Events Search
  Summary & Check Out (0)
Monday, December 22, 2025 Live Webcast

Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements (X4-6974788)

11:00 AM - 6:40 PM EST
webcast

Vendor Platform

8 CPE Credits in AA

OVERVIEW

Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement.  This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet efficient, nature.

DESIGNED FOR

Anyone who prepares or reviews workpapers

BENEFITS

  • Identify minimum documentation requirements contained in the SSARSs, SASs and SSAEs
  • Explain best practices for preparing and reviewing workpapers to ensure an effective and efficient engagement
  • List the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control over the audit practice
  • Apply techniques in case studies and examples for preparing and reviewing workpapers

HIGHLIGHTS

  • Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions
  • Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit
  • Tips for an efficient workpaper review process that complies with relevant standards 
  • Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control
  • Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation

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

PRICING

$225.00 - Member

$275.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 22 at 10:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

ACPEN

ALSO QUALIFIES FOR