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Tue, Jan 16

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Webinar (1.5 CPD Hours)

Efficient File Reviews

In affiliation with GTA Accountants & Finance Network. A critical aspect of performing engagements is file review and meeting documentation standards. This course will review the various types of file reviews including their objectives, strategies and approach to each.

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Time & Location

Jan 16, 2024, 11:00 a.m. EST

Webinar (1.5 CPD Hours)

About the Event

A critical aspect of performing engagements is file review and meeting documentation standards. There are various types of file reviews to be performed including a general file review, EQ review, section review and detailed working paper file review. This course will review the objectives, strategies and approach to each. Other file review issues will be explored including what causes file clutter and how to minimize, efficient documentation and giving and clearing review notes.

Through illustrative examples, guidance on practical application and an exploration of file review tips, you will strengthen your ability to conduct an effective and efficient file review and save time on your engagements.

By the end of the session participants will be able to:

  • Understand the requirements of file reviews and documentation
  • Distinguish differences between general file review, EQ review, section review and detailed working paper file review
  • Appreciate the objectives and strategies of each type of review
  • Identify file clutter, how it arises and determine ideas on how to minimize it
  • Develop an efficient approach to reviewing files
  • Implement file review tips and giving and clearing review notes

Instructor(s): Kirsten Albo, FCPA, FCA, ICD.D, President of ASK KSA Consulting Inc.

Tickets

  • 1.5 CPD Hours

    $136.00
    Tax: HST included

Total

$0.00

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