67889  |  Vendor Webcasts  |  August 12

Surgent's Preparation and Compilation Engagements Under the SSARS

Friday, August 12, 2022 8:00am - 11:30am

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Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.


Coming soon!


Designed For

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


Coming soon!

This event is currently not available for registration. If you have any questions, please give us a call at 405-841-3800 or email us at cpe@oscpa.com.


Richard Daisley

Rich Daisley, CPA, Rich is an CPA and has over 25 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses. He was an assurance manager with PwC, spending time in both the assurance practice as well as with PwC's Capital Markets and Accounting Advisory Services group, where he advised clients on the implementation of new accounting pronouncements as well as on issues related to public offerings. He also worked in PECO Energy's Merger and Acquisition group, where he performed financial due diligence that supported PECO's acquisition activity in the energy sector. He has experience in the manufacturing, health care, energy and pharmaceutical industries. Rich also has over ten years of experience as a course developer and facilitator, creating and leading training courses on such topics as revenue recognition, stock based compensation, equity instruments and performing integrated audits under the Sarbanes-Oxley legislation. He also designed and delivered courses on instructor development and facilitation skills to senior PwC internal course instructors.

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