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Friday, May 10, 2019 East HanoverEssex Chapter

Workpaper Preparation & Review / Peer Review (E1905109)

8:30 AM - 12:10 PM EDT

Registration: 8:00 AM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover, NJ 07936

4.0 CPE Credits in AA

OVERVIEW

Learn the fundamentals of workpaper preparation and explore examples which show how to identify and correct workpaper deficiencies. Then take the mystery out of peer review with an explanation of the full peer review process.

BENEFITS

Earn 4 CPE credits in AA.

HIGHLIGHTS

Workpaper Preparation & Review
Michael Kaplan, CPA - Smolin, Lupin & Co., P.A.
Learn the fundamentals of workpaper preparation including what documentation is required to be kept in your file by professional standards. We will go over examples to help you learn how to review workpapers and how to identify and correct workpaper deficiencies.

How to Prepare for Your Peer Review
Frank Boutillette, CPA, CGMA, ABV - Withum
This session will take the mystery out of peer review. This session will explain the full peer review process from registering in PRIMA to getting your Pass Peer Review Report. Our discussions will focus on what peer reviewers deem critical and where firms go wrong causing an unsuccessful result.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$14 late fee will be applied after 5/8. Season Pass holders must register for each event.



For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTORS

Frank Boutillette

Frank R. Boutillette, CPA, CGMA, ABV

Partner

WithumSmith+Brown

Frank is a partner in Withum’s New York office and has over 25 years of accounting and auditing experience. Specializing in accounting, auditing and business valuation services, Frank is a licensed CPA in New York and New Jersey. He is a member of Withum’s Financial Services & Investment Group and has significant experience working with investment companies (hedge funds, mutual funds and ETFs), broker-dealers, private equity and venture capital funds, registered investment advisors and closely-held businesses. He also performs peer and quality reviews of CPA firms. He is a member of the American Institute of CPAs (AICPA) and the NJCPA, where he served as president for the 2015/16 term. Frank is also a member of the NJCPA Peer Review Executive Committee, which administers peer reviews on behalf of the AICPA in New Jersey. He is a co-author of three books on accounting.

Michael Kaplan

Michael S. Kaplan, CPA

Director

Smolin, Lupin & Co., P.A.

Michael Kaplan is a Director of A&A at Smolin, Lupin & Co. He is a licensed Certified Public Accountant in New Jersey and New York, accredited in assisting clients with their annual audit requirements in a wide variety of industries including manufacturing, distribution, healthcare, life sciences, construction, real estate, broadcasting, retail, restaurants, apparel, publishing, software, technology and professional services. He has practiced public accounting for more than 20 years.

Michael is dedicated to serving his clients. He has also served both public and private clients with audits of their employee benefit plans, including 401(k)’s, 403(b)’s, 11K’s, and health and welfare benefit plans. He has been a speaker on employee benefit plans and had presented on national webcasts, at seminars and at Certified Professional Education courses. In addition, he has written articles on various employee benefit plan topics. 

Michael is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. Michael is a graduate of the University of Delaware with a Bachelor of Science in Accounting. He practices out of the Fairfield, New Jersey office.

PRICING

Free Event
Pre-Registration Closed

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