Learn the fundamentals of workpaper preparation and explore examples which show how to identify and correct workpaper deficiencies. Then take the mystery out of peer review with an explanation of the full peer review process.
Earn 4 CPE credits in AA.
Workpaper Preparation & Review
Michael Kaplan, CPA - Smolin, Lupin & Co., P.A.
Learn the fundamentals of workpaper preparation including what documentation is required to be kept in your file by professional standards. We will go over examples to help you learn how to review workpapers and how to identify and correct workpaper deficiencies.
How to Prepare for Your Peer Review
Frank Boutillette, CPA, CGMA, ABV - Withum
This session will take the mystery out of peer review. This session will explain the full peer review process from registering in PRIMA to getting your Pass Peer Review Report. Our discussions will focus on what peer reviewers deem critical and where firms go wrong causing an unsuccessful result.
$14 late fee will be applied after 5/8. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.