Better Workpapers: Document what is required, what matters, and no more Webcast | 4202785A STARTS AT 6:30 AM PDT

Course Details


Monday, June 22, 2020

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

Field of Study

Auditing (Governmental)

Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Tired of workpapers always growing? Learn to identify required documentation and relevant risks. Make meaningful improvements to stay peer review compliant. Cases studies will compare and contrast different operations/risk profiles. Decrease time consuming, peripheral documentation of non-risk areas. Discuss reviewing tips and team/client management best practices to save time and effort.
Bonus Section: To further increase time management skills, there will be Productivity Hacks, Apps, Tips and Tricks section.
Formerly titled: Documentation Requirements, Design and Reviewing Techniques of Workpapers


Common deficiencies in engagement documentation as noted in peer reviews.
Standard workpaper documentation best practices.
The effect of working papers on the CPA's legal liability
Documentation relating to specific areas of fraud, use of estimate, related parties, legal contingencies and the ability of the entity to continue as a going concern.
How to best address analytics.
Management process and approach to workpaper review.


Know what documentation is required, and where.
Determine and outline key risk areas and how to more efficiently document them.
Review workpaper tips and establish best practices for team management.
Recognize productivity hacks, apps, tips and tricks.

Designed For

CPAs, auditors and financial 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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