A&A Playbook - Virtual

Friday, November 13, 2026
8:25 a.m. – 12:20 p.m.
Virtual
4 CPE Credits

Cost: $300 Member | $385 Non-Member
No Early Bird

Separate registration is required. Registration for the November 12 Accounting and Auditing Conference does not include the A&A Playbook.

Go deeper on the decisions and documentation that shape engagement quality. This half-day program focuses on applying accounting guidance, documenting the use of AI, connecting risk assessment to audit procedures, and evaluating when analytical procedures provide persuasive evidence.

Join us for four sessions built around the standards, judgment, and execution involved in accounting and auditing engagements. Attend the A&A Playbook on its own or as a follow-up to the November 12 Accounting and Auditing Conference.

CPAs, auditors, engagement leaders, managers, reviewers, and other professionals involved in preparation, compilation, review, audit, and assurance engagements.

Mary Laidman, CPA

Heather Lindquist, CPA, IL CPA Society

Carmen F. Mugnolo, CPA, Mugnolo & Associates, Ltd.

Jodi Seelye, CPA

Kelly Buchheit

Managing Director, Citrin Cooperman

Kelly is a managing director in Citrin Cooperman's Assurance Practice. She began her career in public accounting, performing audits, reviews, and compilations across a range of industries with a particular focus on not-for-profit organizations. She later transitioned into a quality control role, showcasing her strong commitment to technical excellence. Kelly brings extensive experience in providing technical consultations on accounting and professional standards, conducting pre-issuance reviews and internal inspections, and leading firm-wide training initiatives.

Previously, Kelly was the director of audit and assurance quality control at Ostrow Reisin Berk & Abrams, Ltd. (ORBA), which joined Citrin Cooperman in 2025.

Kelly McCabe

Manager, Grant Thornton LLP

Kelly is a manager in the Audit Methodology and Standards Group at Grant Thornton LLP and has nearly 10 years of experience in public accounting. Kelly is a certified public accoutant in Illinois, and she is a member of both the AICPA and the Illinois CPA Society, where she currently serves on the Audit & Assurance Services Committee.

In her role within the Audit Methodology and Standards Group, Kelly supports the firm's audit practice on complex auditing matters. She contributes to the development and implementation of audit methodology related to new and existing auditing standards, including designing and delivering training programs for audit professionals. She also assists with the firm's communications to standard setters and regulators on emerging auditing topics and participates in several assurance-related task forces.

Prior to joining the Audit Methodology and Standards Group, Kelly served clients in both the public and private sectors. She has experience working with companies across a variety of industries, including manufacturing, technology, and professional services.

Thomas Duncan

Partner, Grant Thornton LLP

Thomas (Tee) Duncan is an audit partner at Grant Thornton LLP (Grant) and has almost 30 years of experience in public accounting. Tee is a certified public accountant in Illinois, South Carolina, North Carolina, and Georgia. Tee is a member of the AICPA and the IL CPA Society, where he serves on the Audit & Assurance Services Committee.

Tee serves as one of the Professional Practice Directors (PPDs) for the Illinois, Minnesota, Wisconsin, and Missouri offices at Grant. In this role, he works with other PPDs to oversee audit quality for those offices, which includes serving as a secondary/review partner, performing quality control monitoring, consulting on technical accounting/auditing matters, collaborating with other service line specialists, deploying new learning initiatives, and assisting with the implementation of any new audit methodology and firm policy changes.

As a PPD, Tee has worked with public and private companies ranging from pre-revenue businesses to organizations with more than $10 billion in revenue. Tee has served clients across several industries, but predominantly serves clients in the manufacturing, distribution, retail, and services industries.

Amber Sarb

Audit Managing Director, National Professional Standards Group, RSM US LLP

Amber is a Managing Director in RSM's National Professional Standards Group. In this role, Amber focuses on audit quality, industry research, tools, and training specific to the Lending (Financial Institutions) capability, which includes both public and private banks, credit unions, mortgage companies, finance and leasing companies, and other specialty lenders. She has specifically been involved in development of firm tools and training related to the auditing of internal controls over financial reporting, US Department of Housing and Urban Development (HUD) compliance audits and ASC 326 (CECL). Amber acts as a liaison to the Lending practice, frequently consulting with engagement teams on technical accounting and auditing matters specific to the industry.

Before joining the National Office, Amber spent over 10 years providing financial audit and consultation services to a variety of financial institution clients in both the public and private sectors, including those subject to audits of internal controls over financial reporting. Notable experience includes guiding teams through auditing the implementation of ASC 326, serving as a partner assistant and engagement quality review assistant on public bank clients, conducting targeted reviews of internal controls, and acting as a subject matter expert in financial instruments and reporting.

Amber also facilitated training sessions both internally and externally and previously served as the Chair on the Illinois CPA Society's Audit & Assurance Services Committee.

Erik De Vries

Director - Audit Quality Group, CohnReznick

Erik De Vries, CPA is a Director in CohnReznick's National Assurance - Audit Quality Group, where he to the development and implementation of the Firm's audit methodology and quality initiatives.

Erik helps engagement teams interpret and apply auditing and accounting standards in complex, real-world situations, including group audits, alternative investments, revenue recognition, leasing, agreed-upon procedures, and Single Audits. He also develops and delivers training focused on audit methodology, implementation and professional proficiency.

Prior to joining CohnReznick, Erik spent more than 12 years with a global network firm overseeing the execution of audits of public and private companies and not-for-profit organizations under AICPA, ISA, Government Auditing and PCAOB standards. He also served a two-and-a-half-year rotation in that firm's National Professional Standards Group, where he supported audit training and knowledge resources.

Erik earned his Bachelor of Science with Honors in Accountancy from Calvin University and his Master of Business Administration from Indiana University. He is a licensed Certified Public Accountant in Illinois and Indiana.