Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Course Description
Participants will learn how to apply CSRS 4200 end‑to‑end—acceptance and continuance, planning, performance, completion, and reporting—using practical tools, examples, and documentation templates. Participants will work through common scenarios (e.g., basis‑of‑accounting notes, third‑party considerations, withdrawal, and events after issuance) to strengthen quality, efficiency, and consistency across compilation engagements.
Topics include:
- Introduction to CSRS 4200 and “order of events” for a compilation engagement.
- Planning: scope, acceptance/continuance, independence & ethics, professional judgment, quality management, engagement letters, and file indexing.
- Performance: organizing the work, knowledge of the entity, basis‑of‑accounting note (examples/FAQs), reconciliations, and significant judgments.
- Reporting & completion: file completion, withdrawal, management acknowledgement, reporting elements, additional notes/letters, and events after issuance.
- Resources & implementation: PEG/PACT and other practitioner tools, education references, and firm‑level rollout tips.
NOTE: This course description has been revised and reflects updates for 2026. If you have any questions, please contact pdevents@cpaontario.ca.
Schedule
- March 23, 2027, 8:30 a.m. - 12:30 p.m.
- March 24, 2027, 8:30 a.m. - 12:30 p.m.
Key Takeaways
By the end of this course, participants should be able to:
- Explain the scope and core requirements of CSRS 4200 and map them to a firm’s compilation workflow.
- Perform acceptance and continuance procedures, agree engagement terms, and tailor the engagement letter and communications.
- Execute performance work: develop knowledge of the entity, organize work, prepare/review basis‑of‑accounting notes, and reconcile balances.
- Complete and report on compilation engagements, including management acknowledgements, additional inclusions, and illustrative reporting language.
- Address special situations—withdrawal, facts becoming known after issuance, and third‑party use—using clear documentation and decision aids.
Who Will Benefit
- New and experienced practitioners who perform compilation engagements and want practical, template‑driven implementation of CSRS 4200.
- Small and medium firm professionals seeking consistent quality, documentation, and communication practices.
Prerequisite(s)
- Experience with compilation or corporate year‑end files (recommended).
- Familiarity with the CPA Canada Handbook – Assurance structure and terminology (recommended).
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Stephen J. Hussey, CPA, CA received his CA designation in 1982 after graduating from Carleton University. He has been Finance Manager at Ontario Aboriginal Housing Support Services Corporation since 2010. Prior to this Stephen was a Senior Manager with KPMG working in Ottawa, Johannesburg (Accounting and Auditing Standards), Montreal and Sault Ste Marie. He was then a partner is the Sault Ste. Marie office of Grant Thornton. Stephen is also a Professor at Algoma University and an Adjunct Professor at the Lukenda School of Business - Lake Superior State University. At these universities he teaches Advanced Accounting. Stephen has also served on the Board of Directors for a number of not- for-profit organizations.