November 8, 2024

In-Person

Hyatt Regency Long Island
1717 Motor Parkway, Hauppauge, New York 11788

NASBA 8
•
NYSED 8

Nassau/Suffolk Chapter Accounting & Auditing Conference

November 8, 2024
In-Person
NASBA 8
•
NYSED 8
  • View Bio

    Instructor

    Paul
    Becht

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    Paul Becht, CPA

    Bio
    Paul’s practice is focused on helping business owners keep more of the money they make and increase the value of their business. He is a trusted advisor who also oversees audits and reviews of companies in a variety of industries, including real estate, manufacturing and distribution, the service industry and debt collection. In addition, he is skilled at auditing employee benefit plans. Paul also provides clients with guidance on accounting policies and procedures to improve operations and strengthen internal controls. Paul is a frequent speaker at industry conferences and is regularly quoted as an expert source for leading business and trade publications. Throughout his career he has also been active in staff training and mentoring. Paul earned his Bachelor of Science in Accounting from Oswego State University where he graduated Summa Cum Laude. He started his career at the firm’s Melville office and progressed from staff to partner. Paul is an active member of the New York State Society of CPAs, currently chairing the Suffolk Chapter’s Accounting & Auditing Committee, has served as Vice President of the Board of Directors and he has also held various executive board roles within the Suffolk Chapter. He is a member of the Risk Management Association, for which he is Treasurer and Director of the Long Island Chapter, and the American Institute of Certified Public Accountants. Over the years, he has actively participated in and held leadership positions with several charitable organizations throughout Long Island and New York City. He lives in Glen Cove, New York with his wife Kelly and their two children.
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    Instructor

    Mark
    Cuccia

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    Mark Cuccia, CPA

    Bio
    Mark is a Managing Director in the Commercial Business Group located in our Woodbury, Long Island office, who has been serving clients since 1998. Mark is dedicated to helping clients across a wide range of industries including manufacturing, importing, wholesale and distribution, retail, restaurants and professional services. His responsibilities include overseeing all aspects of his clients' audit, review and compilation engagements, and advising clients on the impact that new accounting standards will have on their financial statements. Mark frequently assists with forecast and projection modeling. He has conducted numerous in-house seminars for his colleagues at CBIZ and serves as a resource to other Long Island-based accounting professionals through his involvement with the Nassau Chapter of the NYSSCPA.
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    Instructor

    Shimon
    Einhorn

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    Shimon Einhorn

    Bio
    Shimon is a partner with the New York CPA firm of S Einhorn and Company CPAs LLC. He is a CPA specializing in providing audit solutions to small-midsize accounting firms to update their audit practices to current standards based on current peer review standards, and to maintain consistency across all audits at the practice. In addition Shimon provides solutions for firms which are looking to move their audit practices to a paperless environment. Shimon also specializes in performing and managing audit engagements across various industries. He provides companies with solutions within their accounting department to be able to provide auditable evidence to their auditors. Shimon is a member of the Quality Control andPeer Review Committee of the New York State Society of CPAs. He consults with numerous accounting firms, helping them prepare for peer review. Shimon also performs peer reviews for a number of firms as well. Shimon is an alumnus of PriceWaterhouse Coopers LLP and Ernst & Young LLP. He is a contributing author of the Real Estate Investment trust Handbook. Shimon is a featured and frequent lecturer.
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    Instructor

    James
    White

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    James White

    Bio
    James has more than 10 years of experience serving both public registrants and private companies across multiple industries, including professional services, manufacturing, food and beverage, technology and aerospace. Specific experience Public and private audit and assurance, including audits of accelerated and non-accelerated filers Initial public offering experience Concentration in manufacturing and distribution, including retailers, food and beverage companies, technology providers Facilitates merger and acquisition transaction support in various industries Specialized technical experience including SEC reporting, mergers and acquisitions and revenue recognition Professional Involvement Chairman, Auditing Standards Committee (NYSSCPA) Member, SEC Committee (NYSSCPA) Member, AICPA, NYSSCPA, NJSSCPA Audit Committee, Northport-East Northport UFSD
  • View Bio

    Instructor

    Matt
    Spiegel

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    Matt Spiegel

    Bio
    Matt is a senior audit manager in Baker Tilly’s New York not-for-profit practice with four years of experience in public accounting. His specific experience includes auditing not-for-profit entities, including social service agencies and foundations, along with consolidated fiscal report (CFR) audits in compliance with state reporting requirements and compliance audits with Government Auditing Standards Industry involvement. He is affiliated with the American Institute of Certified Public Accountants (AICPA) and New York State Society of Certified Public Accountants (NYSSCPA).
  • View Bio

    Instructor

    Desiree
    Corbett

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    Desiree Corbett

    Bio
    Desirée Corbett, CPA, is a Senior Manager at Baker Tilly US, LLP. Desirée has nearly 11 years of experience in public accounting, and concentrates exclusively on providing various audit, review, accounting, and consulting services for not-for-profit organizations. She serves as a member of the Baker Tilly Not-for-Profit Industry Center of Excellence Technical Committee. Desiree is a summa cum laude graduate of Long Island University. As of 11/10/2023
  • View Bio

    Instructor

    Philip
    Marciano

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    Philip Marciano

    Bio
    Phil is a partner in the firm’s New York City office and is recognized as a national resource for government and not-for-profit accounting and federal single audits (Uniform Guidance). He has audited various types of governmental entities such as towns, counties, villages, schools, libraries, other special purpose entities and component units, and various types of not-for-profit organizations. Prior to Citrin Cooperman, Phil was a shareholder at national financial and employee business services provider where he served as the Government Services Practice Leader for the firm’s Metro New York Not-For-Profit and Government Practice.
  • View Bio

    Instructor

    George
    Victor

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    George Victor, CPA

    Bio
    George I. Victor, CPA, CGMA is the partner in charge of quality control at Giambalvo, Stalzer & Company, CPAs, P.C. in Great River, New York. He is responsible for formulating the firm’s accounting and auditing policies, monitoring compliance with professional standards, technical research, review of completed engagements, and oversight of the firm’s professional education program. Mr. Victor has extensive experience in providing accounting and advisory services to CPA firms on U.S. GAAP, U.S. GAAS, SSARS, quality control, and peer review. He is a peer reviewer under the AICPA Peer Review Program where he conducts peer reviews of CPA firms, Corrective Action and Implementation Plan reviews, oversight review of firms and peer reviewers, and consulting firms on compliance with peer review. Mr. Victor serves as a member of the AICPA Peer Review Board, and its Standards Task Force, the Peer Review Committee of the Pennsylvania Institute of Certified Public Accountants (PICPA), and Review Acceptance Body (RAB) of the PICPA. Mr. Victor is a member of the American Institute of CPAs (AICPA) and New York State Society of CPAs (NYSSCPA), where he currently serves as Chair of the NYSSCPA Peer Review and Quality Control Committee, member of the Auditing Standards Committee, International Accounting & Auditing Committee, Editorial Review Board of The CPA Journal, past Chair of the Accounting & Auditing Oversight Committee, past Chair of the SEC Practice Committee, past member of the NYSSCPA Board of Directors, and served as Conference Chair for numerous annual conferences. Mr. Victor is a frequent lecturer before professional groups on accounting and auditing matters. He holds a Bachelor of Science degree in Accounting from St. John’s University and is licensed to practice accounting in New York.
The conference highlights include: The GAAP Update as it provides a comprehensive overview of important accounting standards, The Agreed Upon Procedures & SSARS Update as the session will cover the latest SSARS standards, CECL One Year Later session as it revisits the recently adopted standard for privately held companies and shares what we have learned since, And the How to Prepare for a Peer Review session which will provide insight into the latest comments coming out of recent peer reviews and how practitioners can best prepare themselves.

Learning Objectives

This conference objectives are to provide attendees with insight into accounting standards and offer an update on existing accounting, auditing and SSARS standards.

Major Topics

The conference highlights include: The GAAP Update as it provides a comprehensive overview of important accounting standards, The Agreed Upon Procedures & SSARS Update as the session will cover the latest SSARS standards, CECL One Year Later session as it revisits the recently adopted standard for privately held companies and shares what we have learned since, And the How to Prepare for a Peer Review session which will provide insight into the latest comments coming out of recent peer reviews and how practitioners can best prepare themselves.

CPE Credits Available

NASBA 8
NYSED 8
5
Accounting (NASBA) - NASBA
5
Accounting (NYSED) - NYSED
3
Auditing (NASBA) - NASBA
3
Auditing (NYSED) - NYSED
0
Preparation Credit - Accounting (NASBA)
0
Preparation Credit - Accounting (NYSED)
0
Preparation Credit - Auditing (NASBA)
0
Preparation Credit - Auditing (NYSED)
0
Speaking Credit - Accounting (NASBA)
0
Speaking Credit - Accounting (NYSED)
0
Speaking Credit - Auditing (NASBA)
0
Speaking Credit - Auditing (NYSED)

Hyatt Regency Long Island

1717 Motor Parkway, Hauppauge, New York 11788

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Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Accounting (NASBA)
  • Accounting (NYSED)
  • Auditing (NASBA)
  • Auditing (NYSED)
  • Preparation Credit - Accounting (NASBA)
  • Preparation Credit - Accounting (NYSED)
  • Preparation Credit - Auditing (NASBA)
  • Preparation Credit - Auditing (NYSED)
  • Speaking Credit - Accounting (NYSED)
  • Speaking Credit - Auditing (NASBA)
  • Speaking Credit - Auditing (NYSED)
  • SpeakingCredit - Accounting (NASBA)

Prerequisites

None.

Advanced Preparation

None.

Intended Audience

This conference will be of particular interest to those who will be preparing or attesting to financial statements in 2025, working with privately-held, Not for Profit organizations and organizations which must implement new accounting standards.

Provider

Foundation for Accounting Education

This event has ended.