Broadcast: Financial Statement Preparation, Compilation and Review Update

131  |  Course  |  Update  |  Scheduled


This course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth examination of the SSARS and will provide practice tips that will assist you in performing profitable standard compliant engagements.


Number of Credits Type of Credits
8.00 Accounting

Designed For

Public Practice and Industry


  • Preparation engagements
  • Compilation engagements
  • Review engagements


  • Explain the requirements of the SSARS
  • Review common peer review findings and SSARS application issues
  • Share best practices for preparation, compilation and review engagements


Member (Early Bird)
Non-Member (Early Bird)
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at


Michael L. Brand, CPA, CGMA

Michael L. Brand, CPA, CGMA was the chair of the ARSC from 2011 through 2015 during the time the SSARS 21 clarity project was going on. Mike now serves on the AICPA’s Professional Ethics Executive Committee. Mike is currently the A&A and Quality Control partner in the firm of Johnson, Feigley, Newton & Brand in Athens, AL. He received his B.S. in accounting from the University of North Alabama and has been in the practice of public accounting for over 25 years. During those years, he has been involved in all aspects of public accounting, with an emphasis in providing accounting, audit, and review services to clients in for profit, not-for-profit, and governmental sectors.

He also teaches continuing education classes across the country and has been awarded the Outstanding Discussion Leader multiple times and has spoken at several conferences nationwide and overseas. Additionally, he conducts peer reviews. He is currently serves on the Board of Directors for the Alabama Society of CPA’s and is the former chair and current member of the Alabama Society of Certified Public Accountants Peer Review Committee and is on the planning committee for National Advanced Accounting and Auditing Symposium. Additionally, he was on the Peer Review Board, Joint Trial Board, and Quality Control Standards Task Force of the AICPA.

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James A. Smith, CPA

James A. Smith, CPA, serves as Managing Director of Smith, Jackson, Boyer & Bovard, PLLC, a Dallas based, full service Certified Public Accounting firm. In his forty-four years of professional experience, he has performed audit engagements in real estate development and construction, investment partnerships, manufacturing, utilities, retail, transportation and health care. He has worked with companies ranging in size from large, multinational corporations to small, closely held businesses. He has also been engaged extensively in tax and financial planning consultations for closely held corporations and their owners. Mr. Smith served as Chair of the Texas Society of CPAs (TSCPA) for the 2007-2008 year, as an elected member of its Executive Board and its Board of Directors. He served as an elected member of the AICPA Council 2007 through 2011 and is serving again from 2012 through 2015. He also served as an appointed member of the AICPA Accounting and Review Services Committee 2008 through 2011and is currently serving as an appointed member of the AICPA Tax Practice Responsibilities Committee.

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Laura A. Billingsley, CPA, MS Acc, MEd

Laura A. Billingsley, CPA, is a senior technical editor of PPC products for the Tax & Accounting business of Thomson Reuters, in Fort Worth, Texas, where she is responsible for the technical content and annual update of several PPC products, including PPC’s Guide to Compilation and Review Engagements, and PPC’s Checkpoint e-Tools. She is a coauthor of PPC’s Guide to PCAOB Audits, PPC’s Guide to Religious Organizations, and PPC’s Guide to Fraud Risk Assessment: Implementing SAS 99 and Related Guidance.

Before joining PPC, she was a senior audit manager at PricewaterhouseCoopers LLP, where she managed audit, business assurance, and consulting engagements for a wide variety of domestic and international clients.

Ms. Billingsley is a member of the American Institute of Certified Public Accountants. She has a M.S. degree in accounting, a Masters degree in education, and a B.S. degree with a major in mathematics.

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