Virtual

A&A Virtual Conference 2025

Date: Nov. 13 - 14, 2025

Time: 8:30 a.m. – 12:55 p.m. PT

CPE: 10

Overview

The A&A landscape continues to evolve, and it is essential for CPAs to stay current on the latest developments. This event offers practical updates from top industry experts on critical topics such as standard-setting activities, professional ethics, risk assessment, special purpose frameworks, and peer review. You will also learn how to prepare and evaluate quality management documentation, gain clarity on complex financial reporting and assurance standards, and explore how artificial intelligence tools like Microsoft Copilot can enhance your work. Together, these sessions provide a comprehensive view of today’s most pressing issues and the trends that will shape the profession moving forward.

Please note, agenda and/or speakers are subject to change.

Product Code
1000004348
Credit Type
CPE: 10
Format
Virtual
Intended Audience
CPAs, accountants and auditors seeking technical A&A updates from leaders in the profession.
NASBA Field of Study
Accounting
Level of Difficulty
Update
Prerequisites
General working knowledge of GAAP and compilation, review and audit standards.

Learning Objectives

Identify how new pronouncements, standards and implementation deadlines will impact your business.

Determine critical changes in the accounting environment.

Explore emerging trends in accounting and auditing.

Agenda

Welcome Remarks

FASB Update
Stay current on the latest FASB standards becoming effective in 2025 and beyond. This session will also highlight major projects in the pipeline that could significantly impact financial reporting.

PEEC Update
Hear directly from PEEC leaders on ethics, risk management, and alternative practice structures, with practical insights for today’s CPA.
Speaker(s)
Melissa Powell Joan Farris

Break

Risk Assessment: SAS 145
Explore the latest risk assessment standards and their implications for audit planning, evidence gathering, and documentation.

Advocacy Insights: Licensing, Legislation, and Policy Shifts Shaping the Profession
From new CPA licensing models to proposed legislation and corporate tax changes, this session explores regulatory shifts shaping the A&A profession.
Speaker(s)
Jason R Fox

Special Purpose Frameworks
Dive into the use of special purpose frameworks (SPFs) and learn when they may be appropriate alternatives to GAAP.

Speaker(s)
Jeremy Dillard

Welcome Remarks

AICPA Update
An insider’s update on the latest AICPA activities, including SAS, SSARS, SSAE, and PEEC initiatives, plus insights into the growing role of private equity in the profession.
Speaker(s)
Susan S. Coffey

Peer Review Update
Learn from peer review experts about common findings, pitfalls to avoid, and best practices to strengthen your firm’s compliance.

Break

SQMS: How to Prepare and Test Your Quality Management Document
With the December 15 deadline fast approaching, gain practical guidance on implementing SQMS requirements and preparing for peer review scrutiny.

Artificial Intelligence – How to Unleash the Power of Microsoft Copilot for CPAs
Discover practical ways CPAs can leverage Microsoft Copilot to enhance efficiency, accuracy, and client service while navigating AI-related risks.
Speaker(s)
John Higgins

Financial Reporting & Assurance Standards: Your FAQs Answered
This session covers frequently asked A&A questions asked by members of the Private Companies Practice Section’s (PCPS) Center for Plain English Accounting (CPEA) in the areas of accounting and auditing, as well as compilation and review engagements. Get answers to technical questions that are impacting practitioners and their clients.
Speaker(s)
Robert Durak Thomas J. Groskopf

Faculty

Susan S. Coffey

Susan S. Coffey, CPA, CGMA is Chief Executive Officer of Public Accounting at the Association of International Certified Professional Accountants. Sue leads the Association's strategy to advance public accounting domestically and globally as well as strengthen the pipeline and competencies of U.S. licensed CPAs. Sue sets strategy for the Association's assurance, advisory, tax and practice management initiatives in the U.S. and abroad. Her most...

More about Susan S. Coffey

Jeremy Lovell Dillard

Jeremy is a national award-winning CPA who helps entities present high quality financial statements to lenders, investors and donors so they are positioned for success. He has experience serving privately held and publicly traded companies in the manufacturing, wholesale distribution, real estate and service industries as well as not-for-profit organizations.Jeremy is a current member of the AICPA Auditing Standards Board (ASB) that issues the...

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Robert Durak

Robert (Bob) Durak has been with the AICPA since 1995 and is a member of the Accounting Standards department, as Director of Private Company Financial Reporting, where he oversees the development of the AICPA’s financial reporting framework for smaller businesses. Durak staffed the Private Company Financial Reporting Committee (PCFRC) for the last six years and helped staff the recent Blue Ribbon Panel on private company accounting. Previo...

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Joan Farris

Joan Farris, certified public accountant, is a senior manager in the AICPA’s Professional Ethics Division – Public Accounting, based in Durham, NC. She works on member enrichment and standard setting projects determined by the Professional Ethics Executive Committee (PEEC). She also investigates allegations of AICPA and state CPA society members related to the codes of professional conduct of the AICPA and state societies. Prior to joining the...

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Jason R Fox

Jason Fox has been with CalCPA since 2011 and is CalCPA’s Vice President of Advocacy and Public Affairs. Based out of CalCPA’s Sacramento office, he works with the rest of the CalCPA Government Relations team to advocate on behalf of the CPA profession on public policy issues before the Legislature, California Board of Accountancy and other regulatory entities. Jason also helps ensure that CalCPA members are informed of emerging and ongoing pu...

More about Jason R Fox

Thomas J. Groskopf

Tom is a nationally recognized authority on accounting and auditing topics. He has been selected by his peers to serve on numerous national and international standard-setting committees, and is service line leader for Barnes Dennig’s accounting and audit practice.Accounting Today named Tom to the list of the Top 100 Most Influential People in Accounting. This honor recognizes Tom’s leadership of the Center for Plain English Accounting, a key p...

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John Higgins

Meet John Higgins, CPA. CITP, the visionary behind Higgins Advisory, LLC, specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today’s digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies....

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Melissa Powell

As a manager in the AICPA's Professional Ethics Division, Melissa is responsible for investigating allegations of noncompliance with accounting and auditing standards, primarily, in the audits of state and local governments and not-for-profit entities that are often also subject to Government Auditing Standards and Uniform Guidance. In addition to her role in enforcement, she also works on standard setting and member enrichment projects and se...

More about Melissa Powell

A&A Virtual Conference 2025

Member

Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Learning Objectives

Agenda

8:30 – 8:31 a.m. PT

Welcome Remarks

8:31 – 9:20 a.m. PT

FASB Update

9:20 – 10:10 a.m. PT

PEEC Update

Speaker(s)

10:10 – 10:25 a.m. PT

Break

10:25 – 11:40 a.m. PT

Risk Assessment: SAS 145

11:40 a.m. – 12:05 p.m. PT

Advocacy Insights: Licensing, Legislation, and Policy Shifts Shaping the Profession

Speaker(s)

12:05 – 12:55 p.m. PT

Special Purpose Frameworks

Speaker(s)

8:30 – 8:31 a.m. PT

Welcome Remarks

8:31 – 9:20 a.m. PT

AICPA Update

Speaker(s)

9:20 – 10:10 a.m. PT

Peer Review Update

10:10 – 10:25 a.m. PT

Break

10:25 – 11:15 a.m. PT

SQMS: How to Prepare and Test Your Quality Management Document

11:15 a.m. – 12:05 p.m. PT

Artificial Intelligence – How to Unleash the Power of Microsoft Copilot for CPAs

Speaker(s)

12:05 – 12:55 p.m. PT

Financial Reporting & Assurance Standards: Your FAQs Answered

Speaker(s)

Faculty