December 30, 2025

Live Webcast

NYSED 8

Compilations, Reviews, and Preparations: Engagement Performance and Annual Update Webcast

December 30, 2025
Live Webcast
NYSED 8

  • Instructor

    Kerry
    Roberts

  • SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services
  • SSARS No. 22, Compilation of Pro Forma Financial Information
  • SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -
  • 2018
  • SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions
  • SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services
  • Sample comprehensive engagement work programs for preparation, compilation and review engagements
  • Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations
  • Other communication requirements, such as sample engagement letters and management representation letters

Learning Objectives

  • Understand, apply SSARS No. 21, Clarification and Recodification
  • Be familiar with changes due to the issuance of SSARS Nos. 22-26
  • Be familiar with compilation and review program examples and disclosure illustrations
  • Identify and apply compilation, preparation, and review procedures
  • Be aware of the most recent compilation and review reports and other communications
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Major Topics

  • SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services
  • SSARS No. 22, Compilation of Pro Forma Financial Information
  • SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -
  • 2018
  • SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions
  • SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services
  • Sample comprehensive engagement work programs for preparation, compilation and review engagements
  • Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations
  • Other communication requirements, such as sample engagement letters and management representation letters

CPE Credits Available

NYSED 8
8
Auditing (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Auditing (NYSED)

Prerequisites

Experience in performing and managing compilation, preparation, and review engagements

Advanced Preparation

Experience in performing and managing compilation, preparation, and review engagements

Intended Audience

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

Provider

Surgent McCoy CPE LLC

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