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Webinar

Third Party Verification (Comfort) Requests: What Are Options for Responding and How to Determine Which Professional Standards to Apply

If you have questions about this event, please call us at 952-831-2707.

Wednesday, Jan. 21, 2026
11 a.m.-12:50 p.m. Central
2 CPE (2 technical)

Course code: 25WA-405C
View pricing


Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk.

Major subjects

  • Common third party verification requests
  • Differentiating the allowable options for responding to requests for comfort, including SSARS, SAS and SSAE engagements
  • Critical elements of professional standards that may apply to nonattest and attest services p

Learning objectives

  • Describe the various nonattest and attest options available for appropriately responding to third party verification requests
  • Explain how to select the most appropriate type of engagement to meet the client's needs
  • Discuss how to meet the needs of your client and satisfy third parties, without putting your practice at risk

Who should take this program?

  • Anyone who performed nonaudit services

Pricing

Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00
Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Jennifer Louis, CPA
Location Online
Area
of study
Accounting & audit
Field(s)
of study
Auditing - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.