Objectives

• Practical guidance in achieving relevant and consistent disclosures from the process at Hellam Varon
• What Hellam Varon sees in peer reviews
• A high-level review
• Significant new standards in the past 2-3 years
• Related disclosure challenges
• Ideas to ensure disclosures are not missed in client financial statement disclosures

Who Should Attend

Staff who want to polish their process with practical guidance from an industry leader

CPE Credit

Participants will earn 1.2 CPE credits
Field of Study: Auditing
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet Based

About the Speaker

Kai Bottomley
Retiring Shareholder
Hellam Varon
Bellevue, WA
kbottomley@hellamvaron.com
https://hellamvaron.com

Kai has been serving clients at Hellam Varon since 1989. As one of the firm’s shareholders, he brings a rare ability to consult on both the audit and accounting side as well as on tax strategies. Additionally, he is an experienced business advisor specializing in strategic business planning and merger and acquisition consulting. He works with clients in a variety of for-profit industries including construction, manufacturing and distribution, and service industries.

When it comes to his practice, Kai epitomizes the client service focus Hellam Varon has fostered since its inception. He is a master at developing personal, long standing relationships with his clients. He meets with clients on a regular basis to discuss their challenges, business issues and possible solutions. He also believes in encouraging staff to interact directly with clients, a contributing factor to the successful growth of the firm and a benefit to the staffs’ professional development…a win/win!

CERTIFICATIONS
Certified Public Accountant
WSCPA Peer Review Program Reviewer

PRACTICE EMPHASIS
Accounting and Auditing, Tax, Closely Held Businesses, Individuals