Level III: Beginning in Charge Training
Webcast Only
24.00 Credits
Member Price $700.00
Non-Member Price $800.00
Overview
Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-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 non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. 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
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
Prerequisites
2 to 3 years
Designed For
Beginning in-charge audit staff with 2-3 years experience
Objectives
Enable experienced staff to advance more quickly to higher levels of responsibility. 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.
Preparation
A&A Level II Semi-Senior 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.
Non-Member Price $800.00
Member Price $700.00