Mobile Edition

Documentation Requirements, Design and Reviewing Techniques of Workpapers (4172785C)

Date:Monday, December 11, 2017
Time:11:30AM - 7:00 PM
(Registration at 11:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Accounting and Auditing
Instructor: Ryan Corbett
Vendor:California CPA Education Foundation
Course Level:Overview
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


Engagements must stay compliant while CPAs continuously seek efficiencies. Pinpoint the SSARS/GAAS requirements (including SSARS 21) and how they impact liability risk; walk through two audit case studies identifying their real risks and learn to build a leaner and stronger workpaper to support your conclusions. Learn how to master best practices for team management and reviewing workpapers to help increase production. Additionally, learn how to improve knowledge of engagement documentation requirements to identify, document and evaluate the risks "front and center" to support conclusions with less documentation. As a bonus, receive a Productivity Hacks, Apps, Tips and Tricks section.

  • Identify authoritative pronouncements relating to engagement documentation, including the new SSARS 21.
  • Determine and outline key risk areas and how to more efficiently document them.
  • Identify how to effectively and efficiently review workpapers and establish best practices for team management.
  • Recognize productivity hacks, apps, tips and tricks.

Major Topics:
  • Documentation relating to specific areas of fraud, use of estimate, related parties, legal contingencies and the ability of the entity to continue as a going concern.
  • Ownership, confidentiality and retention of working papers.
  • The effect of working papers on the CPA's legal liability
  • Types of working papers and their organization within the engagement documentation, including electronic paperless approaches and tips.
  • Common deficiencies in engagement documentation as noted in peer reviews.
  • Management process and approach to workpaper review.
  • Pronouncements relating to the content of working papers for review and audit engagements.

Who Should Attend:

CPAs who want to learn how to properly identify risk and design the most effective and efficient workpapers to address those key risks and support their conclusions.


Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.