Pittsburgh Chapter Practitioners Conference

Nov 6
8:00 - 4:00 p.m.

Regional Learning Alliance
Cranberry - Map

2-Ethics; 4-A&A; 2-Other
CPE Credits

7:30 a.m. Registration and Continental Breakfast


8:00 a.m. Ethics and Obligations to Clients, Peers and the Public

• Examine current events relating to business ethics and accounting
• Discuss the Certified Public Accountant’s obligations to clients, to peers, and to the public
• Consider best practices regarding firm wide continuing education, and staff training relating to ethics
(2-Ethics)

Dianne S. Wainwright, Esq.
Deputy Court Administrator-Civil Division
Fifth Judicial District of Pennsylvania


9:40 a.m. Refreshment Break


9:55 a.m. A&A Update

Summary of accounting and auditing pronouncements that are:
• Recently or soon to be effective
• Recently issued
• Under consideration
(2-A&A)

Jeffrey A. Ford, CPA
Partner
Grossman Yanak & Ford LLP


11:35 a.m. Lunch


12:25 p.m. Information Technology Security & Best Practices

• Current Technology – Hardware, software & cloud solutions
• Review Highlights – IRS Publication 4557 – Safeguarding Taxpayer Data & IRS Publication 5293 – Protect Your Clients; Protect Yourself
• Network, Data, & Wireless Security
• Virus & Data Protection (Data backup & transmission)
• Cybersecurity – Threats, Education, Awareness
(1-Other)

Michael J. Connolly, Jr.
Technology Consultant
Connolly Steele & Company PC


1:15 p.m. Enhancing Audit Quality:  Current Trends and Findings

Since its launching in May 2014, Enhancing Audit Quality has helped the profession make further progress in improving audit quality through providing audit tools, practice aides and continuing education programs.  In this session we will:
• Review the current state of audit quality with regard to audit documentation, single audits, and employee benefit plans
• Review current trends and findings based on the results of recent peer reviews
(1-A&A)

Richard F. Fischer, CPA, CGMA
Partner
Louis Plung & Company LLP


2:05 p.m. Refreshment Break


2:20 p.m. Succession Planning for CPA Firms…Pittsburgh Style

• Admit to yourself that it is important and maybe the most important
• Establish Goals for yourself, your family, the business, the employees.
• Write the story of your firm. How it began and made it to the present. Where did you make progress and where did you fall short?
• Seek out Experts
(1-Other)

David Cegan
President & CEO
The Financial Search Group, LTD.


3:10 p.m. QuickBooks Analysis for CPAs

Analyzing QuickBooks files to be used in preparation for a tax return or audit can be overwhelming.  Increase accuracy of detailed transactions and improve quality assessment through efficient tricks and methods covered in this course. The session utilizes a live data file to demonstrate answers to specific questions.
• QuickBooks Refreshers
• Accessing accuracy in QuickBooks file
• Efficiency Techniques
• QuickBooks reports for Tax and Audit
(1-A&A)

Melanie Rutan
Senior Accountant & Business Development Manager
Bookminders Inc.


4:00 p.m. Adjournment


Registration

PICPA Member: $135
Nonmember: $235

More Information

Course No. 128800 Level: Update

Speaker(s)

Jeffrey Ford

Managing Partner - Assurance & Advisory & ERP

Richard Fischer


Dianne Wainwright

Deputy Court Administrator-Civil Division

Melanie Rutan

Senior Accountant, BD Specialist

David Cegan


Michael Connolly