Effective Workpaper Techniques: Building a Better Workpaper 2024

Creating dynamic workpapers that reflect a high level of clarity, competence and compliance can be challenging. Learn to build a better workpaper that also showcases your individuality and excellence. Gain a better understanding of the fundamental elements necessary to prepare, document and maximize the potential of each workpaper-particularly in an attestation environment. Harness the advantages of software to power your workpapers.

Presenters - David Edward Gosselin

Designed For: CPAs, accountants, financial professionals and emerging professionals.

Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Director; Sole Practitioner

• 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

• 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

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