Compilations, Reviews and New Preparations: Engagement Performance and Annual Update

232  |  TSCPA In Person Events  |  Update  |  Scheduled


Specifically designed for compilation, preparation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement, compilation, and review engagements. You'll learn the ins and outs of SSARS No. 21, Clarification and Recodification, which is currently applicable and is the most significant change to the compilation and review standards since their inception over thirty years ago, and how this standard is different from SSARS No. 19. This course has practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements. This comprehensive resource provides hard copies of all the sample engagement letters, procedure checklists, illustrative reports, and more contained in the Essential SSARS No. 21 Implementation Toolkit to assist you with implementing new SSARS requirements.


Number of Credits Type of Credits
8 Accounting and Auditing


Experience in performing and managing compilation, preparation, and review engagements


  • SSARS No. 21, Clarification and Recodification
  • Changes - SSARS No. 19, Compilation and Review Engagements
  • Sample comprehensive engagement work programs for preparation, compilation and review engagements
  • Designing and performing procedures to specifically meet each engagement objective
  • Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations
  • Other communication requirements, such as sample engagement letters and management representation letters - highlighting what has changed from SSARS No. 19
  • Current ARSC agenda items and projects


  • Understand and apply SSARS No. 21, Clarification and Recodification
  • Be familiar with compilation and review program examples and disclosure illustrations
  • Identify and apply compilation, preparation, and review procedures
  • Be aware of the most recent compilation and review reports and other communications
  • Keep abreast of ARSC agenda items and projects
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material


Download course material prior to event.


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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


James K. Myers, CPA, CGMA

Jim Myers is a CPA with over 40 years' experience working in CPA firms (Big 8 to small firms), as a CPA firm partner for 15 years, CPA firm chief administrative officer, as a corporate controller, senior vice president and Accounting Department Director for a bank, financial director for a non-profit organization, and bank internal auditor.

Myers is a member of the AICPA, the Tennessee Society of CPAs (TSCPA) and several other local and regional organizations. He has served as Vice-Chairman, Secretary, Treasurer, and at-large director of TSCPA, a member of TSCPA Council and as Chairman of the Professional Ethics and the Technology committees. He has been a speaker for continuing education courses for the AICPA, the TSCPA, in-house CPE presentations, the Georgia Society of CPAs, the North Carolina Association of CPAs, the Alabama Society of CPAs, the Colorado Society of CPAs, and the Tennessee Association of Public Accountants. He co-authored the TSCPA ethics training course for Tennessee CPAs.

Myers is a graduate of Carson-Newman College (served on the Alumni Board and on the Business Department Advisory Board) and is the Chairman of Teen Center of Knoxville, Inc.

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