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Level II: Semi-Senior Staff Training

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(Check-In 7:45am)

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Webcast Only

24.00 Credits

Member Price $700.00

Non-Member Price $800.00

Overview

Advance your skills to propel your career. This course is the second in a five-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, as well as drafting financial statements and footnotes. Per NASBA’s rules effective January 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.

Highlights

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

Prerequisites

1 to 2 years and at least one tax season

Designed For

Semi-Senior audit staff with 1-2 year’s experience

Objectives

Enable more experienced staff to complete smaller audits, reviews and compilations with minimum supervision and maximum profitability.

Preparation

A&A Level I Basic Staff Training

Leader(s):

Leader Bios

Richard Ferdinand, AHI Associates

Rich Ferdinand specializes in providing financial and general management services to the small and medium sized business market (SMBs). Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance. He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation’s Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs.

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Non-Member Price $800.00

Member Price $700.00