In Person: Accounting and Auditing Conference

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Thursday, May 22, 2025 @ 8:30am 4:30pm
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Description

This event will provide the crucial guidance you need to stay in compliance with the many A&A rules affecting your practice, business or clients. Complete agenda forthcoming.

Credits

Category Amount
Accounting&Auditing 8.00

Sessions

Thursday, May 22, 2025

7:45am - 8:30am
$0.00
8:30am - 12:00pm
$0.00

You send your client his company's profit and loss statement and balance sheet each month.  He probably looks at the bottom line of the P&L, and maybe looks at the month and year to date numbers. Then, the reports go in a file, forgotten.
What if you could make those financial statements "come alive"?  What if you could show him what they are telling him about the financial condition of his company? What if you could help him spot impending financial issues and resolve them before they become major crises?
This session shows you how to do just that.  See how graphs help you tell your client's financial story.  Discover the 14 trends that show your client what is happening financially with his business. Then you can give him suggestions to reverse the trends that are headed in the wrong direction. 
Show your client his financial story in ways he can understand and take action. You'll have a more satisfied, loyal client.

Credits: Accounting&Auditing 4
Leaders:
1:00pm - 2:40pm
$0.00

Organizations continue to strive to streamline accounting practices and understand their data better than ever. Fortunately, today's tools for doing so make these tasks easier than they have ever been. For example, Excel offers some outstanding data analytics options, accounting applications provide great automation options, and multiple third party solutions such as Power Automate can round out your feature set.

Participate in this session to learn how you can take advantage of the automation and analytics tools available to you and your team. The time is never been better to take advantage of the options that can enhance and streamline your organization's operations. 

Credits: Accounting&Auditing 2
2:50pm - 4:30pm
$0.00

Accountants have to go beyond the numbers and also evaluate the quality of the numbers.  In this session with will discuss how the numbers may be influenced by fraud perpetrators and Quality Management in attest engagements.     

Credits: Accounting&Auditing 2

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

Donna M. Ingram

Donna M. Ingram

Donna Ingram is President of Donna M. Ingram, CPA, PC in Vicksburg, MS. She previously was a partner at May & Company, LLP for 18 years and has practiced accounting for over 30 years. In addition to being a CPA, Donna is a Certified Fraud Examiner and Certified in Financial Forensics. Donna is a graduate of Michigan State University. She was a member of the Mississippi Society of CPAs Peer Review Committee for over a decade, serving one term as Chair. She also served as Chair of the MSCPA's Accounting and Auditing Committee. Donna served on the AICPA's Peer Review board from 2003 to 2005. Donna is involved in numerous civic and charitable organizations and has been a presenter of accounting, auditing and fraud related courses around the country. Donna and her husband Paul have two sons, one following in his mother's footsteps as a CPA and the other an assistant PGA professional at Pasatiempo.

Ruth King

Ruth King

Profit & Wealth Guru Ruth King has a passion for making business financial statements come alive utilizing the latest systems/processes/technology. Ruth is founder and CEO of Financially Fit Business, LLC. This AI driven software helps CPA's, financial experts, and business owners analyze financial statements in less than 10 minutes a month; making it easy for business owners to see the financial health of their companies. She is the developer and leader of the NASBA sponsored group live course, Understanding Financial Statement Trends Analysis. Ruth holds an MBA in Finance from Georgia State University and wrote The Courage to be Profitable and 5 other award-winning books. Ruth's media appearances include Fox San Diego, Wall Street Journal Radio Network, and the Big Biz Show. Ruth has spoken internationally on financial topics for South Carolina Association of CPA's, Kohler, Carrier Corporation, Deluxe, and many other national/state/local events.

Thomas G. Stephens

Thomas G. Stephens

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.