Past Events

Frank, Rimerman + Co. LLP hosted or presented at these past events:

November
11/10/2017 - Fort Collins, CO
Accounting Ethics CPE Conference: “Ethics and Professional Conduct in a Tax Practice”
Instructor: Frank Pasacreta, Assurance & Advisory Partner Information and Registration

November
11/17/2016 - Web Conference
Building Resilience in your Ethics & Compliance Efforts
Instructor: Steve C. Morang, Assurance and Advisory Senior Manager Would you like to better understand the importance of resilience and how it can be incorporated into your Ethics & Compliance efforts? Using evidence-based, well researched techniques, this presentation will demonstrate how you can build resilience and enable individuals and teams to stay effective in difficult or challenging times. The presentation will also walk through specific steps professionals can take in order to raise their profile within their organization using improved personal resilience techniques. Information and Registration

October
10/24/2016 - 10/26/2016 - San Francisco, CA
SF ISACA Fall Conference: My Role as an IT Auditor on a Fraud Audit
Instructor: Steve C. Morang, Assurance and Advisory Senior Manager The Fraudit methodology requires auditors to assume the entities, their employees and the records provided could be part of a plan to prevent the auditor from seeing the complete picture. Using real life examples and case studies, Steve will help participants understand their role and responsibilities when working on a Fraudit team to uncover potential fraud, waste and abuse. Register for the 2016 SF ISACA conference to learn more about the Fraudit methodology and join in on other IT audit, security, risk and compliance sessions.   While at the conference, stop by our booth to meet a few members of the Frank, Rimerman + Co. team. Information and Registration

August
8/1/2016 - 8/5/2016 - Palo Alto, CA
ISO 27001 Lead Implementer Certification Course
Keep your company out of the information security breach headlines. GRC21, in partnership with the PECB and host firm Frank, Rimerman + Co. LLP, is delighted to provide the certification training course in San Francisco Bay Area. Information and Registration

June
6/14/2016 - Las Vegas, NV
27th Annual ACFE Global Fraud Conference Session 9K Volkswagen AG: What Were They Thinking?
Instructor: Steve C. Morang, Assurance and Advisory Senior Manager Join in to learn how you may use a combination approach of psychology, sociology and other aspects of human and organizational behavior to identify red flags that indicate an organization may be on the brink of a major ethical dilemma. It will also look at how to monitor the ethical temperature of an organization to create a framework that can be used to communicate changes in ethical behavior to various groups of stakeholders. Information and Registration

March
3/15/2016 - Cordova, CA
Developing an Anti-Fraud Program to Defend Against Emerging Social Engineering Schemes Brought to you by The Institute of Internal Auditors, Sacramento Chapter
Instructor: Steve C. Morang, Assurance and Advisory Senior Manager Join for an overview of current social engineering fraud schemes and a road-map on how to protect your organization against these schemes. Information and Registration

September
9/2/2015 - Live Webinar
New FASB Revenue Recognition Standards, New Financial Challenges
  In May 2014, the FASB and IASB released a new revenue recognition standard—ASC 606—which will dramatically impact the financial processes for software companies. Join Intacct and Frank Pasacreta, Partner at Frank, Rimerman + Co, to understand the transition to this new five-step standard and how to streamline your organization's revenue recognition and accounting processes. Information and Registration

July
7/1/2015 - St. Helena, CA
Winery Accounting and Finance for Executives Brought to you by UC Davis Extension
Instructors: Senior Management of Frank, Rimerman + Co. LLP Augment your understanding of winery specific accounting and finance issues. Designed for winery principals, executives and accounting staff, this course covers winery financial reporting, winery accounting, inventory costing, business valuation and taxation. Information and Registration

June
6/15/2015 - Baltimore, MD
26th Annual ACFE Global Fraud Conference Session 4A: Developing an Anti-Fraud Program to Defend Against Emerging Social Engineering Schemes
Instructor: Steve C. Morang, Assurance and Advisory Senior Manager Join in to learn about the constantly evolving tactics of fraudsters to circumvent traditional fraud prevention controls and how the growth of social media and the increased level of data breaches have introduced new threats. This session will give an overview of current social engineering fraud schemes, as well as provide you with a road-map on how to protect your organization against these schemes. Information and Registration

May
5/2/2015 - Coronado, CA
American Accounting Association 2015 Western Region Meeting Session 4.02 What Firms That Hire Our Students Want
Specialized Knowledge and Applications - 2.0 CH Panelist: Patti Grower, Recruiting Director at Frank, Rimerman + Co. LLP Information and Registration

April
4/25/2015 - St. Helena, CA
2015 HALL Cabernet Cookoff
Sponsor: Frank, Rimerman + Co. LLP Bringing together local foodies and wine for a good cause, notable chef teams will compete for a local charity of their choice as judged by industry judges by creating small bite dishes paired with the recently released HALL 2012 Napa Valley Cabernet Sauvignon. Information and Registration

April
4/22/2015 - Webinar
New FASB Rev Rec Standards, New Financial Challenges Brought to you by Intacct
Guest Speaker: Frank Pasacreta, Assurance and Advisory Partner at Frank, Rimerman + Co. LLP Join to understand the transition to this new five-step standard and how to streamline your organization's revenue recognition and accounting processes. Information and Registration

March
3/15/2015 - Santa Clara, CA
Fraud Risk Assessment
Brought to you by the Institute of Internal Auditors San Jose Chapter Instructor: Steve C. Morang, Assurance and Advisory Senior Manager Join IIA San Jose Chapter this month to hear Steve Morang speak on the fraud risk landscape and how companies can help drive an effective assessment of this risk in their organizations. Areas covered will include:
  • Gaining an understanding of current and emerging trends in fraud, including new developments in the world of Cybercrime.
  • Identifying weaknesses in an internal control framework which could make an organization susceptible to fraud.
  • Performing a thorough Fraud Risk Assessment using information sources both internal and external to an organization.
  • Leveraging new balloting technologies to facilitate fraud risk assessment workshops and raise the level of risk awareness within the organization.
Eligible for 2 CPE credits. Information and Registration

March
3/12/2015 - Webinar
Conducting Fraud Investigations – Best Practices for Lawyers
Brought to you by the State Bar of California Instructor: Steve C. Morang, Assurance and Advisory Senior Manager The main learning points of this course are:
  • Gaining an understanding of the various types of Fraud schemes (Financial Statement Fraud, Asset Misappropriation, Corruption)
  • How to plan an investigation based on the type of Fraud
  • Decisions on if, when and how to use Forensic Technology in your Fraud Investigation
  • Leveraging your forensic accountant and/or Certified Fraud Examiner as an Expert Witness
Eligible for 1 participatory MCLE credit. Information and Registration

February
2/19/2015 - Santa Rosa, CA
Unlocking Your Winery’s Value Brought to you by Sonoma County Vintners
Presenters: Rob Morris and Joe Orlando, Senior Management of Frank, Rimerman + Co. LLP Join in a discussion of the valuation of two hypothetical wineries based on SVB's proprietary Sonoma County wine industry benchmarking data. Information and Registration

January
1/28/2015 - St. Helena, CA
New FASB Rev Rec Standards, New Financial Challenges Brought to you by Intacct
Instructors: Senior Management of Frank, Rimerman + Co. LLP Augment your understanding of winery specific accounting and finance issues. Designed for winery principals, executives and accounting staff, this course covers winery financial reporting, winery accounting, inventory costing, business valuation and taxation. Information and Registration

June
6/5/2014 - 6/7/2014 - Napa, CA
Auction Napa Valley Brought to you by Napa Valley Vintners
Sponsor: Frank, Rimerman + Co. LLP An intangible mingling of extraordinary Napa Valley wines, memorable meals from talented chefs, the beauty of our landscape at every turn, the music and design and, of course, the thrill of bidding on one-of-a-kind Napa Valley wines and experiences, all coming together in an original way each year since 1981. Information and Registration

May
5/21/2014 - San Francisco, CA
American Society of Appraisers Northern California & Nevada Chapter 2014 Business Valuation Forum: What do the Life Science, Clean Technology and Wine Industries have in common?
Speaker: Joe M. Orlando, Business Valuation Director A session on the valuation and analysis of businesses and intangible assets in these three industries and how there are some striking similarities in their business models. Wine tasting and networking will follow the discussion. Information and Registration

May
5/16/2014 - 5/18/2014 - Lodi, CA
ZinFest Wine Festival
Sponsor: Frank, Rimerman + Co. LLP Sip, swirl and savor from a selection of 250 handcrafted wines from 50 Lodi wineries. Passionate wine makers and winery representatives welcome guests, offering practical knowledge and sharing their delicious wines. Enjoy local provisions, learn some new tips at the ZinFest Wine and Cooking Schools, or relax along the beautiful Mokelumne River to an eclectic mix of live music. Must be 21 years of age to attend. Information and Registration

April
4/8/2014 - 4/11/2014 - Denver, CO
2014 Craft Brewers Conference & BrewExpo America
Participant: Derek A. Groff, Business Valuation Senior Manager The industry's biggest tradeshow brings together 9,000 brewing industry professionals to shop 490 exhibitors. Attendees have two days to browse the best brewing equipment, ingredient and service suppliers. Information and Registration

March
3/20/2014 - Concord, CA
The Institute of Internal Auditors Northern California East Bay Chapter
Investigating Conflicts of Interest Instructor: Steve C. Morang, Assurance and Advisory Senior Manager Conflicts of interest can present significant fraud allegations for corporations, fiduciaries, government agencies, customer and suppliers. It is also one of the most difficult areas of fraud to investigate and obtain adequate evidence. In this session, gain an understanding of how and why conflicts arise and how to spot the warning signs of a conflict of interest. You will also improve your understanding of issues specific to these types of audits. Eligible for 2 CPE credits. Information and Registration

November
11/14/2013 - Napa, CA
Adaptive Planning Finance Executive Event Series
Featured Partner: Stephen R. Wolford, Frank, Rimerman Consulting The morning series will feature budgeting, forecasting and reporting best practices and relevant industry trends via customer case studies, product demonstrations and strategic partner presentations. The event is eligible for 2 CPE Credits. Information and Registration

November
11/12/2013 - Santa Rosa, CA
Sonoma County Beer, Cider, and Spirits Conference
Sponsor: Frank, Rimerman + Co. LLP This first-of-its-kind event will feature government officials, service providers, industry professionals and even the brewers themselves answering the tough questions about the fast-growing craft beer, cider and spirits industry:
  • Where is the Craft Beverage industry heading?
  • What are their needs?
  • How can you work with this up-and-coming group of entrepreneurs?
  • How can we become a Craft Beverage-friendly" community?
Information and Registration

October
10/10/2013 - Palo Alto, CA
VC Taskforce China Special Interest Group Business in China: Stories from the Front Line
China is a fascinating place with a huge market and substantial capital opportunities, but for many companies, China is still an extremely difficult place to do business. We have invited distinguished industry speakers to share their personal experiences and observations with the Chinese market. Information and Registration

October
10/7/2013 - San Francisco, CA
Governance, Risk and Compliance Forum 2013
Participant: Steve C. Morang, Assurance and Advisory Senior Manager The Governance, Risk and Compliance Forum will be crossing the country to bring you an opportunity to listen to field experts debate industry hot topics, network with your peers and expand your knowledge. Share experiences with colleagues and hear from our panel of experts through engaging presentations by industry leaders and translate the latest developments into practical guidance for your firm. Information and Registration

September
9/10/2013 - Webinar
Conducting Fraud Investigations – Best Practices for Lawyers
Instructor: Steve C. Morang, Assurance and Advisory Senior Manager Lawyers who practice in areas which come into contact with fraud, need to make sure that they are up-to-date on the latest trends in fraud detection, prevention and investigation. This course is eligible of 1 Participatory MCLE credit. Presentation Information and Registration

July
7/12/2013 - Helena, CA
Winery Accounting and Finance for Executives – UC Davis Extension
Augment your understanding of winery specific accounting and finance issues. Designed for winery principals, executives and accounting staff, this course covers winery financial reporting, winery accounting, inventory costing, business valuation and taxation. Learn to read winery financial statements and discover how statements reveal a winery's financial condition. Information and Registration

June
6/23/2013 - 6/28/2013 - Las Vegas, NV
24th Annual ACFE Global Fraud Conference 4G: “Linking Your Fraud Risk Assessment to Modern Enterprise Risk Management Program”
Speaker: Steve C. Morang, Assurance and Advisory Senior Manager In today's constantly changing Governance, Risk and Compliance (GRC) environment, many organizations are interested in implementing more robust Enterprise Risk Management (ERM) systems. From both the board and management perspectives, correctly identifying and ranking the key areas of potential fraud are of vital importance. The methodology, tools and techniques presented in this session will help the practitioner to correctly, identify, rank and tie the key fraud risks of the organization to the correct risk assessment drivers. Information and Registration

March
3/5/2013 - Virgil, Ontario, Canada
Winery & Grower Alliance of Ontario 2013 Insight Grape and Wine Industry Conference
Summary of the recent economic impact study for the grape and wine industry in Canada and Ontario Speaker: Robert K. Morris, Wine Business Services Director Rob Morris will describe in detail what is truly meant by economic impact including all direct, indirect and induced components. Information and Registration

February
2/20/2013 - Palo Alto, CA
SVForum Venture Startup and Financing Special Interest Group A Night with the Harvard Angels
Come attend a panel discussion and pitch feedback session with the Harvard Angels, one of the largest university based angel groups in Silicon Valley. The Harvard Angels is the alumni angel investment group for alumni of Harvard Business School and Harvard University and its related graduate schools. The panelists from Harvard Angels will talk about their approach to investing and nurturing early stage ventures, how Harvard Angels uses its alumni network to help its portfolio investments and what has worked for prior presenters in raising funding from the Harvard Angels. We will select up to 8 presenters to do 3-minute pitches. Information and Registration

January
1/28/2013 - Palo Alto, CA
SVForum Venture Startup and Financing Special Interest Group New Venture Launch Fundamentals
Starting a new venture is not for the faint of heart, but fortunately many have gone before you, and you can come to this evening seminar and learn from those CEOs, startup advisors and others about how to focus on the right opportunity, build a team that will succeed, and get through the formation mechanics without getting too sidetracked from the key focus of building a product/solution that will sell in the marketplace. Information and Registration

January
1/16/2013 - Palo Alto, CA
VC Taskforce Going Global Special Interest Group – China Moving In!
As the world gets smaller, investors are coming to the US from all parts of the world to look for sound investments in emerging companies. This session of the Going Global Special Interest Group (SIG) series will focus on the interests of foreign investors when partnering with emerging US companies, and the considerations of growth-focused companies who partner with globally-focused venture capitalists. Information and Registration