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Wednesday, October 18, 2023 Live Webcast

Accounting and Auditing Conference (E2310320)

8:00 AM - 1:00 PM EDT


5 CPE Credits in MC


Our annual conference will help you keep up with the latest guidance in attest and assurance work so that you can maintain integrity and quality in your practice. We will go beyond a discussion of standards and hit on significant areas that are relevant to today's accountants and auditors.


CPAs in public practice and private accounting


  • Learn which new auditing standards will have large impact and minimal impact on your audits.
  • Learn how to more effectively identify and address audit risk.
  • Learn the best approach to providing assurance on non-attest services.
  • Recognize critical disclosures to include in financial statements.


8-9:40 a.m.
Accounting and Auditing Update (2 AA)
Frank Boutillette, CPA, CGMA, ABV - WithumSmith+Brown
Brad Muniz, CPA - CliftonLarsonAllen LLP

10-10:50 a.m.
Concurrent Sessions (Choose One)
1A. Comfort Letters/Non-Attest Services (1 AA)
Frank Boutillette, CPA, CGMA, ABV - WithumSmith+Brown

1B. Preparation, Compilation and Review Engagements (1 AA)
Jaclyn Veno, CPA - Galasso Learning Solutions
Preparation, compilation and review engagements continue to be a hot topic for peer review despite SSARS 21 having been around for nearly a decade. This course will concentrate on the requirements of SSARS engagements, with a focus on how to comply in an efficient but practical perspective. This course will review the various components of SSARS engagement letters, as well as the procedures to be performed on review engagements (AR-C 90).
11-11:50 a.m.
Concurrent Sessions (Choose One)
2A. Using Data Analytics to Manage Audit Risk (1 AA)
Melissa Dardani, CPA, MAcc, CFE - MD Advisory

2B. Common Financial Statement Disclosures (1 AA)
Courtney Gasper, CPA - Eisner Advisory Group LLC
12-12:50 p.m.
Sampling and Risk Assessment (1 AA)
Steven Morrison, CPA, CFF, CFE - CohnReznick




Frank Boutillette

Frank R. Boutillette, CPA, CGMA, ABV

Partner Emeritus


Frank is an emeritus partner of WithumSmith+Brown, PC (Withum) with over 35 years of accounting and auditing experience. He is a licensed CPA in New York and New Jersey and has significant experience working with SEC registrants, small and large private entities in various industries, including hedge funds, private equity funds and finance companies. Frank is a member of the American Institute of CPAs (AICPA) and was a former member of the AICPA Peer Review Board. He is a past president of the NJCPA and currently chairs its Peer Review Executive Committee. Frank is a frequent lecturer on accounting and auditing and is a co-author of three accounting books.

Melissa Dardani

Melissa A. Dardani, CPA, MAcc, CFE


MD Advisory

Melissa is the founder and managing member of MD Advisory, a boutique forensic firm. She has an extensive background in forensic accounting, data analytics, and cash flow analyses, as well as in diagnosing and remediating business problems. Melissa is a member of several NJCPA interest groups, including the Cannabis Interest Group, the Student Loan Debt Task Force and the Emerging Leaders Council.

Courtney Gasper

Courtney M. Gasper, CPA

Senior Manager

EisnerAmper LLP

Courtney Gasper is a Senior Manager in the Audit and Assurance Services Practice with over 10 years of experience in public accounting serving both public and private entities. She manages and is responsible for all phases of the audit, including planning, organization, supervision, and review of the fieldwork for various clients, including those in insurance, life sciences, manufacturing and distribution, retail, and professional service firms. Courtney also performs employee benefit plan audits for both defined benefit and defined contribution plans. Courtney’s experience includes assisting public company clients with SEC reporting, filings, and compliance, including internal controls over financial reporting in accordance with Sarbanes-Oxley. She also has experience with debt and equity financings, equity-based compensation, revenue recognition, foreign currencies, consolidations, and purchase accounting. Courtney teaches courses through EisnerAmper University, the firm’s training, and education program. She is also a participant in EisnerAmper Cares, the firm’s community volunteer organization aimed at serving those in need through service and skills to charitable, civic, and environmental projects and programs.

Steven Morrison

Steven Morrison, CPA, CFF, CFE


CohnReznick LLP

Steven Morrison brings experience as an engagement partner, quality control reviewer, and standard setter to a variety of industries including automotive dealerships, employee benefit plans, freight forwarding/mail courier, retail, and wholesale/distribution.

Steven’s experience includes addressing unique accounting and audit issues of entities in the United States, Asia, Europe, Oceania, and Americas. He addresses specific issues for companies in a variety of other industries and has extensive experience in effectively communicating simple and complex technical matters to all levels of personnel. His current responsibilities include advising engagement teams on accounting and auditing matters.

As a prior board member of the AICPA's Auditing Standards Board, Steven served the public interest by developing, updating and communicating comprehensive standards and practice guidance that enable practitioners to provide high-quality, objective audit and attestation services to nonissuers.

Brad Muniz

Brad E. Muniz, CPA


CliftonLarsonAllen LLP

Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.

Jaclyn Veno

Jaclyn Veno, CPA

Galasso Learning Solutions

Jaclyn Veno is a licensed CPA and holds both a bachelor’s and a master’s degree in Accounting from Clemson University. Before joining, Galasso Learning Solutions, she was an auditor for two top-10 CPA firms. Jaclyn has extensive experience developing both staff and interns including the onboarding of overseas staff. She has fond memories of her time spent completing dozens of acquisition audits for one growing client. Jaclyn holds certificates in adult learning and instructional design from the Association for Talent Development (ATD) and will be completing her Training & Facilitation Certificate this spring.


Accounting and Auditing Conference Registration

    $159.00 - Member

    $259.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.


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