Currently, all CPE and networking events are offered virtually only. Visit our updated catalog »

Webinar (CA): Effective Workpaper Techniques: Building a Better Workpaper

Description

Creating dynamic workpapers that reflect a high level of clarity, competence and compliance can be challenging. Learn to build a better workpaper that also showcases your individuality and excellence. Gain a better understanding of the fundamental elements necessary to prepare, document and maximize the potential of each workpaper—particularly, in an attestation environment. Harness the advantages of software to power your workpapers.

Learning Objectives

• Determine software technologies to make your workpapers more effective and efficient.
• Recognize concepts that result in effective workpapers.
• Identify basic standardization techniques for better organization.
• Determine necessary skills and knowledge to determine appropriate workpaper content in accordance with professional standards.
• Recognize legal implications of workpapers.
• Identify how to improve your documentation for peer reviews and PCAOB reviews.
• Determine who gets a copy of my workpapers; should clients?

Major Topics

• Leveraging Excel
• Effective workpapers: form, function, appearance and content
• Paperless concepts
• Workpapers for industry, audit and tax accountants
• Legal consequences of workpaper content
• Attestation standards documentation
• Peer review or PCAOB review documentation

Provider
California CPA Education Foundation
Course Level
Basic
CPE Field of Study
Auditing
8
Who Should Attend

 CPAs, accountants, financial professionals and emerging professionals.

Instructor(s)
David Gosselin
Prerequisites

None

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Jun 29, 2021
9:00 am - 4:30 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

MEMBER


$ (% off)
$289.00

NON-MEMBER


$ (% off)
$389.00
Become A Member

Register for this Event

Webinar (CA): Effective Workpaper Techniques: Building a Better Workpaper


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×