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ACPEN Signature: 2020 Financial Statement Preparation, Compilation & Review Update, 08/26/2020, On Demand More info »
Live Webcast Replay

ACPEN Signature: 2020 Financial Statement Preparation, Compilation & Review Update


Total Credits: 8 including 8 Accounting - Technical

Average Rating:
   133
Categories:
Accounting and Auditing |  ACPEN Signature
Speakers:
Laura A. Billingsley, CPA, MS Acc, MEd |  James A. Smith, CPA, CGMA |  Kelly J. Hunter, CPA
Course Levels:
Update
Duration:
8 Hours
Product Type:
Live Webcast Replay - Also available: On Demand
License:

Dates


Description

This course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth examination of the SSARS and will provide practice tips that will assist you in performing profitable standard compliant engagements.

Basic Course Information

Learning Objectives
  • Explain the requirements of the SSARS.
  • Review common peer review findings and SSARS application issues.
  • Share best practices for preparation, compilation and review engagements.

Major Subjects
  • Preparation Engagements
  • Compilation Engagements
  • Review Engagements

Course Materials

Speaker

Laura A. Billingsley, CPA, MS Acc, MEd's Profile

Laura A. Billingsley, CPA, MS Acc, MEd Related Seminars and Products


Laura A. Billingsley, CPA, MS Acc, MEd, is an executive editor of PPC products for the Tax & Accounting business of Thomson Reuters in Carrollton, Texas, where she is responsible for the technical content and annual update of several PPC products. She is a coauthor of PPC’s Guide to SSARS Preparation EngagementsPPC’s Guide to PCAOB AuditsPPC’s Guide to Religious OrganizationsPPC’s Practice Aids for Audits of Oil and Gas Entities, and PPC’s Guide to Fraud Risk Assessments; and a contributing author to PPC’s Guide to Compilation and Review Engagements, PPC’s Guide to Managing an Accounting PracticePPC’s Guide to Write-up ServicesPPC’s Guide to GAAS, PPC’s Guide to Audits of Financial Institutions, PPC’s Guide to Dealerships, and The PPC Accounting and Auditing Update newsletter. She has been an observer at the AICPA Accounting and Review Services Committee meetings for more than 20 years. Before joining Thomson Reuters, she was a senior audit manager at PricewaterhouseCoopers LLP, where she managed attest, business assurance, and consulting engagements for both small business and public company clients. Ms. Billingsley is a member of the American Institute of Certified Public Accountants. 


James A. Smith, CPA, CGMA's Profile

James A. Smith, CPA, CGMA Related Seminars and Products

Managing Director

Smith, Jackson, Boyer & Bovard, PLLC


James A. (Jim) Smith, CPA, CGMA, serves as Managing Director of Smith, Jackson, Boyer & Bovard, PLLC, a Dallas Certified Public Accounting firm.  He practices extensively in tax compliance, planning and controversy representation for individuals and entrepreneurial businesses. He also is engaged in the preparation, compilation and review of financial statements; exit strategy planning for entrepreneurs; merger and acquisition planning and transactions; and forensic accounting and litigation services. 

Mr. Smith served as Chair of the Texas Society of CPAs (TSCPA) for the 2007-2008 year, and as a member of its Professional Standards and Federal Tax Policy Committees since their inception.  He served as a member of the AICPA Council 2007 through 2011 and from 2012 through 2015.  He also served as an appointed member of two of the AICPA’s key standard setting committees:  the Accounting and Review Services Committee from 2008 through 2011 and the Tax Practice Responsibilities Committee, 2014 to 2017.


Kelly J. Hunter, CPA Related Seminars and Products

Fitts Roberts Kolkhorst & Co. (FRK & Co.)


Kelly J. Hunter, CPA is the Chief Operating Officer and shareholder in charge of the audit department of Fitts, Roberts, Kolkhorst & Co., P.C., a CPA firm in Houston, Texas and has been with the firm since 1999.

He is a current member of the AICPA’s Professional Ethics Executive Committee (PEEC) as well as a former member of the Accounting and Review Services Committee of the AICPA from 2014-2016 and a former member of the AICPA PCPS Technical Issues Committee from 2011-2014. 

He is also a member of the Board of Directors for the Texas Society of CPAs (TXCPA) as well as the President-Elect of the Houston Chapter of the TXCPA.  He is currently the chair of the CPE advisory board for the TXCPA.

He has authored and co-authored educational courses for the AICPA including the Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements (CORU).  He was also the primary author for the 2015 version of the AICPA Audit and Accounting Guide, “Preparation, Compilation and Review Engagements” which is the version that was completely revised by the issuance of SSARS No. 21, Statements on Standards for Accounting and Review Services: Clarification and Recodification.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Industry and Public Practice
Original Recording Date 08/26/2020
Yellow Book No
Course Developer Business Professionals' Network, Inc.
Date Added to Catalog 01/17/2020

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

Promo Video

(Approximate)
Break (17min) - 1:57:30
Lunch (50min) - 3:34: 43
Break (15min) - 6:05:34

Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 133

Comments

David F

"Really appreciated James Smith's experiences that were shared."

Joseph A

"Excellent seminar"

Cameron D - Orange, Texas

"Great Course"

Claire Horneffer H - Texas

"Thank you."

Kimberly D

" "

Cole H

"Have Mr. Kelley back. Most knowledgeable and best presenter on at this CPE."

Chundria M

"Course very helpful in regards to learning the expectations of the preparation of financial statements."

Alison Parker P

"Really enjoyed Kelly as part of the panel. Invite him back!"

Eric L

"Very well done in every aspect! Thanks to all!"

Edward J - Monroe, Louisiana

"Good Job everyone"