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Tuesday, January 6, 2026 Live Webcast

Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Professional Standards to Apply? (X4-7215251)

7:00 PM - 8:47 PM EST
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk. 

DESIGNED FOR

Anyone who performed nonaudit services

BENEFITS

  • Describe the various nonattest and attest options available for appropriately responding to third party verification requests
  • Explain how to select the most appropriate type of engagement to meet the client's needs
  • Discuss how to meet the needs of your client and satisfy third parties, without putting your practice at risk 

HIGHLIGHTS

  • Common third party verification requests
  • Differentiating the allowable options for responding to requests for comfort, including SSARS, SAS and SSAE engagements
  • Critical elements of professional standards that may apply to nonattest and attest services performed
  • Establishing an understanding with the client regarding the nature and scope of services 

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

$79.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 6 at 6:30 PM.

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COURSE DEVELOPER

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