How to Survive Your Peer Review | 4193843A

Date :
August 14, 2019 12:30 PM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Flex Center - Burlingame
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Level of Difficulty :
Intermediate
Member Price :
150.00
Nonmember Price :
201.00
CPE Credits :
CPE 4.00, AA 4.00
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Engage in this interactive workshop designed for small and medium CPA firms. Review the new rules regarding Peer Review. This course will review popular questions and answers and will include the review of case studies to reinforce the concepts.

Objectives:

  • Show the importance of Peer Review to our profession
  • Illustrate the most frequent errors in a peer review
  • Explain the different types of peer review reports
  • Show the relationship of the SQCS’s to Peer Review
  • Explain the Process of Peer Review
  • Demonstrate knowledge to understand how to receive a “PASS”

Major Subjects:

  • Auditing and Accounting Peer Review standards

Advanced Prep:

None.

Misc. Information:

Wireless Internet access, lunch and discounted parking will be provided for this event and are included in your registration fee.

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Level of Difficulty:
Intermediate
Field of Interest:
Auditing
Prerequisites:

Knowledge of accounting and auditing standards.

Designed For:

Auditing and accounting practitioners.

Instructors

Mark Frederick Wille, CPA

Mark F. Wille graduated from the University of Southern California with a bachelor’s degree in business administration in 1977 and received his CPA certificate in 1979. Upon completing his education, Wille was employed by Arthur Andersen & Co. as an audit and tax accountant. He later joined one of the largest Southern California commercial real estate brokerage firms as vice president of finance.

More than two decades ago, Wille started a private practice specializing in small businesses and real estate, providing professional services in all financial, accounting and tax-related areas. He has also worked on large public company purchases of small businesses. Clients include individuals, corporations, small businesses and various real estate-related companies. His work has included a large retail acquisition and a mortgage brokerage institution that sold for $45 million. Wille’s Newport Beach practice consists mainly of small business clients where he provides substantial strategic planning and financial coaching. He consults with CPAs regarding various accounting and auditing matters, provides practice management, peer review, and performs peer review inspections. Additionally, he assists CPAs in the sale of their practices.

Wille serves as a peer reviewer of other CPA firms for the AICPA. He is former chair of the California State Accounting Principles and Auditing Standards Committee and a member for over two decades. He is on the Audit Oversight Committee for the County of Orange, the sixth largest county in the United States, and serves as the chair. Wille teaches auditing and accounting continuing education courses for CPAs and attorneys at the University of Denver Law School. He has taught college business courses and frequently lectures to business and civic groups. On the personal side, he is an Eagle Scout and is active with the Orange County Boy Scout Council and serves on a National Committee of the Boy Scouts of America. He also has a master’s degree in theology from Fuller Theological Seminary.

Materials:

  • Materials - Hardcopy Textbook
  • Materials - ebook