CHC Chapter Event: SSARS 21 - The Newest Thing in Compilation & Review | C1031215

Date :
December 3, 2015 8:00 AM - 11:00 AM
Location :
Channel Counties
Facility :
University Club of Santa Barbara
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Level of Difficulty :
CPE Credits :
CPE 3.00, AA 3.00
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The Accounting and Review Services Committee has recently issued SSARS #21, which dramatically changes the world of the practitioner providing services for nonpublic clients.  Now, in addition to compilations or reviews, the CPA has the option of performing an engagement to prepare financial statements, a nonattest service that does not require a report.  In addition, the reporting requirements for compilations and reviews have both changed.  In this program, Mark Dauberman will discuss the changes to the requirements for performing and reporting on compilation and review engagements, explain the new preparation engagement, and provide guidance on how to determine which engagement is most appropriate under the circumstances.
Cost:  Members/$40; Nonmembers/$50.
Register online today for this 3 hour CPE event.  


Participants will:
  • Learn to assist the CPA in identifying the most appropriate type of financial statement engagement to perform for a nonpublic client, which may be a preparation engagement, a compilation, or a review; 
  • Understand when a preparation engagement is appropriate, how it is to be performed, and how to complete the accountant's documentation to make certain that standards are complied with; 
  • Educate the CPA regarding modifications to the compilation and review reports and provide guidance as to when standard and modified reports are most appropriate.
  • Help the CPA understand the implications on the CPA's independence  when performing a preparation engagement for a client for which the CPA also performs compilations, reviews, or audits. 

Major Subjects:

SSARS 21; Compilation & Review

Advanced Prep:


Misc. Information:

A full breakfast buffet is included with registration. Breakfast/registration begins at 7:30 a.m. Cost: Members/$40; Nonmembers $50.  This event qualifies for 3 hours of CPE. 
Level of Difficulty:
Field of Interest:
Designed For:


Mark Edward Dauberman, CPA

Mark Dauberman provides CPE and technical staff training for CPA firms, private industry employers of accountants, and government organizations on topics that include accounting, compilation and review, fraud, internal and external auditing, developing internal controls, strategic planning, and practice management. He is also the senior editor for Roger CPA Review Course and authors CCH’s Knowledge-Based Compilations and Reviews.

Dauberman’s public accounting experience includes working with various local firms throughout high school and college, and employment with Kenneth Leventhal & Company. More recently, he was a partner at NSBN, a Beverly Hills CPA and business consulting firm. Dauberman’s industry experience includes serving as assistant controller of a large trucking and warehousing firm. He has been both a controller and the vice president of finance and administration for major real estate development companies. He also spent nearly 30 years as an entrepreneur, operating a business that prepared individuals for the CPA exam.

Dauberman taught his first university accounting class in 1969 and has been involved in accounting education since, most recently a visiting lecturer at California State University, San Bernardino. He obtained his bachelor’s degree in accounting from California State University, Northridge and his executive MBA at the Peter Drucker and Masatoshi Ito School of Management at Claremont Graduate University, where he previously had been a student of Dr. Drucker’s.

No Agenda or Materials posted.