Compilations, Reviews & Preparations: Engagement Performance and Annual Update

Course Details

Date

Thursday, December 3, 2020

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

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

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Field of Study

Continuing Education

Course Number

CRAU

CPE Credit

8.0 hours CPE credit

Instructor

Level of Knowledge

Update

Vendor

Surgent McCoy CPE, LLC

Prerequisites

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

Description

To be determined if live or virtual

Specifically designed for preparation, compilation, and review practitioners and their staff, 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 SSARS No. 21, Clarification and Recodification. The course will also cover the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, as well as in other areas relevant to SSARS No. 21 engagements. Also, 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 SSARs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-24 services in compliance with professional, ethical, and technical requirements.

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. 22, Compilation of Pro Forma Financial Information

SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018

Proposed changes to the SSARS

Sample comprehensive engagement work programs for preparation, compilation and review engagements

Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations

Other communication requirements, such as sample engagement letters and management representation letters

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 compilation and review program examples and disclosure illustrations

Identify and apply compilation, preparation, and review procedures

Be aware of the most recent compilation and review reports and other communications

Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Designed For

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

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by November 17, 2020.

$280.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$330.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by November 17, 2020.

$430.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$480.00
Your Price $430.00

CPE Choice

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

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