Step by Step: Agreed-Upon Procedures

2 Credits: Accounting


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Step by Step: Agreed-Upon Procedures

Course Level
CPE Credits

2 Credits: Accounting

Course Description

Before attending Step by Step: Agreed-Upon Procedures, professionals may feel overwhelmed by the complexity and nuances of the new SSAE 19 standards for Agreed-Upon Procedures engagements. The lack of a practical framework can lead to uncertainty in applying these standards effectively.

After completing this course, participants will emerge with a clear, step-by-step understanding of how to conduct AUPE engagements successfully. Jeff Sailor’s engaging and practical teaching approach bridges the gap between theory and practice, offering insights into the purpose of AUPE, various options for execution, and correct reporting techniques. Participants will also learn how to avoid common language pitfalls and ensure comprehensive documentation. The transformation involves moving from confusion to clarity, from uncertainty to confidence, ensuring that professionals are well-equipped to handle AUPE engagements in line with the latest standards.

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Learning Objectives

Upon successful completion of this course, the participant should be able to:

  • Describe the purpose of an agreed-upon procedures engagement
  • Identify various options for AUPE
  • Apply the provisions for performing an AUPE
  • Identify language to be avoided when reporting
  • Apply proper documentation
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Course Specifics

Course ID
Revision Date
August 17, 2021


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

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

Jeff Sailor Headshot

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 …