Level I: Basic Staff Training
Online
16.00 Credits
Member Price $560.00
Price will increase by $35 after 10/10
Non-Member Price $685.00
Price will increase by $35 after 10/10
Overview
Part one of a five-course series, Level I addresses common issues new staff members face. Learn to focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. We will dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts.
Objectives
Improve inexperienced staff members’ knowledge, skills and attitude to enable them to be more productive and profitable on audits, reviews and compilations.
Highlights
Designed For
New audit staff with less than one year of experience
Prerequisites
Zero to 12 months experience
Preparation
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
Richard Ferdinand, AHI Associates, Inc.
Rich Ferdinand, CPA, specializes in providing financial and general management services to the small- and medium-sized business markets (SMBs). Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance. He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation’s Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs. Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of New Jersey, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago.
Non-Member Price $685.00
Member Price $560.00