CCSL Symposium: The Future of Corporate Reporting

Kroc Institute for Peace and Justice

The Future of Corporate Reporting: What do investors want – 2014 and beyond?

Hosted by:

USD School of Law Center for Corporate and Securities Law

Co-conveners:

Eumedion

The Asian Corporate Governance Association

The Global Accounting Alliance

Supporters:

Standard Life Investments

The Global Public Policy Committee of the six largest international accounting networks

The Center for Audit Quality

Registration

Online Registration is required.

Business attire requested.

Symposium Hotel Rate

Make your hotel reservations now to take advantage of the special symposium hotel rate for this event. The special room rate will be available until February 28th or until the group block is sold-out, whichever comes first.

Continuing Education

MCLE and CPE hours are currently being evaluated for this conference. Contact ccsl@sandiego.edu with any questions.

Agenda

(Subject to change)

Tuesday, March 25, 2014

5 to 6 p.m.  Opening Reception and Jazz Ensemble

6 p.m.  Dinner & Keynote Speaker: Lewis H. Ferguson, Chair, International Forum of Independent Audit Regulators and Board Member, Public Company Accounting Oversight Board

Wednesday, March 26, 2014

7:30 a.m.  Breakfast & Registration

8 a.m.  Welcome & Introductions: Guy Jubb, Standard Life Investments, Conference Chair; Steve Maslin, Chair of the Global Public Policy Committee; Cynthia Richson, University of San Diego School of Law, Conference Deputy Chair

8:15 a.m.  Introductory Remarks by Conference Co-convener: The Global Accounting Alliance, Anton Colella, Chair

8:30 to 9:30 a.m.  Keynote Speaker: Michel Prada, Chair, International Financial Reporting Standards Foundation Trustees. What is driving corporate reporting? Is the goal of achieving a single set of high-quality global accounting standards realistic?

9:30 to 10 a.m.  Break

10 to 10:30 a.m.  Keynote Speaker: Christianna Wood, Chair, Global Reporting Initiative; Board Member, International Integrated Reporting Framework; Former Chair, International Corporate Governance Network; Former Senior Investment Officer, Global Equity, CalPERS; and public company director. The Changing Landscape of Global Corporate Reporting: What information is useful to investors? Are we heading in the right direction or towards information overload?

10:30 to 11:45 a.m.  Follow-Up Panel Discussion to Keynote Remarks: The Changing Landscape of Global Corporate Reporting.

  • Moderator: Matt Orsagh, CFA, CIPM, Director of Capital Markets Policy, CFA Institute
  • Panelists: Fayezul Choudhury, CEO, International Federation of Accountants
    Karen Golz, Global Vice Chair, Professional Practice, EY
    Sue Harding, Director, Financial Reporting Lab, U.K. Financial Reporting Council
    Christianna Wood, Chair, Global Reporting Initiative

11:45 a.m. to 1:15 p.m.  Networking Lunch

1:15 to 2:30 p.m. Panel Discussion: Does anybody actually read financial statements anymore? Are financial statements an essential element of the investment decision-making process by investors now and going forward?

  • Moderator: Guy Jubb, Head of Governance & Stewardship, Standard Life Investments
  • Panelists: Martijin Bos, Policy Advisor, Eumedion
    Sophie L’Helias, Adjunct Fellow, Center for Strategic and International Studies
    Gilly Lord, Partner, Financial Services Regulation, PwC
    Andrew Shapiro, Founder, President and Portfolio Manager, Lawndale Capital Management, LLC
    Arnold C. Hanish, Audit Committee Chair, Omeros Corporation and former Vice President and Chief Accounting Officer, Eli Lilly and Company

2:30 to 3 p.m.  Break

3 to 4:15 p.m.  Panel Discussion: The evolving role of audit and related hot topics.

  • Moderator: Robert Go, Principal, Deloitte LLP (retired)
  • Panelists: Beth A. Brooke, Global Vice Chair, Public Policy, EY
    Elizabeth Murrall, Director Corporate Governance and Reporting, IMA
    Julia Tay, Assistant Chief Executive (Accountancy), Singapore Accounting and Corporate Regulatory Authority
    H. Jay Winship, CFA, CPA, Principal, Senior Managing Director, and Investment Committee member, Relational Investors LLC

4:15 to 4:45 p.m.  End of Day Remarks by Conference Co-convener: Asian Corporate Governance Association, Ambassador Linda Tsao Yang, Former Independent Non-executive Director, Bank of China (Hong Kong); and Former U.S. Executive Director, Asian Development Bank, and Former CalPERS Trustee

5 to 6 p.m.  Reception

6 p.m.  Dinner & Keynote Speaker: James R. Doty, Chairman, Public Company Accounting Oversight Board. The role of the audit in a global economy.

Thursday, March 27, 2014

7:30 a.m.  Breakfast

8 to 8:15 a.m.  Introductory Remarks by Conference Co-convener: Eumedion, Martijn Bos, Policy Advisor – Reporting & Audit

8:15 to 8:45 a.m.  Keynote Speaker: Arnold Schilder, Chair, International Auditing and Assurance Standards Board. Getting more from the audit: enhancing the information investors receive.

8:45 to 10 a.m.  Panel Discussion: Can audit committees meet investors’ evolving expectations?

  • Moderator: Cindy Fornelli, Executive Director, Center for Audit Quality
  • Panelists: Stan Magidson, President & CEO, Institute of Corporate Directors
    Steve Maslin, Partner, Grant Thornton U.K.
    Don Nicolaisen, Director, Zurich Insurance Group, and Former Chief Accountant, U.S. Securities and Exchange Commission
    Paul Schneider, Senior Investment Associate, Corporate Governance, Ontario Teachers’ Pension Plan

10 to 10:30 a.m.  Break

10:30 to 11:45 a.m.  Panel Discussion: Assessing, Managing, and Addressing Fraud Risk. What is the role of management, auditors, and audit committees and what constitutes anti-fraud best practices?

  • Moderator: Peter Montagnon, Associate Director, U.K. Institute of Business Ethics
  • Panelists: Robert J. Kueppers, Senior Partner, Deloitte LLP
    Elizabeth F. Mooney, Analyst, The Capital Group Companies
    Lynn Turner, Trustee, Colorado PERA, and Former SEC Chief Accountant

11:45 a.m. to 1 pm  Networking Lunch

1 to 2:15 p.m.  Panel Discussion: What is audit quality? Do you know it when you see it? What are audit quality indicators?

  • Moderator: Lee White, CEO, Institute of Chartered Accountants Australia
  • Panelists: Sue Harding, Director, Financial Reporting Lab, U.K. Financial Reporting Council
    Gregory J. Jonas, Director, Office of Research and Analysis, Public Company Accounting Oversight Board
    Leslie Seidman, Audit Committee Member, Moody’s Corporation; Executive Director of Center for Excellence in Financial Reporting, Pace University’s Lubin School of Business; and former Chairman, Financial Accounting Standards Board
    Kenneth Yap, Chief Executive,Singapore Accounting and Corporate Regulatory Authority

2:15 to 2:30 p.m.  Break

2:30 to 3:30 p.m.  Breakout Sessions

  • Option #1: How should investors encourage better corporate reporting?
    Kayla Gillan, Leader, PwC LLP, Investors Resource Institute
    Peter Montagnon, Associate Director, U.K. Institute of Business Ethics
    Ted White, Managing Director, Legion Partners
  • Option #2: What does Integrated Reporting do for shareholders?
    Anne Simpson, Senior Portfolio Manager, Investments Director of Global Governance, CalPERS
    Sue Almond, Technical Director, Association of Chartered Certified Accountants
    James Roberts, Partner, BDO U.K.
  • Option #3: Everything you wanted to know about audits, but were afraid to ask.
    Jon Lukomnik, Managing Partner, Sinclair Capital L.L.C.
    Robert J. Kueppers, Senior Partner, Deloitte LLP
    Larry A. Leva, Global Vice Chair – Quality and Risk Management, KPMG

3:30 to 3:45 p.m.  Break

3:45 to 5 p.m.  Keynote Remarks and Panel Discussion: Insights from Regulators – how can the regulatory framework evolve to meet the current and future needs of investors and financial markets?

  • Moderator: John Thornton (invited), Chair, Brookings Board of Trustees; Professor and Director of Global Leadership at Tsinghua University in Beijing; Co-Chair of Barrick Gold Corp., and Former President and Co-CEO of Goldman Sachs
  • Panelists: Stephen Haddrill, Chief Executive, U.K. Financial Reporting Council
    Andrew Sheng (invited), President, Fung Global Institute, a Hong Kong based global think tank, and Former Chair of the Hong Kong Securities and Futures Commission
    Julia Tay, Assistant Chief Executive (Accountancy), Singapore Accounting and Corporate Regulatory Authority

5 to 5:15 p.m.  Concluding Remarks: Guy Jubb, Standard Life Investments, Conference Chair; Steve Maslin, Chair of the Global Public Policy Committee; Cynthia Richson, University of San Diego School of Law, Conference Deputy Chair

Contact:

Trang Pham
tpham@sandiego.edu
(619) 260-4208

Phone

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