Webinar: Compilation Standards are Changing!
The AASB has issued an exposure draft on Compilation Engagements.
CSRS 4400 - Compilation Engagements will likely significantly change how practitioners in Canada perform review engagements.
This is a recording of a live webinar where Stuart Hartley, FCPA, FCA and Jennifer McCann, CPA, CA discuss ...
On demand, 1 hour(s)
About the Instructor(s)
Stuart Hartley is the founder and president of FocusROI Inc., a specialized consulting firm that provides business writing, training, advisory services and quality control monitoring.
Stuart is a chartered accountant in the United Kingdom and a chartered professional accountant in Canada, and he has also worked in the United States. Prior to creating FocusROI, he was a senior audit partner at BDO. During that time, he was the national director of accounting and auditing and a member of CPA Canada's Auditing Standards Committee. He helped develop BDO's international audit methodology and has trained extensively on auditing practice and CaseWare implementation around the world. Before BDO, he spent two years on executive interchange with the office of the Auditor General of Canada, where he developed methodology for performing value-for-money assignments and performed comprehensive audits.
Stuart is the primary author of the Professional Engagement Guide (PEG) which is published annually by CPA Canada. Before that he authored the Canadian Professional Engagement Manual (C-PEM) and the Professional Engagement Manual (PEM) for over 20 years. In addition, Stuart is the author of:
- the Quality Assurance Manual (QAM), published by CPA Canada.
- the Guide to Using International Standards on Auditing in the Audits of Small- and Medium-Sized Entities; published by the International Federation of Accountants
- the Guide to Review Engagements, published by the International Federation of Accountants.
- a Risk Management Primer for Directors of Not-for-Profit Organizations and the Risk Management Toolkit for Not-for-Profit Executives, both published by the Canadian Society of Association Executives.
Stuart also publishes articles and is a popular instructor of professional training courses.
Jennifer McCann is the vice-president of FocusROI Inc. and CEO of FocusCPD Inc. With over 20 years of experience, Jennifer assists accounting firms with the effective and efficient application of accounting and assurance standards, the maintenance of quality control systems, and the creation and development of relevant training programs.
Prior to joining FocusROI, Jennifer was a senior manager at EY, working in the private mid-market practice of the National Professional Practice Group. There she consulted partners and staff on various accounting and assurance matters, performed quality reviews, and delivered partner and staff training. She has held senior management positions at other mid-sized and national accounting firms where, in addition to managing client engagements, she developed audit templates, programmed audit automation software, led the staff training initiatives and performed quality control procedures.
Jennifer is currently serving as a member of the International Auditing and Assurance Standards Board (IAASB) Data Analytics Project Advisory Panel and is also an active program instructor for the Chartered Professional Accountants of Ontario.