Level I - Basic Staff Training (Full Day)
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8.00 Credits
Member Price $419.00
Non-Member Price $519.00
Overview
You could pay $0 for this course!
This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-16465. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org
Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts.
Highlights
Role of New Staff Understanding Audit Objectives Accounting Data Analytics Working Paper Techniques/Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
Prerequisites
0 to 12 months experience
Designed For
New audit staff with less than one year of experience
Objectives
Improve inexperienced staff members? knowledge, skills and attitude to enable them to be more productive and profitable on audits, reviews and compilations.
Preparation
None
Leader(s):
Leader Bios
Bonnie Kennedy, CPA, DBA, Salve Regina University
Bonnie Kennedy, licensed as a CPA in Rhode Island, is a Group Practice Leader for Kaplan Financial Education, powered by Loscalzo Institute, and has over 25 years of experience in the accounting profession. In her current role as a member of the faculty at Salve Regina University, Bonnie teaches a variety of accounting and financial management courses and has published articles in scholarly journals. Bonnie began her accounting career with a regional CPA firm. She was involved in recruiting and training new staff and developed continuing professional education programs for the firm. After initial exposure to both taxation and attestation work, Bonnie eventually specialized in audits of manufacturing companies and not-for-profit entities. As CFO and Controller of a closely-held manufacturing firm for over a decade, Bonnie was responsible for financial reporting, tax compliance, cost accounting, government contracting, budgeting, and cash flow management. Bonnie holds a BS degree in business administration and MS degree in accounting from the University of Rhode Island. She is a member of the Rhode Island Society of CPAs, the Association of Certified Fraud Examiners, and the AICPA.
Non-Member Price $519.00
Member Price $419.00