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Date / Time / Location

Thursday, December 12, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

Courtyard by Marriott
420 Forsgate Drive
Cranbury, NJ 08512

CPE Credits

  • 8.00 CPE Credits in AA


  • $279.00 - Member
  • $379.00 - Non Member
New Location - Courtyard by Marriott, Cranbury
Compilation and review issues have dominated the profession during the past few years, and the codification of SSARS 21 in AR-C Sections 60, 70, 80, and 90, as well as the changes made in SSARS 22, 23 and 24. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with SSARS, while applying best practices for both efficiency and effectiveness.

Designed For

Practitioners who perform compilation and review engagements for non-public entities.


  • Identify the performance requirements in the SSARS standards based on SSARS 21, 22, 23 and 24
  • Effectively review engagements utilizing the guidance in AR-C Sections 60, 80 and 90
  • Effectively perform preparation engagements utilizing the guidance in AR-C Section 70 of SSARS 21
  • Efficiently document compilations and reviews following the documentation guidance in AR-C Sections 80 and 90 in SSARS 21, 22, 23 and 24
  • Identify best practices when performing compilation and review engagements
  • Address special purpose frameworks when performing compilation and review engagement


  • SSARS Clarity Project
  • Preparation of financial statements
  • AR-C Sections 60, 70, 80, 90 and 120
  • Compilation performance requirements
  • Review performance requirements
  • Document and perform compilations and reviews
  • Special purpose frameworks financial statements
  • Legal liability concerns and issues
  • Perform and document analytical procedures appropriately
  • Independence
  • Non-attest services
  • Common issues raised in peer reviews

Course Level



Basic familiarity with SSARS standards.

Advance Preparation


Additional Notes

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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James Newhard

James J. Newhard, CPA
Kaplan Financial Education, Powered by Loscalzo

James J. Newhard is a discussion leader of continuing professional education (CPE) for Kaplan Financial Education, teaching practitioner A&A and tax, professional and tax ethics, and small firm best practices. Jim has authored and provides technical review of several programs for Kaplan Financial Education.

Jim is a sole practitioner, providing tax (preparation and planning), accounting and reporting (review, compilation, preparation, agreed-upon procedures, U.S. GAAP adoption, implementation and application advisory and consulting), and advisory services to individuals, entrepreneurs, small- to medium-sized businesses, not-for-profit entities, estates, and trusts. James J. Newhard, CPA has been a long-time peered review practice (quality review certification) and consults for and assists small CPA firms/practitioners in “Pre” (preparing for) and “Post” (evaluation and remediation) Peer Review matters for financial statement and SSAE attest engagements, and assists as a Quality Review service for pre-issuance reviews.

Jim is a member of the AICPA (PCPS and Taxation Member) and the PICPA. He is a Greater Philadelphia Chapter past-president (2006-07) and recipient of both the Volunteer Service Award (2009) and the Champion Service Award (2012), and serves on several PICPA committees.

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