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Monday, March 4, 2024 Live Webcast

Audit 103: Adapting to the Engagement - Complying with SSARS (X2-36299)

9:00 AM - 11:00 AM EST

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2 CPE Credits in AA


Adapting to the Engagement - Differentiating the Requirements of Preparations, Compilations, Reviews, and Audits is a critical foundational course. A CPA may perform various attest services under relevant professional standards, including compilations, reviews and audits.


Accountants who provide attest services, such as compilations, reviews and audits


Upon completion of this course, you will be able to...

  • Recall how to avoid litigation risk in bookkeeping services
  • Recall the basis and requirements for a compilation contrasted with preparing financial statements
  • Identify special purpose framework and other issues
  • Recognize the basis and requirements for a review
  • Recall the basis and fundamental requirements for an audit


The major topics covered in this course include:

  • Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and audits
  • Critical elements of compilation, review, and audit reports
  • Impact of special purpose accounting frameworks and other special issues
  • Exercise on designing inquiries and analytics in a review
  • Case study differentiating the scope of various non-attest and attest services
  • Avoiding litigation risks in accounting services








Jennifer Louis

Jennifer F. Louis, CPA


Emergent Solutions Group

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys