Peer Review Seminars July 21 ∙ August 23-24 ∙ August 25 | West Columbia, SC
Aim High
South Carolina Association of Certified Public Accountants
Peer Review Seminars
Aim High T
he American Institute of CPAs (AICPA) established the Peer Review Program to enhance
the quality of accounting, auditing, and attestation services performed by AICPA members in public practice. The AICPA Peer Review Program illustrates the accounting profession’s dedication to integrity and protection of the public and is driven by adherence to the highest possible professional standards. Therefore, aim high and attend one of these seminars to ensure your firm is ready for peer review or to become a peer reviewer to evaluate your peers in an effort to protect the public and safeguard the integrity of the profession. In 2007, the South Carolina Board of Accountancy mandated that all firms that perform attest services must have a peer review.
At A Glance UPCOMING PEER REVIEW: IS YOUR FIRM READY? (JULY 21) What does it take to have an effective quality control system that leads you to a clean, pass peer review report? Find out how to prepare for your next review and what can be done on a daily basis to create a strong quality control environment for your firm. Identify the most common, significant deficiencies that peer reviews uncover and what you can do to prevent them from occurring in your firm. You will consider the process for selecting the appropriate peer reviewer and the right review year-end for your firm. If you have specialized engagements, such as governmental units, not-for-profit organizations, construction contractors or employee benefit plans, you will learn additional issues that come into play. Level: Intermediate CPE Credit Hours: 8 Note: Accepted for CMA and CFM continuing education credit Prerequisite: Experience in providing audit, compilation and review services
FOR EVENT DETAILS OR TO REGISTER, GO TO WWW.SCACPA.ORG/COURSECATALOG
HOW TO CONDUCT A REVIEW UNDER THE AICPA PRACTICE-MONITORING PROGRAM (AUGUST 23-24)
AICPA’S ADVANCED WORKSHOP: PRACTICAL GUIDANCE FOR PEER REVIEWERS (AUGUST 25)
Learn to effectively plan a peer review, develop an understanding of a firm’s system of quality control, document procedures used in testing a firm’s system (including reviewing selected engagements), prepare the peer review report, provide recommendations and assist a firm in its response to a peer review. For engagement peer reviews, select the necessary accounting engagements, review of the engagements and report the results of the peer review. The administrative and committee roles in the peer review program are introduced.
This interactive workshop reinforces and improves reviewers’ understanding of various topics including risk assessment and its documentation, monitoring requirements and difficult reporting issues. It also addresses judgment decisions in reporting on system reviews and performing efficient and effective reviews.
Level: Basic CPE Credit Hours: 16 Note: Accepted for CMA and CFM continuing education credit
Level: Advanced CPE Credit Hours: 8 Note: Accepted for CMA and CFM continuing education credit Prerequisite: AICPA course How to Conduct a Review Under the AICPA Practice-Monitoring Programs
CPE Credit: 8 or 16 hours | Field of Study: Auditing | Method of Presentation: Lecture | Level: Basic - Advanced
REGISTRATION | Peer Review Courses REGISTRATION CATEGORY
REGISTRANT INFORMATION
r SCACPA Member r Non member r Other State CPA Society
Name (Please Print)
REGISTRATION FEE (Select seminar & fee) r Upcoming Peer Review: Is Your Firm Ready? (73611A) – July 21 m EB $210 mM $235 m CC $200 m NM $310 m AICPA Member $30 Discount r How to Conduct a Review Under the AICPA Practice-Monitoring Program (74811A ) – August 23-24 m EB $330 mM $355 mCC $400 m NM $455 m AICPA Member $60 Discount
SCACPA Member # or other state CPA Society # AICPA Member # Firm/Organization Daytime Phone Fax
r AICPA’s Advanced Workshop: Practical Guidance for Peer Reviewers (74911A) – August 25 m EB $210 m M $235 mCC $200 m NM $310 m AICPA Member $30 Discount
Mobile Phone o Primary Phone
oSecondary Phone
Home Phone oPrimary Phone
oSecondary Phone
DIETARY REQUESTS
Address
r Vegetarian r Food Allergy _____________
REGISTRATIONS ACCEPTED
City/State/ZIP
Online www.scacpa.org
SCACPA, 570 Chris Drive West Columbia, SC 29169
PAYMENT INFORMATION
Fax
(803) 791-4196 credit card and choice card payments only
Please indicate method of payment q Check: I have enclosed a check payable to SCACPA q Visa q MasterCard q American Express q Discover q Choice Card
Note: Full payment must accompany registration
Fee Total:
REGISTRATION FEE DESCRIPTION
Choice Card (CC): Available to SCACPA members only. The Choice Card is only good for one year and is available on all courses that are four CPE hours or more except events co-sponsored by other vendors, i.e., AHI/AICPA, SC Bar, IMA, CPA2Biz, etc. | Non-Member (NM): Anyone who is not a member of SCACPA or any other state CPA society. | Regular Member (M): SCACPA members who register with payment less than three weeks prior to the event date and other state CPA society members. | Early Bird (EB): SCACPA members who register with payment at least three weeks prior to the event date.
Choice Card Coupon Number(s)
Credit Card # Exp. Date CCV (3-4 Digits) q Firm Card q Personal Card Name on Credit Card/Choice Card Signature
Date
ABOUT THIS EVENT THINGS YOU NEED TO KNOW
LOCATION INFORMATION
Program Details: Log onto www.scacpa.org/coursecatalog for complete program details including seminar descriptions, speaker biographies, and secure online registration.
Event Facility: SCACPA Office 570 Chris Drive West Columbia, SC 29169 (803) 791-4181 or (888) 557-4814
Confirmation: A confirmation will be sent via e-mail or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE Team at (888) 557-4814, ext. 110 or 112 or cpe@scacpa.org. Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Special Requests: Please contact us as soon as possible for ADA requests at (888) 557-4814, ext. 110 or cpe@scacpa.org. Questions, Modifications, or Requests: SCACPA CPE Team members are available Monday-Friday, 8:00 am – 5:00 pm at (888) 557-4814, ext. 110 and 112, or cpe@scacpa.org. Messages may be left 24 hours a day.
Hotel Accommodations: Hampton Inn – I26 1094 Chris Drive West Columbia, SC 29169 (803) 791-8940 Room Rate: $79
TIMES
Registration: 8:00 am Workshop: 8:30 am to 4:00 pm
GET CONNECTED
Get Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!
WWW.SC ACPA.ORG/SOCIALMEDIA
MEET THE SPEAKERS! Mark T. Hobbs, CPA is the Managing Shareholder of The Hobbs Group, PA. The Hobbs Group, PA provides auditing, accounting, tax and consulting services to a diverse client base in South Carolina. Mark is a frequent speaker on accounting, audit, tax and financial consulting topics to both CPAs as well as the general public. Mark is also the President of Hobbs Group Advisors, LLC in Columbia, South Carolina. Mark is a 1979 graduate of Clemson University (with honors), with a Bachelor of Science in Accounting. He is a licensed Certified Public Accountant in South Carolina and North Carolina. He has over thirty years experience serving privately owned, closely held businesses, financial institutions, governmental entities, real estate, nonprofit organizations, and litigation support consultation.
Robert Bezgin, CPA has been a sole practitioner for the last 18 years, providing accounting, audit and tax services. His clients include local governments, municipal authorities, not for profit organizations, manufacturers, professional services, development stage enterprises and individuals. Prior to starting his own practice, he worked with a national accounting firm whose focus included real estate, manufacturing, hospital, not for profit organizations, and professional services. His responsibilities included developing firm wide accounting guidelines, teaching courses, and researching accounting issues. Mr. Bezgin is an Oversight Task Force member of the AICPA Peer Review Board.
SOUTH CAROLINA ASSOCIATION OF CPAs
Aim High
July 21 ∙ August 23-24 ∙ August 25 | West Columbia, SC
Peer Review Seminars
570 Chris Drive • West Columbia, SC 29169 (888) 557-4814, Toll free in SC • (803) 791-4181 www.SCACPA.org
PRSRT STD US POSTAGE PAID PERMIT NO. 1146 Columbia, SC