Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar explores principles and practices involved in negotiating and conducting assurance engagements. The course covers risk assessment, engagement planning and client acceptance. Attendees will develop skills necessary to effectively manage client expectations, navigate complex regulatory requirements and ensure the quality and integrity of assurance services.
Other Available Sessions
Key Takeaways
This seminar will help learners:
- Determine whether the client should be taken on (Assess management integrity, review the client's reputation through existing reports and checks, communicate with previous or existing auditors.)
- Assess internal capabilities to conduct assurance engagements (Ensure client meets firm's independence requirements, assess the need for internal or external experts, staff the engagement with qualified personnel and ensure supervision, and assess engagement tool readiness.)
- Determine appropriateness of the engagement (Assess intended report users, risk of the engagement, scope of the engagement, necessity of a readiness engagement to address deficiencies, and determine the appropriate level of assurance, such as review vs audit.)
- Draft engagement letter and finalize client expectations (Identify mutually acceptable terms, specify clauses for the use of automated tools, AI, cloud computing, outsourcing, and other requirements from a confidentiality, privacy, and compliance perspective.)
- Organize field work and deliver the final audit report/verification statement (Draft timelines, execute field work, advise the client of issues, compile initial report, conduct QA, and issue the audit report/verification statement.)
Who Will Benefit
Examples of professions who may benefit from this course include:
- Auditors
- Assurance providers
- CFOs
- Board Members
- Members of Audit Committees
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Malik Datardina, CPA, CA, CISA is the Governance, Risk and Compliance (GRC) Strategist for Auvenir. His two decades of experience encompasses audit innovation, audit data analytics (ADAs), risk and security governance. At Auvenir, Malik analyzes disruptive trends and technology like AI, blockchain, and big data to build the audit platform of the future. He uses his wealth of knowledge in the innovation space to explore the impact of innovation and exponential technologies on the profession.