Reviews - Application of the Standard (CSRE 2400) (Live Webinar - Multi Segment)
Overview
Participants will walk through the end-to-end review engagement process under CSRE 2400, focusing on planning, execution, and reporting with appropriate professional judgment and skepticism. Participants will apply concepts through examples and exercises that emphasize documentation, quality management, and common areas of risk.
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This course has offering(s) that take place over multiple segments:
|
Applicable for
- CPAs in public practice with limited experience who need a practical walkthrough of CSRE 2400.
- Practitioners seeking a refresher on best practices for planning, performing, and documenting review engagements.
Learning Objectives
- Identify acceptance and continuance considerations and their implications for engagement planning.
- Determine areas in the financial statements where material misstatements are likely to arise and plan targeted procedures.
- Apply inquiry, analytical procedures, and additional procedures to obtain limited assurance and support conclusions.
- Document key judgments and conclusions in accordance with CSRE 2400 and firm quality management requirements.
- Describe when and how to modify the review engagement report.
Content
- Practitioner responsibilities and quality management considerations for review engagements.
- Engagement acceptance/continuance, engagement letters, and planning.
- Understanding the entity and its environment; materiality; areas prone to misstatement.
- Performing the engagement: inquiry, analytical procedures, and additional procedures as needed.
- Evaluation and completion: subsequent events, communication with management/TCWG, report dating and form.
- Documentation assembly, maintenance, and retention.
Course Dates & Registration
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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. 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. 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..webp?language=en-CA)
ROBIN DIEHL, CPA, CA, CBV is a business valuator and a business analyst. Robin has vast experience presenting internal and external courses, including courses for undergraduates, professional designations and private firms. She has helped author various accounting courses and composed professional examination questions. Her areas of focus include financial accounting, financial reporting and assurance topics. 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.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.
- 7
- CPD Hours
- 0.25
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
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.
Reviews - Application of the Standard (CSRE 2400) (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0.25
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Participants will walk through the end-to-end review engagement process under CSRE 2400, focusing on planning, execution, and reporting with appropriate professional judgment and skepticism. Participants will apply concepts through examples and exercises that emphasize documentation, quality management, and common areas of risk.
|
This course has offering(s) that take place over multiple segments:
|
Applicable for
- CPAs in public practice with limited experience who need a practical walkthrough of CSRE 2400.
- Practitioners seeking a refresher on best practices for planning, performing, and documenting review engagements.
Learning Objectives
- Identify acceptance and continuance considerations and their implications for engagement planning.
- Determine areas in the financial statements where material misstatements are likely to arise and plan targeted procedures.
- Apply inquiry, analytical procedures, and additional procedures to obtain limited assurance and support conclusions.
- Document key judgments and conclusions in accordance with CSRE 2400 and firm quality management requirements.
- Describe when and how to modify the review engagement report.
Content
- Practitioner responsibilities and quality management considerations for review engagements.
- Engagement acceptance/continuance, engagement letters, and planning.
- Understanding the entity and its environment; materiality; areas prone to misstatement.
- Performing the engagement: inquiry, analytical procedures, and additional procedures as needed.
- Evaluation and completion: subsequent events, communication with management/TCWG, report dating and form.
- Documentation assembly, maintenance, and retention.
Course Dates & Registration
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. 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. 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. ROBIN DIEHL, CPA, CA, CBV is a business valuator and a business analyst. Robin has vast experience presenting internal and external courses, including courses for undergraduates, professional designations and private firms. She has helped author various accounting courses and composed professional examination questions. Her areas of focus include financial accounting, financial reporting and assurance topics. 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.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.
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.