Focus on the Quality Toolkit

Date: Thursday, February 4, 2016
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Lisa Simpson, CPA, CGMA, Technical Manager, AICPA and Sharon Trabbic, AAAPM, Chief Operating Officer, William Vaughan Company
Objective(s):
Learning Objectives include: 1) Review resources developed to help your firm invigorate the focus on quality, including evaluating the tone at the top and engagement risk; 2) Review proposal tools to help your firm articulate its commitment to quality; 3) Review quality control and peer review resources including practice aids.
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

This one-hour MAPCast, Focus on the Quality Toolkit, will highlight that for the past several years audit quality has surfaced as a focus for both public and private companies. The PCPS Invigorate the Focus on Quality toolkit contains resources to help invigorate the focus on quality in your practice. In this webinar we will explore the toolkit resources that can help make your firm’s audit practice more profitable by focusing on quality and identifying and addressing risks in your audit practice. We’ll also review tools you can use to demonstrate audit quality and articulate it as a competitive edge to clients.

Presenter and Moderator Bios
Lisa Simpson, CPA, CGMA is a Technical Manager with the AICPA’s Firm Services team. She has over 11 years of experience in public accounting in both a large firm and small firm environment, along with several years of industry experience. Lisa is responsible for developing resources that help practitioners keep up with accounting and auditing issues. She is currently president of the Triangle Chapter of the North Carolina Association of CPAs. Lisa has a B.B.A. in Accounting from Eastern Kentucky University.

Sharon Trabbic, AAAPM serves William Vaughan Company as its Chief Operating Officer. Her responsibilities include oversight of the firm’s human resources, facilities, internal accounting and technology areas, as well as management of the firm’s support staff. She holds a Bachelor of Science in Business Management degree from the University of Findlay graduating Summa cum Laude. She is a member of the Ohio Society of Certified Public Accountants and has served as President of the Ohio Chapter of the CPA Firm Management Association and currently serves as the National Director of Education. As a member of Maumee Rotary, she serves the club as its Technology Chair and Marketing/PR Chair, and she is also on the Board of Directors of The D.O.V.E. Fund, a worldwide organization helping the people of Vietnam. Prior to joining William Vaughan Company, Sharon owned a fulfillment and database management company in the Chicago area, worked as Business Manager for a large Toledo advertising agency, and served as a manager in the GM Card Division of General Motors.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.