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

CPE

When
Dec. 10
9:00 a.m. - 5:00 p.m.

CPE Credits
8-A&A

Details

 Pricing

PICPA Member: $259 | Nonmember: $359


 More Information

Course No.
CRAU-2018-01-WEBNR-344-01
Level
Update
Prerequisites
Experience in performing and managing compilation, preparation, and review engagements
Note

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

  • Understand, apply SSARS No. 21, Clarification and Recodification
  • Be familiar with changes due to the issuance of SSARS Nos. 22 and 23
  • Be familiar with compilation and review program examples and disclosure illustrations
  • Identify and apply compilation, preparation, and review procedures
  • Be aware of the most recent compilation and review reports and other communications
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

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 specifically 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 sample engagement letters and management representation letters
  • Quality issues related to SSARS No. 21 engagements
  • Current ARSC agenda items and projects


Speaker(s)

Richard Daisley, CPA

 

Rich is a CPA and has over 25 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses.  He was an assurance manager with PwC, spending time in both the assurance practice as well as with PwC’s Capital Markets and Accounting Advisory Services group, where he advised clients on the implementation of new accounting pronouncements as well as on issues related to public offerings. Rich also worked in PECO Energy’s Merger and Acquisition group, where he performed financial due diligence that supported PECO’s acquisition activity in the energy sector. He has experience in the manufacturing, health care, energy, and pharmaceutical industries.

 

Prior to joining Surgent, Rich also has more than 10 years of experience as a course developer and facilitator, creating and leading training courses on such topics as revenue recognition, stock based compensation, equity instruments and performing integrated audits under the Sarbanes-Oxley legislation. He also designed and delivered courses on instructor development and facilitation skills to senior PwC internal course instructors. 

 

In 2015 he joined Surgent as Director, Accounting & Financial Reporting Content. In this role, he researches and develops the technical content for Surgent’s Accounting and Financial Reporting curriculum.

 


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