About the Program: 

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

 

Jay Brown, Formerly of the PCAOB, Board Member

 

5:50 PM | KEYNOTE PRESENTATION

 

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

 

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

 

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

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

Additional Panelists TBA

 

7:00 PM | CLOSING REMARKS

 

Francisco Vazquez Ahued, FRM, CFA, Public Finance Consultant

Sponsored by

CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation and the largest CFA Institute affiliate in North America.

In addition to delivering more than 200 events a year for nearly 9,000 members, CFA Society New York is responsible for preparing hundreds of candidates in the New York metropolitan area for the Chartered Financial Analyst® exam.

CFA Society New York is committed to promoting best practices and fiduciary responsibility in finance. Where investors’ interests come first, markets function at their best, and economies grow. For more information, visit https://www.nyssa.org/.

Registration:

General Registration: $25

Baruch College Alumni please use code “BCALUM” for a reduced fee of $15

Baruch College Students, Faculty and Staff use code “BARUCH” for your free registration

To register, please click here. Please also note you will need to create a CFA Institute account to participate.