$399.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Accounting
Event Date: May 21, 2026 11:50 am
Course Level
Intermediate
Format
Conference
Course Description
This focused course demystifies the foundational elements of Statements on Standards for Accounting and Review Services (SSARS) that govern preparation, compilation, and review engagements. Delve into the critical general principles that form the backbone of all SSARS engagements, with special emphasis on preparation engagement requirements. Industry veteran Jeff breaks down complex standards into practical guidelines, offering clear direction on how to implement SSARS provisions correctly in your practice. Through illustrative examples and interactive discussion, you’ll strengthen your understanding of when and how these principles apply to different client scenarios.
Learning Objectives
Identify the foundational principles and requirements within the Statements on Standards for Accounting and Review Services (SSARS). Explain the hierarchical structure of SSARS and its application to preparation, compilation, and review engagements. Recognize ethical considerations and professional responsibilities associated with SSARS engagements. Apply documentation requirements and compliance standards to preparation engagements.
Course Specifics
26CNewOrleans-Thu-C2
Familiarity with basic accounting engagements or previous experience in compilation, review, or preparation engagements is recommended
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …