Before attending Step by Step: Agreed-Upon Procedures,professionals may feel overwhelmed by the complexity and nuances of the new SSAE 19 standards for Agreed-Upon Procedures engagements. The lack of a practical framework can lead to uncertainty in applying these standards effectively.
After completing this course, participants will emerge with a clear, step-by-step understanding of how to conduct AUPE engagements successfully. Jeff Sailor's engaging and practical teaching approach bridges the gap between theory and practice, offering insights into the purpose of AUPE, various options for execution, and correct reporting techniques. Participants will also learn how to avoid common language pitfalls and ensure comprehensive documentation. The transformation involves moving from confusion to clarity, from uncertainty to confidence, ensuring that professionals are well-equipped to handle AUPE engagements in line with the latest standards.
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the purpose of an agreed-upon procedures engagement
Identify various options for AUPE
Apply the provisions for performing an AUPE
Identify language to be avoided when reporting
Apply proper documentation
Major Topics
Determining Engagement Acceptance
Agreeing Upon the Procedures
Performing the Procedures
Obtaining Written Agreement of Appropriateness
Presenting Findings
Obtaining Representations
Preparing the Report
Preparing Documentation
