Skip to main content

Staff Training Level III - Beginning In-Charge

-

Add to Calendar

Doubletree by Hilton Lafayette

1521 W. Pinhook Road
Lafayette, LA 70503

Get Directions

16.00 Credits

Member Price $699.00

Price will increase by $50 after 10/19

Non-Member Price $899.00

Price will increase by $50 after 10/19

Overview

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, and develop your ability to assess risk and materiality. Learn how AI can be used on engagements to enhance efficiency and quality. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. Per NASBA’s rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live – Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone. 

Highlights

“What is Expected of the In-Charge
Plan Engagements
Assess Risk and Materiality
AI for Accountants
Meet Client Needs
Complete Engagements
Review Assistants’ Work
Supervision”

Prerequisites

2 to 3 years experience

Designed For

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

Objectives

Enable experienced staff to advance more quickly to higher levels of responsibility and 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. 

Preparation

None

Notice

HOTEL INFORMATION
Staff Training attendees get exclusive rates on rooms for this event starting at $129/night:

The Doubletree by Hilton
1521 Pinhook Rd. Lafayette, LA 70503
337.235.6111

Group Code: CPA

Book by October 12!

RESERVE ONLINE

Leader(s):

Leader Bios

Katy McClure, Instructor of Accounting, LSU of Alexandria (LSUA)

Katy McClure is a licensed CPA in the state of Louisiana and an Instructor of Accounting at Louisiana State University at Alexandria. She completed her Bachelor of Science in Business Administration with a concentration in accounting while attending LSUA and went on to obtain her Master of Business Administration from LSUS. Katy spent the last seven years in Public Accounting gaining experience with a vast variety of clients. One of Katy’s favorite responsibilities in Public Accounting was teaching and training new staff accountants. She hopes to continue to grow her passion for teaching as a discussion leader and Instructor at LSUA.

Return to Top

Non-Member Price $899.00

Member Price $699.00