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Title : Jeff Sailor's A&A Update and Review 2022-2023: PART 2

Presented By : Jeffrey L. Sailor, CPA


Jeff Sailor's 2022-23 Accounting and Auditing Update and Review Course is designed to provide an in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones. As always, to assist with attention and learning, Jeff has included several video parodies. 

This is Part 2 of the 8 credit course and includes the following topics:

AUDIT UPDATE- This segment covers the omnibus changes to audit standards including the requirements for audit evidence, accounting estimates and the complete overhaul of risk assessment. It will also cover the brand new SSAE 19, which provides new requirements and guidance for Agreed-Upon Procedures engagements.

SSARS UPDATE- This segment look at the requirements for preparations, compilations and reviews and will focus on the major changes created by the issuance of SSARS 25, which goes into effect this year.

Course Level - Update

Delivery Method - Group Internet Based Webcast

Length - 200 minutes of Instruction

Revision Date - 7/1/22

Field(s) of Study: Accounting

NASBA Approved

Update Level

4.0 Hrs

Enroll
  • More Info

    Learning Objectives

    Apply the new provisions for the review of financial statements under SSARS 25

    Apply the provisions for audit evidence

    Apply the provisions for auditing accounting estimates

    Apply the provisions for  risk assessment

    Apply the new provisions under SSAE 19 for Agreed-Upon Procedures Engagements

    Level

    Update

    Prerequisites

    Knowledge of and experience with basic accounting principles

    Advanced Preparation

    None

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Title : Enjoyable Ethics for Florida CPAs

Presented By : Jeffrey L. Sailor, CPA

Written by Jeff Sailor and Jennifer Sailor

This course specifically meets the ethics CPE requirements for Florida CPAs. Our Florida Provider Number is 0009374 and our Florida Course Number is 0028009.

To specifically meet the requirements for Florida CPAs, the course will devote at least 51% of the time to Florida rules including Chapter 455 F.S. , Chapter 473 F.S. and FL BOA Rules 61H1.


This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this this Jeff will not only cover the typical topics, but will also challenge you to think outside the box.


In this course, Jeff Sailor will bring his truly unique presentation style to explain the nature of ethics as well as why we have to review our ethics rules on a regular basis.

He will cover the authoritative guidance found in the AICPA Code of Professional Conduct in detail. He will also explain how to use the AICPA Conceptual Framework when faced with ethical issues and cover independence requirements of the Code of Professional Conduct with special emphasis on nonattest services.


In addition,  Jeff will include a lot of humor and one of his signature video parodies, which is designed to keep you awake and reinforce the material.

Course Level - Update

Delivery Method -Group Internet Based Webcast

Length - 200 minutes of Instruction

Revision Date - 12/14/22

Field(s) of Study: Regulatory Ethics

NASBA Approved

Update Level

4.0 Hrs

Enroll
  • More Info

    Learning Objectives

    Define ethics

    Describe types of ethics

    Identify ethical dilemmas

    Describe the source of accounting ethics

    Describe the format of the AICPA Code of Professional Conduct

    Identify the areas of ethics rules for accountants in public practice

    Identify the areas of ethics rules for accountants in business

    Describe various violations of ethics

    Apply the Conceptual Framework for ethics issues

    Identify the seven threats to independence

    Describe the five categories of independence issues

    Describe the issues related to nonattest services

    Describe the topics in FL 455

    Describe the topics in FL 473

    Describe the rules on Fl BOA Rules 61H1

    Apply the provisions for reporting CPE to the FL DBPR

    Level

    Update

    Prerequisites

    Basic understanding of accounting and reporting

    Advanced Preparation

    None

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Title : Jeff Sailor's SSARS Update and Review 2022-2023

Presented By : Jeffrey L. Sailor, CPA



THIS IS AN EXPANDED VERSION OF THE SSARS SECTION OF THE 8 CREDIT COURSE, Jeff Sailor's A&A Update and Review 2022-2023.

Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for compilations and review. To add to the confusion, there is now a new level of service known as a preparation, which has no report! This course will cover the nuts and bolts of these pronouncements as well as cover the theory required to make proper decisions.


Topics will include the most important issues related to preparations, compilations and reviews as well as the general requirements that apply to all SSARS engagements. This course will highlight the brand new SSARS 25, which make major changes to review engagements as well as a few changes for preparations and compilations as well. Special attention will be placed on the provisions most important for compliance. We will also discuss some troublesome topics as well as other reporting topics.

Course Level - Update

Delivery Method - Group Internet Based Webcast

Length - 200 minutes of Instruction

Revision Date - 7/1/22

Field(s) of Study: Accounting

NASBA Approved

Update Level

4.0 Hrs

Enroll
  • More Info

    Learning Objectives

    • Identify proper application of the provisions of SSARS 
    • Identify reporting requirements for compilations and reviews.
    • Apply the provisions for the preparation of financial statements
    • Apply the provisions for the compilation of financial statements
    • Apply the new provisions for the review of financial statements under SSARS 25
    • Describe peer review problem areas
    • Apply better practice skills

    Level

    Update

    Prerequisites

    Basic knowledge of and experience with accounting review services

    Advanced Preparation

    None

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Title : Jeff Sailor's A&A Update and Review 2022-2023

Presented By : Jeffrey L. Sailor, CPA



Jeff Sailor's 2022-23 Accounting and Auditing Update and Review Course is designed to provide an in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones. As always, to assist with attention and learning, Jeff has included several video parodies.

ACCOUNTING UPDATE- This segment will look at the latest updates to the FASB Codification, including leases, credit losses, not-for-profits and miscellaneous.

AUDIT UPDATE- This segment covers the omnibus changes to audit standards including the requirements for audit evidence, accounting estimates and the complete overhaul of risk assessment. It will also cover the brand new SSAE 19, which provides new requirements and guidance for Agreed-Upon Procedures engagements.

SSARS UPDATE- This segment look at the requirements for preparations, compilations and reviews and will focus on the major changes created by the issuance of SSARS 25, which goes into effect this year.

SQMS- This section will cover the new requirements for a firm’s system of Quality Management.

Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 400 minutes of instruction- 10min break in the morning and afternoon and 30min lunch break

Revision Date - 7/1/22

Field(s) of Study: Accounting

NASBA Approved

Update Level

8.0 Hrs

Enroll
  • More Info

    Learning Objectives

    Apply the most pervasive accounting updates issued by the FASB

    Apply the new provisions for Credit Losses

    Apply the classification criteria to determine whether a lease is a finance or operating lease for a lessee
    Apply the lease standard for a finance lease
    Apply the lease standard for an operating lease
    Describe potential pitfalls related to the new standard
    Describe alternatives to the lease standard

    Identify the changes for not-for-profit accounting under GAAP

    Describe the Elements of Financial Statements under the FASB Concepts


    Apply the new provisions for the review of financial statements under SSARS 25

    Apply the provisions for audit evidence

    Apply the provisions for auditing accounting estimates

    Apply the provisions for  risk assessment

    Apply the new provisions under SSAE 19 for Agreed-Upon Procedures Engagements

    Apply the new provisions for the System of Quality Management

    Level

    Update

    Prerequisites

    Basic understanding of accounting and auditing

    Advanced Preparation

    None

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Title : The Audit Communication Standards

Presented By : Jeffrey L. Sailor, CPA


At the end of 2021, the Auditing Standards Board made effective many new required communications when performing an audit. These range from the engagement letter all the way to report and even beyond. The ASB realized that, while we were doing good work, our communications were not up to par.

In this course, Jeff Sailor will bring his truly unique presentation style to explain changes you need to know to have better communications and meet the requirements of the standards for your engagements as well as for peer review.

In addition,  Jeff will include one his signature video parodies, which is designed to keep you awake and reinforce the material.

Course Level - Update

Delivery Method -Group Internet Based Webcast

Length - 50  minutes of instruction

Revision Date - 7/1/22

Field(s) of Study: Auditing

NASBA Approved

Update Level

1.0 Hrs

Enroll
  • More Info

    Learning Objectives

    Identify the new audit standards and requirements

    Describe the new definition for “Materiality”

    Apply the provisions for the new audit report

    Apply the provisions for going concern

    Describe the new communications to Those Charged with Governance

    Apply the new procedures related to communications

    Apply the new provisions related to Other Information Included in Annual Reports


    Level

    Update

    Prerequisites

    Basic understanding of auditing

    Advanced Preparation

    None

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Title : Jeff Sailor's Auditing Update and Review 2022-2023

Presented By : Jeffrey L. Sailor, CPA



THIS IS AN EXPANDED VERSION OF THE AUDIT SECTION OF THE 8 CREDIT COURSE, Jeff Sailor's A&A Update and Review 2022-2023.

Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for audits. This course will cover the nuts and bolts of these pronouncements as well as cover the theory required to make proper decisions.

Topics will include the latest SAS updates for audit evidence and accounting estimates and the brand new requirements for audit risk assessment. We will also discuss SSAE 19 for agreed-Upon Procedures Engagements. Lastly, we will cover the new requirements for your system of quality management under the recently issued SQMSs. Special attention will be placed on the provisions most important for compliance, including documentation. We will also discuss some troublesome topics as well as other reporting topics.

Course Level - Update

Delivery Method - Group Internet Based Webcast

Length - 200 minutes of Instruction

Revision Date - 7/1/22

Field(s) of Study: Auditing

NASBA Approved

Update Level

4.0 Hrs

Enroll
  • More Info

    Learning Objectives

    • Apply the provisions for audit evidence
    • Apply the provisions for auditing accounting estimates
    • Apply the provisions for  risk assessment
    • Describe peer review problem areas
    • Apply better practice skills for documentation
    • Apply the new provisions under SSAE 19 for Agreed-Upon Procedures Engagements
    • Apply the new provisions for the System of Quality Management

    Level

    Update

    Prerequisites

    Knowledge of and experience with basic auditing

    Advanced Preparation

    None

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Title : Jeff Sailor's A&A Update and Review 2022-2023: PART 1

Presented By : Jeffrey L. Sailor, CPA


Jeff Sailor's 2022-23 Accounting and Auditing Update and Review Course is designed to provide an in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones. As always, to assist with attention and learning, Jeff has included several video parodies.

This is Part 1 of the 8 credit course and includes the following topics:

ACCOUNTING UPDATE- This segment will look at the latest updates to the FASB Codification, including leases, credit losses, not-for-profits and miscellaneous.

SQMS- This section will cover the new requirements for a firm’s system of Quality Management.

Course Level - Update

Delivery Method - Group Internet Based Webcast

Length - 200 minutes of Instruction

Revision Date - 7/1/22

Field(s) of Study: Accounting

NASBA Approved

Update Level

4.0 Hrs

Enroll
  • More Info

    Learning Objectives

    Apply the new provisions for the System of Quality Management

    Apply the most pervasive accounting updates issued by the FASB

    Apply the new provisions for Credit Losses

    Apply the classification criteria to determine whether a lease is a finance or operating lease for a lessee
    Apply the lease standard for a finance lease
    Apply the lease standard for an operating lease
    Describe potential pitfalls related to the new standard
    Describe alternatives to the lease standard

    Identify the changes for not-for-profit accounting under GAAP

    Describe the Elements of Financial Statements under the FASB Concepts


    Level

    Update

    Prerequisites

    Experience with basic accounting concepts

    Advanced Preparation

    None

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Title : Preparing Personal Financial Statements: Step by Step Series (2CR)

Presented By : Jeffrey L. Sailor, CPA


Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the tough topic of preparing personal financial statements.
 
Many practitioners are unaware of the both the risks and requirements related to preparing personal financial statements. In this course, Jeff takes you step by step through the process to insure that you understand both the professional as well as the practical requirements. He will cover not only the accounting and presentation, but potential reporting requirements as well.
 
In addition, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

Course Level- Basic

Delivery Method- Group Internet Based Webcast

Length- 100 minutes of instruction

Revision Date- 12/11/21

Field(s) of Study: Accounting

NASBA Approved

Basic Level

2.0 Hrs

Enroll
  • More Info

    Learning Objectives

    Upon successful completion of this course, the participant should be able to:
    Identify professional accounting standards related to personal financial statements
    Identify professional reporting standards related to personal financial statements
    Describe the purposes for personal financial statements
    Describe the alternatives available
    Apply the GAAP and alternative methods of preparation
    Apply the applicable reporting standards

    Level

    Basic

    Prerequisites

    Experience in accounting

    Advanced Preparation

    None

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Title : Introducing the New Risk Assessment Standard

Presented By : Jeff Sailor



The Auditing Standards Board has recently made major updates to the most critical area of any audit: risk assessment. The deadline for change is coming soon and this is expected to be a major peer review focus area.

In this course, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know to get ready for the new requirement, with a focus on proper documentation. In addition to covering the standards pronouncements, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.

Course Level - Basic

Delivery Method -Group Internet Based Webcast

Length - 50 minutes of instruction

Revision Date - 2/1/23

Field(s) of Study: Auditing

NASBA Approved

Basic Level

1.0 Hrs

Enroll
  • More Info

    Learning Objectives

    • Identify the new focus areas for risk assessment in an audit
    • Apply the standards for preparing proper documentation
    • Describe the potential peer review issues

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

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Title : Enjoyable Ethics- Chapter 3: The Conceptual Framework & Independence

Presented By : Jeffrey L. Sailor, CPA

Written by Jeff Sailor and Jennifer Sailor

This course specifically meets the Ethics Requirements for North Carolina and any other states which require an Ethics Course prepared by a NASBA Sponsor. Check your state for individual requirements.

This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this this Jeff not only covers the typical topics, but also challenges you to think outside the box.

In this edition, Jeff Sailor uses his truly unique presentation style to explain how to use the AICPA Conceptual Framework when faced with ethical issues, and covers independence requirements of the Code of Professional Conduct.

As usual, Jeff includes a lot of humor to keep you awake and reinforce the material.

Course Level - Update

Delivery Method -Group Internet Based Webcast

Length - 50 minutes of Instruction

Revision Date - 10/25/22



Field(s) of Study: Regulatory Ethics

NASBA Approved

Update Level

1.0 Hrs

Enroll
  • More Info

    Learning Objectives

    Apply the Conceptual Framework for ethics issues

    Identify the seven threats to independence

    Describe the five categories of independence issues

    Describe the issues related to nonattest services

    Level

    Update

    Prerequisites

    Basic understanding of accounting and reporting

    Advanced Preparation

    None

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