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Personal Financial Statements Webinar


Feb. 13
9:30 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $245 | Nonmember: $345

 More Information

Course No.

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.


  • Identify the usefulness of personal financial statements for clients, creditors and other advisers.
  • Determine how to uncover the fair market value of a client's assets and liabilities.
  • Identify reporting responsibilities.


  • GAAP for personal financial statements (SOP No. 82-1).
  • AICPA guide to compiling and reviewing personal financial statements.
  • Checklists for preparing and analyzing personal financial statements.
  • Application of SSARS No.1 to personal financial statement engagements.
  • Personal financial statements included on prescribed forms (SSARS No. 3).
  • Reporting on financial statements included in written personal financial plans (SSARS No. 6).
  • Using personal financial statements in financial planning and retirement planning.


Alisa L. Hunt, CPA, is the president of Day 2 Day Business, Inc. a firm set up to assist clients with understanding financial information. After 15 years of practice in accounting where she discovered that a major problem was the communication of financial data and now she assists those in the financial world with communication of financial information to others. She has been teaching on the communication of financial information for the last several years and has spoken throughout the United States, in Canada and the United Kingdom. Alisa is a professor teaching accounting and business to undergraduate and graduate students in Connecticut. She teaches Finance, Accounting, Creativity, Diversity and Leadership classes.

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