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Webinar

Preparation, Compilations and Reviews: A Practical Workshop

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

Thursday, Nov. 20, 2025
8 a.m.-3:30 p.m. Central
8 CPE (8 technical)

Course code: 25WC-0518
View pricing


Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.

Major subjects

  • Preparation
  • Compilations
  • Reviews

Learning objectives

  • Explain the difference between preparation, compilation and review usage
  • Know when to use each service
  • Describe the usage of compilation and review reports
  • Describe the changes to the SQCS becoming SQMS
  • Develop checklists to use for preparations, compilations, and reviews
  • Employ materiality rules to Review Services
  • Employ alternatives to standard reporting services
  • Discuss practical ideas and ways to implement relevant changes in the firm
  • Identify and implement keys to profitable engagements
  • Apply the SSARS rules

Who should take this program?

  • Small to mid-size CPA firms

Pricing

Standard Member Fee $329.00
checkmark Standard Nonmember Fee $439.00

MNCPA members save $110.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $439.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Location Online
Area
of study
Accounting & audit
Field(s)
of study
Accounting - Technical (8.0)
Level Basic
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
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.