The session will focus on what audit procedures you can perform during the interim period. And how you link those procedures into your year-end field work for the engagement.
1. Identify More
Carl Oliveri is a Partner and the Construction Practice Leader at Grassi & Co. Carl possesses 20 years of experience working with clients in the Construction Industry, particularly with regards to financial statement preparation, income tax preparation, cash flow and operations forecasting as well as litigation and cost claim support with related negotiations. His extensive industry experience allows him to provide insight and advice to construction clients on marketplace trends and best practices. A thought leader in the industry, Carl has presented nationally at the American Institute of Certified Public Accountants (AICPA) and Construction Industry CPAs-Consultants Associations (CICPAC) Construction Conferences and across the Metropolitan area including the New York State Society of Certified Public Accountants (NYSSCPA) Construction Conference as well as for the General Contractors Association, Building Trade Employers’ Association and other trade organizations in New York. Additionally, he has published articles on contemporaneous issues such as the current state of the New York Metropolitan Construction Industry, American Taxpayers Relief Act, Contractors’ Sales Tax Issues and the upcoming impact of Public Private Partnerships. Carl is a member of the Executive Committee and the President of CICPAC, where he also served as the Thought Leader Committee chair. He also serves on the board for the New York City Chapter of the Construction Financial Management Association (CFMA) as the Vice President, and was the chairperson for the NYSSCPA Construction Contractors Committee for 2 terms. Most recently, Carl was appointed an at large position on the board of the Institute of Certified Construction Industry Financial Professionals (ICCIFP) and named to the National Association of Surety Bond Producers CPA Advisory board. Other professional associations include American Institute of Certified Public Accountants (AICPA), the worldwide and New York City Association of Certified Fraud Examiners. Carl earned his Bachelor of Science in Accounting and his Masters of Business Administration with a concentration in Management from the York College of Pennsylvania.