Best Practices: Conducting Meaningful Walkthroughs

Overview

This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client’s transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

• Review of audit procedures.
• Documentation requirements.
• Real world examples of red flags that may arise.

Prerequisites

None

Designed For

Senior managers, directors, controllers, VPs of finance, assistant controllers, finance managers, accounting managers, CPAs in industry, public accounting professionals considering corporate roles, financial analysts, treasury managers, FP&A professionals, professionals aspiring to CFO positions

Objectives

After attending this presentation, you will be able to...

• Recall the purpose of a walkthrough.
• Perform proper procedures while conducting a walkthrough.
• Identify red flags that may arise while performing walkthrough procedures.

Preparation

None