Compilation and Review Update - New Formats, SSARS21

Instructor: Candace Leuck
Product ID: 704490
Training Level: Intermediate
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
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Recorded Link and Ref. material will be available in My CO Section

Training CD

One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

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Fax: +1-650-963-2556


Read Frequently Asked Questions

This training program leads to an understanding of the recently effective SSARS 21 which supersedes SSARS 19. It will provide insight for accountants in public practice and accountants in industry who will be engaged in compilation and review services with year ends after December 15, 2015.

"Compilation and Review Update - New Formats, SSARS21" - This course is approved by NASBA (National Association of State Boards of Accountancy). Attendees of Live Webinar are eligible for 1.8 CPE credit up on full completion of the course.

Why Should You Attend:

What has the AICPA’s Accounting and Review Services Committee been up to lately? What kind of changes are ahead for preparation, compilation, and review engagements? The Committee has rewritten guidance in regard to these engagements.

This webinar will analyze which preparation engagements now require SSARS 21 guidance as well as what has happened to the “management use only” compilation engagement. The course will also review numerous examples of the new format for compilation and review engagements.

Learning Objectives:

  • Understand general requirements for SSARS engagements
  • Learn details of new financial statement preparation engagement requirements
  • Review compilation and review engagement requirements
  • Discuss the elimination of “management use only” compilations
  • Understand new formats for compilation and reviewing reports
  • Compare and contrast preparation, compilation and review engagements

Areas Covered in the Webinar:

  • General requirements for all preparation, compilation and review engagements
  • Requirements for engagement letters
  • Requirements for understanding of the client, industry and environment
  • When SSARS does and does not apply to preparation engagements
  • Attest versus non attest engagements
  • Reporting requirements
  • Disclosure requirements

Who Will Benefit:

  • Accountants in Public Practice
  • Business Owners
  • Chief Financial Officers
  • Compliance Managers & Officers
  • Risk Managers and Officers
  • Controllers
  • Retail Businesses Owners
  • Lenders and Investors

Instructor Profile:

Candace Leuck began her professional career with Ernst & Young and has audit experience in various industries including manufacturers, automobile dealerships and securities brokers. She earned her Masters of Professional Accountancy from Clemson University and has held Certified Public Accountant designations in both South and North Carolina.

Ms. Leuck has been giving presentations, seminars, and webinars to audiences for over 30 years as well as teaching in university classrooms. She has been in consulting practice for the past ten years, specializing in new business formation, cash flow excellence, bankruptcy policy and proceedings and lean environment consultations.

In addition to her professional activities, she has served various philanthropic organizations; most recently on the Board of Directors of Girls Scouts, Cookie Project Honduras, Clemson Wesley Group and Clemson Club Sports.

We are registered with and adhere to the Statement on Standards for Continuing Professional Education programs of the National Registry of CPE Sponsors. Our registration number is 109066. Please check with the governing body of your license and state for specific CPE requirements. Grievances may be forwarded to the company at 650 620 3961. Grievances may also be forwarded to the National Registry of CPE Sponsors-NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, 615-880-4200,, e-mail

Field of Study Minutes CPE
Accounting 90 1.8
Total Duration - 900 Min Total Credits - 1.8

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