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Event Information

Better Workpapers: Document what is required, what matters, and no more Webcast | 4202785C
Date: September 29, 2020
Event Start time: 8:30 AM   End time: 4:00 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



  • 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:

Field of Interest:




Designed For:

CPAs, auditors and financial professionals.


Advanced Prep:



Event Notes:

This course will adjourn at 4 p.m.

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