Preparation, Compilations and Reviews?"A Practical Workshop

Course Details


Wednesday, December 4, 2019

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




An interactive workshop designed for small and medium CPA firms. Start with a review of SSARS 21 Compilation and Review Rules, followed by a general overview of compilation and review engagements. The learning model includes lecture with time for lots of questions and case studies to reinforce the concepts.


  • Preparation, Compilations and Reviews


  • Illustrate reports and letters
  • Practice Fraud prevention
  • Summarize required Analytical Procedures
  • Interpret documentation rules for a review
  • Demonstrate OCBOA vs. GAAP financials for your Client
  • Employ alternatives to standard reporting service
  • Develop checklists to use for Compilations
  • Judge how to analyze Going Concern
  • Design keys to profitable engagements
  • Critique Practical ideas and ways perform these changes in your firm
  • Demonstrate knowledge using Case Studies reinforcing these concepts

Designed For

Small to mid-size CPA firms.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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