Southwestern Chapter Ethics and Emerging Issues Conference

Sep 21
8:00 - 4:00 p.m.

Saint Vincent College
Latrobe - Map

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

 Members can buy 3 and save! Register for all 3 Southwestern Chapter Conferences for $450.

7:30 a.m. | Breakfast and Check-in

7:55 a.m. | Welcome and Introduction

8:00 a.m. | Understanding Threats and Auditing Cybersecurity

·       State of cybersecurity

·       10 things auditors should know about cybersecurity

·       Changes in SOC reporting for cybersecurity

·       Intro to the NIST Cybersecurity Framework

·       Example of auditor tools

David Snyder, CISA, CIA
Manager, Risk Advisory Services
Schneider Downs & Co. Inc.

Gary Muggli, CISA
Senior, Risk Advisory Services
Schneider Downs & Co. Inc.

9:40 a.m. | Take a breather

9:55 a.m. | A&A Update

  • Discuss accounting and attestation standards that have been recently effective. Explore standards issued but not yet effective, and learn how they'll impact the accounting for companies and clients and the assurance practice. 
  • Get updates on the revenue recognition standard, lease accounting, and the not-for-profit reporting model.
  • Discuss proposed standards and how they could impact your organization in the future.

Shane Gastecki, CPA
Senior Manager, Audit and Assurance Services
Schneider Downs & Co. Inc.

Brian Matthews, CPA
Senior Manager, Audit and Assurance Services
Schneider Downs & Co. Inc.

11:35 a.m. | Lunch Break

12:25 p.m. | Tax Update

  • Discuss the ever-changing tax world and the hot topics that will impact the 2017 tax year and beyond
  • Federal income tax and federal income tax reform update
  •  Gift and estate tax
  • Top five things CPAs should know about life insurance

Ryan T. Broze, CPA
Senior Tax Manager
Schneider Downs & Co. Inc.

Greg Allison, JD, CPA/PFS, CFP®
Tax, Business and Succession Planning Manager
Schneider Downs & Co. Inc.

2:05 p.m. | Refreshment Break

2:20 p.m. | Fraud and Ethics Considerations

·       Define ethics and discuss ethical theories

·       Review the AICPA Code of Conduct and ethical requirements of CPAs

·       Review fraud basics

·       Case examples of company fraud and ethical considerations

·       Discussion of recent research into fraudsters’ motivation

·       Interviewing/lie detection in fraud investigation

·       Case examples of AICPA disciplinary actions and ethical considerations

Alyssa Brunatti, CPA, CFE
Senior Associate, Business Advisory Services
Schneider Downs & Co. Inc.

Steve Thimons, CFE, CVA
Director, Business Advisory Services
Schneider Downs & Co. Inc.

4:00 p.m. | See you next year!


Registration

PICPA Member: $175
Nonmember: $275

More Information

Course No. 641400

Level: Update

Prerequisites:

  • None

Speaker(s)

Gregory Allison

Shareholder
Schneider Downs & Co Inc

Ryan Broze

Senior Manager
Cohen & Company LTD

Alyssa Brunatti

Senior Business Advisory Associate
Schneider Downs & Co Inc

Shane Gastecki

Senior Manager
Schneider Downs & Co Inc

Brian Matthews

Shareholder
Schneider Downs & Co Inc

Gary Muggli

Senior, Risk Advisory Services

David Snyder

Manager
Schneider Downs & Co Inc

Stephen Thimons

Director, Business Advisory Services
Schneider Downs & Co Inc