Effective Workpaper Techniques: Building a Better Workpaper 2024
4.00 Credits
Member Price $159
Non-Member Price $209
Overview
Creating dynamic workpapers that reflect a high level of clarity, competence and compliance can be challenging. Learn to build a better workpaper that also showcases your individuality and excellence. Gain a better understanding of the fundamental elements necessary to prepare, document and maximize the potential of each workpaper-particularly in an attestation environment. Harness the advantages of software to power your workpapers.
Highlights
- Leveraging Excel and technology in a paperless environment
- Effective workpapers: form, function, appearance and content
- Workpaper standards for industry, audit and tax accountants
- Attestation standards documentation and consequences of workpaper content
- Peer review or PCAOB review documentation
Prerequisites
None
Designed For
CPAs, accountants, financial professionals and emerging professionals.
Objectives
- Identify and determine software technologies to make your workpapers more effective and efficient
- Recognize concepts that result in effective, standardized, and organized workpapers for both internal purposes as well as external peer and PCAOB reviews
- Determine and develop necessary skills and knowledge to recognize appropriate workpaper content in accordance with professional standards
Preparation
None
Leader(s):
Leader Bios
David Gosselin
David Gosselin, CPA, is a Principal at dbbmckennon, a PCAOB registered firm located in Newport Beach, CA. Mr. Gosselin joined the firm upon graduation from the University of Arizona, where he earned a degree in Accounting. In addition to his eight years of experience as a consultant and auditor for both public and private companies across multiple industries, Mr. Gosselin has also taken an active role within his community, by teaching financial literacy to high school students through the AICPA financial literacy program. Mr. Gosselin is also a founding member and Chief Financial Officer of a local non-profit organization in the Orange County area, which assists young professionals in developing their business connections while providing for the needs of the local community.
Non-Member Price $209
Member Price $159