October 25, 2023


8 Total CPE Credits


Webinar (CA): Effective Workpaper Techniques: Building a Better Workpaper 2023

  • Instructor

    David Gosselin

Learning Objectives

• Identify and determine software technologies to make your workpapers more effective and efficient
• Recognize concepts that result in effective, standardized, and organized workpapers for both internal purposes as well as external peer and PCAOB reviews
• Determine and develop necessary skills and knowledge to recognize appropriate workpaper content in accordance with professional standards

Major Topics

• Leveraging Excel and technology in a paperless environment
• Effective workpapers: form, function, appearance and content
• Workpaper standards for industry, audit and tax accountants
• Attestation standards documentation and consequences of workpaper content
• Peer review or PCAOB review documentation

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

 CPAs, accountants, financial professionals and emerging professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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