisition, capital raising, and the sale or divestiture process. Kevan previously served as the National Managing Director of Deloitte Corporate Finance LLC, the investment banking subsidiary of the US firm, and a leading provider of investment banking services to the global mid-market. He also served as the Vice Chair of Deloitte Transactions & Business Analytics, and a member of the Board Council to the Deloitte US Board of Directors. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Gys Hyman Tax Partner Principal, GM ConvergePROSPERITY Deloitte US Gys Hyman is the general manager (GM) for ConvergePROSPERITY and a principal with Deloitte Consulting LLP. As the GM of ConvergePROSPERITY, he leads a business focused on changing the face of financial services by enabling security, prosperity, convenience, personalization, and the purposeful use of capital. Gys is committed to delivering a suite of scalable and integrated technology solutions through ConvergePROSPERITY—powered by rich data sets and curated ecosystem partnerships— and shaping the future of financial services by putting consumers at the center of their financial services experience. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Tim O’Connor Tax Partner Principal, Banking as a Service- Solutions Leader Deloitte Consulting LLP Tim O’Connor is the ConvergePROSPERITY Banking as a Service offering leader and a principal at Deloitte Consulting LLP. In these roles, Tim is focused on developing and delivering a suite of scalable and integrated technology banking solutions through ConvergePROSPERITY, a business focused on changing the face of financial services by enabling security, prosperity, convenience, personalization, and the purposeful use of capital. Specializing in the financial services industry, Tim is committed to building and delivering a banking as a service product portfolio including Thrive for Banking, to help banks future-proof their business and successfully compete with the nimblest of digital banking players, including FinTechs and challengers alike. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Kevan Flanigan Tax Partner US Deloitte Private RFA Leader, Principal Deloitte Corporate Finance LLC Kevan is the US Deloitte Private Risk & Financial Advisory leader and also serves as the US Automotive Industry Sector leader for Deloitte’s Risk & Financial Advisory practice. Based in Los Angeles, Kevan has served automotive OEMs and Tier 1 and 2 suppliers as well as automotive aftermarket companies. He has extensive investment banking and financial advisory experience, spanning acquisition, capital raising, and the sale or divestiture process. Kevan previously served as the National Managing Director of Deloitte Corporate Finance LLC, the investment banking subsidiary of the US firm, and a leading provider of investment banking services to the global mid-market. He also served as the Vice Chair of Deloitte Transactions & Business Analytics, and a member of the Board Council to the Deloitte US Board of Directors. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Micaela Saviano Tax Partner Partner Deloitte Tax LLP Micaela Saviano is a Partner with Deloitte Tax LLP. Her clients include family offices, ultra-high net worth individuals, and closely-held businesses. She specializes in structuring family offices and investment partnerships, supporting clients through liquidity events, and estate planning and post-mortem administration. Micaela also leads the Art & Finance group for Deloitte Tax. In this role she helps clients plan for and manage their fine art collections and identifies tax, audit, advisory, and consulting solutions for businesses in the art industry. Micaela is a certified public accountant (CPA) licensed in Illinois. She is a member of the American Institute of Certified Public Accountants, Illinois CPA Society, and the Chicago Estate Planning Council. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. Chris Jackson Tax Partner Technology Leader Deloitte Private, Managing Director Deloitte Consulting LLP Chris serves as the Commercial Go-To-Market leader for Converge Industries and is the US technology leader for Deloitte Private within Deloitte Consulting, LLP. He’s responsible for Deloitte’s go-to-market approach across Converge Industries Hybrid Businesses and Consulting’s technology related services within the high growth and Private Company space. His expertise is in technology strategy, IT risk, early stage business start-up’s, business to technology alignment, alliance and ecosystem GTM strategy. Chris has served clients globally and led multinational teams to develop technology and business value. Disclaimer This is part of an ongoing series of webinars. Julia Cheek’s participation is solely for educational purposes based on her knowledge of the subject, and the views expressed by her are solely her own. This webinar should not be deemed or construed to be for the purpose of soliciting business for Everly Health, nor does Deloitte advocate or endorse the services or products provided by Everly Health. CONTACT THE ORGANIZER Google Outlook iCal Yahoo RSVP Add to my Calendar * Google Outlook iCal Yahoo