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Live Webcast Replay

Preparation, Compilation and Review 2020 Issues

Total Credits: 1 including 1 Auditing- Technical

Average Rating:
Accounting and Auditing |  Partner Produced |  IRS Approved
Jeffrey A. Hartzel
Course Levels:
1 Hour




Preparation, Compilation & Review 2019 Issues

It’s time for comp & review updates especially since SSARS changes are happening in 2019. What are the adjustments involved when performing analytical procedures in review engagements? Highlights of some peer review issues are presented with tips of how to watch out for them.

Jeffrey A. Hartzel, CPA – Retired Audit Partner, Morris, Kalish + Walgren, PC, Southfield


Basic Course Information

Learning Objectives
  • Participants walk-away with the latest updates to preparation, compilation and review standards

Major Subjects
  • Professional standards update
    • FASB
      • Big GAAP
      • Little GAAP
    • AICPA
      • Quality Control Standards
      • Auditing Standards
      • Code of Conduct
      • Compilation and Review Standards

Course Materials


Jeffrey A. Hartzel Related seminars and products:

Jeff is a recently retired owner in Morris, Kalish + Walgren, PC in Southfield, Michigan. Jeff had been with MKW for more than 26 years. Jeff graduated from Michigan State University in June 1978 with a BA in accounting, passed the CPA exam in November 1978 and became licensed in 1980.
Jeff has more than 40 years of diversified Accounting and Auditing experience with International (eight years), Regional (five years) and local CPA firms (27+ years). Jeff has wide ranging experience from small/local businesses to large international publicly traded companies.  He is experienced in auditing and accounting related to employee benefit plans, manufacturing entities, nonprofit entities, construction contractors, wholesalers, retailers, and professional firms.  Jeff is experienced in the application of LIFO inventories.
Jeff is an active Member of the AICPA and MICPA. Jeff is a past Chairman of the Accounting and Auditing Leadership Committee of the MICPA. He is an active member of the Accounting & Auditing Standards Task Force, which comments on professional standard exposure drafts; and, the Accounting and Auditing Conference Planning Task Force, which plans several of the MICPA’s annual conferences.  
Jeff participates as a discussion leader for MICPA Conference breakout sessions. Jeff occasionally teaches as an adjunct instructor at Walsh College in Troy, Michigan.


Additional Info

Basic Course Information

Prerequisites A basic knowledge of SSARS
Advanced Preparation None
Designed For CPAs in public practice or those working in finance in business and industry
Yellow Book No
Course Developer MICPA
Original Recording Date 08/14-15/2019
Date Added to Catalog 09/13/2019

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.4

Total Reviews: 189


Alison H

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Scott K - Thompsonville, Michigan

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Janice P

"Thank you"

Philip W

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Elizabeth O

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Brittani J

"Enjoyed the speaker and topics discussed."

Brian C - Holland, Michigan

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Patricia S - Ann Arbor, Michigan

"Good session"

Alan M


Lisa H - GRAND RAPIDS, Michigan

"Leon is very engaging and effectively uses humor to help make the content interesting and maintain audience attention."

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