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Agreed Upon Procedures

  • Accountant
  • CPA (CA)
  • CIA
  • CPA (US)
  • IAP
  • QIAL
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

The agreed-upon procedure is probably one of the most under-utilized service engagements in the CPA's arsenal. An agreed-upon procedure engagement is one in which a practitioner is engaged by a client to issue a report of findings based on specific procedures performed on the subject matter. It is one of the alternate attestation services provided by the CPAs. Usually, the client engages with the practitioner to assist specified parties in evaluating subject matter or an assertion as a result of a need or needs of the specified project. 

This online CPE webinar covers the following key topics:

  • Recent changes for the upon procedures
  • Common uses of agreed-upon procedures
  • Common users of agreed-upon procedures
  • Nature and extent of services
  • Identifying responsible person for the procedures performed
  • Key characteristics of practitioners reporting about the procedure

Advantages of Agreed-upon services:

  • Customized service
  • Can be performed at any time during the year
  • Are independently prepared by credible professionals
  • Flexibility to select the procedures required to perform according to purpose
  • Cost-effective
  • Can be a standalone or a supplement service to other engagements such as audits and consultation

The online CPE webinar explores Agreed-upon procedures as a sustainable source of revenue and business development for the CPAs.

Learning Objectives

  • To review the recent changes for agreed-upon procedures
  • To recognize the most common uses/users
  • To identify who is responsible for the procedures performed
  • To recognize the ultimate reporting provided by the practitioner

Recommended For

  • This CPE course is recommended for CPAs in practice desiring to explore Agreed-upon procedures as a sustainable source of revenue and business development.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Auditors
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Accounting & Auditing for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Auditing for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Auditing or Auditing(Governmental) for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Auditing or Auditing(Governmental) for Internal Audit Practitioner (IAP)
  • 1 CPE Credit of Auditing or Auditing(Governmental) for Qualification in Internal Audit Leadership (QIAL)
  • 1 CPE Credit of Audit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Brad Muniz

Partner, SobelCo

Brad E. Muniz, CPA, Partner in Charge of Accounting and Auditing at Sobel & Company LLC, CPAs, Livingston, services businesses and individuals in the areas of accounting, auditing, tax and business consulting.  Brad has over 30 years of experience in the areas of financial reporting, tax compliance and planning for closely held businesses, SEC registrants, non-profit organizations, individuals, and strategic business planning.  Brad has significant experience in a variety of industries, including broker/dealers, real estate, technology/life sciences, retail, manufacturing, not-for-profit and SEC reporting.

A member of the New Jersey Society of CPAs since 1991. He has served on the NJSCPA Board of Trustees as president, secretary, treasurer and trustee. He served on the Finance, Committee Operations, Chapter Operations, NJ-CPA-PAC and Retirement Savings Plan committees;  and Education Foundation Board of Trustees. He has served as a member of the Scholars Institute Advisory Board; Strategic Planning and Volunteer Relations committees; Accounting & Auditing Standards Interest Group; and as a Scholarship Fund Board of Trustee. In the Morris/Sussex Chapter, he has served as president, vice president, treasurer and director.  He currently serves as Chair of the NJCPA Education Foundation and a member of the Professional Conduct Committee.

He is a member of the Allinial Global and has served on its CPE Committee and as vice chair of the Accounting & Auditing Committee.

In his community, Muniz is a board member for Stickley Museum at Craftsman Farms and served as treasurer for Family Intervention Services, and has served as a board member of for numerous other not for profit organizations, and member of the Knoll Golf Advisory Committee.

Muniz earned his B.A. in accounting from William Paterson University, where he currently serves on the College of Business Advisory and Advancement Board. He and his wife, Diane, reside in Parsippany.

About Company

SobelCo

sobelcollc.com

SobelCo is a certified public accounting & consulting  firm that has specialized in serving middle market  family-owned businesses in the NY/NJ area since 1956.

We're proud of our mission and proud to be leaders in the community.  We help our clients succeed  by fostering an environment that encourages our staff's personal and professional growth, combined with a passion for the firm’s core values. 

To accomplish this, we deliver a  range of services including accounting, tax, & business consulting across various industries such as retail, manufacturing, distribution, construction, professional services and nonprofits. In addition,  we offer internal controls, corporate integrity consulting, fraud and forensic services and strategic planning. 

Our clients appreciate our technical expertise, our business acumen and our industry knowledge - but more than anything they appreciate our hands-on, partner level approach. We want our clients to know they are well-cared for and we work hard to maintain consistent communication with them, meeting with them informally and formally - arranging  scheduled meetings and well as the occasional casual breakfast to discuss an emerging business challenge.

Our firm embraces core values that guide our actions and define our commitment. These core values reflect the way we treat each other, our clients and our community.  As  a result we have a culture that nurtures staff, provides excellent client service and gives back to our community.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

835 Ratings

Excellent

492

Very Good

303

Average

39

Poor

1

Terrible

0

SF

Sultan Faretdinov, CPA (US)

Nov 24th, 2020

Brad really did went a step ahead in explaining the importance of the agreed upon procedures and made us realise how important it is in today's world. After attending this webinar i was clearly able to identify the responsible persin for the procedures performed, and we were able to recifity at that very step only. I am glad to have been able to make these agreed upon procedures list which initally felt like a less required or not so important task.

MS

Mike Scherer, CPA (US)

Mar 4th, 2022

N/A

MR

Melissa Rothe, CPA (US)

Feb 10th, 2022

While the instructor was great, he went a little fast through the material. But overall it was a great class.

RW

Robert Wehland, CPA (US)

Mar 3rd, 2022

4 out of 5, information was not very relevant for me

RR

Rodney Robinson, SHRM - SCP

Mar 3rd, 2022

I thought the presentation was pleasant and well put together.

Agreed Upon Procedures

FREE

1 Credit

Subject Area

Auditing

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