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Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?

Friday, January 10
 10:00am - 5:40pm

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8.00 Credits

Member Price $225.00

Non-Member Price $275.00

Overview

Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS  preparation of financial statements service and other nonattest engagements.

Objectives

  • Describe practice management risks associated with non-audit services 
  • Properly apply relevant professional standards and regulations for non-audit services to minimize litigation and peer review risk 
  • Leverage information obtained on engagements to enhance the quality of client service
  • Be familiar with the numerous illustrations, examples, and exercises related to practical guidance to implement important key learning points

Highlights

  • Preventing malpractice claims related to nonattest accounting services 
  • Identifying and safeguarding independence threats when issuing attest reports 
  • Establishing an understanding with the client regarding non-audit services 
  • Defining the varying levels of responsibility for accountants performing non-audit services 
  • Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations 
  • Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements
  • Properly considering going concern, subsequent events, and other disclosure matters 
  • Common issues related to peer reviews, including recurring reporting problems 
  • Applying financial analysis best practices to help your clients better interpret their financial results

Designed For

Anyone who performed nonaudit services

Prerequisites

None

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

Leader Bios

Jennifer Louis, Surgent McCoy CPE, LLC

Jennifer F. Louis, CPA has over 19 years of experience in designing and presenting high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organizational success. In 2003, she founded Emergent Solutions Group, LLC, a company dedicated to developing and delivering accounting and auditing training services. She was most recently executive vice president/director of training services at AuditWatch, Inc., a highly respected training and consulting firm serving the audit profession. During her six years at AuditWatch, Ms. Louis served in many other capacities, including vice president of product development, and a consultant for the firm’s Audit Productivity Improvement Program TM. She also coauthored a manual on value-added auditing. Before joining AuditWatch, Ms. Louis was the financial/operational audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.

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Non-Member Price $275.00

Member Price $225.00