Staff Training for Accounting and Auditing: Beginning-in-Charge | 4171462A

Date :
November 1, 2017 — November 3, 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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Improve your planning, review, audit and other engagement skills, as well as learn techniques for effective communication with clients and colleagues in part three of this four-course series. Discover the secrets to planning and efficiently completing engagements; explore methods for assuming higher levels of responsibility; develop your ability to assess risk and materiality; and learn to make nonstatistical sampling decisions. This course is designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas.

Materials are provided as a hardcopy book for this course.


  • Identify and develop skills that allow you to advance more quickly to higher levels of responsibility.
  • Outline ways to increase your firm's profitability, including creating better audit plans, efficiently completing audits, supervising staff, reviewing workpapers, and interacting with partners and clients.

Major Subjects:

  • What is expected of the in-charge (2.5 hours)
  • Plan engagements (5.5 hours)
  • Nonstatistical audit sampling (2.5 hours)
  • Assess risk and materiality (3.5 hours)
  • Nonstatistical audit sampling (2.5 hours)
  • Meet client needs (1.5 hours)
  • Complete engagements (2.5 hours)
  • Review assistants' work papers (3 hours)
  • Supervision (3 hours)

Advanced Prep:

Please bring a calculator.

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:

Two-three years of public accounting experience.

Designed For:

Second- or third-year staff members who have been in charge of at least two audits or review engagements, or who plan to have in-charge responsibilities within the next six months.


Sonny Walker Morris, CPA, CCIFP, CFE
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