Peer Review Update | 4193557A

Date :
July 11, 2019 10:00 AM - 12:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Boardroom - Burlingame
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Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00, AA 2.00
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Review recent changes to peer review guidance, resources and other related developments, as peer review is undergoing significant changes.

This course, which qualifies for the ongoing Team/Review Captain training requirement, will cover recent changes to peer review guidance, peer review resources and other related developments. Peer review is undergoing significant changes as a result of several key initiatives and it is imperative team and review captains stay current.


  • Analyze the impact of the enhancing audit quality initiatives on the peer reviews you perform
  • Identify the recently approved changes to guidance included within the Peer Review Program Manual
  • Differentiate between the various types of findings from the enhanced oversight process.

Major Subjects:

  • Recently Adopted Peer Review Guidance Changes
  • Updates from the Enhanced Oversight Program
  • The Identification of Non-Conforming Engagements
  • Evaluating Firm Remediation in Response to Non-Conforming Engagements

Advanced Prep:


Misc. Information:

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Level of Difficulty:
Field of Interest:

Having completed the initial training requirements for team or review captains.

Designed For:

Accountants and financial professionals.


Marcia Jackson Hein, CPA

Marcia J. Hein, CPA has over 20 years of experience in accounting and auditing with a special emphasis in SEC reporting for small registrants. In addition, Hein is a peer reviewer, a former member of the SECPS Peer Review Committee and California’s Peer Review Committee, and a current member of Colorado’s Peer Review Committee. Since moving to Fort Collins, Colorado her practice consists of small business clients, plus consultations with other CPA firms regarding accounting matters and pre-issuance reviews of financial statements.


  • Materials - Hardcopy Textbook
  • Materials - ebook