Thanks to all 2018 conference attendees and speakers. On-Demand sessions from the conference will be available shortly.

Keynote speaker:
James G. Kaiser, CPA
Board Member | Public Company Accounting Oversight Board (PCAOB)

Kaiser, along with Allison M. Henry, CPA, CGMA, vice president of professional and technical standards at the PICPA, will lead a discussion on emerging trends in A&A and hot topics. They will cover the changing landscape of audit quality. Kaiser will deliver a bird’s eye view of PCAOB regulatory updates.


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A Look Back at the 2018 Agenda

7:30 a.m.
Breakfast and Check-in
8:00 a.m.
Greetings from PICPA Leadership
8:15 a.m.
Emerging A&A Trends and Hot Topics (1-A&A)
  • The changing landscape of audit quality and emerging issues
  • Audit quality and Regulatory Update from a PCAOB Board Member's perspective
Allison M. Henry, CPA, CGMA
Vice President - Professional & Technical Standards | Pennsylvania Institute of CPAs
James G. Kaiser, CPA
Board Member
Public Company Accounting Oversight Board
9:05 a.m.
g   Investment and Economic Trends and the Future of Business (1-Other)
  • Current and emerging trends in global, national, and regional economies
  • Investment outlook: Equity lending market and weakening bank environment
  • Trends in business: Augmented and artificial intelligence, automation, the consumer experience, blockchain, wages and unemployment, social learning, social media, and the multigenerational workforce
Kevin Depew
Deputy Chief Economist | RSM US LLP
9:55 a.m.
Take a Breather
10:05 a.m.
Accounting Guidance from FASB (2-A&A)
  • Lessons learned from implementing revenue recognition
  • Implementation guidance on lease standard
  • New accounting standards
  • Update on variable interest entities
  • Technical activities and accounting standards outlook
Michael K. Cheng, CPA
Supervising FASB Project Manager - Private Company Council Coordinator
Financial Accounting Standards Board
11:45 a.m.
12:25 p.m.
g   Transforming Audits with AICPA's Guide to Audit Data Analytics (ADAs) (1-A&A)
  • Effects of ADAs on the audit process, the organization, and the role of the CPA
  • Key features and insights
  • How to apply data analysis techniques to financial statement audits
  • Real-world examples of efficiencies and enhanced effectiveness
Bill Neil
National Manager - Audit Data Analytics | BDO USA LLP
1:15 p.m.
2018 Update on Requirements and Best Practices for Preparation, Compilation, and Review Engagements (1-A&A)
  • Compilation of financial statements that omit substantially all disclosures and audit/review of full disclosure financial statements
  • Special-purpose financial statements
  • When to perform a review in accordance with AR-C section 90 vs AU-C section 930
  • Common peer review findings
  • SSARS No. 24, including consideration of going concern in a review engagement, international reporting issues, and reference to the work of other accountants in the review report
Michael P. Glynn, CPA, CGMA - Speaker Preview >
Senior Manager – Audit & Attest Standards Team – Public Accounting | AICPA
2:05 p.m.
Snacks and Chats
2:20 p.m.
g   Management Toolbox—Best Practices for Using Outside Service Providers (1-A&A)
  • Identifying what type of outside service providers are needed
  • Mapping the journey
  • The ins and outs of how and when an auditor should use the outside service providers' work
  • Avoiding common pitfalls
  • Secure transmission and access to sensitive materials
  • Effective communication tools
  • Impact to technology policies and procedures
Henry Bernet, CCNA, MCSE
Technology Manager
Pennsylvania Institute of CPAs
Roland J. O'Brien, CPA
Director, Quality Control | Novak Francella LLC
3:10 p.m.
The Impact of Blockchain in A&A (1-A&A)
  • Blockchain and what it means for A&A
  • Opportunities and challenges of using blockchain technology
  • Potential and practical implications
Prakash Santhana
Managing Director | Deloitte Advisory
Cyber Risk | Payments Integrity
4:00 p.m.
See You Next Year
AAC - WAHVE Accounting

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