7:45 a.m.
Opening remarks from PICPA leadership
8:00-9:15 a.m.
Discuss the Private Company Council (PCC) and the latest initiatives aimed at simplifying financial reporting for private companies.
Jere Shawver
Baker Tilly US LLP
PCC Board
Adriana Yepes
Supervising Project Manager
FASB
Explore the latest developments in audit quality standards.
Christina Ho
PCAOB
Get a practical look into the current economic landscape and what it means for businesses and financial professionals.
Kurt Rankin
Economist
PNC Bank
9:15 a.m.
Discover how artificial intelligence is helping auditors work faster and smarter.
John Higgins, CPA
Strategic Technology Advisor
Higgins Advisory LLC
9:40 a.m.
Morning Break
9:50 a.m.
Stay up to date with the latest changes from the Financial Accounting Standards Board (FASB).
Adriana Yepes
Supervising Project Manager
FASB
10:40 a.m.
Get the latest news and updates from the American Institute of CPAs (AICPA).
Ahava Goldman
Associate Director – Audit & Attest Standards
AICPA
11:30 a.m.
Lunch Break
12:20 p.m.
This session focuses on key accounting updates that affect private companies.
Rebecca Walck
Partner
Simon Lever
2:00 p.m.
Afternoon Break
2:10 p.m.
Technology is changing how financial information is prepared, reviewed, and shared.
John Huckle
Consulting Shareholder
Schneider Downs CPAs
4:00 p.m.
See you tomorrow!
7:45 a.m.
Opening remarks from PICPA leadership
8:00 a.m.
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
Consultant
11:30 a.m.
Discuss the latest efforts to improve audit quality across the profession.
Robert Bezgin, CPA
Owner
Robert C. Bezgin CPA
Heather Trower
Director
PICPA
12:20 p.m.
Lunch Break
12:50 p.m.
Learn how data analytics are being used in real-world accounting and auditing work.
Bryan Smith, CPA
Founder
DataSmith Pro LLC
1:40 p.m.
As the audit profession undergoes rapid transformation, this session explores how emerging technologies are reshaping audit methodologies, enhancing quality, and driving strategic value.
Katie Holmes
Director - Assurance Methdology & Innovation
Forvis Mazars
Rosena Rodriguez
Manager
Forvis Mazars
2:30 p.m.
Review how to assess IT general controls as part of your audit risk procedures under SAS 145.
Melisa Gallaso
Founder
Gallaso Learning Solutions
3:20 p.m.
See you next year!