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July 14 - 17, 2025 Live Webcast

Level I: Basic Staff Training (E2507041)

10:00 AM - 4:00 PM EDT each day
webcast

Vendor Platform

19.2 CPE Credits in AA
2.4 CPE Credits in MT
2.4 CPE Credits in TX

OVERVIEW

Part one of a five-course series addresses common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: work paper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts.

DESIGNED FOR

New audit staff with less than one year of experience

BENEFITS

To improve inexperienced staff members′ knowledge, skills and attitude to enable them to be more productive and profitable on audits, reviews and compilations.

HIGHLIGHTS

  • Role of new staff
  • Understanding audit objectives
  • Accounting data analytics
  • Working paper techniques
  • Analytical procedures
  • Compilation and review services
  • Tax recognition and research techniques
  • Auditing/reviewing selected accounts

COURSE LEVEL

Basic

PREREQUISITES

0 to 12 months

ADVANCE PREPARATION

None

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
(5.0)

Kaplan Financial Education, Powered by Loscalzo

Read bio

PRICING

$830.00 - Member

$1,030.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AHI