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Preparation, Compilation and Review Annual Update


Total Credits: 8 including 8 Accounting - Technical

Average Rating:
   40
Categories:
Accounting and Auditing |  ACPEN Industry Institute
Faculty:
Gary A. Hotchkiss, CPA
Course Levels:
Update
Duration:
8 Hours
License:
Product Setting: Expires 40 day(s) after program date.

Dates


Description

This 8-hour seminar is a comprehensive review of professional standards as they relate to the three levels of financial statement service defined in AICPA Statement on Standards for Accounting and Review Services (SSARS) No. 21, Clarification and Recodification.  It is a hear-it-today-apply-it-tomorrow application-oriented seminar intended to update those professional accountants who administrate and/or conduct SSARS-covered engagements.  Emphasis is placed on areas that are new to SSARS No. 21, as well as areas that, based on peer review feedback, have been sources of significant and/or repetitive findings of deficiency.

 

Basic Course Information

Learning Objectives

*Update participants on the general standards that are applicable to all SSARS-covered engagements

*Review the newly defined


Major Subjects

*Client Acceptance and/or Continuance Consideration in SSARS

* Preparation of Financial Statements

*Compilation of Financial Statements

* Review of Financial Statements

*Peer Review Feedback Related to SSARS Engagements

*Analytic Procedures and Materiality Considerations in a Review Engagement


Course Materials

Faculty

Gary A. Hotchkiss, CPA Related Seminars and Products


Gary’s professional career has encompassed public accounting in the capacity of staff to partner level in firms ranging from small to international practices, and industry experience at the controller and chief financial officer level. Gary’s experience also includes three years as a member of the Auditing Standards Board of the American Institute of Certified Public Accountants.  For several years, Gary served as the senior technical reviewer for the Texas Society of CPAs for peer reviews conducted in that state.  Various organizations such as the American Institute of Certified Public Accountants and state societies of CPAs have named Gary as their discussion leader of the year.  Participants have noted that he enhances his presentations by including real-life examples and drawing upon a “somewhat dry” sense of humor. 

Gary, currently, is a partner in a small accounting practice in Dallas, Texas.  Additionally, Gary is the President of RealisticApproach Seminars, Inc.  RealisticApproach Seminars, Inc. develops and provides professional training, exclusively through state societies of CPAs, to CPAs throughout the country.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Accountants who administrate, supervise, and/or review SSARS-covered engagements, functioning in the capacity of staff (professional and paraprofessional) who prepare, compile, and/or review financial statements
Original Recording Date 05/05/2016
Yellow Book No
Course Developer Gary Hotchkiss
Date Added to Catalog 05/04/2016

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method Group Internet Based

Reviews

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Overall:      4.5

Total Reviews: 40