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An Effective and Efficient Approach to Preparations, Compilations, and Reviews

When
Aug. 19
8:00 a.m. - 4:00 p.m.

Where
Hershey Lodge
Hershey - Map it

CPE Credits
8-A&A

Details

 Pricing

PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50


 More Information

Course No.
768200
Level
Basic
Prerequisites
None

Description

 

Identify the relevant professional standards related to the performance of preparation, compilation, and review engagements, including engagements on pro forma and prospective financial information, and provide solutions that comply with them. Discuss relevant risk factors related to planning and performing preparation, compilation, and review engagements.

This course is part of the Hershey Education Summit on Aug. 19-22.

Highlights

  • Review of authoritative guidance related to preparation, compilation, and review engagements
  • Examples of how to properly respond to some of the more vexing related accounting and reporting issues
  • Ways to avoid common deficiencies noted in peer reviews
  • Solutions to preparing special purpose framework financial statement
  • Review of latest developments related to preparation, compilation, and review engagements


Speaker(s)

Daniel W. Bradley, CPA
Principal
Young, Oakes, Brown & Co., PC

Dan Bradley is a principal with the regional certified public accounting firm of Young, Oakes, Brown & Co., PC in Altoona, Pennsylvania. Dan received his Bachelor of Science degree in Accounting from the Pennsylvania State University, where he graduated with highest distinction. He has extensive experience in performing audits, reviews and compilations for governmental units, not-for-profit organizations, and for profit organizations subject to the requirements of Government Auditing Standards.

Mr. Bradley authors educational seminars and course books required by Certified Public Accountants to meet their continuing professional education license renewal requirements. He is the co-author of highly-rated continuing professional education materials that are presently utilized on a national basis as well as seven highly rated continuing professional education course books that are presently being utilized in Pennsylvania. He has lectured extensively for AICPA in the areas of auditing and accounting related to governmental units and not-for-profit organizations. His skills as an instructor have won him various awards as an Outstanding Discussion Leader.

In addition, Mr. Bradley has previously served as an adjunct associate professor at Saint Francis University in Loretto, Pennsylvania, where he was the recipient of the Continuing Education’s Instructor of the Year award. Mr. Bradley is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).


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