Training at CPA Firms
The courses below are very popular with CPA firms across Canada and the USA.
Course 2021: Improving Audit Quality
Topics Covered:
- How to Audit Accounting Estimates
- Exercising Professional Skepticism
- Best Practices on Risk Assessment
- Assessing Fraud Risk
- Best practices on Audit Documentation
- Independence Requirements
- General IT Controls
- A variety of Cases and Examples are Presented
Course 2022: Auditing Crypto Assets and Clients
Topics Covered:
- Crypto - The New Frontier for Auditors
- Accounting for Cryptocurrencies in IFRS & US GAAP
- Better Audits from Past Inspection Reports in Crypto-Asset Sector
- 9 Auditing Challenges in the Crypto-asset Sector
- Auditing digital assets
- Auditor Challenges Specific to Digital Assets
- Management Challenges Specific to Digital Assets
- Client Acceptance and Continuance
- Risk Assessment and Processes and Controls
- Laws and Regulations and Related Parties
- Blockchain - Impact on the F/S Audit
Course 2023: Auditing Cannabis Clients
Topics Covered:
- Cannabis Overview
- Better Audits from Past Inspection Reports in Cannabis Sector
- Common Audit Significant Deficiencies
- Audit Requirements - Business Combinations & Intangibles
- Audit Requirements - Estimates and Impairment of Long-lived Assets
- Audit Requirements - Inventory
- Risk Assessment & Legal Environment of Cannabis Sector
Course 2024: Canadian Auditing Standards Update
Topics covered:
- CAS 540 Auditing Accounting Estimates, such as estimation uncertainty, Purchase price allocation
- CAS 315 (revised) Identifying and Assessing the Risk of Material Misstatement & CAS 330 Auditor’s Responses to Assessed Risks
- General IT controls
- Exercising Professional Skepticism
- CAS 240 – Auditor Responsibilities Related to Fraud & Fraud Risk Factors
- Best Practices on Audit Documentation
- Independence and Ethics Requirements for Audits
- A variety of cases and examples are presented
Course 3022: ESG Business Opportunities for CPA Firms
The United Nations Climate Change Conference COP26 in November 2021 raised the limelight for ESG. Let's face it. CPAs are in the best position to implement ESG reporting. ESG will play a critical role in evaluating how well a business is doing. CPAs in industry as well as CPAs who do assurance want to get ready on this evolving topic.
Topics Covered:
- What is ESG & What Does the Investment Community Want?
- ESG Reporting Evolution
- Common ESG Reporting Frameworks Used in North America
- SEC Climate Disclosure Developments
- 2023 International Sustainability Standards Board (ISSB) Standards on ESG
- Providing Attestation & Assurance over ESG Reports in US or International Standards
- Task Force for Climate-Related Financial Disclosures (TCFD)
- Sustainability Accounting Standards Board (SASB) Standards
- Common ESG Services for CPA Firms to Offer
- What Could be Communicated in ESG Reports?
- Developing an ESG Roadmap
- What is Net Zero for Climate Change?
- Real Life Example Disclosures of ESG Reporting from Various Companies
Course 3026: The Power of Data Analytics for Auditors
Let’s face it data is power for the CPA firm. This session will discuss the power of data analytics to improve your CPA firm’s decision-making. Find out how CPA firms are using big data to transform the way they conduct their audits. Learn how to detect fraud with data analytics
Topics Covered:
- How to use data analytics in Audit
- Understand how Auditors Benefit Data Analytics
- Popular Applications Include Data Connection, Data Transformation and Data Visualization
- Tools and Examples Ranging from Vendor Fraud, Payroll Fraud, Cash, Inventory, Revenue and Accounts Receivable
- Appreciate how Data Analytics is the Key Enabler for Auditors Based on the Association of Certified Fraud Examiners (ACFE) Recent Study
Course 3027: Understanding & Testing Internal Controls
Topics Covered:
- What is the Role of External Auditors in Internal Controls over Financial reporting (ICFR)
- Information Technology General Controls (ITGCs)
- Evaluate and Document the Design and Implementation of Internal Controls Related to Significant Risks
- Gaining an Understanding of Internal Controls - Walkthroughs
- Management Review Procedures and Testing
- Remediation Timing and ‘Sufficient’ Remediation Period
- Communicating Deficiencies in Internal Controls to those changed with governance (TCWG) and Management
Course 3023: Developing Soft Skills of CPA Firm Partners & Managers
Topics Covered:
- Understanding 10 Things Your Employees are not Telling You
- Managing a Remote Workforce
- Strategies to Retain Employees During the Great Resignation
- Diversity, Equity & Inclusion (DEI)
- Employee Engagement
- Maintaining a Positive Workplace Attitude
- Human Resource Tools
- Coaching & Mentoring
- Leadership Styles and Team Building
- Best practices for Time Management
- Emotional Intelligence
Course 3024: Successful Business Skills for your CPA Practice
Topics Covered:
- Marketing Strategy Development and Competitive Analysis
- Finding a CPA Firm's Competitive Advantage
- Building a Marketing Plan and Strategy in Today's Turbulent Times
- Building a High Performance Team
- Negotiating Skills
- Communications and Presentation Skills
- Project Management
- Key Performance Indicators & the Balanced Scorecard
- Value-based Pricing
- How to get Rid of Bad Clients & Win more Profitable Clients
- Agile Leadership
Course 3025: Current Management Challenges at CPA Firms
Topics Covered:
- 27 Managerial Challenges CPA Managers Face
- How to Improve Working Relationships and Productivity with Multi-generational Teams Including Millennials
- Business Resilience
- How to Communicate Financial Information Clearly and Effectively to those Charged with Governance
- The 10 most Common Mistakes Management Make in an Uncertain Economy
- How to Develop Internal Employees to Take on Senior Leadership Roles
- Gain Productivity in a Fast-Paced World
- Best Practices for Resolving Conflicts
- How to Embrace Change and Thrive in it
- Scenario Planning in Times of Uncertainty
- Surviving and Thriving During Volatile Times
CPA CPE /CPA In-house Courses
Although this is long overdue, I'd like to thank you for doing such a wonderful job here in Minnesota in October. Comments include:
"Easily the best I've ever seen! Fascinating and excellent speaker!"
"She was incredibly knowledgeable and answered questions. Definitely very impressive."
"Leah was amazing. Presentation skills and depth of knowledge -- great course!"
Thank you again for contributing to the success of our programs. I look forward to seeing you in February and working with you again later this year!
You are an excellent instructor and a joy to work with! You consistently score near perfect in both presentation and knowledge. You are incredibly knowledgeable, relate well with participants and it's obvious you love what you do. Participants always come back for more!
Heidi Janssen, Education Manager
I attended your seminar and I wanted to specifically thank you for the outstanding job you did. I've been attending these seminars for over 30 years and I believe you are the best instructor I've ever had. You were engaging, entertaining and simply a pleasure to listen to. You possess a very thorough knowledge of the subject matter and can articulate your message.
Chuck Christiansen, CPA
Partner
Friday I was fortunate to attend the PD seminar taught by you. I want to thank you for being a top quality instructor. You are the best instructor I've encountered and I will happily attend almost anything you teach.
Your manner of presentation, the quality of your instruction (using examples and encouraging class participation) and respect for the value of our time (by starting on time and controlling break time) all contributed to a very beneficial day. Thank you!
Susan T, CPA
This was the best accounting update class I have attended ever since I got my accounting license. Being a tax person, I usually lose interest by the morning break. With your examples, vast knowledge and enthusiasm the day flew by. You are so knowledgeable on every topic presented and answered each question presented to you. Keep up the great work.
Grant White, CPA, Public Practice
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