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20SR-0006: Staff Training: Beginning In-Charge (Virtual)

If you have questions about this event, please call us at 952-831-2707.

Multi-day course:
Monday, August 24, 2020 - Wednesday, August 26, 2020
8:30am - 4:30pm Central Time
24 CPE (17 technical, 7 non-technical)

Alternate dates & more options

Give your experienced staff members the training they need to assume higher levels of responsibility and become more profitable for your firm. In this three-day course, they'll get training to improve their planning, review, audit and other engagement capabilities; polish their communication skills; and build a strong foundation for effective staff supervision.

Major subjects

  • Expectations and responsibilities of a successful in-charge
  • Engagement planning steps, challenges and best practices to improve the quality and efficiency of the engagement
  • Assessing risk and materiality -- case study practice to determine planning and performance materiality; assess engagement risk, inherent risk and control risk; and link results to audit procedures
  • Best practices for minimizing engagement costs while ensuring high-quality audits
  • Case study practice assessing the risk of fraud and conducting a fraud brainstorming session
  • Case study practice applying auditing standards, making sampling decisions for the audit of a major financial statement account, and projecting sample misstatements to the population (including the consideration of sampling error)
  • Elements of effective selling and methods to sell additional services to existing clients
  • Best practices for completing engagements effectively, identifying engagement problems, tying up loose ends, reviewing assistants' work and conducting self-reviews
  • Identifying objectives and reviewing, documenting and communicating feedback related to assistants' work
  • Case study practice reviewing a set of workpapers
  • Importance of good supervision and effective on-the-job supervision techniques

Learning objective(s)

  • Advance more quickly to higher levels of responsibility and become more profitable
  • Plan and complete audits, supervise staff, review workpapers and interact with partners and clients

Who should take this program?

CPA firm staff with two to three years of experience

Fees

Our records indicate you are a nonmember. If you register, you will be charged $649.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $599.00
checkmark Standard Nonmember Fee $649.00

More program information

Instructor Bonnie Kennedy
Location Online
Area
of study
Accounting & audit
Field(s)
of study
Business Management & Organization - Non-Technical (7.0)
Auditing - Technical (17.0)
Level Intermediate
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Two to three years of experience recommended.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.