Preparation, Compilations and Reviews-A Practical Workshop 2024

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  • Date/Time
    • Jan 23, 2025
    • Sign In: 8:30am (MT)
    • Program: 9:00am - 4:30pm (MT)
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  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 8.00
  • Credit Type(s)
    • Accounting (8.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Basic
  • Fields of Study
    • Accounting

Description

Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.

  • Presenters - Mark Frederick Wille
  • Designed For

    Designed For: Small to mid-size CPA firms.
  • Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Director; Executive/VP; C-Suite
  • Objectives

    • Explain the difference between preparation, compilation and review usage
    • Know when to use each service
    • Describe the usage of compilation and review reports
    • Describe the changes to the SQCS becoming SQMS
    • Develop checklists to use for preparations, compilations, and reviews
    • Employ materiality rules to Review Services
    • Employ alternatives to standard reporting services
    • Discuss practical ideas and ways to implement relevant changes in the firm
    • Identify and implement keys to profitable engagements
    • Apply the SSARS rules

    Highlights

    • Preparation, Compilations and Reviews

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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