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Audit Planning (AA-AP) (1415-644) Instructional Delivery Method: Group Live
CPE Credits: 6 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: Al least of six months experience in auditing.
Advance Preparation: None
Level: Intermediate
Date: July 10, 2015
Registration: 8:15am - 9:00am Seminar: 9:00am - 4:00pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received after July 7, $8pp
Workshop: Compilation and Review Engagements under the Requirements of the Newly Issued SSARS No. 21
(AA-WCREURNI) (1415-643) New guidance for compilations, reviews and preparation of financial statements under SSARS No.21. Differences between compilations and other engagements performed by the CPA. Activities and procedures required to perform compilations and reviews of financial statements. Professional standards and risk factors to be considered when planning compilations and reviews. Working paper techniques for these engagements. Examples of reports, engagement letters, representation letters, Spanish reports and diverse variation of reports will be discussed. Participants will prepare compilation reports which will be discussed by the group as part of the workshop.
Instructional Delivery Method: Group Live
CPE Credits: 12 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: General accounting and auditing knowledge.
Advance Preparation: None
Level: Intermediate
Date: July 27, 28, & 29, 2015
Registration: 2:15pm – 3:00pm Workshop: 3:00pm – 7:00pm
Instructor: María Morales Hernández, CPA, CGMA
Additional Charges: Applications received after July 24, $8pp
Disclosure Principles (AA-DP) (1516-018) Disclosure requirements for financial statements under GAAP and other accounting framework. Explanation of disclosure techniques and disclosure examples. Full disclosure vs adequate disclosure. General disclosure financial statements disclosures = distinction between policy and disclosures of other accounting. Recent development in disclosures. Plenty examples of disclosures by area and subject. Discussion of common mistake.
Instructional Delivery Method: Group Live
CPE Credits: 8 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: BBA with major in accounting or auditing. Six months experience in auditing.
Advance Preparation: None
Level: Intermediate
Date: August 3 & 4, 2015
Registration: 2:15pm – 3:00pm Seminar: 3:00pm – 7:00pm
Instructor: María Morales Hernández, CPA, CGMA
Additional Charges: Applications received after July 31, $8pp
Personal Financial Statement Workshop
(AA-PFSW) (1516-019) Form and presentation of Personal Financial statements. Disposition of the Personal Financial Statements Guide, SOP-82-1 and the “Reglamento de la Comisión Estatal de Elecciones”. Procedures common to all personal financial statements. Effects of SSARS No. 21 on compilations and reviews of financial statements and engagements to prepare financial statements. Discussion of examples of reports under the new SSARS. Problems and exercises to be solved by attendees. Model personal financial statements will be as part of course materials.
Instructional Delivery Method: Group Live
CPE Credits: 6 (Accounting & Auditing)
NASBA Field of Study: Accounting
Pre-requisite: BBA, major in accounting and six months experience in financial accounting or public accounting.
Advance Preparation: None
Level: Intermediate
Date: August 6, 2015
Registration: 8:15am – 9:00am Seminar: 9:00am – 4:00pm
Instructor: María Morales Hernández, CPA, CGMA
Additional Charges: Applications received after August 3, $8pp
Cash Flow Statement Preparation, Presentation, Use and Analysis (AA-CFSPPUA) (1516-020) Instructional Delivery Method: Group Live
CPE Credits: 4 (Accounting & Auditing)
NASBA Field of Study: Accounting
Pre-requisite: BBA, major in accounting and six months experience in financial accounting or public accounting.
Advance Preparation: None
Level: Intermediate
Date: August 8, 2015
Registration: 8:15am - 9:00am Seminar: 9:00am - 1:00pm
Instructor: Marco A. Monrouzeau Bonilla, CPA, MBA
Additional Charges: Applications received after August 5, $8pp
Audit Workpaper Documentation and Techniques
(AA-AWDT) (1516-028) Instructional Delivery Method: Group Live
CPE Credits: 8 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: BBA with major in accounting including a course in auditing.
Advance Preparation: None
Level: Basic
Date: August 18, 2015
Registration: 8:15am – 9:00am Seminar: 9:00am - 5:30pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received after August 15, $8pp
Supervision and Review of Audit Workpapers
(AA-SRAW)(1516-029) Instructional Delivery Method: Group Live
CPE Credits: 4 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: Courses on audit planning and workpaper documentation. One year experience in auditing.
Advance Preparation: None
Level: Intermediate
Date: August 22, 2015
Registration: 8:15am – 9:00am Seminar: 9:00am - 1:00pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received after August 19, $8pp
Agreed Upon Procedures (AA-AUP)
Instructional Delivery Method: Group Live
CPE Credits: 4 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: At least one year auditing experience.
Advance Preparation: None
Level: Intermediate
(1516-030) Date: September 10, 2015 Registration: 2:15pm – 3:00pm Seminar: 3:00pm – 7:00pm
(1516-031) Date: November 12, 2015 Registration: 8:15am – 9:00am Seminar: 9:00am – 1:00pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received three days before the day of the seminar, $8pp
Budgeting: A Step Toward Decisions Based on Anticipated Results (AA-BSTDAR) (1516-021)
Instructional Delivery Method: Group Live
CPE Credits: 8 (Accounting & Auditing)
NASBA Field of Study: Finance
Pre-requisite: One year experience in managerial functions.
Advance Preparation: None
Level: Intermediate
Date: September 14 & 15, 2015
Registration: 3:15pm - 4:00pm Seminar: 4:00pm - 8:00pm
Instructor: Marco A. Monrouzeau Bonilla, CPA, MBA
Additional Charges: Applications received after September 11, $8pp
Evaluating Internal Controls in Small and Medium Sized Entities (AA-EICSMSE) (1516-032) Instructional Delivery Method: Group Live
CPE Credits: 3 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: Six months’ auditing experience.
Advance Preparation: None
Level: Intermediate
Date: September 22, 2015
Registration: 2:15pm – 3:00pm Seminar: 3:00pm – 6:00pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received after September 19, $8pp
Consideration of Fraud in an Audit Seminar
(AA-CFAS) (1516-053) Responsibilities and functions of the independent auditors. Planning the audit: exercising professional skepticism, discussing the risks of material misjudgmtents and identifying them. Assessing the risks and responding to the result of this assessment. Evaluating audit documenting. Communicating to management and those in governance.
Instructional Delivery Method: Group Live
CPE Credits: 3 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: Six months' experience in auditing.
Advance Preparation: None
Level: Basic
Date: September 30, 2015
Registration: 1:15pm – 2:00pm Seminar: 2:00pm – 5:00pm
Instructors:
Sra. Keyla Cabrera, Senior, Aquino, De Córdova, Alfaro & Co., LLP
CPA Norahilda Ramos Lebron, Gerente, Aquino, De Córdova, Alfaro & Co., LLP
CPA Eduardo Gonzalez Green, Socio, Aquino, De Córdova, Alfaro & Co., LLP
Additional Charges: Applications received after September 27, $8pp
Auditing Debts and Accrued Expenses (AA-ADAE) (1516-050) Instructional Delivery Method: Group Live
CPE Credits: 5 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: None
Advance Preparation: None
Level: Basic
Date: October 1, 2015
Registration: 8:15am – 9:00am Seminar: 9:00am – 3:00pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received after September 28, $8pp
Identification and Development of Management Letter Comments (AA-IDMLC) (1516-033)
Instructional Delivery Method: Group Live
CPE Credits: 4 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: Be a senior level professional.
Advance Preparation: None
Level: Advanced
Date: October 5, 2015
Registration: 2:15pm – 3:00pm Seminar: 3:00pm – 7:00pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received after October 2, $8pp
Capital Budget Process, Payback, Project Financial Alternatives Including Weighted Average Capital Cost
(AA-WACC) (1516-022)
Instructional Delivery Method: Group Live
CPE Credits: 8 (Accounting & Auditing)
NASBA Field of Study: Finance
Pre-requisite: BBA, major in accounting.
Advance Preparation: None
Level: Basic
Date: October 12 & 13, 2015
Registration: 3:15pm - 4:00pm Seminar: 4:00pm - 8:00pm
Instructor: Marco A. Monrouzeau Bonilla, CPA, MBA
Additional Charges: Applications received after October 9, $8pp
Revenue Recognition (AA-RR) (1516-051) Instructional Delivery Method: Group Live
CPE Credits: 4 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: BBA with major in accounting including a course in auditing.
Advance Preparation: None
Level: Basic
Date: October 20, 2015
Registration: 8:15am – 9:00am Seminar: 9:00am – 1:00pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received after October 17, $8pp
Accounting and Reporting for Debt and Other Long-Term Liabilities (AA-ARDOLTL) (1516-052)
Instructional Delivery Method: Group Live
CPE Credits: 3 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: BBA with major in accounting including a course in auditing.
Advance Preparation: None
Level: Basic
Date: October 23, 2015
Registration: 1:15pm - 2:00pm Seminar: 2:00pm - 5:00pm
Instructor: Patricia Jetter Heidelk, CPA, Sole Practitioner
Additional Charges: Applications received after October 20, $8pp
The New Auditor's Report (AA-NAR) (1516-023)
The auditor’s report as modified by the Clarity Project. Organization, contents and types of report. Unmodified, Modified, and Adverse opinions, Supplementary information, Other Matter and Emphasis of a Matter Paragraphs. Consideration of step up and step down in services, restriction of reports, and going concern issues. Considerations for Special Purpose Frameworks, including cash basis, tax basis and other accounting frameworks.
Instructional Delivery Method: Group Live
CPE Credits: 8 (Accounting & Auditing)
NASBA Field of Study: Auditing
Pre-requisite: Basic auditing knowledge and experience.
Advance Preparation: None
Level: Intermediate
Date: October 28 & 29, 2015
Registration: 2:15pm - 3:00pm Seminar: 3:00pm - 7:00pm
Instructor: María Morales Hernández, CPA, CGMA
Additional Charges: Applications received after October 25, $8pp
Prospective Financial Statements (AA-PFS) (1516-024) Instructional Delivery Method: Group Live
CPE Credits: 4 (Accounting & Auditing)
NASBA Field of Study: Accounting
Pre-requisite: General accounting and auditing knowledge.
Advance Preparation: None
Level: Basic
Date: October 30, 2015
Registration: 8:15am - 9:00am Seminar: 9:00am - 1:00pm
Instructor: María Morales Hernández, CPA, CGMA
Additional Charges: Applications received after October 27, $8pp
Financial Statement Analysis: Basis for Management Advice
(AA-FSABMA) (1516-025) Instructional Delivery Method: Group Live
CPE Credits: 8 (7 A&A, 1 General; accepted for CMA and CFM continuing education credit)
NASBA Field of Study: Finance
Pre-requisite: None
Advance Preparation: None
Level: Basic
Date: November 5, 2015
Registration: 8:15am - 9:00am Seminar: 9:00am - 5:30pm
Instructor: Marco A. Monrouzeau Bonilla, CPA, MBA
Additional Charges: Applications received after November 2, $8pp
Place: Colegio de CPA, Capital Center Building I, PH-2, Hato Rey
Cost:
VALUE PACK: 8% discount when you enroll in 36 CPE Credits or more
3 CPE Credits: CPA & Foundation Members $40 Others $55
4 CPE Credits: CPA & Foundation Members $54 Others $70
5 CPE Credits: CPA & Foundation Members $62 Others $80
6 CPE Credits: CPA & Foundation Members $84 Others $100
8 CPE Credits: CPA & Foundation Members $105 Others $125
12 CPE Credits: CPA & Foundation Members $148 Others $160
*To obtain the applicable discount through "online" registration, you must use code: "AAVP"
Materials: This course will be paperless and the materials will be distributed electronically. Once you enroll in the course you can access and download them through “Mi Perfil”, on the Colegio’s website, within the 12 working hours prior to the start of the course, until midnight of the course’s date. Electronic devices may be brought to the classroom to access the downloaded materials.
Electronic evaluation: Once you have registered your entry to this educational activity, you can quickly and easily access and complete the evaluation through "Mi Perfil". On our website "Home" page you will find detailed instructions for completing the form.
Notice: The Colegio de CPA reserves the right to substitute instructors and suspend a course due to insufficient enrollment or other causes beyond our control. We reserve the right to refuse admission. Space is limited. Registration is subject to the available slots. The tuition price for CPA applies to those whose membership fee is up to date at the time of registration.
For registration, click here.
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Colegio de Contadores Públicos Autorizados de Puerto Rico
Edif. Capital Center Torre Sur, 239 Ave. Arterial Hostos, Ste. 1401, San Juan PR 00918
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