Mark
provides CPE and technical staff training for CPA firms, private industry, state
CPA societies, and government organizations.
His topics include accounting, SSARS, ethics, fraud, internal and
external auditing, internal control development (COSO), entrepreneurship, and
developing a business plan. Mark is in
the process of initiating a new entity, The Internal Control Institute, which
will be offering CPE and staff training related to internal controls, and in
conjunction with professors from Claremont Graduate University, will be
providing internal control consulting.
Mark
is also an expert witness in the defense of CPAs in cases involving primarily ethics,
fraud, and compliance with standards in the performance of professional
services.
Mark
also provides consulting services to CPA firms with an A & A practice that
do not have an expert on GAAP or requirements of Professional Standards within
the firm. He addresses such matters as
conformity with GAAP, adequacy of disclosures, compliance with professional
standards, risk assessment, development and performance of audit and review
processes, engagement documentation, compilation and preparation engagements,
ethics and independence requirements, assessing and enhancing internal controls
for the firm and clients, preparation for peer review, and staff training and
CPE. He also provides consulting
services related to client management and marketing.
Mark’s
public accounting experience includes working with Kenneth Leventhal &
Company and more recently, he was a partner at NSBN, a Beverly Hills CPA and
business consulting firm. Mark’s industry experience includes serving as
assistant controller of a large trucking and warehousing firm along with
controller and Vice President of Finance and Administration for major real
estate development companies. Mark also
spent nearly 30 years as an entrepreneur, operating a company that prepared
individuals for the CPA exam nationwide.
Mark
has been involved in accounting education at CSU Northridge, CSU San
Bernardino, Loyola Marymount University and UCLA. He obtained his bachelor’s degree in
accounting from CSU Northridge. He obtained his Executive MBA at the Peter
Drucker and Masatoshi Ito School of Management at Claremont Graduate
University, where he previously had been a student of Dr. Drucker’s. He also obtained an Internal Control
Certificate from COSO. Until recently, he
authored “Knowledge Based Preparation, Compilation, and Review Engagements” for
CCH and updated their checklists for SSARS engagements. He also served as Senior Editor for Roger CPA
Review.
