CPAacademy.org | AUDITOR INDEPENDENCE - PERSONAL INDEPENDENCE MATTERS

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AUDITOR INDEPENDENCE - PERSONAL INDEPENDENCE MATTERS

Watch Archived Video

Cost Free

Presentation Length 1.5 hours

Recorded DateAugust 17, 2016

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaAuditing

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other

Course Description

This session will focus on who is subject to the rules on independence: are you a covered person?

We'll view the restrictions regarding personal financial interests and how working for a CPA firm limits future employment opportunities with an audit client.

Finally, the webinar will cover how family members are impacted by your employment with a CPA firm.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Jay Bornstein

Jay M. Bornstein, CPA
Independent Accounting Consultant
jay.bornstein@cpa.com
2159157370

Jay M. Bornstein, CPA is a retired Big 4 partner who worked in EY’s auditor independence group for 9 years writing policies, assisting engagement teams and representing the firm and its clients in dealings with the SEC related to independence matters. Jay is a frequent writer and lecturer on auditor independence matters. Prior to his work on auditor independence Jay served as a tax partner for 30 years in EY’s Philadelphia office where he assisted publicly traded clients primarily in the retail and casino gaming industry.

About Our Presenter

I currently advise companies on mergers and acquisition transactions typically serving as an intermediary between company executives and retained due diligence or tax structuring advisors. I am also currently assisting companies on income tax accounting and financial statement tax related disclosures. I have also consulted and advised on auditor independence matters assisting Firms with meeting regulatory requirements.