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Accounting & Assurance

Compilations - Specific Topics (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand

Overview

This course will go through the areas of CSRS 4200 where practitioners are facing challenges in applying the standard.  Illustrations will be provided on how to handle these challenges and address concerns noted by practice review inspections.  An overview of resources available to practitioners will be provided including CPA Canada resources.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

Course Description

In this course, practical examples will be used to illustrate areas where practitioners are having difficulty following the standard from the scope of the standard, to engagement acceptance or continuance decisions, performance of the engagement, and reporting. Practice inspection deficiencies identified nationally will be reviewed. There will also be a brief overview of CPA Canada’s resources – relevant tools and resources for the practitioner along with a brief overview of Knotia and its relevant content and how to search this resource.

Applicable for

Both new and experienced practitioners performing corporate income tax returns and compilation of financial statements engagements.

Learning Objectives

  • Overcome any challenges firms face in appropriately applying CSRS 4200 for compilation engagements
  • Describe and address practice inspection issues identified
  • Research what CPA Canada support resources are available to practitioners 

Content

  • Challenges faced by practitioners applying CSRS 4200
    • Scope
    • Client acceptance / continuance
    • Performance of the engagement
  • Application of ethical standards including independence and other code of conduct requirements
    Documenting knowledge of the entity
  • Documenting work done reconciling from client records to compiled financial information
  • Addressing withdrawal from the engagement
  • Addressing events after issuance
    • Reporting on the engagement
  • Compilation Engagement Report
  • Basis of Accounting Note
    • Practice review inspection findings for CSRS 4200 engagements
  • Findings to date
    • How to address these issues
  • Practitioner Resources
  • CPA Canada site
  • CPA Canada store
  • Knotia
  • External resources

Course Dates & Registration

Jul 16, 2026
9:00AM - 3:00PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Available
Register Now
Course Code: A62691A_OL
Nov 24, 2025
9:00AM - 3:00PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Past
Course Code: A52691A_OL
Jan 23, 2025
9:00AM - 12:30PM
Online Virtual
Gregory Buck
GREGORY BUCK, FCPA, FCA, BCOMM, has spent his entire practice life in public practice specializing in owner managed and professional businesses. He has extensive experience in small to medium businesses from a practical standpoint. Greg has lectured extensively at UFV in the Business Computing and Business Administration as well as lecturing for BCCPA. He enjoys mentoring other CPA small firms in practice methods and CPA standards.
Past
Course Code: A42691B_OL
Dec 5, 2024
9:00AM - 12:30PM
Online Virtual
Gregory Buck
GREGORY BUCK, FCPA, FCA, BCOMM, has spent his entire practice life in public practice specializing in owner managed and professional businesses. He has extensive experience in small to medium businesses from a practical standpoint. Greg has lectured extensively at UFV in the Business Computing and Business Administration as well as lecturing for BCCPA. He enjoys mentoring other CPA small firms in practice methods and CPA standards.
Past
Course Code: A42691C_OL
Jul 10, 2024
9:00AM - 12:30PM
Online Virtual
Diane McDonald
DIANE E. McDONALD, CPA, CA is a sole practitioner who has been in public practice for over 40 years in Ontario and BC. Today, Diane provides consulting and professional practice services throughout B.C. Diane works with companies and practitioners navigating Canadian and SEC financial reporting obligations and provides accounting and financial reporting consultation services on the application of IFRS, ASPE, ASNFPO and U.S. GAAP. Diane also works with practitioners performing audits and review engagements, assisting them with the design and application of assurance standards. Diane develops and provides professional development training for preparers of financial statements, their auditors and accountants and provides monitoring, EQCR and other services to practitioners.
Past
Course Code: A42691A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
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Course Details
Cost
$275
Members
$300
Non-Members
Eligible Hours
5
CPD Hours
0.5
Ethics Hours
0
AML Hours
Passport
7
Credits
Prerequisites
Prerequisites
Experience preparing compilation engagements would be beneficial but not mandatory. Reading CSRS 4200 – Compilation Engagements is recommended.
Interested in similar content?
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Accounting & Assurance

Compilations - Specific Topics (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand
Course Details
Cost
$275
Members
$300
Non-Members
Eligible Hours
5
CPD Hours
0.5
Ethics Hours
0
AML Hours
Passport
7
Credits
Prerequisites
Prerequisites
Experience preparing compilation engagements would be beneficial but not mandatory. Reading CSRS 4200 – Compilation Engagements is recommended.

Overview

This course will go through the areas of CSRS 4200 where practitioners are facing challenges in applying the standard.  Illustrations will be provided on how to handle these challenges and address concerns noted by practice review inspections.  An overview of resources available to practitioners will be provided including CPA Canada resources.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

Course Description

In this course, practical examples will be used to illustrate areas where practitioners are having difficulty following the standard from the scope of the standard, to engagement acceptance or continuance decisions, performance of the engagement, and reporting. Practice inspection deficiencies identified nationally will be reviewed. There will also be a brief overview of CPA Canada’s resources – relevant tools and resources for the practitioner along with a brief overview of Knotia and its relevant content and how to search this resource.

Applicable for

Both new and experienced practitioners performing corporate income tax returns and compilation of financial statements engagements.

Learning Objectives

  • Overcome any challenges firms face in appropriately applying CSRS 4200 for compilation engagements
  • Describe and address practice inspection issues identified
  • Research what CPA Canada support resources are available to practitioners 

Content

  • Challenges faced by practitioners applying CSRS 4200
    • Scope
    • Client acceptance / continuance
    • Performance of the engagement
  • Application of ethical standards including independence and other code of conduct requirements
    Documenting knowledge of the entity
  • Documenting work done reconciling from client records to compiled financial information
  • Addressing withdrawal from the engagement
  • Addressing events after issuance
    • Reporting on the engagement
  • Compilation Engagement Report
  • Basis of Accounting Note
    • Practice review inspection findings for CSRS 4200 engagements
  • Findings to date
    • How to address these issues
  • Practitioner Resources
  • CPA Canada site
  • CPA Canada store
  • Knotia
  • External resources

Course Dates & Registration

Jul 16, 2026
9:00AM - 3:00PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Available
Register Now
Course Code: A62691A_OL
Nov 24, 2025
9:00AM - 3:00PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Past
Course Code: A52691A_OL
Jan 23, 2025
9:00AM - 12:30PM
Online Virtual
Gregory Buck
GREGORY BUCK, FCPA, FCA, BCOMM, has spent his entire practice life in public practice specializing in owner managed and professional businesses. He has extensive experience in small to medium businesses from a practical standpoint. Greg has lectured extensively at UFV in the Business Computing and Business Administration as well as lecturing for BCCPA. He enjoys mentoring other CPA small firms in practice methods and CPA standards.
Past
Course Code: A42691B_OL
Dec 5, 2024
9:00AM - 12:30PM
Online Virtual
Gregory Buck
GREGORY BUCK, FCPA, FCA, BCOMM, has spent his entire practice life in public practice specializing in owner managed and professional businesses. He has extensive experience in small to medium businesses from a practical standpoint. Greg has lectured extensively at UFV in the Business Computing and Business Administration as well as lecturing for BCCPA. He enjoys mentoring other CPA small firms in practice methods and CPA standards.
Past
Course Code: A42691C_OL
Jul 10, 2024
9:00AM - 12:30PM
Online Virtual
Diane McDonald
DIANE E. McDONALD, CPA, CA is a sole practitioner who has been in public practice for over 40 years in Ontario and BC. Today, Diane provides consulting and professional practice services throughout B.C. Diane works with companies and practitioners navigating Canadian and SEC financial reporting obligations and provides accounting and financial reporting consultation services on the application of IFRS, ASPE, ASNFPO and U.S. GAAP. Diane also works with practitioners performing audits and review engagements, assisting them with the design and application of assurance standards. Diane develops and provides professional development training for preparers of financial statements, their auditors and accountants and provides monitoring, EQCR and other services to practitioners.
Past
Course Code: A42691A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Interested in similar content?
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark