CPE Course Compilation and Review Practice Guide

November 10, 2022

8:45AM — 12:15PM


Member Price $129.50Register after October 20 and pay $139.50
Non-member Price $179.50Register after October 20 and pay $189.50

Curriculum Auditing

Field of Interest Accounting and Auditing

Level Beginning

Designed For

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


Participants will be able to:

  • Identify the performance requirements in the SSARS standards
  • Effectively perform compilation, review, and preparation engagements utilizing the mostrecent guidance in effect.
  • Efficiently document compilations and reviews
  • Identify best practices when performing compilation and review engagements
  • Address special purpose frameworks when performing compilation and reviewengagements


  • SSARS standards
  • Compilation performance requirements
  • Review performance requirements
  • How to document and perform compilations and reviews
  • Special purpose frameworks financial statements
  • Legal liability concerns and issues
  • How to perform and document analytical procedures appropriately, includingdeveloping expectations
  • Independence and AICPA Code of Professional Conduct
  • Non-attest services
  • Common issues raised in peer reviews





Kaplan Financial Institute

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