Skip to main content

Performing Preparation, Compilation and Review Engagements

-

Add to Calendar

Online

2.00 Credits

Member Price $125.00

Non-Member Price $149.00

Overview

Comply With All Standards As You Prepare, Compile and Review Engagements
This webcast is a go-to reference for staying in compliance with all professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs).



Delivery Method: Individual webcast
CPE Credit: Auditing
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

Highlights

  • Definition of an engagement
  • Forms, checklists and other documentation for preparing, compiling and reviewing engagements
  • Explanation of the differences between compilation and preparation engagements
  • Criteria of a compilation engagement and the entities where compilations can be performed
  • Criteria of a review engagement
  • Changes in level of service

    Prerequisites

    None

    Designed For

  • CPA firm staff

    Objectives

    • Recall scope and definition of preparation, compilation and review engagements.
    • Identify elements and performance and documentation requirements of preparation, compilation and review engagements
  • Leader(s):

    Leader Bios

    Daryl Krause, Surgent McCoy CPE, LLC

    Daryl G. Krause is manager and CEO of DG Krause, LLC. In April 2005, he organized and founded this regional public accounting firm, which is registered for operations in six mid-western states. The firm performs employee benefit plan audits and related services for clients with plans having net assets ranging from less than one million dollars to in excess of one billion dollars. Mr. Krause worked at Ernst & Young, LLP for over 23 years with diversified and progressively responsible experience in the public accounting profession. He also served as the Ohio Valley Area Director of Employee Benefit Plan Services specialty audit practice for eight years. He was responsible for the technical accuracy and quality of over 300,000 hours of employee benefit plan audit effort. He was also a senior manager in Entrepreneurial Services group for three years managing a portfolio of corporate audit client relationships. He was a senior manager in E&Y’s National Professional Development group for five years. He was part of the 11 member team that completed the development effort to introduce the Ernst & Young Audit Approach Training for Staff through Partner following the Ernst & Whinney and Arthur Young merger, which was deemed a critical success factor for the newly formed Ernst & Young. Mr. Krause holds a Bachelors of Business Administration in Accounting from the University of Wisconsin-Oshkosh.

    Return to Top

    Non-Member Price $149.00

    Member Price $125.00