203  |  In Person Training  |  Basic  |  Scheduled

Preparation and Compilation Engagements Under SSARS

Tuesday, June 25, 2019 1:00pm - 4:30pm

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Be the go-to person on compilation and financial statement preparation engagements. Learn the ins and outs of relevant sections of SSARS No. 21, Clarification and Recodification, the most significant change to the SSARS since their inception more than 30 years ago. This course will bring you up-to-date on SSARSs requirements and guidance as it relates to preparation and compilation engagements. More importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform those engagements. Plus, the course will cover new guidance relevant to compilation and preparation engagements which was introduced by SSARS No. 22, Compilation of Pro Forma Financial Information, SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services - 2016 and SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018.


  • Understand and apply relevant sections of SSARS No. 21, Clarification and Recodification.
  • Be familiar with guidance impacting compilation and preparation engagements which is contained in SSARS Nos. 22, 23 and 24.
  • Be familiar with preparation and compilation work program examples.
  • Be aware of the most recent reports and other required communications.
  • Keep abreast of relevant ARSC agenda items and projects.
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material.


Designed For

Accounting practitioners and their staff performing and managing preparation and compilation engagement services


  • Relevant sections of SSARS No. 21, Clarification and Recodification
  • Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24
  • Comprehensive sample engagement work programs for preparation and compilation engagements
  • Prescribed form, specified line item, pro forma and other engagement variations
  • Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
  • SSARS No. 21 implementation issues and peer review feedback

Your Price: $200.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended June 4, 2019.

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Robert Wells

Robert W. Wells, CPA, CFE has over 40 years of experience in public accounting and annually instructs numerous continuing education seminars and in-firm training classes for continuing education providers in the areas of accounting, auditing, fraud, and taxation.

Wells began his career in public accounting in 1970 with the national firm of what was then Touché, Ross & Co. in Nashville, Tennessee. In 1974, he joined a local firm in Nashville and provided accounting, auditing, fraud investigations, and tax services to small- and medium-sized businesses as well as extensive tax services to individuals.

Wells graduated from Austin Peay State University in Clarksville, Tennessee in 1970 with a Bachelor of Science degree in Accounting and Economics. He holds a Certified Public Accountant certificate in Tennessee, and is also a Certified Fraud Examiner.

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