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Webinar

Performing Preparation, Compilation and Review Engagements

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

Friday, July 17, 2026
2-4 p.m. Central
2 CPE (2 technical)

Course code: 26WI-0108
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Alternate dates & more options


Do you perform preparation, compilation, or review engagements? Staying in compliance with all professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs) is essential to your engagements. You'll gain insight into how to perform these engagements in accordance with the relevant guidance. You'll cover several key topics to help you complete preparation, compilation, or review engagements successfully and compliantly. Topics covered include: Frameworks, objectives, and general principles; Standards and guidance; Documentation.

Major subjects

  • Engagement objectives.
  • Performance requirements and standards.
  • Documentation.
  • Differences between compilation and preparation engagements.
  • Engagement criteria.
  • Changes in level of service.

Learning objectives

  • Identify the framework and objectives of preparation engagements and of compilation engagements, and the general principles and objective of review engagements.
  • Recall the performance requirements for an engagement to prepare financial statements.
  • Recognize the documentation requirements for preparation engagements, compilation engagements, and review engagements.
  • Recognize the elements that make up a compilation engagement and the elements that make up a review engagement.
  • Distinguish a compilation engagement from a preparation engagement.
  • Identify the performance requirements for a compilation engagement and the performance standards for a review engagement.
  • Recognize the effects of a change in level of service from an audit to a review.

Who should take this program?

  • CPA firm staff.

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $109.00

MNCPA members save $20.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $109.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Daryl Krause, CPA
Location Online
Area
of study
Accounting & audit
Field(s)
of study
Auditing - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor AICPA
NASBA ID#: 112891
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.