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.

• 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

• 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. 

• 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.