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Monday, June 6, 2016 Live

Compilation and Review Practice Guide (E1606201)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in AA

OVERVIEW

Compilation and review issues have dominated the profession during the past few years. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with SSARS, while applying best practices for both efficiency and effectiveness.

DESIGNED FOR

Practitioners who perform compilation and review engagements for non-public entities.

BENEFITS

  • Identify the performance requirements in the SSARS standards
  • Effectively perform compilation, review, and preparation engagements utilizing the most recent guidance in effect
  • Efficiently document compilations and reviews
  • Identify best practices when performing compilation and review engagements
  • Address special purpose frameworks when performing compilation and review engagements

HIGHLIGHTS

  • SSARS standards
  • Compilation performance requirements
  • Review performance requirements
  • Document and perform compilations and reviews
  • Special purpose frameworks financial statements
  • Legal liability concerns and issues
  • How to perform and document analytical procedures appropriately, including developing expectations
  • Independence and the AICPA Code of Professional Conduct
  • Non-attest services
  • Common issues raised in peer reviews

COURSE LEVEL

Intermediate

PREREQUISITES

Basic familiarity with SSARS standards.

ADVANCE PREPARATION

None

INSTRUCTOR

James Newhard

James J. Newhard, CPA

Kaplan Financial Education, Powered by Loscalzo

James J. Newhard, CPA James J. Newhard is a Discussion Leader of continuing professional education (CPE), teaching practitioner A&A and tax, professional and tax ethics, and small firm best practices. Jim has authored and provides technical review of several programs for Kaplan Financial Education. Jim is a sole practitioner, licensed as a CPA in Pennsylvania, providing tax (preparation and planning), accounting and reporting (review, compilation, preparation, agreed-upon procedures, U.S. GAAP adoption, implementation, and application advisory and consulting), and advisory services to individuals, entrepreneurs, small- and medium-size businesses, not-for-profit entities, estates, and trusts. James J. Newhard, CPA has been a long-time peer reviewed practice (quality review certification) and consults for and assists small CPA firms/practitioners in “pre” (preparing for) and “post” (evaluation and remediation) peer review matters for financial statements and SSAE attest engagements, as well as assists as a Quality Review service for preissuance reviews. Jim is a member of the AICPA (PCPS and Taxation Member) and the PICPA. He is a Greater Philadelphia Chapter past-president (2006-07) and recipient of both the Volunteer Service Award (2009) and the Champion Service Award (2012), and serves on several PICPA committees.

PRICING

$399.00 - Nonmember

$299.00 - Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Loscalzo Associates, Ltd.