Improve Audit Documentation with Engagement Manager (Formerly Advance Flow)

Overview

Join fellow member Robert St Pierre, CPA as he meticulously explains the intricacies of Engagement Manager to ensure your practice is serving your clients efficiently and effectively.

Highlights

Prerequisites

None

Designed For

Objectives

Understanding Key Features and Functionalities:

• Learners will be able to identify and explain the primary features and functionalities of advanced flow auditing software, including data import/export, real-time analysis, and automated report generation.

Implementing Custom Audit Trails and Workflows:

• Learners will gain the ability to design and implement custom audit trails and workflows within the software, ensuring comprehensive tracking and documentation of all audit processes.

Enhancing Compliance and Risk Management:

• Learners will understand how to leverage the software to enhance compliance with regulatory requirements and improve risk management practices, including setting up alerts and monitoring key risk indicators.

Optimizing Efficiency and Accuracy in Auditing Processes:

• Learners will learn techniques to optimize efficiency and accuracy in auditing processes through the use of advanced flow auditing software, such as utilizing automation features, setting up templates, and performing batch processing.

Preparation

None

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