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Wednesday, September 27, 2023 Live Webcast

Guide and Update to Compilations, Reviews, and Preparations (E2309092)

9:00 AM - 12:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

4.0 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 and their staff performing and managing compilation, preparation, and review engagement services

BENEFITS

  • Understand and 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 preparation, compilation, and review program examples
  • Be aware of the most recent reports and other required communications

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. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018
  • SSARS No. 22, Compilation of Pro Forma Financial Information
  • Comprehensive sample engagement work programs for every level of SSARS No. 21 service
  • Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service
  • Quality issues related to SSARS No. 21 engagements
  • Proposed changes to the SSARS

COURSE LEVEL

Update

PREREQUISITES

Experience in performing and managing compilation, preparation, and review engagements

ADVANCE PREPARATION

None

INSTRUCTOR

Carl Shultz

Carl F. Shultz, CPA, M.B.A., CGMA

Surgent Professional Education

Carl Shultz is an M.B.A., CPA, and CGMA. He has extensive experience serving as a financial executive with Fortune 500 companies and Big Four public accounting firms, consulting for small to large companies and individuals, and leading a range of accounting and financial functions. Carl has played a key role in building new companies and key financial functions to improve net income, install controls, establish audit functions, and manage large complex projects to successful, timely completion on or under budget. Currently, Carl provides financial and tax preparation and planning to individuals and small businesses. He is the Managing Director of CFS Consulting, LTD, which also provides financial, internal control, and administrative consulting services. He is an adjunct professor of accounting at Rider University and Philadelphia University. Carl has lectured at professional seminars and to groups on financial accounting and tax matters. He is also a valued discussion leader for Surgent Professional Education, which offers CPA CPE courses throughout the United States. He has published in such professional journals as Taxation for Accountants, Taxation for Lawyers, and Controller’s Quarterly. Carl is a graduate of La Salle University with a degree in accounting and has also earned an MBA degree from Drexel University in finance and accounting. Carl is a decorated veteran of the Vietnam War, where he served as an officer in the U.S. Army.

PRICING

$189.00 - Member

$264.00 - Nonmember

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Note: Online pre-registration will close on September 27 at 8:30 AM.

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COURSE DEVELOPER

Surgent