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Friday, November 7, 2025 Live Webcast

Best Practices: Conducting Meaningful Walkthroughs (X2-57778)

11:00 AM - 1:00 PM EST
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs.

DESIGNED FOR

Auditors looking to conduct meaningful walkthroughs

BENEFITS

After attending this presentation, you will be able to...

  • Recall the purpose of a walkthrough.
  • Perform proper procedures while conducting a walkthrough.
  • Identify red flags that may arise while performing walkthrough procedures.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Review of audit procedures.
  • Documentation requirements.
  • Real world examples of red flags that may arise.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jaclyn Veno

Jaclyn M. Veno, CPA

Galasso Learning Solutions

Jaclyn M. Veno, CPA

Learning & Development Specialist

With an extensive background in accounting, auditing, and adult learning theory, Jaclyn is a licensed CPA who oversees the development of Level Training programs for Galasso Learning Solutions. Our students share that she creates highly-engaging, 5.0 rated curricula with case studies, hands-on activities, and even games.

Prior to joining our team, Jaclyn worked for two of the Top 10 CPA firms where she was entrusted with significant responsibilities including managing teams in India, leading revenue testing, and overseeing more than 20 acquisition audits from start to finish. With both a bachelor’s and master’s degree in accounting from Clemson University, as well as certificates in Adult Learning Theory, Instructional Design, Training & Facilitation, and E-Learning Instructional Design, Jaclyn is a trusted facilitator known for explaining complex concepts in compelling ways.

In her personal life, Jaclyn loves to dive into DIY projects with her husband, from renovating rooms to building furniture. She also enjoys exploring downtown Greenville, SC, the beautiful Swamp Rabbit Trail, and time at home with her two rescue kittens.

PRICING

$79.00 - Member

$99.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 7 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings

ALSO QUALIFIES FOR