Guide and Update to Compilation, Reviews and Preparations

Wednesday, June 28, 2023
8:30am - 12:00pm (opens at 8:00am) EST
4Credits
Accounting and Auditing

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$164.00 Regular Price
Non-Members
$229.00 Regular Price
Course Type: CPE Seminars
Course Code: 23/CRU46WS
Level: Update
Vendor: Surgent
Field of Study: Auditing, Accounting

Overview:

Specifically designed for preparation, compilation, and review practitioners, 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 applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. 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 compilation, preparation, and review engagements.

Objectives:

    • Understand and 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 preparation, compilation, and review program examples
    • Be aware of the most recent reports and other required communications

Presenters:

Presenters:

Robert J. Henkel, FACHE

Read more about Robert J. Henkel here

Major Topics:

    • SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services
    • SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018
    • SSARS No. 22, Compilation of Pro Forma Financial Information
    • Comprehensive sample engagement work programs for every level of SSARS No. 21 service
    • Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service
    • Quality issues related to SSARS No. 21 engagements
    • Proposed changes to the SSARS
 
 

Major Topics:

    • SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services
    • SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018
    • SSARS No. 22, Compilation of Pro Forma Financial Information
    • Comprehensive sample engagement work programs for every level of SSARS No. 21 service
    • Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service
    • Quality issues related to SSARS No. 21 engagements
    • Proposed changes to the SSARS
 
 

Designed For:

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

Prerequisites:

Experience in performing and managing compilation, preparation, and review engagements

Accommodations: