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Tue, Jan 30


Webinar (1.5 CPD Hours)

Agreed Upon Procedures

In affiliation with GTA Accountants & Finance Network. A detailed review of Agreed Upon Procedures engagements with a focus on determining procedures and reporting findings and exceptions using real-life examples and practical guidance on documentation.

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Time & Location

Jan 30, 2024, 11:00 a.m. EST

Webinar (1.5 CPD Hours)

About the Event

Agreed-upon procedures engagements are a good tool to meet your client’s needs. There are times when an assurance engagement does not meet the requirements of the users' needs or does not make sense in the circumstances. An agreed-upon procedures engagement can be performed on both financial and non-financial subject matters.

This course will help practitioners to understand unique aspects of an agreed-upon procedures engagement including determining procedures that are objective and not subject to interpretation. Unlike an assurance engagement where the practitioner determines the appropriate procedures, the engaging party and the practitioner determine the procedures which result in factual findings. This session walks through real-life examples of agreed-upon procedures to help better meet the needs of clients.

Through illustrative examples, guidance on practical application and exploration of the standard, you will strengthen your ability to develop agreed-upon procedures and report findings and exceptions.

By the end of the session participants will be able to:

  • Appreciate the requirements of CSRS 4400
  • Understand client acceptance or continuance matters including independence considerations
  • Establish appropriate terminology for procedures to be performed
  • Determine when the use of an expert may be required
  • Understand the requirements of the engagement letter
  • Report findings and understand how exceptions are identified
  • Prepare the AUP report

Instructor(s): Kirsten Albo, FCPA, FCA, ICD.D, President of ASK KSA Consulting Inc.


  • 1.5 CPD Hours

    Tax: HST included
    Sale ended



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