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Friday, September 21, 2018 Live

Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (E1809071)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

APA Hotel Woodbridge

120 Wood Avenue South
Iselin , NJ 08830

8 CPE Credits in AA

OVERVIEW

Specifically tailored for practitioners who not only perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance. Through a detailed review of the new lease accounting guidance, common special purpose frameworks, new guidance related to audits and SSARS engagements, and the soon-to-be-effected credit loss standard, this course will get you up to speed on the things that are most important to your smaller and medium-sized clients.

DESIGNED FOR

Practitioners at all levels who provide non-audit and non-attest services to small- and medium-sized businesses desiring to remain up-to-date on recent pronouncements and other standard setters’ activities and professional guidance

BENEFITS

  • Keep abreast of current private company standard setting activities of the PCC
  • Review recently issued accounting and non-audit attestation pronouncements and hot topics
  • Identify key accounting implications related to new ASUs and ASC Topics 842 and 326
  • Understand new guidance applicable to auditing, SSARS and attest engagements
  • Be aware of other important guidance affecting small and medium-sized business practitioners

HIGHLIGHTS

  • Private company standard setting activities
  • Small and medium-sized business-related ASUs
  • Lease accounting update
  • Lessons adopted from the adoption of Topic 606
  • Special purpose frameworks - Cash, modified cash, and tax basis
  • Common small and medium-sized business financial statement errors and deficiencies
  • Newly issued SSARS and SSAE standards
  • SASs effective for 2022 year-end audits

COURSE LEVEL

Update

PREREQUISITES

Experience in accounting and auditing

ADVANCE PREPARATION

None

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

$379.00 - Nonmember

$279.00 - Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent