Level III: Beginning in Charge Staff Training
Presenter
Richard Ferdinand,
CFO,
Ensconce Data Technology, LLC
Overview
Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part 3 of this 5-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, develop your ability to assess risk and materiality, and learn to make nonstatistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. 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 experienced staff to advance more quickly to higher levels of responsibility and become more profitable to their firms by helping them better plan and efficiently complete audits, supervise staff, review working papers, and interact with partners and clients.
Major Topics:
- What is expected of the in-charge plan
- Engagement assess risk and materiality
- Nonstatistical audit sampling
- Meet client needs
- Complete engagements
- Review assistants' work supervision
