Accounting and Auditing Conference (E2611590)

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 give 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 is your peer reviewer 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
A working session for audit and assurance professionals, not a tool tour. Each attendee brings one real task from their own week, such as tightening a PBC request list or drafting a management letter comment, and works it start to finish. First a bare request, then the same request with the context a new colleague would need, then a simple division of labor (hand it off, supervise it, keep it) and a one-line test for any AI output before it goes to a client or a reviewing partner. Every exercise can be done on the attendee's own tool, followed on my screen, or written on the worksheet, so it works whether the attendee has an open AI account, a firm-approved tool with restrictions, or no AI access at all. Attendees leave with a written division of labor for one task of their own, an output standard for it, and a three-sentence starting point for a firm AI policy they can take to an engagement leader or an AI committee. No technical background is required. Attendees bring the task, not the client data.

10:50-11:40 a.m.
Risk Areas and ASU 2023-09
Michael Noreman, CPA, MST, MAcc - Alvarez & Marsal Tax, LLC
Trent Tedesco, CPA - Alvarez & Marsal Tax, LLC
Coming soon.

11:50 a.m.-12:40 p.m.
SAS 145 and IT Auditing
Riley Furlong - CliftonLarsonAllen LLP
Coming soon.

1:10-2 p.m.
Fraud in 2027
Melissa Dardani, CPA, MAcc, CFE - MD Advisory
Coming soon.

2:10-3 p.m.
Quality Management Standards
June Toth, CPA, CFF, CITP, CGMA - WilkinGuttenplan
Coming soon.

3:10-4 p.m.
Business Combinations: Where to Start
Jay Levine, CPA, CGMA - Prager Metis

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