Data Analytics & Journal Entry Testing for Auditors (X4-8480417)

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Wednesday, October 7, 2026 Live Webcast

10:00 AM - 1:00 PM EDT

Vendor Platform

1.5 CPE Credits in AA
1.5 CPE Credits in SK

This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs).

DESIGNED FOR

Current and aspiring CFO's and Controllers and/or Finance related professionals involved in teh budget process

BENEFITS

Define the budget process
- Understand varying budget cultures and choosing the right one for your organization
- Walk through a 12-step cure for the typical Budgetaholic
- Use Balanced Scorecard Budgeting
How to build a model that works
- How the right Chart of Accounts can simplify your work
- Building a volume sensitive model
- Budgeting to GAAP and for Board understanding
- Efficiently modeling payroll and benefits
- Identifying controllable and uncontrollable expenses
- Using variables to stress test your budget
Understanding core personality types
- Learning the type of person you are
- Managing and coping with the budget team
- Dealing with A, B and C players
- Connecting through disconnection
Identifying the ‘big picture” and your communications role
- Communicating so others can understand us
- Understanding a presentation’s anatomy
- Tips and tricks for budget presentation

HIGHLIGHTS

Defining the budget process
Common budgetary cultures and discussion of solutions
Does your budget need an overhaul or just a tune up?
How to make the budget flexible
Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
How to build a flexible budget model that works?
What are the steps we can take to budget for economic and external factors beyond our control?
How the right Chart of Accounts can simply your work
Budget and GAAP are not the same and why they are fine not to be
Efficiently modeling payroll and benefits
Identifying controllable and uncontrollable expense
Using key variables to stress-test your budget
Understanding your own leadership tendencies and applying them to your strengths?
Understanding core personality types
Learning what type of person you are?
Managing and coping with the budget team
Effectively dealing with the A, B, C and other players?
Identifying the ‘Big Picture’ and your role in effective communication
Communicating so others can understand us
Understanding a presentation’s anatomy?
Tips and tricks for budget presentations

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

PRICING

$109.00 - Member

$139.00 - Nonmember

Note: Online pre-registration will close on October 7 at 9:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

ACPEN

AREAS OF INTEREST

BUSINESS MANAGEMENT: Data analytics

Data Analytics & Journal Entry Testing for Auditors (X4-8480417)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Data Analytics & Journal Entry Testing for Auditors (X4-8480417)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

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