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.
Louis, NJ
"Need to take auditing courses to meet licensing requirements, though now retired. This class was interesting and keep my attention. The speaker presented the topic in an informative, but not in boring manner. I recently paid good money to attend a class given by professional lecturer, I attended the class with those activity working in the professional, they found the lecture to be very boring."Christopher, MI
"This is the 2nd CPA Academy course of Jay's that I have attended and he makes me proud to be a fellow EY "alumnus." The polling questions are functional but also pretty funny - looking forward to leasing a Porche based on his recommendation!"theresa, NY
"Jay Bornstein is an excellent, knowledgeable and entertaining lecturer. This is the second session I have taken with him and both have been educational and thoroughly enjoyable. He makes learning easy!"ANITA, OK
"AMAZING HOW MUCH I AM LEARNING FROM EACH COURSE THAT I THOUGHT I ALREADY KNEW. REALLY OPENS YOUR MIND TO THE REALIZATION THAT WE NEED TO KEEP ON STUDYING JUST TO KEEP UP WITH CURRENT LAWS AND CHANGES,"Jim, CA
"Outstanding mix of technical knowledge and real world experience. Toss in an Utley reference (which proves that the webinar was live!!) and some great poll questions as well."Laurence, NJ
"Jay has a terrific sense of humor. I found myself ROTFLOL over his "heartless participants" comment on the elderly grandmother's estate polling question!! :-)"Dottie, TX
"Mr. Bornstein is clearly an expert in the area of auditor/CPA independence matters, and dispenses that knowledge in an interesting and thorough presentation."Mary F, NJ
"Mr Bornstein is an effective and engaging presenter of this tedious yet vitally important information. Excellent update presentation! Thanks!"
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.