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Accounting & Assurance
Compilations - Application of the Standard (In-Person)
DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the
In Person
delivery format. To view and register for other available formats, click on your selection below.
Overview
Participants will learn how to apply CSRS 4200 end-to-end—acceptance and continuance, planning, performance, completion, and reporting—using practical tools, examples, and documentation templates. Participants will work through common scenarios (e.g., basis-of-accounting notes, third-party considerations, withdrawal, and events after issuance) to strengthen quality, efficiency, and consistency across compilation engagements.
Applicable for
- New and experienced practitioners who perform compilation engagements and want practical, template-driven implementation of CSRS 4200.
- Small- and mid-firm professionals seeking consistent quality, documentation, and communication practices
Learning Objectives
- Explain the scope and core requirements of CSRS 4200 and map them to a firm’s compilation workflow.
- Perform acceptance and continuance procedures, agree engagement terms, and tailor the engagement letter and communications.
- Execute performance work: develop knowledge of the entity, organize work, prepare/review basis-of-accounting notes, and reconcile balances.
- Complete and report on compilation engagements, including management acknowledgements, additional inclusions, and illustrative reporting language.
- Address special situations—withdrawal, facts becoming known after issuance, and third-party use—using clear documentation and decision aids.
Content
- Introduction to CSRS 4200 and “order of events” for a compilation engagement.
- Planning: scope, acceptance/continuance, independence & ethics, professional judgment, quality management, engagement letters, and file indexing.
- Performance: organizing the work, knowledge of the entity, basis-of-accounting note (examples/FAQs), reconciliations, and significant judgments.
- Reporting & completion: file completion, withdrawal, management acknowledgement, reporting elements, additional notes/letters, and events after issuance.
- Resources & implementation: PEG/PACT and other practitioner tools, education references, and firm-level rollout tips.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Dates & Registration
Oct 22, 2026
9:00AM - 5:00PM
To Be Announced
Vancouver
Gregory Buck
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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.
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.
Available
Nov 17, 2025
9:00AM - 5:00PM
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.
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
Nov 18, 2024
9:00AM - 5:00PM
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.
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
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
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 1
- 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
Compilations - Application of the Standard (In-Person)
DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the
In Person
delivery format. To view and register for other available formats, click on your selection below.
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
Passport
- 10
- Credits
Overview
Participants will learn how to apply CSRS 4200 end-to-end—acceptance and continuance, planning, performance, completion, and reporting—using practical tools, examples, and documentation templates. Participants will work through common scenarios (e.g., basis-of-accounting notes, third-party considerations, withdrawal, and events after issuance) to strengthen quality, efficiency, and consistency across compilation engagements.
Applicable for
- New and experienced practitioners who perform compilation engagements and want practical, template-driven implementation of CSRS 4200.
- Small- and mid-firm professionals seeking consistent quality, documentation, and communication practices
Learning Objectives
- Explain the scope and core requirements of CSRS 4200 and map them to a firm’s compilation workflow.
- Perform acceptance and continuance procedures, agree engagement terms, and tailor the engagement letter and communications.
- Execute performance work: develop knowledge of the entity, organize work, prepare/review basis-of-accounting notes, and reconcile balances.
- Complete and report on compilation engagements, including management acknowledgements, additional inclusions, and illustrative reporting language.
- Address special situations—withdrawal, facts becoming known after issuance, and third-party use—using clear documentation and decision aids.
Content
- Introduction to CSRS 4200 and “order of events” for a compilation engagement.
- Planning: scope, acceptance/continuance, independence & ethics, professional judgment, quality management, engagement letters, and file indexing.
- Performance: organizing the work, knowledge of the entity, basis-of-accounting note (examples/FAQs), reconciliations, and significant judgments.
- Reporting & completion: file completion, withdrawal, management acknowledgement, reporting elements, additional notes/letters, and events after issuance.
- Resources & implementation: PEG/PACT and other practitioner tools, education references, and firm-level rollout tips.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Dates & Registration
Oct 22, 2026
9:00AM - 5:00PM
To Be Announced
Vancouver
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.
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.
Available
Nov 17, 2025
9:00AM - 5:00PM
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.
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
Nov 18, 2024
9:00AM - 5:00PM
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.
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
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