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Performing Preparation, Compilation and Review Engagements

Thursday, April 24
 2:00pm - 4:00pm

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2.00 Credits

Member Price $118.00

Non-Member Price $142.00

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).

Objectives

  • Recall scope and definition of preparation, compilation and review engagements.
  • Identify elements and performance and documentation requirements of preparation, compilation and review engagements

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

    Designed For

  • CPA firm staff

    Prerequisites

    None

    Notice

    You will receive an email from the AICPA with instructions to access the webinar.

  • Leader(s):

    Leader Bios

    Daryl Krause

    Daryl G. Krause, CPA DG Krause LLC / Indianapolis, Indiana Mr. Krause has CPA certifications in several Midwestern states. He practices public accounting as manager and CEO of his regional CPA firm, DG Krause LLC, headquartered in Indianapolis, Indiana. Founded by Daryl in 2005, DG Krause LLC has been a member of the AICPA’s Employee Benefit Plan Audit Quality Center since 2005, and performs employee benefit plan audit services, for which Daryl serves as the sign-off partner. Since 2008, Daryl has been a frequent CPE program leader/facilitator for the AICPA, Surgent, the Ohio Society of CPAs, Indiana CPA Society, and other state societies throughout the United States of America, as well as in-house programs sponsored by firms and organizations. He was recognized as a Surgent Outstanding Discussion Leader during the 2018 CPE season. He has performed technical reviews during the development of certain AICPA CPE programs, and has been chosen periodically to instruct CPE programs for the AICPA’s own professional staff. He has been the author (and webcast presenter for the 8-hour program) of the AICPA’s primary 8- and 4-hour CPE programs Leases: Mastering the New FASB Requirements and The Bottom Line on the New Lease Accounting Requirements for each year since 2018. He is a contributing author to the AICPA’s CPE Direct Journal of Accountancy quarterly materials. Previously he enjoyed 23 years of diversified responsibilities with Ernst & Young. Industries he served as an auditor included manufacturing, construction, real estate, and financial services. Roles included Ohio Valley Area Director of Employee Benefit Plan Services (in which he was responsible for overseeing the audit services provided to over 500 ERISA employee benefit plans each year for an 8-year period) and senior manager in the Entrepreneurial Services group. As a senior manager in EY’s National Professional Development group for a 5-year period, he was involved in designing, developing and delivering core curriculum Audit and Entrepreneurial Services CPE training programs for the entire U.S. practice. Mr. Krause holds a Bachelor of Business Administration degree in accounting from the University of Wisconsin-Oshkosh.

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    Non-Member Price $142.00

    Member Price $118.00