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Wednesday, June 21, 2023 Live Webcast

Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (E2306071)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

8 CPE Credits in AA

OVERVIEW

Specifically designed for preparation, compilation, and review practitioners, 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 applying SSARS No.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

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

BENEFITS

  • Understand, apply SSARS No. 21, Clarification and Recodification
  • Be familiar with changes due to the issuance of SSARS Nos. 22-25
  • 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 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
  • SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions
  • 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, preparation, and review engagements

ADVANCE PREPARATION

None

INSTRUCTOR

Joann Noe Cross

Joann Noe Cross, CPA, Ph.D., CMA, CGFM

Joann Noe Cross is an Emeritus Professor of Accounting at the University of Wisconsin-Oshkosh. Her research interests are in accounting history and the uses of financial information. Joann is a member of numerous professional and academic organizations. She is also active in her community, having served in the past as Treasurer of the local United Way and currently serving on the Board of several small charities. In addition, Dr. Cross presents numerous accounting and auditing seminars around the country, speaks at various conferences throughout the year, and maintains an active consulting practice. In 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Joann received her B.S. in Mathematics from the University of Wisconsin-Madison and her Ph.D. in Accountancy from the University of Illinois-Urbana.