Chattanooga Account Fest: Guide and Update to Compilations, Reviews, and Preparations
479 | Course | Update | Scheduled
Description
Specifically designed for preparation, compilation, and review practitioners, 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 applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. 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
Prices
- Member (Early Bird)
- $169.00
- Non-Member (Early Bird)
- $219.00
- Member
- $194.00
- Non-Member
- $244.00
Instructors
Kerry E. Roberts, CPA
Kerry E. Roberts, CPA is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry chairs the Tennessee Senate Committee for Government Operations, which oversees 260 governmental agencies in the state of Tennessee.
Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a "Big 8" accounting firm, and adjunct accounting faculty for Lipscomb University.
Kerry was elected to the Tennessee State Senate in 2014 representing Cheatham, Dickson, Hickman, Humphreys, a portion of Montgomery and Robertson counties.
Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, a vintage motorcycle, two antique Triumph convertibles, and tending to a 155-year-old home.
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