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August 26 - 27, 2025 Live Webcast

Audit Staff Essentials - Experienced In Charge or Senior (E2508201)

8:45 AM - 4:30 PM EDT each day

Registration: 8:30 AM EDT

webcast

Vendor Platform

16 CPE Credits in AA

OVERVIEW

This is the final installment in a comprehensive four-part series designed to equip new audit staff with the foundational knowledge essential for success. It covers the more complex facets of auditing, tailoring its content to meet the needs of new senior or in­charge audit staff members. Participants can expect to receive valuable guidance through relevant examples and practical exercises, all aimed at honing their skills for gathering effective audit evidence in these advanced areas. Beyond the requisite technical knowledge, this course offers a detailed overview of the typical responsibilities shouldered by new senior/in-charge audit staff. This includes an in­depth exploration of the audit process, with particular emphasis on topics such as materiality, risk assessment reviews, gaining an understanding of the entity, addressing opening balances, considerations for group audits, and the examination of interim financial information. Additionally, the course provides a thorough examination of the risk assessment process, ensuring that participants are well-versed in this critical area. Senior/in-charge audit staff members will find themselves engaging with progressively advanced topics that are integral to their roles, including but not limited to, contingencies, revenue recognition, investments, intangible assets, and various financial reporting issues. Through a combination of discussion, examples, and exercises, this course equips participants with the knowledge and skills necessary to excel in their roles and contribute effectively to the audit process.

DESIGNED FOR

In-charge and experienced audit staff with more than two to three years of audit experience

BENEFITS

  • Apply the key skills related to engagement management and supervision.
  • Apply the procedures needed in increasingly complex audit and accounting areas.
  • Identify the considerations for proper financial reporting, including financial statement preparation.
  • Identify the components of an auditor's report and under which circumstances modifications will be made.

HIGHLIGHTS

  • Risk assessment
  • Internal controls
  • Engagement management and supervision
  • Revenue recognition
  • Estimates and fair value measurements
  • Pensions, leases, equity, and income taxes
  • Using a service organization
  • Financial reporting
  • Concluding the audit

COURSE LEVEL

Basic

PREREQUISITES

2-3 years of audit experience

ADVANCE PREPARATION

None

INSTRUCTOR

Jason Carney

Jason W. Carney, CPA, CISA, PMP, CISSP, CCSP, Esq.
(4.8)

Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq., is a senior manager at ABS, Inc., a boutique consulting firm based in the Washington, DC metro specializing in complex accounting issues. He is also the principal for IRS Problem Free, a tax resolution service. He has more than 15 years of experience in public accounting, consulting, and industry. His specialties include technical accounting, financial statement audit, information security, and tax controversy. Jason has worked in the financial services, software, and federal finance sectors. Jason has taught more than 100 CPE courses for audiences across the country. He has been consistently well-received and specializes in adapting content for the unique needs of each audience. He believes that relevant and engaging training is essential for career development and business success. Jason is a member of the Minnesota Society of CPAs and was a President’s Scholar at the University of Saint Thomas Law School. He is a member of the Minnesota Bar and holds CPA licenses in four jurisdictions. He is a former Treasurer for Fort Safety, a non-profit focused on keeping families and children safe online. He wrote “What is Business Intelligence and Why Should CPAs Care?” for Footnote magazine and contributed to the upcoming publication, What Every Lawyer Needs to Know About Client Trust Accounts.

PRICING

$615.00 - Member

$765.00 - Nonmember

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Note: Online pre-registration will close on August 26 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

American Institute of CPAs
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