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Preparation, Compilation and Review Engagements: Update and Review

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Hilton Garden Inn

2465 Grant Rd
Billings, MT 59102

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4.00 Credits

Member Price $150.00

Price will increase by $25 after 10/9

Non-Member Price $200.00

Price will increase by $25 after 10/9

Overview

BILLINGS CLUSTER CLASS

If you supervise preparation, compilation and review engagements, this course is designed to assist you in adhering to professional standards, informing you of the latest developments and pertinent issues relevant to these engagements. Gain insights into the U.S. business economy, peer review practices, FASB updates and various aspects that influence preparation, compilation and review engagements.

This course also has a VIRTUAL option. Please see 'MTCPA Webcasts' tab on the CPE page.

HOTEL
MTCPA has a room block at the Hilton Garden Inn Billings for 10/28-29/2025.  Please reference "Montana Society of CPAs CPE Cluster" when calling to book. 406-655-8800. Standard Room: $144 + tax. Rate available until 9/28/2025.

Highlights

  • Overview of preparation, compilation and review guidance
  • Accounting and reporting issues
  • Current practice issues
  • Common deficiencies in peer reviews
  • Current and future standard setting projects

Prerequisites

Experience with engagements performed in accordance with SSARS

Designed For

CPA firm seniors (and above) managing engagements performed in accordance with SSARS

Objectives

When you complete this course you will be able to . . .

  • Identify key economic factors and accountant's responsibility for fraud
  • Recognize recent SSARS, accounting and reporting developments
  • Identify the professional standards and risk factors relevant to the performance of preparation, compilation and review engagements, including engagements on pro forma and prospective financial information

Preparation

None

Leader(s):

Leader Bios

Bruce Shepard, AICPA

Bruce Shepard was most recently an assistant professor of accounting at George Fox University and an adjunct professor of accounting at the University of Oregon, prior to becoming an instructor for the AICPA in 2012. From 2006-2010, Mr. Shepard was the Chief Financial Officer of Las Vegas Gaming, Inc. in Las Vegas, Nevada, where he had full management responsibility for all financial affairs, daily business operations, administration and human resources. From 1985-2006, Mr. Shepard was in charge of the Middle Market Practice for PricewaterhouseCoopers, LLP in Portland, Oregon, where he served as an Assurance Partner from 1989-2006 focusing on providing proactive business advisory services to fast-growing companies. Bruce has many years of trusted business advisor experience around Portland, Oregon where he practiced for 33 years. In addition, Bruce has taught all of the accounting and auditing classes, fraud and forensics, pension auditing, SAARS, COSO, and governmental accounting and auditing classes for the AICPA for the last five years including being the lead instructor on GASB 68. Presently, Bruce is the author of the AICPA course, Audits of Banks and Other Financial Institutions. At PricewaterhouseCoopers, LLP, Mr. Shepard spearheaded over 100 acquisitions and divestitures by leading in the financial structuring of the transactions. He worked with clients to develop strategic plans for short-term and long-term growth. He assisted both start-up companies and beyond start-up companies with attaining their needed growth capital. Mr. Shepard wrote an article, Financing Entrepreneurs, in 1999 for the Oregon Society of Certified Public Accountants. Mr. Shepard was awarded “Beta Alpha Psi Professional of the Year” in 2006 for sustained involvement with the University of Oregon.

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Non-Member Price $200.00

Member Price $150.00