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October 21 - 24, 2024 Live Webcast

Level I: Basic Staff Training (E2410061)

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

Richard Ferdinand

Richard A. Ferdinand, CPA, M.B.A.

Richard Ferdinand, CPA Rich Ferdinand, CPA, specializes in providing financial and general management services to the small- and medium-sized business markets (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.

Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of New Jersey, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago.

PRICING

$830.00 - Member

$1,030.00 - Nonmember

Register Today


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

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COURSE DEVELOPER

AHI