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Live Webcast Replay

ACPEN Signature 2024: Financial Statement Preparation: Compilation and Review Update


Total Credits: 8 including 8 Accounting - Technical

Average Rating:
   107
Categories:
ACPEN Signature |  Accounting and Auditing |  Ethics
Faculty:
Laura A. Billingsley, CPA, MS Acc, MEd |  Kurt G. Oestriecher, CPA |  James A. Smith, CPA, CGMA
Course Levels:
Update
Duration:
8 Hours
License:
Product Setting: Expires 30 day(s) after program date.

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 analysis 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 (Statement on Standards for Accounting & Review) and the latest developments affecting preparation, compilation, and review engagements
  • Review common Peer Review findings and SSARS application issues
  • Share best practices for preparation, compilation, and review engagements

Major Subjects
  • Ethics Update
  • Preparation Engagements
  • Compilation Engagements
  • Review Engagements
  • Hot GAAP Topics
  • New Quality Management Standards

Course Materials

Faculty

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. 


Kurt G. Oestriecher, CPA's Profile

Kurt G. Oestriecher, CPA Related Seminars and Products


Kurt G. Oestriecher, CPA is a partner with Oestriecher & Company, CPA’s of Alexandria, Louisiana and has been with the firm since graduating cum laude from the University of Louisiana - Monroe in 1986 with a BBA in Accounting. He is partner in charge of accounting and auditing services and is also involved in litigation support and small business consulting engagements. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Society of Louisiana Certified Public Accountants (LCPA), and he served as President of the LCPA in 2002–2003. He has chaired the Louisiana Accounting and Auditing Conference Committee, Strategic Planning Committee, Budget Committee, and Nominating Committee. Kurt was the recipient of the 1998, 2006, 2010, and 2018 Outstanding Discussion Leader Award from the LCPA, and was named the Outstanding Discussion Leader for the AICPA for eleven consecutive years from 2007 - 2018.  He has authored and co-authored many
educational courses on accounting and auditing topics, including the AICPA “Annual Update for Accountants and Auditors”, and “Auditor Communications – Critical New Requirements”. Kurt served a four-year term on the Accounting and Review Services Committee of the AICPA from 2000-2004, and the AICPA Joint Trial Board from 2006- 201. He was a member of Council of the AICPA and was an Adjunct Instructor of Accounting at LSU-Alexandria and Northwestern State University.


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.


Dates

Mon, Dec 30, 2024 - 09:00am to 04:58pm CST
Mon, Dec 30, 2024 - 01:00pm to 08:58pm CST
Mon, Jan 06, 2025 - 09:00am to 04:58pm CST
Mon, Jan 06, 2025 - 01:00pm to 08:58pm CST
Fri, Jan 17, 2025 - 09:00am to 04:58pm CST
Fri, Jan 17, 2025 - 01:00pm to 08:58pm CST

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

Industry and Public Accountants


Original Recording Date

8/21/24

 


Yellow Book

No


Course Developer

Business Professionals' Network (ACPEN)


Date Added to Catalog

3/6/2024


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.


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


Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 107

Comments

John B - HOUMA, Louisiana

"Good presentations. Very apropos."

Lisa D - Somerset, Kentucky

"Enjoy the three speakers discussion of the topics."

Karen K - Mason City, Iowa

"Great job as always!"

Edward J - Monroe, Louisiana

"Great job by each speaker"

Susan R

"I was very happy with the panel/discussion presentation. It was more interesting and informative "