CSRS 4200 - Compilation Engagements


Compilation engagements are changing!

Get all the information that you need to effectively and efficiently perform these engagements.

On demand, 3 hour(s)

$149 ($149)

4.42 (38)

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Course Description

Scoping - what is included in the new standard on compilation engagements CSRS 4200

Client acceptance - what needs to be considered and documented with new and continuing clients

Performing - what is involved in performing a compilation engagement including determining the basis of accounting,  understanding the entity and evaluating whether the compiled financial information is misleading.

Reporting - what is involved in the new report and what needs to be completed and documented before the compilation engagement report can be issued.

Course Walkthrough

  • Introduction to Compilation Engagements CSRS 4200
  • Scoping - Engagements covered under CSRS 4200
  • Case Studies: Scoping the engagement
  • Step 1 - Client Acceptance/Continuance
  • Case Studies: Client Acceptance
  • Step 2 - Compile the Information: Understanding the Entity
  • Case Studies - Understanding the Entity
  • Step 2 - Compile the Information: Basis of Accounting
  • Case Studies - Basis of Accounting
  • Step 2 - Compile the Information: Completion and Documentation
  • Case Studies - Completion and Documentation
  • Step 3 - Prepare the Report
  • Feedback / comments
  • Certificate: CSRS 4200 - Compilation Engagements
  • Slides - Compilation Engagements

About the Instructor(s)

Picture of Jennifer McCann
Jennifer McCann

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.