Effective Workpaper Techniques: Building A Better Workpaper

Course Details


Thursday, February 6, 2020

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study

Auditing (Governmental)

Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




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.


  • 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


  • 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.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

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

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