1.5 CPE All publicly-traded and many privately-held, nonprofit and other types of entities are subject to independent audits as a means of providing financial report users with reasonable assurance that the financial statements and related disclosures are not materially misstated due to fraud or error. This course assists financial statement preparers with understanding how to pre-identify and proactively avoid potential audit issues, by thinking like an auditor when preparing and fairly presenting financial statement information.
What you learn in this course should result in multiple benefits, such as:
- On-time financial statement issuance
- Lower audit fees
- Improved reliability of financial reports
- An enhanced ability to manage enterprise-wide risk.
Course Series
This course is included in the following series:
6 CoursesAn Auditor's Perspective on...
- Preparing Financial Statements - An Auditor’s Perspective on What Matters Most
- Independence Rules for CPA’s - An Auditor’s Perspective on Significant AICPA, Public Company, Governmental, and International Differences
- Designing and Performing Sampling Plans – An Auditor’s Perspective on Monitoring Internal Controls, Compliance, and the Reasonableness of Account Balances
- FASB ASC Section 205-40: Going Concern Uncertainty – An Auditor’s Perspective
- FASB ASC Topic 470: Debt – An Auditor’s Perspective on Common Balance Sheet Classification Issues
- FASB ASC Topic 820 Fair Value – An Auditor’s Perspective on Determining Fair Value of Non-Readily Marketable Investments
Learning Objectives
- Discover the concept of materiality that is built into the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC), Public Company Accounting Oversight Board (PCAOB), and Generally Accepted Audit Standards (GAAS).
- Discover tips for identifying and evaluating where the most probable risk of material misstatement exists in the financial statements and related disclosures.
- Explore how to proactively avoid potential financial statement audit issues.
Last updated/reviewed: March 4, 2024
217 Reviews (985 ratings)
Reviews
Anonymous
(CPA)
Presentation was somewhat difficult to follow.. voice cadence creates some uncertainty /concern with validity of statements, as well as key concepts identified in slides but not clarified or resolved. Overall, the key concepts were not always clearly stated but highlighted.
It would be more relevant to have more well-rounded examples to include both for profit entities as well as non-profits and HOAs with examples both in the verbal recount as well as the Q&A and videos. Thank you!
Anonymous
()
Excellent course for auditors and non-auditors. Suitable for anyone looking to learn more regarding the financial statement preparation process. I enjoyed the videos and the instructor's communication style - the slide handouts were also very useful. Don't expect to learn a ton from a shorter course like this, but do expect a good base knowledge of the subject matter!
Anonymous
(Director)
The course is very helpful especially to those that are involved in the financial statements preparation. For those with no public accounting background, this is a highly recommended course. The presentation is very organized and presented with a good level of simplicity. The speaker is also good and very knowledgeable of the topics included in the course.
Anonymous
(Director of Finance)
good review of audit issues that can arise and makes it clear what is needed going forward for issues that could come about. Preparation of financial statements discussed in this course shows that the auditors have a clear duty to use their professional judgement, rather than just rely on financial information given to them.
Sherry Gong
(CPA at N/A)
I like that the presentation is thorough, but it is somewhat jargon-heavy (understandably so). The slides are very text-heavy, too, and they could benefit from an increase in the use of the slideshow program's ability to show one piece of info at a time (even in the diagrams) so that it's less overwhelming to the learner.
Anonymous
(VP, WFM and BusTech)
This course provided an excellent overview of preparing financial statements as well as pitfalls to avoid that could otherwise result in audit-related issues for accurate financial reporting. The instructor presented the content in an engaging manner, and the supporting materials provided were relevant and concise.
Anonymous
(Associate Director)
The course provides a great overview for individuals who are preparing FS. The course provides a good understanding about what areas are higher risk of auditor investigation, areas of higher risk of misstatements, and areas that are lower risk/immaterial to the FS. Great course for first time FS preparers.
Cammy Dollins
(Payroll Coordinator at Laclede Electric Cooperative)
This course provided a more in depth overview of what is involved in preparing financial statements. It gave me a better idea of what the auditors might be looking for. I enjoyed the instructor because she was very knowledgeable and easy to follow. The slides and glossary statements were helpful as well.
Anonymous
(Manager Internal Audit Europe)
This course provides financial accounting professionals with a good and helpful overview on how to prepare financial statements with potential audit issues in their mind. Thinking along the line with auditors helps to better understand the auditing process and avoid potential audit issues.
Anonymous
(N/A)
This course provided the fundamentals for preparing financial statements. The instructor did a great job of presenting the material; I thought that that the emphases on materiality and risk were spot-on. I will definitely look for other courses taught by the instructor.
Anonymous
(Risk manager)
There are many concepts here, and somtimes it was not so concrete to comprehenze the theories here.Hope next time Ms Jennifer could give us a lot examples explanation to teach the audit's focus on financial statement.Thanks for Ms Jennifer's nice teaching.
Anonymous
(CPA)
The instructor was clear and informative and provided a comprehensive overview of an auditor's perspective on risks related to the financial statements. I believe the presentation could have benefited from more real-world examples of the topics covered.
Lou Mortillaro, CMA
(Accounting Manager at American Financial Resources)
This course is a great resource to review when in the planning phase of the Annual Audit. I am in the middle of my planning phase now and I took away some points that I will make sure to address in my own preparation. Great course!
Anonymous
(Finance)
Helpful to reminder to continue to bring an auditor's perspective to the books. I wish this was something I had more exposure to in my early career days when I was more focused on the mechanics of an entry, accrual or valuation.
Anonymous
(Senior Accountant)
Well laid out and comprehensive material. Provided good detailed examples. Gave pros and cons in evaluating audit risk points. Presenter's delivery was well measured. Came across as very knowledgeable on subject matter.
Jeffrey Kirsch
(CFO / VP Finance at Kirsch CFO Advisor)
I enjoyed Jennifer Louis course on taking an auditor's perspective on what matters most when preparing financial statements. It is obvious that Jennifer has a solid auditor experience and knows her subject area well.
Joshua Bourquard
(Accounting Manager Financial Reporting a.. at TPx Communications)
Great overall course. Enjoyed the examples of what auditors look for and how they manage risk and where they will be looking. Wish it was more in depth regarding the financials but great handle of the subject matter.
Kirk Valencia
(Business Administrator at Denver Church of Christ)
I really enjoyed this lecture. Outline was clear and concise and example illustrations were very helpful in refreshing my understanding of the basic audit concepts. I particularly appreciate the audit risk diagrams.
Anonymous
(Anonymous)
Excellent course on financial statement materiality concepts and a number of other important concepts. The instructor is very knowledgeable and explains things very well. The course and slides were well written.
Anonymous
(Controller)
Great course. Helpful to think through areas that increase audit issues. Jennifer's presentation is well-paced, thoughtful, and organized. Even the exam questions helped to refresh the key areas of the material.
Anonymous
(Accountant)
This course helps you think like an auditor to better prepare financial statements. It includes current topics like Revenue Recognition to especially focus on to evaluate potential financial misstatements.
Anonymous
(Accounting Technician)
This course was hard for my learning style. Basically, lots of verbal and written words, rather than examples with copies of F/S and supporting documentation to see where an auditor would look to compare.
John Filbert
(Consultant at DLC Group)
Helpful class from an auditor's perspective on preparing financial statement audits. Great for anyone that preparing to go through there first audit, or want to be prepared for the event in the future.
Lawrence Hirsch
(Controller at Builders design)
Great course presented by a very capable mentor. Jam packed content that throughly explains the material. Very sufficient presentation slides. Overall a very solid hour of study.
Thank you,
Larry
Anonymous
(Accountant)
This was a nice overview of what Auditor's are looking for during an audit. I thought the presentation and the materials were very good and she spent an appropriate amount of time covering each topic.
Anonymous
(Finance and Accounting Consultant)
This course was an effective overview of audit implications in light of considering the concept of materiality. The slides are well structured and the instructor provides a deep dive into the topic.
Anonymous
(Accounting Supervisor)
It was very interesting to get perspective from someone who has worked in both external and internal audit. This was a great refresher on what goes into consideration when issuing an audit opinion.
Anonymous
(Staff Accountant)
Interesting and useful information from an auditor's point of view to help create financial statements that are easier for auditor's to review. Which in turn would reduce the cost of these audits.
Natalia Lippold
(Certified Payroll Professional at Trivantus, Inc.)
I don't use financial statements in my day-to-day work, but I like to keep up on the concepts and changes related to all aspects of accounting. This course was a good refresher for me. Thank you.
Anonymous
()
This course was a good reminder of the different viewpoints for financial statements and how at the end of the day we are all just looking to provide a an accurate picture of company operations.
Anonymous
(Controller)
This course was a really good review of the concepts related to financial statements and disclosures. Great tips and information on what to watch out for when preparing financial statements.
Maxwell Hassenstein
( at NeoGenomics)
As a prior auditor, this content was a good refresher to a maintain an auditor perspective, particularly now that I am in private industry and routinely engage with our external auditors.
Anonymous
(Director of Accounting)
Great info on the auditor approach to materiality and misstatement. Brief helpful section on the rollforward of prior misstatement to aggregate with new for evaluation of audit opinion.
Anonymous
(Controller)
The corse provides a great reminder to what the auditors are looking for and also the why. This presentation was well done and provides additional insight for our financial statements.
Anonymous
(Fund Accountant)
I draft several sets of financial statements per year and have always started with the same as last year approach. This course will be helpful in better understanding the end goal.
Anonymous
(Corporate Controller)
Course was hard to follow as there was too busy and monotone. However, it is still a good course to take given that it provides good ideas and examples that can be applicable.
Thomas Simkiss
(Director of Cloud Solutions at Creoal Consulting)
Excellent course to refresh your audit knowledge for experienced practitioners or to learn the basics for the new CPA. The materials were spot on, easy to use and understand.
Sherman Bamford
(Accountant at Carilion Clinic)
Very timely and informative course from someone who obviously has dealt with auditor/management interactions. I was glad the course included theory as well as practical advice.
Monte Smith, CMA
(Chief Executive Officer at Gerding Companies, Inc)
An excellent coverage of the topic especially relevant to those not coming from a public accounting background. The auditor's perspective is invaluable in prepping financials.
Anonymous
(CFO)
Good instructor and relevant examples offered. I like bringing the thinking of the external auditor into internal financial team discussions during preparation for year end.
Anonymous
(Director of FInance)
This was a good course and a good refresher on an auditor's perspective. A lot of the context rang true in my every day work. I would like to do more education in this area.
Anonymous
(Assistant Controller)
My review is based on the reading materials (supporting materials) of this course as I didn't play/listen this course. Some slides were not clearly stated the concepts.
Michael Izzo
(Sr Financial Reporting Analyst at Catholic Health Initiatives)
Outstanding coverage of the material. Really went into good depth on the learning objectives and what is important to an auditor when reviewing the financial statements.
Anonymous
(Director of Accounting)
This is a great course to understand the risks involved in the preparation of financial statements and how auditors assess and manage their audit risk during their audit.
Larisa Demling
(Accounting Manager at Signature Flight Support)
The presenter did a great job with the course. The content is helpful to those in the position of preparing financial statements and the disclosures to those statements.
Anonymous
(Senior Director Internal Audit)
Evaluating Financial Statement Audit Risk is a fundamental knowledge need for CPA. This course did a great job of explaining Evaluating Financial Statement Audit Risk.
Anonymous
(CPA)
The course was easy to follow. It covered a great deal of material, and was a great refresher. It would be beneficial to know which questions were missed on the exam.
John Ball
(controller at CPP)
good short summary of concepts with some reminders on audit risk issues. can be a difficult area to deal with due to sheer volume of possible risks in larger business
Anonymous
(Controller)
good material overall for auditors and non-auditors. it is a good refresher on audit concepts in general high level information. would highly recommend to take
Chad Gallion
(Audit Senior at EKS&H)
As an auditor this is a good over view, and easy to follow of the overall financial statement process we go through in order to issue a set of financials.
Anonymous
(Payroll Analyst)
This is a very informative course on materiality in financial statements. It gives information on how to define materiality and what should be considered.
Inna Shmukler
(Controller at Fornetix LLC)
Very informative course. Would not recommend for beginners: it requires deep understanding of the preparation of financials statements and disclosures.
Devery Adair
(CFO at PLI Industries LLC)
insightful Information to help financial statement preparers approach their work with audit in mind. This should help reduce audit time tremendously.
Linda Forde
(Owner at The Forde Firm, LLC)
Great examples! Helpful information considering materiality. Note to financial statements are so importance and the course discussed them nicely.
Anonymous
(Senior Internal Auditor)
This course was a refresher. The instructor was very effective in presenting the course materials. The time allotted for the course was appropriate.
Anonymous
(Accounting Manager)
good course, alot of information if you normal day-to-day responsibilities do not involve FS or auditors, but it does help to understand the 'why'.
Anonymous
(Owner)
Incredibly informative class the succinctly and engagingly provides insightful knowledge on the preparation of financial statements. Nicely done!
Anonymous
(solo)
Great course. Stated learning objectives were met. Program materials were relevant and contributed to the achievement of the learning objectives
Anonymous
()
Instructor provided helpful examples throughout this course. Material is beneficial for professionals who are not familiar with these concepts.
Anonymous
(Internal Audit)
Thank you for providing this course from the preparer perspective. As I've always been in audit, it's interesting to see the other perspective.
Mark Eastman
(Accountant at Self)
well done and organized course for anyone who needs to work with auditors. Pace is fast but the slides are well crafted to assist the listener.
Mark Quinn
(CFO at AlkemyX)
good course - raised many areas to be considered when preparing the financial statements. Some are intuitive while others were good reminders
Jesus Pineda
(Director - Accounting at AB)
enjoyed the discussion on preparing financial statements from an auditor's perspective on what matter most, especially with immaterial items.
Anonymous
(Finance Consultant)
Good reminders on the risks at stake associated with the process to prepare financial statements in accordance with the regulatory framework.
Anonymous
(Assistant Controller)
Very straightforward course that nicely summarizes the keys risks across the financial statements. Thoughtful reminders for audit planning.
Anonymous
()
Nicely presented. Basic yet thorough discussion of what principles that auditors are concerned with when evaluating financial statements.
James Chuang
(Compliance Officer at Silverton Casino Hotel)
A fantastic overview of the financial statements and some of the key aspects that are especially important from an auditor's perspective.
Raveendran Madappattu
View Instructor Profile
Very well presented! It is very useful for financial statement preparers to reduce the work of auditors, if seriously taken and applied.
Anonymous
(CFO)
Very good overall review of audit issues. Liked how the instructor took both the auditor and financial statement preparer viewpoints.
Anonymous
()
Did a great job with teaching the relevant knowledge needed for this course and gave a good general baseline for basic audit concepts.
Anonymous
(Vice President of Technical Accounting)
Good introduction focused on risk to financial statement preparers and auditor and on the principle objectives of financial reporting.
Anonymous
()
Excellent course covering how auditors view financial statement and how management can use the same lens in anticipation of the audit.
Bryan Chamberlain
(Controller at N/A)
wonderful presentation of material that every accountant should be familiar with. I'm anxious to see other courses by this instructor.
Anonymous
(Not Provided)
Good review on areas to focus on to help with financial close and review with the auditors prior to releasing financial statements.
Anonymous
(Finance Manager)
This is a great course for anyone wanting to learn more about financial statement preparation. Would highly recommend this course.
Anonymous
(Controller)
Good overview to prepare for year end. Delivery a little slow so have to work on keeping concentration. Tips section appreciated.
Anonymous
(Sr. Accountant)
Presentation was easy to follow and comprehend. Presenter gave solid examples and included demonstrations for clear comprehension.
Anonymous
(Senior Accountant)
Very good information given in this course, and given in a way that was very informative, not too wordy, and easy to understand.
Anonymous
(Senior Payroll Associate)
A concise explanation of financial statements and the process to determine the components most necessary to a successful audit.
Janine Korovesis
(Controller at Google)
I enjoyed the subjec matter of this course. It's a very high level overview of what goes into financial statement preparation.
Anonymous
()
I liked the way this instructor articulated the subject matter. I found her discussion points to be interesting and useful.
Lauren Bauer
(Accounting Manager at Signature Analytics)
This was a good overview of important auditing concepts, specifically materiality and the different types of audit risk.
Warren Parker
(Senior Accounting Spec at SEIU)
Overall, this is a great, practically minded set of lessons which don't require an ongoing audit background to appreciate.
Anonymous
()
Good intro into materiality. Presenter did a nice job of mixing up slides and going beyond what was shown on the slides.
Scott Anderton
(CFO at HCA)
Overall good information but moved along slowly. Believe this could have been covered in a 50 minute session with ease.
Bettie McCarthy
(Consultant at Bridgepoint Consulting)
Great tips for accounting professionals to help them think like auditors and protect their companies from audit issues.
Thomas Hayes
(Clinical Associate Professor at University of Arkansas)
Well-organized course. I'm surprised at how much I remembered from before. Good course for anyone teaching auditing.
Eugene Rura
(Manager Finance at Saputo DF USA)
Great review, make sure you take in the morning with a good cup of coffee, a lot of information in a very concise form
Anonymous
(Consultant)
Great overview, easy to follow slides. Liked the short break down of topic. More like this on audit and accounting.
Michael Muchortow
(CPA at Muchortow & Associates)
Presenter did a nice job keeping my interest level and attention with a subject matter that is not overly exciting.
Anonymous
(Payroll Coordinator)
The instructor gave alot of good tips on what to look for while being under an audit and what an auditor looks for.
Anonymous
(CPA, CFE, CGMA)
Practical and helpful tips for corporate accountants who are responsible for preparing the financial statements.
Eric Cox
(Senior Accountant at Mondo)
This is a must take for anyone without a background in audit who needs to prepare audited financial statements!
Christine Matthes
(- at None)
This webinar provides an in depth discussion that is great for those looking to gain audit/materialty insight.
Anonymous
(CPA)
Proper coverage of the materials. Instructor provided relevant information.
Interesting and timely topics.
Abhiraj Gupta
(Financial Analyst at Osf Digital)
The course is for beginners and is awesome. One knows how to avoid Audit issues if we are prepared in advance.
Anonymous
(Internal Audit Director)
Thank you very much for the excellent presentation!
I will apply what I learned to my daily work approach.
Andres Galdo
( at Vitol Inc)
This is a great course for anyone in audit or is interested in a career in audit. I definitely recommend it.
Mahira Sheikh
(Accounting Manager at DLC Group)
This course is very relevant to anyone in the accounting or finance field as it covers the basic of audit.
Anonymous
(Accountant)
The instructor is clear and detailed in explaining the program material. A lot of information is presented.
Anonymous
(Managing Director)
This was a good dive into Preparing Financial Statements - An Auditor’s Perspective on What Matters Most.
Caitlyn Post
(Controller at OK4WD)
This course is well organized and thorough. It gave a good overview of financial statements and audit risk.
Halina Kovel
(Sr Revenue Accountant at Yelp)
goog refresher on auditing standards and practices. Useful for non-audit professionals as well as auditors
Anonymous
()
This is a very strong course on preparing financial statements. It is a helpful class with a good layout.
Derek Ettinger
( at GP Fund Solutions, LLC)
Instructor understands the topic well and was able to communicate concepts in a clear and thorough manner.
Whitney Purinton
( at Lowe USA)
Good review of the audit world with some nice tips. Instructor is very knowledgeable about the subject.
Anonymous
(Accounting Manager)
Course material was intuitive and basic for auditor - however a good refresher of conceptual framework.
Anonymous
()
Excellent description of Inherent risk. Discussion of Materiality coverage gave insights and direction.
Anna Poselenova
( at Junior's)
It's an informative and well-presented course on potential risks when preparing financial statements.
Rahman Ullah
(Senior Accountant at Cardtronics)
The course was very informative. However a better conclusion could help with information. retention.
Judith Poli
(Payroll Manager at Odyssey Systems Consulting)
Really great instructor, nice verbal style, good presentation, excellent slides. Interesting topic.
Shirley Bailey
(Board Member at GMR Protection Resources)
Presenter is very knowledgeable, gives good examples and makes the information easy to understand.
Anonymous
(Consultant)
Great slides, there is a fair amount of new material related to the topic. Overall a good course.
Anonymous
(Manager Internal Audit)
I thought the course was informative and the host presented the material in a constructive format.
Chukwudinka Mason
(Auditor at National Reconnaissance Office)
This was very informative and I will recommend this to my colleague and friends of similar field.
Anonymous
(Reinsurance Accounting Manager)
Great course presenting helpful information to keep in mind when preparing financial statements.
S Marie Vernon
(- at --)
Great class with thorough information on how to avoid audit issues and get good audit opinions.
Anonymous
(Director, Accounting)
Overall, I thought the presentation was easy to understand and covered the topics as designed.
Yu Guo
(Audit Associate at RSJ)
More practical skills training is good. I feel this training is too theoretical and conceptual.
Anonymous
(Controller)
great overview of some basic audit concepts, would love a more advanced version of this xxxxxxx
Kari Oettinger
(Accounting Manager at ASQ)
Effective instruction. Good summary of important information. Instructor was easy to listen to.
Lilian Dendrinos
(consultant at DLC Group)
Coming from the management side, it was very interesting to see what matters most to auditors.
Anonymous
(Director)
Good course that provides from an auditor’s perspective when preparing financial statement.
Alex Ledin
(Financial Analyst at Lockheed Martin Co.)
A good overview, nicely presented. I'm not sure that I would consider this course "advanced".
Anonymous
(Compass Consultant)
Great course! Very informative and did a nice job walking through the auditor's perspective.
Anonymous
()
Could actually be longer and a little more detailed with more significant reference materials
Anonymous
()
This course was great. Instructor was informative and engaging. Would recommend this course.
Anonymous
()
This was an adequate refresher course. Good reminder for why I left the field of auditing.
Anonymous
()
Great, clear examples relevant to my job as an auditor. The course was appropriately paced.
Anonymous
(Production Revenue Accountant)
One of the better courses; relevant information presented in an easy-to-understand format.
Anonymous
(Senior Accountant)
Very concise and informative presentation. I would take more courses from this instructor.
Anonymous
(CFO)
Tough course but very informative on the auditors perspective on my financial statements.
Anonymous
(Grants and Contracts Manager)
The Audit Risk Formula. I need to pay attention to the design of our internal controls.
Anonymous
()
Good overview on what an auditor should be aware of with regards to financial statements
Anonymous
(Owner)
solid reminder of the basic concepts taken by audtors in preparing financial statements
Anonymous
(Auditor)
Great in-depth review of materiality related to the preparation financial statements.
Ryan Vandermus
( at Argos Family Office, LLC)
Good course overall. This is good for anyone who is interested in how auditors think.
Sharon King
(Contractor at Self employed)
This course was a great refresher on the concept of materiality and risk assessment.
Adan Sanchez
(Senior Assistant Controller at Oracle)
Great refresher on understanding how external auditors assess financial statements.
Anonymous
(Controller)
Nice summary and good reminders from us that have been out of public for a while.
Anonymous
()
A nice comprehensive review of the financial reporting and the key audit pieces.
Jill Todd
(staff accountant at The Cooper Group)
super easy to understand, Slides were good study guides, professor was articulate
Anonymous
(Director Net Revenue)
Presenter was clear and effective - great perspective for non-public accountants
Corey Masters
(Accountant, Internal Auditor, Risk Speci.. at Self)
An excellent review of preparing financial statements. A lot of good insights.
Anonymous
(Accounting Manager)
This course gave a good audit perspective on what the focus is during an audit.
Anonymous
()
it was concise but dry. I could not relate to real-life examples. Eazy credits
Anonymous
()
Great intro class to auditing FS. It's not what I do but always good to refresh
Carlos Rangel
(Managing Director at CARLOS RANGEL, CPA PC)
Excellent overview over financial statement preparation to avoid audit issues.
Karen Misaki
( at N/A)
Pretty straightforward. I liked the slides they were easy to follow along.
Muhammad Baig
(Managing Director at N/A)
Good coverage of material and clear questions to test the knowledge obtained.
Claire Long
( at Texas Slots & Gaming)
Good overview of an auditor's perspective on preparing financial statements.
Anonymous
(Close & Consolidations Senior Manage..)
interesting class. good to get a refresher on risks in financial statements
Lorene Johnson
( at SeaOne Holdings)
Clear and easy to understand. Instructor was very good in presentation.
Anonymous
(Controller)
Good discussion on risk -- all the different types that go into audit risk
Anonymous
(Senior Accountant)
The presenter was very clear. She appeared well knowledgeable in this area
John Watkins
( at GSMS Inc)
Good course and overview of looking at things from an audit perspective.
Anonymous
()
Clearly presented. This course gives good info about materiality and risk.
Anonymous
(Auditor)
Good course, helpful to get auditor perspective on financial statements.
Dhaval Kadakia
(Director of Sales at JRC Conventions & Trade Fairs)
Very nicely explained - definitely helpful!
Presentation to the point.
Anonymous
(Payroll and Benefits Manager)
great course with a great overview of financial statements. Thank you!
Alyssa Borenstein
(n/a at Casper)
great course, a lot of knowledge to take away. worth a listen and learn
Erin Perry
( at Alpenglow Accounting and Analytics)
Lots of useful information on auditing. It was pretty heavy in content.
Stephen Sylvester
(Freelance Writer at Private)
Quality course. Good mix of high-level overview and specific examples.
Anonymous
(Senior Accountant)
Good reminder course on audit information. Would recommend to others.
Anonymous
(Senior Accountant)
I would recommend this course to any CPA working on their CPE credits.
Anonymous
(Controller)
I thoroughly enjoyed this course. Great refresher on audit concepts
Anonymous
(Associate)
Nice high-level overview of the auditor's perspective on financials.
Anonymous
(CFO)
Great course for an issuer CFO to more effectively hone our efforts.
Anonymous
(Consultant)
Enjoy the instructor's insight and knowledge of the subject matter.
Kevin Murray
(Business Partner - Strategic Projects at The Wesson Group)
Some good information to think about in advance of FS preparations.
Anonymous
(Finance Director)
This courses effectively touches on the important topics in audits.
Anonymous
(Accountant II)
Good review of the types of risk and what auditors are looking for
Anonymous
(Accountant)
Good insight into the risk factors involving financial statements.
Anonymous
(VP of Payoll)
I enjoyed this presentation. This speaker was very knowledgeable.
Anonymous
(CPA)
This was a great course. She was a very knowledgeable instructor.
Sophia Kasozi
(- at City of Edmonton)
Great review and oversight of Financial Statement considerations.
Robb Shutt
(VP Technical Accounting at Charter Communications)
Good insight on inherent risk and high level focus on materiality
Anthony Manochio
(External Reporting at Alico Inc.)
I like this course because it was very informative and thorough.
Chris Grimes
(Rules Master at Cisco)
Good overview of what to look out for when considering an audit.
Michael Criscione
(Accountant at Amber Road)
The course was very easy to understand. Flew through it quickly
William Thompson
(CPA at Self-employed)
Good presentation that is useful for both auditors and clients.
Anonymous
(Maps and Chrome Controllership)
Good refresher course for those in non-public accounting field
Anonymous
(Consultant)
Excellent coverage of topic. Lots of experience and examples.
Anonymous
()
Thank you for adequately explaining the concept of materiality
Anonymous
(Property Accounting Manager)
The instructor was clear and concise. It was well presented.
Anonymous
(Controller)
This course met it's stated learning objectives effectively.
Anonymous
(-)
Great course. Objectives and concepts are clearly presented.
Anonymous
(Financial Reporting)
Information was well presented and well laid out. Thank you!
Anonymous
()
Material was well presented. Practical examples. Relatable.
Anonymous
(Consultant - Process Specialist)
Good discussion on audit issues commonly confuses auditors.
Anonymous
()
This course provided a great overview on materiality.
Anonymous
(Financial Reporting Manager)
Great review of overall auditing concepts. Would recommend.
Renae Pryjmak
( at Rocket Lab)
this was a helpful review and the slides were very useful.
Anonymous
(Senior Accountant)
Very good course that provides an overview of materality.
Syed Kazmi
(Controller at Encompass Capital Advisors LLC)
Information is relevant and updated, easy to understand.
Melvin Balberan
(Senior GL Accountant at Netsuite Philippines Inc.)
This course if very good. I will recommend it to others
Theodore Zeck
(Certified Public Accountant at Theodore R. Zeck, CPA)
Sure glad I'm not an auditor - talk about boring work!
Anonymous
()
Instructor seems very knowledgeable and very engaging
Anonymous
(Senior Revenue Manager)
I enjoyed the course and thought it was informative.
Anonymous
(Owner)
Supporting materials in this class were very helpful.
Anonymous
(Client Service Executive)
Meaningful and informative discussion for the course.
Laura Reames
(Owner at Reames CPA Services)
Clear and well thought out presentation. Thank you.
Patty Holley
( at HOLLEY FINANCIAL)
good info . have to keep writing probably lots more
William Barron
(Auditor Examiner at Georgia Department of Revenue)
I appreciated the presenter's focus on materiality.
Tim Thomas
( at Tim Thomas CPA LLC)
Good course. Slides were informative and colorful.
Nigel Fenty
( at Cemtel Ventures)
Good overview refresher on the auditors perspective
Alex Blonigan
(Consultant at DLC Group)
Good review of concepts and provided valuation info
Joanne (Szkapiak) Baginski, ..
(Transaction Advisory Services Partner at EKS&H)
Great overview of risks and possible misstatements
Anonymous
(-)
Good information that was clearly explained.
Simon Adell
(Chief Financial Officer at Undisclosed)
A fairly thorough review of the topic.
Marina Bisker
(Manager at Self Employed)
Very good course and slides
Anonymous
(-)
Very well-done course!
James Gately
(CPA at Self-employed)
Great Presentation
Anonymous
(NA)
Good overview
Majid Mowlaie
(None at None)
Informative.
Charles Elwis
(Insurance Broker at Health Guys)
Good review
Tania Roberts
(Revenue Accountant at OEConnection, LLC)
Relevant.
Prerequisites
Course Complexity: Advanced
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Jennifer LouisCPA, President of Emergent Solutions Group LLC
About Illumeo
Platform
Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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