6 CPE credit of Auditing for all CPAs
6 CPE credit for Certified Internal Auditors (CIA)
6 CPD credit (Verifiable) for Canadian CPAs
6 CPE credit for Qualification in Internal Audit Leadership (QIAL)
6 CPE credit for Internal Audit Practitioner (IAP)
6 CPE credit for Certification in Risk Management Assurance (CRMA)
6 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Ethics For CPAs practicing in Connecticut
Building & Managing a Pipeline
Building a Prospect List
Building Exceptional Culture Through Leadership
Building Firm Loyalty
Landing a Prospect Meeting
Accounting for Business Combinations Overview
Accounting Changes and Error Corrections (3 CPE)
Excel accountant Member Exclusive: Printing & Page Layout
Tax Update: Child Tax Credit, Form 941, and E-file Mandate
Tax Update: Recovery Startup businesses, Ethics Detour, and Auto Depreciation
Tax Update: FFCRA Guidance, Virtual currency, and SECURE Act
Conflict Resolution in the Workplace
State Taxation of Pass-through Entities and SALT Cap Workaround
Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload
This 6 CPE course takes attendees through an overview of the audit process, end to end, and how to create value-added findings. Additionally, to create value-added findings, auditors must be able to complete a detailed root cause analysis and components of a finding, which will be discussed. Finally, the means, timing and method of follow-up will be discussed, including tracking and efficient follow-up procedures.
Engagement Planning and Risk Assessment
Planning is the foundation for every efficient and effective audit. If audit teams take the time to build an effective audit risk assessment and plan the audit accordingly, the opportunity for a smooth and under budget audit increases exponentially. This online CPE course will take attendees through the basics of audit-level risk assessments and appropriate steps throughout the planning phase of an audit.
Major topics covered about engagement planning and risk assessment in this online CPE webinar:
Root Cause Analysis
Have you ever communicated a recommendation only to discover the implemented recommendation didn’t resolve the problem?
Do you feel like you identify symptoms of problems?
Does your organization use the Band-Aid approach to correcting communicated audit findings?
If you answered yes to any of these questions, this CPE course is for you.
While management should perform root cause analysis, they often don’t have the time and will simply implement a recommendation provided by the auditors. This means that auditors must complete a root cause analysis. However, identifying the root cause is hard and often overlooked by auditors. Moreover, the root cause may be politically sensitive when communicated by auditors.
Performing a Root Cause Analysis will allow you to investigate problems, perform a cost-benefit analysis, and identify the true cause of your organization’s audit findings. By understanding and employing a Root Cause Analysis, you will be able to assist your organization to increase productivity and decrease inefficiencies.
By understanding and employing the basic techniques associated with Root Cause Analysis, you will be able to assist your organization to increase its productivity and decrease its inefficiencies.
Major Topics covered about root cause analysis in this CPE course:
Audit Follow UP
If performed ineffectively, audit follow-up can be a time consuming and non-value added endeavor. The speaker Danny Goldberg will explain the importance of audit follow-up and how to perform it in an efficient and effective manner.
Major topics about audit follow up covered in this online continuing education course:
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.
Danny M. Goldberg is the Founder of GoldSRD (www.GoldSRD.com), a leading provider of Staff Augmentation, Executive Recruiting and Professional Development services. Danny is a well-known speaker on internal auditing and People-Centric Skills, co-authoring People-Centric Skills: Communication and Interpersonal Skills for Internal Auditors, via Wiley Publications. People-Centric Skills, 2nd Edition, the follow-up to this critically acclaimed book, is currently available via Amazon and through GoldSRD at a discounted rate.
Danny has over 22 years of professional experience, including five years leading/building internal audit functions. Danny was named as one of the Fort Worth Business Press 40 Under 40 for 2014.
He is a thought-leader in the profession, recognized through his numerous articles in trade magazines and consistent rating as a top speaker in the industry. Mr. Goldberg is also accredited as the Professional Commentator of the Bureau of National Affairs - Internal Audit: Fundamental Principles and Best Practices (Professional Commentator). This book was authored by renowned audit scholars Curtis C. Verschoor and Mort A. Dittenhofer – coauthor of Sawyer’s Internal Auditing.
Mr. Goldberg is an active member of the Institute for Internal Auditors, both at a local and national level. Leadership roles include:
Danny is a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified in the Governance of Enterprise Information Technology (CGEIT), Certified in Risk and Information Systems Control (CRISC), Certified in Risk Management Assurance (CRMA), has obtained his Certification in Control Self Assessment (CCSA) and is a Chartered Global Management Accountant (CGMA).
- Executive Recruiting: Due to our expansive network of very capable and experienced resources, we are able to target not only the right background but ideal personality fit to fill your organization’s needs.
- Professional Development: Our Founder, Danny M. Goldberg, is a renowned speaker and trainer on internal audit, accounting, finance, and soft skills. We have over 100 full-day courses and can customize to your needs. These courses include topical matters on Internal Audit, Audit, Finance and People-Centric© (Soft Skills). With over 100 professional organizations and 30 Fortune 1000 customers, we have the experience and know-how to create a successful, fun, interactive and objective-based course.