Dates and location
Hours
Dates and location
Hours
Description
Agreed-upon procedures engagements are a good tool to meet your client's needs. There are times where an assurance engagement does not meet the requirements of the users needs or does not make sense in the circumstances. An agreed-upon procedures engagement can be performed on both financial and non-financial subject matters.
This verifiable CDP course will help practitioners to understand unique aspects of an agreed-upon procedures engagement including determining procedures that are objective and not subject to interpretation. Unlike an assurance engagement where the practitioner determines the appropriate procedures, the engaging party and the practitioner determines the procedures which result in factual findings. This session walks through real-life examples of agreed-upon procedures to help better meets the needs of clients.
Through illustrative examples, guidance on practical application and exploration of the standard, you will strengthen your ability to develop agreed-upon procedures, and report findings and exceptions.
KEY TAKEAWAYS:
By the end of this course, participants will be able to:
- Appreciate the requirements of CSRS 4400
- Understand client acceptance or continuance matters including independence considerations
- Establish appropriate terminology of procedures to be performed
- Determine when the use of an expert may be required
- Understand the requirements of the engagement letter
- Report findings and understand how exceptions are identified
- Prepare the AUP report
WHO WILL BENEFIT:
This course is intended for practitioners at all levels.
DISCLAIMER
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course is for general information purposes only. CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
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How to Access The Course
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
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To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Kirsten S. Albo, FCPA, FCA, ICD.D is the Founder of ASK KSA Consulting Inc. providing consulting and advisory services to small and mid-sized firms to help them conduct effective and efficient engagements and meet the requirements of being in public practice. Areas of practice include cyclical file inspections, external monitoring activities, file efficiency reviews and engagement quality reviews. Delivering professional development courses is a key component of her business as she develops and delivers specialized in-house training courses for the multitude of firms with whom she works.