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Wednesday, June 23, 2021 Live Webcast

Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (E2106341)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

8.0 CPE Credits in AA

OVERVIEW

Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification. The course will also cover the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, as well as in other areas relevant to SSARS No. 21 engagements. Lastly, the course will perform a detailed review of the key provisions of the recently issued SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS Nos. 21-24 services in compliance with professional, ethical and technical requirements.

DESIGNED FOR

Accounting practitioners and their staff performing and managing compilation and review engagement services

BENEFITS

  • Understand, apply SSARS No. 21, Clarification and Recodification.
  • Be familiar with changes due to the issuance of SSARS Nos. 22, 23 and 24.
  • Be familiar with compilation and review program examples and disclosure illustrations.
  • Identify and apply compilation, preparation and review procedures.
  • Be aware of the most recent compilation and review reports and other communications.
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material.

HIGHLIGHTS

  • SSARS No. 21, Clarification and Recodification, and updates due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services
  • SSARS No. 22, Compilation of Pro Forma Financial Information
  • SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018
  • Proposed changes to the SSARS
  • Sample comprehensive engagement work programs for preparation, compilation and review engagements
  • Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations
  • Other communication requirements, such as sample engagement letters and management representation letters

COURSE LEVEL

Update

PREREQUISITES

Experience in performing and managing compilation and review engagements.

ADVANCE PREPARATION

None

INSTRUCTOR

William Eskin

William I. Eskin, CPA

AICPA/Professional Development Institute

William (Bill) I. Eskin, CPA, is very active in the accounting, auditing, tax, and fraud investigation fields in general, and the construction and real estate industries in particular, where he may be best known for identifying and proving CPA malpractice. Recently, he has had three books published: “Construction Contractors-Real World Guide to Accounting and Auditing”, Real Estate-Real World Guide to Accounting and Auditing” and “Real Estate Tax Boot Camp”. Previously, Bill had been the Director of Financial Analysis and Investigation for the world’s largest surety group. His professional experience also includes more than 12 years of experience working for various CPA firms where he specialized in construction, real estate, litigation support, and other services. He has been a Discussion Leader for various organizations where he led numerous courses, presentations, and webinars. Bill has been awarded the Outstanding Discussion Leader Award every year for the past 10 years. He has also been a featured speaker at the AICPA National Construction Conference and various state CPA annual conferences.

PRICING

$289.00 - Member

$439.00 - Nonmember

Register Today


Note: Online pre-registration will close on June 23 at 8:30 AM.

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COURSE DEVELOPER

Surgent