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Tuesday, October 30, 2018 Live

Audit Workpapers: Documenting and Reviewing Field Work (E1810341)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in AA

OVERVIEW

Workpapers are the building blocks of an audit. If it’s not in the workpapers, the manager and partner might not know about it or consider its ramifications. A poorly prepared workpaper is a time-waster for managers and partners, so training in proper workpaper preparation is critical. During this seminar, learn the fundamentals of workpaper preparation – including form and content – and explore examples which show field work supervisors what factors to consider and what steps to follow when reviewing workpapers.

DESIGNED FOR

Staff auditors who create workpapers and supervisors/seniors who supervise audit engagements.

BENEFITS

  • Identify professional standards regarding working paper documentation and proper working paper technique
  • Identify the tasks in supervisory-level reviews of workpaper documentation for audit engagements necessary to ensure compliance with current professional standards

HIGHLIGHTS

  • Definition of and basic requirements of a workpaper
  • Preparing and maintaining workpapers
  • Different types of workpapers
  • Documenting audit tests
  • Improving workpaper technique
  • Working paper basics
  • Conducting the review
  • Common shortcomings of working papers

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • *AICPA members deduct an additional $30 from applicable price.

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTOR

Lawrence Isaac

Lawrence S. Isaac, CPA, CGMA, CITP CBM, M.B.A.

Accountant, Consultant, and Educator

AICPA/Professional Development Institute

Lawrence S. Isaac, CPA, CGMA, CITP, CBM, MBA Brooklyn, NY Larry has a successful background in financial reporting, consulting, cash management, forecasting, budgeting, customer contract, revenue analysis, internal audit and external audit. He is also an accounting instructor with expertise in teaching, course development/review in the areas of: financial statement analysis, financial and management accounting, budgeting, forecasting, and auditing. Larry received his Master of Business Administration, with his concentration in Management from Bentley University, Waltham, MA and his Bachelor of Science, with concentration in Accounting from Boston University School of Management. Larry has the following special skills: Access, Adobe, ADP, AmiPro, BAT21, Blackboard, CARI, Ceridian, CODA, Epson Smart-Link, Excel, FRX Report Writer, Imprest, KRONOS, Lawson, Lotus, Lotus Notes, MAS 500, Oracle, Outlook, Paychex, Peachtree, PowerPoint, ProSystem FX, Q-Calc, QuickBooks, ROSS, Solomon, Turbo Tax, Word, WordPerfect and he has the following affiliations: Advisor, Council of Accounting Advisors; Advisor, Guide point, Global Advisors; Member, Blue Chip Expert Society of Industry Leaders; Member, Cambridge Who’s Who; Member, KPMG Institute Network; Member, BOARDPROSPECTS; Instructor and Course Reviewer, American Institute of Certified Public Accountants; Course Reviewer, Ultimate CPE; Webinar Developer and Instructor, FOXMOOR Continuing Education; Webinar Developer and Instructor, MIS Training Institute; Member, New York Society of Certified Public Accountants; Member, Massachusetts Society of Certified Public Accountants; Member, Institute of Internal Auditors; Member, Association of Professionals in Business Management; Diplomate, American Board of Forensic Accounting.

PRICING

$379.00 - Nonmember

$279.00 - Member

AICPA members receive a discount of $30 for this event.

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

American Institute of CPAs