Analytical Procedures Workshop [APW4]

Aug 17, 2017
Time: 8:30am-12:00pm

Subject:

Accounting & Auditing

Credit Hours:

4.00

Price:

Member: $150.00
Non-member: $225.00

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Discussion Leader:

Stacey Painter, CPA    more info

Stacey Painter, CPA, is the President of LOSCALZO ASSOCIATES, LTD., a wholly-owned
subsidiary of SmartPros Ltd. Stacey has been providing technical training to audiences across
the country on subjects ranging from International Financial Reporting Standards (IFRS) and
related FASB/IASB joint projects, to regulatory reform and the Dodd-Frank Act. Her passion,
enthusiasm, energy and the ability to speak to all levels of professionals has made her a
sought-after speaker.
Stacey has over 20 years of experience in both the public and private industry. Before joining
Loscalzo Associates, Stacey spent 13 years with Resources Global Professionals, most recently as the Managing
Director of Accounting and Finance Services. In this capacity, Stacey worked with the firm’s U.S. offices in
developing go-to market strategies around accounting initiatives, as well as provided technical training on site
to firm clients.
Prior to joining Resources, Stacey was the Corporate Controller of Square Two Golf, a publicly-traded
manufacturer of golf equipment. Here she was responsible for all aspects of accounting, financial reporting
(SEC), planning and budgeting, Human Resources and Internal Control.
At the start of her career, Stacey spent 6 years at Deloitte & Touche auditing clients ranging from $10 million
to over $1 billion in revenue.
Stacey received her Bachelors in Accounting from Pace University in New York. She is a member of the
American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

Stacey Painter, CPA, is the President of LOSCALZO ASSOCIATES, LTD., a wholly-ownedsubsidiary of SmartPros Ltd. Stacey has been providing technical training to audiences acrossthe country on subjects ranging from International Financial Reporting Standards (IFRS) andrelated FASB/IASB joint projects, to regulatory reform and the Dodd-Frank Act. Her passion,enthusiasm, energy and the ability to speak to all levels of professionals has made her asought-after speaker.

Stacey has over 20 years of experience in both the public and private industry. Before joiningLoscalzo Associates, Stacey spent 13 years with Resources Global Professionals, most recently as the ManagingDirector of Accounting and Finance Services. In this capacity, Stacey worked with the firm’s U.S. offices indeveloping go-to market strategies around accounting initiatives, as well as provided technical training on siteto firm clients.

Prior to joining Resources, Stacey was the Corporate Controller of Square Two Golf, a publicly-tradedmanufacturer of golf equipment. Here she was responsible for all aspects of accounting, financial reporting(SEC), planning and budgeting, Human Resources and Internal Control.

At the start of her career, Stacey spent 6 years at Deloitte & Touche auditing clients ranging from $10 millionto over $1 billion in revenue.

Stacey received her Bachelors in Accounting from Pace University in New York. She is a member of theAmerican Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

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Website registration for this course closes on August 10, 2017. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

Analytical Procedures Workshop (APW4)

August 17, 2017

ACS Business Technology Center
600 East 36th Avenue, Suite 100
Anchorage, AK

LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course.

This course will provide participants with hands-on techniques on how to perform analytical procedures (APs} in an audit engagement.

Major Topics:
Types of analytical procedures and which work best period to period comparisons; scanning the general ledger; analysis of relationships among accounts; comparison lo industry standards; comparison of financial to non-financial data; comparison to anticipated results; ratios
Developing expectations
Factors to be considered in using APs as a substantive test
Disaggregated and nonfinancial analytical procedures
Evaluation of differences
Documentation issues

Learning Objectives:
Participants will learn how to develop expectations, perform, and document analytical procedures.

Designed For: Accountants in public practice

CPE Credits: 4, Accounting & Auditing

Level of Knowledge: Basic

Prerequisite: None

Acronym: APW4

Discussion Leader: Stacey Painter, CPA

Note: 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 auditors Yellow Book clients. Note that the determination of course qualification is a matter of an auditors professional judgment in consultation with appropriate individuals in the audit firm. The 24 hours are a subset of the 80-hour requirement.