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Instructor : Jeff Sailor

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Field(s) of Study: Accounting
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This course provides a comprehensive overview of the accounting for various types of financial instruments under GAAP. Topics include the classifications, where to find guidance, proper valuation, options available, presentation and disclosure. The course groups the various types according to complexity as good, bad and ugly.

As always, Jeff will include his unique sense of humor to help keep your attention and retain the material. In this case, the theme will be the spaghetti westerns of the 1960s. So hold on to your hat. You’re in for a ride!


Course Level- Basic

Delivery Method- Group Internet Based Webcast

Length- 100 minutes of instruction

Revision Date: 12/27/2023

Field(s) of Study: Accounting
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Fraud is always a pervasive risk and can create serious issues in financial reporting. By studying fraud case, the practitioner can become aware of patterns which will help to identify fraud. In this series Jeff discusses the basics of fraud as well as specific cases studies.


In this edition, Jeff looks at Sam Bankman-Fried and FTX and reveals that the fraud may not have been as complex as many people might think.


As in all his courses, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will also include a certain amount of humor 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: 8/14/2023

Field(s) of Study: Auditing
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With the issuing of the new Quality Management Standards, the AICPA requires that all CPA firms with accounting and auditing practices implement a NEW system of quality management in accordance with brand new SQMS 1. This will include not only firms who perform audits or reviews, but also firms who limit their work to preparation or compilation engagement.


While the goal is to improve overall quality in the profession, implementation may appear overwhelming for many practitioners.

To assist with the implementation, the AICPA has created practice aids designed to assist with the process of developing your new system.


In this detailed webcast Jeff walks you through every aspect of the process:

1. Where to find the practice aids

2. The proper use of the practice aids

3. Documents you are required to have

4. How to use the practice aids for documentation

5. Proper use the spreadsheet risk assessment template

6. Creation of your final documents


In addition, he offers practical advice along the way to make your job even easier.

As in all his courses, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will also include a certain amount of humor designed to keep you awake and reinforce the material.

Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 150 minutes of instruction

Revision Date: 11/7/2023


Field(s) of Study: Accounting
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Jeff Sailor's 2023 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 - Covers the latest updates to the FASB Codification, including not-for-profit accounting changes, issues with the new lease standard, credit losses, and other FASB updates.

AUDIT UPDATE - In-depth coverage of the totally updated requirements for risk assessment, as well as communications with predecessor auditors and related topics. Includes a new section: Focus on Fraud.

SSARS UPDATE - Covers the requirements for preparations, compilations, and reviews in a step by step format.

QUALITY STANDARDS - Covers the new requirements under the brand new Statements on Quality Management Services. These standards will require drastic changes for anyone in public practice.


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: 7/8/2023

Field(s) of Study: Auditing, Accounting
  • More Info

    Learning Objectives

    • Identify and apply the most pervasive GAAP updates
    • Apply the provisions specific issues related to the new lease standard
    • Apply the major provisions of the standard for Credit Losses
    • Apply the various new provisions for not-for-profit entities
    • Apply the standards for preparations, compilations and reviews based on AR sections 60,70,80 & 90
    • Identify and apply the latest audit standards for inquiries related to the predecessor auditor
    • Apply the new Audit Risk Assessment requirements
    • Describe fraud risks associated with recent cases
    • Apply the new requirements for a firm's system of quality management
    • Apply the basic requirements for independence
    • Cite and apply better practice skills

    Level

    Update

    Prerequisites

    Basic understanding of accounting and auditing

    Advanced Preparation

    None

  • Events
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Jeff Sailor's 2023 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 course and covers the following topics:


ACCOUNTING UPDATE - Covers the latest updates to the FASB Codification, including not-for-profit accounting changes, issues with the new lease standard, credit losses, and other FASB updates.

QUALITY STANDARDS - Covers the new requirements under the brand new Statements on Quality Management Services. These standards will require drastic changes for anyone in public practice.


Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 200 minutes of instruction- 10min break in the middle of the webcast

Revision Date: 7/8/2023

Field(s) of Study: Accounting
  • More Info

    Learning Objectives

    • Identify and apply the most pervasive GAAP updates
    • Apply the provisions specific issues related to the new lease standard
    • Apply the major provisions of the standard for Credit Losses
    • Apply the various new provisions for not-for-profit entities
    • Apply the new requirements for a firm's system of quality management
    • Apply the basic requirements for independence
    • Cite and apply better practice skills

    Level

    Update

    Prerequisites

    Basic understanding of accounting

    Advanced Preparation

    None

  • Events
Show less keyboard_arrow_up


Jeff Sailor's 2023 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 course and covers the following topics:


AUDIT UPDATE - In-depth coverage of the totally updated requirements for risk assessment, as well as communications with predecessor auditors and related topics. Includes a new section: Focus on Fraud.

SSARS UPDATE - Covers the requirements for preparations, compilations, and reviews in a step by step format.


Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 200 minutes of instruction- 10min break in the middle of the webcast

Revision Date: 7/8/2023

Field(s) of Study: Auditing, Accounting
  • More Info

    Learning Objectives

    • Apply the standards for preparations, compilations and reviews based on AR sections 60,70,80 & 90
    • Identify and apply the latest audit standards for inquiries related to the predecessor auditor
    • Apply the new Audit Risk Assessment requirements
    • Describe fraud risks associated with recent cases
    • Cite and apply better practice skills

    Level

    Update

    Prerequisites

    Basic understanding of accounting and auditing

    Advanced Preparation

    None

  • Events
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(NOTE: This is the same information presented in Jeff Sailor's A&A Update and Review 2023 PART 2 and the 8-cr 2023 AAUR)


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 cover the requirements in a step by step format as laid out in the AR sections of the standards. 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 - 100 minutes of Instruction

Revision Date - 7/8/23

Field(s) of Study: Accounting
  • 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

    Level

    Update

    Prerequisites

    Basic understanding of accounting

    Advanced Preparation

    None

  • Events
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(NOTE: This is the same information presented in Jeff Sailor's A&A Update and Review 2023 PART 1 and the 8-cr 2023 AAUR)


The amount of change in the accounting profession is staggering, making it tough for the average CPA to keep up. This course will get you up to date with the latest information coming from the FASB.

In this course, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will cover present the latest GAAP pronouncements, along with his signature video parodies, which are 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: July 8, 2023

Field(s) of Study: Accounting
  • More Info

    Learning Objectives

    • Identify and apply the most pervasive GAAP updates
    • Apply the provisions specific issues related to the new lease standard
    • Apply the major provisions of the standard for Credit Losses
    • Apply the various new provisions for not-for-profit entities
    • Apply the new requirements for a firm's system of quality management
    • Apply the basic requirements for independence
    • Cite and apply better practice skills

    Level

    Update

    Prerequisites

    Basic understanding of accounting

    Advanced Preparation

    None

  • Events
Show less keyboard_arrow_up

(NOTE: This is the same information presented in Jeff Sailor's A&A Update and Review 2023 PART 2 and the 8-cr 2023 AAUR)

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.

In addition we will include a special section entitled Focus on Fraud, which will highlight the FTX case.

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 - 100 minutes of Instruction

Revision Date - 7/8/23

Field(s) of Study: Auditing
  • More Info

    Learning Objectives

    • Identify and apply the latest audit standards for inquiries related to the predecessor auditor
    • Apply the new Audit Risk Assessment requirements
    • Describe fraud risks associated with recent cases
    • Cite and apply better practice skills

    Level

    Update

    Prerequisites

    Basic understanding of accounting and auditing

    Advanced Preparation

    None

  • Events
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Preparation, compilation and review engagements fall under the SSARS reporting standards. Regardless of the level of engagement, all SSARS engagements fall under the SSARS General Principles. In this course, Jeff will explain the general principles required for all SSARS engagements


Topics will include ethics, engagement acceptance, compliance with requirements as well as other areas.  As always, Jeff will include his unique sense of humor to help keep your attention and retain the material.


Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 50 minutes of instruction

Revision Date: 8/14/2023

Field(s) of Study: Accounting
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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, 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
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