2016 Annual Calendar of Events. Great knowledge fully shared PwC s Professional Development Program

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1 2016 Annual Calendar of Events Great knowledge fully shared PwC s Professional Development Program

2 PDP 2016 Calendar of Events Scheduled (Public) Seminars PDP scheduled seminars include a group of selected CPE-eligible live seminars, which are open to the public and offered in a variety of cities across the US at predetermined dates, times and locations. Events offered include our popular PDP Current Developments Series along with other trending topics from PDP s course catalog. The New Analytical Mindset For Finance and Accounting Professionals The finance and accounting functions are key parts of a business strategy, however many professionals seem to lack the skills needed to validate, question or analytically evaluate the rationale provided in support of recent financial activities, changes to business strategy and/or economic trends. To address this issue, some organizations are reinventing their accounting and finance roles, often requiring new skills that stretch beyond accounting, tax and compliance competencies. While the list of required skills varies per organization, this interactive instructor-led course is designed to cover a few basic analytical thinking, problem solving and communication skill techniques. Our panel of PwC subject matter specialists will share various ways these techniques are commonly used by people working in accounting and finance roles. 10/18/2016 9:00 am - 11:00 am New York 2.0 $198 10/20/2016 9:00 am - 11:00 am Chicago 2.0 $198 Current Developments (Industry Hot Topics) These instructor-led seminars are offered free of charge and instructed by a panel of PwC subject matter specialists covering current accounting developments for a variety of industries/ sectors. Additional discussions will cover the most recent industry trends and highlights. Banking 05/11/2016 9:00 am - 12:00 pm Los Angeles 2.5 FREE Insurance Companies 06/06/2016 1:00 pm - 4:00 pm Hartford 2.5 FREE 06/07/2016 9:00 am - 12:00 pm Boston 2.5 FREE 06/10/2016 9:00 am - 12:00 pm Philadelphia 2.5 FREE 06/20/2016 9:00 am - 12:00 pm New York 2.5 FREE 06/21/2016 1:00 pm - 4:00 pm Atlanta 2.5 FREE 06/28/2016 9:00 am - 12:00 pm Chattanooga 2.5 FREE 07/14/2016 9:00 am - 12:00 pm Los Angeles 2.5 FREE Investment Management 06/07/2016 9:00 am - 12:00 pm New York 2.5 FREE 06/09/2016 9:00 am - 12:00 pm Boston 2.5 FREE 06/09/2016 2:00 pm - 5:00 pm Washington D.C. 2.5 FREE 06/13/2016 9:00 am - 12:00 pm Irvine 2.5 FREE 06/14/2016 9:00 am - 12:00 pm Los Angeles 2.5 FREE 06/15/2016 9:00 am - 12:00 pm Philadelphia 2.5 FREE 06/16/2016 9:00 am - 12:00 pm Kansas City 2.5 FREE 06/16/2016 2:00 pm - 5:00 pm Atlanta 2.5 FREE 06/20/2016 9:00 am - 12:00 pm Boston 2.5 FREE 06/23/2016 9:00 am - 12:00 pm Chicago 2.5 FREE 06/23/2016 9:00 am - 12:00 pm San Francisco 2.5 FREE 06/28/2016 1:00 pm - 4:00 pm Baltimore 2.5 FREE 06/28/2016 9:00 am - 12:00 pm Denver 2.5 FREE Real Estate Industry 09/14/2016 2:00 pm - 5:00 pm Washington D. C. 2.5 FREE 09/21/2016 9:00 am - 12:00 pm San Diego 2.5 FREE 09/22/2016 9:00 am - 12:00 pm Boston 2.5 FREE 09/22/2016 9:00 am - 12:00 pm San Francisco 2.5 FREE 09/28/2016 9:00 am - 12:00 pm Atlanta 2.5 FREE 05/18/2016 9:00 am - 12:00 pm Chicago 2.5 FREE 05/18/2016 9:00 am - 12:00 pm Boston 2.5 FREE 05/18/2016 9:00 am - 12:00 pm Philadelphia 2.5 FREE 05/19/2016 9:00 am - 12:00 pm Charlotte 2.5 FREE

3 Complex Securities These instructor-led seminars are designed to provide participants with a basic level understanding of derivatives or complex securities products. Interactive discussions and exercises will cover accounting, financial reporting, tax considerations and common risks associated with the following products: Collateralized Debt Obligations (CDOs) 10/11/2016 8:30 am - 12:00 pm Boston 3.5 $348 10/12/2016 8:30 am - 12:00 pm New York 3.5 $348 Distressed Debt and Emerging Market Debt 12/07/2016 1:00 pm - 5:00 pm New York 4.0 $398 Futures and Forwards 11/01/2016 1:00 pm - 5:00 pm New York 4.0 $398 11/08/2016 1:00 pm - 5:00 pm Boston 4.0 $398 Options and Repos/Reverse Repos 11/08/2016 1:00 pm - 5:00 pm New York 4.0 $398 Swaps 10/05/2016 8:30 am - 12:00 pm Chicago 3.5 $348 10/11/2016 8:30 am - 12:00 pm New York 3.5 $348 Project Management Key Concepts and Considerations This interactive instructor-led seminar is designed to provide a basic level understanding of project management. You will learn and apply the basics of a standard project management life-cycle and identify common risks and approaches to address issues. The course examines how to properly scope (or set-up) a project, determine key reporting considerations, and identify milestones to effectively work toward deadlines. Interactive activities will also cover methods to identify and manage key stakeholders. 10/06/2016 1:00 pm - 5:00 pm Boston 4.0 $398 10/13/2016 1:00 pm - 5:00 pm New York 4.0 $398 Statement of Cash Flows Presentation under ASC 230 (formerly FAS 95) This interactive instructor-led course discusses the fundamentals of presenting a Statement of Cash Flows. Topics include a basic understanding of the objectives of the statement of cash flows and the difference between indirect and direct methods of presentation. Discussions and interactive applications will examine the differences between operating, investing and financing activities, explore the impact to other related financial statement activity and explore common pitfalls. 11/01/2016 9:00 am - 11:00 am San Francisco 2.0 $198 12/08/2016 9:00 am - 11:00 am New York 2.0 $198 Third Party Contracting Fraud Common Risks and Considerations This instructor-led seminar provides an introduction to some of the procurement related frauds which business professionals of all areas or departments can be at the forefront of identifying, combating and preventing. This course examines common pitfalls encountered during vendor selection and drafting contracts, as well as common techniques for identifying these pitfalls to help minimize the opportunity for third party contracting fraud or misrepresentation. PwC Forensics professionals will share real life examples of their experiences with these types of frauds and how they worked with clients to resolve and prevent fraud in their businesses. 09/14/2016 9:00 am - 11:00 am Dallas 2.0 $198 09/14/2016 9:00 am - 11:00 am New York 2.0 $198 09/15/2016 9:00 am - 11:00 am Washington D.C. 2.0 $198 09/22/2016 9:00 am - 11:00 am Chicago 2.0 $198 09/27/2016 9:00 am - 11:00 am San Francisco 2.0 $198 Additional information is located on our website. Go to and click on Scheduled Seminars to download full course descriptions.

4 Registration and CPE: Registration information Live Webcast Events Asset Management Update PDP live webcast solutions keep you current on the latest technical developments and provide you the ultimate flexibility. Refer below for a listing of 2016 live webcast events. Events are CPE-eligible for anyone who participates in the live event. 10/13/2016 2:00 pm - 3:30 pm (EST) 1.5 FREE Current Developments for the Real Estate Industry 12/07/2016 3:00 pm - 4:30 pm (EST) 1.5 FREE Employee Benefit Plans 2016 Plan Sponsor Update 06/02/ :00 pm - 2:00 pm (EST) 2.0 FREE Statutory Accounting Update 05/05/2016 2:00 pm - 3:30 pm (EST) 1.5 FREE 09/28/2016 2:00 pm - 3:30 pm (EST) 1.5 FREE Tax Update on Real Estate Funds and Real Estate Investment Trusts (REITS) 12/08/2016 3:00 pm - 4:30 pm (EST) 1.5 FREE Online registration: Registration policy: Cancellation policy: CPE Certificates: Please visit our website at: and click on the Scheduled (Public) Seminar or Live Webcasts links to register. For scheduled seminars with an associated fee, full payment must accompany your registration. We accept credit cards from all major credit card providers. Payment and registration confirmation will be sent upon receipt of your registration. Fee includes the seminar delivery, participant manual, refreshments and luncheon during full-day events. Hotel and travel accommodations are the responsibility of the participants. Nonrefundable airline reservations are not recommended. Deadlines to register are one week prior to the event date. Late registrations will be accepted on a spaceavailable basis. For seminars with an associated fee, registrations cancelled at least two weeks prior to the event date will either be fully refunded or transferred to another PDP scheduled seminar within the same calendar year. No refund or payment transfer will be available for cancellations received after this deadline. Cancellations for complimentary events should also be received at least two weeks prior to the event date. Please note: On occasion, due to unforeseen circumstances, it may be necessary to cancel a scheduled seminar. In this case, we will make every effort to notify participants as soon as possible and reschedule the program. Participants will not be reimbursed for expenses incurred in connection with the cancelled seminar. Scheduled seminars: You must sign the signin sheet provided to you by the instructor or seminar facilitator. CPE certificates are typically delivered to you within business days following the event and are delivered to the address you provide during registration. Live Webcast events: You must stay on for the entire program and respond to all questions prompted during the Webcast event. CPE certificates are available immediately following the event to those who satisfy the attendance and participation requirements. We are prohibited from awarding CPE if the attendance and participation requirements are not satisfied. Archived versions of our Webcasts are not eligible for CPE. PricewaterhouseCoopers LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org.

5 30 years and counting Who are we: Our team of training specialists, supported by over 30 years of experience in adult education and instructional design, can help you identify skill/knowledge gaps and design a curriculum and/or learning path using a blended approach of varying complexity levels, delivery methods and topics. Customized training design and development services are available along with post course learning evaluations to help you assess the effectiveness of your training programs. In addition to our Scheduled (Public) Seminars and Live Webcast events, we also have an expanding off-the-shelf library of instructor-led and elearning courses covering relevant technical topics. Our instructor-led courses are designed to be delivered onsite at your organization and can be tailored to fit your needs. Our elearn courses offer convenience and flexibility and can be combined with an onsite training program to deliver a blended learning experience. We understand the talent and training issues facing many organizations across the globe and we know there isn t a one-size fits all solution which is why we work directly with you, each step of the way, to ensure we deliver a solution that is best for you and your organization. For more information contact: Maryann DeJesus Managing Director, US PDP Leader maryann.dejesus@pwc.com Erika West Senior Manager, PDP Scheduled Seminars erika.d.west@pwc.com Tara Green Senior Manager, PDP Live Webcast Events tara.green@pwc.com Visit our website: Scan this code with your phone or go directly to: PricewaterhouseCoopers LLP, a Delaware limited liability partnership. All rights reserved. PwC refers to the United States member firm, and may sometimes refer to the PwC network. Each member firm is a separate legal entity. Please see for further details. This content is for general information purposes only, and should not be used as a substitute for consultation with professional advisors. Great knowledge fully shared is a registered trademark of PricewaterhouseCoopers LLP.

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