Preparing Financial Statements for Clients Webcast | 4193297C

Date :
September 11, 2019 12:30 PM - 4:00 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Overview
Member Price :
150.00
Nonmember Price :
201.00
CPE Credits :
CPE 4.00, AA 4.00
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This course reviews standards for preparation services. Address the risks faced by accountants who provide these services and what it takes to minimize those risks.

Also, receive guidance for the professional judgments that accountants must make when providing these services.

This course, taken with another 4-unit course, is an ideal way to meet the 8-unit accounting CPE requirement for accountants who prepare financial statements, but perform no compilations, reviews or audits. Small-Business Financial Statements (FRF) can provide the other four CPE units.   Start-up and Small Business Financial Statements: Issues and Fraud (SSFR) is a companion course designed to meet the 4-unit fraud requirement, but also qualifies as accounting CPE.

Materials are provided as an ebook for this course.

Objectives:

The goal of this course is to ensure that you have a current knowledge and understanding of the AICPA’s professional standards for preparations of financial statements and are able to apply them to reduce the risk of material misstatements whether caused by fraud or error.

Major Subjects:

  • Misstatements
  • Materiality
  • Related parties
  • Going concern uncertainties
  • Client acceptance and continuation
  • Engagement letters
  • Prospective financial statements
  • Documentation

Advanced Prep:

None.

Misc. Information:

This course will adjourn at 4 p.m.

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Level of Difficulty:
Overview
Field of Interest:
Accounting
Prerequisites:

None.

Designed For:

Accountants and financial professionals.

Instructors

Richard Alan Ferdinand, CPA
Rich Ferdinand specializes in providing financial and general management services to the small and medium sized business market (SMBs). Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance. He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation's Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs. Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of NJ, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago. He currently resides in New Hampshire with his wife and two daughters.
No Agenda or Materials posted.