2022 A&A Resource Guide - CPAC

A&A Resources Your Comprehensive Guide to CPAConnect Accounting and Auditing Programs and Services Get answers. Get involved. Get more out of your CPAConnect A&A support.

CPAConnect A&A Resources

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Welcome to the CPAConnect A&A Community As a member of CPAConnect, you become a part of a high performing group of accounting and auditing professionals who have expertise in various specialty areas. You will have access to sharing opportunities that will provide you with fresh ideas and best practices that will help you better serve your clients.

CPAConnect A&A partners, providers and consultants have the expertise you need, when you need it.

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www.cpaconnect.com • (352)727-4070

CPAConnect A&A Resources The Annual A&A Conference This flagship event for A&A pros brings together accounting and auditing professionals from across the United States for networking, member sharing, and continuing professional education. The conference is generally held over the course of four days - including an optional pre-conference - and is packed with networking, education, food, and fun. If you want to meet other A&A professionals in a relaxed setting, share best practices and earn CPE while you do it, this is a must-attend event for you!

Visit www.cpaconnect.com/events for a listing of all 2022 events and training.

Photos from the 2018 A&A Conference in Miami, 2019 in Seattle, and 2021 in Denver.

CPAConnect A&A Resources

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A&A Webinar Series

Nationally recognized subject matter experts present on topics that are timely and relevant to accounting and auditing professionals at every level. The A&A webinar series kicks off each spring/summer with a new set of topics and an affordable price tag, as an unlimited number of firm attendees may attend for one fee. We invite you to join our webinar series and earn CPE from the comfort of your home or office.

AICPA Audit Quality Centers It is the goal of CPAConnect that every eligible firm becomes a member of the AICPA’s Audit Quality Centers.

Employee Benefit Plan Audit Quality Center: To help CPAs meet the challenges of performing quality audits in this unique and complex area, the AICPA has established the Employee Benefit Plan Audit Quality Center, a firm-based voluntary membership center for firms that audit employee benefit plans.

Governmental Audit Quality Center: The Governmental Audit Quality Center (GAQC) promotes the importance of quality governmental audits and the value of such audits to purchasers of governmental audit services. GAQC is a voluntary membership center for CPA firms and state audit organizations that perform governmental audits.

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www.cpaconnect.com • (352)727-4070

CPAConnections Newsletter

Want to let other member firms know about a new niche or employee initiative that you are proud of? The CPAConnections newsletter is published quarterly and is a great opportunity for sharing exciting things happening in your firm, including team promotions and new hires!

A&A Sharing Library Improving through sharing is the mission of CPAConnect. There is no easier way to share your firm’s collective knowledge than by posting to the online sharing library.

Post and search for documents related to practice management, disclosures, engagement tools, proposals, revenue recognition, report samples, etc.

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Preferred Providers CPAConnect has established relationships with a number of vetted outside providers and consultants, offering members expertise in a wide range of areas that impact the CPA firm. Our screening process ensures that you can have full confidence in the authentic value and worthwhile services of our network.

For more information on CPAConnect’s Preferred Providers (including member discounts), please visit www.cpaconnect.com > Services > Preferred Providers and Consultants.

Preferred Providers with A&A Services

Other Preferred Providers ► ACPEN

► Dext

► SoFi Lending Corp

► AICPA

► Doc.It

► State Tax Advisors

► AICPA - PCPS

► Elite Editorial Services

► SurePrep

► alliantgroup

► Ernst & Morris Consulting Group

► The Growth Partnership

► Avantax Wealth Management

► Hertz

► Thomson Reuters (TRTA) /

► Becker Professional Education

► HITRUST Certified Assessment Services

► Black Line Group

► Infinite Solutions

► Quickfinder

► Botkeeper

► INSIDE Public Accounting

► Thomson Reuters - Checkpoint

► Canon USA

► Intuit

► Cetrom

► KnowBe4

► Thomson Reuters - PPC

► CG Healthcare Solutions

► Lorman Education Services

► Thomson Reuters - ProView

► CPA Leadership Institute

► Mercer

► Thomson Reuters - RIA

► CPACharge

► Network Management Group, Inc.

► Thomson Reuters - Warren, Gorham

► Crowe, LLP - National Tax Office

► Payroc

► CSG Strategic Tax Consultants

► Plain English Accounting

► TransferMate

► D&B Hoovers

► ProfitCents

► Whitman Transition Advisors

► DataMotion

► QuickFee

► Yaeger CPA Review

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Checkpoint Marketing for Firms

Learning

& Lamont

www.cpaconnect.com • (352)727-4070

Preferred Consultants Our consultants and providers are gathered based on firm recommendations and have spoken at CPAConnect events. Through these valued consultants and providers, members are able to seek legal advice, obtain professional opinions and feel confident when addressing various client situations.

For a full listing of CPAConnect’s Preferred Consultants, please visit www.cpaconnect.com > Services > Preferred Providers and Consultants.

Rich Daisley, CPA Vice President Accounting and Auditing Content | SurgentCPE Rich Daisley has more than 25 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses. He was previously an assurance manager with PwC, where he spent time in both the assurance practice and in PwC’s Capital Markets and Accounting Advisory Services group, advising clients on the implementation of new accounting pronouncements and issues related to public offerings. He also has experience in the manufacturing, health care, energy, and pharmaceutical industries, as well as more than a decade of experience in course development and facilitation.

Randy Johnston CEO & Founder | Network Management Group, Inc. Best known for his early and on-going expertise in networks, accounting software, paperless, and CPA Firm technology, Randy Johnston’s expertise has grown to touch virtually every technology in the marketplace. NMGI will perform a technology assessment for CPAmerica members at a discounted rate. Members also have instant access to technology experts via a special email address at tech@cpamerica.org, and preferred rates are offered to members who need more in-depth assistance.

Chuck Manganiello, CPA Founder and Managing Member | AuditSense

Chuck is the founder of AuditSense where he leads a team of instructors who provide training and consulting services to accounting firms in the areas of Audit Efficiency/ Effectiveness, Staff Development, Accounting & Auditing Updates, Leadership & Soft Skills.

CPAConnect A&A Resources

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www.cpaconnect.com • (352)727-4070

Director of A&A Arthur M. Winstead, Jr., CPA Art Winstead is the Director of A&A for the association. He assists with discussion list questions, provides presentations on various updates throughout the year, and is there if anyone has suggestions or requests for services.

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Supports the membership’s A&A resources

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More than 40 years of experience with DMJ & Co., PLLC

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Served 3-year term on the AICPA Auditing Standards Board and 10 years on the N.C. Board of CPA Examiners Served on the following AICPA ASB Task Forces: Internal Controls, Auditor’s Report, and Risk Assessment and as Chairman of the AICPA ASB Task Force for Inventory, Fair Value and Litigation Claims and Assessments Current member of the NCACPA and Accounting and Auditing Executive Committees

Manages technical resources, engagement support, audit practice matters and reviews CPAmerica A&A publications

To contact Art Winstead, please call (336) 553-2304, or email at awinstead@dmj.com.

CPAConnect A&A Resources

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www.cpaconnect.com • (352)727-4070

For more information, contact: (352) 727-4070

CPAConnect A&A Resources

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