*Note for Peer Reviewers: You must attend both sessions to satisfy your annual EBP must-select training requirement.
This session will address new and recent changes to guidance related More
Tom is a partner at Navolio & Tallman LLP, a boutique CPA firm located in San Francisco, California. Tom is the current chair of the AICPA Peer Review Board and member of the Board’s Oversight Task Force and Peer Review Practice Monitoring Task Force for Employee Benefit Plans as well as the California Peer Review Committee. He also serves on the Quality Control Task Force of the Auditing Standards Board. Tom has over 40 years of public accounting experience providing audit and accounting services to investment funds, not-for-profit organizations and foundations, and employee benefit plans and tax and advisory services to businesses and individuals. He specializes in reviewing quality control policies and procedures for other AICPA member firms and acts as the quality control reviewer for audit and accounting services provided by other firms to both public and privately-held clients. Tom holds a bachelor’s degree in accounting from the University of Santa Clara and an M.B.A. degree with a concentration in Taxation from California State University, Hayward (now California State University, East Bay).