Skip to main content

AHI: Level II - Semi-Senior Staff Training

Begins: Ends:

(Check-In 8:30am EST)

Virtual

16.00 Credits

Member Price $599.00

Non-Member Price $799.00

Overview

Advance your skills to propel your career. This course is the second in a five-course series, 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, as well as drafting financial statements and footnotes. 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.

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

Prerequisites

1 to 2 years

Designed For

Semi-Senior audit staff with 1-2 years of experience

Objectives

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

Preparation

None

Leader(s):

Leader Bios

Bonnie Kennedy, 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

Return to Top

Non-Member Price $799.00

Member Price $599.00