Instructor
Jeff Lieman
Instructor
Auditing experience includes 25 years in public accounting as an auditor and 6 years as an insurance regulator (auditor) including 3 years as the Chief Financial Examiner for the State of Maryland.
Professional training since 1980 for both CPA firms and the public. The 2014 training schedule includes over 100 days in many states for continuing profession education for CPAs. I also assist in teaching prep classes for both the CPA and CFA examinations. Currently hold the designation of Certified Public Accountant and Certified Financial Examiner.
Specialties: Auditing, accounting under both US and international Generally Accepted Accounting Principles, fraud, accounting services, business planning, and staff development. Industries expertise includes concentrations in construction, real estate, governmental units, nonprofit entities, retail, and investment companies. Investigative accounting services including fraud investigation.
If you supervise preparation, compilation, and review engagements, this course
will help you comply with the professional standards by informing you of the latest
developments and issues relevant to these engagements. Learn about the U.S.
business economy, peer review, FASB updates, and other areas affecting
preparation, compilation, and review engagements.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
• Identify key economic factors and accountant’s responsibility for
fraud.
• Recognize recent SSARSs, accounting, and reporting developments.
• Identify the professional standards and risk factors relevant to the
performance of preparation, compilation, and review engagements,
including engagements on pro forma and prospective financial
information.
• Overview of preparation, compilation, and review guidance
• Accounting and reporting issues
• Current practice issues
• Common deficiencies in peer reviews
• Current and future standard setting projects
Experience with engagements
performed in accordance with
SSARS
CPA firm seniors (and above)
managing engagements
performed in accordance with
SSARS