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ACPEN Signature: 2018 Financial Statement Preparation, Compilation, and Review


Total Credits: 8 including 8 Accounting - Technical

Average Rating:
   4.6
Category:
Accounting and Auditing |  ACPEN Signature
Faculty:
Laura A. Billingsley, CPA, MS Acc, MEd |  Kurt G. Oestriecher, CPA |  James A. Smith, CPA, CGMA
Course Levels:
Update
Duration:
8 Hours
License:


Description

This course is designed to provide CPAs who perform financial statement preparation, compilation or review engagements with the most current best practices and identify practice pitfalls. In addition, the course will cover the new SSARS No. 24.

SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services—2018, introduces a number of amendments to the review engagements literature and to the general principles for preparation, compilation and review engagements literature.

 

The course provides valuable, practical advice that will help CPAs perform their SSARS engagements effectively and efficiently while reducing their liability risk and helping ensure that they comply with peer review requirements.

Basic Course Information

Learning Objectives
  • Explain the requirements of the SSARS
  • Review common peer review findings and SSARS application issues
  • Share best practices for preparation, compilation and review engagements.

Major Subjects
  • Hosting Services and Other Non-attest Services; requirements and practice issues.
  • General Principles for SSARS Engagements.
  • Preparation of Financial Statements.
  • Compilation Engagements.
  • Review of Financial Statements-Review Engagement Procedures.
  • International Reporting
  • ARSC Activities

Course Materials

Faculty

Laura A. Billingsley, CPA, MS Acc, MEd Related seminars and products: 3


Laura A. Billingsley, CPA, MS Acc, MEd, is an executive editor of PPC products for the Tax & Accounting business of Thomson Reuters in Carrollton, Texas, where she is responsible for the technical content and annual update of several PPC products. She is a coauthor of PPC’s Guide to SSARS Preparation Engagements, PPC’s Guide to PCAOB Audits, PPC’s Guide to Religious Organizations, PPC’s Practice Aids for Audits of Oil and Gas Entities, and PPC’s Guide to Fraud Risk Assessments; and a contributing author to PPC’s Guide to Compilation and Review Engagements, PPC’s Guide to Managing an Accounting Practice, PPC’s Guide to Write-up Services, PPC’s Guide to GAAS, PPC’s Guide to Audits of Financial Institutions, PPC’s Guide to Dealerships, and The PPC Accounting and Auditing Update newsletter. She has been an observer at the AICPA Accounting and Review Services Committee meetings for over 17 years. Before joining Thomson Reuters, she was a senior audit manager at PricewaterhouseCoopers LLP, where she managed attest, business assurance, and consulting engagements for both small business and public company clients. Ms. Billingsley is a member of the American Institute of Certified Public Accountants. 


Kurt G. Oestriecher, CPA Related seminars and products: 2


Kurt G. Oestriecher, CPA, is a partner with Oestriecher & Company, CPAs of Alexandria, La. He is the partner in charge of accounting and auditing services and is also involved in litigation support and small business consulting engagements.


James A. Smith, CPA, CGMA Related seminars and products: 7

Managing Director

Smith, Jackson, Boyer & Bovard, PLLC


JAMES A. SMITH, CPA, CGMA serves as Managing Director of Smith, Jackson, Boyer & Bovard, PLLC, a Dallas based, full service Certified Public Accounting firm. Mr. Smith began his career with a major international accounting firm where he served in both the audit and tax divisions. In his thirty-eight years of professional experience, he has performed audit engagements in real estate development and construction, investment partnerships, manufacturing, utilities, health care and transportation. He has worked with companies ranging in size from large, multinational corporations to small, closely held companies. He has also been engaged extensively in tax and financial planning consultations for closely held corporations and their owners.

Mr. Smith has appeared as a featured commentator on all four Dallas/Ft. Worth network news stations, including three and one-half years as a featured business commentator on KXAS, TV5; on the TSCPA “CPAs on Call” state wide tax television program; and on various radio news programs. He has conducted seminars on tax and financial planning for the Dallas Chapter of the TSCPA and stock brokerage firms and life insurance companies, and on marketing and practice management for the TSCPA, the North Carolina Association of CPAs, the Arkansas Society of CPAs, the Pennsylvania Institute of CPAs, and the American Institute of CPAs.

Mr. Smith served as Chair of the Texas Society of CPAs (TSCPA)for the 2007-2008 year, as Treasurer and as a member of its Executive Board and its Board of Directors. He is currently serving a three year term as an elected member of the American Institute of CPAs (AICPA) Council and is an appointed member of the AICPA Accounting and Review Services Committee. He has also served the TSCPA as an elected member or its Executive Board, as Chairman of the External Relations Steering Committee, the Strategic Planning Committee, the Management of Accounting Practice Future Issues Committee, Sub-Committee Chairman of the Quality Review Committee, and Chairman of the Public Practice Association. He has served as Chairman of the Dallas Chapter of the TSCPA for the 2002-2003 year and a member of its Board of Directors. He has also served on its Strategic Planning Committee and as Chairman of its Young CPAs Committee. In recognition of his service, Mr. Smith has been named by the TSCPA as Outstanding Steering Committee Chairman for the year 1999-2000, Outstanding Committee Chairman for the year 1995-1996, and Outstanding Committee Member for the Years 1992-1993 and 1995-96. The Dallas Chapter of the TSCPA also named him CPA of the Year for 1999-2000.

Mr. Smith is a graduate of Southern Methodist University with a BBA in Accounting and Economics. He is licensed as a Certified Public Accountant by the State of Texas and is a licensed Registered Investment Advisor.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

Public Practice and Industry


Original Recording Date 08/29/2018
Yellow Book No
Course Developer Business Professionals' Network, Inc.
Date Added to Catalog 01/30/2018

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
Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 148

Comments

Dondria H

"Required disclosures for financial statement preparation and compilations prepared on special purpose framework basis compared to disclosures required for GAAP financials. "

Donald S - Conroe, Texas

"Outstanding panel!"

Karen S - Lubbock, Texas

"Enjoyed the presentation."

James W - Anthony, Texas

"ACPEN continues to provide excellent and timely offerings."

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