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Accounting & Assurance
Compilations - Application of the Standard (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.
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.
|
This course has offering(s) that take place over multiple segments:
|
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.
Course Dates & Registration
Oct 15 - 16, 2026
9:00AM - 12:30PM
Online Virtual
Patricia Dahm
.webp?language=en-CA)
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.
Available
Dec 10 - 11, 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.
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
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.
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.
Past
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.
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.
Past
Dec 1 - 2, 2025
9:00AM - 12:30PM
Online Virtual
Gregory Buck
.webp?language=en-CA)
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
Jul 17 - 18, 2025
9:00AM - 12:30PM
Online Virtual
Diane McDonald
.webp?language=en-CA)
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.
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
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.
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
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
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 (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.
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.
|
This course has offering(s) that take place over multiple segments:
|
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.
Course Dates & Registration
Oct 15 - 16, 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.
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 10 - 11, 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.
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
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.
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.
Past
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.
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.
Past
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.
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
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.
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
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.
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
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