Speaking Engagement


calendar icon June 5, 2023 - June 8, 2023

The AICPA ENGAGE 23 Conference addresses the fast-paced web-based technologies launching every day and new business needs, helping companies keep pace with the right skill set, resources, and mindset.

A Deep Dive into Updates from the 2022 SOC 1 and SOC 2 Guide and What it Means for Practitioners

Date: Sunday, June 4, 2023 at 1 PM – 4:30 PM PDT 
Speaker: Steve Ursillo

SOC engagements are one of the fastest-growing engagement segments. Updates to the recent guides clarify everyday issues encountered by practitioners. This session includes practical insights and examples that you can use in your practice.

Single Audit for Commercial Entities

Date: Thursday, June 8, 2023 at 8 AM – 9:15 AM PDT
Speaker: Danny Martinez

This course will explain how to determine if a commercial entity is subject to a Single Audit and what will be tested in for the program(s) selected for audit. In addition, attendees will be provided with best practices along with tools and resources for both auditees and auditors in order to achieve successful results in the Single Audit.

Want to Start a Cyber Practice? A Step By Step Guide to Help Insure Success (TCH, PRAC)

Date: Thursday, June 8, 2023 at 9:30 AM – 10:45 AM PDT
Speaker: Steve Ursillo

In this session, we will discuss the key elements and services necessary to build a cybersecurity professional services practice. We will explore various strategies to develop technical expertise, build a strong customer base, and create effective business models. We will also discuss the importance of ongoing education, certifications, and partnerships to stay ahead of the latest cybersecurity threats.

CAS Firm Enablement: CAS strategies to optimize your firm’s CAS practice

Date: Thursday, June 8, 2023 at 9:30 AM – 10:45 AM PDT
Speaker: Dixie McCurley

Explore change management in three key areas: people, process, and technology, and learn how an agile but structured approach to your firm’s CAS practice journey can mitigate challenges, create career opportunities, and improve your success.


Dixie McCurley | Partner, Client Accounting Services Leader, Cherry Bekaert
Danny Martinez | Director, Government & Public Sector Accounting Advisory Lead, Cherry Bekaert
Steve Ursillo | Partner, Information Assurance & Cybersecurity Leader, Cherry Bekaert