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Friday, May 13, 2016 LiveSouthwest Jersey Chapter

Accounting & Auditing Update (E1605159)

8:00 AM - 12:00 PM EDT

Registration: 7:00 AM EDT

Paris Caterers (formerly Venice Plaza)

281 Cross Keys Road
Berlin , NJ 08009

4 CPE Credits in AA
New Speaker

OVERVIEW

The course clarifies the determining factors between the professional financial statement services emphasizing principles, standards, procedures, and techniques, and highlighting independence, engagement approach, representation letter issues (where applicable) and report contents (where applicable).

BENEFITS

Earn 4 CPE credits in Accounting and Auditing.

HIGHLIGHTS

This half-day presentation focuses on the various non-audit professional financial statement services provided by the CPA. It reviews the significant differences between:
  • Review Service
  • Compilation Service
  • Preparation Service
  • Other Accounting Service

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$10 late fee applied after May 11. Season Pass holders must register for each event.

Many thanks to our event sponsor Beneficial Bank!

INSTRUCTOR

Richard Daisley

Richard Daisley, CPA

Surgent Professional Education

Rich Daisley brings over 30 years of experience in the accounting and auditing field to his role as an instructor with Surgent. Prior to Surgent, Mr. Daisley spent 20 years at PwC as an assurance senior manager. During his tenure there, he was first in PwC’s assurance practice and then, PwC’s Capital Markets and Accounting Advisory Services group, where he advised clients on the implementation of new accounting pronouncements as well as on issues related to public offerings. ---- Rich is Vice President of Accounting and Auditing Curriculum at Surgent CPE. He is a CPA and has over 30 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses. He was an assurance manager with PwC, spending time in both the assurance practice as well as with PwC’s Capital Markets and Accounting Advisory Services group, where he advised clients on the implementation of new accounting pronouncements as well as on issues related to public offerings. Rich also worked in PECO Energy’s Merger and Acquisition group, where he performed financial due diligence that supported PECO’s acquisition activity in the energy sector. He has experience in the manufacturing, health care, energy, and pharmaceutical industries. Prior to joining Surgent, Rich also has more than 10 years of experience as a course developer and facilitator, creating and leading training courses on such topics as revenue recognition, stock based compensation, equity instruments and performing integrated audits under the Sarbanes-Oxley legislation. He also designed and delivered courses on instructor development and facilitation skills to senior PwC internal course instructors. In 2015 he joined Surgent as Director, Accounting & Financial Reporting Content. In this role, he manages Surgent’s A&A curriculum, including researching and developing the technical content for Surgent’s Accounting and Financial Reporting curriculum.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form