Level II: Semi-Senior Staff Training - Connecticut Society of CPAs

Overview

Advance your skills to propel your career. This course, the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes.

Objectives

Enable more experienced staff to complete smaller audits, reviews and compilations with minimum supervision and maximum profitability.

Highlights

Satisfy Client and CPA Firm Needs

Apply Analytical Procedures

Conduct Small Audits

Perform Review Service Engagements

Draft Financial Statement and Footnotes

Improve Corporate Tax Knowledge

Designed For

Semi-Senior audit staff with 1-2 year’s experience

Prerequisites

One to 2 years experience, and at least one tax season

Preparation

Level I Basic 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

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Richard Ferdinand, AHI Associates, Inc.

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.

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