Compilations, Reviews, & Preparations: Engagement Performance & Annual Update

8:30 am–4:15 pm ET

# of CPE Credits



Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification. The course will also cover the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, as well as in other areas relevant to SSARS No. 21 engagements. Also, the course will perform a detailed review of the key provisions of the recently issued SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services: 2018, including reporting in a review when going concern considerations exist. Lastly, we will review the forthcoming changes to the SSARS due to the issuance of SSARS No. 25 in 2020. Not only will this course bring you up-to-date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-24 services in compliance with professional, ethical, and technical requirements.


* Understand, apply SSARS No. 21, clarification and recodification * Be familiar with changes due to the issuance of SSARS Nos. 22-25 * 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 * Utilize hands-on examples and illustrations to increase your overall understanding and application of the material


* SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services * SSARS No. 22, Compilation of Pro Forma Financial Information * SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services: 2018 * Proposed changes to the SSARS * Sample comprehensive engagement work programs for preparation, compilation, and review engagements * 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 * Going concern reporting implications on SSARS engagements due to COVID-19 and other issues

Who Should Attend

Accounting practitioners and their staff performing and managing compilation, preparation, and review engagement services

Required Knowledge

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

Advanced Prep


Event Speaker(s)

Mr. William Hunter Cook, CPA ( Surgent McCoy CPE, LLC, Radnor, PA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Also Available As

Wednesday, October 19, 2022 (8:30 am–4:15 pm ET)
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Tuesday, December 13, 2022 (8:30 am–4:15 pm ET) , Morrisville
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Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Auditing
Level: Update

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0026722

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$260.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.