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
PICPA Member: $135
Nonmember: $235
Course No. 128800 Level: Update