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What's New in Preparations, Compilations, and Reviews

Sept. 23
8:00 - 11:30 a.m.

Penn State Great Valley - Main Bldg
Malvern - Map it

CPE Credits



PICPA Member: $139 | Nonmember: $189

CLE Credit Add-On: $25

 More Information

Course No.
This is a four-credit seminar.

Masks Required
Penn State requires all individuals, regardless of their vaccination status, to wear face masks while inside all campus buildings. Read more about Penn State's event policies.


Get a thorough overview of compilation and review guidance, including SSARS Nos. 21-25. Review issues related to preparing special purpose framework financial statements.


  • SSARS No. 21, Statements on Standards for Accounting and Review Services: Clarification and Recodification
  • SSARS No. 22, Compilation of Pro Forma Information
  • SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services – 2016
  • SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018
  • SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions


Daniel W. Bradley, CPA
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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