Compilations, Reviews, and New Preparations: Engagement Performance and Annual Update

May 17
8:00 - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map

8-A&A
CPE Credits

Receive a hands-on, comprehensive review for performing financial statement, compilation, and review engagements. Learn the ins and outs of SSARS No. 21, Clarification and Recodification, and the changes that have occurred with the issuance of SSARS Nos. 22 and 23 in compilation of pro forma financial information engagements, engagements on prospective financial information, and other relevant SSARS No. 21 engagements. Get practical examples and illustrations, including sample engagement letters, procedure checklists, and reports.
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
Sample comprehensive engagement work programs for preparation, compilation, and review engagements
Designing and performing procedures to meet each engagement objective
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 engagement letters and management representation letters
Current ARSC agenda items and projects

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 712900

Level: Update

Prerequisites: None

Notes
This course is your go-to reference for managing your SSARS Nos. 21-23 services in compliance with professional, ethical, and technical requirements.

Speaker(s)

Jeffrey Lieman

Lieman Associates LLC

Jeffrey Lieman, CPA
Lieman Associates LLC

Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals.

Mr. Lieman’s previous experience includes serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland, where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.

Subscribe to PICPA's personalized e-newsletter to receive news and events that interest you.