Upcoming

Private Equity Investment in Accounting Firms

Join us for an engaging discussion on the implications and impacts of private equity investments in accounting firms, featuring industry experts and thought leaders.

From Fear to Frontier: Practical Tips for Upskilling on Large Language Models

A comprehensive discussion on LLM mechanics, strategic prompting, and practical applications in audit and academia... A comprehensive discussion on LLM mechanics, strategic prompting, and practical applications in audit and academia. The session covered core LLM concepts, including token prediction and context windows, while providing hands-on examples of prompting strategies and real-world applications in academic and professional settings. Speakers shared insights on API integration, custom GPTs, and pedagogical applications.
November 13, 2023 Recording Available

Key Takeaways:

  • Core LLM mechanics and how they generate text through probabilistic token prediction
  • Strategic prompting philosophy and best practices for getting better results
  • Writing enhancement workflows using LLMs as assistants
  • Pedagogical applications and creating interactive learning experiences
  • Advanced implementation techniques including API integration

Featured Speakers:

Nick Hallman, Kiryll Pokudin, Dorothy Dickmann, Jaime Schmidt, Brent Garza

The 150 Hour Rule Debate

An in-depth exploration of the ongoing debate surrounding the 150-hour educational requirement for CPA licensure... An in-depth exploration of the ongoing debate surrounding the 150-hour educational requirement for CPA licensure. The discussion examined the origins of the requirement, its impact on the profession, and current legislative movements to modify or create alternatives to the rule. Key focus areas included the effect on diversity, talent pipeline challenges, and the balance between maintaining professional standards and addressing barriers to entry.
August 21, 2023 Recording Available

Key Discussion Points:

  • Origins and intent of the 150-hour requirement
  • Current legislative movements at the state level
  • Impact on diversity within the accounting profession
  • Alternative pathways and potential solutions

Recent Updates:

AICPA's Experience, Learn and Earn pilot program shows strong growth with 94 participants across 50+ employers. California Board of Accountancy advances draft legislation to modify the requirement.

Featured Speakers:

Jordan Rasmusson, Jan Taylor, Jeff Johanns

Strengthening Experimental Research

An exploration of challenges facing experimental audit research and strategies for making research more relevant to practitioners... An exploration of challenges facing experimental audit research and strategies for making research more relevant to practitioners. The session highlighted the significant decline in experimental submissions to AJPT, increasing demands for multiple experiments per paper, and the growing difficulties in accessing professional auditors as study participants. Speakers discussed potential solutions including improved academic-practitioner communication and alternative research approaches.
August 23, 2023 Recording Available

Key Findings:

  • Experimental submissions to AJPT dropped to less than 10% in 2022
  • Average number of experiments per paper has risen from 1.16 to 1.74
  • Increasing difficulties in accessing professional auditors as study participants

Major Challenges:

Legal and regulatory hurdles, topic approval difficulties, and low response rates particularly for remote/online studies.

Featured Speakers:

Chris Agoglia, Bette Kozlowski, Dan Sunderland

Audit Research: Too Much or Not Enough?

A discussion on the current state of audit research, its quality, relevance, and challenges faced by researchers in the field... A discussion on the current state of audit research, its quality, relevance, and challenges faced by researchers in the field. The panel explored the balance between research quantity and quality, the importance of conducting research that truly helps understand how auditing works, and the need for greater collaboration between academics and practitioners. Speakers emphasized the value of research that provides applicable solutions to real-world problems.
May 3, 2023 Recording Available

Key Discussion Points:

  • The quality of present-day audit research
  • Availability of outlets for audit research
  • The role of gatekeepers in audit research
  • Challenges in obtaining participants for audit experiments

Future Directions:

Focus on exploring alternative data sources, investigating new technologies' impact, and examining the effectiveness of remediation actions in improving audit quality.

Featured Speakers:

Robert Knechel, Miguel Minutti-Meza, Dan Sunderland

PCAOB/TAR Registered Report Conference

A discussion on the collaboration between PCAOB and TAR in advancing auditing research and policy... A discussion on the collaboration between PCAOB and TAR in advancing auditing research and policy. The session explored the unique partnership between regulatory and academic institutions, highlighting opportunities for researchers to access PCAOB datasets and contribute to evidence-based policymaking. Speakers shared insights from the PCAOB fellowship program and discussed strategies for maintaining academic independence while addressing regulatory needs.
February 29, 2023

Key Topics:

  • PCAOB and TAR priorities for research and policy advancement
  • Insights from the PCAOB fellowship program
  • Submission process for the PCAOB/TAR Registered Report Conference
  • Balancing academic research with regulatory needs

Research Opportunities:

Access to unique PCAOB datasets, collaboration with PCAOB staff, and potential for research to directly impact auditing standards.

Featured Speakers:

Martin Schmalz, Nemit Shroff, Preeti Choudhary

ESG Reporting and Assurance

A comprehensive discussion on the growing importance of ESG reporting, current state of assurance, and future outlook... A comprehensive discussion on the growing importance of ESG reporting, current state of assurance, and future outlook. The session examined how stakeholder demand is driving increased ESG reporting, with approximately 25-26% of S&P 500 companies now including some form of assurance. Speakers explored the unique position of accounting firms in providing ESG assurance services and discussed key challenges including materiality determination and standardization of reporting frameworks.
November 11, 2022 Recording Available

Key Highlights:

  • Growing importance of ESG reporting driven by stakeholder demand
  • Current state of ESG assurance (25-26% of S&P 500 companies)
  • Role of accounting firms in providing ESG assurance

Major Challenges:

Determining materiality, lack of standardized reporting frameworks, and ensuring data quality and completeness.

Featured Speakers:

Jim Burton, Brandon Gipper, Jeff Hales