VIRTUAL ONLY: Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements


A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical.


  • Overview of preparation, compilation, and review guidance
  • Accounting and reporting issues
  • Current practice issues
  • Common deficiencies in peer reviews
  • Current and future standard setting projects
  • International reporting issues in SSARS engagements
  • Special Purpose Framework financial statement issues
  • Case studies
  • Latest developments


  • Identify the professional standards and risk factors relevant to the planning and performance of preparation, compilation, and review engagements, including engagements on pro forma and prospective financial information.
  • Identify responses to preparation, compilation, and review engagement practice issues that comply with all applicable professional standards.

Designed For

CPA firm seniors (and above) managing engagements performed in accordance with SSARSs


Joseph Sanford

Joseph Sanford is President and CEO of Sanford & Company, P.A. located in Fort Smith, Arkansas. While involved in all aspects of the firm, he focuses his efforts in estate planning, litigation support, management consulting, and technology consulting. He also frequently serves as a moderator for various tax, accounting, technology, and ethics continuing education seminars for CPAs. Sanford received his BSBA from the University of Arkansas with a major in accounting and a minor in computer sciences in 1977. Sanford has been a practicing accountant since 1977. Prior to establishing his own firm, he worked as a manager at a large local CPA firm, which was merged with a much larger regional firm. This provided the catalyst for him to establish his own firm, Sanford & Company, P.A., in 1988. He is a member of the AICPA and the Arkansas Society of CPAs (ASCPA), the chair of the ASCPA Continuing Education Committee, past chair of the ASCPA Ethics Committee, and past chair of the ASCPA Quality Review Committee. He is also a member and past president of the Western Arkansas Estate Planning Council, past vice president of ASCPA, and past president of the Western Chapter of the ASCPA. Sanford is a frequent speaker at CPE seminars and conferences and received the ASCPA Discussion Leader of the Year Award for 2012 and 2017.