Enhancing Quality – Part 1: Developing A/E Firm Overhead Rates

Teacher

Dan Purvine

Categories

$199.00

In this 2-hour web-based training, instructor Dan Purvine discusses the important issues that A/E firms need to address in the development of their overhead rate, as well as actions that firms can take to enhance the quality of their overhead rate and supporting documentation, to help them avoid issues in the state DOT review process. Whether you work for an A/E firm, a CPA firm, or a public agency, this course will provide valuable insights into these important issues. Dan will address topics such as key factors and decisions affecting your overhead rate, policies and procedures you need to have in place, and how to minimize year-end audit adjustments. He will describe how to establish a model to predict your overhead rate, high risk areas for special attention, and common costs questioned in state DOT reviews. The webinar will be followed by a 10 question quiz that must be passed at a 70% rate for a Certificate of Completion.

Who will benefit: A/E firms developing an overhead rate, whether audited or not, CPA firms performing overhead rate audits of A/E firms, and public agency audit staff

Hours of CPE credit: 2

Course Features

Lectures 4
Quizzes 1
Students 7
Certificate Yes
Assessments Self

Course 0/5
- Lecture1.1
  
  Introduction – Enhancing Quality – Part 1: Developing A/E Firm Overhead Rates
- Lecture1.2
  
  Download Resources – Enhancing Quality – Part 1: Developing A/E Firm Overhead Rates 10 min
- Lecture1.3
  
  Recorded Webinar – Enhancing Quality – Part 1: Developing A/E Firm Overhead Rates 02 hour
- Quiz1.1
  
  Exam – Enhancing Quality – Part 1: Developing A/E Firm Overhead Rates 10 questions
- Lecture1.4
  
  Conclusion – Enhancing Quality – Part 1: Developing A/E Firm Overhead Rates 30 min

Dan Purvine

Dan Purvine is the President of A/E Clarity Consulting and Training, a firm that specializes in helping A/E firms to navigate the complex rules and regulations applicable to state, federal, and local agency contracts. Dan brings to this role over 14 years of experience in the A/E industry as the Vice President of Finance and Accounting for a large engineering firm. Dan has been providing A/E industry training through A/E Clarity since 2012 and has trained thousands of people in architecture and engineering firms, CPA firms and public agencies. Dan is the former chair of the American Council of Engineering Companies (ACEC) National Audit Subcommittee and continues to work closely with FHWA and AASHTO in his consulting role with ACEC to achieve uniform application of FAR Part 31 and the AASHTO Audit Guide, and to better address the needs of A/E firms nationwide. He has been heavily involved in the development of the AASHTO Audit Guide and the National Compensation Matrix, and works closely with the AASHTO Audit Guide Taskforce to continually improve the Guide as a tool for A/E firms, State DOTs, and CPAs. Dan works closely with state ACEC organizations and many state DOTs on issues related to FAR compliance, audits, and reimbursement of A/E firm costs. A/E Clarity provides training and consulting services and through a related CPA firm, D. L. Purvine, CPA, PLLC, Dan and his team perform overhead audits for clients nationwide. Dan also served as the 2015-16 Chair of the North Carolina Association of CPAs and is a former member of the AICPA Council.