Knoxville Account Fest: Guide and Update to Compilations, Reviews, and Preparations
448 | Course | Update | Scheduled
Description
Specifically designed for compilation, preparation and review practitioners and their staff, this course will provide you with an overview, update, and hands-on application for performing compilation, preparation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification, as well as other recent releases from the AICPA that impact SSARS engagements. Lastly, the course will perform a detailed review of the key provisions of the recently issued SSARS No. 25, which is effective for 2021 engagements. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation and review engagements.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Auditing |
Designed For
Accounting practitioners and their staff performing and managing compilation, preparation and review engagement services
Prerequisites
Experience in performing and managing compilation, preparation, and review engagements
Highlights
- 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. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018
- SSARS No. 22, Compilation of Pro Forma Financial Information
- Comprehensive sample engagement work programs for every level of SSARS No. 21 service
- Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service
- Quality issues related to SSARS No. 21 engagements
- Proposed changes to the SSARS
Objectives
- Understand and 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 preparation, compilation and review program examples
- Be aware of the most recent reports and other required communications
Notes
TSCPA is working to ensure all in-person events are inviting, comfortable, and most importantly, a safe learning environment. These events are subject to COVID-19-related social distancing and safety protocols as required by the facility, or state and local jurisdiction. Should a course have to cancel due to low registration numbers or other unforeseen circumstances, TSCPA offers the flexibility to switch to the online version if available.
Prices
- Member (Early Bird)
- $169.00
- Non-Member (Early Bird)
- $219.00
- Member
- $194.00
- Non-Member
- $244.00
Instructors
Jeffrey Lieman, CPA
Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals.
Since 2016, he has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Lieman's previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland where he developed training materials for staff and instructors.
He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.
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