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Annual Update for Accounts and Auditors

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Hilton Garden Inn

2465 Grant Rd
Billings, MT 59102

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4.00 Credits

Member Price $150.00

Price will increase by $25 after 10/8

Non-Member Price $200.00

Price will increase by $25 after 10/8

Overview

BILLINGS CLUSTER CLASS

In today's ever-evolving regulatory landscape, maintaining relevance in the profession is crucial. Stay up to date with the rapid developments in accounting and auditing through our comprehensive course. We delve into recent pronouncements, exposure drafts, and additional guidance pertinent to accounting, auditing, review, compilation and preparation engagements. Allow us to navigate the complexities for you, assisting in identifying and implementing the latest standards and guidance from FASB, PCAOB, ARSC and ASB.

This course also has a VIRTUAL option. Please see 'MTCPA Webcasts' tab on the CPE page.

HOTEL
MTCPA has a room block at the Hilton Garden Inn Billings for 10/28-29/2025.  Please reference "Montana Society of CPAs CPE Cluster" when calling to book. 406-655-8800. Standard Room: $144 + tax. Rate available until 9/28/2025.

Highlights

  • Recently issued ASUs
  • Current FASB exposure draft and projects
  • Audit and attest engagements update
  • Recent PCAOB guidance
  • Latest activity from ARSC

Prerequisites

Previous experience in accounting and auditing

Designed For

CPAs in public practice and industry who want to remain up to date on accounting, auditing, preparation, compilation and review pronouncements

Objectives

When you complete this course, you will be able to . . .

  • Identify key points related to recently issued FASB standards and guidance
  • Recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services
  • Identify key concepts related to exposure drafts and other projects in accounting, auditing, compilation, preparation and review services
  • Distinguish key elements included in the recently issued Statements on Quality Management Standards (SQMSs) and Statement on Standards for Accounting and Review Services (SSARSs)

Preparation

None

Leader(s):

Leader Bios

Bruce Shepard, AICPA

Bruce Shepard was most recently an assistant professor of accounting at George Fox University and an adjunct professor of accounting at the University of Oregon, prior to becoming an instructor for the AICPA in 2012. From 2006-2010, Mr. Shepard was the Chief Financial Officer of Las Vegas Gaming, Inc. in Las Vegas, Nevada, where he had full management responsibility for all financial affairs, daily business operations, administration and human resources. From 1985-2006, Mr. Shepard was in charge of the Middle Market Practice for PricewaterhouseCoopers, LLP in Portland, Oregon, where he served as an Assurance Partner from 1989-2006 focusing on providing proactive business advisory services to fast-growing companies. Bruce has many years of trusted business advisor experience around Portland, Oregon where he practiced for 33 years. In addition, Bruce has taught all of the accounting and auditing classes, fraud and forensics, pension auditing, SAARS, COSO, and governmental accounting and auditing classes for the AICPA for the last five years including being the lead instructor on GASB 68. Presently, Bruce is the author of the AICPA course, Audits of Banks and Other Financial Institutions. At PricewaterhouseCoopers, LLP, Mr. Shepard spearheaded over 100 acquisitions and divestitures by leading in the financial structuring of the transactions. He worked with clients to develop strategic plans for short-term and long-term growth. He assisted both start-up companies and beyond start-up companies with attaining their needed growth capital. Mr. Shepard wrote an article, Financing Entrepreneurs, in 1999 for the Oregon Society of Certified Public Accountants. Mr. Shepard was awarded “Beta Alpha Psi Professional of the Year” in 2006 for sustained involvement with the University of Oregon.

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Non-Member Price $200.00

Member Price $150.00