Maximize Staff Performance

Empower your team with the tools they need to excel in their roles today and grow as influential leaders within your organization.

Enroll your staff in one of our public cohorts or inquire about a custom training solution.

Boost Your Team’s Skills Efficiently

Why Galasso Learning Solutions?

At GLS, we understand the critical role of talent development. Our level training programs are designed for staff auditors at all levels, from entry-level hires to experienced seniors. Covering essential auditing principles, industry regulations, and best practices, we ensure auditors possess the crucial skills and knowledge necessary for success in their roles. Our approach is interactive, incorporating case studies and practical examples, ensuring a dynamic and engaging learning experience. Plus, we take a few moments to infuse some fun into the training, making the educational journey enjoyable and impactful.

Ignite Success with Onsite Training

Level 1: New Hires & Interns

Level 1 Audit Training is tailor-made for new hires, interns, and auditors with less than one year of experience. Every session is a dynamic, interactive experience, fostering engagement and providing valuable opportunities to work collaboratively in small groups, allowing participants to apply the knowledge they acquire.

By the end of the program, attendees will not only grasp the fundamentals of auditing but will also walk away with a robust foundation, setting the stage for continuous success in their future audit careers.

This training covers key audit areas including:

Z

How to audit cash, inventory, expenses & payables, and PP&E

Z

Introduction to risk assessment and internal control fundamentals

Z

Ethics & professional skepticism and best practices in documentation

Jaclyn Veno CPA | Auditing Level Training | CPE

Empower Your Team

Level 2: Experienced Associate

Jaclyn Veno CPA | Auditing Level Training | CPE
Level 2 audit training builds on the foundation laid in Level 1 by introducing more complex audit areas including accounting estimates, investments, revenue, and prepaid expenses. We build on the internal control fundamentals by demonstrating how to perform walkthroughs of various cycles. Learners will also explore other types of engagements including preparation, compilations and reviews.

By the end of the program, attendees will be more confident and competent auditors with a solid understanding of key audit areas.

This training covers key audit areas including:

Z

How to audit estimates, investments, prepaid expenses, and revenue

Z

Performing walkthroughs of key audit cycles

Z

Preparation, compilation & review engagements

Strengthen Senior Leadership

Level 3: New Seniors

Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, data analytics, and the use of an auditor’s specialist. Throughout the series, we will provide context on what constitutes sufficient appropriate audit evidence.

In addition to honing their technical competencies, the curriculum will introduce power skills including project management, feedback, and delegation to support your new seniors as they take on their newly expanded client facing role.

This training covers key audit areas including:

Z

Use of auditor specialists, journal entry testing, and data analytics

Z

Sufficiency and appropriateness of audit evidence

Z

Delegation, project management & feedback

Jaclyn Veno CPA | Auditing Level Training | CPE

Advance Performance

Level 4: Experienced Seniors

Jaclyn Veno CPA | Auditing Level Training | CPE

Level 4 Audit Training caters to the experienced senior who has the primary responsibility for risk assessment. The risk assessment standards require the auditor to identify risks, assess risks, and then respond to those risks. They must also understand the entity and its environment, including internal controls. In these sessions, we will review the requirements for each phase of risk assessment and learn how to apply them in practice. Participants will also discuss best practices in the area of planning, preliminary analytics, and preparing clients and staff for new pronouncements.

The sessions also include several round table discussions on best practices in reviewing workpapers and identifying opportunities for value added services. A key focus of Level 4 Audit Training is the group presentation. Participants will work collaboratively in teams to research a hot topic in the profession and prepare a formal presentation for the all attendees (and sometimes even special guests), to simulate the requirements of a board presentation.

This training covers key audit areas including:

Z

Risk assessment and internal controls

Z

Reviewing workpapers, planning, and identifying value added services

Z

Group presentation practice

Optimize Your Staff’s Growth Trajectory

About Our Public Cohorts

Do your interns only receive on the job training but no formal classroom experience? Do you not have enough staff at level to host your own level training? Or do you need to train an off-cycle new hire? GLS can help!

In addition to custom training tailored for specific firms, we proudly offers public cohorts where firms can register as few or as many participants as needed. Whether you lack sufficient staff at a particular level or have a rolling new hire process, our public cohorts for Level 1 through 4 provide a solution. These courses are deliberately kept small for optimal interaction with the instructor, and they create an environment for your staff to not only learn but also connect with peers from different firms. Attendees will participate in engaging group discussions, join in collaborative case-studies, and even take part in a fun and competitive game show!

At GLS, we’re methodology-agnostic; auditing principles are not dependent on the type of third party practice aids utilized. The identification of assertions doesn’t change between firms! Therefore, we can provide your staff with a rock-solid foundation and audit best practices, while leaving any potential firm-specific content to you. Firms that register three or more attendees for a single cohort receive an extra bonus. However, single staffers are always welcome. With various cohorts starting throughout the year, your next training opportunity is just a click away. Explore our upcoming cohorts by clicking below.

Jaclyn Veno CPA | Auditing Level Training | CPE

Level 1 Audit Training Coming Events

June 2024

10,12,17,19
12:30 pm to 4:30 pm ET

August 2024

13, 15, 20, and 22
12:30pm to 4:30pm ET

September 2024

10, 12, 17, and 19
12:30pm to 4:30pm ET

January 2025

13, 15, 20, and 22
12:30pm to 4:30pm ET

Level 2 Audit Training Coming Events

June 2024

11, 13, 18, and 20,
12:30pm to 4:30pm ET

December 2024

3, 5, 10, and 12
12:30pm to 4:30pm​ ET

Level 3 Audit Training Coming Events

July 2024

July 30, August 1, 6, and 8
12:30pm to 4:15pm ET

December 2024

2, 4, 9, and 11
12:30pm to 4:15pm ET

Level 4 Audit Training Coming Events

Coming Soon

Fun and Engaging

Testimonials

“I really enjoyed the time spent with this CPE. A lot of CPE events we attend are long and drawn out, making people want to work on other tasks, fall asleep, or zone out, and I think this course does a great job of keeping people engaged and learning the entire time. I’ve already told the partners at my firm that I love the presenter and I would 100% want to enroll in another course. I believe that this was a perfect intro course that covers a lot of material, but is great!”

“She is so fun and explains the correct answer after polling questions if not everyone got the correct answer so that way people can understand why they may have gotten the answer wrong. The material is beginner friendly for people like me who are new to the auditing world, and she does an amazing job of making people not feel embarrassed or alone for not knowing something”

Tailored Onsite Training Solutions

About Custom In-House

Want a private session for your team? Want to partner with GLS for a portion of your staff training?

At GLS, we partner with CPA firms and other organizations to provide a custom level training experience. Together, we identify and incorporate topics tailored specifically for your staff. Our approach even allows for a seamless blend of firm specific content taught by your internal staff and GLS training content delivered by our training facilitators. Whether online or in person, we craft a custom learning experience to ensure a successful learning experience for your staff. Let us partner with you to create a training program that meets your unique needs and empowers your team for success!

Jaclyn Veno CPA | Auditing Level Training | CPE

Complext topics easily undertandable

Testimonials

“At TPG, we place a high priority on providing top-tier training and development opportunities to our team. It’s our belief that continuous learning and skill enhancement are crucial for maintaining our leading edge in the industry. To support this commitment, we sought a specialized training partner and found an exceptional ally in GLS. Their custom-designed level training program was meticulously tailored to meet our specific educational needs, encompassing essential areas such as risk assessment, analytical procedures, and in-depth knowledge in auditing cash, receivables, inventory, accounts payable, long-term debt, pensions, and OPEB, among others. GLS’s approach to training not only aligned with our high standards but also significantly contributed to enriching our team’s expertise.

Jaclyn, who facilitates our training, was exceptional. Her deep knowledge of the subjects was matched by her skillful presentation techniques, making complex topics easily understandable. Her mastery in voice modulation and strategic use of pauses kept the session engaging and interactive. Remarkably, even in a virtual setting, she maintained our attention throughout, ensuring that the training was not only informative but also captivating.”

Kenneth H. Pun, CPA, CGMA

Managing Partner/CEO, The Pun Group LLC

Jaclyn Veno CPA | Auditing Level Training | CPE

Melisa Galasso, CPA, CSP, CPTD

Melisa F. Galasso is the founder and CEO of Galasso Learning Solutions LLC. A CPA with nearly 20 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting.

Her passion is providing high-quality CPE that is meaningful, creates efficiencies and improves quality, and positively impacts ROI. She also supports essential professional development, audit level training, and train the trainer efforts.

Melisa is a Certified Speaking Professional, a Certified Professional in Talent Development (CPTD), and has earned the Association for Talent Development Master Trainer™ designation. Her passion for instructional design and adult learning techniques is one of the differentiators that set her apart from other CPE providers.

She also serves on the FASB’s Not-for-Profit Advisory Committee (NAC), AICPA Council, and the AICPA’s Women’s Initiative Executive Committee (WIEC). She also serves as a Subject Matter Expert for the Center for Plain English Accounting. She previously served on the AICPA’s Technical Issues Committee (TIC), the VSCPA’s Board of Directors, and is a past Chair of the NCACPA’s A&A committee. In addition, Melisa is the author of Money Matters for Nonprofits: How Board Members Can Harness the Power of Financial Statements by Understanding Basic Accounting which is available on Amazon or anywhere you purchase books online.

Melisa received a Top 50 Women in Accounting Award in 2021 by Ignition, is a 2020 Enterprising Women of the Year Award recipient, and was honored as a “40 under 40” by CPA Practice Advisor in 2017, 2018, and 2019. She was also named the 2019 Rising Star by her regional NAWBO chapter, received the Don Farmer award for achievement in technical content instruction, and earned several other awards for public speaking and technical training.