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Thursday, December 12, 2019 Cranbury

Compilation and Review Practice Guide (E1912461)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

Courtyard by Marriott

420 Forsgate Drive
Cranbury, NJ 08512

8.0 CPE Credits in AA
New Location - Courtyard by Marriott, Cranbury

OVERVIEW

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.

BENEFITS

  • 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

HIGHLIGHTS

  • 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

Intermediate

PREREQUISITES

Basic familiarity with SSARS standards.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

James Newhard

James J. Newhard, CPA

Kaplan Financial Education, Powered by Loscalzo

James J. Newhard, CPA James J. Newhard is a Discussion Leader of continuing professional education (CPE), 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, licensed as a CPA in Pennsylvania, 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- and medium-size businesses, not-for-profit entities, estates, and trusts. James J. Newhard, CPA has been a long-time peer reviewed 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 statements and SSAE attest engagements, as well as assists as a Quality Review service for preissuance 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.

PRICING

$279.00 - Member

$379.00 - Non Member

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