Financial Reporting and Analysis, Virtual Events & Programming

What Investors Need to Know about Audits

Tuesday, February 23 | 5:00 PM - 7:00 PM

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Overview

Investors rely upon financial statements to analyze their current and proposed investments. Investors also rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements, but as we all know, unreliable financial statements have been a recurring problem.

We will have a series of experts explaining the state of today’s audit process, how it has and continues to changes over time, and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements.

Agenda

5:00 PM | OPENIING REMARKS

Arthur Fliegelman, CFA, Chair, Financial Reporting & Analysis Group at CFA Society New York


5:05 PM | PROGRAM OVERVIEW 


5:15 PM | KEYNOTE PRESENTATION

Moderated by: Thomas Ray, CPA, Distinguished Lecturer, Baruch College

TBA


5:35 PM | Q&A


5:45 PM | BREAK


5:50 PM | KEYNOTE PRESENTATION

Moderated by: Thomas Ray, CPA, Distinguished Lecturer, Baruch College

Francine McKenna, CPA, Founder and Editor, The Digging Company LLC


6:10 PM | Q&A


6:20 PM | BREAK


6:25 PM | WHAT HAVE WE LEARNED FROM 2019 CRITICAL AUDIT MATTERS REPORTING

Mohini Singh, ACA, Director, Financial Reporting Policy Group, CFA Institute


6:50 PM | Q&A


7:00 PM | CLOSING REMARKS

Francisco Vazquez Ahued, FRM, CFA, Public Finance Consultant

Additional Details

Learning Outcomes

  • What are Critical Audit Matters? How can investors use them to improve their investment process?
  • What changes are occurring in international auditing after WireCard and Luckin Coffee? What does it mean for U.S. based investors?
  • How is the U.S. audit process changing in light of PCAOB and SEC actions?