Not Found
Live Webcast Replay

ACPEN Signature: 2020 Financial Statement Preparation, Compilation & Review Update




This course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth examination of the SSARS and will provide practice tips that will assist you in performing profitable standard compliant engagements.

Basic Course Information

Learning Objectives
  • Explain the requirements of the SSARS.
  • Review common peer review findings and SSARS application issues.
  • Share best practices for preparation, compilation and review engagements.

Major Subjects
  • Preparation Engagements
  • Compilation Engagements
  • Review Engagements

Course Materials


Laura A. Billingsley, CPA, MS Acc, MEd Related seminars and products: 3

Laura A. Billingsley, CPA, MS Acc, MEd, is an executive editor of PPC products for the Tax & Accounting business of Thomson Reuters in Carrollton, Texas, where she is responsible for the technical content and annual update of several PPC products. She is a coauthor of PPC’s Guide to SSARS Preparation Engagements, PPC’s Guide to PCAOB Audits, PPC’s Guide to Religious Organizations, PPC’s Practice Aids for Audits of Oil and Gas Entities, and PPC’s Guide to Fraud Risk Assessments; and a contributing author to PPC’s Guide to Compilation and Review Engagements, PPC’s Guide to Managing an Accounting Practice, PPC’s Guide to Write-up Services, PPC’s Guide to GAAS, PPC’s Guide to Audits of Financial Institutions, PPC’s Guide to Dealerships, and The PPC Accounting and Auditing Update newsletter. She has been an observer at the AICPA Accounting and Review Services Committee meetings for over 17 years. Before joining Thomson Reuters, she was a senior audit manager at PricewaterhouseCoopers LLP, where she managed attest, business assurance, and consulting engagements for both small business and public company clients. Ms. Billingsley is a member of the American Institute of Certified Public Accountants. 

James A. Smith, CPA, CGMA Related seminars and products: 4

Managing Director

Smith, Jackson, Boyer & Bovard, PLLC

JAMES A. SMITH, CPA, CGMA serves as Managing Director of Smith, Jackson, Boyer & Bovard, PLLC, a Dallas based, full service Certified Public Accounting firm. Mr. Smith began his career with a major international accounting firm where he served in both the audit and tax divisions. In his thirty-eight years of professional experience, he has performed audit engagements in real estate development and construction, investment partnerships, manufacturing, utilities, health care and transportation. He has worked with companies ranging in size from large, multinational corporations to small, closely held companies. He has also been engaged extensively in tax and financial planning consultations for closely held corporations and their owners.

Mr. Smith has appeared as a featured commentator on all four Dallas/Ft. Worth network news stations, including three and one-half years as a featured business commentator on KXAS, TV5; on the TSCPA “CPAs on Call” state wide tax television program; and on various radio news programs. He has conducted seminars on tax and financial planning for the Dallas Chapter of the TSCPA and stock brokerage firms and life insurance companies, and on marketing and practice management for the TSCPA, the North Carolina Association of CPAs, the Arkansas Society of CPAs, the Pennsylvania Institute of CPAs, and the American Institute of CPAs.

Mr. Smith served as Chair of the Texas Society of CPAs (TSCPA)for the 2007-2008 year, as Treasurer and as a member of its Executive Board and its Board of Directors. He is currently serving a three year term as an elected member of the American Institute of CPAs (AICPA) Council and is an appointed member of the AICPA Accounting and Review Services Committee. He has also served the TSCPA as an elected member or its Executive Board, as Chairman of the External Relations Steering Committee, the Strategic Planning Committee, the Management of Accounting Practice Future Issues Committee, Sub-Committee Chairman of the Quality Review Committee, and Chairman of the Public Practice Association. He has served as Chairman of the Dallas Chapter of the TSCPA for the 2002-2003 year and a member of its Board of Directors. He has also served on its Strategic Planning Committee and as Chairman of its Young CPAs Committee. In recognition of his service, Mr. Smith has been named by the TSCPA as Outstanding Steering Committee Chairman for the year 1999-2000, Outstanding Committee Chairman for the year 1995-1996, and Outstanding Committee Member for the Years 1992-1993 and 1995-96. The Dallas Chapter of the TSCPA also named him CPA of the Year for 1999-2000.

Mr. Smith is a graduate of Southern Methodist University with a BBA in Accounting and Economics. He is licensed as a Certified Public Accountant by the State of Texas and is a licensed Registered Investment Advisor.

Kelly J. Hunter, CPA Related seminars and products: 1

Fitts Roberts Kolkhorst & Co. (FRK & Co.)

Kelly J. Hunter, CPA is the Chief Operating Officer and shareholder in charge of the audit department of Fitts, Roberts, Kolkhorst & Co., P.C., a CPA firm in Houston, Texas and has been with the firm since 1999.

He is a current member of the AICPA’s Professional Ethics Executive Committee (PEEC) as well as a former member of the Accounting and Review Services Committee of the AICPA from 2014-2016 and a former member of the AICPA PCPS Technical Issues Committee from 2011-2014. 

He is also a member of the Board of Directors for the Texas Society of CPAs (TXCPA) as well as the President-Elect of the Houston Chapter of the TXCPA.  He is currently the chair of the CPE advisory board for the TXCPA.

He has authored and co-authored educational courses for the AICPA including the Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements (CORU).  He was also the primary author for the 2015 version of the AICPA Audit and Accounting Guide, “Preparation, Compilation and Review Engagements” which is the version that was completely revised by the issuance of SSARS No. 21, Statements on Standards for Accounting and Review Services: Clarification and Recodification.


Thu, Nov 05, 2020 - 09:00am to 05:00pm CST
Thu, Nov 05, 2020 - 01:00pm to 09:00pm CST
Thu, Dec 17, 2020 - 09:00am to 05:00pm CST
Thu, Dec 17, 2020 - 01:00pm to 09:00pm CST
Fri, Jan 08, 2021 - 09:00am to 05:00pm CST
Fri, Jan 08, 2021 - 01:00pm to 09:00pm CST
Thu, Jan 14, 2021 - 09:00am to 05:00pm CST
Thu, Jan 14, 2021 - 01:00pm to 09:00pm CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Industry and Public Practice
Original Recording Date 08/26/2020
Yellow Book No
Course Developer Business Professionals' Network, Inc.
Date Added to Catalog 01/17/2020

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

Promo Video

Break (17min) - 1:57:30
Lunch (50min) - 3:34: 43
Break (15min) - 6:05:34



Overall:      4.8

Total Reviews: 69


Cameron D - Beaumont, Texas

"Great Course"

Claire H - Texas

"Thank you."

Kimberly D

" "

Cole H

"Have Mr. Kelley back. Most knowledgeable and best presenter on at this CPE."

Chundria M

"Course very helpful in regards to learning the expectations of the preparation of financial statements."

Alison P

"Really enjoyed Kelly as part of the panel. Invite him back!"

Eric L

"Very well done in every aspect! Thanks to all!"

Edward J - Monroe, Louisiana

"Good Job everyone"

Please wait ...

Back to Top