Compilations, Review & Preparations: Annual Update

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Specifically designed for preparation, compilation, and review practitioners and their staff, this course is a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification, as well as the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, and other areas relevant to SSARS No. 21 engagements. This course also provides examples and illustrations to help you effectively perform these types of engagements.


Experience in performing and managing compilation, preparation, and review engagements


  • Understand, apply SSARS No. 21, Clarification and Recodification Be familiar with changes to the issuance of SSARS Nos. 22 & 23 Be familiar with compilation and review program examples and disclosure illustrations Identify and apply compilation, preparation, and review procedures Utilize hands-on examples and illustrations to increase your overall understanding and application of the material


  • SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information Sample comprehensive engagement work programs for preparation, compilation and review engagements Designing and performing procedures to specifically meet each engagement objective Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters Quality issues related to SSARS No. 21 engagements * Current ARSC agenda items and projects

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


8 CPE Credits
Auditing: 8 Credits


Member Price:
Non-member Price:
    Register by November 30th for Early Bird Pricing.

    Registration is open through 12/13.

    Friday, December 14th

    9:00am to 5:00pm
    (Check-In 8:30am)

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    Gratzer Education Center

    1735 Alliant Ave.
    Louisville, KY 40299

    Map and Directions


    Thomas Newell