ActionClass is a 4-week online training focused on providing you with the key tools, strategies, and frameworks to ensure you and your firm are expertly implementing and performing compilation engagements.
Pre-recorded videos will be made available each week to complete at your own pace.
Weekly live support calls will be used as a forum to ask your specific questions – either about the content presented or specific to your circumstances. These will take place over Zoom.
You aren’t alone. You will have the opportunity to connect with other like-minded professionals going through similar struggles, challenges and successes.
Get ready to implement the new compilation engagement standards. Learn about which engagements apply and what needs to be done before the standards become effective. You will leave this session with a greater understanding of the engagements impacted, how to have meaningful discussions with your clients about the changes and the steps to take before the effective date.
Not all engagements will require a compilation engagement to be performed. Others will need to meet specified criteria in order to be accepted. Learn about the inquiries that you will need to make, how to document the requirements and whether the client can and, more importantly, should be accepted or continued.
Although compilation engagements are still not providing assurance on accuracy or completeness, there are now required inquiries, including a knowledge of the business, that must be performed. Learn about the extent of work required and how to efficiently and effectively implement these new requirements.
Not only has the engagement itself changed but so has the reporting. Learn about the new report and the communications required with those charged with governance (and/or management).
*Firm Pricing - Would you like to have this bootcamp delivered just to your firm?
We have heard you! We now also offer customized programs delivered to the partners and staff of the same firm. This allows staff to freely discuss potential areas of concern.
Please contact for pricing.