Preparation and Compilation Engagements Under the SSARS WEBCAST

Wednesday, December 16 8:00am - 11:30am PST

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4 Credits

Member Price $155.00

Non-Member Price $205.00


Be the go-to person on comilation and financial statement preparation engagements. Specifically designed for preparation and compilation practitioners and their staff, this course will provide you with a hands-on application for performating 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. Plus, the course will cover new guidance relevant to compilation and preparation engagements which was introduced by SSARS No. 22, Compilation of Pro Forma Financial Information, SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services - 2016 and SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 and recent proposed changes to the SSARS guidance in order to conform with relevant international standards.


Relevant sections of SSARS No. 21, Clarification and Recodification, Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24, Proposed changes to the SSARS guidance, 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, SSARS no. 21 implementation issues and peer review feedback


Experience in performing and managing preparation and compilation engagements


Understand and apply relevant sections of SSARS No. 21, Clarification and Recodification, Be familiar with guidance impacting preparation and compilation engagements which is contained in SSARS Nos. 22, 23 and 24, 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







Marty Van Wagoner

Child, Van Wagoner & Bradshaw, PLLC / Salt Lake City, UT

Marty Van Wagoner is a partner at Child, Van Wagoner & Bradshaw, PLLC, (CVB) a firm specializing in national and international SEC clients, subsidized housing entities and taxes. He earned a BA in accounting and an MBA at the University of Utah, after which he went directly to work for KPMG. In his ten years at KPMG he specialized in the audits of manufacturing companies. After KPMG, he worked about a year and a half at placement agencies and then formed his own CPA firm.

During that time Marty did contract work quite consistently with the same individuals; it was decided they formally join forces to create (CVB). His emphasis at CVB is the audit of SEC filing companies with an emphasis on international businesses.

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Non-Member Price $205.00

Member Price $155.00