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Virginia Accounting & Auditing Conference

Roanoke | September 23–24

Welcome to the Virginia Accounting & Auditing Conference!


Monday, Sept. 23, 2024

7 – 8 a.m. Registration & Continental Breakfast
 
North Entry Foyer   
8 – 8:10 a.m. Welcome & Opening Remarks Roanoke C-H   

8:10 – 9 a.m.

 

 

 

1.  Is Auditor Bias Inhibiting the Ability to Find and Report Fraud?
David Cotton, CFE, CGFM
This session will explain how biases can creep into our work, and how we can deal with them effectively so that we remain the most respected business professionals.
Credit: Accounting - 1

Roanoke C-H 

Materials

9 – 9:15 a.m. Networking Break Roanoke Foyer  

9:15 – 10:55 a.m. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2A. FASB Update
Renee Rampulla, CPA, CGMA 
Get up to speed on recently issued and effective accounting guidance issued by the Financial Accounting Standards Board (FASB). Obtain an overview of the topics on the FASB's technical agenda.
Credit: Accounting - 1 & Auditing - 1

2B. Tax Update: What to Watch For
Vivian J. Paige, CPA, MBA, MS, CGMA
Review the latest developments in taxation as it relates to 2024 and beyond. With an emphasis on federal taxation, topics include both passed and pending legislation.
Credit: Taxation - 2

2C. Emerging Developments & Issues for the Economy & Business
Jeff Lewis, CPA, MBA, RR, CTP, CCM 
It feels as if no country, economy or industry around the globe has seemingly been spared in some way from the impacts stemming from: price inflation fluctuations; energy or environmental shocks; a rising and uncertain interest rate environment; pre-and-post-pandemic-era labor market changes; the perils and prospects for AI and the advancements in other technologies; or record levels of human migration. 
Credit: Economics - 1 & Finance - 1

2D. Ripped From The Headlines - Outrageous Tales Of Cybercrime
Randy Johnston, MCS
Attend this session and learn more about how high-profile control failures occurred so you can be more effective at preventing crimes in your organization.
Credit: Information Technology - 2

2A. Roanoke C-H

2B. Roanoke A

2C. Buck Mountain 

2D. Roanoke B

 

 

 

 

 

 

 

 

 

 

 

 

2A. Materials

2B. Materials

2C. Materials

2D. Materials

 

 

 

 

 

 

 

 

 

 

 

 

10:55 – 11:10 a.m.  Networking Break Roanoke Foyer  

11:10 a.m. – 12 p.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

3A. Navigating New Frontiers: Smart Strategies for AI and Automation in Accounting
Randy Lowman
This session will equip you with the foundational knowledge needed to initiate AI and automation in your organization, enabling you to boost productivity and improve decision-making capabilities.
Credit: Information Technology - 1

3B. Best Practices for Reviews, Compilations and Financial Statement Preparation Engagements
Mike Glynn, CPA, CGMA 
In this session, we’ll discuss best practices for reviews, compilations and financial statement preparation engagements with a heavy focus on planning and performing analytical procedures in a review engagement including developing and documenting expectations.
Credit: Auditing - 1

3C. Auditing Update: Part 1
Sara Watson
Review several new auditing standards such as risk assessment (including ITGCs), estimates, group audits, specialists and more.
Credit: Auditing - 1

3D. Privacy Issues and Solutions - What You Need To Know 
Randy Johnston, MCS
This session will teach you where your critical threats are and what information you may already have at risk. More importantly, you will learn how to manage and mitigate privacy risks. 
Credit: Information Technology - 1

3A. Roanoke C-H

3B. Roanoke A 

3C. Buck Mountain 

3D. Roanoke B

 

 

 

 

 

 

 

 

 

 

3A. Materials

3B. Materials

3C. Materials

3D. Materials

 

 

 

 

 

 

 

 

 

 

12 – 1 p.m. Networking Lunch Crystal Ballroom  

1 – 1:50 p.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4A. FASB Update: Part 1 (REPEAT of 2A)
Renee Rampulla, CPA, CGMA 
This two-part session will get you up to speed on recently issued and effective accounting guidance issued by the Financial Accounting Standards Board (FASB). Obtain an overview of the topics on the FASB's technical agenda.
Credit: Accounting - 0.5 & Auditing - 0.5

4B. Best Practices for Reviews, Compilations & Financial Statement Preparation Engagements (REPEAT of 3B)
Mike Glynn, CPA, CGMA 
In this session, we’ll discuss best practices for reviews, compilations and financial statement preparation engagements with a heavy focus on planning and performing analytical procedures in a review engagement including developing and documenting expectations. We will also cover effective documentation with respect to designing and performing review procedures based on the accountant’s risk awareness.
Credit: Auditing - 1

4C. Auditing Update: Part 2
Sara Watson
During this two-part session, you'll review several new auditing standards such as risk assessment (including ITGCs), estimates, group audits, specialists and more.
Credit: Auditing - 1

4D. Accounting Automation
Randy Johnston, MCS
This session will teach you how easy and profitable accounting automation can be. Learn how to automate many traditional accounting processes, often with technology you already own. 
Credit: Information Technology - 1

4A. Roanoke A  

4B. Buck Mountain

4C. Roanoke B

4D. Roanoke C-H

 

 

 

 

 

 

 

 

 

 

 

 

4A. Materials

4B. Materials

4C. Materials

4D. Materials

 

 

 

 

 

 

 

 

 

 

 

 

1:50 – 2 p.m. Networking Break  Roanoke Foyer   

2 – 2:50 p.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5A. FASB Update: Part 2 (REPEAT of 2A)
Renee Rampulla, CPA, CGMA 
This two-part session will get you up to speed on recently issued and effective accounting guidance issued by the Financial Accounting Standards Board (FASB). Obtain an overview of the topics on the FASB's technical agenda.
Credit: Accounting - 0.5 & Auditing 0.5

5B.  8,000 Days
Jaret Mutter 
With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.  
Credit: Finance - 1

5C. Tips for Developing your QM System and Passing Peer Review
Jim Brackens, CPA, CGMA
This session will help you get out of the "check the box" mentality that can be done with the current standards. You will also discover what needs to be in place to help pass peer review.
Credit: Accounting - 0.5 & Auditing - 0.5

5D. Implementing Data Loss Prevention for Better Security and Privacy
Randy Johnston, MCS
Learn the fundamentals of DLP and, through demonstrations, see how you can use it to enhance organizational security. You do not want to miss this chance to learn about one of the most innovative security options available!
Credit: Information Technology - 1

5A. Roanoke A 

5B. Roanoke B

5C. Buck Mountain

5D. Roanoke C-H

 

 

 

 

 

 

 

 

 

 

 

 

5A. Materials

5B. Materials

5C. Materials

5D. Materials

 

 

 

 

 

 

 

 

 

 

 

 

2:50 – 3 p.m. Networking Break Roanoke Foyer   

3 – 3:50 p.m. 

 

 

6. Demystifying AI for CPAs
Mailyn Fernandez
Explore how to leverage AI effectively in your professional workflows. This session provides a clear understanding of how generative AI tools function and their practical applications in accounting. 
Credit: Information Technology - 1

Roanoke C-H 

 

 

Materials

 

 

3:50 –  4 p.m. Networking Break Roanoke Foyer   

4 – 4:50 p.m. 

 

 

 

 

 

7. AICPA Update: The Future of the Profession
Jim Brackens, CPA, CGMA
Learning objectives:
  • Assess the trends in the environment that are impacting practice.
  • Identify the impact on quality.
  • Analyze insights into developments that will affect practice in the near future.
  • Identify new assurance opportunities.

Credit: Accounting - 0.5 & Auditing - 0.5

Roanoke C-H 

 

 

 

 

 

Materials

 

 

 

 

 

4:55 – 6:15 p.m. Networking Reception Garden Courtyard   

 

Tuesday, Sept. 24, 2024

6:30 – 8 a.m.

Continental Breakfast 

Roanoke Foyer 

 

7:10 – 8 a.m.

 

8. BONUS: VSCPA Update
Stephanie Peters, CAE
Hear how the CPA profession is evolving and working to provide resources and opportunities for CPAs to succeed.
Credit: Personal Development - 1

Roanoke C-H 

 

Materials

 

8 – 8:05 a.m.

Opening Remarks

Roanoke C-H  

 

8:05 – 8:55 a.m.

 

 

 

9. The Reverberations, Impacts & Transformational Aspects of AI in Finance & Financial Services
Jeff Lewis, CPA, MBA, RR, CTP, CCM 
Join this thought-provoking session, highlighting some of the core themes and aspects where AI may have reverberating, impactful or even transformational effects in finance, financial services, and in other industry sectors and areas.
Credit: Finance - 0.5 & Economics - 0.5

Roanoke C-H 

 

 

 

Materials

 

 

 

8:55 – 9:10 a.m. Networking Break Roanoke Foyer  

9:10 – 10:50 a.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10A. GASB Update
John Aldridge, CPA  
Review the topics unique to the Governmental Accounting Standards Board (GASB) and governmental accounting and auditing. 
Credit: Gov't Accounting - 1 & Gov't Auditing - 1

10B. Emerging Developments & Issues for the Economy & Business; Global Markets & Banking; Treasury & Payments; Digital & Other Technologies - (REPEAT of 2C)
Jeff Lewis, CPA, MBA, RR, CTP, CCM 
It feels as if no country, economy or industry around the globe has seemingly been spared in some way from the impacts stemming from: price inflation fluctuations; energy or environmental shocks; a rising and uncertain interest rate environment; pre-and-post-pandemic-era labor market changes; the perils and prospects for AI and the advancements in other technologies; or record levels of human migration.
Credit: Finance - 1 & Economics - 1 

10C. ERISA’s 50th Anniversary – Impact on Auditors, Plan Sponsors and Participants - Money for Nothing 
Lisa Germano, CPA, CGMA, J.D. & W. Edward Thurmond III
This session will highlight key aspects of ERISA’s history which will then be used to give direction to the future. Audits of retirement plans have changed dramatically. CPA auditors are in the forefront to maintain plan integrity in more ways than ever anticipated when ERISA was first enacted.
Credit: Personnel/Human Resources - 2

10D. Single Audit Update
Tom Sneeringer, CPA & George Strudgeon, CPA, MBA, CISA, CGFM  
Explore the key changes in the 2024 Compliance Supplement as well as the latest updates to Uniform Guidance. Learn about the continuing impact of COVID-19 funding and the Infrastructure Investments and Jobs Act (IIJA) funding on 2024 single audits as well as other common challenges faced by auditees and auditors in the single audit environment. 
Credit: Auditing - 2

10A. Roanoke A 

10B. Roanoke C-H 

10C. Roanoke B 

10D. Buck Mountain

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10A. Materials

10B. Materials

10C. Materials

10C. Handout 1

10C. Handout 2

10C. Handout 3

10D. Materials

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10:50 – 11 a.m.  Networking Break Roanoke Foyer  

11 – 11:50 a.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11A. HR Magic: Hiring Right & Retaining Bright
Brandon Pope, CPA 
Join us for a dynamic session where we'll crack the code on attracting and keeping top accounting talent. From innovative recruitment strategies to creating a culture that makes your team never want to leave, this session is your key to building an accounting dream team!
Credit: Personnel/Human Resources - 1

11B. 2024 Nonprofit Audit and Auditing Update
Lee Klumpp, CPA, CGMA  
This session is designed for professionals who are committed to advancing their expertise in the nonprofit sector. Obtain an in-depth exploration of the most current trends, issues and standards impacting nonprofit organizations from both operational and financial perspectives.
Credit: Accounting - 0.5 & Auditing - 0.5 

11C. SALTy Considerations: PTET
Jessica Hewitt
Discuss the various federal and state nuances of PTET regimes. We will discuss Virginia specifically and explore the multi-state landscape. 
Credit: Taxation - 1 

11D. Stump the Chump: Get Answers to Your Risk Management Questions from a CAMICO Loss Prevention Specialist
Duncan Will, CPA/ABV/CFF, CFE 
This session is intended to raise awareness and trigger an enlightening discussion regarding dilemmas facing today’s CPA. Participants will come away with ideas and practices to reduce risk exposures associated with challenges facing CPAs in public practice.
Credit: Auditing - 1

11A. Roanoke C-H 

11B. Roanoke A 

11C. Roanoke B

11D. Buck Mountain

 

 

 

 

 

 

 

 

 

 

 

 

 

11A. Materials

11B. Materials

11C. Materials

11D. Materials

 

 

 

 

 

 

 

 

 

 

 

 

 

11:50 a.m. – 1:10 p.m. 

 

 

12. Lunch Session: Happenings at the VBOA
Crystal Ballroom 

Nancy Glynn
Discuss the recent Code of Virginia policy and regulation changes. Also hear what the Virginia Board of Accountancy (VBOA) has identified as strategic initiatives for 2025. Lastly, explore the threats and opportunities for the CPA profession.
Credit: Personal Development - 1

Crystal Ballroom 

 

 

 

Materials

 

 

 

1:20 – 2:10 p.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13A. GASB Update Part 1
John Aldridge, CPA 
Review the topics unique to the Governmental Accounting Standards Board (GASB) and governmental accounting and auditing. 
Credit: Gov't Accounting - 0.5 & Gov't Auditing - 0.5

13B. Recent Changes to Virginia529 
Karen Principe, CPA, CAMS
Join the discussion on this new planning opportunity, as well as the latest updates on Virginia529, the nation’s largest college savings plan.
Credit: Taxation - 1

13C. Navigating Burnout in the CPA Profession 
Maureen Dingus, CAE
Join us for an exploration of the unique stressors faced by CPAs and the impact of burnout on individual well-being, team dynamics and overall organizational performance. We will delve into the signs and symptoms of burnout, emphasizing the importance of early recognition to mitigate its effects.
Credit: Personal Development - 1

13D. Active Ethics: How Doing the Right Thing Helps Everyone
Duncan Will
This course is intended to raise awareness and trigger an enlightening discussion regarding ethical dilemmas facing today’s CPA. It will highlight Claim Chronicles from CAMICO’s claims files, offer lessons learned from peer review, and recommend practices to reduce risk exposure associated with ethical challenges facing CPAs in public practice.
Credit: Behavioral Ethics - 1

13A. Roanoke A 

13B. Roanoke C-H 

13C. Roanoke B

13D. Buck Mountain

 

 

 

 

 

 

 

 

 

 

 

 

13A. Materials

13B. Materials

13C. Materials

13D. Materials

 

 

 

 

 

 

 

 

 

 

 

 

2:10 – 2:20 p.m. Networking Break Roanoke Foyer   

2:20 – 3:10 p.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14A. GASB Update Part 2
John Aldridge, CPA
Review the topics unique to the Governmental Accounting Standards Board (GASB) and governmental accounting and auditing. 
Credit: Gov't Accounting - 0.5 & Gov't Auditing - 0.5

14B. Navigating Burnout in the CPA Profession (Repeat of 13C)
Maureen Dingus, CAE
Join us for an exploration of the unique stressors faced by CPAs and the impact of burnout on individual well-being, team dynamics and overall organizational performance. We will delve into the signs and symptoms of burnout, emphasizing the importance of early recognition to mitigate its effects. 
Credit: Personal Development - 1

14C. Accounting and Auditing Standards on the Horizon
Zach Borgerding, CPA, CGFM & Michael Phillips, CPA, MBA
Standard-setting bodies are as active as ever in shaping the services we provide. Obtain a first-hand glimpse into recent proposals impacting the profession along with insight into how the A&A Advisory Committee advocated on behalf of VSCPA members.
Credit: Accounting - 0.5 & Auditing - 0.5 

14D. Government Contracting Update
Bill Walter, CPA, CGMA
This session will have something for you. In this session, we will breakdown indirect rates and their impact to government contractors. Learn how rates are calculated and discuss some common indirect rate structures. 
Credit: Gov't Accounting - 0.5 & Gov't Auditing - 0.5

14A. Roanoke A

14B. Roanoke B 

14C. Roanoke C-H

14D. Buck Mountain

 

 

 

 

 

 

 

 

 

 

 

 

14A. Materials

14B. Materials

14C. Materials

14D. Materials

 

 

 

 

 

 

 

 

 

 

 

 

3:10 –  3:20 p.m. Networking Break Roanoke Foyer   

3:20 – 4:10 p.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15A. Delegation, Feedback, and Accountability: A Primer on Core Leadership Skills
Jon Lokhorst 
Explore practical tools to optimize productivity, cultivate talent, inspire ownership, and free up more of your time to focus on crucial leadership functions like strategic thinking, innovation and critical problem-solving.
Credit: Personal Development - 1

15B. Navigating New Frontiers: Smart Strategies for AI and Automation in Accounting (REPEAT 3A)
Randy Lowman 
This session will equip you with the foundational knowledge needed to initiate AI and automation in your organization, enabling you to boost productivity and improve decision-making capabilities.
Credit: Information Technology - 1

15C. Accounting and Auditing Standards on the Horizon (REPEAT of 14C)
Zach Borgerding, CPA, CGFM & Michael Phillips, CPA, MBA 
Standard-setting bodies are as active as ever in shaping the services we provide. Obtain a first-hand glimpse into recent proposals impacting the profession along with insight into how the A&A Advisory Committee advocated on behalf of VSCPA members.
Credit: Accounting - 0.5 & Auditing - 0.5

15D. Student Recruiting Panel
Nadia Rogers, CPA (Moderator), Gaby Alarcon, Katherine Caggiano, Sophia Duncan & Jared Franklin
The session will explore strategies for attracting and retaining top talent, as well as the role of academic programs in shaping future professionals. Attendees will gain valuable perspectives on the recruitment process and the diverse career opportunities within the accounting field.
Credit: Personnel/Human Resources - 1

15A. Roanoke C-H 

15B. Roanoke A

15C. Roanoke B

15D. Buck Mountain

 

 

 

 

 

 

 

 

 

 

 

 

 

15A. Materials

15B. Materials

15C. Materials

15D.  NO Materials

 

 

 

 

 

 

 

 

 

 

 

 

 

4:10 – 4:20 p.m. Networking Break Roanoke Foyer   

4:20 – 5:10 p.m.

 

 

 

 

16. Your Best Leadership: Two Secrets to Become the Leader Everyone Wants to Follow
Jon Lokhorst
In this inspirational closing session, hear two profound leadership lessons from the speaker's first job as a teenager. Explore vital practices to become the leader everyone wants to follow. Discover the secret of showing your team members you have their best interests at heart while working together to accomplish crucial business results. 
Credit: Personal Development - 1

Roanoke C-H 

 

 

 

 

Materials

 

 

 

 

 


CPE Tracking | Top

If you have a smartphone:

  • Scan QR code on the sign outside the session you are attending.
  • Enter your contact information associated with your VSCPA account.
  • Click “Check In Now”.
  • At the end of the session, click “Check Out”.
  • Repeat the steps for all sessions you attend.

If you have a laptop, please follow the directions on the flyer you receive at check in.

You will receive your CPE certificate within two weeks. If you attend Ethics, you will receive your ethics certificate separately and within a few days of the event.


Parking information | Top

Hotel Roanoke & Conference Center
110 Shenandoah Ave NE
Roanoke, VA 24016

Parking: Self-parking is $5–$10/day or $15/night. Valet: $15/day or $21/night.


Ethics webcast | Top

Please check your event confirmation email or visit the registration desk for your ethics webcast information.

  • Option 1: Wednesday, Sept. 25, 2 – 3:40 p.m.
    Tax Ethics 2024
     
  • Option 2: Friday, Sept. 27, 2 – 4:05 p.m.
    AI Ethics 2024
     
  • Option 3: Monday, Sept. 30, Noon – 1:45 p.m.
    Ethical Transgressions 2024

You will receive a launch link 24 hours and one hour prior to the webcast.


Social Q&A | Top

Have questions for the speakers? Ask them using our Social Q&A tool which is accessible at vscpa2.cnf.io once you select the session you're in. You can post your questions there and the speaker will address them during the last few minutes of the presentation.


Sponsors | Top

 Thank you to our sponsors!

Be sure to check out the sponsor booths during breaks for your chance to win some great prizes such as: 

  • Integra Balance AI: $200 Amazon gift card
  • Rightworks: YETI TundraHaul Rollaway Cooler ($425 value)
  • CAMICO: $100 Amazon gift card