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Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Virtual

8.00 Credits

Member Price $309.00

Non-Member Price $459.00

Overview

You could pay $0 for this course!
Specifically tailored for practitioners who do not perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the material in practice.

Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-12974. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Highlights

Small and medium-sized business-related ASUs, including recent PCC activities Practice guidance on ASC 842, Leases Recently issued AICPA standards Engagement quality update

Designed For

Practitioners at all levels who provide non-audit and non-attest services to small and medium-sized businesses desiring to remain up-to-date on recent pronouncements and other standard setters’ activities and professional guidance

Objectives

Review recently issued accounting and non-audit attestation pronouncements, including PCC activities Identify best practices for ASC 842 Be aware of other important AICPA guidance affecting small and medium-sized business practitioners

Leader(s):

Leader Bios

Kerry Roberts

Kerry E. Roberts, CPA, is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry chairs the Tennessee Senate Committee for Government Operations, which oversees 260 governmental agencies in the state of Tennessee.

Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a “Big 8” accounting firm, and adjunct accounting faculty for Lipscomb University.

Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, a vintage motorcycle, two antique Triumph convertibles, and tending to a 155-year-old home.

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Non-Member Price $459.00

Member Price $309.00