Accounting and Auditing Conference Oct. 23, 2014 • BurbankOct. 24, 2014 • San Francisco & Webcast

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Overview:At the 2014 Accounting and Auditing Conference, you can expect the latest information on pronouncements, standards and implementation deadlines. You will receive a comprehensive update on key issues and emerging trends.

This year, you’ll hear from Jeffrey D. Mechanick, Assistant Director—Nonpublic Entities for FASB, address the Private Company Council Account Standards Updates, Variable Interest Entities, goodwill, revenue recognition, leases and more.

Designed for: CPAs seeking high-level technical updates from leaders in the profession.

Credit Information:CPE: 8 HoursAA: 8 HoursFR: 2 Hours

Level: Update

Prerequisites: None

CONFERENCE OVERVIEW

Welcome and Introductions

Are You Using the Best Accounting Framework for Your Clients?

Engagement Traps

Break

U.S. GAAP Update

Lunch (sit-down lunch provided)

Advising Small Business on Governance and Control

Break

Group Audits

SSARS/ARSC Update

Adjourn

AGENDA {AT-A-GLANCE}08:30

08:35

09:35

10:25

10:35

12:00

01:00

02:40

Thank you to our silver sponsor:

ACCOUNTING AND AUDITING CONFERENCEBURBANK MARRIOTT HOTEL AND CONVENTION CENTEROCT. 23, 2014HYATT REGENCY SAN FRANCISCO & WEBCAST OCT. 24, 2014

Gary L. Krausz, CPA, CFFGursey Schneider LLPConference Chair

Mark E. Dauberman, CPAMark Dauberman Seminars

Jeremy L. Dillard, CPARivera, Jamjian & Dillard, LLP

James P. Dougherty, CPAJLK Rosenberger, LLP

Lori K. Hoffman, CPALodgen, Lacher, Goldtich, Sardi, Saunders, & Howard LLP

Arthur Korn, CPACalCPA

A.J. Major, III, CPAVavrinek Trine Day & Co., LLP

William E. Moy, CPATimpson Garcia LLP

Thomas Noce, CPA, CFEThomas Noce, CPA, CFE

Jessie C. Powell, CPAPowell & Spafford, Inc.

Nancy A. Rix, CPADickerson, Rix & Company, LLP

Maria (Tina) Tan, CPAMorris Davis Chan & Tan LLP

Conference Planning Committee

10:35

02:40

02:50

08:30

08:35

09:35

10:25

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SESSIONDETAILS

Welcome and IntroductionsGary L. Krausz, CPA, CFFGursey Schneider LLPConference Chair

Are You Using the Best Accounting Framework for Your Clients?Be confident when selecting the best accounting framework to meet the needs of privately held companies by taking a closer look at FRF for SMEs, IFRS for SMEs, GAAP and OCBOA.

Keith C. Peterka, CPAMarks Paneth LLP

Engagement TrapsLearn the key steps to the efficient analytical review and expectation analysis in audit and review engagements; fraud risk determinations and the interview process; and how to improve audit and review engagements and peer review results. You’ll also learn where most firms go wrong so that you can avoid common engagement pitfalls.

Jessie C. Powell, CPAPowell & Spafford, Inc.

{Break}

U.S. GAAP UpdateHear important updates on Private Company Council Accounting Standard Updates, Variable Interest Entities, goodwill, revenue recognition, leases and not-for-profit financial statements. You will have the opportunity to get your most pressing questions answered by the FASB Chairman of the Not-for-Profit Advisory committee. Jeffrey D. Mechanick, CPA, CGMAFASB

Lunch {sit-down lunch provided}

Advising Small Business on Governance and ControlUnderstand how to assess an entity’s system of internal control in relation to the updated COSO framework, focusing on how the entity has selected, developed and deployed controls that affect the principles within the components of internal control. During this session, you’ll also learn to evaluate the overall effectiveness of the entity’s system of internal control and communicating to those charged with governance. Jeremy Dillard, CPARivera, Jamjian & Dillard, LLP

{Break}

Group AuditsThere is diversity in practice when firms apply AU-C section 600. This session will consider and address situations to help you determine when the standard applies, how to determine component materiality, plan the audit to address specific component risks and address other audit considerations.

Michael A. Westervelt, CPACliftonLarsonAllen LLP

SSARS/ARSC UpdateBased on ARSC’s proposed changes to SSARS, this session introduces the new non-attest service labeled preparation and compares it to bookkeeping services. It will also cover changes to make compilation an engagement-driven service and what this means from a standards perspective. Learn risk management considerations for your practice as you implement the new standards.

Sara L. Lord, CPAMcGladrey LLP

{Adjourn}

01:00

03:40

12:00

ContactCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066

Phone (800) 922-5272Fax (888) 868-8558Web calcpa.org

Event PricingMember $325Nonmember $425

Conference RegistrationOct. 23 // BurbankEvent Code 5141005A

Oct. 24 // San FranciscoEvent Code 5141005B

Oct. 24 // WebcastEvent Code 5141005C

Discount ProgramsSave hundreds with Value-Priced Education (VPE) and Coupons.

VPE 80 $1,295 CalCPA MemberVPE 40 $795 CalCPA MemberVPE 24 $675 CalCPA MemberCoupon 10 $2,495 CalCPA Member

Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount

Materials for this conference are provided in PDF format. You will

receive an email which contains a link for accessing the materials at least three days before the conference.

Registration PolicyAll registrations are taken on a first-come, first-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.

Cancellation PolicyIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.

VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies.

Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org

CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a

sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.

REGISTRATION INFORMATIONREGISTER ONLINE calcpa.org/Conferences