Save the Date:
Dec. 8-9, 2022


This conference provides updates from the FASB; the AICPA on auditing standards and accounting and review services; and practitioners on emerging trends and technologies, internal controls, and more. It is tailored to practitioners who perform audit, attest, and assurance services and corporate accountants. 

Thanks to our 2021 sponsor


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A Look Back at the 2021 Agenda

2021 Featured Sessions

  • ASC 842, Leases: Implementation Challenges
  • AICPA ASB Update
  • The Future of Accounting, Audit, and Attest Services – Use of Innovative Technologies

8:00 a.m.

AICPA ASB Update 1-A&A

  • SASs 134-141, which are effective Dec. 15, 2021, and changes to the auditor’s report
  • Other recently issued SASs: Audit Evidence, Accounting Estimates, and Risk Assessment
  • ASB’s quality management project
  • Other projects in the pipeline, including group audits

Ahava Goldman, CPA, CGMA
Associate Director - Audit and Attest Standards

8:50 a.m.

ASC 842, Leases: Implementation Challenges 1-A&A

  • Transition considerations when moving from ASC 840 to ASC 842
  • Practical expedient options
  • IBR considerations and calculations
Krug, Jaime

Jaime Krug, CPA
Centri Business Consulting LLC

Curtis Farrow

Curtis Farrow, CPA
Centri Business Consulting LLC

Owens, Dan

Dan Owens, CPA
Senior Director
Centri Business Consulting LLC

9:40 a.m.

9:50 a.m.

The Future of Accounting, Audit, and Attest Services – Use of Innovative Technologies 2-A&A

  • Overview of artificial intelligence and applications in accounting
  • Applications of robotic process automation (RPA) in accounting, audit, and tax
  • Applications of text mining in accounting
  • AI-powered drones for inventory management and risk assessment
  • Virtual reality/augmented reality in accounting and auditing
Ng, Cory

Cory Ng, CPA
Associate Professor of Instruction
Temple University Fox School of Business Management

11:30 a.m.
Lunch Break

12:20 p.m.

Internal Controls and SOC Audits 1-A&A

  • Who needs a SOC report and why they are important
  • The differences between SOC 1, SOC 2, SOC 2+, and SOC 3
  • The differences between a type 1 and type 2 report
  • What users of a SOC report need to look for
  • The value of SOC reports when assessing a cybersecurity profile
Eric Wright

Eric Wright, CPA
Schneider Downs

1:10 p.m.

Enhancing Audit Quality 1-A&A

  • Progress of the AICPA’s Enhancing Audit Quality Initiative
  • AICPA enhanced oversight findings and frequent practice issues
  • Key areas of focus - practical resources and examples
Allison Henry, CPA, CGMA

Allison M. Henry, CPA, CGMA
Vice President, Professional and Technical Standards

2:00 p.m.

2:10 p.m.

Financial Statement Presentation and Disclosure Best Practices 2-A&A

  • New auditing requirement for disclosures and the potential impact on disclosures
  • Impact of new accounting pronouncements on disclosures
  • Common peer review findings regarding disclosures
  • Continuing disclosure challenges regarding impairment, VIEs, and going concern
Victor, George

George I. Victor, CPA, CGMA
Giambalvo Stalzer & Company CPAs PC

Singer, Grace

Grace Singer, CPA
Partner-in-Charge of the Quality Control Department
Berdon LLP

3:50 p.m.

See you in Fall 2022!

“The materials and information presented are timely and totally relevant. Being aware of these various topics when performing audits and consulting with clients is extremely useful.”

Richard Huber, CPA | Huber & Associates