Effective Workpaper Techniques: Building A Better Workpaper

Course Details

Date

Tuesday, October 29, 2019

3:30am – 11:00am
(Registration: 3:00am)

Field of Study

Auditing (Governmental)

Course Number

4191664C

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA Education Foundation

Prerequisites

None.

Description

Creating dynamic workpapers that reflect a high level of clarity, competence and compliance can be challenging. Learn to build a better workpaper that also showcases your individuality and excellence.

Gain a better understanding of the fundamental elements necessary to prepare, document and maximize the potential of each workpaper—particularly, in an attestation environment. Harness the advantages of software to power your workpapers.

Highlights

  • Leveraging Excel
  • Effective workpapers: form, function, appearance and content
  • Paperless concepts
  • Workpapers for industry, audit and and to a less extent tax accountants
  • Legal consequences of workpaper content
  • Attestation standards documentation
  • Peer review or PCAOB review documentation

Objectives

  • Determine software technologies to make your workpapers more effective and efficient.
  • Recognize concepts that result in effective workpapers.
  • Identify basic standardization techniques for better organization.
  • Determine necessary skills and knowledge to determine appropriate workpaper content in accordance with professional standards.
  • Recognize legal implications of workpapers.
  • Identify how to improve your documentation for peer reviews and PCAOB reviews.
  • Determine who gets a copy of my workpapers; should clients?

Designed For

CPAs, accountants, financial professionals and emerging professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$245.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$375.00
Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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