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Tuesday, November 2, 2021 Live Webcast

Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (E2111151)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

8.0 CPE Credits in AA

OVERVIEW

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. Lastly, 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. Not only will this course bring you up to date on SSARSs 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 Nos. 21-24 services in compliance with professional, ethical and technical requirements.

DESIGNED FOR

Accounting practitioners and their staff performing and managing compilation and review engagement services

BENEFITS

  • 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.

HIGHLIGHTS

  • SSARS No. 21, Clarification and Recodification, and updates 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

COURSE LEVEL

Update

PREREQUISITES

Experience in performing and managing compilation and review engagements.

ADVANCE PREPARATION

None

INSTRUCTOR

Melissa Critcher

Melissa G. Critcher, CPA, PC

AICPA/Professional Development Institute

Melissa G. Critcher attended Appalachian State University where she received a BS in Accounting. Throughout the course of her career, she has had the opportunity to work with small and large, local and regional firms across North Carolina. Currently, Melissa has her own practice located in Charlotte, NC. She has extensive experience in auditing and accounting, which includes manufacturing, professional service, healthcare, and retail industries with a specialization in employee benefit plans. Currently, her practice concentrates on auditing employee benefit plans and consulting with CPA firms and plan sponsors. Melissa’s experience has led to various opportunities, which include teaching numerous continuing professional education courses for the AICPA, NCACPA, Surgent McCoy, and CPA firms, as well as, public and privately held entities. She has been repeatedly recognized as an outstanding discussion leader by the AICPA and NCACPA. Melissa has also authored several different courses for the AICPA, Surgent McCoy and others on topics ranging from employee benefit plans, internal controls, and compilation and review engagements. Throughout, the course of her career, she has served in various roles with both the NCACPA and AICPA. These positions include serving as a member of the NCACPA Board of Directors, committee member for the NCACPA Accounting and Attestation Committee, as well as, local chapter positions for the NCACPA. For the past six years, Melissa has also served as a volunteer on the AICPA Technical Standards Committee for Employee Benefit Plans which is responsible for evaluating referrals from the Department of Labor for deficient audits and makes recommendation for disciplinary actions.

PRICING

$289.00 - Member

$439.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent