8-9:15 a.m.
Accounting and Auditing Update – What Matters for 2027
Frank Boutillette, CPA, CGMA, ABV — WithumSmith+Brown
Brad Muniz, CPA — CliftonLarsonAllen LLP
This session will provide an overview of new standards, developments and trends in the following areas:
- Accounting Standards Updates
- Statements on Auditing Standards Updates
- Quality Management tips
- PCAOB highlights
- What peer reviewers are emphasizing for 2027 .
9:25-10:40 a.m.
From Software Buyer to Strategic Partner: How AI Frees CPAs to Do the Work That Matters
Scott Pooch, CEPA
This is a working session for audit and assurance professionals, not a tool tour. Bring one real task from your own week, such as tightening a PBC request list or drafting a management letter comment, and work it start to finish. Every exercise can be done on your own AI tool, followed on Scott’s screen or written on the worksheet, so it works whether you have an open AI account, a firm-approved tool with restrictions or no AI access at all. You’ll leave with a written division of labor for one task of your own, an output standard for it and a three-sentence starting point for a firm AI policy you can take to an engagement leader or an AI committee. No technical background is required. Bring the task, not the client data.
10:50-11:40 a.m.
Navigating Income Tax Risk: Audit Focus Areas and the Implications of ASU 2023-09
Michael Noreman, CPA, MST, MAcc — Alvarez & Marsal Tax, LLC
Trent Tedesco, CPA — Alvarez & Marsal Tax, LLC
Shaye Weeber — Alvarez & Marsal Tax, LLC
This session highlights the most common tax risk areas to watch for during an audit, from uncertain tax positions and valuation allowances to deferred tax accounting and the rate reconciliation. We will also provide a practical overview of ASU 2023-09 on income tax disclosures, including key differences in how private companies must adapt. Attendees will leave with a clear checklist of red flags and practical steps to prepare for the new disclosure requirements.
11:50 a.m.-12:40 p.m.
SAS 145 & IT Auditing: 2026 Developments and Future Considerations
Riley Furlong — CliftonLarsonAllen LLP
SAS 145 has been in effect for a while, but the technology around it keeps changing. This session covers what audit teams should do differently today, including IT risk assessment, the latest AICPA and PCAOB developments, and the growing role of AI. Two hypothetical case studies show how these issues play out in practice, and attendees leave with practical steps for their next planning cycle.
1:10-2 p.m.
Technology Enabled Fraud
Melissa Dardani Matulis, CPA, MAcc, CFE — MD Advisory
Technology is changing how fraud is committed and what it takes to stop it. This session covers a range of emerging schemes that are cheap and easy to produce, including automated systems that can be manipulated, fabricated documents and convincing impersonations. See how these schemes work in practice and why traditional controls are losing their effectiveness. Also, examine the implications for internal controls and risk assessment, with reference to relevant frameworks and guidance. You'll receive practical approaches for strengthening prevention and detection.
2:10-3 p.m.
Navigating SQMS: The First Year and Beyond
June Toth, CPA, CFF, CITP, CGMA — WilkinGuttenplan
This session will provide a practical overview of the AICPA’s Statements on Quality Management Standards (SQMS), which became effective December 15, 2025, and explore how firms are navigating their first year under the new standards. Topics will include the basic requirements, implementation considerations, common challenges, and implications for peer review, with an emphasis on integrating quality management into everyday practice.
3:10-4 p.m.
Business Combinations: Where to Start
Jay Levine, CPA, CGMA — Prager Metis
When an acquisition closes, the deal documents tell you what everyone agreed to. This session examines what auditors actually find when they walk in six months later- and what to do about it.
Attendees will have access to to watch all conference sessions on demand for thirty days after the event concludes. On demand sessions do not qualify for CPE