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21WC-0234: Effective Workpaper Techniques: Building a Better Workpaper (Webinar)

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

Tuesday, June 29, 2021
10:00am - 5:30pm Central Time
8 CPE (8 technical)

Creating dynamic workpapers that reflect a high level of clarity, competence and compliance can be challenging. Learn to build a better workpaper that also showcases your individuality and excellence. Gain a better understanding of the fundamental elements necessary to prepare, document and maximize the potential of each workpaper -- particularly, in an attestation environment. Harness the advantages of software to power your workpapers.

Major subjects

  • Leveraging Excel
  • Effective workpapers: form, function, appearance and content
  • Paperless concepts
  • Workpapers for industry, audit and tax accountants
  • Legal consequences of workpaper content
  • Attestation standards documentation
  • Peer review or PCAOB review documentation

Learning objective(s)

  • Determine software technologies to make your workpapers more effective and efficient.
  • Recognize concepts that result in effective workpapers.
  • Identify basic standardization techniques for better organization.
  • Determine necessary skills and knowledge to determine appropriate workpaper content in accordance with professional standards.
  • Recognize legal implications of workpapers.
  • Identify how to improve your documentation for peer reviews and PCAOB reviews.
  • Determine who gets a copy of my workpapers; should clients?

Who should take this program?

 CPAs, accountants, financial professionals and emerging professionals.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $389.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $289.00
checkmark Standard Nonmember Fee $389.00

More program information

Location Online
Area
of study
Accounting & audit
Field(s)
of study
Auditing - Technical (8.0)
Level Basic
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
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.