Do you need to make sure significant audit items are properly documented? Working papers, the building blocks of an audit, must list relevant details so that the manager and partners are aware of significant transactions and can consider possible ramifications. A poorly prepared working paper causes inefficiencies for the preparer, reviewer, and partner; thus, proper working paper preparation and documentation is critical. This CPE course offers practical guidance on the basics of working paper preparation, from form and content to proper documentation of significant audit items.
Essential components of a working paper, Preparing and maintaining working papers, Different types of working papers, Documenting audit tests, Working paper critique, Improving working paper technique
Describe the basics of blockchain technologies and its current and future impact on the FA industry. Define the available blockchain options. Describe the various blockchain offerings to clients and customers. Summarize how smart contracts, stablecoins, and other market innovations are driving investment choices in the blockchain space. Describe how FA’s and other financial advisory professionals can adapt and integrate these options into their offering to clients and customers.
Jennifer Elder is a CPA, CMA, CIA, CFF with a Master’s in Organizational Leadership. She has worked in accounting and finance for the past 25 years in a variety of industries including manufacturing, residential construction and development, and angel investing. She spent five years in public accounting, seven years as the Accounting Department Chair of a community college, and the previous ten years in the role of CFO.
Recently, Jennifer started her own business, The Sustainable CFO, providing business consulting, on-demand CFO services, and business coaching services. Their target market is small and medium-sized businesses looking to improve their bottom-line and overall performance. In addition Jennifer teaches finance in the Green MBA program at Antioch University New England.
She is also a contributing writer for the National Association of Home Builders and TriplePundit, and a frequent presenter for the Maryland Association of CPA’s, the Institute of Management Accountants, and the Society for Human Resource Management.
Non-Member Price $219.00
Member Price $179.00