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Fundamental Responsibilities for Reviewing Workpapers Webinar

CPE

When
Jan. 27
12:30 - 2:30 p.m.

CPE Credits
2-A&A

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
ESJLFRR2
Level
Basic
Prerequisites
None
Note
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

Description

Audit documentation provides the principal support for an auditor's report. Therefore, it is critical for workpaper reviewers to perform quality control procedures to ensure that technical, professional, and regulatory requirements are met. In addition, the workpaper review process should be used as a tool for professional development and promoting efficient audits. This course provides the tips and tools for satisfying these important workpaper reviewer responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:

After attending this presentation you will be able to...

  • Discuss documentation as a means of audit quality
  • Explain critical responsibilities for first-level reviewers
  • Describe common review notes at various phases of the audit

Highlights

The major topics covered in this class include:
  • Documentation as a means of audit quality
  • Responsibilities of the workpaper reviewer
  • Appropriate review notes at various phases of the engagement, including before and after audit report date and report release
  • Important tips for providing review notes that will promote an effective and efficient financial statement audit


Speaker(s)

Jennifer F. Louis, CPA Biography

 

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training.  She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm.  Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP.  At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor.  Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys.

 


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