Loscalzo's Compilation & Review Essentials - The New Rules [CRE Fbx]
Time: 8-4
Subject:
AuditingCredit Hours:
8.00Price:
Member: $295.00
Non-member: $370.00
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.
closeWebsite registration for this course closes on August 2, 2010. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Loscalzos Compilation and Review Essentials The New Rules for Local PractitionersAugust 3, 2010
Fairbanks, Alaska
$295 AKCPA Member Fee
$370 Non Member Fee
Why Attend This Course?
With the most massive rewrite of SSARS since 1978, you will be required to:
Redraft all compilation and review reports
Rethink the application of independence when performing certain non-attest services
Obtain engagement letters on all compilation and review engagements
Meet minimum documentation requirements for both compilations and reviews
Meet minimum performance standards
The manual includes a number of Best Practices Tips.
Objective
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 requirements when non-traditional issues are faced
Major Subjects
The new SSARS standards
How to document and perform compilations and reviews under the new standards Association with financial statements when a report is required
The meaning of internal control services and how they will impact compilations and reviews
OCBOA financial statements what they are and when they can be used...
Common issues raised in peer reviews...
How to perform and document analytical procedures appropriately, including developing expectations and easy to use templates
Who Will Benefit
Practitioners who perform basic bookkeeping, compilations, and reviews for small business clients
NASBA Field of Study: Auditing
Level: Intermediate
Prerequisites: Basic familiarity with SSARS
CPE Credit Hours: 8
Discussion Leader: Gregory M. Clark, CPA
Gregory M. Clark CPA is an author and discussion leader for LOSCALZO ASSOCIATES, P.A. and a Principal with the Business Compliance & Controls Group (BCCG) an accounting consulting firm specializing in employee benefit plan audits and compliance, internal controls auditing, consulting and assessments, and technical accounting training and consulting.
With extensive experience in the audit and business compliance field, Greg has participated in all aspects of employee benefit plan engagements; including plan audit and business risk assessments, plan internal control assessment and design, plan regulatory compliance, data retention management, and administrative contract compliance. BCCG provides technical accounting and auditing consulting services, quality control and effectiveness reviews and compliance assistance to CPA firms performing employee benefit plan engagements.
Greg is an internationally known speaker on the topics of employee benefit plans, technical accounting and auditing, operational auditing and internal controls evaluations, data retention management, organizational risk assessments and various other topics. Greg has worked with accountants and auditors from international companies throughout the world, many Fortune 500 companies, numerous local, regional, and national CPA firms, and for more than 40 State CPA societies.
