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July 15 - 18, 2024 Live Webcast

Level I: Basic Staff Training (E2407041)

10:00 AM - 4:00 PM EDT each day
webcast

Vendor Platform

19.2 CPE Credits in AA
2.4 CPE Credits in TX
2.4 CPE Credits in MT

OVERVIEW

Part one of a five-course series addresses 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: work paper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts.

DESIGNED FOR

New audit staff with less than one year of experience

BENEFITS

To improve inexperienced staff members′ knowledge, skills and attitude to enable them to be more productive and profitable on audits, reviews and compilations.

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

COURSE LEVEL

Basic

PREREQUISITES

0 to 12 months

ADVANCE PREPARATION

None

ADDITIONAL NOTES

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.

INSTRUCTOR

Bonnie Kennedy

Bonnie Kennedy, CPA

Kaplan Financial Education, Powered by Loscalzo

Bonnie has nearly 20 years of experience in the accounting profession in public and private industry. She began in public practice with a regional accounting firm in New England before taking a position as the Controller and CFO of a manufacturing firm. Bonnie is now a full-time faculty member at an accredited university. With the regional CPA firm, Bonnie was involved in recruiting, interviewing, and mentoring new staff. She also designed and conducted CPE programs for the firm. After initial exposure to taxation and attestation work, Bonnie specialized in audits of manufacturing companies and not-for-profit entities. She has taught accounting and auditing courses at both the graduate and undergraduate levels, published articles in scholarly journals, and presented at national conferences. Bonnie is a member of the AICPA and the Rhode Island Society of CPAs.

PRICING

$830.00 - Member

$1,030.00 - Nonmember

Register Today


Note: Online pre-registration will close 24 hours prior to this event.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AHI