Advanced Compilation and Review Engagement Issues: Striking the Right Balance Between Compliance, Client Service, and Practice Management

Course Details

Date

Wednesday, July 8, 2015

8:30am – 4:30pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

View Map

Field of Study

Continuing Education

Course Number

ADCR

CPE Credit

8.0 hours CPE credit

Instructor

Jeffrey Lieman

Level of Knowledge

Advanced

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience with performing non-audit services

Description

Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with compilation, review, and accounting service engagements.

Highlights

Navigating the impact of SSARS No. 21

Preventing malpractice claims related to accounting services

Identifying and safeguarding independence threats for attest services

Establishing an understanding with the client regarding non-audit services

Defining the varying levels of responsibility for accountants performing non-audit services

Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations

Practice performing analytical review procedures appropriately, including developing proper advance expectations

Properly considering going concern, subsequent events, and other disclosure matters

Common issues related to peer reviews, including recurring reporting problems

Applying Statements on Quality Control Standards to non-audit engagements

Objectives

Describe practice management risks associated with non-audit services

Properly apply relevant professional standards and regulations for non-audit services

Leverage information obtained on engagements to enhance client service

Designed For

Anyone who performs or supervises non-audit engagements

Registration for this course has passed.

Course Pricing

Early Registration Member Fee Applicable if you are a HSCPA member in good standing and register by June 23, 2015.	$260.00
Member Fee Applicable if you are a HSCPA member in good standing.	$310.00
Early Registration Non-Member Fee Applicable if you are not a HSCPA and register by June 23, 2015.	$360.00
Non-Member Fee Applicable if you are not a HSCPA member.	$410.00
Neighbor Island Discount Applicable for Neighbor Island members in good standing	-$75.00
Associate Neighbor Island Discount Applicable for Associate Neighbor Island members in good standing	-$25.00
Your Price	$410.00