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Start:

October 26, 2023 8:45am

End:

October 26, 2023 12:15pm

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Course Code:

23102

Categories:

Auditing

Credits:

4.00

Course Level:

Basic

Fees

Member: $219.00

Non-Member: $279.00

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Vendor:

Kaplan Performance Academy

Location:

Remotely Delivered CPE
Virtual Learning
--, RI 00000
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Check-in starts at 8:30am

Leader:

Licensed as a CPA in Georgia and North Carolina

Marci Thomas, CPA, MHA, is an author and discussion leader for Loscalzo Associates Ltd. Ms. Thomas is a principal and director of quality control for Metcalf-Davis, a CPA firm in Atlanta. She is also a clinical assistant professor at the University of North Carolina at Chapel Hill where she teaches Healthcare Consulting, Governance and Internal Control. Ms. Thomas also works with accounting firms, performing quality control and efficiency reviews. She works with nonprofit boards on strategic planning and governance issues.

From 1986 through 1999 and again in 2005, Ms. Thomas worked for Deloitte, primarily in the accounting and advisory services department. Most recently, she was Director in Deloitte Consulting in strategy and operations practice in the Atlanta office. Marci specializes in working with not-for-profit organizations including those in the healthcare and higher education arenas. In addition to those areas she is also a nationally recognized author and speaker on OMB Circular A-133 and Governance.

Ms. Thomas received her Bachelor in Business Administration with a concentration in accounting from the Georgia State University and her Masters in Health Administration at the University of North Carolina at Chapel Hill. She is a frequent speaker at local, regional and national conferences.

Ms. Thomas serves on the Board of Directors for the North Carolina Association of CPAs and is also a member of the Not-for-Profit Committee. She is a member of the peer review committee for the Georgia Society of CPAs and is also on the Peer Review Advisory Board. Ms. Thomas also serves on the audit committee of the Marine Conservation Biology Institute..

In addition to writing numerous training manuals for Loscalzo Associates Ltd., she is co-editor and author of a book published by Jossey Bass in 2004, Essentials of Physician Practice Management. Her new book, Best of Boards: Sound Governance and Leadership for Nonprofit Organizations was published by the AICPA in June 2011 and is on its second printing. She is presently working on a book on Health Care Financial Management which is expected to be published by Wiley Publishing in 2013.
...

Yellow Book:

No

FAQ - Audit Issues

Description:

Using the popular "Frequently Asked Questions" format, this session will take a deeper dive into issues where auditors and accountants continue to have questions. It will deal with risk assessment implementation issues, efficiency issues for smaller clients, sampling, and more. Participants will be able to efficiently apply auditing literature to a variety of troublesome issues. Prerequisites/Advanced Preparation:Basic audit and accounting experience Qualifies for the 24-hour Yellow Book requirement. Determination as to the qualification of certain courses for the Yellow Book 24-hour requirement should be made on an auditor-specific basis depending on that auditor's Yellow Book clients. Note that the determination of course qualification is a matter of an auditor's professional judgment in consultation with appropriate individuals in the audit firm. The 24 hours are a subset of the 80-hour requirement.

Objectives:

Participants will be able to efficiently apply auditing literature to a variety of troublesome issues.

Prerequisites:

Basic audit and accounting experience

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