PHILIPPINE INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
cordially invites you to the
“SEMINAR ON SEC and BOA Updates”
October 22, 2014, 8:00 a.m. to 5:00 p.m.
PICPA Building,700 Shaw Boulevard, Mandaluyong City
Resource Speaker
Course Outline
Dexter F. Ortega
 A Certified Public Accountant.

A resource speaker/lecturer of PICPA.

Proven competence in preparing corporate financial

SECURITIES AND EXCHANGE COMMISSION
(4.0 CPD UNITS)

New issues in memorandum Circulars

Violations and scale of fines

Legal basis of the accreditation requirements

Findings on audited financial statements of clients

Imposable penalty for violations

Compliance checklist

Statement of management responsibility

Applicable Philippine Financial Reporting Standards
(PFRS)

Sample SEC cases

BOARD OF ACCOUNTANCY (4.0 CPD UNITS)

BOA Resolution 59
1. Rationale and Objectives
2. Thematic Areas of Professional development
a. Enabling Laws, Rules and Regulations
b. Standards Applicable to Professional
Practice
c. Ethical, Governance, and Quality
Principles
d. Environment of the Practice
e. Development of the Person as
Professional

Comparison between Resolution 24 and Resolution 59
1. Board of Accountancy Resolution No. 24 Scope and Requirements

Impact of Amendments to public accounting
practitioners

Open Forum Clarification and Issues
statements and statutory reportorial requirements of
SEC, BIR and other regulatory agencies.

Has extensive background and experience in the
applications of the Philippine Auditing Standards
(PAS), the Philippine Financial Reporting Standards
(PFRS), the Philippine Tax System and International
Standards for the Professional Practice of Internal
Auditing.

Has broad experience in evaluating and improving
internal
control
structures,
establishing
budgetary
controls, doing financial analysis for project studies and
developing
management-oriented
accounting
and
reporting systems.

Worked as Associate Auditor of Isla Lipana & Co., and
joined De Guzman, Cristobal and Associates as a
Managing Partner.

A member of the Independent Review Committee
formed by Department of Energy to audit the books of
Oil Companies in the Philippines.

The
Chairman/President
Consultancy
Center,
Inc.
of
and
First
Wise
Corporate
Supplies
Corporation.

He is currently the Managing Partner of Tagnia, Ortega
& Partners, CPAs.
Suggested/Recommended Attendees
CEO, COO, CFO, Internal Auditors, General Managers, Risk Managers, Risk Compliance Officers, Managers,
Supervisors, CPAs, etc.
REGISTRATION FEE
PICPA Member in Good Standing
P1,500.00 per day (plus 12% VAT)
Non PICPA Member/ PICPA Member not in Good Standing
P2,000.00 per day (plus 12% VAT)
Inclusive of AM and PM snacks, lunch, certificate of attendance and seminar materials
For reservation, please accomplish the attached Registration Form and send it back at Fax No. 726-9452/723-6305 or call up
Jennie or Joy at telephone nos. 723-0691 to 93 or mobile no. 0917-5805870 (Globe)/0925-5805870 (Sun Cellular). Preferably,
please visit and register on line at www.picpa.com.ph and click seminar/training.
Note:
1. Please confirm early. The seminar will be re-scheduled if the confirmed participants are below 20.
2. Those who confirmed but did not attend without notification (at least 3 days before the schedule) will be charged P500.00 to cover
overhead expenses.
3. CPD Units will be determined based on actual attendance.
4. If you have dietary restrictions (health or religious reasons), please inform us at least two (2) days before the date of the seminar.
--------------------------------------------------------------------------------------------------------------------------------------------------------REGISTRATION FORM
NAME ______________________________________________________ CPA NO.__________________________________
COMPANY ____________________________________________________________________________________________
ADDRESS ____________________________________________________________________________________________
TEL. NO. ___________________ FAX NO. ________________________ EMAIL:__________________________________
Please make your check payable to PICPA