Level II: Semi-Senior Staff Training
Presenter
Bonnie Kennedy,
Senior Lecturer & Accounting Program Coordinator,
Salve Regina University
Overview
Advance your skills to propel your career. This course, the second in a 5-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, including drafting financial statements and footnotes. Per NASBA's rules effective Jan. 1, 2024, participants are required to be on camera and participate in the full- and small-group discussions to earn CPE credits for this group live - virtual course. As such, please make sure you are set up properly, with reliable internet (hard wired is best), a working camera and a working microphone.
Learning Objectives:
- Enable more experienced staff to complete small audits, reviews and compilations with minimum supervision and maximum profitability.
Major Topics:
- Satisfy client and CPA firm needs
- Apply analytical procedures
- Conduct small audits
- Perform review service engagements
- Draft financial statement and footnotes
- Improve corporate tax knowledge
