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Level III: Beginning in Charge Training

Thursday, December 12 8:45am - Friday, December 13 4:30pm

(Check-In 8:30am)

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16.00 Credits

Member Price $560.00

Price will increase by $35 after 12/8

Non-Member Price $685.00

Price will increase by $35 after 12/8

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.

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.

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
  • Designed For

    Beginning in-charge audit staff with 2-3 years experience

    Prerequisites

    Two to 3 years experience

    Preparation

  • Level II Semi-Senior Staff Training
  • 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.
  • Notice

    By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

    Leader(s):

    Leader Bios

    Bonnie Kennedy, Salve Regina

    Bonnie Kennedy, CPA, licensed as a CPA in Rhode Island, is a Group Practice Leader for Kaplan Financial Education and AHI Associates. Bonnie has more than 30 years’ experience in the accounting profession. She began her career in public practice with a regional accounting firm in New England, before taking a position as the Controller and Treasurer of a manufacturing firm. Currently, Bonnie is a full-time faculty member at Salve Regina University. She has taught accounting and auditing courses at both the graduate and undergraduate levels. She holds a BS degree in Business Administration and a MS degree in Accounting from the University of Rhode Island. During her association with the regional CPA firm, Bonnie was involved in recruiting, interviewing, and mentoring new staff. She also designed and conducted continuing professional education programs for the firm. After initial exposure to both taxation and attestation work, Bonnie eventually specialized in audits of manufacturing companies and not-for-profit entities. She has published articles in scholarly journals, and presented her work at national conferences. She has served on the Board of Directors for several not-for-profit entities, and currently serves as the Treasurer for her local youth soccer association. She is a member of the Rhode Island Society of CPAs, the Association of Certified Fraud Examiners, and the AICPA.

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    Non-Member Price $685.00

    Member Price $560.00