Effective Use of Artificial Intelligence & Machine Learning and the New Lease Standard
8:10am – 9:00am, May 13, 2019

A&A Accounting and Auditing

This session will be a robust panel discussion and participant interaction with six experienced lease accounting professionals and how they leveraged AI with a Fortune 100 company this past year to apply topic 842 to thousands of leases.

The new Lease Accounting standards are probably the most complex standards issued in the last decade…including the new Revenue Recognition standards under Topic 606.

The speakers have all been featured in Journal of Accounting thought leadership articles in the last 18 months.

Learning Objectives:

  • Learn the key components and complexities of the new lease accounting standard
  • Learn implementation concepts

Course Outline:

  • The speaker and panel will discuss lessons learned over the last year in connections with the application of Topic 842
  • Interaction with the attendees will be encouraged
  • This includes critical document management issues
  • Application of the Practical Expedients
  • Key considerations of when you reassess leases in the 840 vs 842 world…
  • Also important real estate lease issues to address and the impact of renewal options
  • Critical guidance on identifying and accounting for embedded leases
  • Live demo of how AI actually works to enhance the learning process.

Additional Information:

  • Delivery method: Group Live
  • Recommended CPE Hours: 1.0
  • Field of Study:
    • California Board of Accountancy: Accounting and Auditing (A&A)
    • NASBA: Accounting
  • Program Level: Intermediate
  • Prerequisites: A working knowledge of the accounting standards for leases
  • Advanced Preparation: The attendee should review the current and new lease standards to obtain maximum benefit Designed for: Those professionals who desire to fully understand the new lease standards and learn implementation concepts


The Latest in Financial Fraud Cases and Effective Methods to Prevent It
8:10am – 12:10pm, Oct 25, 2021


Learn about the latest international fraud case – Wirecard, and what are the fraud risks of the new Lease Accounting Standards.

Review the importance of prevention, detection controls and the COSO internal control framework.

Understand how” Tone at the Top” has a pervasive effect on fraud prevention throughout the organization.

Walk through the book ”Rise of the New Ethics Class” (free copy to all participants) using key principles to reduce fraud risk.

The content of this session is applicable to CPAs, Certified Fraud Examiners, internal auditors, controllers and accounting personnel at all levels.

This session is designed to meet the California Board of Accountancy four (4) hour fraud requirement for


Steve Austin – Managing Partner, Swenson Advisors, LLP