Preparation, Compilations and Reviews-A Practical Workshop WEBCAST

Wednesday, December 16 8:30am - 4:30pm PST

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8 Credits

Member Price $295.00

Non-Member Price $395.00

Overview

Participants will review the SSARS preparation, compilation and review rules, followed by a general overview of engagements. This interactive workshop designed for practitioners in small and medium-sized CPA firms will include lecture with generous time for questions and case studies to reinforce the concepts. This will make the rules clear to the participants and assist in practical implementation. Online participants are encouraged to call in with questions.

Highlights

Preparation, Compilations and Reviews

Prerequisites

None

Designed For

Small to mid-size CPA firms.

Objectives

Write reports and letters. Practice fraud prevention. Demonstrate OCBOA vs. GAAP financials for your client. Employ alternatives to standard reporting services. Develop checklists to use for preparations and compilations. Judge how to analyze “going concern.” Discuss practical ideas and ways to implement relevant changes in the firm. Identify and implement keys to profitable engagements. Apply the SSARS rules.

Preparation

None.

Notice

None

Leader(s):

Leaders

Mark Willie

Mark F. Wille earned his CPA in 1977 while employed by Arthur Andersen & Co. as an audit and tax accountant.  He later joined one of the largest Southern California commercial real estate brokerage firms as vice president of finance.

In the mid 80’s, Mr. Wille started a private practice specializing in small business and real estate, providing professional services in financial, accounting and tax-related areas.  He also worked on large public company purchases of small businesses.

Mr. Wille is a CPA firm peer reviewer for the American Institute of CPAs.  He is the former chair of the California State Accounting Principles and Auditing Standards Committee and a current member.  He is the former chair of the Audit Oversight Committee for the County of Orange, the sixth largest county in the United States.  Mr. Wille teaches continuing education courses for CPA’s. He has taught college business courses and frequently lectures to business and civic groups.  On the personal side, he is an Eagle Scout and is active with the Orange County Boy Scout Council and served on a National Committee of the Boy Scouts of America.  He has earned a master’s degree in theology from Fuller Theological Seminary.

His Newport Beach practice consists mainly of small business clients where he provides substantial strategic planning and financial coaching. Mark consults with CPAs regarding various accounting and auditing matters, provides practice management, peer review, and performs peer review inspections.  He assists CPAs in the sale of their practices.

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Non-Member Price $395.00

Member Price $295.00