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Date / Time / Location

Thursday, November 21, 2019
1:00 PM - 3:00 PM

Webcast

CPE Credits

  • 2.00 CPE Credits in AA

Pricing

  • $89.00 - Member
  • $89.00 - Non Member

Course Developer

Statements of Standards for Accounting and Review Services (SSARS) recently underwent a complete revision through the issuance of SSARS No. 21, Statements of Standards for Accounting and Review Services: Clarification and Recodification. The most monumental change is the creation of a brand new non-attest service entitled “Preparation of Financial Statements.” This course will focus on clear and practical guidelines for successfully navigating the changed professional requirements of SSARS No. 21, and subsequent SSARS No. 22 - 24, compared to current practice.

Designed For

Practicing CPAs who prepare, compile or review financial statements for clients.

Benefits

  • Satisfying the completely clarified and revised professional standards related to preparation of financial statements, compilations and reviews, highlighting requirements of SSARS No. 21-24
  • Describe the difference in the accountant’s responsibilities for services related to preparation of financial statements, compilations and reviews under SSARS No. 21-23
  • Understand the minimum documentation requirements for each level of service
  • Identify the required elements of the appropriate accountant’s report

Highlights

  • Satisfying the completely clarified and revised professional standards related to preparation of financial statements, compilations and reviews, highlighting requirements of SSARS No, 21-23
  • Differentiating when it is appropriate to perform a preparation of financial statements non-attest service instead of a compilation engagement requiring a report to be issued
  • Highlighting the major reporting changes for compilations and reviews

Course Level

Basic

Prerequisites

None

Advance Preparation

None
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Jennifer Louis

Jennifer F. Louis, CPA

Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. She has received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.

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Pre-Registration Closed

Online pre-registration for this event is now closed.