AuditWatch and TaxWatch training solutions
Grow your audit expertise with specialized courses or programs tailored to your firm
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 — single audits
You can also tailor a private one-on-one seminar with a firm-selected audit topic or select from the available specialized courses.
Training solutions
Bring the experts to your firm, either on-site or virtually, for team training. Personalize our programs with customized webinars on a firm-selected audit or tax topic, or choose a specialized course such as Accounting and Auditing Updates, Employee Benefit Plans, Review and Compilation Services, or PPC Methodology Essentials.
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. A webcam and a microphone are required for this interactive seminar.
| Course | Learning objectives | 2026 dates |
|---|---|---|
Accounting and Auditing Update 6 CPE credits | We deliver what you need to know about newly issued, authoritative pronouncements of the FASB and AICPA, along with other developments of interest to practitioners serving small and middle-market businesses. We update course material throughout the year to keep it current. We tailor the discussion to your firm by reviewing the agenda with you and focusing on the items most relevant to your practice. | December 18, 2026 |
AI Bootcamp for Auditors 6 CPE credits | This product-neutral course will provide a comprehensive introduction to key artificial intelligence concepts, terminology, and their relevance to the audit process. Participants will learn practical applications of large-language models (LLMs) and other AI tools, with a strong emphasis on prompting techniques, AI ethical considerations, and audit documentation. This course also features hands-on workshops and exercises that enable auditors to practice a variety of prompting techniques, navigate various ethics scenarios, and appropriately document the use of AI in audit workpapers. | July 14, 2026 |
Governmental A & A Update 6 CPE credits | This course provides an in-depth update on the latest developments in governmental accounting and auditing. Participants will gain the ability to evaluate the applicability of new governmental accounting standards, identify the impact of recent guidance on current practices, and understand common peer-review deficiencies in governmental audits. The course covers key updates from the Governmental Accounting Standards Board (GASB), including recent and upcoming standards and implementation guidance, as well as the latest projects. Additionally, the course will review post-implementation challenges of recently effective standards. Participants will also explore the latest developments in audit requirements, including the most recent Yellow Book and Uniform Guidance updates, along with best practices to avoid peer-review deficiencies. | September 17, 2026 |
Independence and Ethics Essentials 4 CPE credits | Whether you are new to the profession or just need a refresher, this comprehensive course is designed for professionals seeking to understand the AICPA Code of Professional Conduct and its application for members in practice and business. In this session, participants will explore the structure and applicability of the code, including key definitions and application of the conceptual framework. Through case studies and real-life examples, attendees will learn to identify and evaluate threats to independence, apply appropriate safeguards, and document their process effectively. Additionally, participants will gain insights into handling non-attest services, understanding the implications of independence in appearance and mind, and navigating independence questions with confidence. | December 14, 2026 |
Independence and Ethics for Governmental Engagements 4 CPE credits | This course is designed for professionals seeking to deepen their understanding of the independence and ethics requirements for government engagements. Participants will explore crucial differences between the AICPA and Yellow Book independence and ethics requirements, with a focus on the application of core Yellow Book concepts. The course also covers a range of topics, including the identification and evaluation of threats to independence, the implementation of safeguards, and the ethical decision-making process. Through practical examples and case studies, attendees will learn how to maintain independence while navigating the implications of various non-attest services. | December 17, 2026 |
Managing Talent in the Age of AI 4 CPE credits | This intensive four-hour course is designed specifically for audit firm leaders, equipping them with the frameworks, communication tools, and implementation roadmaps needed to successfully lead their teams through AI transformation. The course addresses the dual challenge of integrating AI technologies while developing, retaining, and empowering audit professionals at multiple stages of AI adoption. Through a combination of evidence-based insights, real-world case studies, and hands-on exercises, participants will learn how AI augments rather than replaces human auditors, explore strategies for addressing team concerns, and develop personalized talent-development plans. Firm leaders will leave with ready-to-use templates, communication frameworks, and a 90-day action plan to upskill their teams, enhance service delivery, and position their practices for competitive advantage in an AI-enabled future. | October 29, 2026 |
Operationalizing the Quality Management Standards – What to Expect in Year 2 4 CPE credits | Your quality management system was in place on December 15, 2025. Now what? This four-hour, practice-oriented course helps firms move beyond the design of SQMS 1 and SQMS 2 into an effective second-year operating rhythm. Participants will connect firm-level quality management with engagement-level responsibilities under SAS 146 for audits and SSARS 26 for reviews and compilations, with a focus on monitoring, remediation, engagement quality reviews, documentation, and common inspection pitfalls. The session is highly interactive and case based, designed so that firm leaders and engagement partners leave with concrete tools and action plans. | October 21, 2026 |
Peer Review: How to Avoid Common Findings and Pass Your Next Examination 6 CPE credits | Are you ready for your next peer review? Whether you are new to the peer-review process or need a refresher, this course is designed to equip participants with the knowledge and skills needed to pass their next peer review. With a focus on what may have changed since a firm's last review and best practices for preparing for the next one, the course will describe common deficiencies identified during recent peer reviews and strategies to address them. Additionally, the course will cover the impact of recent standards, including the Clarified Peer Review Standards and Quality Management Standards, on the peer-review process. Through interactive discussion and exercises, participants will be equipped with practical strategies to navigate their next peer review successfully. | Register now |
Performing Compilation Engagements 4 CPE credits | This course is designed for accounting professionals of all experience levels seeking to enhance their skills in conducting review and compilation engagements. Participants will gain a thorough understanding of foundational topics, recent developments, and best practices in these areas. The course also covers strategies to ensure efficiency and effectiveness, tips to avoid common peer-review deficiencies, and the latest updates included in SSARS 26. Attendees will learn to execute review and compilation procedures effectively, evaluate independence, and manage engagements with a focus on engagement quality and compliance with applicable standards. Practical exercises and real-world examples will be used to reinforce learning objectives, ensuring participants leave with actionable insights. | Register now |
Performing Efficient and Effective Employee Benefit Plans 6 CPE credits | With a primary focus on ERISA Section 103(a)(3)(C) audits, this course is designed to equip auditors with the necessary skills and knowledge to successfully navigate the unique aspects of employee benefit plans. The session covers a wide range of topics essential to ensuring audit quality and compliance, including planning and risk assessment, participant data, employee and employer contributions, benefit payments, and participant loans. Attendees will gain insights into recent regulatory developments, best practices for using SOC reports, and strategies for dealing with common audit deficiencies. Through detailed instruction and practical exercises, participants will also learn to navigate the complexities of ERISA Section 103(a)(3)(C) audits, understand the impact of the latest auditing standards, and effectively communicate findings to those charged with governance. By the end of the course, attendees will be equipped to perform audits that not only meet the requirements but also enhance the overall audit quality and efficiency. | August 20, 2026 |
Reviews and Compilations 6 CPE credits | Accounting | This course is designed for accounting professionals of all experience levels seeking to enhance their skills in conducting review and compilation engagements. Participants will gain a thorough understanding of foundational topics, recent developments, and best practices in these areas. | July 15, 2026 |
SAS No. 149 - Key Guidance and Practical Application for Group Audits 3 CPE credits | This hands-on interactive course provides a practical, implementation-focused overview of SAS No. 149 (Special Considerations — Audits of Group Financial Statements, Including the Work of Component Auditors and Audits of Referred-to Auditors), which significantly revises AU-C 600 and is effective for audits of group financial statements for periods ending on or after December 15, 2026. Through live instruction and case studies, participants will work through realistic scenarios to determine whether AU-C 600 applies, how to evaluate and plan for components under the revised risk-based approach, what mix of group versus component auditor procedures is appropriate, how to assess component auditor competence and ethics, and how to document key judgments in a scalable way. Find out if SAS No. 149 applies to your clients and be prepared to take the next steps. | September 3, 2026 |
Single Audits 8 CPE credits | 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. | September 15 - 16, 2026 |
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.
| Course | Learning Objectives | |
Mastering Self-Review: Tips, Best Practices, and Common Pitfalls 8 CPE Credits | The primary goal of this one-day workshop is to build confidence among staff to senior accountants in their preparation and self-review skills for tax returns. This will save reviewers' time, reduce common errors, and reduce risk. | Contact your sales representative |
Partnership Bootcamp 12 CPE Credits | The primary goal of this course is to build upon foundational partnership concepts. This course takes a comprehensive approach to partnership taxation by focusing on more complex partnership topics, including special allocations with Section 704(c) and 754, distributions, basis, and liability allocations. | |
Federal Tax Update - Navigating OBBBA 6 CPE Credits | The Federal Tax Update is a study of tax law changes, court cases, and recent IRS announcements that will impact the filing of 2025 tax returns. This course covers updates and changes for both individuals and entities. | Contact your sales representative |
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.
| Course | Learning Objectives | |
AI Leadership Primer: Building Your Strategic Roadmap 3 CPE Credits | The primary goal of this one-day workshop is to build confidence among staff to senior accountants in their preparation and self-review skills for tax returns. This will save reviewers' time, reduce common errors, and reduce risk. | October 28, 2026 |
Train the trainer 8 CPE Credits | In this highly interactive Train the Trainer course, professionals discover 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. | Contact your sales representative |
Presentation skills 8 CPE Credits | In this highly interactive Presentation Skills course, professionals 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. Additionally, participants will enhance their 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. | Contact your sales representative |
"With AuditWatch, we can see a level of confidence when staff are having to build workpapers, analyze risk, understand audit programs, or develop testing. Instead of just asking questions and waiting for answers, they’re coming to the table with thoughts and ideas — it’s a collaborative discussion."
Suzanne Olsen
CPA, Partner, Casey Neilon, Inc.
Frequently asked questions
AuditWatch and TaxWatch Training Solutions provide customized training programs led by experienced professionals to help firms address specific audit, accounting, and tax training needs. Programs can be delivered virtually or in person and tailored to a firm's goals and challenges.
AuditWatch Training Solutions offer training on a variety of audit and accounting topics, including:
- Accounting and auditing updates
- Single audits
- Employee benefit plans
- Reviews and compilations
- Peer-review insights
- PPC methodology
- Yellow Book audits
- PCAOB updates
- Fraud topics
- Leadership development
Training can also be customized around a firm's specific needs.
TaxWatch Training Solutions provide training on tax-related topics such as:
- Federal tax updates
- Partnership taxation
- Technical tax topics
- Leadership development
- Presentation skills
- Customized tax training
Programs can be tailored to address firm-specific priorities and knowledge gaps.
Yes. AuditWatch and TaxWatch Training Solutions can be tailored around firm-selected topics, priorities, and areas where additional training or development is needed.
Yes. AuditWatch and TaxWatch Training Solutions can be delivered on-site or virtually, allowing firms to choose the format that best fits their team and schedule.
Chart your own course
Call 800-968-8900 or contact your sales representative to get started
.png){kind=logo}
