Becoming an AICPA Peer Review Team or Review Captain: Case Study Application

Overview

Understanding system and engagement reviews

As a current or future team or review captain, you will learn to successfully plan for, perform, and report on both system and engagement reviews. You will also be further introduced to the administrative and committee roles in the Peer Review Program.

Becoming a certified peer review team captain

This two-part CPE curriculum features:

A set of online self-study modules, (Becoming an AICPA Peer Review Team or Review Captain)[https://www.aicpa-cima.com/cpe-learning/course/becoming-an-aicpa-peer-review-team-or-review-captain], that should be completed first, and

This course, *Becoming an AICPA Peer Review Team or Review Captain: Case Study Application*, that should be completed after the self-study modules.

Note: Each offering of this case study application course is broken into three segments (generally, Monday, Wednesday, and Friday of a given week). You must attend all three segments to receive credit for this portion of the curriculum.

Objectives

Distinguish between the processes to effectively plan system and engagement peer reviews.
Identify steps needed to understand a firm's system of quality management.
Identify the differences between the various types of peer review reports.
Identify the impact and effect that organizational issues have on a firm's system of quality management.

Highlights

The role and qualifications of the peer reviewer in system and engagement reviews

Objectives and requirements related to peer reviews in a peer review program

Steps in a peer review engagement

Writing peer review reports

Assisting firms in preparing letters of response

Planning and conducting the exit conference

Engagement reviews and their distinct differences from system reviews

Designed For

Those who wish to become peer review team captain qualified.

Prerequisites

Completion of “Becoming an AICPA Peer Review Team or Review Captain” [https://www.aicpa-cima.com/cpe-learning/course/becoming-an-aicpa-peer-review-team-or-review-captain],

Notice

You will receive an email from the AICPA with instructions to access the webinar.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Michael Brand, Member, BMSS Advisors and CPAs

Leader Bios

Michael Brand, Member, BMSS Advisors and CPAs

Michael L. Brand is currently a member in the firm of BMSS, LLC working out of their Huntsville, AL office with an emphasis in auditing and accounting services, peer review, litigation support, and quality management. He has been in the practice of public accounting for over 34 years.

Mike is a member of the AICPAs Audit Standards Board and was formerly a member of the AICPA’s PCPS Technical Issues Committee, is a past chair of the Alabama Society of CPAs Board of Directors; past co-chair of the AICPA’s ENGAGE conference; and past chair and current member of the steering committee for National Advanced Accounting and Auditing Technical Symposium at ENGAGE. He serves as a committee member of the Partners in Peer Review of the ASCPA, and the AICPAs Attestation Standards Task Force. He also serves on the Accounting Advisory Council for the University of North Alabama. Previously, he was chair of the Accounting and Review Services Committee, on the Professional Ethics Executive Committee, Peer Review Board, Joint Trial Board, and Quality Control Standards Task Force of the AICPA.

Return to Top