Guide & Update to Compilations, Reviews & Preparations

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  • Date/Time
    • Sep 18, 2020
    • Sign In: 8:00am (MT)
    • Program: 8:15am - 11:50am (MT)
    • Add to Calendar
  • Location
    • Your Computer
  • Credits
    • 4.00
  • Credit Type(s)
    • Auditing (4.00)
  • Prerequisites
    • Experience in performing and managing compilation, preparation, and review engagements

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Accounting & Auditing

Description

Specifically designed for compilation, preparation, and review practitioners and their staff, this course will provide you with an overview, update, and hands-on application for performing compilation, preparation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification as well as other recent releases from the AICPA. 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. Lastly, we will review proposed changes to the SSARS in order to conform the guidance to international standards. 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.

Designed For

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

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

  • 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
  • Advanced Prep

  • Download PDF manual - view your upcoming events in "My CPE" on website
  • Test your computer/device for compatibility with virtual meeting space well in advance of your webinar
  • Register Now

    Registration is closed. Please contact ISCPA at 208-344-6261 or email cpe@idcpa.org if you have any questions.

    Leaders

    Jeffrey Lieman

    Jeff Lieman

    Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals. Mr. Lieman's previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.

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