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2019 Accounting and Controls Update
December 13, 2019
Patrick Carvey presenting on fiduciary responsibilities at Alamo Drafthouse
Senior manager, Patrick Carvey, presented on fiduciary responsibilities at our annual CPE program at Alamo Drafthouse.

On December 11, 2019, we hosted our 7th annual client CPE event. This program offered clients, alumni and current employees the opportunity to get caught up on updates and important topics in the accounting industry.

Discussion topics included:

  • Accounting Updates
  • PCAOB & SOX Updates
  • Benefit Plan Fiduciary Responsibilities
  • M&A Considerations & Common Findings
  • SOC Considerations

You can access the slides for the Holtzman Partners’ 2019 CPE presentation here.

Thank you to all who were able to join us! We look forward to seeing you at next year’s event!

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