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Accounting & Assurance

Reviews - Specific Topics (Live Webinar - Multi Segment)

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

Overview

There are some areas where the application of CSRE 2400 – Review Engagements can be challenging. This course builds upon fundamental knowledge of the CSRE 2400 – Review Engagements Standards and addresses areas that commonly prove more challenging for practitioners.


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

This course has offering(s) that take place over multiple segments:
Jul 23 & 24, 2026 | 9:00am-12:30pm

Course Description

Drawing upon common deficiencies found nationally in practice inspections, this course will show participants how to quickly identify incomplete review engagement documentation and apply the necessary changes to resolve outstanding issues. The material includes various exercises and examples of review engagement documentation.

Note: This seminar focuses on specific topics, and does not provide comprehensive coverage of the Canadian Standard on Review Engagements (CSRE 2400).

Applicable for

This course is intended for public practitioners as well as managers and senior staff members employed in public practice who are conducting review engagements under CSRE 2400.

Learning Objectives

  • Identify the common deficiencies in applying CSRE 2400 as noted by the various provincial practice inspection programs
  • Determine the appropriate level of documentation for understanding the entity and its environment and identifying areas of the financial statements that are likely to be materially misstated
  • Link the assessed areas of likely material misstatement to appropriate review engagement procedures
  • Develop and perform appropriate analytical procedures and meet the documentation requirements of the standard
  • Demonstrate professional skepticism in document inquiries and discussions with the client
  • Determine when it may be appropriate to perform additional procedures in accordance with the standard

Content

  • An overview of the documentation requirements
  • Common CSRE 2400 application and documentation deficiencies noted by provincial CPA practice inspection programs
  • Tips for addressing common deficiencies, such as documenting client/engagement acceptance/continuance, assessment of independence, assessment of the need for EQCR, and dating of the report
  • Understanding of the entity and its environment using alternative approaches to documenting the client’s accounting systems
  • Identification of areas in the financial statements where material misstatements are likely to arise and linking them to the planned review procedures
  • The design and documentation of appropriate analytical procedures for revenue, inventory, cost of sales, payroll, etc.
  • When it may be appropriate to perform additional procedures, such as cut-off procedures, confirmations, and substantive testing of details

Course Dates & Registration

Jul 23 - 24, 2026
9:00AM - 12:30PM
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
Dec 2 - 3, 2025
8:00AM - 11:30AM
Online Virtual
Bradley Keefe
BRADLEY KEEFE, CPA, CA, is a partner at a mid-sized firm in Manitoba. Bradley specializes in assurance engagements and has practiced in this area for over 20 years. His primary area of practice is with not-for-profit, charity and public sector entities. Bradley has extensive experience leading and updating professional development courses for CPA Manitoba. Bradley was also extensively involved with CPA Canada and the CPA Western of School of Business where he was an experienced facilitator, session leader, exam reviewer, and author.
Past
Jan 29 - 30, 2025
8:30AM - 12:00PM
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

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
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Interested in similar content?

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

Reviews - Specific Topics (Live Webinar - Multi Segment)

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
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

There are some areas where the application of CSRE 2400 – Review Engagements can be challenging. This course builds upon fundamental knowledge of the CSRE 2400 – Review Engagements Standards and addresses areas that commonly prove more challenging for practitioners.


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

This course has offering(s) that take place over multiple segments:
Jul 23 & 24, 2026 | 9:00am-12:30pm

Course Description

Drawing upon common deficiencies found nationally in practice inspections, this course will show participants how to quickly identify incomplete review engagement documentation and apply the necessary changes to resolve outstanding issues. The material includes various exercises and examples of review engagement documentation.

Note: This seminar focuses on specific topics, and does not provide comprehensive coverage of the Canadian Standard on Review Engagements (CSRE 2400).

Applicable for

This course is intended for public practitioners as well as managers and senior staff members employed in public practice who are conducting review engagements under CSRE 2400.

Learning Objectives

  • Identify the common deficiencies in applying CSRE 2400 as noted by the various provincial practice inspection programs
  • Determine the appropriate level of documentation for understanding the entity and its environment and identifying areas of the financial statements that are likely to be materially misstated
  • Link the assessed areas of likely material misstatement to appropriate review engagement procedures
  • Develop and perform appropriate analytical procedures and meet the documentation requirements of the standard
  • Demonstrate professional skepticism in document inquiries and discussions with the client
  • Determine when it may be appropriate to perform additional procedures in accordance with the standard

Content

  • An overview of the documentation requirements
  • Common CSRE 2400 application and documentation deficiencies noted by provincial CPA practice inspection programs
  • Tips for addressing common deficiencies, such as documenting client/engagement acceptance/continuance, assessment of independence, assessment of the need for EQCR, and dating of the report
  • Understanding of the entity and its environment using alternative approaches to documenting the client’s accounting systems
  • Identification of areas in the financial statements where material misstatements are likely to arise and linking them to the planned review procedures
  • The design and documentation of appropriate analytical procedures for revenue, inventory, cost of sales, payroll, etc.
  • When it may be appropriate to perform additional procedures, such as cut-off procedures, confirmations, and substantive testing of details

Course Dates & Registration

Jul 23 - 24, 2026
9:00AM - 12:30PM
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
Dec 2 - 3, 2025
8:00AM - 11:30AM
Online Virtual
Bradley Keefe
BRADLEY KEEFE, CPA, CA, is a partner at a mid-sized firm in Manitoba. Bradley specializes in assurance engagements and has practiced in this area for over 20 years. His primary area of practice is with not-for-profit, charity and public sector entities. Bradley has extensive experience leading and updating professional development courses for CPA Manitoba. Bradley was also extensively involved with CPA Canada and the CPA Western of School of Business where he was an experienced facilitator, session leader, exam reviewer, and author.
Past
Jan 29 - 30, 2025
8:30AM - 12:00PM
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

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?

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