Specialized training
Our team of technical experts with extensive industry experience offers on-site or virtual customized training and consulting to meet your various needs. Public seminars cover areas such as accounting and auditing updates, employee benefit plans, review and compilation services, PPC methodology essentials, and single audit. You can also tailor a private one-on-one seminar with a firm-selected audit topic or select from the available specialized courses.
Call 800-968-8900 for private seminars or register for public seminars.
Training options
| Peer review insights | This course will discuss the current environment of peer reviews, including the current focus of peer reviewers. We will discuss the most common findings in peer review, especially those related to the most recently adopted auditing standards. We will discuss best practices to assist you and your teams in performing more effective engagements and for your next peer review. 6 CPE credits | auditing | intermediate |
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| Peer review remediation | This customized course will assist your firm in corrective actions or implementation plans for a deficiency related to engagement performance or a finding for further consideration identified in a peer review. Peer reviewers and report acceptance bodies (RAB) often require firm members to take specified types and hours of continuing professional education (CPE) in response to a finding or a deficiency. Areas of focus in current peer reviews include — but are not limited to — risk assessment and linkage, internal controls, audit documentation, and auditing estimates. We will work with your firm management to design, customize, and deliver a course for your audit group that will both satisfy your peer reviewer’s and RAB’s requirements and, more importantly, assist your firm in preventing the same or similar types of deficiencies from occurring in the future. 8 CPE credits | auditing | intermediate Contact your sales rep |
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| Accounting and auditing update | We deliver what you need to know about newly issued authoritative pronouncements of the Financial Accounting Standards Board (FASB) and American Institute of Certified Public Accountants (AICPA) — along with other developments of interest to practitioners serving market businesses of all sizes. We update course material throughout the year, so it is always current. We tailor the discussion to your firm by reviewing the agenda with you and focusing on the items most relevant to your practice. Public: 6 CPE credits | Private: 16 CPE credits | auditing, accounting | intermediate |
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| PPC methodology essentials | In this course, you’ll benefit from the practical guidance of expert AuditWatch consultants on how to conduct efficient and effective audits using PPC’s Guide to Audits of Nonpublic Companies. This course highlights the latest implementation guidance from standard setters and best practices using the current PPC practice aids. Major topics include risk assessment, formulating the audit strategy, audit planning, evaluating and testing internal controls, designing and performing further audit procedures, audit sampling, wrapping up the engagement, and documentation. 8 CPE credits | auditing | intermediate Contact your sales rep |
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| Performing effective and efficient single audits | This seminar will walk you through the planning, risk assessment, and testing required for a single audit using the PPC methodology. If you are new to single audits or just want to have a better understanding of the requirements to execute an audit in accordance with the Uniform Guidance and Yellowbook, this course will provide the tools you need to be successful. 8 CPE credits | auditing – governmental | intermediate |
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| Train the trainer | In this highly interactive “train the trainer” course, you’ll learn and leverage the characteristics of exceptional trainers. Topics include fundamental presentation techniques; understanding the audience and environment; using structure to select, design, and deliver your message; engaging the audience; dealing with nervousness; questioning and responding techniques; managing audience behavior; visual aids; and tips for co-presenting. 8 CPE credits | communication and marketing | intermediate Contact your sales rep |
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| Presentation skills | In this highly interactive presentation skills course, you will discover and leverage the characteristics of exceptional presenters. The primary focus is effectively using your mind, body, face, and voice to engage your audience and get your message across. You will also enhance your ability to understand the audience and environment, use structure to select and design content, deal with nervousness, use questioning and responding techniques, manage audience behavior, use visual aids, and co-present. 8 CPE credits | communications and marketing | intermediate Contact your sales rep |
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| Performing effective and efficient employee benefit plan audits | This seminar will help you discover the ins and outs of performing effective and efficient employee benefit plan (EBP) audits. It will help your team understand the foundational components of employee benefit plan audits with a focus on 401(k) plans. Topics include the differences between financial statement and employee benefit plan audits, the risks in employee benefit plan audits and how to develop appropriate audit procedures to address those risks, the unique compliance auditing requirements for employee benefit plans, and additional compliance procedures for an employee benefit plan audit beyond the traditional financial statement procedures. Public: 6 CPE credits | Private: 8 CPE credits | auditing | basic to intermediate |
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| Best practices for performing review and compilation engagements | This course is for accountants in public practice who want to increase their quality and efficiency in compilation and review engagements. We will address the most recent Statement on Standards for Accounting and Review (SSARS) standards, improving analytical procedures in review engagements, and best practices for review and compilation engagements. After attending this course, you will be able to describe how to calculate materiality for a review engagement, identify and execute review procedures, list common peer review comments from review and compilation engagements, identify and execute compilation procedures, and more. Public: 6 CPE credits | Private: 8 CPE credits | accounting | basic to intermediate |
Call 800-968-8900 for private seminars or register for public seminars.
“The course did a great job of describing the purpose and strategy of field-driven audits. It gave good insight into what a field audit will consist of for those who may or may not have experienced auditing in a real-life scenario.”
Call 800-968-8900 or contact your sales representative to get started