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Friday, July 7, 2023 Live Webcast

Audit 104: Audit Documentation - Workpapers To Pass Review (X2-36301)

12:30 PM - 2:30 PM EDT
webcast

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2 CPE Credits in AA

OVERVIEW

Audit Documentation - Creating Workpapers That Pass Review is an important foundational course. Proper documentation is essential to a high-quality audit and other assurance services, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion.

DESIGNED FOR

Appropriate for beginning audit and assurance providers or anyone who needs a refresher in preparing high quality workpapers

BENEFITS

Upon completion of this course, you will be able to...

  • Identify the minimum documentation requirements of the audit standards
  • Identify tips and techniques for self-review
  • Recognize common workpaper deficiencies
  • Recall how to prepare workpapers in proper form

HIGHLIGHTS

The major topics covered in this course include:

  • Proper documentation as a means of audit quality
  • Factors impacting the nature and extent of documentation
  • Sample workpaper index and other organization tips
  • Use of audit programs as means of audit documentation
  • Checklist for self-review of workpapers and clearing review notes
  • Multiple exercises on identifying workpaper deficiencies

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys