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Wednesday, November 29, 2023 Live Webcast

Audit 306: Reviewing Workpapers - A Role in Quality Control (X2-36677)

12:00 PM - 2:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

Reviewing Workpapers - Embracing Responsibilities for Quality Control will provide the tips and tools for satisfying important workpaper reviewer responsibilities. Audit documentation provides the principal support for an auditor's report.

DESIGNED FOR

Anyone who has workpaper review or quality control responsibilities on audits or other attest engagements

BENEFITS

After attending this presentation, you will be able to...

  • Identify documentation as a means of audit quality
  • Determine critical responsibilities of a first-level reviewer
  • Distinguish common review notes at various phases of the audit

HIGHLIGHTS

The major topics covered in this course include:

  • Documentation as a means of audit quality
  • Responsibilities of the workpaper reviewer
  • Appropriate review notes at various phases of the engagement, including before and after audit report date and report release
  • Important tips for providing reviews notes that will promote an effective and efficient financial statement audit

COURSE LEVEL

Intermediate

PREREQUISITES

Experience preparing workpaper documentation

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