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Thursday, September 19, 2024 In-personBergen Chapter

Accounting & Auditing Update (E2409509)

7:30 AM - 11:30 AM EDT

Registration: 7:00 AM EDT

Bergen Community College

Technology Education Center - Room T-128,
Paramus , NJ 07652

4 CPE Credits in AA

OVERVIEW

Gain insights into the latest accounting pronouncements, explore common challenges in compilation and preparation engagements, learn data analysis techniques, and get an overview of the implementation requirements for the new quality management standards.

DESIGNED FOR

All CPAs and accounting professionals

BENEFITS

Gain an understanding of new accounting and auditing guidance,how companies should be accounting for pass-through entity taxes (PTET) under Generally Accepted Accounting Principles (GAAP), and considerations for burgeoning audit techniques.

HIGHLIGHTS

  • Newly announced compilation and accounting pronouncements
  • Statement of Quality Management Standards
  • Accounting treatment for PTETs
  • Utilization of audit data analytics

COURSE LEVEL

Basic

INSTRUCTORS

Matthew Charne

Matthew G. Charne, CPA

Audit Director

CliftonLarsonAllen LLP

Kerry Duda Wilson

Kerry M. Duda Wilson, CPA

Audit Manager

WilkinGuttenplan

Kerry is a supervisor with WilkinGuttenplan where she has worked since graduating Ramapo College of New Jersey. In this capacity, she specializes in various accounting services for clients in the real estate industry. Kerry has a concentration in yellow book audits for low-income housing tax credit projects as well as HUD subsidized properties. She is an active member of the NJCPA, including being a member of the Emerging Leaders Council as well as a chapter volunteer for the Bergen Chapter Board of Directors. She serves on numerous NJCPA interest groups, including the Emerging Leaders Interest Group, the Student Programs & Scholarships Committee and the Accounting & Auditing Standards Interest Group. In 2019, Kerry won the “Women to Watch” Ovation Award and in 2020, she attended the American Institute of CPA’s 2020 Leadership Academy.

Brad Muniz

Brad E. Muniz, CPA

Principal

CliftonLarsonAllen LLP

Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.

June Toth

June M. Toth, CPA, CFF, CITP, CGMA

Principal

WilkinGuttenplan

June is a principal at WilkinGuttenplan and is the president of the NJCPA for the 2024/25 term. She has been a member of the NJCPA since 1995 and has served in a variety of capacities, including the Peer Review Executive Committee, Strategic Planning Committee and Volunteer Relations Committee, and was chair of the NJ-CPA-PAC Board of Trustees, chair of the Committee Operations Committee and vice leader of the Business Valuation, Forensic & Litigation Services Interest Group. She is also an active participant in the Accounting & Auditing Standards and Nonprofit interest groups. Before WilkinGuttenplan, June was the managing member of zbt Certified Public Accounting & Consulting, LLC. She is a former treasurer of Garwood Municipal Library; a recipient of NJCPA’s Volunteer Award in 2018 and its Women to Watch Award in 2019; one of New Jersey Monthly’s Leading Women in 2015 and one of NJBIZ Accounting Power 50 from 2020 to 2022.