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October 27 - 30, 2025 Live Webcast

Level III: Beginning In-Charge Staff Training (E2510201)

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
  • Plan Engagements
  • Assess risk and materiality
  • AI for Accountants
  • Nonstatistical audit sampling
  • Meet client needs
  • Complete engagements
  • Review assistants' work supervision

COURSE LEVEL

Basic

PREREQUISITES

2 to 3 years experience

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.
(5.0)

Read bio

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