Audit Skills Training Lvl 3: New In-Charge or Senior Day 1 Webinar
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Audit Skills Training Lvl 3: New In-Charge or Senior Day 1 Webinar


Oct. 24
9:00 a.m. - 5:00 p.m.

CPE Credits
6-A&A; 2-Ethics



PICPA Member: $299 | Nonmember: $399

 More Information

Course No.
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from with the log-in information.


Auditing Skills Training: Level 3 is a two-day course presented on 10/24/2022 and 10/25/2022. Information and skills taught on Day 2 rely upon foundational skills built in the Day 1 session. Attendance for both days of the course is highly encouraged in order to receive the full range of information being presented. If attending both days, register for Day 1 and Day 2. CPE credit for Regulatory Ethics will only be eligible for those who attend the Day 1 session for Audit Skills Training Level 3. CPE credit for Day 2 will count towards Auditing only. 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. Learn how to ensure quality control of the engagement and better manage the client. Case studies and exercises are used to reinforce key points.

Learning Objectives:

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

  • Distinguish important concepts when evaluating independence and other critical principles in the Code of Professional Conduct
  • Recall advanced concepts in the planning and risk assessment phase of the audit, including ensuring further audit procedures are commensurate with risk
  • List tips for improving the value of required communications of internal control matters
  • Recognize common risks and techniques for auditing common investments
  • Indicate how to design and document strong substantive analytical procedures
  • List tips for improving quality control through the workpaper review process
  • Identify how to better manage clients and engagements for better efficiency
  • Recognize the impact of general audit procedures on audit reports and disclosures


The major topics covered in this class include:

  • Professional requirements for assurance providers, including independence - Understanding critical Code of Professional Conduct concepts
  • Advanced audit planning concepts - Ensuring an effective and efficient audit
  • Internal control deficiencies and other matters - Adding value through required auditor communications
  • Auditing investments - Understanding risks and procedures for the most common investments held by entities
  • Substantive analytic procedures - Strengthening evidence to satisfy audit objectives
  • Reviewing workpapers - Embracing responsibilities for quality control
  • Client and engagement management - Managing the black holes that erode profitability
  • Audit reporting advanced concepts - Understanding the impact of general audit procedures on disclosures and audit report modifications


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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