Effective Workpaper Techniques: Building a Better Workpaper WEBCAST

Overview

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.

Highlights

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.

Prerequisites

None.

Designed For

CPAs, accountants, financial professionals and emerging professionals.

Objectives

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?

Preparation

None.

Notice

None.

Leader(s):

David Gosselin

Leader Bios

David Gosselin

David Gosselin is a principal in the audit and accounting services practice of dbbmckennon, and has been with the audit practice for eight years. David’s background is with small and middle-market companies, consisting of both private companies, and those reporting before the SEC. Industries in which David services, includes but are not limited to pension plans, technology, alternative fuels, entertainment, manufacturing and retail industries. In addition to public practice, David is an instructor with the CalCPA Education Foundation where he provides continuing education to CPA’s throughout California based on his co-authored book regarding effective workpaper techniques in the digital accounting environment. David is also a founder and the Chief Financial Officer for a local Orange County non-profit organization, The Elite OC Young Professionals Society. David is a Certified Public Accountant certified in California and is currently a member of the AICPA. David graduated from the University of Arizona in 2004 with a Bachelor of Science in Business Administration with an emphasis in accounting. In his spare time, David enjoys coaching little league baseball in his community, spending time with his family and golden retriever, and participating in competitive sporting events.

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