This course is part of the Las Vegas, NV – December 2025 Conference. Click the link below to view the conference page.
$399.00
Availability: 32 in stock
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: December 9, 2025 11:30 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.
The session explores:
• The hierarchical structure of SSARS and how general principles influence specific engagement types
• Ethical considerations unique to SSARS engagements
• Documentation requirements and common implementation challenges
• Practical approaches to preparation engagements that ensure compliance
• Risk management strategies to protect both practitioners and clients
Designed for: Public accounting professionals who perform or supervise preparation, compilation, and review engagements. Especially valuable for practitioners looking to refine their SSARS methodology or those seeking clarity on preparation engagement requirements.
Learning Objectives
Course Specifics
25CLasVegasDec-LE424716
Familiarity with basic accounting engagements or previous experience in compilation, review, or preparation engagements is recommended
None
Compliance Information
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
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
Jennifer F. Louis, CPA has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis. Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years. Prior to that, Jennifer was Executive Vice President/Director of …