March 26, 2024

Webinar

4 CPE

Webinar (CA): Preparing Financial Statements for Clients 2023

March 26, 2024
Webinar
4 CPE

Webinar (CA): Preparing Financial Statements for Clients 2023

  • View Bio

    Instructor

    Rich
    Ferdinand

    View Bio

    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.

  • Instructor

    Kenneth
    Garrett

This course offers a review of standards for preparation services, accountants' risks, and strategies to minimize risks. The goal of this course is to ensure that you have current knowledge and understanding of the AICPA’s professional standards for the preparation of financial statements and can apply them to reduce the risk of material misstatements, whether caused by fraud or error. It will also cover guidance in professional judgments to provide these services. Taken with the 4-hour course Small-Business Financial Statements (FRF), attendees will meet the 8-hour accounting CPE requirement for accountants who prepare financial statements but perform no audits, reviews or compilations.

Learning Objectives

• Identify AICPA's professional standards for preparations of financial statements
• Recognize ways to apply professional standards to reduce the risk of material misstatements, whether caused by fraud or error

Major Topics

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

CPE Credits Available

4 CPE
4
Accounting

Things to Know About This Course

Course Level

  • Overview

Prerequisites

None.

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

CPAs, accountants, and other financial professionals looking to expand and update their understanding and knowledge.

Provider

California CPA Education Foundation

This event has ended.