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Tips for a Better Peer Review

TIPS FOR A BETTER PEER REVIEW

This webinar is for tax professionals and firms that conduct audits, preparations, compilations, and/or reviews.
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 8, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Course Description

The AICPA is holding peer reviewers more accountable which will likely lead to more findings than many firms expect. AICPA research shows that over 60% of previously peer-reviewed engagements should have been deemed non-conforming as they did not comply with risk assessment standards. For that reason alone, firms of all sizes need to understand changes happening in the peer review program.

Join CPA thought leaders Jason Miller, Peer Reviewer & Audit Partner at Anglin Reichmann Armstrong, Carl Mayes, Associate Director of CPA Quality and Evolution at the AICPA, and Andrea Hearn, Senior Technical Product Manager at Wolters Kluwer, as they discuss this important issue and much more!

Learning Objectives:


  • List which hot issues found in peer review may affect audit practitioners the most

  • Identify tips that can help practitioners avoid the common missteps

  • Outline how the right audit methodology and technology help



CPA firm audit partners, audit managers and audit staff interested in improving their audit quality and efficiency will benefit most from this webinar.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrea Hearn is Technical Product Manager at Wolters Kluwer Tax and Accounting North America. Andrea works with customers and software teams to provide new audit products, new features and industry titles for CCH® ProSystem fx® Knowledge Coach and CCH® Axcess® Knowledge Coach. Andrea also works closely with the Wolters Kluwer Research and Learning team to ensure titles have optimal workflow for Knowledge Coach Customers.
 
Prior to joining Wolters Kluwer in 2006, Andrea worked as a business planning manager in the financial services industry and has a Masters Degree in Arts from York University.

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Carl Mayes

AICPA
Associate Director
carl.mayes@aicpa-cima.com
919-402-4955

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Carl Mayes is the Senior Technical Manager – Special Projects on the Public Practice and Global Alliances team at the American Institute of Certified Public Accountants (AICPA). He is responsible for managing practice quality initiatives for the AICPA including regulator quality studies, practice monitoring, and various technical and regulatory-focused projects. He is the project manager for the AICPA’s Enhancing Audit Quality initiative and manages the execution of the AICPA’s 6-Point Plan to Improve Audits.

Before joining the Public Practice and Global Alliances team, Mayes helped perform market research, develop the business plan and identify the membership model for the AICPA Not-for-Profit Section.

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Jason is a Partner in the Audit and Assurance group at Anglin Reichmann Armstrong with over 14 years’ experience in public accounting. As leader of the firm’s peer review practice, Jason helps support and enhance the audit quality and efficiency for Anglin and the audit practice of other firms around the country. He specializes in audit and assurance services, such as: audits, reviews, compilations, preparations, agreed upon procedures and examinations. He also provides consulting and data analytic services to non-profit, manufacturing and other commercial entities. In addition to these services, Jason consistently researches the latest audit and assurance guidelines to better support clients in the future. Jason also plays a critical role in the firm’s research into technology, software packages and data analytics to support clients moving forward. Jason’s industry focus includes biotechnology, employee benefit plans, government contracting, information technology, manufacturing and not-for-profit agencies.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.