CTAPP Compliance Reviews: What to Expect, Common Findings, and How You Need to P

$45

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CTAPP Compliance Reviews: What to Expect, Common Findings, and How You Need to P
About the Program

As the State Bar rolls out the Client Trust Account Protection Program (CTAPP) audit requirements, Gary Krausz, Mario Massoud, and Jenna Nguyen will walk you through a sample engagement, present an in-depth review of the first round, explain common findings, and give you ways to better prepare for a CTAPP audit. The session is designed to be collaborative, with a focus on trust accounting and reporting requirements within the CTAPP compliance framework.

Gary Krausz
Mario Massoud
Jenna Nguyen

Speaker(s)
Jenna Nguyen

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Gursey Schneider LLP

Jenna Nguyen is an Audit Supervisor at Gursey Schneider, bringing several years of experience in audit, assurance, and forensic accounting across a range of industries. With a background spanning both public accounting and corporate finance, she offers a well-rounded perspective that strengthens her work in financial reporting and forensic analysis. Jenna’s career reflects a strong commitment to the accounting profession and a dedication to delivering accurate, reliable results for her clients.

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Mario Massoud

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Gursey Schneider LLP

Mario Massoud is an Audit Manager at Gursey Schneider with over six years of experience serving a diverse range of clients across financial services, manufacturing, medical care, and not-for-profit sectors, including private foundations. He holds a bachelor’s degree in Accounting from the American University in Cairo and an MBA with a concentration in Finance from the University of San Diego, and is a licensed CPA and active member of the California Society of Certified Public Accountants. Originally from Cairo, Egypt, Mario brings a global perspective to his work and is known for navigating complex audit landscapes with integrity and a commitment to excellence.

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Gary Krausz

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Gursey Schneider LLP

Gary Krausz is a Partner at Gursey Schneider and head of the firm’s Accounting and Auditing Department, bringing over two decades of experience providing audit, accounting, forensic, and consulting services to middle-market businesses and nonprofit organizations throughout Southern California. A recognized leader in his field, Gary serves as Chair of the CalCPA Accounting Principles and Auditing Standards Technical Committee, teaches at UCLA Extension, and is credentialed as a Certified in Financial Forensics (CFF) professional by the AICPA, with extensive experience as an expert witness in Federal and State courts. He holds a B.A. in Economics from UC San Diego and a Master of Accounting degree from USC, and prior to joining Gursey Schneider, served as an Audit Senior Manager and National Assurance Instructor at a Big Four accounting firm.

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Accreditation
Credit Hours:
1.00
Specialty Area:
None
Credit Type:
General
Original Air Date:
May 28, 2026
Accredited in:
California
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