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.
(851) Ratings
RN
May 6th 2020
Keep doing what you are doing - the webinar was easy to join, and video and audio worked great.
AD
Apr 15th 2020
Fantastic Presentation Skills And Take Away Information. Super Knowledeable Presenter
SM
May 11th 2022
Such a great overview for all of the updates.
SM
May 11th 2022
Such a great overview for all of the updates.
SM
May 11th 2022
Such a great overview for all of the updates.
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