A&A Roundtable

This virtual roundtable will bring together accounting and auditing practitioners to discuss emerging challenges, evolving standards, and practical strategies for maintaining quality, efficiency, and compliance in today’s rapidly changing environment.

Through an interactive discussion format, participants will have the opportunity to exchange insights, share real-world experiences, and explore best practices related to client expectations, technology adoption, risk management, and regulatory developments. The session is designed to encourage peer-to-peer learning, foster collaboration across the profession, and provide actionable takeaways that attendees can apply within their own organizations and engagements. Don’t miss it!

Topics will likely include:

• Navigating recent accounting and auditing standard updates and regulatory changes
• Leveraging technology, automation, and AI tools to improve audit efficiency and accuracy
• Addressing staffing challenges, talent development, and retention within firms and finance teams
• Strengthening internal controls, fraud prevention, and risk assessment processes
• Managing client communication, documentation expectations, and engagement quality control

Learning Objectives:

• Discuss recent changes and current trends in the practice area and their impact on firms and clients.
• Discuss solutions to challenges and share best practices.
• Expand your network of professional peers. 
  

Roundtable Tips:
Roundtables are different from traditional “webinars.” It’s an open discussion – it’s a chance to learn from your peers at other firms.

• Being on camera is recommended. It’s also helpful to add your firm name to your screen name.
• You will not be muted by the moderator, so be aware of any background noise and mute yourself, if necessary.
• Questions and comments are welcome any time throughout the discussion. Jump on in.

Core Team Lead Facilitators:

• Kelli Bernstein – Meaden & Moore
• Paul Reyes – Bederson
• Matt Ruzic – Sisterson
• Abel Sanchez – Redwitz
• Jeremy Wright – James Moore

CPE: 1 hour 
Field of Study: Auditing (Technical) 
Delivery Method: Group Internet Based 
Level: Basic 
Prerequisites: None

AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.