February 1, 2024

Webinar

8 CPE

Webinar (CA): Compilations and Reviews: Risks, Procedures and Fraud 2023

February 1, 2024
Webinar
8 CPE

Webinar (CA): Compilations and Reviews: Risks, Procedures and Fraud 2023

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    Instructor

    Rich
    Ferdinand

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    Rich Ferdinand, CPA, MBA

    Bio

    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.

Improve your proficiency in reducing the risk of material misstatements—whether caused by fraud or error. This course will deepen your understanding of the AICPA's professional standards for compilations and reviews. Through review questions and case studies, we'll probe the practical meaning of professional standards and address the professional judgments and considerations related to minimizing misstatements, legal exposure and peer review deficiencies.

Learning Objectives

• Identify potential problem areas concerning compliance with the standards for compilations and reviews
• Determine ways to apply professional standards to situations commonly encountered in public practice
• Recognize ways to minimize the risk of association with financial statements containing material misstatements, whether caused by fraud or error

Major Topics

• Fraud
• Misstatements
• Materiality
• Revenue recognition
• Related parties
• Going concern uncertainties
• Engagement letters
• Documentation and peer review considerations

CPE Credits Available

8 CPE
8
Accounting

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

Experience with compilations or reviews.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Partners, managers and accountants looking to expand and update their understanding and knowledge.

Provider

California CPA Education Foundation

This event has ended.