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Tuesday, August 22, 2023 Live Webcast

Becoming an AICPA Peer Review Team or Review Captain: Case Study Application (E2308261)

9:00 AM - 4:30 PM EDT

Registration: 8:45 AM EDT


Vendor Platform

8 CPE Credits in AA


Apply your knowledge of the AICPA’s Peer Reviewer program to a practical application case study. This seminar features realistic case studies that encompass the most important elements of a system peer review, as well as several case studies pertaining to an engagement review. As a current or future team and/or review captain, learn to successfully plan for, perform, and report on both system and engagement reviews.


Individuals who wish to serve as peer review team captains and review captains.


  • Analyze the process of how to effectively plan system and engagement peer reviews
  • Identify steps needed to understand a firm’s system of quality control
  • Identify procedures used in testing the firm’s system
  • Choose recommendations for follow-up action to the administrating entity
  • Identify the impact and effect that organizational issues have on a firm’s system of quality control


  • Pre-acceptance considerations
  • Planning considerations
  • Evaluation of a firm’s system of quality control
  • Risk assessment
  • Engagement selection
  • Interviewing managing partners, CEOs, and staff
  • Completing a Matter for Further Consideration Form
  • Evaluation of noncompliance with Professional Standards
  • Writing peer review reports




Completion of the AICPA’s “Becoming an AICPA Peer Review Team or Review Captain: Program Overview” online course. (Acronym: PRTCO)


A laptop computer and Internet connection is required for this class.


  • *AICPA members deduct an additional $30 from applicable price.


Michael Brand

Michael Brand, CPA, CGMA

AICPA/Professional Development Institute

Michael Brand CPA, CGMA Athens, Alabama Michael L. Brand, CPA, CGMA was the chair of the ARSC from 2011 through 2015 during the time the SSARS 21 clarity project was going on. Mike is currently a partner in the firm of BMSS, LLC. He has been in the practice of public accounting for over 30 years. During those years he has been involved in all aspects of public accounting, with an emphasis in providing accounting, audit, and review services to clients in for profit, not-for-profit, and governmental sectors. He also teaches continuing education classes across the country, for which he has received the AICPA and ASCPA Outstanding Discussion Leader Award multiple times; and has spoken at several conferences nationwide and overseas. Additionally, he conducts peer reviews. Mike is the current chair of the ASCPA Board of Directors; co-chair of the AICPA’s ENGAGE conference; and current chair of the steering committee for National Advanced Accounting and Auditing Technical Symposium at ENGAGE. He also serves on the Accounting Advisory Council for the University of North Alabama. Previously, he was on the Professional Ethics Executive Committee, Peer Review Board, Joint Trial Board, and Quality Control Standards Task Force of the AICPA. Mike received his B.S. in accounting from the University of North Alabama.


$289.00 - Member

$439.00 - Nonmember

AICPA members receive a discount of $30 for this event.

Event Cancelled

This event has been cancelled.


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American Institute of CPAs