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Audit Skills Training Level 3: Experienced Staff

When
Oct. 3 - Oct. 4
8:00 a.m. - 4:00 p.m.

Where
Pennsylvania Institute of CPAs
Philadelphia - Map it

CPE Credits
16-A&A

Details

 Pricing

PICPA Member: $549 | Nonmember: $649

CLE Credit Add-On: $100


 More Information

Course No.
712200
Level
Intermediate
Prerequisites
Familiarity with SASs and FASBs
Note
Designed for experienced staff with one to two busy seasons of experience.

Description

Transition from staff auditor to performing more complex audit procedures and assuming more responsibility handling financial reporting issues. Understand how to properly safeguard independence when performing both attest and nonattest services. Learn how to alter the nature, timing, and extent of audit procedures to be commensurate with assessed risk of material misstatement, including fraud risk.

Highlights

  • Code of conduct: independence considerations when performing attest services
  • Assessing fraud risk in a financial statement audit
  • Risk-based audit concepts
  • Internal control testing for operating effectiveness
  • Investments: auditing common investments held by entities
  • A/R and revenue: auditing revenue recognition potential fraud and error
  • Best practices in substantive analytic procedures
  • Financial statement reporting: disclosures and report modifications
  • Case studies and exercises to reinforce key points


Speaker(s)

Jennifer F. Louis, CPA

Jennifer F. Louis, CPA, has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and "soft skills" topics needed for professional and organizational success.  She is the principle author of audit and attest related courses for Surgent and frequent speaker at Surgent live programs and seminars.  She has received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills.  Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing.  Prior to that, she was executive vice president/director of training services at AuditWatch, Inc.

Before joining AuditWatch, Ms. Louis was the financial/operational audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program.

Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.


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