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October 28 - 31, 2024 Live Webcast

Level III: Beginning In-Charge Staff Training (E2410081)

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

Vendor Platform

19.8 CPE Credits in AA
4.2 CPE Credits in MT

OVERVIEW

Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, develop your ability to assess risk and materiality and learn to make non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas.

DESIGNED FOR

Beginning in-charge audit staff with 2-3 years experience

BENEFITS

Enable experienced staff to advance more quickly to higher levels of responsibility and become more profitable to their firms by helping them better plan and efficiently complete audits, supervise staff, review working papers and interact with partners and clients.

HIGHLIGHTS

  • What is expected of the In-Charge plan
  • Engagement assess risk and materiality
  • Nonstatistical audit sampling
  • Meet client needs
  • Complete engagements
  • Review assistants' work supervision

COURSE LEVEL

Basic

PREREQUISITES

2 to 3 years experience

ADVANCE PREPARATION

A&A Level II Semi-Senior Staff Training

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

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

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ALSO AVAILABLE

COURSE DEVELOPER

AHI