Effective Workpaper Techniques: Building a Better Workpaper Webcast | 4201664A

Course Details


Friday, June 19, 2020

5:30am – 1:00pm
(Registration: 5:00am)

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 tax accountants
Legal consequences of workpaper content
Attestation standardsdocumentation
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.

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 $400.00

CPE Choice

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

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