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Staff Training Level II


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Picard Center for Child Development

200 East Devalcourt St.
Lafayette, LA 70506

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16.00 Credits

Member Price $699.00

Price will increase by $50 after 9/13

Non-Member Price $899.00

Price will increase by $50 after 9/13


Upskill your staff with this intense course that provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes.


Satisfy Client and CPA Firm Needs
The objective of this section is to identify ways to maintain and improve good communication with clients and partners. There is also an opportunity to critique actual practice situations involving poor communications.

Apply Analytical Procedures
This session emphasizes the values and uses of analytical procedures for auditing and review services and how these tests can be used to help a client run their business better as a part of a client–services-oriented approach. Participants will learn how to correctly apply the SSARS and SAS requirements to clients through several cases covering ratio analysis and analytical procedures.

Conduct Small Audits
Previous learning about the financial accounting process, transaction cycles, and the nature of generally accepted accounting principles will be reinforced and applied to the audit of a small client. Understanding the client and their industry; assessing control risk, inherent risk, and risk of fraud; linking assessed risks to resulting evidence; designing the most efficient audit approach; and making management suggestions on small jobs are all addressed in the case application.

Perform Review Service Engagements
In this session participants explore both the SSARS requirements and the practical problems encountered in applying them to compilations and reviews. A major case study is used to help participants understand differences in the nature and extent of procedures necessary for completing reviews and compilations, including analytical procedures, working papers and common GAAP problems. Participants will also learn how to use review service engagement forms and check lists more effectively.

Draft Financial Statements and Footnotes
Participants will review and recommend changes in the format, terminology, and account groupings for a set of financial statements included in a major case study. Adherence to firm policies and utilization of professional judgement in adapting to varying circumstances will be emphasized in full group discussion.

Using a reporting checklist, small groups of participants will also organize and outline the contents of footnotes for the case study financial statements. Participants will evaluate an accountant’s report for a review service engagement using the facts contained in the case materials. They will also complete an engagement reporting exercise to become familiar with the different types of reports needed under differing circumstances.

Improve Corporate Tax Knowledge
Completion of the major case in this module requires that participants identify and resolve numerous tax issues in order to determine a small business client’s tax liability for the year. A tax return preparation and review checklist for C corporations is provided as an aid. Other cases in the module require that participants solve problems involving unethical tax return preparation, methods of depreciating assets and determining the appropriate form of a business organization.



Designed For

1 to 2 years and at least one tax season*
* Note: the experience level is only a guideline; actual experience levels may vary.


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




Leader Bios

Katie Davis, AHI Associate, Inc

Katie Davis, a licensed CPA in the state of Florida, began her career with more than a decade of professional experience. She worked in public accounting (audit) at both Ernst & Young and Arthur Andersen, as well as in internal audit and then in corporate external reporting, both at Global Imaging Systems. Since 2009, she has been a full-time instructor of various accounting courses at the University of South Florida (USF). Katie has been awarded the outstanding teaching award for the Lynn Pippenger School of Accountancy three times since joining USF.  Katie holds master's and bachelor's degrees in accounting from Florida State University. She is a member of the AICPA and the Florida Institute of Certified Public Accountants."

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Non-Member Price $899.00

Member Price $699.00