Annual Update and Practice Issues for Preparation, Compilation, and ReviewEngagements

Description

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.

Highlights

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

Objectives

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



Leaders

Jeanette Bax-Kurtz

Jeanette Bax-Kurtz is the Founder and Owner of Andern Consulting LLC. She works with tax exempt organizations including government districts, minority and family-owned businesses assisting them to navigate the changes and regulations to help their organizations build their legacies in this ever changing world. She was the past partner and Director of Not-for-Profit and Regulatory Services for Mueller Prost, which she coordinated the firm’s delivery of audit, tax and advisory services to tax exempt and other organizations, including not-for-profit, real estate, and healthcare industries. Her considerable knowledge base has been the source of assistance for many directors, trustees, government agencies, owners and consultants in solving challenges facing a dynamic environment.

Jeanette is a graduate of University of Missouri, St. Louis with a B.S.B.A. concentration in Accounting and a Minor in Mathematics. She has more than 30 years of experience in public accounting. Jeanette is a Certified Public Accountant in the States of Missouri, Illinois, and Nebraska. She is a member of the American Institute of Certified Public Accountants, Missouri Society of Certified Public Accountants.

Her focus on not-for-profit organizations and highly regulated industries makes Jeanette a sought-after educator and speaker. She frequently teaches courses for the AICPA and is a guest lecturer at various universities, CPA firms and other organizations.

In addition to her professional affiliations, Jeanette serves as a board member for Belleville Diocesan Finance Council, Brace for Impact 46, Pujols Family Foundation, Resourceful Living and Women of Wisdom. She also devotes a considerable amount of time to providing services and volunteering for a variety of tax-exempt organizations. Jeanette is a recipient of the Association’s Outstanding Facilitator Award