CPE Course Guide to SSARS No. 21 Preparation of Financial Statement and Compilation Engagements

May 18, 2017

8:30am — 12:15pm

Location Manchester

Member Price $129.50
Non-member Price $179.50

Curriculum Accounting & Audit

Field of Interest

Level Intermediate

Designed For

Accounting practitioners and their staff performing and managing preparation and compilation engagement services

4.00 credits

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Be the go-to person on compilation and financial statement preparation engagements. Specifically designed for preparation and compilation practitioners and their staff, this course will provide you with hands-on application for performing preparation and compilation engagements. You will learn the ins and outs of relevant sections of SSARS No. 21, Clarification and Recodification, the most significant change to the SSARS since their inception over thirty years ago. This course will bring you up to date on SSARSs requirements and guidance as it relates to preparation and compilation engagements. More importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform those engagements.

• Understand and apply relevant sections of SSARS No. 21, Clarification and Recodification
• Be familiar with preparation and compilation work program examples
• Be aware of the most recent reports and other required communications
• Keep abreast of relevant ARSC agenda items and projects
• Utilize hands-on examples and illustrations to increase your overall understanding and application of the material


• Relevant sections of SSARS No. 21, Clarification and Recodification
• Comprehensive sample engagement work programs for preparation and compilation engagements
• Prescribed form, specified line item, pro forma, and other engagement variations
• Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
• Other current relevant ARSC agenda items and projects


Jeffrey Lieman CPA

Jeff Lieman is currently a Chief Examiner for the Maryland Insurance Administration where he is responsible for solvency examination of Maryland Domestic Insurance companies and concurrently heads his own local consulting firm in Owings Mills, MD. Jeff's previous experience has included serving as a Director for Ellin & Tucker, Chartered where he developed two new niche areas for the firm and supervised numerous audit service engagements. Jeff trained staff in many areas of accounting, administration and consulting and provided training services on a national level to other organizations. He reviewed numerous accounting systems and assisted in the selection and implementation of automated systems, helped develop policies and procedures for technology usage, work paper development, administrative procedures and other office policies, and also provided Peer Review Services (SEC section). Jeff also served as a Senior Manager with KPMG/Baltimore. At KPMG he maintained client relations, marketed audit, tax and consulting services, and managed audit related services for publicly traded and privately held entities. His clients included real estate ventures, printing and publishing companies, electronic manufacturers, wholesale distributors, retail stores, financial institutions, construction contractors, Governmental units, and various nonprofit organizations. Mr. Lieman has been a national trainer for KPMG where he developed training materials for staff and instructors and is recognized nationally as a lecturer for various technology and accounting topics and has been quoted in various trade journals. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.close


Experience in performing and managing preparation and compilation engagements


Surgent McCoy CPE, LLC

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