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Friday, November 30, 2018 LiveMorris/Sussex Chapter

A&A Update / Peer Review (E1811649)

8:15 AM - 11:55 AM EDT

Registration: 7:45 AM EDT

The Mansion at Mountain Lakes

90 US-46
Mountain Lakes , NJ 07046

4 CPE Credits in AA

OVERVIEW

Learn about quality control standards and the right information to identify for an upcoming peer review. Additionally, hot topics in accounting and auditing will be discussed.

BENEFITS

Earn 4 CPE credits in AA.

HIGHLIGHTS

Accounting & Auditing Update
Kristin Fee, CPA & Dave Dacey, CPA - Withum Smith+Brown, PC

Hear the latest updates, including:

  • Statements on Auditing Standards:
    • SAS 132: The Auditor's Consideration of an Entity's Ability to Continue as a Going Concern
    • SAS 133: Auditor Involvement with Exempt Offering Documents
    • Other AICPA proposed amendments
  • Risk assessment and internal controls
  • SSARS 24
  • New ASUs issued to account for Tax Cuts and Jobs Act
  • ASC 606 - Revenue Recognition
  • More current hot topics in A&A

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

David Dacey

David R. Dacey, CPA

Partner

WithumSmith+Brown

David R. Dacey, CPA, is the partner in charge of Withum’s Technical Resources Group, the group which oversees A&A quality within the firm. Dave is based in the firm’s New Brunswick office and has over 30 years of professional accounting and auditing experience. Dave is a certified public accountant in the state of New Jersey. Dave also heads Withum’s accounting and auditing policy CPE committee and is responsible for researching and disseminating updates on technical accounting and auditing pronouncements to the Firm’s professional personnel. His experience spans many industries, including various aspects of manufacturing, wholesale and distribution, and service industries including the legal and medical professions, construction and retail.

Dave received his bachelor’s degree in accounting from Rutgers University, Newark. Before joining Withum, Dave worked with a large regional firm, and with the American Institute of Certified Public Accountants (AICPA). He is a member of the AICPA, where he has participated in various task forces of the SEC Practice Section Peer Review Committee. He is also a member of the New Jersey Society of Certified Public Accountants (NJCPA) and is a frequent presenter at various NJCPA educational seminars, including their annual ERISA conference for 2010 through 2017. Dave resides in Somerset County, NJ.

Kristin Fee

Kristin H. Fee, CPA

Manager

WithumSmith+Brown

Kristin Fee, CPA is a Technical Resource Manager at Withum. She has over 15 years experience in public accounting. Kristin offers traditional accounting services as well as working closely with clients with their daily and monthly accounting duties. Preparing financial statements and budgets.

Kristin earned her B.S. in accounting and finance from Rider University.

June Toth

June M. Toth, CPA, CFF, CITP, CGMA

Principal

WilkinGuttenplan

June is a principal at WilkinGuttenplan and is the president-elect of the NJCPA for the 2024/25 term. She has been a member of the NJCPA since 1995 and has served in a variety of capacities, including the Peer Review Executive Committee, Strategic Planning Committee and Volunteer Relations Committee, and was chair of the NJ-CPA-PAC Board of Trustees, chair of the Committee Operations Committee and vice leader of the Business Valuation, Forensic & Litigation Services Interest Group. She is also an active participant in the Accounting & Auditing Standards and Nonprofit interest groups. Before WilkinGuttenplan, June was the managing member of zbt Certified Public Accounting & Consulting, LLC. She is a former treasurer of Garwood Municipal Library; a recipient of NJCPA’s Volunteer Award in 2018 and its Women to Watch Award in 2019; one of New Jersey Monthly’s Leading Women in 2015 and one of NJBIZ Accounting Power 50 from 2020 to 2022.