Compilation & Review

Live Seminar

Credit Hours: 8

By: Bill Leonard CPA, MAFF, CGMA

    Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

    Phone: 215-536-1040

    Event Description:

    Our 2017 compilation and review course is just the guide you need to understand and implement SSARS 21. Our small firm oriented manual walks your firm through all of the new rules and provides the SSARS-21 compliant engagement letters, report letters and statement disclaimers you need in a busy practice, and it is updated to include SSARS 22 and 23! Combine the letters with clear explanation and guidance of the nuances of the new preparation standard and the changes to the compilation rules and you will have a new understanding of what rules apply and what rules do not apply when working with clients for bookkeeping, and reporting needs for preparations, compilations and reviews.
    The review chapter includes the new report and engagement letters provided by SSARS 21 as well as guidance on analytical review, inquiry and new management representation letters.

    Sponsor Details

    State Sponsor: PSTAP-Lehigh Valley

    Phone: 215-536-1040

    Email: [email protected]

    Sponsor Details

    Sponsor: PSTAP-Lehigh Valley


    Attendee Requirements

    Call society/sponsor for location and hotel information as needed.

    All policies and registration and fees are established by society/sponsor.

    Dress warmly in layers as the room may be cool.

    Event Details
    Event Dates and Times

    TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

    Date:   August 17, 2017
    Time:   8:00 AM    Add to Outlook
    Event Location
    Breinigsville Holiday Inn
    Address: 7736 Adrienne Drive Breinigsville, PA 18031
    Contact Information
    Speaker Bio(s)
    Res bill square
    Bill Leonard CPA, MAFF, CGMA

    Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individual...

    Barbara Ann Soltysiak
    [email protected]


    Event Objective


    Upon completion of this course, you will be able to:

    • Summarize and apply the changes brought about by new regulations;
    • Avoid common errors found during the Peer Review process;
    • Make distinctions between the requirements for compilations, reviews, and audits;
    • Determine the appropriate course of action for subsequent events, departures from GAAP/OCBOA, changes in the level of engagement;
    • Prepare review reports that are compliant with the new SSARS 19 literature;
    • Perform all requirements necessary to produce a complete review engagement;
    • Prepare compliant Statements of Cash Flows;
    • Prepare compliant compilation and review reports;
    • And more.

    • Field of Study


      Event Level

      NASBA Category