Step by Step: Preparing for Your Peer Review FLEXCAST
Available Until
Your Desk
3.0 Credits
Member Price $147.00
Non-Member Price $169.00
Overview
This course will cover the tough topic of preparing for your peer review. The thought of peer review is something which creates a sense of dread for most practitioners, but it doesn’t have to if you are properly prepared. In this course Jeff will take you Step by Step through the process of understanding and preparing for a successful peer review. Included will be significant discussion on “hot spot problem areas” which your peer reviewer will be looking for.
Highlights
Understanding the Requirements. Enrolling in the Program. Understanding the Process. Preparing Your Quality Control Document. Documenting your Monitoring. Scheduling Your Peer Review. Submitting Your Engagement List. Reviewing Your Documentation. Being Aware of the Problem Areas. Submitting Your Engagements. Experiencing Your Peer Review.
Prerequisites
None.
Designed For
CPAs, CFOs, controllers, financial professionals, and auditors.
Objectives
Describe the purpose and objective of peer review. Identify the two types of peer review. Describe the process for participating in peer review. Identify the problem areas in peer review. Apply proper documentation. Apply the requirements for a quality control document. Apply tips for a smooth peer review.
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 course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Jeff Sailor, Western CPE
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.
Non-Member Price $169.00
Member Price $147.00