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  4. Effective Workpaper Techniques: Building a Better Workpaper 2024

Effective Workpaper Techniques: Building a Better Workpaper 2024

Monday, July 29, 2024
Webcast or Webinar, Online
11:00AM - 2:30 PM (opens at 10:30AM) EST
4Credits

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$159.00 Regular Price
Non-Members
$209.00 Regular Price
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Course Type: Webcast
Course Code: 24/2126651
Level: Basic
Vendor: California CPA Education Foundation
Field of Study: Auditing

Overview:

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.

Objectives:

• Identify and determine software technologies to make your workpapers more effective and efficient • Recognize concepts that result in effective, standardized, and organized workpapers for both internal purposes as well as external peer and PCAOB reviews • Determine and develop necessary skills and knowledge to recognize appropriate workpaper content in accordance with professional standards

Major Topics:

• Leveraging Excel and technology in a paperless environment • Effective workpapers: form, function, appearance and content • Workpaper standards for industry, audit and tax accountants • Attestation standards documentation and consequences of workpaper content • Peer review or PCAOB review documentation

Major Topics:

• Leveraging Excel and technology in a paperless environment • Effective workpapers: form, function, appearance and content • Workpaper standards for industry, audit and tax accountants • Attestation standards documentation and consequences of workpaper content • Peer review or PCAOB review documentation

Designed For:

CPAs, accountants, financial professionals and emerging professionals.

Prerequisites:

None

 

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