Step by Step: Agreed-Upon Procedures FLEXCAST
Available Until
Your Desk
2.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
Professionals may feel overwhelmed by the complexity and nuances of the new SSAE 19 standards for Agreed-Upon Procedures engagements. The lack of a practical framework can lead to uncertainty in applying these standards effectively. After completing this course, participants will emerge with a clear, step-by-step understanding of how to conduct AUPE engagements successfully. Jeff Sailor’s engaging and practical teaching approach bridges the gap between theory and practice, offering insights into the purpose of AUPE, various options for execution, and correct reporting techniques. Participants will also learn how to avoid common language pitfalls and ensure comprehensive documentation. The transformation involves moving from confusion to clarity, from uncertainty to confidence, ensuring that professionals are well-equipped to handle AUPE engagements in line with the latest standards.
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 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 $113.00
Member Price $98.00