Dec. 5
8:00 a.m. - 4:00 p.m.

Penn State Great Valley Conference Center Bldg.
Malvern - Map it

CPE Credits 
7-A&A; 1-Other

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.

“This is the best CPE conference I have attended all year.”

Thomas Douaihy, CPA | Joseph J. Paciotti CPA

PICPA Member: $299 | Nonmember: $399

CLE Credit Add-On: $50

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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
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
Staying over?

Desmond Hotel Malvern, a DoubleTree by Hilton
(610) 296-9800
Discounted rate: $184 single/double

Identify yourself as a PICPA conference participant to receive the discounted rate.

AAC - WAHVE Accounting
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