2023-24 Compilation & Review Update

A Comprehensive & Detailed Seminar
(Full-Day or 2 Half-Days)

CREDITS: 8

CATEGORY: Auditing

SPEAKER: Prof. Kenn Heaslip, CPA

DATE: Thursday December 12, 2024 or 2 Half-Days 12/12 & 12/13
or Any Day or 2 Half-Days 12/22-26 or 12/29-31
or Thursday January 9, 2025 or 2 Half-Days 1/9 & 1/10

TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern 8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up

Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.

LOCATION: All New (2023-24) Pre-Recorded Webinar With Live Q&A

NOTE: There will be an opportunity to receive answers from the instructor in real-time by submitting your questions in the Q&A forum on the webinar page!

This seminar will highlight a review and update of everything you need to know for Compilations and Reviews. Prof. Heaslip has received rave reviews on his A&A courses. This Is A Must Attend Seminar!

REMINDER: You need to have 40 CPE credits in A&A every 3 years if you prepare financial statements. This seminar will help you meet your 40 CPE requirement.

Topics & Learning Objectives Include:

  • Financial Reporting Frameworks
  • Distinguishing Between Preparation, Compilation and Review Engagements
  • Refresher on Standard Requirements
  • Engagement Letters
  • Review Procedures - Inquiry & Analytical Procedures
  • Compilation and Review Reporting
  • Financial Statement Disclosures
  • New Statements on Quality Management Standards SQMS 1 & 2
  • NEW SSARS 26
  • Ethics Standards Affecting SSARS Engagements:
      • Independence in a Review Engagement
      • Hosting Rules
      • Staff Augmentation
      • Client Records Requests
  • Peer Review Deficiencies
  • Practical Examples Will Be Illustrated

Kenneth Heaslip is one of the foremost lecturers in Accounting & Auditing. He has over 30 years of experience in lecturing on A&A topics and is currently a professor at Mercy College.

  • Program Level: Overview
  • Prerequisites: Basic Knowledge of GAAP Accounting
  • Advance Preparation: None Required
    $320.00 $285.00
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    $285.00
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