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Webinar (CA): Staff Training for Accounting and Auditing: Beginning-in-Charge


Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this four-course series.

Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, develop your ability to assess risk and materiality and learn to make nonstatistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas.

All of AHI’s courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom’s features to preserve the same strengths of the in-person training:

• visual interaction between the instructor and all participants (plan to be “on screen” throughout the program)
• breakout rooms to ensure small group engagement and instructor interaction
• screen share for small group presentations
• easy delivery of video presentations
• fillable PDF for online note-taking in the course materials

Learning Objectives

• Identify and develop skills that allow you to advance more quickly to higher levels of responsibility.
• Outline ways to increase your firm’s profitability, including creating better audit plans, efficiently completing audits, supervising staff, reviewing workpapers, and interacting with partners and clients

Major Topics

• What is expected of the in-charge (2.5 hours)
• Plan engagements (5.5 hours)
• Nonstatistical audit sampling (2.5 hours)
• Assess risk and materiality (3.5 hours)
• Nonstatistical audit sampling (2.5 hours)
• Meet client needs (1.5 hours)
• Complete engagements (2.5 hours)
• Review assistants’ work papers (3 hours)
• Supervision (3 hours)

California CPA Education Foundation
Course Level
CPE Field of Study
Who Should Attend

Emerging accounting and auditing professionals.


Two-three years of public accounting experience.

Advanced Preparation

Please bring a calculator.

This webinar is produced by CalCPA. 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.

Event Information
November 8 - 10, 2021
9:00 am - 4:30 pm MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CA): Staff Training for Accounting and Auditing: Beginning-in-Charge

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