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Thursday, June 18, 2026 Live Webcast

Performing Preparation, Compilation and Review Engagements (X3-2026-CL2PCRV-20260618)

9:00 AM - 11:00 AM EDT
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

Compliance is key to a successful engagement. You'll learn how to stay in compliance with all professional standards relevant to your preparation, compilation, and review engagements.

DESIGNED FOR

CPA firm staff

BENEFITS

  • Identify the framework and objectives of preparation engagements and of compilation engagements, and the general principles and objective of review engagements.
  • Recall the performance requirements for an engagement to prepare financial statements.
  • Recognize the documentation requirements for preparation engagements, compilation engagements, and review engagements.
  • Recognize the elements that make up a compilation engagement and the elements that make up a review engagement.
  • Distinguish a compilation engagement from a preparation engagement.
  • Identify the performance requirements for a compilation engagement and the performance standards for a review engagement.
  • Recognize the effects of a change in level of service from an audit to a review.

HIGHLIGHTS

  • Engagement objectives
  • Performance requirements and standards
  • Documentation
  • Differences between compilation and preparation engagements
  • Engagement criteria
  • Changes in level of service
  • COURSE LEVEL

    Basic

    PREREQUISITES

    None

    INSTRUCTOR

    Daryl Krause

    Daryl G. Krause, CPA
    (4.5)

    AICPA/Professional Development Institute

    Read bio

    PRICING

    $89.00 - Member

    $109.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on June 18 at 8:30 AM.

    ADDITIONAL OPTIONS

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    Print a registration form

    COURSE DEVELOPER

    AICPA/NJCPA