Compilation and Review Practice Guide [CRP]

Aug 17, 2016
Time: 8:00 am-4:00 pm

Subject:

Auditing

Credit Hours:

8.00

Price:

Member: $295.00
Non-member: $445.00

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Discussion Leader:

Stacey Painter, CPA    more info

Stacey Painter, CPA, is the President of LOSCALZO ASSOCIATES, LTD., a wholly-owned
subsidiary of SmartPros Ltd. Stacey has been providing technical training to audiences across
the country on subjects ranging from International Financial Reporting Standards (IFRS) and
related FASB/IASB joint projects, to regulatory reform and the Dodd-Frank Act. Her passion,
enthusiasm, energy and the ability to speak to all levels of professionals has made her a
sought-after speaker.
Stacey has over 20 years of experience in both the public and private industry. Before joining
Loscalzo Associates, Stacey spent 13 years with Resources Global Professionals, most recently as the Managing
Director of Accounting and Finance Services. In this capacity, Stacey worked with the firm’s U.S. offices in
developing go-to market strategies around accounting initiatives, as well as provided technical training on site
to firm clients.
Prior to joining Resources, Stacey was the Corporate Controller of Square Two Golf, a publicly-traded
manufacturer of golf equipment. Here she was responsible for all aspects of accounting, financial reporting
(SEC), planning and budgeting, Human Resources and Internal Control.
At the start of her career, Stacey spent 6 years at Deloitte & Touche auditing clients ranging from $10 million
to over $1 billion in revenue.
Stacey received her Bachelors in Accounting from Pace University in New York. She is a member of the
American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

Stacey Painter, CPA, is the President of LOSCALZO ASSOCIATES, LTD., a wholly-ownedsubsidiary of SmartPros Ltd. Stacey has been providing technical training to audiences acrossthe country on subjects ranging from International Financial Reporting Standards (IFRS) andrelated FASB/IASB joint projects, to regulatory reform and the Dodd-Frank Act. Her passion,enthusiasm, energy and the ability to speak to all levels of professionals has made her asought-after speaker.

Stacey has over 20 years of experience in both the public and private industry. Before joiningLoscalzo Associates, Stacey spent 13 years with Resources Global Professionals, most recently as the ManagingDirector of Accounting and Finance Services. In this capacity, Stacey worked with the firm’s U.S. offices indeveloping go-to market strategies around accounting initiatives, as well as provided technical training on siteto firm clients.

Prior to joining Resources, Stacey was the Corporate Controller of Square Two Golf, a publicly-tradedmanufacturer of golf equipment. Here she was responsible for all aspects of accounting, financial reporting(SEC), planning and budgeting, Human Resources and Internal Control.

At the start of her career, Stacey spent 6 years at Deloitte & Touche auditing clients ranging from $10 millionto over $1 billion in revenue.

Stacey received her Bachelors in Accounting from Pace University in New York. She is a member of theAmerican Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

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Website registration for this course closes on August 10, 2016. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

Compilation and Review Practice Guide (CRP)

August 17, 2016

Westmark Fairbanks Hotel
813 Noble Street
Fairbanks, AK

LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course.

Compilation and review issues have dominated the profession during the past few years and the codification of SSARS 21 in AR Sections 60, 70, 80, and 90. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with SSARS 21 while applying best practices for both efficiency and effectiveness.

Major Topics:
SSARS Clarity Project
Preparation of financial statements
AR Sections 60, 70, 80, and 90
Compilation performance requirements
Review performance requirements
How to document and perform compilations and reviews
Special purpose frameworks financial statements what they are and when they can be used
Legal liability concerns and issues
How to perform and document analytical procedures appropriately, including developing expectations
Independence
Non-attest services
Common issues raised in peer reviews.

Learning Objectives:
Identify the performance requirements in the SSARS standards based on SSARS 21
Effectively perform compilation and review engagements utilizing the guidance in AR Sections 60, 80, and 90 of SSARS 21
Effectively perform preparation engagements utilizing the guidance in AR Section 70 of SSARS 21
Efficiently document compilations and reviews following the documentation guidance in AR Sections 80 and 90 in SSARS 21
Identify best practices when performing compilation and review engagements
Address special purpose frameworks when performing compilation and review engagements

Designed For: Practitioners who perform compilation and review engagements for nonpublic entities.

CPE Credits: 8, Auditing

Level of Knowledge: Intermediate

Prerequisite: Basic familiarity with SSARS standards

Acronym: CRP

Discussion Leader: Stacey Painter, CPA