- Assess AI-generated results with professional skepticism and learn to leverage effective prompts for more accurate audits and forecasts.
- Examine recent changes to compilation and review standards as well as ways AI is being used to improve engagement consistency and efficiency.
- Determine how types of going concern disclosures contribute to the financial context of an organization.
As business evolves so do the accounting and auditing functions for it. Connect with others in the field to examine changes, trends and best practices.
Looking for extra flexibility? You can attend the program virtually, instead. Click here for details on the virtual option.
PRICING DETAILS
Register early to
take advantage of the best price! Please note, discounted pricing is already
reflected in the online price. No promo code is needed.
Through April 22:
$239 MICPA Members/ $389 Non-Members
April 23 - May 6: $259 MICPA
Members/ $409 Non-Members
May 7 - May 20: $279 MICPA Members/ $429
Non-Members
- Accounting
- Auditing
- Regulatory Ethics
After registering for this event, you can customize your sessions via 'My Registrations'
KEYNOTE PRESENTATION - AI Results for Skeptics 1.0 AA Details
AI Results for Skeptics
Artificial
intelligence is empowering the profession, helping auditors and accountants
provide clients with more accurate audits and forecasts. Great power, however,
cannot go unchecked by reasonable skepticism. Form a practical approach to
assessing AI results with professional skepticism and learn how to create
effective prompts to get cleaner results.
Greg Frazier, CPA
– Greg Frazier, CPA, PLLC, Detroit
09:35 AM - 10:25 AM
Giving Purpose to
Procedures
Analytical procedures are used throughout the audit
process for risk assessment, planning, and developing conclusions. Analytics may
also provide substantive audit evidence to supplement tests of details.
Moreover, they are required for review engagements and offer insights for other
engagements. We discuss the primary roles of analytical procedures then
illustrate examples that you can consider for your own professional
endeavors.
Dr. Christopher J. Harper, CPA, MBA – Director of
Education & Assistant Professor, Grand Valley State University Seidman
College of Business, Grand Rapids
The Case for AI in Auditing
Explore
the issues driving the surge of AI in the auditing realm, including risk
assessment, data analysis and more efficient, more accurate audits. Then,
examine recent case studies to explore best practices and considerations for
maintaining high professional judgement, skepticism and auditor
responsibility.
Speaker to be
announced
10:35 AM - 11:25 AM
Accounting for Clients in Cash-Heavy &
High-Risk Industries
Industries that deal largely in cash or carry
high risk provide an attractive landscape for fraud. Identify industries where
fraud is most common and determine the key factors that contribute to weak
internal control structures. Then, develop specific procedures for detecting
fraud and managing risk.
Speaker to be
announced
Engagement letters are more than risk management tools—they document the ethical foundation of the CPA–client relationship. Examines how engagement letters support compliance with the AICPA Code of Professional Conduct, including conflict of interest disclosures, confidentiality requirements, communication with predecessor auditors, and transparency in scope and responsibilities. Evaluate how clear documentation and thoughtful engagement terms reinforce integrity, objectivity, and professional judgment in practice.
Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe PC, Troy
11:35 AM - 12:25 PM
Apply the new fair-value model to measure and report crypto assets with confidence as accounting requirements shift. Strengthen recognition, remeasurement, and disclosure practices, reinforce internal controls, and document assumptions to withstand audit scrutiny. Avoid common valuation and documentation pitfalls while navigating increased financial statement volatility under the updated standard.
Speaker to be announced
Engagement letters are more than risk management tools—they document the ethical foundation of the CPA–client relationship. Examines how engagement letters support compliance with the AICPA Code of Professional Conduct, including conflict of interest disclosures, confidentiality requirements, communication with predecessor auditors, and transparency in scope and responsibilities. Evaluate how clear documentation and thoughtful engagement terms reinforce integrity, objectivity, and professional judgment in practice.
Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe PC, Troy
AFTER LUNCHEON PRESENTATION - SSARSs in Focus: Standards Updates, AI Applications, & Practice Pitfalls 1.0 AA Details
Changes to compilation and review standards continue to shape how practitioners plan, perform, and document these engagements. Examine the most significant rule changes affecting compilations and reviews, practical ways you can use artificial intelligence to improve efficiency and consistency and explore common pitfalls that create risk in these engagements. Come away with actionable insight to strengthen compliance, leverage emerging tools, and avoid recurring problem areas in comp and review work.
Jennifer F. Louis, CPA – Founder, Emergent Solutions Group, Charlotte, NC
02:10 PM - 03:00 PM
Do you trust your own judgement? Review the most common peer review deficiencies, from overstated inventory to expense manipulation, and learn to identify the subtle financial statement fraud signals often overlooked by even the most seasoned practitioners.
Speaker to be announced
Providing disclosures related to an entity’s ability to maintain operations for a reasonable period of time is a crucial tool for decision makers, but financial statement preparers and auditors must be able to discern what information is most relevant. Analyze what information should be included in going concern disclosures, including off-balance sheet items such as credit lines or other items not part of the company’s balance sheet, but still contribute to the overall financial context of an organization.
Jennifer F. Louis, CPA – Founder, Emergent Solutions Group, Charlotte, NC
03:10 PM - 04:00 PM
Prospective financial engagements require careful judgement around the type of information presented and the level of service provided. Explore the differences between forecasts and projections, examine the three primary services applicable – examination, agreed-upon procedures and compilation – and review the related reporting requirements.
Duane Reyhl, CPA, CGMA – Audit & Accounting Partner, AHP, Midland
Restatement Strategies: Awareness &
Avoidance
A 2025 report published by the Public Company Accounting
Oversight Board (PCAOB) demonstrated a correlation between auditor turnover and
increases in the rate of “Big R” restatements. Analyze the various factors that
drive increases in errors and restatements, especially when there is a change in
auditors. Learn tips and strategies for avoiding financial statement
restatements and reissuances.
Jennifer F. Louis, CPA –
Founder, Emergent Solutions Group, Charlotte, NC
04:10 PM - 05:00 PM
Navigate shifting markets with confidence by applying business valuation standards to real-world uncertainty. Strengthen professional judgment, document assumptions clearly, and defend conclusions with credible data when volatility, changing guidance, and limited comparables complicate the picture. Leave equipped to deliver valuations that are consistent, compliant, and decision-ready—even when conditions won’t sit still.
Kerry Bean, CPA, ABV – Managing Director of Valuation Services, Hungerford, Grand Rapids
The AICPA’s quality management standards became effective on Dec. 15, 2025 and brought significant changes to firms' processes. Explore lessons learned, including approaches to risk assessment and developing right-sized policies and procedures. Compare how the standard affected smaller firms as compared to larger firms. Discuss how these changes will affect your 2026 peer review and what you need to know to perform effective monitoring and to stay on the path toward a successful peer review.
Duane Reyhl, CPA, CGMA – Audit & Accounting Partner, AHP, Midland
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