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Effective Writing for Audit Professionals

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CISA
  • CPA/CFF
  • CGFM
  • CGAP
  • IAP
  • CICA
  • FPAC
  • IA LPA
  • QIAL
  • CCS
  • DE LPA
  • ME LPA

Published : April, 2024

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Free (Only Today)

2 Credits

Subject Area

Communications and Marketing

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • How does poor communication have an impact on someone's career
    5 mins
  • The e-mail or the documentation has to be self standing
    16 mins
  • Creating different documents for summary and detailed supplementary document
    24 mins
  • Summarizing oral communication
    35 mins
  • Sharing recommendation effectively with clients
    49 mins
  • Mentioning context to a newly added person in a long e-mail conversation
    62 mins
  • Having clarity in the reports
    79 mins

Course Description

Warren Buffett once said, "You can have all the brainpower in the world, but you must be able to transmit it. If you can't communicate, it's like waving at someone in the dark — nothing happens." 

As Buffett points out, the success of your career depends on the quality of your communication. 

In this podcast, Ryan Standil, the owner of Write To Excite, and Arun Mathur, the owner of UltimQuest Knowledge, will share their expertise. Ryan, a seasoned writing instructor, and Arun, with over 40 years of experience as an auditor and trainer, will provide practical strategies to enhance your writing skills as an audit professional.

In the auditing field, where technical concepts abound, miscommunications are all too common in both oral and written forms. As auditors, effective writing presents a significant challenge due to the diverse backgrounds of our readers. Each day, we navigate conversations with fellow auditors, colleagues from various departments, and members of the public, all with differing levels of expertise. It's not just a skill; it's an essential tool in our daily work.

By crafting emails and documentation that resonate with clients and colleagues, you'll not only increase the likelihood of their approval but also pave the way for significant practice growth and career advancement. Join this CPE podcast as we explore the art of effective communication in auditing, empowering you to excel in your profession.

For further insights, check out Ryan Standil's article in The Globe and Mail titled "The Importance of Writing Effectively." Stay tuned for invaluable tips from our experts.

Learning Objectives

  • Discuss how writing skills will impact your career progression.
  • Explore ways to improve your writing throughout different phases of your career.
  • Establish why technical auditing skills are not the sole ingredient for career success.
  • Know the types of miscommunications likely to arise when corresponding with clients.
  • Decide when to send an email vs. when to pick up the phone or meet face-to-face.

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
  • 2 General Credit of Communications and Marketing for Accountant/Bookkeeper/Tax Professionals
  • 0 CPD Credit of Communication for CPA in Canada
  • 2 CPE Credit of Internal Auditing for Certified Internal Auditors (CIA)
  • 2 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
  • 2 CPE Credit of Communications and Marketing for Certified Management Accountants (CMA)
  • 2 CPE Credit of Reporting and Communication Techniques for Certified Information Systems Auditor (CISA)
  • 2 CPD Credit of Auditing for Certified Financial Forensics (CFF)
  • 2 CPE Credit of Oral and written communications for Certified Government Financial Manager (CGFM)
  • 2 CPE Credit of Auditing for Certified Government Auditing Professional (CGAP)
  • 2 CPE Credit of Auditing for Internal Audit Practitioner (IAP)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CPE Credit of Auditing for Certified Internal Controls Auditor (CICA)
  • 2 CE Credit of Communication for Certified FP&A Professional (FP&A)
  • 2 CPE Credit of Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CPE Credit of Communication Skills for Qualification in Internal Audit Leadership (QIAL)
  • 2 CPE Credit of Auditing for Certified Controls Specialist (CCS)
  • 2 CPE Credit of Communications and Marketing for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Presenter

Expert Speaker

Ryan Standil

President, Write To Excite

Ryan Standil leads training programs about effective written communication. The goal of the programs is to teach participants how to view their own writing from the perspective of their readers.

Before he became a writing instructor, Ryan worked at a law firm in Toronto, Ontario.

Ryan attended Western University, in London, Ontario, where he graduated from the HBA program at the Ivey Business School and the JD program at the Faculty of Law.

Today, Ryan delivers presentations at many of the leading organizations in North America, such as Dentons, RBC, and Clear Law Institute.


About Company

Write To Excite

www.writetoexcite.com/

Write To Excite offers seminars on how to be a great writer.The seminars are provided to five types of audiences:

  1. Lawyers (for CPD hours);
  2. Accountants (for CPD hours);
  3. People in business;
  4. University students; and
  5. Grade 12 students.
The seminars for adults begin with fundamental writing concepts and end with advanced strategies for the fast pace of business. The seminars for students cover 33 steps to achieve top marks on writing assignments.

Host

Arun Mathur

Executive Director and Lead Instructor, UltimQuest Knowledge

Arun is Partner at Gerald Duthie & Co. LLP, where he provides professional services to a diverse group of clients. Arun is also Owner and Lead Instructor at UltimQuest Knowledge Inc. He has been delivering corporate training on improving governance, ethics, internal control, performance measurement and related topics. He provides live and online training through CPA bodies across Canada and Bermuda. Arun served for several years on the Board for HealthForce Ontario Marketing and Recruitment Agency, and was also Chair of the Finance and Audit Committee there and for the Trillium Gift of Life Network. He has served on the CMA Ontario's Review Committee prior to the merger.

About Company

UltimQuest Knowledge

www.ultimquest.com/

UltimQuest's mission is to provide practical and hands-on training to create ethics and governance champions in the corporate, public, and not-for-profit sectors. Our executive director and lead instructor, Arun Mathur, FCPA, FCA, LPA, has over 35 years of teaching and corporate training experience. UltimQuest is a proudly Canadian company based in Toronto, Canada.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

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AL

Andy Lee, CPA (US)

Jun 13th, 2024

Great training!

GN

Gabriel Navarro, CPA (US)

Oct 17th, 2024

Nice.