Thumbnail for Advanced Accounting and Auditing (as part of AICPA ENGAGE 2018)

Advanced Accounting and Auditing (as part of AICPA ENGAGE 2018)

$459
Standard Price

This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA ENGAGE 2018)

Products

  • Thumbnail for Investment Performance Attestation: A GIPS 2020 Update
    Identification
    NAA18ER01
    Date
    June 11, 2018
    Presentation of an investment firm’s past performance can be a powerful tool for attracting new clients. To promote fair representation and greater comparability in performance presentations, CFA Institute created the Global Investment Performance Standards (GIPS® standards). Many investment firms’ claim of compliance with these standards has been regarded as providing a competitive advantage. The CFA Institute is currently working to update the GIPS Standards in preparation of a new edition effective in January 2020. In this panel, CFA Institute representatives and expert practitioners will provide an update on the status of the GIPS 2020 project.
    Learning Objectives:
    • Discuss the guidance currently in the workings for private funds, and the new provisions for asset owners and broadly distributed pooled funds.
    • Provide an update on the guidance that is being developed on GIPS verification and performance examinations, which may affect the work of practitioners that engage in attestation engagements under AICPA’s Statement of Position 12-1, “Reporting Pursuant to the Global Investment Performance Standards”

    Speakers

    Speaker Image for Amy Jones
    Amy Jones, CIPM
    Founder and Principal, Guardian Performance Solutions, LLC
    Speaker Image for Ken Robinson
    Ken Robinson, CFA, CIPM, CPA, PFS
    Director, Global Investment Performance Standards, CFA Institute
    Speaker Image for Antonella Puca
    Antonella Puca, CPA/ABV, CFA
    Partner, BlueVal
    $49
    Standard Price
  • Thumbnail for Auditing Revenue Recognition
    Identification
    NAA18ER02
    Date
    June 11, 2018

    Auditing under Topic 606 will be more challenging due to the transition and disclosure requirements as well as the new rules for revenue recognition. Get ahead of the curve by learning the expectations for a supportable audit of the client's transition and new revenue recognition response.

    Learning objectives:

    • Review of the auditing portion of the 2016 A&A Guide Revenue Recognition

    • Review of the controls entities should have in place for the transition and for going forward.

    • Tips for minimizing the extent of procedures necessary to achieve a supportable audit of revenues

    Speaker

    Speaker Image for Lynford Graham
    Consultant and Educator, Lynford Graham CPA
    $49
    Standard Price
  • Thumbnail for AICPA Update
    Identification
    NAA1801
    Date
    June 11, 2018
    This session provides an overview of the latest developments and trends in key areas of audit and assurance.

    Attendees will learn about:
    • The current environment and its impact on audit and assurance
    • What practitioners can do to keep abreast of changes and adapt their practices
    • AICPA’s initiatives to support the profession, ongoing relevance of services, and quality

    Speaker

    Speaker Image for Susan Coffey
    Chief Executive Officer - Public Accounting, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Revenue Recognition (FASB ASC 606): Practical Implementation Advice and Illustrations
    Identification
    NAA1802
    Date
    June 11, 2018
    Focusing on the top impact areas for private companies, the technical director of the Center for Plain English Accounting (CPEA) provides an understanding of and practical insights about key principles and essential elements of the new revenue recognition standard. Participants gain a deeper grounding in key aspects of the FASB ASC 606 architecture. Interactive illustrations and exercises are utilized to deepen the participants' knowledge of major concepts.
    After participating in this session, attendees will be able to:
    • Understand the new revenue recognition standard (FASB ASC 606) and how it differs from current guidance
    • Apply the concepts and requirements of the new revenue recognition standard when accounting for transactions and preparing financial statements

    Speaker

    Speaker Image for Thomas Groskopf
    Technical Director - Center for Plain English Accounting, AICPA & CIMA/Barnes, Dennig & Co., Ltd
    $49
    Standard Price
  • Thumbnail for Peer Review Team Captain Training: Part I
    Identification
    ENG1802
    Date
    June 11, 2018
    This session is part 1 of a two-part session series. These sessions, which qualify for the ongoing Team/Review Captain training requirement, will cover recent changes to peer review guidance, peer review resources, and other related developments. Peer review is undergoing significant change as a result of several key initiatives and it is imperative team and review captains stay current. Both parts, which run back-to-back, must be completed to fulfill the requirement.

    Speakers

    Speaker Image for Thomas Parry
    Partner, Navolio & Tallman LLP
    Speaker Image for James Brackens, Jr.
    Vice President of Ethics and Practice Quality, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Panel Discussion with Technical Issues Committee
    Identification
    NAA1803
    Date
    June 11, 2018

    The AICPA's Technical Issued Committee (TIC) is a committee of CPA practitioner volunteers working to represent the views of local firms and their clients in the standards-setting process. This panel includes 3 representatives of TIC to provide their views on recent standards-setting activities.

    Learning objectives:

    • To provide an update on recent activities of TIC

    • Allow participants to ask questions about the recent activities of standards setters and TIC's views on some of the key issues

    Speakers

    Speaker Image for Michael Westervelt
    Principal - National Assurance, Construction, CLA
    Speaker Image for Bryan Bodner
    Partner, BKD, LLP
    Speaker Image for Danielle Supkis Cheek
    SVP, AI, Analytics & Assurance, Caseware International
    Speaker Image for Kristy Illuzzi
    Kristy Illuzzi, CPA, CGMA
    Director, A&A Learning, Forvis
    $49
    Standard Price
  • Thumbnail for Revenue Recognition: In-Depth Focus on Variable Consideration & Customer Loyalty Programs
    Identification
    NAA1804
    Date
    June 11, 2018
    The new revenue recognition standard (FASB ASC 606) substantially changes the accounting for variable consideration, customer loyalty programs, marketing incentives, and other customer promotions. In this session, the technical director of the Center For Plain English Accounting (CPEA) uses active learning techniques to upskill participants in these critical aspects of revenue recognition. Practical illustrations relevant to private companies are used to deepen the learning experience.

    After participating in this session, attendees will:
    • Gain a deeper understanding of the new revenue recognition rules (FASB ASC 606) related to variable consideration, customer loyalty programs, marketing incentives, and other customer promotions
    • Learn how to apply the new rules to common transactions existing at private companies

    Speaker

    Speaker Image for Thomas Groskopf
    Technical Director - Center for Plain English Accounting, AICPA & CIMA/Barnes, Dennig & Co., Ltd
    $49
    Standard Price
  • Thumbnail for Peer Review Update
    Identification
    NAA1805
    Date
    June 11, 2018
    This session covers the changes in peer review guidance made during the last year. It provides information essential to all peer reviewers and firms who will be undergoing a peer review in 2018, including a high-level overview of changes to standards and guidance, as well as an update on the short and long-term enhancements to audit quality currently being developed by the Peer Review Board.

    Learning objectives:
    • Review significant changes in peer review standards and guidance effective January 1, 2018
    • Identify common mistakes
    • Differentiate between the various types of common matters for further consideration

    Speaker

    Speaker Image for Karen Kerber
    Shareholder, KerberRose SC
    $49
    Standard Price
  • Thumbnail for Complex Compensation Arrangements
    Identification
    NAA1806
    Date
    June 11, 2018
    This session will address some of the accounting challenges for various complex compensation arrangements seen at private companies, including profits interests.

    Learning objectives:
    • Explain the factors in evaluating whether profits interests are within the scope of ASC 718 or ASC 710
    • Apply ASC 718 to classify certain profits interests as equity or liabilities
    • Describe some of the other challenges in accounting for compensation arrangements entered into by private companies

    Speaker

    Speaker Image for Scott Ehrlich
    President, Mind the GAAP, LLC
    $49
    Standard Price
  • Thumbnail for Auditing the Implementation of the New Revenue Recognition Standard
    Identification
    NAA1807
    Date
    June 11, 2018
    As a result of the new revenue recognition standard, auditors will face significant challenges, not only in learning about and understanding the standard, but in designing an effective audit plan and procedures to address the various risks. In this session, we will address some of the risks associated with pre-adoption date activities and requirements, and identify procedures that could be responsive to those risks.

    In this session we will:
    • Describe the risks associated with pre-adoption date activities and requirements
    • Identify procedures that could be responsive to those risks

    Speaker

    Speaker Image for Russ Madray
    Russ Madray, CPA, CGMA
    Scholar-in-Residence, Elliott Davis
    $49
    Standard Price
  • Thumbnail for FAQ Session - Pt. 1 Accounting & Financial Reporting
    Identification
    NAA1808
    Date
    June 11, 2018

    Join members of the Center for Plain English Accounting (CPEA) for a unique session in which they provide a refresher on accounting guidance which practitioners commonly submit inquiries about.

    Speakers

    Speaker Image for Mike Austin
    Senior Manager, Center for Plain English Accounting, Center for Plain English Accounting
    Speaker Image for Kristy Illuzzi
    Kristy Illuzzi, CPA, CGMA
    Director, A&A Learning, Forvis
    $49
    Standard Price
  • Thumbnail for Trends In Litigation Against Accounting Firms
    Identification
    NAA1809
    Date
    June 11, 2018

    This session will discuss the status of the law, types of claims brought against CPA firms and Risk Management Techniques to avoid claims.

    Learning objectives:

    • Discover what a CPA firm should do when it is served with a complaint
    • Learn techniques your firm can employ to avoid litigation

    Speaker

    Speaker Image for Nancy Reimer
    Member, LeClair Ryan, PLLC
    $49
    Standard Price
  • Thumbnail for Employee Benefit Plan A&A Update
    Identification
    NAA1811
    Date
    June 11, 2018
    This session will provide an update of various accounting, auditing, and reporting matters affecting employee benefit plans.

    It will also include a discussion of the:
    • EBP Audit Risk Alert
    • Conforming changes to the EBP Audit Guide
    • Proposed SAS on ERISA reporting for EBP audits
    • Progress on the Multi-employer chapter

    Speaker

    Speaker Image for Marilee Lau
    Partner, Retired KPMG Partner
    $49
    Standard Price
  • Thumbnail for Responding To Pushback: Concerns Based Marketing
    Identification
    PFP18EL01
    Date
    June 11, 2018

    Responding to pushback—whether its on investment questions, fees or other client experience issues--can occasionally trip up even the most seasoned advisor, and mean the difference between landing and losing that next prospect! Hear from Ernest Clark on key ways to keep the conversation focused and build confidence.

    Speaker

    Speaker Image for Ernest Clark
    Ernest Clark, CPA, PFS
    Relationship Director, BAM Alliance
    $49
    Standard Price
  • Thumbnail for How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology
    Identification
    PFP18EL03
    Date
    June 11, 2018

    Firms that currently serve the Baby Boomers and Silent Generation clients know they will need to attract the younger generations to maintain the longevity of their firm. Forging a relationship with their clients' children is great for both the parents and their children. Yet most struggle to figure out how to connect with and provide planning services for younger generations. This session will provide you with specific recommendations for how to successfully and profitably serve NexGen clients by leveraging technology and workflow automation. Deborah Fox will share how she and her team built this service tier in their firm and what specific components made it a resounding success.

    Learning Objectives:

    - Provide ideas for successfully serving NexGen clients, especially the children of their existing clients
    - Discuss examples of how Deborah structured this service in her own firm (what to do, but more importantly, what NOT to do

    Speaker

    Speaker Image for Deborah Fox
    CEO & Founder, Fox Financial Planning Network
    $49
    Standard Price

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