Compilations, Reviews, and Preparations: Engagement Performance and AnnualUpdate Virtual Seminar

You Pay: $379.00
MSCPA Members save $100.00 on this course. Login or Join to take advantage of these savings.
This course is 8.00 credits
Instructor
Margaret Thomas
Field of Study
Auditing
Course Level
Update
Vendor
Surgent McCoy CPE LLC

Instructor

Margaret Thomas

Marci Thomas, MHA, CPA, CGMA is an author and presenter on various nonprofit, healthcare and governmental topics to nonprofits, CPA firms and state societies of CPAs around the country. She also writes and teaches courses in governance, financial management, grants accounting, strategy and various operational topics. Additionally, Thomas is a clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel Hill and is an adjunct professor at Emory University in the Goizueta Business School. She works with numerous accounting firms, performing quality control and efficiency reviews and with nonprofit boards on strategic planning, internal control and governance issues.
Return to Instructor List

Registration Fees

MSCPA-AICPA Member
$279.00
MSCPA Member
$279.00
AICPA Member
$379.00
Non-Member
$379.00
Return to Course List

Monday, Nov 16, 2020
8:45am – 4:30pm

Due to the ongoing COVID-19 (coronavirus) pandemic, the MSCPA has made the difficult decision to make our scheduled live seminars in 2020 virtual-only events. The topics, dates, times and CPE credits will remain the same, and you will learn from the same top-level speakers that you expected to see at our live programs

Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification. The course will also cover the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, as well as in other areas relevant to SSARS No. 21 engagements. Also, the course will perform a detailed review of the key provisions of the recently issued SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018. Lastly, we will review proposed changes to the SSARS in order to conform the guidance to international standards.

Designed For

Accounting practitioners & their staff performing and managing compilation, preparation, and review engagement services

Course Objectives

Understand, apply SSARS No. 21, Clarification and Recodification  Be familiar with changes due to the issuance of SSARS Nos. 22, 23 and 24  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

Major Subjects

 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  SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018  Proposed changes to the SSARS  Sample comprehensive engagement work programs for preparation, compilation and review engagements  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

Prerequisites

Experience in performing and managing compilation, preparation, and review engagements

Registrants

+ $379.00

Search for and register other people in our database:

Add Person
Click above and type the first 3 letters of the person's name to search. Search may take 2-5 seconds.

Confirm E-Materials Only

One or more individuals have "e-materials only" selected and will not receive a hard copy for courses indicated. Please confirm this choice by pressing “Confirm” or press "Cancel" and unselect “No hard copy” to receive a hard copy.

Can't find the right person? Add them to our database

The MSCPA or its contractors may photograph or videotape MSCPA events. Attendees agree to allow their image to be used in MSCPA publications, website and marketing materials. Images may also be shared with the media. Attendance at MSCPA events waives the MSCPA from liability resulting from these uses. For questions, contact the MSCPA at mscpa@mscpaonline.org or call 617.556.4000.
Printer-friendly registration form

You may also be interested in: