Skip to main content

Annual Update and Practice Issues for Preparation, Compilation


(Check-In 7:30am)

Add to Calendar

Hilton Garden Inn

3720 N Reserve St
Missoula, MT 59808

Get Directions

8.00 Credits

Member Price $250.00

Price will increase by $50 after 8/2

Non-Member Price $300.00

Price will increase by $50 after 8/2


All materials will be electronic only

A go-to reference for training staff and managing your preparation, compilation, 
and review engagements, this course will enable you to be in compliance with all 
of the professional standards surrounding engagements performed in accordance 
with Statements on Standards for Accounting and Review Services (SSARSs). A 
practice-oriented review of the latest developments, cases, and lively discussion 
among the experienced participants make this class informative and practical.


• 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
• International reporting issues in SSARS engagements
• Special Purpose Framework financial statement issues
• Case studies
• Latest developments


    Experience with engagements performed in accordance with SSARSs

    Designed For

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


    Identify the professional standards and risk factors relevant to the 
    planning and performance of preparation, compilation, and review 
    engagements, including engagements on pro forma and prospective 
    financial information.

    Identify responses to preparation, compilation, and review engagement 
    practice issues that comply with all applicable professional standards


    Leader Bios

    Bruce Shepard

    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.

    Return to Top

    Non-Member Price $300.00

    Member Price $250.00