2019 TANE Finance & Accounting Seminar AGENDA

Schedule of Events

Wednesday, September 25, 2019

Time        Event

8:30 – 9:00 am

        Networking, Coffee & Donuts

9:00 – 10:10 am

Accounting UpdateEmerging Issues in Accounting with a Focus on Leases – presented by Julie Keim and Lenny Rendell from BerryDunn

10:10 – 10:20 am

10:20 – 11:20 am           

Audit update – Highlight of USAC audit, including required documents and an overview of requested data.  Lessons learned. Presented by Lisa Liberty from Waitsfield and Champlain Valley Telecom

11:20 am – 12:00 pm

State/Federal updateMike Reed

Noon – 1:00 pm


1:00 – 2:00 pm

Tax UpdateOne Year In: Tax Reform Impact – presented by Mike Caouette and Jon Ireland from BerryDunn

2:00 – 2:10 pm

Coffee Break & Networking

2:10 – 3:00 pm

NECA updateRegulatory ACAM and legacy update presented by NECA

3:00 – 4:00 pm

Management Letters a Controllers Perspectivepresented by Mark DePerrior – Topsham Telephone Company.

4:00 pm

Dinner on your own in beautiful downtown Portland, Maine

Schedule of Events

Thursday, September 26

Time        Event

8:30 – 9:00 am

Networking Coffee & Donuts

9:00 – 9:50 am

Insurance OverviewAlyssa Elliott from Telcom Insurance, certificates of insurance and why you need them, how to maximize coding of insurance to maximize ROR for legacy companies, worker’s compensation classifications and executive compensation for worker’s compensation audits.

9:50 – 10:00 am

Coffee Break & Networking

10:00 – 11:00 am

Workplace Safety and Sexual Harassment IssuesWorkplace violence preparedness, including active shooter, and response plan template for employee manuals.  Current OSHA requirements.  Presentation on sexual harassment safety issue.  Presented by Marilyn Blake from Telcom Insurance.

11:00 am – Noon

Emerging Issues in Accounting with a Focus on Leases – presented by Julie Keim and Lenny Rendell from BerryDunn

Noon – 1:00 pm

Lunch Buffet & Networking

Time        Event

1:00 – 2:00 pm

Cyber securityUnderstand the emerging IT and cyber security threats that may impact your operations and business reputation. Risks are present from both external and internal sources and in this session we will discuss what those emerging risks are, the impact they may have on your organization, and what you can to do to help reduce the likelihood of such an event from occurring.  Presented by Christopher Ellingwood and Lindsay Spain from BerryDunn.

2:00-3:00 pm

Wrap up and discussionJulie Keim and BerryDunn team

3:00 pm

        2019 TANE Finance and Accounting Seminar Concludes


Seminar Sponsor and host – BerryDunn

Breakfast Sponsor- Waitsfield and Champlain Valley Telecom

Lunch Sponsor- TBD