Staff Training for Accounting and Auditing: Basic Webcast | 4201456A

Date :
September 16, 2020 — September 18, 2020 8:30 AM - 4:30 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 24.00, AA 24.00
Show tabs

Part one of a four-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company.

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.




  • Recognize trends to be more productive and profitable on audits, reviews and compilations.
  • Determine ways to enhance skills in preparing workpapers, performing compilations and reviews, and completing detailed audit tests.

Major Subjects:

  • Role of new staff (2.5 hours)
  • Understanding audit objectives (1 hour)
  • Working paper techniques and cash (3.5 hours)
  • Analytical procedures (4 hours)
  • Compilation and review services (4 hours)
  • Tax recognition and research techniques (2.5 hours)
  • Auditing and reviewing selected accounts (6.5 hours)

Advanced Prep:


Please bring a calculator and a CCH Master Tax Guide or RIA Federal Tax Handbook.


Misc. Information:

Save with Discount Programs

Join or Renew Today
Level of Difficulty:
Field of Interest:

First-year staff with at least two weeks of experience on audits, compilations or reviews.

Designed For:

Entry-level and emerging accounting and financial professionals.



Richard Alan Ferdinand, CPA
Rich Ferdinand specializes in providing financial and general management services to the small and medium sized business market (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 NJ, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago. He currently resides in New Hampshire with his wife and two daughters.


  • Materials - ebook