Preparing and Reviewing Workpapers for Higher Quality Audits
Total Credits: 4 including 4 Accounting - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Accounting and Auditing
- Faculty:
- Jennifer Louis, CPA
- Course Levels:
- Basic
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review.
Basic Course Information
Learning Objectives- Recall minimum documentation requirements contained in the SASs
- Explain best practices for preparing and reviewing workpapers to ensure an effective and efficient engagement
- Apply techniques in case studies and examples for preparing and reviewing workpapers
Major Subjects
- The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers
- Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions
- Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit
- Tips for an efficient workpaper review process that complies with relevant standards
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Preparing and Reviewing Workpapers for Higher Quality Audits Handout (2.5 MB) | Available after Purchase |
Glossary (13.1 KB) | Available after Purchase |
Faculty

Jennifer Louis, CPA Related Seminars and Products
President
EMERGENT SOLUTIONS GROUP
Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis. Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years. Prior to that, Jennifer was Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters. Over her six years at AuditWatch, Jennifer served many roles. She began her career at AuditWatch as Vice President of Product Development. Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses. Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs. She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings. She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).
Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.
Jennifer was also an Audit Manager at Deloitte, in Washington, DC. During her five years with Deloitte, she was a frequent local and national instructor. Jennifer also served as an instructor for the firm’s national “Train the Trainers” program.
Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn
Dates
Fri, Mar 28, 2025 - 11:00am to 02:37pm PDT
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Wed, Apr 02, 2025 - 09:00am to 12:37pm PDT
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Tue, Apr 15, 2025 - 07:00am to 10:37am PDT
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Tue, May 20, 2025 - 07:00am to 10:37am PDT
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Wed, May 28, 2025 - 11:00am to 02:37pm PDT
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Mon, Jun 02, 2025 - 09:00am to 12:37pm PDT
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Tue, Jun 17, 2025 - 07:00am to 10:37am PDT
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Tue, Jul 15, 2025 - 07:00am to 10:37am PDT
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Mon, Jul 28, 2025 - 11:00am to 02:37pm PDT
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Sat, Aug 02, 2025 - 09:00am to 12:37pm PDT
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Tue, Aug 19, 2025 - 07:00am to 10:37am PDT
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Tue, Sep 16, 2025 - 07:00am to 10:37am PDT
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Mon, Sep 29, 2025 - 11:00am to 02:37pm PDT
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Thu, Oct 02, 2025 - 09:00am to 12:37pm PDT
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Tue, Oct 21, 2025 - 07:00am to 10:37am PDT
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Tue, Nov 18, 2025 - 07:00am to 10:37am PST
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Tue, Nov 25, 2025 - 11:00am to 02:37pm PST
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Tue, Dec 02, 2025 - 09:00am to 12:37pm PST
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Tue, Dec 16, 2025 - 07:00am to 10:37am PST
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Tue, Jan 20, 2026 - 07:00am to 10:37am PST
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Wed, Jan 28, 2026 - 11:00am to 02:37pm PST
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Mon, Feb 02, 2026 - 09:00am to 12:37pm PST
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Tue, Feb 17, 2026 - 07:00am to 10:37am PST
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Tue, Mar 17, 2026 - 07:00am to 10:37am PDT
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Sat, Mar 28, 2026 - 11:00am to 02:37pm PDT
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Thu, Apr 02, 2026 - 09:00am to 12:37pm PDT
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Tue, Apr 21, 2026 - 07:00am to 10:37am PDT
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Tue, May 19, 2026 - 07:00am to 10:37am PDT
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Thu, May 28, 2026 - 11:00am to 02:37pm PDT
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Tue, Jun 02, 2026 - 09:00am to 12:37pm PDT
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Tue, Jun 16, 2026 - 07:00am to 10:37am PDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For
- Anyone who prepares or reviews workpapers
Original Recording Date 2025
Course Developer EMERGENT SOLUTIONS GROUP
Date Added to Catalog 3/2025
Yellow Book Yes
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.