Level I: Basic Staff Training
Webcast Only
24.00 Credits
Member Price $700.00
Non-Member Price $800.00
Overview
Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA’s rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.
Highlights
Role of New Staff Understanding Audit Objectives Working Paper Techniques Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
Prerequisites
0 to 12 months
Designed For
New audit staff with less than one year of experience
Objectives
Improve inexperienced staff members’ knowledge, skills and attitude to enable them to be more productive and profitable on audits, reviews and compilations.
Preparation
None
Leader(s):
Leader Bios
Richard Ferdinand, AHI Associates
Rich Ferdinand specializes in providing financial and general management services to the small and medium sized business market (SMBs). Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance. He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation’s Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs.
Non-Member Price $800.00
Member Price $700.00