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May 13 - 16, 2024 Live Webcast

Level II: Semi-Senior Staff Training (E2405291)

10:00 AM - 4:00 PM EDT each day
webcast

Vendor Platform

16.8 CPE Credits in AA
3.6 CPE Credits in TX
3.6 CPE Credits in MT

OVERVIEW

Advance your skills to propel your career. This course is the second in a five-course series and provides the guidance needed to handle small engagements and to complete small audits, reviews, and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures and draft financial statements and footnotes.

DESIGNED FOR

Semi-senior audit staff with 1-2 year's experience

BENEFITS

Enable more experienced staff to complete smaller audits, reviews and compilations with minimum supervision and maximum profitability.

HIGHLIGHTS

  • Satisfy client and CPA firm needs
  • Apply analytical procedures
  • Conduct small audits
  • Perform Review Service Engagements
  • Draft financial statement and footnotes
  • Improve corporate tax knowledge

COURSE LEVEL

Basic

PREREQUISITES

1 to 2 years and at least one tax season

ADVANCE PREPARATION

A&A Level I Basic Staff Training

ADDITIONAL NOTES

Per NASBA’s rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live – Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

INSTRUCTOR

Richard Ferdinand

Richard A. Ferdinand, CPA, M.B.A.

Richard Ferdinand, CPA Rich Ferdinand, CPA, specializes in providing financial and general management services to the small- and medium-sized business markets (SMBs).

Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance.

He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation's Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs.

Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of New Jersey, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago.

PRICING

$830.00 - Member

$1,030.00 - Nonmember

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Note: Online pre-registration will close 24 hours prior to this event.

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COURSE DEVELOPER

AHI