Understand the requirements and principles related to SSARS engagements and avoid common pitfalls.
In addition to introducing the preparation engagement and re-writing SSARS to codify and clarify the standards, SSARS 21 instituted many changes that affect the way practitioners evaluate, perform, and document engagements. Services that were previously considered part of a SSARS engagement have been separated and, unless new requirements are complied with, may impair the accountant’s independence and increase potential engagement-related liability.
This topic will provide an overview of the general requirements and principles related to SSARS engagements with an emphasis on common pitfalls and means of avoiding them. It will assist the practitioner in determining which engagement, bookkeeping, preparation, or compilation, is most appropriate under different circumstances and will provide practical tips on how to save time in performing SSARS engagements and developing systems that will prove useful for current and future engagements.
Learning Objectives
- You will be able to review recent pronouncements.
- You will be able to discuss engagements related to unaudited financial statements.
- You will be able to define general performance principles.
- You will be able to describe how to improve efficiency and effectiveness of SSARS engagements.
Credit
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Overview of Recent Pronouncements | |
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Understanding Engagements Related to Unaudited Financial Statements | |
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General Performance Principles | |
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Significant Issues Affecting Liability | |
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Improving Efficiency and Effectiveness of SSARS Engagements | |
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Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
CPE 2.0 including Accounting 2
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Accounting for 2.0 hours. Prerequisite: basic knowledge of general accounting. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for accountants, CPAs, controllers, CFOs, tax managers, tax preparers, finance directors, accounts payable professionals, and bookkeepers.
Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty

Mark E. Dauberman, CPA, EMBA
Mark Dauberman
- A consultant to CPA firms specializing in engagements for nonpublic entities and compliance with professional standards
- Has written and taught CPE courses related to financial accounting and SSARS engagements since the inception of SSARS in 1978
- Has written and taught courses for the California Society of CPAs, California State University and Los Angeles, and other organizations and teaches courses for the AICPA
- Until recently, he was the author of CCH’s authored “Knowledge Based Preparation, Compilation, and Review Engagements” and updated their checklists for SSARS engagements
- Also serves as an expert witness in the defense of accountants on matters related to compliance with standards, ethics, and engagement performance
Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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