Staff Training for Accounting and Auditing: Basic | 4171456A

Date :
August 23, 2017 — August 25, 2017 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Flex Center - Burlingame
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Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 24.00, AA 24.00
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Part one of a four-course series, address common issues new staff members face. Focus on ways to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Also, 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.

Materials are provided as a hardcopy book for this course.


  • 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:

The lunch period for this event will be 30 minutes and a box lunch is included in your registration fee. Class will adjourn at 4 p.m. unless otherwise specified.

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Level of Difficulty:
Field of Interest:


Designed For:

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


Thomas E Noce, CFE, PFP

Tom Noce is a graduate of Rutgers University with a degree in accounting. Noce began his career with a large local accounting firm in New Jersey, where he concentrated in auditing and accounting for non-profit organizations and government related agencies. In 1985, he joined a Palm Springs firm where he was a shareholder from 1995 to 2003. In 2003, Noce opened his own practice in Palm Springs. His professional experience includes a variety of clients, including tribal entities, hotels, real estate, construction, homeowners’ associations, country clubs, non-profit organizations and others. His current practice emphasis focuses on tax and accounting issues related primarily to the real estate and hospitality industries. He also performs special engagements dealing with internal controls and fraud prevention and detection. Noce has authored and taught a number of courses for the CalCPA Education Foundation and chaired its first two fraud conferences as well as two audit and accounting conferences. In 2004 and 2010 he received the Foundation’s Award for Instructor Excellence. Currently, Noce presents six courses for the Foundation in the areas of fraud, audit and accounting standards and risk-based auditing.

No Agenda or Materials posted.