October 30 – November 2, 2023

Webinar

24 CPE

Level III: Beginning in Charge Training

October 30 – November 2, 2023
Webinar
24 CPE

Level III: Beginning in Charge Training

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    Instructor

    Rich
    Ferdinand

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    Rich Ferdinand, CPA, MBA

    Bio

    Rich Ferdinand specializes in providing financial and general management services to the small and medium sized business market (SMBs). Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance. He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation’s Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs. Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of NJ, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago. He currently resides in New Hampshire with his wife and two daughters.

Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, develop your ability to assess risk and materiality and learn to make non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom’s features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program,) breakout rooms to ensure small group engagement and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials,

Learning Objectives

Enable experienced staff to advance more quickly to higher levels of responsibility. Become more profitable to their firms by helping them better plan and efficiently complete audits, supervise staff, review working papers and interact with partners and clients.

Major Topics

What is Expected of the In-Charge Plan Engagement Assess Risk and Materiality Nonstatistical Audit Sampling Meet Client Needs Complete Engagements Review Assistants' Work Supervision

CPE Credits Available

24 CPE
16.8
Auditing
7.2
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

2 to 3 years

Advanced Preparation

A&A Level II Semi-Senior Staff Training

Intended Audience

Beginning in-charge audit staff with 2-3 years experience

Provider

AHI Associates

This event has ended.