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Monday, June 16, 2025 Live Webcast

Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (X4-6968309)

10:00 AM - 5:40 PM EDT
webcast

Vendor Platform

8 CPE Credits in AA

OVERVIEW

Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS  preparation of financial statements service and other nonattest engagements.

DESIGNED FOR

Anyone who performed nonaudit services

BENEFITS

  • Describe practice management risks associated with non-audit services 
  • Properly apply relevant professional standards and regulations for non-audit services to minimize litigation and peer review risk 
  • Leverage information obtained on engagements to enhance the quality of client service
  • Be familiar with the numerous illustrations, examples, and exercises related to practical guidance to implement important key learning points

HIGHLIGHTS

  • Preventing malpractice claims related to nonattest accounting services 
  • Identifying and safeguarding independence threats when issuing attest reports 
  • Establishing an understanding with the client regarding non-audit services 
  • Defining the varying levels of responsibility for accountants performing non-audit services 
  • Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations 
  • Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements
  • Properly considering going concern, subsequent events, and other disclosure matters 
  • Common issues related to peer reviews, including recurring reporting problems 
  • Applying financial analysis best practices to help your clients better interpret their financial results

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys

PRICING

$225.00 - Member

$275.00 - Nonmember

Register Today


Note: Online pre-registration will close on June 16 at 9:30 AM.

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COURSE DEVELOPER

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