Better Workpapers: Document what is required, what matters, and no more (8hours)

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Feb 26, 2021

Registration: 8:00 AM / Program: 8:30 AM - 4:00 PM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Tired of workpapers always growing? Learn to identify required documentation and relevant risks. Make meaningful improvements to stay peer review compliant. Cases studies will compare and contrast different operations/risk profiles. Decrease time consuming, peripheral documentation of non-risk areas. Discuss reviewing tips and team/client management best practices to save time and effort. Bonus Section: To further increase time management skills, there will be Productivity Hacks, Apps, Tips and Tricks section. Formerly titled: Documentation Requirements, Design and Reviewing Techniques of Workpapers

Designed For

CPAs, auditors and financial professionals.


Know what documentation is required, and where. Determine and outline key risk areas and how to more efficiently document them. Review workpaper tips and establish best practices for team management. Recognize productivity hacks, apps, tips and tricks.

Major Subjects

Common deficiencies in engagement documentation as noted in peer reviews. Standard workpaper documentation best practices. The effect of working papers on the CPA's legal liability Documentation relating to specific areas of fraud, use of estimate, related parties, legal contingencies and the ability of the entity to continue as a going concern. How to best address analytics. Management process and approach to workpaper review.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email