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Accounting & Assurance

Compilations - Application of the Standard (Live Webinar - Multi Segment)

Former Title: Compilations - Application of CSRS 4200

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 provide a detailed overview of the CSRS 4200 Compilation Standard for new and experienced practitioners. It will include an overview of the standard and hands-on opportunities to review the application of the standard to different scenarios and client engagements.


The seminar offering scheduled for August 18-19, 2026 will be offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that the Aug 18-19, 2026 virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

This course has offering(s) that take place over multiple segments:
July 6 & 7, 2026 | 9:00am-12:30pm
August 18 & 19, 2026 | 12:00pm-3:30pm

Course Description

This course starts with an overview of the standards and then provides practitioners with practical application steps and guidance for the ongoing use of CSRS 4200 for compilation engagements. The course includes discussion and application of the components of the standard from engagement acceptance, performance, completion on to reporting. Time will be spent on the major sections of the standard, breaking down the course into sections on planning, performance, and reporting including the creation of working papers and documents to use as examples in practice. Participants will leave with an understanding of the standard, some working examples, and materials to use as a reference to apply in their practices.

There will be opportunities to apply the standard to different scenarios and make use of different approaches to the application of the standard’s components. This course will also provide best practices for compilation engagements and address frequently asked questions from practitioners with respect to CSRS 4200.

Applicable for

New and experienced practitioners performing corporate income tax returns and compilation of financial information engagements.

Learning Objectives

  • Apply CSRS 4200 from engagement acceptance to reporting for all compilation engagements in their practices
  • Apply CSRS 4200 to a variety of situations including the need to withdraw or events after issuance
  • Develop plans to educate clients on the work done on their compilation engagements and how this improves the professional services they are receiving
  • Apply best practices in conducting compilation engagements
  • Describe what resources are available for practitioners in applying the standard to their practices

Content

  • CSRS 4200 Standard
    • Overview of the standard 
    • Walk-through of the standard in detail (including case studies, group discussion, and creation of working papers/documentation/implementation plans)
      • Requirements in Planning
      • Documentation
      • Reporting
      • Communications with the Client at different stages of the engagement
    • Best Practices for compilation engagements and address FAQs for CSRS 4200 specifically
    • Review of References/Materials Available for Application of the Standard

Course Dates & Registration

Jul 6 - 7, 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
Register Now
Course Code: A63690B_OL
Aug 18 - 19, 2026
12:00PM - 3:30PM
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
Register Now
Course Code: A63690A_OL
Dec 1 - 2, 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: A53690B_OL
Jul 17 - 18, 2025
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: A53690A_OL
Nov 25, 2024
9:00AM - 5:00PM
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: A43690A_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. 

This is a seminar definitely worth taking as information was practical and useful application to public practice and new standards implementation.
Very relevant to public practice.
Excellent course!
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
1
Ethics Hours
0
AML Hours
Passport
10
Credits
Prerequisites
Prerequisites
Experience preparing compilation engagements will be useful but not required.
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 - Application of the Standard (Live Webinar - Multi Segment)

Former Title: Compilations - Application of CSRS 4200

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
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
1
Ethics Hours
0
AML Hours
Passport
10
Credits
Prerequisites
Prerequisites
Experience preparing compilation engagements will be useful but not required.

Overview

This course will provide a detailed overview of the CSRS 4200 Compilation Standard for new and experienced practitioners. It will include an overview of the standard and hands-on opportunities to review the application of the standard to different scenarios and client engagements.


The seminar offering scheduled for August 18-19, 2026 will be offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that the Aug 18-19, 2026 virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

This course has offering(s) that take place over multiple segments:
July 6 & 7, 2026 | 9:00am-12:30pm
August 18 & 19, 2026 | 12:00pm-3:30pm

Course Description

This course starts with an overview of the standards and then provides practitioners with practical application steps and guidance for the ongoing use of CSRS 4200 for compilation engagements. The course includes discussion and application of the components of the standard from engagement acceptance, performance, completion on to reporting. Time will be spent on the major sections of the standard, breaking down the course into sections on planning, performance, and reporting including the creation of working papers and documents to use as examples in practice. Participants will leave with an understanding of the standard, some working examples, and materials to use as a reference to apply in their practices.

There will be opportunities to apply the standard to different scenarios and make use of different approaches to the application of the standard’s components. This course will also provide best practices for compilation engagements and address frequently asked questions from practitioners with respect to CSRS 4200.

Applicable for

New and experienced practitioners performing corporate income tax returns and compilation of financial information engagements.

Learning Objectives

  • Apply CSRS 4200 from engagement acceptance to reporting for all compilation engagements in their practices
  • Apply CSRS 4200 to a variety of situations including the need to withdraw or events after issuance
  • Develop plans to educate clients on the work done on their compilation engagements and how this improves the professional services they are receiving
  • Apply best practices in conducting compilation engagements
  • Describe what resources are available for practitioners in applying the standard to their practices

Content

  • CSRS 4200 Standard
    • Overview of the standard 
    • Walk-through of the standard in detail (including case studies, group discussion, and creation of working papers/documentation/implementation plans)
      • Requirements in Planning
      • Documentation
      • Reporting
      • Communications with the Client at different stages of the engagement
    • Best Practices for compilation engagements and address FAQs for CSRS 4200 specifically
    • Review of References/Materials Available for Application of the Standard

Course Dates & Registration

Jul 6 - 7, 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
Register Now
Course Code: A63690B_OL
Aug 18 - 19, 2026
12:00PM - 3:30PM
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
Register Now
Course Code: A63690A_OL
Dec 1 - 2, 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: A53690B_OL
Jul 17 - 18, 2025
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: A53690A_OL
Nov 25, 2024
9:00AM - 5:00PM
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: A43690A_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. 

This is a seminar definitely worth taking as information was practical and useful application to public practice and new standards implementation.
Very relevant to public practice.
Excellent course!
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