ACCOUNTING & AUDITING

NOTE: All programs will be livestreamed unless otherwise noted.

Sept. 21 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m.

U.S. GAAP Review of New Guidance & Hot Topics (GAAPR)

Wayne Wells, CPA, CFE, Principal, Blankenship CPA Group PLLC

This course is a review of new guidance and hot topics, including pronouncements, exposure drafts and other guidance recently issued by FASB as well as major accounting standards updates, such as revenue recognition, credit losses and leases, and fair value measurement.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

$30 AICPA member discount

Level of knowledge: Intermediate

CPE credit: 8 credits

Developed by: AICPA

Sept. 25 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Compilations, Reviews & Preparations: Engagement

Performance & Annual Update (CRAU)

Joann Noe Cross, CPA, PhD, CMA, CGFM, CGMA, Emerita Professor of Accounting, University of Wisconsin–Oshkosh

This course offers a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. Learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22–26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. The course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. It will bring you up to date on SSARS requirements and guidance and provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course will be your go-to reference for training your staff and managing your SSARS No. 21–26 services in compliance with professional, ethical and technical requirements.

Registration: $399 member | $499 nonmember $349 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

Level of knowledge: Update CPE credit: 8 credits

Developed by: Surgent

Oct. 18 | Open 11:30 a.m. Program noon – 1:40 p.m.

Current Audit Environment & ASB Activity (CL2AUD)

Bruce Nunnally, CPA,CGMA,Partner, Carr, Riggs & Ingram LLC

This course is designed to keep you on top of the latest auditing developments. It covers a full array of topics, including current environment and implications for audit planning, pronouncements and other standard-setting activities affecting audit and attestation engagements. This course will bring practitioners at all levels up to date on the standard setters’ activities and provide examples and illustrations to help apply the guidance in practice.

Registration:

$99 member | $125 nonmember

$89 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 2 credits

Developed by: AICPA

Oct. 18 | Open 2 p.m.

Program 2:30 – 4:10 p.m.

Current & Upcoming FASB Issues (CL2ACCT)

Bruce Nunnally, CPA, CGMA, Partner, Carr, Riggs & Ingram LLC

This course will bring practitioners up to date on important accounting matters, including FASB accounting standards updates, broad and narrow issues, current FASB activities and private-company financial reporting. Relevant pronouncements, exposure drafts and other recently issued guidance will also be covered.

Registration:

$99 member | $125 nonmember

$89 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 2 credits

Developed by: AICPA

Oct. 24 | Open 8 a.m.

Program 8:30 a.m. – noon

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR)

Jeanette Bax-Kurtz, CPA, Director of Notfor-Profit & Regulatory Services, Mueller Prost Companies that fall victim to fraud schemes need to reassess internal controls. This course reviews the 18 most prevalent internal controls that should be present—as well as designed and operating effectively—in order to prevent future fraud. These controls are taken from the Association of Certified Fraud Examiners’ “Report to the Nations: 2020 Global Study on Occupational Fraud and Abuse.” We will tie these controls to the 17 internal control principles offered by the Committee of Sponsoring Organizations of the Treadway Commission (COSO), the framework used by virtually all entities and auditors to assess the design and operational effectiveness of internal controls. Lastly, we will consider the impact of the 2020 pandemic on internal controls in the coming era.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 4 credits

Developed by: AICPA

Oct. 24 | Open noon

Program 12:30 – 4 p.m.

Conducting a Remote Audit (CL4REMA)

Jeanette Bax-Kurtz, CPA, Director of Notfor-Profit & Regulatory Services, Mueller Prost Remote auditing has become a fact of life. Understanding the considerations for auditing a client remotely should be understood to properly perform the necessary tasks. From vouching client-prepared documents to steps to perform a remote inventory, this course will discuss the items to focus on and potential techniques to ensure adherence to professional standards.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Beginning CPE credit: 4 credits

Developed by: AICPA

Nov. 13 | Open 8 a.m. Program 8:30 a.m. – noon

Introduction to Forensic Accounting (ITFA)

Douglas P. Stives, CPA, MBA, Professor of Accounting, Monmouth University

As our economy grows more complex, so does the need for forensic accountants, whose services range from expert witness to litigation consultant and bankruptcy trustee. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business, but it also provides more opportunities for those willing to commit fraud. Forensic accountants couple their accounting and investigative skills to explain to clients, courts and jurors how fraudulent schemes occur and the effects they can have. They also provide expert opinions in calculating damages in litigation, administering bankruptcy estates and a host of other services.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Beginning CPE credit: 4 credits

Developed by: Surgent

Nov. 14 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m.

Annual Update for Accountants & Auditors (AUAA)

Bruce A. Shepard, CPA, MBA, Consultant

Bruce Shepard

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers relevant pronouncements, exposure drafts and other guidance recently issued in the accounting, auditing, review, compilation and preparation engagement arenas. We will sort through the complexities and identify and apply recently issued FASB, PCAOB, ARSC and ASB standards and guidance so you can stay current on the topics impacting the profession.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

$30 AICPA member discount

Level of knowledge: Update

CPE credit: 8 credits

Developed by: AICPA

Nov. 30 | Open 8 a.m.

Program 8:30 a.m. – noon

Small-Business Accounting, Audit & Attest Update (SMP4)

Jeffrey Lieman, CPA, CFE, President, Lieman Associates LLC

Specifically tailored for practitioners who do not perform audits but provide other attest and nonattest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation and review standards as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the material in practice.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Update

CPE credit: 4 credits

Developed by: Surgent

Dec. 11 | Open 8 a.m. Program 8:30 a.m. – noon

Construction Contractors: NonRevenue & Non-Lease Accounting Considerations (CCACT)

Martin J. Birr, CPA, CMA, CIA, MBA, Trustee Lecturer in Accounting, Kelly School of Business at Indiana University

The construction industry is one of the most unique when it comes to being in compliance with the various accounting standards. This course examines the core knowledge necessary to succeed and the key issues impacting construction accounting. Find out what other new developments may mean for you, your company or your clients. The course also explores the relationship between contractors and sureties. With construction comprising such a large— and growing—portion of the economy, it is more important than ever for you to be on top of the very latest in accounting changes for the industry. Note: This course does not address FASB ASC 606, Revenue from Contracts with Customers, or FASB ASC 842, Leases. The AICPA offers a companion course that focuses on revenue and lease accounting for construction contractors. See Contract Accounting and Lease Accounting and Their Impact on Construction Contractors (CCREVL).

Registration: $199 member | $249 nonmember $175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Beginning CPE credit: 4 credits

Developed by: AICPA

CPE Requirement: 80 total CPE credits

Ethics Requirement: 3 Ethics CPE credits