Loscalzo's Compilation & Review Practice Guide [CARPG Anc]

Aug 20, 2014
Time: 8-4

Subject:

Auditing

Credit Hours:

8.00

Price:

Member: $295.00
Non-member: $445.00

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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.

 

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Website registration for this course closes on August 19, 2014. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

Loscalzos Compilation and Review Practice Guide

August 20, 2014
AKCPA Conference Room
Anchorage, AK

Compilation and review issues have dominated the profession during the past few years due to the issuance of SSARS 19, effective in 2011, and the ARSC Clarity Project. 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 while applying best practices for both efficiency and effectiveness.

Major Topics:
SSARS Clarity Project Preparation of financial statements SSARS 19 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:
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 best practices when performing compilation and review engagements

Designed For: Practitioners who perform compilation and review engagements for non-public entities.

Level of Knowledge: Intermediate

CPE Credits: 8

Prerequisite: Basic familiarity with SSARS

Acronym: CARPG

Discussion Leader: Greg Clark, CPA