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Centennial 2010
  • Location:


Level: Introductory
Competency: Assurance
Seminar Code: 01232
Format: Half-Day AM
CPD Hours: 3.5
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"

Register before Nov 27, 2017 and pay the early fee!
Date: Monday, Dec 11, 2017
Time: 8:30 AM-12:00 PM
Location: Days Inn & Suites West Edmonton
10010 - 179 A Street
Edmonton, Alberta
Meeting Room: Linden
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $290.00 - Early Member
$290.00 - Early Non-Member
$370.00 - Regular Member
$370.00 - Regular Non-Member
Seminar Description: Formerly Known As: Compilation Engagements

The objective of this seminar is to provide examples on different approaches to completing and documenting compilation engagements. The material covers the current standards for compilation engagements and explores some best practice approaches that are being applied by practitioners. Various scenario based exercises are included in the material to assist participants in developing their understanding of the relevant standards and common issues. The course also provides a forum for practitioners to discuss the difficulties they have experienced and solutions that have worked for them.

By the end of this course, participants will be able to:
• Identify the CPA handbook sections relevant to compilation engagements;
• Assess whether or not a compilation or an assurance engagement would be most appropriate for a particular client’s needs;
• Determine what is appropriate and what is not appropriate to disclose in compiled financial statements;
• Apply relevant CPA Code of Professional Conduce concepts such as association with false and misleading information and independence;
• Determine appropriate means of communication with compilation engagement clients; and assess what documentation is necessary to support a compilation engagement file.
Seminar Outline:
  • Overview of Compilation Engagements
  • Section 9100 and AuG-5
  • AASB Compilation Engagements Project
  • Engagement Acceptance, Independence
  • Income Tax Return Preparation
  • Compilation of a Financial Forecast or Projection
  • Communications
  • Engagement letters and other client correspondence
  • Notice to Reader Report
  • File documentation
  • Tools & resources
  • Retention of working paper files
  • Sample Compilation File
Pre-requisite: There are no prerequisites for this course.
Who Will Benefit: This course is designed for experienced practitioners, and senior professional staff responsible for reviewing compilation engagements, who would like an overview of the practical issues of completing and documenting compilation engagements.
Seminar Leader(s): MCKAY, Amy
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Edmonton Mar 16, 2018 08:30 am-12:00 pm MCKAY, Amy
View Details
Edmonton Jul 13, 2018 12:30 pm-04:00 pm DAHM, Patricia
View Details
Calgary Oct 31, 2018 08:30 am-12:00 pm DAHM, Patricia
View Details
Edmonton Nov 06, 2018 12:30 pm-04:00 pm BUCK, Greg
View Details
Can't make it to this session? See the other offerings of this seminar.

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