Live Stream: Preparation and Compilation Engagements Under the SSARS

361  |  Livestream  |  Basic  |  Scheduled


Become the go-to person for financial statement compilation and preparation engagements. This course is specifically designed for those performing preparation and compilation engagements, and it will provide hands-on application for performing such engagements under AR-C Section 70 and 80, respectively. You will learn the relevant sections of the SSARS related to these engagements and how recently issued updates to SSARS No. 21 impact them. The course will provide practical examples and illustrations to help you perform these engagements effectively and efficiently, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagements. Lastly, the course will review recent peer review feedback on these types of engagements and highlight areas where you can improve engagement quality.


Number of Credits Type of Credits
4.00 Auditing

Designed For

Accounting practitioners and their staff performing and managing preparation and compilation engagement services


Experience in performing and managing preparation and compilation engagements


  • Relevant sections of SSARS No. 21, Clarification and Recodification
  • Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24
  • Proposed changes to the SSARS guidance
  • Comprehensive sample engagement work programs for preparation and compilation engagements
  • Prescribed form, specified line item, pro forma, and other engagement variations
  • Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
  • SSARS No. 21 implementation issues and peer review feedback


  • Understand and apply relevant sections of SSARS No. 21, Clarification and Recodification
  • Be familiar with guidance impacting preparation and compilation engagements which is contained in SSARS Nos. 22, 23 and 24
  • Be familiar with preparation and compilation work program examples
  • Be aware of the most recent reports and other required communications
  • Keep abreast of relevant ARSC agenda items and projects
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material


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


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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