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Get an update on the latest issues impacting accounting and auditing!
Businesses — save when 6+ attendees are registered. Attendees will still stay safe and socially distanced. Read more about group livestreams.
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Conference developed by the OSCPA Accounting & Auditing Project Committee.
We appreciate Private Practice Transitions for sponsoring the 2021 Accounting & Auditing Conference.
- Fraud Risk and Internal Controls for Remote Working
Emily Bradford, CPA, CFE, PI & Dave Porter, CPA, CFE, Geffen Mesher Company PC | Mike Nurse, CPA, CFE, MBA, Clark Nuber PS
This session will cover important internal controls necessary for your organization to implement in order to guard against possible fraud in this new remote environment.
- COVID-19 Financial Reporting Accounting
Dan Noll, CPA, AICPA
The damage done to many businesses is not easily cured by a vaccine. This session will focus on some of the continuing accounting challenges caused by the pandemic.
- Quality Control Standards – Find out What's Changing
Ahava Goldman, CPA, AICPA
Major changes are in the works for quality control standards, including a name change. This session will present an overview of the ASB’s proposed suite of quality management standards that address the way CPA firms manage quality for their accounting and auditing practices. The standards offer a new proactive, risk-based approach to effective quality management systems within CPA firms, which will improve the scalability of the standards and promote a system tailored to the firm and its engagements.
- Accounting & Auditing Standards Update
Scott Williams, CPA, Delap LLP
During this session, we will review recently issued accounting standards with a focus on those standards that are effective in 2021. We will also briefly review recently issued auditing standards.
- Economic Update: Where Are We on the Road to Recovery?
Steve Scranton, CFA, Washington Trust Bank
This session will provide an update on the Oregon and National economies. Information and perspective will be provided to help identify our progress on the road to recovery. The goal of the session is stimulate thought processes and help participants plan for the economic journey that lies in front of us.
- Business Model Changes Due to COVID-19
Joel Owens, PhD, CPA, Portland State University
How will business change and adapt in the next several years? In this session, Joel Owens, PhD, CPA, will take a futurist's perspective to explore recent developments and future possibilities for business in a world fundamentally changed by the COVID-19 pandemic. Relevant behavioral research in business, accounting, and auditing will be reviewed.
If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email firstname.lastname@example.org.
Emily Bradford joined Geffen Mesher over 12 years ago and has focused her audit and accounting services in the professional services, technology, manufacturing, distribution and restaurant sectors. She is part of the firm's Forensic and Integrity Group and is a certified fraud examiner and an Oregon Licensed Private Investigator. Emily's forensic expertise helps companies develop stronger internal controls, mitigate risks and recover from occupational fraud when it does occur.
Ahava Goldman, CPA, is an Associate Director with the Audit and Attest Standards team at the Association of International Certified Professional Accountants (Association). Ahava is the staff liaison for the AICPA Auditing Standards Board and supports their standard-setting activities. Previously, Ms. Goldman was a senior manager on the AICPA Examinations Team where she was responsible for the content and development of all sections of the Uniform CPA Examination. Before joining the AICPA, she worked in public accounting at both local and national firms. She graduated magna cum laude from Stern College of Yeshiva University with a Bachelor of Science in Accounting.
Dan Noll, CPA, is Senior Director of Accounting Standards at the American Institute of Certified Public Accountants. Dan’s primary responsibilities include working with the Financial Reporting Executive Committee (FinREC, formerly known as AcSEC) in arriving at AICPA positions on financial reporting matters, and in providing external financial reporting guidance. In addition, Dan leads the AICPA’s efforts related to private company financial reporting.
Dan works with numerous organizations, committees, expert panels, and task forces that focus on improving financial reporting and ensuring that accounting professionals have the requisite tools needed to best serve the public interest.
Dan has a B.B.A. in Public Accounting from Baruch College and was an evening adjunct professor at that institution for four years. Before joining the AICPA, Dan was with PricewaterhouseCooper's (formerly Coopers & Lybrand) New York and National Offices.
Mike Nurse, CPA, CFE, MBA is a principal in Accounting and Consulting Services at Clark Nuber. He focuses on serving businesses in the professional services and healthcare industries. Mike is also a Certified Fraud Examiner, has a certificate in COSO Internal Control Framework, and specializes in fraud and forensic accounting. He has over fourteen years of proven outstanding client service, and has held positions in both the private and public accounting industries.
Whether it’s climbing 19,341 feet to summit Mt. Kilimanjaro, reaching terminal velocity while skydiving, or rescuing feral cats, Mike is always up for an exciting new adventure.
Dr. Joel Owens joined the faculty of The School of Business at Portland State University in 2018. Previously, he taught at the University of Nebraska–Lincoln and was an auditor with Elliott Davis, LLC in Greenville, SC. He earned his Bachelor, Master, and PhD degrees all at the Darla Moore School of Business, University of South Carolina.
Joel teaches auditing and financial accounting topics. His research examines individual judgment and decision-making in auditing and accounting contexts. Specifically, Joel’s research interests lie at the intersection of organizational behavior, personality and applied psychology, and accounting.
Joel’s research has been published in Journal of Information Systems, Journal of Management Accounting Research, Journal of Business Ethics, presented at universities and research conferences around the world, and cited in stories by Reuters, CFO Magazine, AccountingToday, New York Post, and others.
Joel is passionate about truth and professional responsibility. He believes that integrity is the accountant’s most important characteristic, and he models and emphasizes this concept as he instructs his students. His dedication to his students’ success has been recognized with several prestigious teaching awards.
In his free time, Joel enjoys going on backpacking and skiing adventures, visiting with friends and family, reading and listening to as many audiobooks as he possibly can, and tasting great food and craft beer all over the country.
As a Shareholder, David Porter is known for his responsiveness, creativity, and client focus. After 15 years in public accounting with a Big 4 firm, Dave started and led two successful consulting firms over the next 14 years before starting at Geffen Mesher. He also served as the VP of Finance and Controller for a rapidly growing manufacturer of technology products. His experience in public accounting, private industry, and consulting combine to give him a unique perspective.
Dave’s forensic expertise helps companies develop stronger internal controls, mitigate risks, and recover from occupational fraud when it does occur. “Business owners are focused on running their companies and may not stop to consider that a trusted employee might be stealing from them.” This need led Dave to launch Geffen Mesher’s Forensic Accounting group. Under his leadership, the group has quickly become a well-rounded and sought-after forensic team.
Steve Scranton is the Chief Investment Officer & Economist for Washington Trust Bank and holds a Chartered Financial Analyst designation with over 35 years of investment and economic experience.
As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and actively participates on committees within the bank to help design strategies and policies related to investments. As the economist for Washington Trust Bank, Steve participates in public speaking engagements, as well as authoring multiple communications, to keep clients and the public informed of economic and investment market conditions. Throughout the Pacific Northwest, Steve is a well-known speaker on the economic conditions and the world financial markets.
Scott Williams was born and raised in San Jose, California, studied at Brigham Young University, and began his career at PwC in the Portland office. After becoming an audit manager at PwC, Scott joined Delap where he is currently a partner in the Assurance practice. With nearly 20 years of public accounting experience, Scott has a passion for working closely with clients and providing them with exceptional service. Scott's focus at Delap includes audit and accounting services in the financial services, manufacturing/distribution, and software/technology industries.
Scott stays in front of changing regulations and the latest accounting guidance, including IFRS. He regularly presents on accounting hot topics to local groups and organizations. Scott also leads Delap's internal learning and training initiatives.
When Scott is not at the office, he enjoys spending time with his wife and three children and volunteering at his church. He also stays active by hiking, backpacking, competing in triathlons, and spending time on the river waterskiing or wakesurfing.