Fundamental Responsibilities for Reviewing Workpapers WEBINAR

Tuesday, June 7 1:30pm - 3:30pm PDT

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2.0 Credits

Member Price $79.00

Non-Member Price $99.00

Overview

Audit documentation provides the principal support for an auditor’s report. Therefore, it is critical for workpaper reviewers to perform quality control procedures to ensure that technical, professional, and regulatory requirements are met. In addition, the workpaper review process should be used as a tool for professional development and promoting efficient audits. This course provides the tips and tools for satisfying these important workpaper reviewer responsibilities.

Highlights

Documentation as a means of audit quality. Responsibilities of the workpaper reviewer. Appropriate review notes at various phases of the engagement, including before and after audit report date and report release. Important tips for providing review notes that will promote an effective and efficient financial statement audit.

Prerequisites

None.

Designed For

Accountants responsible for reviewing workpapers for audit quality and profitability.

Objectives

Discuss documentation as a means of audit quality. Explain critical responsibilities for first-level reviewers. Describe common review notes at various phases of the audit.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Jennifer Louis

Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.

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Non-Member Price $99.00

Member Price $79.00