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Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance?

When
Dec. 3
8:00 a.m. - 4:00 p.m.

Where
Penn State Great Valley - Main Bldg
Malvern - Map it

CPE Credits
8-A&A

Details

 Pricing

PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50


 More Information

Course No.
746701
Level
Advanced
Prerequisites
Experience with performing nonaudit services
Note
This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS 21 preparation of financial statements service and other nonattest engagements.

Description

Describe practice management risks associated with nonaudit services. Learn how to properly apply relevant professional standards and regulations for nonaudit services to minimize litigation and peer review risk, and enhance the quality of client service. Use numerous illustrations, examples, and exercises related to practical guidance to implement important key learning points.

Highlights

  • Impact of SSARS Nos. 21, 22, and 23 without risking noncompliance with professional and ethical requirements
  • How to prevent malpractice claims related to nonattest accounting services
  • Identify and safeguard independence threats when issuing attest reports
  • The varying levels of responsibility for accountants performing nonaudit services
  • Compilations and reviews: effective and efficient performance, including nature and extent of documentation considerations
  • Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements
  • Properly considering going concern, subsequent events, and other disclosure matters
  • Common issues related to peer reviews, including recurring reporting problems
  • Applying financial analysis best practices to help your clients better interpret their financial results


Speaker(s)

Marci Thomas, MHA, CPA, CGMA

 

Marci Thomas, MHA, CPA, CGMA, licensed as a CPA in Georgia and North Carolina, is an author and nationally recognized speaker on various accounting and auditing topics to companies, nonprofits, CPA firms, and state societies of CPAs around the country. A frequent speaker at local, regional, and national conferences, she also writes and teaches courses in governance, financial management, grants accounting, strategy, and various operational topics. Marci is a clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel Hill. She works with numerous accounting firms, performing quality control and efficiency reviews; and with boards on strategic planning, internal control, and governance issues. Marci serves on the Not-for-Profit Committee for the North Carolina Association of CPAs.

 

Marci has written and co-written several books, including Essentials of Physician Practice Management, published by Jossey Bass in 2004. Her book Best of Boards: Sound Governance and Leadership for Nonprofit Organizations was published by the AICPA and Wiley Publishing in 2018 and is on its second printing. Her book on health care financial management was published by Wiley Publishing in 2014, with a new edition expected in 2020.

 

Marci received her Bachelor in Business Administration with a concentration in accounting from the Georgia State University and her Masters in Health Administration from the University of North Carolina at Chapel Hill.

 


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