Required Documentation for Compilation, Review, and Audit Engagements
Meeting SAS and SARS Guidelines Without Over-Auditing, Avoiding Peer Review Deficiencies
A live 110-minute CPE video webinar with interactive Q&A
This webinar will assist financial statement preparers with meeting the documentation requirements for audited, reviewed, and compiled financial statements. Our panel of financial reporting veterans will discuss the applicable documentation requirements for various types of engagements, explain how to avoid over-compliance, and point out common workpaper deficiencies.
Outline
- Documentation for audits, reviews, and compilations
- Required documentation
- Compilations
- Reviews
- Audits
- Applicable standards
- Avoiding overdocumenting
- Common deficiencies
- Workpaper retention
Benefits
The panel will review these and other critical issues:
- Meeting applicable standards for sufficient documentation
- Frequent documentation deficiencies cited in peer review findings
- Avoiding the tendency to overdocument in working papers
- The risks of using audit program software
Faculty
Meg Hampton, CPA, MAcc
Partner
Anglin Reichmann Armstrong
Ms. Hampton is a Manager in the Audit and Assurance Department. She attended the University of Alabama, where she... | Read More
Ms. Hampton is a Manager in the Audit and Assurance Department. She attended the University of Alabama, where she earned a Master of Accountancy in 2009 and a Bachelor of Science in Accounting, graduating cum laude in 2008. Ms. Hampton has over 12 years of experience in public accounting, providing audits, reviews, compilations, and preparations of financial statements to clients in various industries. She is certified as a Peer Review Captain and works with the peer review team to provide value to firms around the country. In addition to these services, Ms. Hampton has several years of experience in solutions and tax and provides support to clients in these areas. Her industry focus includes government contracting, employee benefit plans, construction, and not-for-profit agencies.
Close
Luke Kinzer, CPA, CFE, CGMA, MBA
Partner
Anglin Reichmann Armstrong
Mr. Kinzer is a Partner in the Audit and Assurance Department at Anglin Reichmann Armstrong, with nearly two decades of... | Read More
Mr. Kinzer is a Partner in the Audit and Assurance Department at Anglin Reichmann Armstrong, with nearly two decades of expertise in public accounting. He began his career at Anglin as a staff accountant after earning his Bachelor of Science in Accounting from Auburn University in 2006. Over the years, Mr. Kinzer has held various positions in both the tax and audit groups as the firm expanded, and he now serves as Department Head of the Audit and Assurance Group, overseeing its day-to-day operations. He is also heavily involved in firm-wide leadership through his role on several key management and industry niche committees.
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CPE processing must be ordered prior to the event.
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Early Discount (through 02/07/25)
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CPE On-Demand