Speaking Events

Collemi Consulting & Advisory Services, LLC believes in the importance of actively participating in the profession and staying ahead of current trends and issues that impact those involved in U.S. and international financial reporting and auditing.  Salvatore A. Collemi, CPA is regarded as an industry leader and subject matter expert by various organizations and media outlets.

Mr. Collemi is a dynamic and engaging speaker, facilitator and educator. Whether you need him to serve as an opening keynote speaker to set the tone for a conference or trade show or provide expertise on a panel or break-out session, he is accustomed to speaking on a wide range of timely and relevant technical U.S. and International accounting, auditing, quality control, independence and ethics topics. He can work with conference organizers and CPE sponsoring organizations to customize any topic to meet attendees’ educational needs.

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How to Properly Perform an Agreed-Upon Procedures Engagement

June 22 @ 10:00 am - 12:00 pm

CPE Credit: 2 hours for CPAs

What does it take to properly perform an agreed-upon procedures (AUP) engagement under the AICPA Professional Standards? Find out in this session as we explore in detail AUP engagements, as they are one of the most misunderstood and under-utilized service out there for accountants. An AUP engagement is one in which a CPA firm or sole practitioner is engaged by a client to issue a report on findings based on specific procedures requested by their client (the “subject matter”). The client engages the CPA firm or sole practitioner to go on a “fact-finding” mission and report back to management what they have found and let management decide what to do next with that information. In these types of engagements, there is no assurance provided by the accountant.

Who Should Attend
CPA firms and sole practitioners who are either performing or considering performing AUP engagement services for small to mid-size private entities.

Topics Covered

  • Dispelling the myths surrounding agreed-upon procedures engagements
  • Nature and extent of this unique service
  • Identifying the terms subject matter and responsible party for the procedures performed
  • Proper reporting of findings to be included in the report


Learning Objectives

  • Recognize both practical and insightful perspectives on how a CPA firm or sole practitioner take into consideration the most recent changes for AUP engagements
  • Recognize the most common ways AUP engagements are used
  • Describe how to properly identify who is responsible party and what procedures should be performed




June 22
10:00 am - 12:00 pm
Event Tags:
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Group Internet Based
NJ United States


Wolters Kluwer

For information on booking Salvatore A. Collemi, CPA as a special guest speaker for your next event, contact us today.

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