CPE Course Compliance Auditing from Start to Finish

May 22, 2019

8:30am — 4:15pm

Location Manchester

Member Price $279.00
Non-member Price $379.00

Curriculum Accounting & Audit, Yellow Book

Field of Interest Auditing, Government (General)

Level Beginning

Designed For

Audit practitioners working on nonprofit and/or public sector clients who need audits performed in accordance with the Yellow Book and the Uniform Guidance. Also for accountants in nonprofit or government organizations that need a compliance audit. This course does not specifically address HUD or student financial aid issues.

8.00 credits

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Objective

Participants will be able to:
• Identify and implement changes made to professional standards
• Understand the recent changes to Government Auditing Standards
• Identify and implement the changes brought about by the Uniform Guidance
• Plan, perform, and properly document work performed
• Identify the appropriate findings to report
• Identify the appropriate compliance opinion to use
• Write appropriately worded findings and draft applicable reports using the appropriate report forms

Highlights

Participants will walk through a single audit from start to finish. Emphasis will be on recent changes to compliance auditing, frequently missed areas as identified by federal agencies, pass-through entities, and peer reviewers and the new version of the Yellow Book. At the conclusion of this session, participants should feel more comfortable with their level of documentation skills and more confident that their work will stand up to peer review or review by governmental agencies.

Instructors

Allen Fetterman, CPA

Allen L. Fetterman, CPA, licensed as a CPA in New York, has been a discussion leader for Loscalzo Institute, a Kaplan company, for 13 years.Allen retired in 2003 from Loeb & Troper, where he spent 36 years serving not-for-profit organizations as an auditor and consultant, and the last 25 years as a partner. In addition to his client responsibilities, he was the partner in charge of the firm’s quality control and technical resources.Allen lectures extensively throughout the country on not-for-profit accounting, auditing, single audits, tax-exempt issues, and governance. Allen was an assistant professor of accounting at a college and has been a guest lecturer at Yale University and New York University. He is a past recipient of both the AICPA’s and FAE’s Outstanding Discussion Leader Award. He has written articles published in national accounting periodicals in the United States and Israel on accounting and taxes for not-for-profit organizations.Allen has served on the AICPA’s Not-for-Profit Organizations Committee, Not-for-Profit Audit and Accounting Guide Task Force and Joint Trial Board. He has chaired the New York State Society of CPAs Not-for-Profit Organizations, Professional Ethics, Audit, and Quality Controls Committees and the AICPA Joint Trial Board. He also served as Vice President of New York State Society of CPAs. Allen has served on the governing boards of not-for-profit organizations, including positions as President, Treasurer and Chair of the Audit Committee and the Finance Committee.Allen received his BBA in accounting from The City College of New York in 1968 and his MBA in accounting from the Bernard M. Baruch College in 1972. He was elected to Beta Gamma Sigma, the national honorary society in business. He received his CPA certificate in 1973, and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.close

Prerequisites

Developer

Loscalzo Associates, Ltd.

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