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Event Information

Better Workpapers: Document what is required, what matters, and no more Webcast | 4202785D STARTS AT 6:30 AM PDT
Date: September 29, 2020
Event Start time: 6:30 AM   End time: 2:00 PM
Location: Webcast

Facility: Webcast Rebroadcast

 


Member:       $289
Nonmember: $389

CPE Credits:

8.00 CPE: Continuing Professional Education Technical
8.00 AA: Auditing & Accounting


 

Tired of workpapers always growing? Learn to identify required documentation and relevant risks. Make meaningful improvements to stay peer review compliant. Cases studies will compare and contrast different operations/risk profiles.  Decrease time consuming, peripheral documentation of non-risk areas. Discuss reviewing tips and team/client management best practices to save time and effort. 

Bonus Section: To further increase time management skills, there will be Productivity Hacks, Apps, Tips and Tricks section.

Formerly titled: Documentation Requirements, Design and Reviewing Techniques of Workpapers

 

 

Objectives:
 
  • Know what documentation is required, and where.
  • Determine and outline key risk areas and how to more efficiently document them.
  • Review workpaper tips and establish best practices for team management.
  • Recognize productivity hacks, apps, tips and tricks.
 

Major Subjects:
 
  • Common deficiencies in engagement documentation as noted in peer reviews.
  • Standard workpaper documentation best practices.
  • The effect of working papers on the CPA's legal liability
  • Documentation relating to specific areas of fraud, use of estimate, related parties, legal contingencies and the ability of the entity to continue as a going concern.
  • How to best address analytics. 
  • Management process and approach to workpaper review.
 

Level of Difficulty:
Overview

Field of Interest:
Auditing

Prerequisites:
 

None.

 

Designed For:
 

CPAs, auditors and financial professionals.

 

Advanced Prep:
 

None.

 

Event Notes:
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