5 Tips & Tricks for Reviewers

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Event Date: July 11, 2013Only

When an audit review is seamless and pain free, the Reviewer’s life becomes so much easier! Join us to learn:

  • New perspectives around getting through the audit review in the field
  • Best practices designed to give the Reviewer the most value
  • Tools, like ProSystem fx® Engagement and Knowledge Coach, that help to automate the process



David Bergstein, CPA, CITP

Director, Strategic Relationships

CCH, a part of Wolters Kluwer

Coconut Creek, FL


David Bergstein, CPA, CITP is Director of Strategic Relationships for CCH, a part of Wolters Kluwer.  David has been in the Tax and Accounting industry for many years and has been a practicing accountant for over 20 years. While at the IRS he held various positions: Agent, Trainer, Speaker and Chief Technical Section. He received his CPA and a master’s in Taxation from Long Island University’s CW Post College. He was an accounting professor at Suffolk County Community College in New York for over 15 years. He is an adjunct professor at Broward College.  In addition, he presently is a member of the FICPA Business Technology Section and the Financial Literacy Committee. He is also an AICPA CPA Ambassador. He is well-known as a speaker and trainer in the field of utilizing new technology to improve the efficiency of operations in tax, accounting, practice management and general operations of the accounting process.

In 2011, he was the recipient of the ”On the Edge” Innovation Award from the Leading Edge Alliance, which recognizes industry leaders for their vision and significant contributions to the accounting profession.

In 2012, he received the "Brand Ambassador" award from Enterprise Worldwide.

David is a happy grandfather who tweets on twitter while rollerblading. His hobbies include bicycle riding, tennis, and staying up to date on technology. If you are looking to keep up with him you can find him on Facebook or his twitter account.


Brian Siet


Technology Sales with CCH

Brian Siet has a Bachelor of Science Degree Cum Laude in Business Administration concentration in Accounting from Northeastern University in Boston. Brian is a CPA and worked for CBIZ Tofias for 8 years in the A&A department and Tax department. During this time Brian was instrumental in implementing policies and procedures with the firms work paper management system, ProSystem Engagement, as well as other A&A and Tax solutions. Brian joined CCH in 2005, conducting quality accounting, auditing and tax presentations for a variety of audiences. Over the past 7 years, he has performed many speaking engagements at firm user groups and state societies on both A&A and tax workflow.

Program Level basic
Prerequisites none
Advance Preparation Needed none
Delivery Method Group-Internet Based
Recommended CPE Credit 1 credit per 50-minute session*
Registration Instructions register online
Cost free
Complaint Resolution [email protected]

Sift Media is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

* To obtain CPE credit, the live session must be attended.  The recording does not qualify for credit.

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