**Note that this session was recorded on October 24th, 2024. The session and the material remain relevant if you are looking for guidance on how to ensure the documentation in your compilation engagement complies with CSRS 4200, Compilation Engagements.**

Now that the new standards have been implemented, we turn our attention to efficiencies. This session will provide staff with the confidence to move through the new compilation engagement standard requirements efficiently and ensure the file documentation protects the firm from potential claims under the new requirements. We will spend a portion of the time addressing client expectations and deliverables, leaving the latter part of the session open for Q&A.

In this session, we will cover considerations related to:

• Compilation engagements vs. assurance engagements.
• Appropriateness of the basis of accounting.
• Documentation of significant judgements.
• Protecting the firm from potential claims.
• Ensuring client deliverables are complete and accurate.