December 1 – 14, 2026

Live Webcast

Audit Excellence: The Essential Guide to Understanding, Planning, Performing, and Reporting - Audits Under U.S. GAAS

A series of 2-hour live sessions held on select dates within this window. Attend one or build your full audit toolkit.

December 1 – 14, 2026
Live Webcast
  • View Bio

    Instructor

    Jonathan
    Zuckerman

    View Bio

    Mr. Jonathan Zuckerman, CPA

    Bio
    Jonathan Zuckerman, CPA, is a Partner based in the Firm’s New York-Midtown office. He has more than fifteen years’ experience in public accounting specializing in providing accounting and auditing services in various industries including public and privately held commercial clients, real estate investment trusts, not-for-profit organizations, investment companies, and hospitality clients. Jonathan has been involved in a number of group audits for various international clients. He has also worked with independent member firms of PKF International Limited in connection with assignments that addressed IFRS, International Audit, US GAAP and US GAAS issues. Jonathan has also been an instructor in the Firm’s in-house continuing professional education program and is involved in the Firm’s on-campus recruiting program.
  • View Bio

    Instructor

    Bonnie
    Mann Falk

    View Bio

    Ms. Bonnie Mann Falk, CPA

    Bio
    • As a Berdon LLP and Citrin Cooperman Advisors Quality Control Partner with over 30 years of experience, Bonnie advises on policies and procedures to enhance quality, increase efficiency, and elevate communication, performs technical reviews of engagements, provides guidance on accounting and auditing technical pronouncements, consults on complex accounting and auditing matters, trains staff on best practices and technical matters, works with Firm leaders to incorporate new technologies, and elevates the Firm reputation for technical expertise.

      Bonnie works with clients in a variety of industries: real estate, financial services, manufacturing & distribution, professional services, food and beverage, not-for-profit, and employee benefit plans.

      Prior to joining Berdon, Bonnie was the Partner-in-Charge of Quality Control at another NY based CPA firm, leading the team in performing engagement quality reviews, providing technical guidance and training, establishing firmwide policies and procedures, and publishing thought leadership. She spent 13 years on the Quality & Risk Management and Financial Services Teams at the US arm of a global accounting firm. While in this role, Bonnie serviced clients reporting under US GAAP and IFRS —including domestic and international publicly traded and privately held companies, banks, registered investment advisors, investment companies, broker/dealers, and digital assets. She served on 6 CAQ Task Forces and as the Q&RM Lead on Long Island, performed engagement quality control reviews, provided technical guidance globally, authored comment letters to standard setting bodies, developed and delivered worldwide training, and performed internal inspections domestically and internationally.

      Bonnie gained a unique perspective on internal and external reporting spending 3 years at a Fortune 500 financial institution providing analyses and information to upper levels of management, the Board of Directors, the Audit Committee, and the auditors. This perspective was complemented by serving as the CFO to a Registered Investment Advisor and working as a consultant.

      Bonnie is a member of the AICPA; NYSSCPA - Chair-Auditing Standards Comm., Accounting & Auditing Oversight Comm. and CPA Journal manuscript reviewer; Baruch College Zicklin School of Business Auditing Conference Steering Comm.

      Bonnie is as an Adjunct Professor at a local college and mentors high school students by judging national competitions for Virtual Enterprise International. Bonnie has been quoted in Long Island Business News and The Wall Street Journal.
  • View Bio

    Instructor

    Keith
    Peterka

    View Bio

    Mr. Keith Peterka

    Bio
    Keith C. Peterka, is a partner-in-charge of the Professional Standards Group at Marks Paneth LLP. He has more than 20 years of public accounting experience and is skilled in dealing with complex accounting and reporting issues. Prior to joining Marks Paneth, he was a partner in the professional standards group of a national firm. He played a key role in developing his predecessor firm’s audit quality plan and training programs. He has also worked for over a decade at a Big Four firm serving middle market and multinational clients in both there Pennsylvania and Texas offices. In addition, he worked in their capital markets group in both Europe and Asia assisting multinational clients with complex accounting issues under both IFRS and US GAAAP, as well as SEC reporting issues. His deep background also includes serving as an inspector with the Public Company Accounting Oversight Board (PCAOB). In addition to performing inspections of Big Four firms in the US, he also was a member of international inspection teams for firms in Canada, Asia and India.
  • View Bio

    Instructor

    Kathleen
    Mills

    View Bio

    Ms. Kathleen Mills

    Bio

    Kathleen Mills, CPA is an Audit Partner at PKF O'Connor Davies, LLP, where she co-leads the firm's Real Estate Practice. With more than 15 years of experience in public accounting, Kathleen specializes in providing accounting and auditing services to both privately held and publicly traded companies across a variety of industries, including real estate, hospitality, employee benefit plans, manufacturing, distribution, and other commercial sectors.

    Throughout her career, Kathleen has worked extensively with a range of financial reporting frameworks, including U.S. GAAP, International Financial Reporting Standards (IFRS), and the income tax basis of accounting. In addition to serving clients, she is actively involved in professional development and talent cultivation, serving as an instructor in PKF O'Connor Davies' in-house continuing professional education program. 

    Kathleen is also an adjunct professor in the Accounting and Business Law Department at St. Francis College, where she teaches both undergraduate and graduate accounting courses. Her leadership and contributions to the profession have earned significant recognition, including the AICPA's Emerging Leaders Award and inclusion on Forbes' America's Top 200 CPAs list in 2025. She was also recognized by the New York State Society of CPAs as an Emerging Leader in its prestigious "40 Under 40" program. 

    Kathleen is a Certified Public Accountant in New York and is an active member of both the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYCPA

FAE's Auditing Seminar Series provides a comprehensive examination of a nonissuer financial statement audit conducted in accordance with U.S. GAAS. Through four focused seminars, participants will follow the audit process from engagement acceptance and planning through risk assessment, testing, documentation, and reporting.

Each seminar may be attended individually or as part of the full series, allowing participants to build knowledge in specific areas while gaining a broader understanding of the audit process as a whole.

Audits play a critical role in promoting confidence, transparency, and accountability in financial reporting. This series is designed to help participants strengthen their technical knowledge, apply auditing standards effectively, and better understand the decisions auditors make throughout an engagement. The content is valuable for auditors, financial statement preparers, governance professionals, and others involved in financial reporting and compliance.

Participants will gain practical insight into:

  • Auditor responsibilities and professional ethics
  • Audit planning and engagement management
  • Risk assessment and internal controls
  • Audit evidence and testing procedures
  • Professional skepticism and judgment
  • Audit documentation requirements
  • Audit completion and reporting
  • The application of U.S. GAAS throughout the audit process
  • Communication of audit findings and conclusions
  • High-quality audit methodologies and best practices

Learning Objectives

Upon completion of this series, participants will be able to:

  • Identify the purpose and professional responsibilities associated with financial statement audits performed under U.S. GAAS.
  • Apply risk assessment principles to the planning and execution of audit procedures.
  • Evaluate the sufficiency and appropriateness of audit evidence and supporting documentation.
  • Assess audit findings, reporting considerations, and required communications at the conclusion of an engagement.
  • Develop their ability to contribute to audit engagements through improved planning, testing, documentation, and professional judgment.
  • Discuss audit matters effectively with engagement team, members, management, and governance stakeholders.
  • Produce high-quality audits that promote transparency, reliability, and confidence in financial reporting.

Things to Know

Course Level

  • Intermediate

Professional Area of Focus

  • Auditing (NYSED) (Auditing)
  • Auditing (NASBA)

Intended Audience

This FAE Auditing Seminar Series is designed for:

  • Staff accountants and senior accountants seeking a deeper understanding of the audit process.
  • Early- to mid-career auditors looking to strengthen their technical knowledge and professional judgment.
  • Financial reporting professionals who work closely with external auditors.
  • Controllers, accounting managers, and finance leaders responsible for audit readiness and financial statement preparation.
  • Internal auditors seeking a broader understanding of external audit methodology.
  • Professionals transitioning into audit, assurance, or financial reporting roles.

Provider

Foundation for Accounting Education

Select Series

Purchase This Product

  • NYCPA Member

    $
    Join

  • NYCPA Non-Member

    $
    Your Price

Please login to register.

Select series to purchase this product.