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December 12 - 13, 2024 Live Webcast

Level III: Beginning In-Charge Staff Training (E2412061)

8:45 AM - 4:30 PM EST each day

Registration: 8:30 AM EST

webcast

Vendor Platform

12.5 CPE Credits in AA
3.5 CPE Credits in MT

OVERVIEW

Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, develop your ability to assess risk and materiality and learn to make non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas.

DESIGNED FOR

Beginning in-charge audit staff with 2-3 years experience

BENEFITS

Enable experienced staff to advance more quickly to higher levels of responsibility and become more profitable to their firms by helping them better plan and efficiently complete audits, supervise staff, review working papers and interact with partners and clients.

HIGHLIGHTS

  • What is expected of the In-Charge plan
  • Engagement assess risk and materiality
  • Nonstatistical audit sampling
  • Meet client needs
  • Complete engagements
  • Review assistants' work supervision

COURSE LEVEL

Basic

PREREQUISITES

2 to 3 years experience

ADVANCE PREPARATION

A&A Level II Semi-Senior Staff Training

ADDITIONAL NOTES

Per NASBA’s rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live – Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

INSTRUCTOR

Bonnie Kennedy

Bonnie Kennedy, CPA

Kaplan Financial Education, Powered by Loscalzo

Bonnie has nearly 20 years of experience in the accounting profession in public and private industry. She began in public practice with a regional accounting firm in New England before taking a position as the Controller and CFO of a manufacturing firm. Bonnie is now a full-time faculty member at an accredited university. With the regional CPA firm, Bonnie was involved in recruiting, interviewing, and mentoring new staff. She also designed and conducted CPE programs for the firm. After initial exposure to taxation and attestation work, Bonnie specialized in audits of manufacturing companies and not-for-profit entities. She has taught accounting and auditing courses at both the graduate and undergraduate levels, published articles in scholarly journals, and presented at national conferences. Bonnie is a member of the AICPA and the Rhode Island Society of CPAs.

PRICING

$615.00 - Member

$765.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 12 at 8:30 AM.

ADDITIONAL OPTIONS

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Print a registration form

COURSE DEVELOPER

AHI