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Friday, August 7, 2026 Live Webcast

CFO Series: How to Survive an Audit and Avoid Pitfalls! (X2-60849)

11:00 AM - 1:00 PM EDT
webcast

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2 CPE Credits in AA

OVERVIEW

If the word "audit" makes your team groan, you're not alone. Whether it's an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions.

DESIGNED FOR

Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.

BENEFITS

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

  • Distinguish between internal, external, and compliance audits
  • Identify audit objectives and how to support them during engagements
  • Prepare effectively for the planning and fieldwork phases
  • Improve communication with auditors and reduce common audit friction
  • Respond confidently and constructively to audit findings

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Types of audits: external, internal, compliance, regulatory, objectives of each audit type, and how they differ
  • Aligning management’s role with auditor expectations
  • What to expect in the planning phase
  • Fieldwork survival tips and communication best practices
  • Documentation dos and don’ts
  • Responding to findings and building effective action plans
  • Avoiding common audit pitfalls

COURSE LEVEL

Intermediate

PREREQUISITES

None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients

ADVANCE PREPARATION

None

INSTRUCTOR

Robert Berry

Robert Berry, CPA
(4.4)

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PRICING

$79.00 - Member

$89.00 - Nonmember

Register Today


Note: Online pre-registration will close on August 7 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings