Preparation, Compilation, and Review Engagements: Update & Review


If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements. Learn about the U.S. business economy, peer review, FASB updates, and other areas affecting preparation, compilation, and review engagements.


  • 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


  • Identify key economic factors and accountant's responsibility for fraud.
  • Recognize recent SSARSs, accounting, and reporting developments.
  • Identify the professional standards and risk factors relevant to the performance of preparation, compilation, and review engagements, including engagements on pro forma and prospective financial information.

Designed For

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


R Wells

Robert Wayne Wells, CPA, CFE Blankenship CPA Group, PLLC/Brentwood, Tennessee

Robert Wayne Wells graduated from Austin Peay State University in Clarksville, Tennessee in 1970 with a Bachelor of Science Degree in Accounting and Economics.

Mr. Wells began his career in public accounting in 1970 with the national firm of what was then Touche, Ross & Co. in Nashville, Tennessee.

In 1974, he joined a local firm in Nashville. This firm provided accounting, auditing, fraud investigations, and tax services to small and medium size businesses as well as extensive tax services to individuals. After a total of over 45 years experience, he is today a Principal with Blankenship CPA Group, PLLC in Brentwood, Tennessee.

Mr. Wells annually instructs numerous continuing education seminars and in-firm training classes all over the US for the major continuing education providers in the areas of accounting, auditing, fraud, and taxation. Mr. Wells is a recipient of the 2013 Outstanding Discussion Leader Award presented by the Tennessee Society of Certified Public Accountants and the 2014 Outstanding Discussion Leader Award presented by the American Institute of Certified Public Accountants.

Mr. Wells holds a Certified Public Accountant certificate in Tennessee, and is also a Certified Fraud Examiner. He is a member of the Tennessee Society of Certified Public Accountants, the AICPA and the Association of Certified Fraud Examiners.