Agenda

GENERAL SESSION

LAUNCH GENERAL SESSION
8:30 AM – 9:25 AM
KEYNOTE PRESENTATION: Bridging the Worlds of Tax and Accounting
Even though specialization has become increasingly important for today’s practitioners, the worlds of tax and accounting are not completely distinct in the public accounting ecosystem. Savvy tax and accounting professionals recognize that their practice areas are interdependent. We explore the intersection of tax and accounting, ultimately demonstrating how collaboration can offer meaningful results for your clients, your firm, and your career.
Dr. Christopher J. Harper, CPA, MBA – Director of Education & Professor, Grand Valley State University Seidman College of Business, Grand Rapids
Rick Snyder, CPA – CEO, SensCy, Ann Arbor
Credits: 1.0 AA

1:10 PM – 2:00 PM
AFTER-LUNCH KEYNOTE PRESENTATION: AI Results for Skeptics
Artificial intelligence is empowering the profession, helping auditors and accountants provide clients with more accurate audits and forecasts. Great power, however, cannot go unchecked by reasonable skepticism. Form a practical approach to assessing AI results with professional skepticism and learn how to create effective prompts to get cleaner results.
Greg Frazier, CPA – Greg Frazier, CPA, PLLC, Detroit
Credits: 1.0 AA

LAUNCH CHANNEL ONE

CHANNEL ONE

9:35 AM – 10:25 AM
Giving Purpose to Procedures
Analytical procedures are used throughout the audit process for risk assessment, planning, and developing conclusions. Analytics may also provide substantive audit evidence to supplement tests of details. Moreover, they are required for review engagements and offer insights for other engagements. We discuss the primary roles of analytical procedures then illustrate examples that you can consider for your own professional endeavors.
Dr. Christopher J. Harper, CPA, MBA – Director of Education & Professor, Grand Valley State University Seidman College of Business, Grand Rapids
Credits: 1.0 AA

10:35 AM – 11:25 AM
Defining Non-Traditional Engagements
Non-traditional engagements typically involve a very specific scope of work with agreed-upon procedures for each engagement. Review different types of nontraditional engagements, not including attest engagements, and best practices for developing mutually agreed-upon procedures.
Dr. Christopher J. Harper, CPA, MBA – Director of Education & Professor, Grand Valley State University Seidman College of Business, Grand Rapids
Credits: 1.0 AA

11:35 AM – 12:25 PM
Common Frauds and the Red Flags Associated With Them
Fraud and abuse continues to be on the rise no matter what industry or how large the company is. During this session, participants will learn about common fraud schemes and the red flags associated with them.
Jeremy Dane – Principal, Forensics, BDO, Chicago, IL
Josh Thielen – Director – Legal, Monitorships & Investigations, BDO, Chicago, IL
Credits: 1.0 AA

2:10 PM – 3:00 PM
Prospective Financial Engagements Explained
Prospective financial engagements require careful judgement around the type of information presented and the level of service provided. Explore the differences between forecasts and projections, examine the three primary services applicable – examination, agreed-upon procedures and compilation – and review the related reporting requirements.
Duane Reyhl, CPA, CGMA – Audit & Accounting Partner, AHP, Midland
Credits: 1.0 AA

3:10 PM – 4:00 PM
QMS Standards – The Year After Implementation
The AICPA’s quality management standards became effective on Dec. 15, 2025 and brought significant changes to firms’ processes. Explore lessons learned, including approaches to risk assessment and developing right-sized policies and procedures. Compare how the standard affected smaller firms as compared to larger firms. Discuss how these changes will affect your 2026 peer review and what you need to know to perform effective monitoring and to stay on the path toward a successful peer review.
Duane Reyhl, CPA, CGMA – Audit & Accounting Partner, AHP, Midland
Credits: 1.0 AA

4:10 PM – 5:00 PM
Business Valuation Standards in Motion: Applying Rigor When Conditions Change
Navigate shifting markets with confidence by applying business valuation standards to real-world uncertainty. Strengthen professional judgment, document assumptions clearly, and defend conclusions with credible data when volatility, changing guidance, and limited comparables complicate the picture. Leave equipped to deliver valuations that are consistent, compliant, and decision-ready—even when conditions won’t sit still.
Kerry Bean, CPA, ABV – Managing Director of Valuation Services, Hungerford, Grand Rapids
Credits: 1.0 AA

LAUNCH CHANNEL ONE

CHANNEL TWO

9:35 AM – 10:25 AM
The Case for AI in Auditing
Explore the issues driving the surge of AI in the auditing realm, including risk assessment, data analysis and more efficient, more accurate audits. Then, examine recent case studies to explore best practices and considerations for maintaining high professional judgement, skepticism and auditor responsibility.
Megan Angle, CPA – Partner, Porte Brown LLC, Elk Grove Village, IL
Credits: 1.0 AA

10:35 AM – 11:25 AM
Ethical Considerations In Effective Engagement Letters
Engagement letters are more than risk management tools—they document the ethical foundation of the CPA–client relationship. Examines how engagement letters support compliance with the AICPA Code of Professional Conduct, including conflict of interest disclosures, confidentiality requirements, communication with predecessor auditors, and transparency in scope and responsibilities. Evaluate how clear documentation and thoughtful engagement terms reinforce integrity, objectivity, and professional judgment in practice.
Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe PC, Troy
Credits: 1.0 ET

11:35 AM – 12:25 PM
Compilations and Reviews in Focus: Standards Updates & Practice Pitfalls
Changes to compilation and review standards continue to shape how practitioners plan, perform, and document these engagements. Examine the most significant rule changes affecting compilations and reviews, practical ways you can improve efficiency and consistency and explore common pitfalls that create risk in these engagements. Come away with actionable insight to strengthen compliance, leverage emerging tools, and avoid recurring problem areas in comp and review work.
Tara J. Frank, CPA – Principal, Rehmann, Saginaw
Credits: 1.0 AA

2:10 PM – 3:00 PM
From Risk to Response: Strengthening Controls and Oversight
Explore risk through a practical, risk-based lens that prioritizes prevention and organizational accountability. Strengthen understanding of internal controls, enterprise risk management, and financial and operational audit practices to better identify and mitigate potential threats. Apply practical strategies to enhance oversight, improve risk assessment processes, and reinforce organizational resilience.
Gabrielle Wafer – Senior Manager, Risk and Accounting Advisory, Plant Moran, Southfield
Credits: 1.0 AA

3:10 PM – 4:00 PM
Top Concerns Regarding Going Concern
Providing disclosures related to an entity’s ability to maintain operations is a crucial tool for decision makers, but auditors must be able to discern what information is most relevant. Analyze what information should be included in going concern disclosures, including off balance sheet items such as operating leases, credit lines or other items that are not part of the company’s balance sheet but still contribute to the overall financial context of an organization.
Heather A. Funsch, CPA – Director of Professional Standards, Rehmann, Saginaw
Credits: 1.0 AA

4:10 PM – 5:00 PM
Top Concerns Regarding Going Concern (Second Offering)
Providing disclosures related to an entity’s ability to maintain operations is a crucial tool for decision makers, but auditors must be able to discern what information is most relevant. Analyze what information should be included in going concern disclosures, including off balance sheet items such as operating leases, credit lines or other items that are not part of the company’s balance sheet but still contribute to the overall financial context of an organization.
Heather A. Funsch, CPA – Director of Professional Standards, Rehmann, Saginaw
Credits: 1.0 AA

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