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Wednesday, November 9, 2016 Live

Accounting and Auditing Conference (E1611360)

8:30 AM - 4:40 PM EDT

Registration: 8:00 AM EDT

Pines Manor

2085 State Highway 27
Edison , NJ 08817

8 CPE Credits in AA

OVERVIEW

Pick up tips for increased efficiency, and hear about the most pressing issues in A&A and compilations and reviews from leading industry experts.

DESIGNED FOR

Whether you are a CPA in public practice or private accounting, this conference is a must to keep you one step ahead in a constantly changing business environment.

HIGHLIGHTS

8:00-8:30am
Registration and Continental Breakfast

8:30-10:10am
General Session: Updates in Accounting and Auditing – Part 1
Kenneth A. Heaslip, CPA, CGMA
This program is a must to keep you on top of the changes you need to know to be effective. Hear an overview of recently-issued accounting, auditing, compilation, and review pronouncements. Discuss relevant accounting standards updates to the FASB codification, audit services issues and compliation and review issues.

10:10-10:25am
Refreshment Break

10:25am-12:05pm
General Session: Updates in Accounting and Auditing – Part 2
Kenneth A. Heaslip, CPA, CGMA

12:05-1:00pm
Networking and Lunch

1:00-2:40pm Concurrent Sessions (Please choose one)
1A.Lease Accounting in Transition
Kenneth A. Heaslip, CPA, CGMA
The new leasing accounting standard is finally here! This session will provide the details you need to know in order to make the changes required on implementation. While the P&L will remain fairly consistent, the balance sheet will be substantially impacted with most leases becoming intangible assets and full liabilities.

1B. Employee Benefit Plans Update
Rebecca M. Lee, CPA
The always evolving rules around employee benefit plans present many practice issues and risks to the practitioners who audit them. This program highlights the difficult and complex accounting, auditing and financial reporting issues in these engagements as well as keeps you informed of current and pending changes to benefit plans.

1C. Peer Review Deficiencies - How to Solve Them?
Stacey Painter, CPA
This session identifies recent peer review matters as identified by the AICPA’s Peer Review Committee. Increased awareness by practitioners of more frequent peer review issues should result in the improvement of future engagements.

2:40-3:00pm
Refreshment Break

3:00-4:40pm Concurrent Sessions (Please choose one)
2A. Small Practitioners Guide to Financial Statements
Kenneth A. Heaslip, CPA, CGMA
Keeping small practitioners in mind, this session addresses frequently encountered reporting and performance issues by tax/sole practitioners including; problems and issues related to SSARS 21 and an overview of relevant accounting standard updates and their effect on book vs. tax differences.

2B. Not-for-Profit Update
Rebecca M. Lee, CPA
Not-for-profits are subject to very specific accounting and disclosure guidance. This session will provide an update on issues that are at the forefront of this industry. The session also includes updates relevant to auditors that perform these audits.

2C. Revenue Recognition - Current and Future
Stacey Painter, CPA

Although the new revenue standard was issued in 2014, there continues to be confusion, particularly for those organizations dictated by current industry specific standards. This session will focus on the more troublesome areas identified by industries. It is important that practitioners be ahead of their clients in determining the best way to handle these areas.

COURSE LEVEL

Intermediate

INSTRUCTORS

Kenneth Heaslip

Kenneth A. Heaslip, CPA, CGMA, M.B.A.

Director

Cullari Carrico LLC

Kenn is a director at Cullari Carrico LLC, a regional CPA firm in Northern New Jersey. He also has extensive experience teaching all levels of accounting, auditing and other practice-related areas. Kenn has been a Professor of Accounting at several universities including Seton Hall, where he was the students’ choice as “Educator of the Year” two years in a row, as well as in the Executive Masters of Business Administration program at Rutgers University. In addition, he was the National Director of the Becker CPA Review. Kenn is an active member of the NJCPA, where he has served in positions, such as Vice President, Trustee Chapter President, Committee Chair and Task Force Chair. Kenn currently serves on the NJCPA Professional Conduct Committee, the Federal and State Taxation interest groups, Governmental Accounting & Auditing Interest Groups and the Nonprofit Interest Group.

Rebecca Lee

Rebecca M. Lee, CPA, CGMA

Kaplan Financial Education, Powered by Loscalzo

Rebecca M. Lee, CPA, CGMA Rebecca Lee, licensed as a CPA in Alabama and South Carolina, is a founding Principal with Brooke, Freeman & Lee. She served in areas of the assurance, quality control, and compliance responsibilities for the audit practice. She has served on numerous AICPA and state society committees, including the AICPA Management Consulting Service Professional Practice Subcommittee, Small Business Consulting Practices Subcommittee, and Council of the AICPA. She has chaired both the Management Advisory Committee and the Personal Financial Planning Committee of the Alabama Society of CPAs. Rebecca currently serves on the Illinois Society of CPAs Peer Review Committee, which serves multiple state societies of CPAs. Rebecca has served as professor of management accounting in the graduate studies (Master in Public and Private Management) program at Birmingham-Southern College. Rebecca holds a BS degree in accounting from Jacksonville State University, along with a master’s degree in Accounting from Birmingham Southern College. She is a member of the Alabama Society of CPAs, the South Carolina Association of CPAs, and the AICPA.

Stacey Painter

Stacey Painter, CPA

CFO/COO

North American Filtration Inc.

Stacey Painter, CPA, licensed as a CPA in Wisconsin, is the Director of Loscalzo Associates Ltd., a division of SmartPros Ltd., a Kaplan company. Stacey has been providing technical training to audiences across the country on subjects ranging from International Financial Reporting Standards (IFRS) and related FASB/IASB joint projects, to Audit and Attest Standards. Stacey has over 20 years of experience in both the public and private industry. Before joining Loscalzo Associates, Stacey spent 13 years with Resources Global Professionals, most recently as the Managing Director of Accounting and Finance Services. In this capacity, Stacey worked with the firm’s U.S. offices in developing go-to-market strategies around accounting initiatives, as well as providing technical training on site to firm clients. Prior to joining Resources, Stacey was the Corporate Controller of Square Two Golf, a publicly-traded manufacturer of golf equipment. Here, she was responsible for all aspects of accounting, financial reporting (SEC), planning and budgeting, Human Resources, and Internal Control. At the start of her career, Stacey spent six years at Deloitte & Touche, auditing clients ranging from $10 million to over $1 billion in revenue. Stacey received her bachelor’s degree in accounting from Pace University in New York. She is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

PRICING

E-Materials: Save $20 and download your own materials.

    $239.00 - Member

    $339.00 - Nonmember

Manual: You will receive a printed manual with this registration option.

    $259.00 - Member

    $359.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Loscalzo Associates, Ltd.