Summer Acct Audit
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FAE’s Summer 2004Accounting andAuditing CoursesISSUESEXPERTSSOLUTIONSSarbanes–Oxley to Controllers’ Workshops from:— Barden — — Crystal — — Gorman — — Levitin — — Plostock — — Poole — To register or for more information,visit www.nysscpa.org or call (800) 537-3635.COURSE INFORMATION:Fields of Study: Accounting/AuditingRecommended CPE Credits: 4/8NYSSCPA Member Fee: $135/$270Nonmember Fee: $150/$300Time: 9:00 am–5:00 pm, unless otherwise indicated.(Check-in begins at 8:30 am, foundation for accountingunless otherwise indicated.)FAEeducationImprove your skills today to comply with Sarbanes–Oxley!FAE’s Controllers WorkshopPresented by John Barden, CPA, CFEJohn Barden is a Certified Fraud Examiner and Certified Public Accountant in New YorkState with over 20 years of public and corporate accounting experience. John is theowner of Bardensbookit Corporation (www.bardensbookit.com), a Forensic Accountingfirm in Vestal, New York. John is an Accounting Lecturer at Binghamton University, teach-ing Forensic Accounting, Principles of Accounting, and Managerial Accounting. Johngraduated from St. John Fisher College in Rochester, New York, with a BS in Accountingin 1983, and an MBA from Manhattan College in New York City in 1988.Take control of your career today and be prepared to meet the standards ofSarbanes-Oxley! Attend this workshop for members in industry who have left public accounting ormembers who are controllers, assistant ...
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FAE’s Summer2004 Accounting and Auditing Courses ISSUES EXPERTS SOLUTIONS
Sarbanes–Oxley to Controllers’ Workshops from:
To register or for more information, visit www.nysscpa.org or call (800) 537-3635.
—Barden— —Crystal— —Gorman— —Levitin— —Plostock— —Poole—
COURSE INFORMATION: Fields of Study:Accounting/Auditing Recommended CPE Credits:4/8 NYSSCPA Member Fee:$135/$270 Nonmember Fee:$150/$300 Time:9:00 am–5:00 pm, unless otherwise indicated. (Check-in begins at 8:30 am, unless otherwise indicated.)
f o u n d a t i o n f o r a c c o u n t i n g FAe dEu c a t i o n
Improve your skills today to comply with Sarbanes–Oxley!
FAE’s Controllers Workshop Presented by John Barden, CPA, CFE John Barden is a Certified Fraud Examiner and Certified Public Accountant in New York State with over 20 years of public and corporate accounting experience. John is the owner of Bardensbookit Corporation (www.bardensbookit.com), a Forensic Accounting firm in Vestal, New York. John is an Accounting Lecturer at Binghamton University, teach-ing Forensic Accounting, Principles of Accounting, and Managerial Accounting. John graduated from St. John Fisher College in Rochester, New York, with a BS in Accounting in 1983, and an MBA from Manhattan College in New York City in 1988.
Take control of your career today and be prepared to meet the standards of Sarbanes-Oxley!Attend this workshop for members in industry who have left public accounting or members who are controllers, assistant controllers, or accounting managers with less than ten years of professional experience.
Highlights: • Managing transaction handling and overview of accounting systems • Implementing accounting policy and organization support • Developing an internal control structure to safeguard assets • Strategic budgeting and planning for accounting departments
7/07/04 8/20/04 Rochester 8/24/04 8/27/04 8/31/04
Albany 21162571 Westchester New York City Nassau/Suffolk Border
Course Level:Basic/Intermediate Prerequisite:None Field of Study:Accounting Recommended CPE Credit:8 hours Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300
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FAE’s Compilation and Review Update 2004 Presented by Mel Crystal, CPA
Mel Crystal is a member of the AICPA, the NJSCPA, and the NYSSCPA, and is a prac-ticing CPA with an office in Freehold, N.J. He is a qualified team captain conducting Peer Reviews under the AICPA Monitoring Program and has served for seven terms on the Peer Review Committee of the NYSSCPA. He is currently serving his seventh term on the Professional Ethics Committee of the NYSSCPA, currently as vice chair.
Compilations and reviews are essential services for owners and lenders.This can’t-miss course reviews in detail the Statements on Standards for Accounting and Review Services and the re-cent modifications and interpretations of these standards by the AICPA.
Highlights: • Understand the rules for engagements and the issues raised by practitioners concerning those rules • Basic requirements for reviews and compilations • Find out how the Sarbanes-Oxley Act affects compilations and reviews
7/14/04 7/19/04 7/20/04 7/27/04 8/03/04 8/12/04 8/19/04 8/25/04
Nassau/Suffolk Border Buffalo Albany Westchester Nassau Rochester New York City Syracuse
Course Level:Update Prerequisite:Basic compilation and review knowledge Field of Study:Auditing Recommended CPE Credit:4 hours Course Time:1:30pm–5:00pm (Check-in begins at 1:00pm.) NYSSCPA Member Fee/Nonmember Fee:$135/$150
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New!
Turn your writing into a professional asset
With Mark Gorman, CPA FAE’s Business Writing for Accountants
Mark Gorman is an author, lecturer, and consultant with 25 years of experience as an auditor and financial manager. He also has served as a volunteer treasurer and board member of a number of community-based organizations. Mr. Gorman has worked as an adjunct professor of Accounting and Economics at the University of Vermont, Vermont State College, and Sonoma State University and taught seminars for the AICPA, the Foundation for Accounting Education, and the CPE Corp. He has made presentations at AICPA national conventions and other professional forums. He has authored articles appearing in theJournal of Accountancy and Philanthropymonthly, and written one- and two-day CPE courses for the AICPA and FAE.
Benefits: • Grab the reader’s attention and hold it throughout your message • Develop a voice and style conducive to your message and audience • Avoid writing pitfalls that lead to dull, unreadable documents
7/06/04 7/07/04 7/12/04 7/13/04
Nassau/Suffolk Border New York City Mid-Hudson Westchester
Course Level:Basic Prerequisite:None Field of Study:Accounting Recommended CPE Credit:8 hours Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300
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New!
Get the latest internal control attestation and reporting requirements!
The Sarbanes-Oxley Act: The CPA’s Guide to Implementing Its Requirements Presented by Moshe S. Levitin, CPA, MBA Moshe S. Levitin, a Principal of Lazar Levine & Felix LLP, is a Director of the firm’s SEC Practice Group and its litigation support services department. In addition to public ac-counting, he has held positions with the SEC, FASB, and the AICPA. Mr. Levitin’s col-umn on emerging accounting issues appeared in theJournal of Accountancyfor several years. He wrote an AICPA course, Helping Your Small Business Client Go Public, and the chapter “ASEC Reporting@” in theAICPA VestPocket Accounting and Auditing Reference. He has written or edited theAICPA Audit and Accounting Manual; the AICPA Integrated Practice System Audit, Compilation, andReviewmanuals; and AICPA industry disclosure checklists and technical practice aids. Mr. Levitin is a member of the NYSSCPA’s SEC Practice Committee and Litigation Services Committee. He has taught courses for the NYSSCPA, the AICPA, and at several universities.
Enacted primarily in reaction to the Enron and WorldCom debacles, the Sarbanes-Oxley Act of 2002 is far-reaching legislation designed to increase the reliability of financial information.
Benefits Include: • Thoroughly understand new internal control attestation and reporting requirements • Get the latest information on PCAOB activities and rulemaking • Find out what disclosures the SEC expects • Opportunities for CPA firm practice development
8/11/04 8/12/04 8/16/04 8/19/04 8/24/04 8/27/04
New York City 23148511 Syracuse 23148551 Albany 23148541 Nassau/Suffolk Border 23148521 Buffalo 23148581 Westchester 23148531
Course Level:Intermediate/Advanced Prerequisite:Basic knowledge of SEC accounting/reporting requirements Field of Study:Auditing Recommended CPE Credit:8 hours Course Time:begins at 8:30am.)9:00am–5:00pm (Check-in NYSSCPA Member Fee/Nonmember Fee:$270/$300
Three new technical courses from Mark A. Plostock, CPA.
Tired of being the only one in the dark? This course spotlights what QuickBooks can do for your practice. FAE’s QuickBooks Hands-on Workshop Presented by Mark A. Plostock, CPA
Mark A. Plostock, CPA, is a sole practitioner from Syosset, New York. He has used his 30-plus years as a practitioner to teach other accountants not only the technical sub-stance but practical approaches to applying it. He has been a long-standing member and Chair of the NYSSCPA’S Nassau Chapter Taxation Committee. He possesses teach-ing expertise not only on New York State Taxation but also on the subjects of computer-ized tax research and other technologies. He has written articles forThe CPA Journal andAICPA Software Tools Newsletterand has been interviewed byTax Hotlineand U.S. News & World Report. Over the years he has taught for the AICPA as well as sev-eral State Societies. Mr. Plostock is a member of the Quinnipiac University Accounting Advisory Board.
Benefits: • Setting up charts of accounts, focusing on integrating receivables, payables, invoicing, and payroll • Exporting and importing data • Sample charts of accounts and reports will be included on CD to take back to the office
8/02/04 8/09/04 8/16/04
Rochester Nassau/Suffolk Border New York City
21513571 21513521 21513511
Hands-on intense workshop of getting up to speed and understanding what Intuit’s QuickBooks has to offer.Participants must bring their LAPTOP to class.The latest limited use version of QuickBooks will be distributed and installed at the seminar.
Course Level:Basic/Intermediate Prerequisite:None Field of Study:Accounting; Specialized Knowledge and Applications Recommended CPE Credit:8 hours: 4 hours Accounting; 4 hours Specialized Knowledge and Applications Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300
Have you already seen the light? If you’re already comfortable with the basics, it’s time to do more for your company and clients!
FAE’s QuickBooks The Next Level: Creating Meaningful Financial Reports Presented by Mark A. Plostock, CPA
Benefits: • Create reports, such as sales analysis, customized payroll reporting, and inventory analysis • Build other reports with QuickBooks data in other programs • Plus: Sample reports will be included on CD to take back to the office
8/03/04 8/10/04 8/17/04
Rochester Nassau/Suffolk Border New York City
21514571 21514521 21514511
This course is a hands-on intense workshop of extracting information to create meaningful reports. Participants must bring their LAPTOP to class.The latest limited-use version of QuickBooks will be distributed and installed at the seminar. Course Level:Basic/Intermediate Prerequisite:QuickBooks Hands-on Workshop or working knowledge of QuickBooks Field of Study:Accounting; Specialized Knowledge and Applications Recommended CPE Credit:8 hours: 4 hours Accounting; 4 hours Specialized Knowledge and Applications Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300
New!
Expert accounting and auditing knowledge is the path to success.
FAE’s Accounting Update 2004 Partner with FAE andRaymond L. Poole for the latest professional updates.
Raymond L. Poole, CPA, is a practitioner and an instructional design specialist with over 25 years’ experience in public accounting. Since establishing his consulting practice in 1983, he has been a consultant to numerous small and medium-sized accounting firms in the tri-state area. His services include consulting reviews in preparation for peer re-views; developing and presenting in-house training programs; performing annual quality-control inspections; and identifying opportunities to be more efficient when providing ac-counting and auditing services. Mr. Poole serves as the Director of Auditing for the firm of Prager and Fenton LLP, a medium-sized international public accounting firm with its principal office located in New York City. In this capacity he consults with partners and staff on all audit issues. In addition, he serves as Director of Quality Control and is responsible for the firm’s compliance with its quality-control policies and procedures. For the last six years he has written and taught Continuing Professional Education seminars throughout New York State for the Foundation for Accounting Education in matters dealing with accounting, auditing, and financial reporting. Mr. Poole has also developed and taught seminars for the AICPA, several state societies of CPAs, and public companies, including AT&T, Lucent Technologies, and Independence Blue Cross.
Featuring: • SFAS 150 • SFAS 149 • Amendment of SFAS 133 on derivative accounting • SFAS 148 • SFAS 146 • SFAS 144 • SFAS 143, and all exposure drafts outstanding
Receive an overview of all recently issued accounting standards as well as addi-tional implementation guidance on frequently encountered standards.
7/07/04 7/13/04 7/19/04 7/28/04 8/05/04 8/10/04 8/17/04 8/25/04
Nassau Rochester Westchester Albany Nassau/Suffolk Border Buffalo Syracuse New York City
Course Level:Update Prerequisite:None Field of Study:Accounting Recommended CPE Credit:8 hours Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300
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New! FAE’s Auditing Update 2004 Gain an understanding of the audit process and related requirements in this time of change for the auditing profession.
Featuring: • Standards issued by the PCAOB • Issues from the AICPA 2003/2004 Audit Alert • SAS 100 on Interim Financial Information • SAS 99 on Consideration of Fraud in a Financial Statement Audit • SAS 96 • SAS 95 • SAS 94 • Plus all other new developments
Author/Discussion Leader: Raymond L. Poole, CPA
7/08/04 7/14/04 7/20/04 7/29/04 8/06/04 8/11/04 8/18/04 8/26/04
Nassau Rochester Westchester Albany Nassau/Suffolk Border Buffalo Syracuse New York City
Course Level:Update Prerequisite:None Field of Study:Accounting Recommended CPE Credit:4 hours Course Time:9:00am–12:30pm (Check-in begins at 8:30am.) NYSSCPA Member Fee/Nonmember Fee:$135/$150
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FAE’s Analytical Procedures: Using Them Effectively to Improve Efficiency Should analytical procedures have caught today’s corporate scandals when tests of details were not effective? Learn to cost-effectively apply analytical techniques in your audit and review engagements.
Author/Discussion Leader: Raymond L. Poole, CPA
6/30/04
New York City
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Participants are required to bring a calculator for this seminar.
Course Level:Intermediate Prerequisite:None Field of Study:Accounting Recommended CPE Credit:8 hours Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300
New! FAE’s Compilation and Review: In-Depth Analysis Using Case Studies Learn by example! Enhance your knowledge about the latest developments affecting compilation and re-view services through the extensive use of case studies.
7/09/04 7/16/04 7/21/04 7/27/04 8/12/04 8/19/04 8/27/04
Nassau Rochester Westchester Albany Buffalo Syracuse New York City
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Course Level:Intermediate/Advanced Prerequisite:None Field of Study:Auditing Recommended CPE Credit:8 hours Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300 FAE’s Financial Statement Disclosures for Small to Medium-Sized Businesses Preparing statements for small to medium-sized businesses is a major responsibility. Gain an in-depth understand-ing of financial statement disclosure requirements typically encountered by small to medium-sized businesses.
6/29/04 7/15/04 8/04/04
New York City Rochester Nassau/Suffolk Border
21123511 21123571 21123522
Course Level:Basic Prerequisite:None Field of Study:Accounting Recommended CPE Credit:8 hours Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300 FAE’s Planning the Small Business Audit With the issuance of SAS 99, even the audits of small to medium-sized businesses have been significantly impacted. It’s no longer a simple matter of assessing control risk at maximum, then designing substantive tests. This course will prepare you to make the necessary adjustments to your audits.
8/30/04
New York City
Course Level:Intermediate Prerequisite:Engagement management experience Field of Study:Auditing Recommended CPE Credit:8 hours Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300
21121511
New!
FAE’s Internal Controls for Practitioners and Controllers
Failures in internal controls can cost businesses millions! This seminar provides the basic understanding of what constitutes effective internal controls to ensure fair financial reporting and protection of assets. You’ll learn to design and implement them.
Author/Discussion Leader: Raymond L. Poole, CPA
7/08/04 7/14/04 7/20/04 7/29/04 8/06/04 8/11/04 8/18/04 8/26/04
Nassau Rochester Westchester Albany Nassau/Suffolk Border Buffalo Syracuse New York City
Course Level:Update Prerequisite:None Field of Study:Auditing Recommended CPE Credit:4 hours Course Time:1:30pm–5:00pm (Check-in begins at 1:00pm.) NYSSCPA Member Fee/Nonmember Fee:$135/$150
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FAE’s Designing Effective Tests of Internal Controls Assessing internal controls is now a major responsibility in the auditing process. This course will enable you to design and execute effective and efficient tests of controls over financial re-porting, asset protection, and compliance with OMB A-133 or other regulatory requirements.
Author/Discussion Leader: Raymond L. Poole, CPA
8/31/04
New York City
Course Level:Intermediate/Advanced Prerequisite:Basic auditing knowledge and experience Field of Study:Auditing Recommended CPE Credit:8 hours Course Time:9:00am–5:00pm NYSSCPA Member Fee/Nonmember Fee:$270/$300
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