CPE Course Compilation and Review Practice Guide

November 3, 2017

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after October 13 and pay $279.00
Non-member Price $359.00Register after October 13 and pay $379.00

Curriculum Accounting & Audit

Field of Interest Auditing, Audit, Compilation, and Review, Accounting and Auditing

Level Intermediate

Designed For

Practitioners who perform compilation and review engagements for non-public entities.

8.00 credits

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Compilation and review issues have dominated the profession during the past few years, and the codification of SSARS 21 in AR Sections 60, 70, 80, and 90. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with SSARS 21, while applying best practices for both efficiency and effectiveness.

Participants will be able to:
• Identify the performance requirements in the SSARS standards based on SSARS 21
• Effectively perform compilation and review engagements utilizing the guidance in AR Sections 60, 80, and 90 of SSARS 21
• Effectively perform preparation engagements utilizing the guidance in AR Section 70 of SSARS 21
• Efficiently document compilations and reviews following the documentation guidance in AR Sections 80 and 90 in SSARS 21
• Identify best practices when performing compilation and review engagements
• Address special purpose frameworks when performing compilation and review engagements


• SSARS Clarity Project
• Preparation of financial statements
• AR Sections 60, 70, 80, and 90
• Compilation performance requirements
• Review performance requirements
• How to document and perform compilations and reviews
• Special purpose frameworks financial statements—what they are and when they can be used
• Legal liability concerns and issues
• How to perform and document analytical procedures appropriately, including developing expectations
• Independence
• Non-attest services
• Common issues raised in peer reviews


Howard Sibelman, CPA, MBT

Howard Sibelman, CPA, MBT, licensed as a CPA in California, is a discussion leader for Loscalzo Institute, a Kaplan company. Most recently, as the former Education Director and Director of Subscriber Services for Crowe Horwath International, an international network of 140 accounting firms, Howard provided leadership on audit methodology, the CaseWare CH International Audit Template, training initiatives, and accounting and auditing technical support to the CH International Subscriber Group.Immediately prior to joining CH International, Howard was a Business Assurance Partner at Moss Adams, the 11th largest accounting firm in the U.S. At Moss Adams, he was a member of the firm’s International Services Group, IFRS Core Training Group, and Quality Control Coordinator for the Los Angeles office.Howard recently served as Chairman of the state of California’s Accounting Principles and Assurance Standards Committee. He has extensive experience in accounting, auditing and consulting to middle-market companies.An integral part of Howard’s background is education. During his 45+ year career as an auditor (30+ years as an audit partner), he was National CPE Director for a national CPA firm, an instructor at USC, on the faculty of two of the largest CPA review courses, and has authored and facilitated numerous firm and CPA Society education programs.Howard received his Bachelor of Science in Economics (major in accounting) cum laude from Brooklyn College and his Master of Business Taxation from the University of Southern California (USC). Howard was also a founding member of the AICPA Employee Benefit Plans Quality Center Executive Committee.close


Basic familiarity with SSARS standards


Loscalzo Associates, Ltd.

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