Discussion Leader: Leo R. Moretti, CPA, CGMA, Partner, Marcum LLPErica Olobri, CPA, Marcum LLPKyle Connors, CPA, Marcum LLPDate: Wednesday, October 20, 2021 – 8:30am – 12:00pmLocation: Zoom Live Video Conference
Attend this half day seminar for an informed discussion of the following topics:
· General requirements for complying with the Yellow Book
· The revised requirements and guidance related to independence in the 2018 revision of the Yellow Book
· Ethics, independence, and professional judgment
This program qualifies for 3 hrs. of Yellow Book.
| Workforce Training Express Fund Course #1132523 Apply for a maximum 100% reimbursement: Express Program – Workforce Training Fund |
Speakers Bio: Leo R. Moretti, CPA, CGMA is a partner in the Firm’s Providence, Rhode Island, office. He has extensive accounting and auditing experience focusing on governmental, HUD, non profit organizations, and quasi-municipalities. Mr. Moretti is also very active in providing peer review and quality review advisory services for CPA firms in several states. Mr. Moretti is a committee member and former chairman of New England Peer Review, Inc. He is also very involved in teaching CPE seminars and is a former instructor for the Becker CPA Review Course. He was honorably discharged at the rank of staff sergeant after serving six years in the Rhode Island Army National Guard.
Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA), Peer Review Program/Reviewer
Rhode Island Society of Certified Public Accountants (RISCPA), Accounting & Auditing Committee/Peer Review (Chairman 2009-2011)
New England Peer Review, Inc., Executive Committee/New England Peer Review/Chairman (2001-2004, 2015 – 2019)
Rhode Island Association of Public Accountants
Massachusetts Association of Accountants
Erica M. Olobri, CPA, MPAC has more than 16 years of experience in public accounting. She has primarily worked on audit and accounting engagements. Her focus is on audits of local governments, healthcare organizations, not-for-profit organizations, and real estate and small businesses. Additionally, Ms. Olobri provides tax and other consulting services.
Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Rhode Island Society of Public Accountants (RISPCA)
Alzheimer’s Association, Board Treasurer
Member of the Marcum Women’s Leadership Initiative
Massachusetts Society of Certified Public Accountants (MSCPA)
CCRI Foundation Trustees, Board Treasurer
Kyle J. Connors, CPA is an assurance director in the Providence, Rhode Island, office. He has more than 10 years of experience in public accounting, with significant expertise in municipal auditing and financial reporting matters. In addition, Mr. Connors leads assurance engagements for not-for-profit organizations, employee benefit plans, schools, and small/emerging businesses.
Mr. Connors has extensive Uniform Guidance experience, testing for municipal compliance in the administration of federal education grants, HUD grants, and federally funded capital loan programs. Throughout his tenure in municipal accounting, Mr. Connors has worked closely with the State of Rhode Island, implementing Uniform Chart of Accounts guidance as well as the new Annual Supplemental Transparency Portal reporting.
Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants (MSCPA)
Children’s Museum of Greater Fall River, Treasurer, Board of Directors
Big Brothers Big Sisters of Fall RiverCPE Credit Hours: 4Registration Form: 
2021 Fall CPE Registration Form.pdf