Keep up with the latest guidance in attest and assurance. We will go beyond a discussion of standards and hit on significant areas that are relevant to today's accountants and auditors.
DESIGNED FOR
CPAs and accounting professionals in public practice
BENEFITS
- Gain critical knowledge to maintain integrity and quality in your practice.
- Understand best practices and how to incorporate them into your firm.
HIGHLIGHTS
8-9:15 a.m.
Accounting and Auditing Update
Frank Boutillette, CPA, CGMA, ABV - WithumSmith+Brown
Brad Muniz, CPA - CliftonLarsonAllen LLP
Receive updates on recently issued guidance and other matters that could affect you soon.
9:25-10:15 a.m.
Audit Sampling
Melissa Galasso, CPA, CGMA, CSP, CPTD - Galasso Learning Solutions LLC
Learn the basic requirements of a sampling plan, including monetary unit sampling, when sampling is required, sampling for single audits, the key elements of a sampling plan, sampling for tests of details and sampling for internal controls.
10:25-11:15 a.m.
CECL Update
Jennifer Boysen, CPA - WithumSmith+Brown
Receive key reminders for assessing the current expected credit loss (CECL) measurement and disclosures for long-term receivables, trade receivables and debt securities. We will also answer frequently asked questions in relation to the application of CECL.
11:25 a.m.-12:15 p.m.
Preparing for Peer Review
Frank Boutillette, CPA, CGMA, ABV - WithumSmith+Brown
Gain a better understanding of peer review, what peer reviewers concentrate on and common findings.
12:45-2 p.m.
Best Practices for Reviews, Compilations and Engagements
Mike Westervelt, CPA - CliftonLarsonAllen LLP
Receive a practical and comprehensive overview of the requirements, challenges and evolving standards for financial statement reviews, compilations and preparation engagements. Gain a deeper understanding of how to effectively apply SSARS guidance, including common pitfalls to avoid and strategies to improve efficiency, accuracy and client communication.
2:10-3 p.m.
Quality Management Standards
June Toth, CPA, CFF, CITP, CGMA - WilkinGuttenplan
Get practical guidance on effectively implementing the AICPA’s new quality management standards, which go into effect on Dec. 15. Learn how to identify and assess risks, establish responsive policies and integrate the standards into daily operations to enhance efficiency and compliance. Whether you’re starting from scratch or refining your existing approach, this session will equip you with actionable strategies to navigate these transformative changes.
3:10-4 p.m.
Scoping, Risk Assessment, and Internal Controls
Matthew Charne, CPA – CliftonLarsonAllen LLP
Hear an overview and best practices for scoping, risk assessment and internal controls through the lens of SAS 145.
Attendees will have access to to watch all conference sessions on demand for thirty days after the event concludes. On demand sessions do not qualify for CPE
TAKE THEIR WORD FOR IT…
Past attendees say:
- It was a great conference.
- Good series of topics. Conference was fast paced and interesting.
- Excellent program