By Topic

April 24, 2017

Day 1: Welcome
08:00  -  08:15
Day 1: Welcome

Day 1: Welcome

William E. Moy, CPA Co-Chair Timpson Garcia LLP Oakland, CA Nancy A. Rix CPA Co-Chair Dickerson Rix & Company LLP San Diego, CA

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Revenue Recognition
8:15  -  9:55
Revenue Recognition
Tom Groskopf

Revenue Recognition

Join Thomas J. Groskopf, CPA, CVA, MBA with Barnes, Dennig & Co., Ltd. out of Cincinnati, OH. as he covers Revenue Recognition. Find out the Big Deal and more as he discusses the overview of the new standard, key provisions and impact areas, as well as AICPA Revenue Recognition Task Forces and TRG.

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Day 1 Session 1:  Lease Accounting, Part 1
09:55  -  10:45
Day 1 Session 1:  Lease Accounting, Part 1
Ashima Jain

Day 1 Session 1: Lease Accounting, Part 1

Join Ashima Jain (PwC; San Jose, CA) for a two part discussion on Lease Accounting topics. The sessions will cover the background and overview of Lease Accounting. Additional topics will include identifying a lease, contract components, lease classification, recognition and measurement, ongoing requirements as well as other transactions. Ms. Jain will also cover transition elements, […]

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Private Company Council
11:50  -  12:40
Private Company Council
Conference Room

Private Company Council

Join Thomas E. Noce, CPA the sole proprietor of Thomas Noce CPA from Palm Springs, California where he will go over private company council. Topics in this 50 minute mid-morning session will cover background of formation of the PCC, who qualifies to use it, updates of accounting standards from 2014-2016, and what’s in the pipeline. […]

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Lunch and Networking Break
12:40  -  1:40
Lunch and Networking Break
Conference Room
Data Analytics
1:40  -  2:30
Data Analytics
State Room
Bob Green
Summer Taylor

Data Analytics

Join moderator Bob Green, CPA/CITP, CGMA with SingerLewak based out of Woodland Hills, California and Virginia Collins with Loeb & Troper, LLP, based out of New York, New York. They will be discussing data analytics and going into depth on the analytical maturity model, the value of data analytics to the audit and assurance profession […]

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Session A: Peer Review Update
2:30  -  4:25
Session A: Peer Review Update
Marcia J. Hein

Session A: Peer Review Update

Join Marcia J. Hein, CPA and sole proprietor of Marcia Hein, CPA based out of Windsor, Colorado where she will give an update on the peer review. She will go deeper into the topic and cover recently adopted peer review guidance changes, updates from the enhanced oversight program, the identification of non-conforming engagements, and more. […]

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Session B: SSARS 21 Revisited
2:30  -  4:25
Session B: SSARS 21 Revisited

Session B: SSARS 21 Revisited

Join Mark E. Dauberman, CPA and president of Mark Dauberman Seminars based out of Upland, CA for detailed session on SSARS 21. In this afternoon discussion, Mr. Dauberman will discuss topics to include: compliance issues, checklists for engagements, the process for making engagements more efficient, practice-oriented, level of engagement with SSARS 21, and more. Covered […]

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Accounting Update
4:25  -  5:15
Accounting Update
Summer Taylor

Accounting Update

Conclude the first day with a discussion led by Summer M. Taylor, CPA with Deloitte & Touche, USA, LLP based in Costa Mesa, CA. In this session, Ms. Taylor will cover the financial accounting standards board (FASB) agenda, recent changes to the generally accepted accounting principles (GAAP), and the revenue recognition, leasing, and investment updates […]

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April 25, 2017

Day 2: Welcome
08:00  -  08:05
Day 2: Welcome

Day 2: Welcome

Message from conference co-chairs, William E. Moy, CPA (Timpson Garcia LLP; Oakland, CA) and Nancy A. Rix, CPA (Dickerson Rix & Company LLP; San Diego, CA)

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IFRS v. GAAP – Who Cares?
08:05  -  08:55
IFRS v. GAAP – Who Cares?

IFRS v. GAAP – Who Cares?

William F. O’Brien is a CPA for Executive Education Inc. based out of San Jose, California. Mr. O’Brien will be going over International Financial Reporting Standards (IFRS), the set of accounting standards developed by an independent entity called the International Accounting Standards Board (IASB). His topics will include: Why you should care, where we stand […]

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Keynote: AICPA Regulatory Update
08:55  -  10:35
Keynote: AICPA Regulatory Update

Keynote: AICPA Regulatory Update

Join speaker Kristy Illuzzi, CPA, CGMA (AICPA; Durham, NC) on Day 2 of the Accounting & Auditing Update Conference to discuss the AICPA Regulatory Update. Ms. Illuzzi will cover topics such as the top risks anticipated for 2017 as well as how to position for future success. Topics Covered to include: Top Risks for 2017 […]

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Exposure Draft of SAS 13X, AU-C 703
08:55  -  10:35
Exposure Draft of SAS 13X, AU-C 703
Howard Sibelman

Exposure Draft of SAS 13X, AU-C 703

This 90 minute session led by Howard Sibelman, a CPA with Howard Sibelman CPA and based in Marina Del Rey, California will include a lecture on exposure draft of SAS 13X, AU-C 703, forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA. It will consist of topics such as: How all auditors of […]

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Group Audits: You Don’t Know What You Don’t Know
10:50  -  11:40
Group Audits: You Don’t Know What You Don’t Know
Brian Miller

Group Audits: You Don’t Know What You Don’t Know

This session will be led by Brian Miller (BDO USA; San Francisco, CA)  who will cover key concepts and terms from AU-C 600 such as special considerations while auditing group financial statements, include the work of component auditors. Topics covered will include: Key concepts & terms from AU-C 600: Special Considerations – Audits of Group […]

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Lunch Session – Corporate Internal Investigations of Fraud Allegations
11:40  -  12:50
Lunch Session – Corporate Internal Investigations of Fraud Allegations
Terry Bird

Lunch Session – Corporate Internal Investigations of Fraud Allegations

Terry W. Bird (Bird, Marella, Boxer, Wolpert, Nessim, Drooks, Lincenberg & Rhow, P.C.; Los Angeles, CA) will speak during the lunch break beginning at 11:50 a.m. on Corporate Internal Investigations of Fraud Allegations. Mr. Bird will cover topics such as the key steps to initiating an internal investigation, as well as assessing and reporting the results. […]

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Standards for Social and Environmental (Sustainability)
12:50  -  1:40
Standards for Social and Environmental (Sustainability)

Standards for Social and Environmental (Sustainability)

“Keeping up with Investor Demands – the Emergence of Sustainability Accounting” · Growing numbers of Investors recognize that environmental, social and governance (ESG) factors impact the risk and returns of their investments · Corporations also increasingly recognize the importance of ESG factors to their business · Despite these parallels, a great divide remains between how issuers […]

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Audit and Attest Update
1:40  -  2:30
Audit and Attest Update

Audit and Attest Update

The session will be led by Kristy Illuzzi, CPA, CGMA (AICPA; Durham, NC). Topics covered will include: Projects, Standards, and Interpretations Issued by the Auditing Standards Board, IAASB Activities, and Newly Issued Compilation and Review Standards and Related Implementation Issues

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Room A: Instilling Skepticism in Audit Personnel
2:45  -  3:35
Room A: Instilling Skepticism in Audit Personnel
Howard Sibelman

Room A: Instilling Skepticism in Audit Personnel

This 50 minute afternoon session will be led by Howard Sibelman, a CPA at Howard Sibleman CPA based out of Marina Del Rey, California. His lecture on instilling skepticism in audit personnel will go over topics to include: Auditing and assurance standards, why this is a problem, independence, how did this get to be a […]

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Room A: Non-Profit
3:35  -  4:25
Room A: Non-Profit
Kim McCormick

Room A: Non-Profit

This 50 minute afternoon session will be led by Kimberly K. McCormick, a CPA at Grant Thornton LLP based out of San Jose, California. During this session, Ms. McCormick will cover several topics to include: Financial Accounting Standards Board (FASB’s) new standard on not for profit (NFP) financial reporting, new revenue recognition standard, and more. […]

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Room B: Enhanced Peer Review
3:35  -  4:25
Room B: Enhanced Peer Review
Thomas J. Parry

Room B: Enhanced Peer Review

This 50 minute afternoon session led by Thomas J. Parry, a CPA with Benson & Neff CPAs based in San Francisco, California, will cover enhanced peer reviews. The topics in this session will include: New peer review standards and how they affect your firm, quality control matters, and common peer review findings and firm responses. Covered […]

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