Ethics Programs

Accounting and Auditing Forum (AAF)

Mix And Match Modules (M&M)

Arkansas Kentucky New Jersey
Connecticut Michigan North Carolina
Delaware

Nebraska

 Rhode Island
Indiana Nevada South Carolina

 

Arkansas
Mix and Match Modules - December 16, 2008 / Instructors (Gregory Clark):
AM Session: Frequently Asked Questions in GAAP Financial Statements - 4 hours
PM Session: COSO’s Internal Control Framework - 4 hours
Connecticut
Mix and Match Modules - May 21, 2008 / Instructor (Deborah Rose):
AM Sessions: Common Peer Review Disclosure Deficiencies and How to solve them - 2 hours
The Dangers of Improper Revenue Recognition - 2 hours
PM Sessions: Meeting Workpaper Documentation Requirements - 2 hours
Reviewing Documentation for Efficiency and Effectiveness - 2 hours
Accounting and Auditing Forum - June 3, 2008 / Instructor (Deborah Rose):
AM Session:  Accounting Standards Update **NEW** - 2 hours
PM Session: Recent Compilation and Review Issues - 2 hours
Mix and Match Modules - June 19, 2008 / Instructor (Deborah Rose):
AM Sessions:  Using Tax Basis and Other OCBOA Presentations Effectively - 4 hours
PM Sessions:

Substantive Analytical Procedures Workshop - 4 hours
Mix and Match Modules - November 5, 2008 / Instructor (Deborah Rose):
AM Sessions:  How to Analyze Financial Statements - 2 hours
Practice Problems with Related Party Transactions - 2 hours
PM Sessions:

Analytical Procedures for Reviews and Audits - 2 hours
Understanding Financial Statement Assertions ***NEW*** - 2 hours
Mix and Match Modules - December 19, 2008 / Instructor (Deborah Rose):
AM Session:  Frequently Asked Questions in GAAP Financial Statements - 4 hours
PM Session:  Planning Cost Efficient and Effective Audits - 4 hours
Delaware
Mix and Match Modules - November 11, 2008 / Instructor (John Fleming):
AM Sessions:  How to Analyze Financial Statements - 2 hours
The Dangers of Improper Revenue Recognition - 2 hours
PM Sessions: Analytical Procedures for Reviews and Audits - 2 hours
Writing Effective SAS 112 Reports **NEW** - 2 hours
Indiana
Accounting and Auditing Forum - September 23, 2008 / Instructor (Gregory Clark, William Loscalzo & John Fleming):
General Session: Accounting Standards Update **NEW**  - 2 hours
Concurrent Session 1:
(select one)		 What's New in Quality Control and Peer Review **NEW** - 2 hours
Using Fair Value Techniques Properly**NEW** - 2 hours
Understanding Financial Statement Assertions ***NEW*** - 2 hours
Concurrent Session 2:
(select one)		 Derivatives in Plain English – 2 hour
Writing Effective SAS 112 Reports **NEW** - 2 hours
Recent Compilation and Review Issues - 2 hours
Concurrent Session 3:
(select one)		 Using Nonstatistical Sampling for Efficient Audits - 2 hours
Reviewing Documentation for Efficiency and Effectiveness - 2 hours
Frequently Asked Questions in GAAP Financial Statements - 4 hours
Mix and Match Modules - October 17, 2008 / Instructor (Rebecca Lee):
AM Session: COSO’s Internal Control Framework - 4 hours
PM Session: Substantive Analytical Procedures Workshop - 4 hours
Mix and Match Modules - October 31, 2008 / Instructor (Rebecca Lee):
AM Session: Using Tax Basis and Other OCBOA Presentations Effectively - 4 hours
PM Session: Analytical Procedures for Reviews and Audits - 2 hours
Kentucky
Accounting and Auditing Forum - December 19, 2008 / Instructor (Rebecca Lee & William Loscalzo):
General Session: Accounting Standards Update**NEW**  - 2 hours
Concurrent Session 1:
(select one)		 Practice Problems with Related Party Transactions - 2 hours
Understanding Financial Statement Assertions ***NEW*** - 2 hours
Concurrent Session 2:
(select one)		 Writing Effective SAS 112 Reports **NEW** - 2 hours
Accounting Issues for Construction Contractors - 2 hours
Concurrent Session 3:
(select one) 		What's New in Quality Control and Peer Review **NEW** - 2 hours
Recent Compilation and Review Issues - 2 hours
Michigan
Mix and Match Modules - June 25, 2008 / Instructor (John Fleming):
AM Session: Frequently Asked Questions in GAAP Financial Statements - 4 hours
PM Session: Analytical Procedures for Reviews and Audits - 2 hours
How to Service Small Client Needs within the Framework of Professional Standards - 2 hours
Nebraska
Mix and Match Modules - July 31, 2008 / Instructor (Gregory Clark):
AM Session: Planning Cost Efficient and Effective Audits - 4 hours
PM Session: COSO’s Internal Control Framework - 4 hours
Nevada
Accounting and Auditing Forum - August 14, 2008 / Instructor (Marge Loscalzo & William Loscalzo):
General Session 1:
(select one)		 Accounting Standards Update**NEW**  - 2 hours
What's New in Quality Control and Peer Review **NEW** - 2 hours
Concurrent Session 1:
(select one)		 Frequently Asked Questions in GAAP Financial Statements (Part 1)
Recent Compilation and Review Issues - 2 hours
Concurrent Session 2:
(select one)		 Frequently Asked Questions in GAAP Financial Statements (Part 2)
Meeting Workpaper Documentation Requirements - 2 hours
   
New Jersey
Accounting and Auditing Forum - November 20, 2008 / Instructor (John Fleming, Marge Loscalzo & William Loscalzo):
General Session 1: Accounting Standards Update**NEW**  - 2 hours
General Session 2: Recent Compilation and Review Issues - 2 hours

Concurrent Session 1:
(select one)

 What's New in Quality Control and Peer Review **NEW** - 2 hours
Using Fair Value Techniques Properly - 2 hours
Understanding Financial Statement Assertions ***NEW*** - 2 hours

Concurrent Session 2:
(select one)

 Common Peer Review Disclosure Deficiencies and How to solve them - 2 hours
Writing Effective SAS 112 Reports **NEW** - 2 hours
Cost Capitalization Principles for Real Estate - 2 hours
North Carolina
Mix and Match Modules - June 16, 2008 / Instructor (Rebecca Lee):
AM Session: Accounting and Auditing Update**NEW** - 4 hours
PM Session: How to Use A SAS 70 Report Properly - 2 hours
Troublesome Accounting and Auditing Issues - A Potpourri of Engagement Issues - 2 hours
Mix and Match Modules - June 17, 2008 / Instructor (Rebecca Lee):
AM Session: Frequently Asked Questions in GAAP Financial Statements - 4 hours
PM Session: How to Analyze Financial Statements - 2 hours
Analytical Procedures for Reviews and Audits - 2 hours
2008 CPE Frenzy - December 10, 2008 / Instructors (William Loscalzo & John Fleming):
Session 1:
(select one)		 Accounting Standards Update**NEW**  - 2 hours
How to Service Small Client Needs within the Framework of Professional Standards - 2 hours
Session 2:
(select one)		 Writing Effective SAS 112 Reports **NEW** - 2 hours
The Dangers of Improper Revenue Recognition - 2 hours
Session 3:
(select one)		 Practice Problems with Related Party Transactions - 2 hours
Understanding Financial Statement Assertions ***NEW*** - 2 hours
Session 4:
(select one)		 Using Fair Value Techniques Properly - 2 hours
Using Nonstatistical Sampling for Efficient Audits - 2 hours
2008 CPE Frenzy - December 11, 2008 / Instructors (William Loscalzo & John Fleming):
Session 1:
(select one)		 Recent Compilation and Review Issues - 2 hours
Planning Cost Efficient and Effective Audits - 4 hours
Session 2:
(select one)		 Accounting Issues for Construction Contractors - 2 hours
Planning Cost Efficient and Effective Audits - (cont'd)
Session 3:
(select one)		 Substantive Analytical Procedures Workshop - 4 hours
Pitfalls and Problems in Financial Statement Disclosures - 4 hours
Session 4:
(select one)		 Substantive Analytical Procedures Workshop - (cont'd)
Pitfalls and Problems in Financial Statement Disclosures - (cont'd)
Rhode Island
Mix and Match Modules - September 25, 2008 / Instructor (Gregory Clark):
AM Sessions:  Derivatives in Plain English – 2 hour
How to Service Small Client Needs within the Framework of Professional Standards - 2 hours
PM Sessions: SAS 94, Internal Controls and Audits of Private Companies - 2 hours
What's New in Quality Control and Peer Review **NEW** - 2 hours
South Carolina
Mix and Match Modules - December 29, 2008 / Instructor (Rebecca Lee):
AM Session:  COSO’s Internal Control Framework - 4 hours
PM Session:  Substantive Analytical Procedures Workshop - 4 hours