Loscalzo's Compilation & Review Essentials [CRE Anc]
Time: 8-4
Subject:
AuditingCredit Hours:
8.00Price:
Member: $295.00
Non-member: $445.00
Discussion Leader:
Gregory M. Clark, CPA
more info
Gregory M. Clark, CPA, CGMA, is a Principal with the Business Compliance & Controls Group (BCCG), an accounting and consulting firm specializing in technical audit and accounting training and consulting, employee benefit plan audits, compliance and training, internal controls consulting and training, and assessments, technical accounting consulting, and engagement quality control review services.
With more than 39 years of experience in the financial statement assurance and business compliance field, Greg has participated in all aspects of numerous attest engagements, including plan audit and business risk assessments, plan internal control assessment and design, plan regulatory compliance, financial reporting and quality control assessments, and administration contract compliance. BCCG provides technical accounting and auditing consulting services, continuing professional education services, quality control and effectiveness reviews, and compliance assistance to small businesses and CPA firms performing attest engagements.
Greg is a nationally known speaker on employee benefit plans, technical accounting and auditing, operational auditing and internal controls evaluations, integrated auditing, organizational risk assessments, and various other topics. In 2019, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Greg currently serves on the AICPA EBP Expert Panel, the AICPA Employee Benefit Plan Conference Program, the Georgia CPA Society Southeastern Accounting Show Task Force, and the Georgia Employee Benefit Plan Conference Committee. Greg has worked with accountants and auditors from throughout the world; many Fortune 500 companies; and numerous local, regional, and national CPA firms and small business clients as well as more than 46 state CPA society CPE organizations.
closeWebsite registration for this course closes on August 13, 2012. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Loscalzos Compilation and Review Essentials Rules for Local PractitionersAugust 14, 2012
Location:
Alaska Society of CPAs
341 West Tudor Rd. #105
Anchorage, AK 99503
$295 Member Fee
$445 Non Member Fee
Why Attend This Course?
Compilation and review issues have dominated the profession during the past few years due to the updating of the compilation and review literature by the SSARS Committee and the issuance of SSARS 19 effective for compilations and reviews performed for periods ending after December 15, 2010. This program addresses the changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with the current standards.
The manual also includes a number of Best Practices Tips.
Objective
Participants will be able to:
Identify changes made to the SSARS standards
Effectively perform compilations and reviews under the new standards
Efficiently document compilations and reviews under the new standards
Identify requirements when non-traditional issues are faced
Major Subjects
SSARS codification Compilation performance requirements Review performance requirements How to document and perform compilations and reviews under SSARS 19 Special Purpose Frameworks financial statements what they are and when they can be used... How to perform and document analytical procedures appropriately, including developing expectations and easy to use templates Independence Common issues raised in peer reviews
Who Will Benefit
Practitioners who perform bookkeeping, compilations, and reviews for non-public entities.
Field of Study: Auditing
Level of Knowledge: Intermediate
Prerequisites: Basic familiarity with SSARS
Advance Preparation: None
Credits: 8 hours
Acronym: CRE
Discussion Leader: Gregory M. Clark, CPA is an author and discussion leader for LOSCALZO ASSOCIATES LTD. and a Principal with the Business Compliance & Controls Group (BCCG) an accounting consulting firm specializing in employee benefit plan audits and compliance, internal controls auditing, consulting and assessments, and technical accounting training and consulting.
With more than 30 years experience in the audit and business compliance field, Greg has participated in all aspects of employee benefit plan engagements, including plan audit and business risk assessments, plan internal control assessment and design, plan regulatory compliance, data retention management, and administrative contract compliance. BCCG provides technical accounting and auditing consulting services, quality control reviews and effectiveness reviews and compliance assistance to CPA firms performing both general attest and employee benefit plan engagements throughout the United States.
Greg is an internationally known speaker on the topics of employee benefit plans, technical accounting and auditing, operational auditing and internal controls assessment and evaluation, data retention management, organizational risk assessments and various other topics. Greg has worked with accountants and auditors from international companies throughout the world, many Fortune 500 companies, numerous local, regional, and national CPA firms, and for more than 40 State CPA societies.
