Level II: Semi-Senior Staff Training - Overview
Begins: Ends:
(Check-In 8:30am EST)
Virtual
16.00 Credits
Member Price $599.00
Non-Member Price $799.00
Overview
You could pay $0 for this course!
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.
This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-10164. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
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 and at least one tax season
Designed For
Semi-Senior audit staff with 1-2 year’s experience
Objectives
Enable more experienced staff to complete smaller audits, reviews and compilations with minimum supervision and maximum profitability.
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
Non-Member Price $799.00
Member Price $599.00