Accounting and Auditing Conference Oct. 23, 2014 • Burbank Oct. 24, 2014 • San Francisco & Webcast
CONFERENCE OVERVIEW
Overview: At the 2014 Accounting and Auditing Conference, you can expect the latest information on pronouncements, standards and implementation deadlines. You will receive a comprehensive update on key issues and emerging trends.
AGENDA {AT-A-GLANCE} 08:30
Welcome and Introductions
08:35
Are You Using the Best Accounting Framework for Your Clients?
09:35
Engagement Traps
This year, you’ll hear from Jeffrey D. Mechanick, Assistant Director—Nonpublic Entities for FASB, address the Private Company Council Account Standards Updates, Variable Interest Entities, goodwill, revenue recognition, leases and more.
10:25
Break
10:35
U.S. GAAP Update
12:00
Lunch (sit-down lunch provided)
01:00
Advising Small Business on Governance and Control
Designed for: CPAs seeking high-level technical updates from leaders in the profession.
02:40
Break
02:50
Group Audits
03:40
SSARS/ARSC Update
04:35
Adjourn
Credit Information: CPE: 8 Hours AA: 8 Hours FR: 2 Hours Level: Update Prerequisites: None
Thank you to our silver sponsor:
ACCOUNTING AND AUDITING CONFERENCE BURBANK MARRIOTT HOTEL AND CONVENTION CENTER OCT. 23, 2014 HYATT REGENCY SAN FRANCISCO & WEBCAST OCT. 24, 2014
Conference Planning Committee Gary L. Krausz, CPA, CFF Gursey Schneider LLP Conference Chair Mark E. Dauberman, CPA Mark Dauberman Seminars Jeremy L. Dillard, CPA Rivera, Jamjian & Dillard, LLP James P. Dougherty, CPA JLK Rosenberger, LLP Lori K. Hoffman, CPA Lodgen, Lacher, Goldtich, Sardi, Saunders, & Howard LLP
Arthur Korn, CPA CalCPA A.J. Major, III, CPA Vavrinek Trine Day & Co., LLP William E. Moy, CPA Timpson Garcia LLP Thomas Noce, CPA, CFE Thomas Noce, CPA, CFE Jessie C. Powell, CPA Powell & Spafford, Inc. Nancy A. Rix, CPA Dickerson, Rix & Company, LLP Maria (Tina) Tan, CPA Morris Davis Chan & Tan LLP
08:30
Welcome and Introductions Gary L. Krausz, CPA, CFF Gursey Schneider LLP Conference Chair
08:35
Are You Using the Best Accounting Framework for Your Clients? Be confident when selecting the best accounting framework to meet the needs of privately held companies by taking a closer look at FRF for SMEs, IFRS for SMEs, GAAP and OCBOA. Keith C. Peterka, CPA Marks Paneth LLP
09:35
Engagement Traps Learn the key steps to the efficient analytical review and expectation analysis in audit and review engagements; fraud risk determinations and the interview process; and how to improve audit and review engagements and peer review results. You’ll also learn where most firms go wrong so that you can avoid common engagement pitfalls. Jessie C. Powell, CPA Powell & Spafford, Inc.
10:25
{Break}
10:35
U.S. GAAP Update Hear important updates on Private Company Council Accounting Standard Updates, Variable Interest Entities, goodwill, revenue recognition, leases and not-for-profit financial statements. You will have the opportunity to get your most pressing questions answered by the FASB Chairman of the Not-for-Profit Advisory committee. Jeffrey D. Mechanick, CPA, CGMA FASB
12:00
Lunch {sit-down lunch provided}
01:00
Advising Small Business on Governance and Control Understand how to assess an entity’s system of internal control in relation to the updated COSO framework, focusing on how the entity has selected, developed and deployed controls that affect the principles within the components of internal control. During this session, you’ll also learn to evaluate the overall effectiveness of the entity’s system of internal control and communicating to those charged with governance. Jeremy Dillard, CPA Rivera, Jamjian & Dillard, LLP
02:40
{Break}
02:50
Group Audits There is diversity in practice when firms apply AU-C section 600. This session will consider and address situations to help you determine when the standard applies, how to determine component materiality, plan the audit to address specific component risks and address other audit considerations. Michael A. Westervelt, CPA CliftonLarsonAllen LLP
03:40
SSARS/ARSC Update Based on ARSC’s proposed changes to SSARS, this session introduces the new non-attest service labeled preparation and compares it to bookkeeping services. It will also cover changes to make compilation an engagement-driven service and what this means from a standards perspective. Learn risk management considerations for your practice as you implement the new standards. Sara L. Lord, CPA McGladrey LLP
04:35
{Adjourn}
SESSION DETAILS
REGISTRATION INFORMATION
REGISTER ONLINE calcpa.org/Conferences
Contact CalCPA Education Foundation P.O. Box 45066 San Francisco, CA 94145-0066 Phone (800) 922-5272 Fax (888) 868-8558 Web calcpa.org Event Pricing Member $325 Nonmember $425 Conference Registration Oct. 23 // Burbank Event Code 5141005A Oct. 24 // San Francisco Event Code 5141005B Oct. 24 // Webcast Event Code 5141005C Discount Programs Save hundreds with Value-Priced Education (VPE) and Coupons. VPE 80 $1,295 CalCPA Member VPE 40 $795 CalCPA Member VPE 24 $675 CalCPA Member Coupon 10 $2,495 CalCPA Member Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount Materials for this conference are provided in PDF format. You will receive an email which contains a link for accessing the materials at least three days before the conference.
Registration Policy All registrations are taken on a first-come, firstserved basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate. Cancellation Policy If you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows. VPE no-shows will have the number of registered CPE hours deducted from their VPE credit. Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies. Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.