Enhancing Quality – Part 2: Auditing A/E Firm Overhead Rates

Teacher

Dan Purvine

Categories

$199.00

Don’t miss this web-based training in which instructor Dan Purvine will describe methods that A/E firms and CPA firms can use to enhance the quality of A/E firm overhead rate audits and facilitate an easier state DOT review process. Topics to be covered will include essential audit planning activities for CPA firms, and actions that A/E firms should take before year-end in preparation for the audit. Dan will explain how to plan the overhead audit to effectively address risk areas, and recommended testing procedures for allowability of costs. He will discuss the current state of practice for key risk areas such as compensation, bonuses, and vehicle costs, as well as evaluation of A/E firm internal controls. Dan will provide insights into the state DOT review process and documentation you should be prepared to submit in support of state DOT reviews.

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

Price: $199

Course Features

Lectures 4
Quizzes 1
Students 9
Certificate Yes
Assessments Self

Course 0/5
- Lecture1.1
  
  Introduction – Enhancing Quality Part 2 – Auditing A/E Firm Overhead Rates
- Lecture1.2
  
  Download Resources – Enhancing Quality Part 2 – Auditing A/E Firm Overhead Rates 05 min
- Lecture1.3
  
  Recorded Webinar – Enhancing Quality Part 2 – Auditing A/E Firm Overhead Rates 02 hour
- Quiz1.1
  
  Exam – Enhancing Quality Part 2 – Auditing A/E Firm Overhead Rates 10 questions
- Lecture1.4
  
  Conclusion – Enhancing Quality – Part 2: Auditing 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.