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Accounting & Auditing Conference Agenda

Dec. 10-11, 2025 | Webcast

 

Wednesday, Dec. 10

7:45 a.m.

Opening remarks from PICPA leadership

8:00-9:15 a.m.

1-A&APCC Update

  • 2025 Annual Report expectations
  • Strategic outlook
  • PCC highlights
Shawver,Jere

Jere Shawver
PCC Chair
Baker Tilly US LLP (Retired)


Maintaining Audit Relevance in a World of Disruption

Achieving high audit quality and embracing emerging technologies are the pathways to trust. 

Ho, Christina

Christina Ho
PCAOB

Jennifer Cryder, CPA, PICPA CEO

Jennifer Cryder
CEO
PICPA


Economic Outlook

  • Labor market updates
  • Monetary policy normalization
  • Wage growth updates 
Rankin, Kurt

Kurt Rankin
Economist
PNC Bank

9:15 a.m.

1-A&AAI Technology Update for Auditors 

  • Overview of AI in the accounting profession
  • AI technology evolution
  • Popular generative AI LLMs
higgins,john

John Higgins, CPA
Strategic Technology Advisor
Higgins Advisory LLC

9:40 a.m.

Morning Break

9:50 a.m.

1-A&AFASB

Stay up to date with the latest changes from the Financial Accounting Standards Board (FASB). 

Adriana Yepes

Adriana Yepes
Supervising Project Manager
FASB

10:40 a.m.

1-A&AAuditing and Attest Standards Update

  • Recently issued audit standards
  • Recently issued quality management standards
  • Current and upcoming exposure drafts 
Goldman, Ahava

Ahava Goldman
Associate Director – Audit & Attest Standards
AICPA

11:30 a.m.

Lunch Break

12:20 p.m.

2-A&APrivate Company Accounting Issues Update

  • Private company issues
  • Revenue recognition
  • Lease accounting 
Walck,Becky

Rebecca Walck
Partner
Simon Lever

2:00 p.m.

Afternoon Break

2:10 p.m.

2-A&AAI, Analytics, and Automation: Financial Reporting in a Digital Modality

  • AI and machine learning have driven the democratization of finance data. In this session, dissect how these technologies work and explore why modern finance teams need them.
  • Explore what every finance team needs to do to advance their financial reporting objectives.
  • Demonstrate different modalities of financial reporting: Generative AI and the ability to “converse” with your financial data, analytics and the ability to visualize your financial data, and data warehouse concepts and the ability to organize your data.
John Huckle

John Huckle
Consulting Shareholder
Schneider Downs

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Robert Morgan
Senior Manager
Schneider Downs

4:00 p.m.

See you tomorrow!

Thursday, Dec. 11

7:45 a.m.

Opening remarks from PICPA leadership

8:00 a.m.

4-A&AQuality as Strategy: Implementing ISO in Financial, Audit & Tech Projects Part 1 & 2

Today’s CPAs and auditors are expanding their roles beyond financial reporting into project oversight, compliance, and risk management. This session explores how ISO standards—21500, 21502, 21504, 31000, and 9001—can serve as practical frameworks for financial governance.

*10 minute break at 9:40 a.m. before Part 2

Tammy Daugherty

Tammy Daugherty 
Consultant

11:30 a.m.

1-A&APeer Review Update 2025

  • Look at recent trends in peer review
  • Review of frequent peer review findings
  • Explore the impact of QM standards on peer review
Bezgin, Bob

Robert Bezgin, CPA
Owner
Robert C. Bezgin CPA

heathertrower

Heather Trower
Director
PICPA

12:20 p.m.

Lunch Break

12:50 p.m.

1-A&ABecome a Data Analysis Expert

  • Data analysis process flow
  • Why perform data analysis
Smith,Bryan

Bryan Smith, CPA
Founder
DataSmith Pro LLC

1:40 p.m.

1-A&AAudit - Leveraging Technology

  • Selecting Technology & Change Management
  • Supervising Technology 
  • ASB Technology Survey 
  • Technology Tools for Use in Audits
Katie Holmes

Katie Holmes
Director - Assurance Methdology & Innovation
Forvis Mazars

Rosena Rodriguez

Rosena Rodriguez
Manager
Forvis Mazars

2:30 p.m.

1-A&APost Implementation Review of SAS 145 – Risk Assessment

  • Peer review findings
  • Common deficiencies
Melisa Galasso

Melisa Galasso
Founder
Galasso Learning Solutions

3:20 p.m.

See you next year!