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Step by Step: Agreed Upon Procedures - FLEXCAST

Available Until Wednesday, May 31

Your Desk

2.0 Credits

Member Price $98.00

Non-Member Price $113.00

Overview

Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the new requirements under SSAE 19 for Agreed-Upon Procedures engagements. AUPEs are a great tool for meeting your client’s needs without traditional reporting. They provide almost endless options for services with very little exposure. This is due to the fact that an AUPE has no conclusion or opinion. Instead, the users are left to form their own opinions as the practitioner simply reports the procedures performed and the findings. Jeff will walk you step by step through the entire process. In addition to the material, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

Highlights

Determining Engagement Acceptance. Agreeing Upon the Procedures. Performing the Procedures. Obtaining Written Agreement of Appropriateness. Presenting Findings. Obtaining Representations. Preparing the Report. Preparing Documentation.

Prerequisites

None.

Designed For

CPAs, CFOs, controllers, financial professionals, and auditors.

Objectives

Describe the purpose of an agreed-upon procedures engagement. Identify various options for AUPE. Apply the provisions for performing an AUPE. Identify language to be avoided when reporting. Apply proper documentation.

Preparation

None.

Notice

  • This is a FlexCast™ (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. 
  • You may take up to one year from the date of purchase to complete the course. 
  • Pause your FlexCast and resume at a convenient day during the hours above.  
  • Partial credit for 2+ credit courses: If you are unable to complete the program in one sitting, partial credit will be awarded (minimum of one credit). To earn the remaining credits, return at a later date to resume the program.
  •  Use chat to ask questions of a subject matter expert during the program. 

Leader(s):

Leader Bios

Jeff Sailor

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software.

Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights with humor in high-energy presentations. He’s also adept at presenting complex topics in a very practical, easy-to-understand manner, thus earning him rave reviews for more than 20 years. Jeff currently presents seminars, webcasts, and in-house instruction for Western CPE. He’s also a featured speaker at national conferences as well as at state and regional meetings.

For more than 10 years, Jeff has served as an AICPA peer reviewer, focusing on small firms and sole practitioners. He also served on the Resource Committee for the Private Company Financial Reporting Committee (PCFRC). Jeff has spoken at two NASBA national conferences on how to make education more engaging for practitioners.

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Non-Member Price $113.00

Member Price $98.00

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