There are various types of file reviews to be performed including a general file review, EQ review, section review and detailed working paper file review. This course will review the objectives, strategies and approach to each. Other file review issues will be explored including what causes file clutter and how to minimize, efficient documentation and giving and clearing review notes.

Through illustrative examples, guidance on practical application and an exploration of file review tips, you will strengthen your ability to conduct an effective and efficient file review and save time on your engagements.

Join Kirsten Albo, FCPA, FCA, ICD.DCPA, for an informative and up to date class on what you need to know about Efficient File Reviews!

TOPICS:

• Understanding the requirements of file reviews and documentation
• Distinguish differences between general file review, EQ review, section review and detailed working paper file review
• Learn how to appreciate the objectives and strategies of each type of review
• Identify file clutter, how it arises and determine ideas on how to minimize it
• Develop an efficient approach to reviewing files
• Implement file review tips and giving and clearing review notes
   

LEARNING OBJECTIVES:

• Better understanding of the requirements of file reviews and documentation
• Distinguish differences between different file reviews
• How to develop an efficient approach to reviewing files
   

MINIMUM REQUIREMENTS:

You will require an Internet connection and a phone/voice connection at the same time. Most attendees use their computer for the audio. Participants are able to submit questions and comments during the session via a Q&A text panel. Terms, conditions, pricing and services subject to change.

TARGET AUDIENCE:

This webinar will be of interest to accountants and tax practitioners who perform compilation engagements and especially for those who perform both Compilations and Reviews.

PROFESSIONAL DEVELOPMENT CREDITS (CPE HOURS):

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation. 

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for 12 months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

CANCELLATION POLICY:

Due to the costs involved with planning Web sessions, cancellations must be confirmed in writing at least one (1) business day before the beginning of the Web session. If we receive your cancellation notice within the above-mentioned period, you will receive a full refund. No refund will be issued for notices received after the cancellation period.

THIS WEBINAR INCLUDES:

• 12 months to review the webinar recording
• Print version of the presentation slides
• PD Certificate for 1.5 hours 

PRESENTER:

This webinar is being presented by: Kirsten Albo, FCPA, FCA, ICD.DCPA

President of ASK KSA Consulting Inc.

Kirsten has over 30 years of experience in public practice and uses her knowledge and expertise to provide practical solutions to help firms meet the requirements of being in public practice.

Kirsten gained her experience in public practice as an assurance partner at Price Waterhouse Coopers LLP. She was the partner on many public and private companies operating in a variety of industries. Her clients included Air Canada, Northwest Company and Winpak. Kirsten has a strong technical background and the ability to deal with complex matters. It is this experience she now brings to her clients.

She has in depth technical knowledge as she has faced extensive assurance and accounting issues. There are very few issues she has not encountered. And, having been subject to many internal and external file inspections, she knows the challenges SMPs can encounter and appreciates where they can save time without sacrificing quality. When resolving issues, Kirsten is known for her practical approach and ability to provide useful advice. She is a good sounding board and helps practitioners address risk and make practical business decisions.