Webcasts

We offer the following webcasts through our distribution partner CPA Crossings.  Click on the link to learn more about each webcast and register.

Get Inside the Room Where It Happens

For decades CPA firms have sought to build business partnering relationships with clients.  Relationships built on trust and adding value lead more often to referrals and cross-selling opportunities than transactional networking.

The PPP and other government responses to the economic depression caused by COVID-19 showed that CPA firms do indeed occupy an advantaged relationship with their clients and need to be in the room when clients make strategic decisions.  

This is a practical course based on our decades of consulting experience and leading research on what drives small business owners to seek business advice from outside professionals.

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What Every Auditor Needs to Know about Data Analytics

If you’ve made or are thinking of making an investment in audit analytics software, this webinar is a must.  All too often firms invest in new technologies only to be disappointed when results fall short of expectation.  The reason:  true expertise on the software naturally gravitates toward a handful of “super users,” while the rest of the firm uses only the most basic features of the new tool if they use it at all.

Data analytics can transform auditing but only when all auditors have a fundamental understanding of how it can be used as a problem solving tool.  This case study-driven course helps auditors “think like a data scientist” by walking through a step-by-step process for properly framing the problem to be solved, designing an effective analysis and evaluating the results.

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Remote Auditing:  Management and Supervision

Remote auditing is a necessity now, but even after COVID-19 eases, most accounting firms expect their engagement teams to do a significant part of their work remotely. Managing the client and the audit team, supervising the work and keeping the engagement on track is challenging in the best of times. With the client and team members isolated from each other and working from home, those challenges grow considerably.

Even the best run firms are reporting hits to realization of 10% or more caused by the remote work environment. Over time, individual managers and supervisors will learn what works and what doesn’t and adjust their management and supervision techniques to be more effective.

The goal of this webcast is to accelerate that learning process, to enable your managers and supervisors to more quickly become adept at managing their teams remotely. Original, illustrative video examples drive this learning event and help participants connect the lessons to application in the real world.

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Improving Realization on Small Business Audits

The number one reason small business audits have low realization is that partners and managers are forced to wrap up the job after the staff has moved on to their next assignment. Finding ways to reduce the economic loss caused by partners and managers doing staff work is the single quickest way to improve realization across the firm.

Improved engagement management is not just for staff training courses. Partners and managers play a vital role in reinforcing the project management techniques that lead to improved economic performance. Although not directly involved in the day-to-day delivery of services, the ways in which partners and managers communicate expectations, identify and manage project risks, and clear roadblocks will significantly affect the ability of seniors to do their job and prevent realization slippage.

In this course we’ll share what we’ve learned from hundreds of staff accountants about the true project management challenges they face and provide practical guidance on how firm leaders can best support them.

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Risk Assessment on Small Business Audits

Auditing standards require auditors to assess risk—including controls—and use that assessment as a foundation for performing the audit. Risk assessment is not just a technical GAAS requirement, it has a direct impact on realization. Audit teams that perform a thorough risk assessment are more likely to have high realization engagements than those who go through the motions.

This course is designed for small business audit teams. It addresses the risk assessment procedures and responsibilities for each team member and how they fit together to create more effective and efficient audits.

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