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Friday, June 12, 2026 Live Webcast

Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements (X4-6968790)

10:00 AM - 5:40 PM EDT
webcast

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8 CPE Credits in AA

OVERVIEW

Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement.  This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet efficient, nature.

DESIGNED FOR

Anyone who prepares or reviews workpapers

BENEFITS

  • Identify minimum documentation requirements contained in the SSARSs, SASs and SSAEs
  • Explain best practices for preparing and reviewing workpapers to ensure an effective and efficient engagement
  • List the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control over the audit practice
  • Apply techniques in case studies and examples for preparing and reviewing workpapers

HIGHLIGHTS

  • Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions
  • Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit
  • Tips for an efficient workpaper review process that complies with relevant standards 
  • Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control
  • Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Read bio

PRICING

$225.00 - Member

$275.00 - Nonmember

Register Today


Note: Online pre-registration will close on June 12 at 9:30 AM.

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