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.
Budget Friendly for Groups of All Sizes
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.
Audit Staff Level Training Coming Events
Level 1: New Hires & Interns
January 13, 15, 21, & 23, 2025
June 16, 18, 23, & 25, 2025
October 21, 23, 28, & 30, 2025
Level 2: Experienced Associate
December 3, 5, 10, & 12, 2024
May 20, 22, 27, & 29, 2025
June 17, 19, 24, & 26, 2025
October 20, 22, 27, & 29, 2025
Level 3: New Seniors
December 2, 4, 9, & 11, 2024
May 19, 21, 28, & 30, 2025
June 3, 4, 5, & 6, 2025
December 8, 10, 15, & 17, 2025

2025 Level 1 Audit Training
January 13, 15, 21, 23, 2025 from 12:30 – 4:30 PM ET
Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessions. The training will explain how to audit cash, inventory, expenses & payables, as well as property, plant, & equipment. It will also introduce the basic assertions and risks applicable to these accounts. Additionally, it will provide an introduction to ethics and professional skepticism, risk assessment, internal control fundamentals, and best practices for work papers and audit documentation.
Level 1 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 1 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course participants will be able to:
- Recall the audit assertions applicable to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Recognize risks & threats related to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Identify substantive auditing procedures that are used to obtain comfort over Cash, Inventory, Expenses & Payables, and Property, Plant, & Equipment
- Describe the five components of COSO
- Recall the limitations of internal controls
- Recognize noncompliance with ethical standards during engagements
- Recall the five fundamental principles of ethics for professional accountants
- Perform risk assessment procedures during an engagement
- Recall parts of the audit risk model
Agenda:
o Day 1: Monday, January 13, 2025
- Welcome and Introductions
- Best Practices: Introduction Ethics and Professional Skepticism
- How to Audit: Cash
o Day 2: Wednesday, January 15, 2025
- Introduction to Risk Assessment
- How to Audit: Inventory
- Q&A and Closing
o Day 3: Tuesday, January 21, 2025
- Welcome and Network Building
- Internal Control Fundamentals
- How to Audit: Expenses & Payables
o Day 4: Thursday, January 23, 2025
- Best Practices: Audit Workpapers & Proper Documentation
- How to Audit: PP&E
- Q&A and Closing
Who Should Attend:
- Audit staff who are new or have limited/less than one year of experience
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Regulatory Ethics
- Prerequisites | None
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2025 Level 1 Audit Training
January 22, 24, 29, 31, 2025 from 12:30 – 4:30 PM ET
Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessions. The training will explain how to audit cash, inventory, expenses & payables, as well as property, plant, & equipment. It will also introduce the basic assertions and risks applicable to these accounts. Additionally, it will provide an introduction to ethics and professional skepticism, risk assessment, internal control fundamentals, and best practices for work papers and audit documentation.
Level 1 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 1 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course participants will be able to:
- Recall the audit assertions applicable to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Recognize risks & threats related to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Identify substantive auditing procedures that are used to obtain comfort over Cash, Inventory, Expenses & Payables, and Property, Plant, & Equipment
- Describe the five components of COSO
- Recall the limitations of internal controls
- Recognize noncompliance with ethical standards during engagements
- Recall the five fundamental principles of ethics for professional accountants
- Perform risk assessment procedures during an engagement
- Recall parts of the audit risk model
Agenda:
o Day 1: Wednesday, January 22, 2025
- Welcome and Introductions
- Best Practices: Introduction Ethics and Professional Skepticism
- How to Audit: Cash
o Day 2: Friday, January 24, 2025
- Introduction to Risk Assessment
- How to Audit: Inventory
- Q&A and Closing
o Day 3: Wednesday, January 29, 2025
- Welcome and Network Building
- Internal Control Fundamentals
- How to Audit: Expenses & Payables
o Day 4: Friday, January 31, 2025
- Best Practices: Audit Workpapers & Proper Documentation
- How to Audit: PP&E
- Q&A and Closing
Who Should Attend:
- Audit staff who have less than one year of experience or would like to solidify their foundational knowledge
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Regulatory Ethics
- Prerequisites | None
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2025 Level 1 Audit Training
June 16, 18, 23, 25, 2025 from 12:30 – 4:30 PM ET
Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessions. The training will explain how to audit cash, inventory, expenses & payables, as well as property, plant, & equipment. It will also introduce the basic assertions and risks applicable to these accounts. Additionally, it will provide an introduction to ethics and professional skepticism, risk assessment, internal control fundamentals, and best practices for work papers and audit documentation.
Level 1 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 1 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course participants will be able to:
- Recall the audit assertions applicable to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Recognize risks & threats related to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Identify substantive auditing procedures that are used to obtain comfort over Cash, Inventory, Expenses & Payables, and Property, Plant, & Equipment
- Describe the five components of COSO
- Recall the limitations of internal controls
- Recognize noncompliance with ethical standards during engagements
- Recall the five fundamental principles of ethics for professional accountants
- Perform risk assessment procedures during an engagement
- Recall parts of the audit risk model
Agenda:
o Day 1: Monday, June 16, 2025
- Welcome and Introductions
- Best Practices: Introduction Ethics and Professional Skepticism
- How to Audit: Cash
o Day 2: Wednesday, June 18, 2025
- Introduction to Risk Assessment
- How to Audit: Inventory
- Q&A and Closing
o Day 3: Monday, June 23, 2025
- Welcome and Network Building
- Internal Control Fundamentals
- How to Audit: Expenses & Payables
o Day 4: Wednesday, June 25, 2025
- Best Practices: Audit Workpapers & Proper Documentation
- How to Audit: PP&E
- Q&A and Closing
Who Should Attend:
- Audit staff who have less than one year of experience or would like to solidify their foundational knowledge
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Regulatory Ethics
- Prerequisites | None
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2025 Level 1 Audit Training
October 21, 23, 28, 30, 2025 from 12:30 – 4:30 PM ET
Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessions. The training will explain how to audit cash, inventory, expenses & payables, as well as property, plant, & equipment. It will also introduce the basic assertions and risks applicable to these accounts. Additionally, it will provide an introduction to ethics and professional skepticism, risk assessment, internal control fundamentals, and best practices for work papers and audit documentation.
Level 1 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 1 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course participants will be able to:
- Recall the audit assertions applicable to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Recognize risks & threats related to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Identify substantive auditing procedures that are used to obtain comfort over Cash, Inventory, Expenses & Payables, and Property, Plant, & Equipment
- Describe the five components of COSO
- Recall the limitations of internal controls
- Recognize noncompliance with ethical standards during engagements
- Recall the five fundamental principles of ethics for professional accountants
- Perform risk assessment procedures during an engagement
- Recall parts of the audit risk model
Agenda:
o Day 1: Tuesday, October 21, 2025
- Welcome and Introductions
- Best Practices: Introduction Ethics and Professional Skepticism
- How to Audit: Cash
o Day 2: Thursday, October 23, 2025
- Introduction to Risk Assessment
- How to Audit: Inventory
- Q&A and Closing
o Day 3: Tuesday, October 28, 2025
- Welcome and Network Building
- Internal Control Fundamentals
- How to Audit: Expenses & Payables
o Day 4: Thursday, October 30, 2025
- Best Practices: Audit Workpapers & Proper Documentation
- How to Audit: PP&E
- Q&A and Closing
Who Should Attend:
- Audit staff who have less than one year of experience or would like to solidify their foundational knowledge
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Regulatory Ethics
- Prerequisites | None
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2024 Level 2 Audit Training
December 3, 5, 10, 12, 2024 from 12:30 – 4:30 PM ET
Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The training will explain how to audit prepaid expenses, revenue & receivables, investments, and accounting estimates. It will also build on the internal control fundamentals by demonstrating how to perform walkthroughs of the revenue cycle, as well as covering best practices in how to handle client interactions in a professional manner. Learners will also explore other types of engagements including preparation, compilation, and reviews.
Level 2 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. By the end of the program, attendees will be more confident and competent auditors with a solid understanding of key audit areas.
Upon completion of this course, participants will be able to:
- Recall the audit assertions applicable to the investments, revenue & receivables, and prepaid expense balances
- Recognize risks & threats related to the investments, revenue & receivables, and prepaid expense balances
- Identify substantive auditing procedures that are used to obtain comfort over investments, revenue & receivables, prepaid expenses
- Recall the purpose of a walkthrough
- Perform proper procedures while conducting a walkthrough
- Identify red flags that may arise while performing walkthrough procedures
- Perform procedures during a walkthrough of the revenue cycle
- Recall the parts of the revenue cycle
- Identify control deficiencies while performing a walkthrough of the revenue cycle
- Recall best practices in professionalism during oral and written communication with clients
- Perform audit procedures to obtain comfort over the reasonableness of management’s estimates
- Recall circumstances that require accounting estimates
- Recognize the differences between preparation, compilation, & review engagements
- Identify the specific procedures related to preparation, compilation, & review engagements
Who Should Attend:
- Audit staff with approximately one year of experience
Agenda:
o Day 1, Tuesday, December 3, 2024
- How to Audit: Prepaid Expenses
- Best Practices: Introduction to Conducting Meaningful Walkthroughs
o Day 2, Thursday, December 5, 2024
- How to Audit: Revenue & Receivables
- Performing Walkthroughs: Revenue Cycle
o Day 3, Tuesday, December 10, 2024
- Power Skills: Your Guide to Professionalism and Client Interactions
- How to Audit: Accounting Estimates
o Day 4, Thursday, December 12, 2024
- How to Audit: Investments
- Preparation, Compilation, & Review Engagements
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | One year of audit experience
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2024 Level 2 Audit Training
May 20, 22, 27, 29, 2025 from 12:30 – 4:30 PM ET
Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The training will explain how to audit prepaid expenses, revenue & receivables, investments, and accounting estimates. It will also build on the internal control fundamentals by demonstrating how to perform walkthroughs of the revenue cycle, as well as covering best practices in how to handle client interactions in a professional manner. Learners will also explore other types of engagements including preparation, compilation, and reviews.
Level 2 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. By the end of the program, attendees will be more confident and competent auditors with a solid understanding of key audit areas.
Upon completion of this course, participants will be able to:
- Recall the audit assertions applicable to the investments, revenue & receivables, and prepaid expense balances
- Recognize risks & threats related to the investments, revenue & receivables, and prepaid expense balances
- Identify substantive auditing procedures that are used to obtain comfort over investments, revenue & receivables, prepaid expenses
- Recall the purpose of a walkthrough
- Perform proper procedures while conducting a walkthrough
- Identify red flags that may arise while performing walkthrough procedures
- Perform procedures during a walkthrough of the revenue cycle
- Recall the parts of the revenue cycle
- Identify control deficiencies while performing a walkthrough of the revenue cycle
- Recall best practices in professionalism during oral and written communication with clients
- Perform audit procedures to obtain comfort over the reasonableness of management’s estimates
- Recall circumstances that require accounting estimates
- Recognize the differences between preparation, compilation, & review engagements
- Identify the specific procedures related to preparation, compilation, & review engagements
Who Should Attend:
- Audit staff with approximately one year of experience
Agenda:
o Day 1, Tuesday, May 20, 2025
- How to Audit: Prepaid Expenses
- Best Practices: Introduction to Conducting Meaningful Walkthroughs
o Day 2, Thursday, May 22, 2025
- How to Audit: Revenue & Receivables
- Performing Walkthroughs: Revenue Cycle
o Day 3, Tuesday, May 27, 2025
- Power Skills: Your Guide to Professionalism and Client Interactions
- How to Audit: Accounting Estimates
o Day 4, Thursday, May 29, 2025
- How to Audit: Investments
- Preparation, Compilation, & Review Engagements
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | One year of audit experience
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2024 Level 2 Audit Training
June 17, 19, 24, 26, 2025 from 12:30 – 4:30 PM ET
Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The training will explain how to audit prepaid expenses, revenue & receivables, investments, and accounting estimates. It will also build on the internal control fundamentals by demonstrating how to perform walkthroughs of the revenue cycle, as well as covering best practices in how to handle client interactions in a professional manner. Learners will also explore other types of engagements including preparation, compilation, and reviews.
Level 2 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. By the end of the program, attendees will be more confident and competent auditors with a solid understanding of key audit areas.
Upon completion of this course, participants will be able to:
- Recall the audit assertions applicable to the investments, revenue & receivables, and prepaid expense balances
- Recognize risks & threats related to the investments, revenue & receivables, and prepaid expense balances
- Identify substantive auditing procedures that are used to obtain comfort over investments, revenue & receivables, prepaid expenses
- Recall the purpose of a walkthrough
- Perform proper procedures while conducting a walkthrough
- Identify red flags that may arise while performing walkthrough procedures
- Perform procedures during a walkthrough of the revenue cycle
- Recall the parts of the revenue cycle
- Identify control deficiencies while performing a walkthrough of the revenue cycle
- Recall best practices in professionalism during oral and written communication with clients
- Perform audit procedures to obtain comfort over the reasonableness of management’s estimates
- Recall circumstances that require accounting estimates
- Recognize the differences between preparation, compilation, & review engagements
- Identify the specific procedures related to preparation, compilation, & review engagements
Who Should Attend:
- Audit staff with approximately one year of experience
Agenda:
o Day 1, Tuesday, June 17, 2025
- How to Audit: Prepaid Expenses
- Best Practices: Introduction to Conducting Meaningful Walkthroughs
o Day 2, Thursday, June 19, 2025
- How to Audit: Revenue & Receivables
- Performing Walkthroughs: Revenue Cycle
o Day 3, Tuesday, June 24, 2025
- Power Skills: Your Guide to Professionalism and Client Interactions
- How to Audit: Accounting Estimates
o Day 4, Thursday, June 26, 2025
- How to Audit: Investments
- Preparation, Compilation, & Review Engagements
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | One year of audit experience
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2024 Level 2 Audit Training
October 20, 22, 27, 29, 2025 from 12:30 – 4:30 PM ET
Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The training will explain how to audit prepaid expenses, revenue & receivables, investments, and accounting estimates. It will also build on the internal control fundamentals by demonstrating how to perform walkthroughs of the revenue cycle, as well as covering best practices in how to handle client interactions in a professional manner. Learners will also explore other types of engagements including preparation, compilation, and reviews.
Level 2 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. By the end of the program, attendees will be more confident and competent auditors with a solid understanding of key audit areas.
Upon completion of this course, participants will be able to:
- Recall the audit assertions applicable to the investments, revenue & receivables, and prepaid expense balances
- Recognize risks & threats related to the investments, revenue & receivables, and prepaid expense balances
- Identify substantive auditing procedures that are used to obtain comfort over investments, revenue & receivables, prepaid expenses
- Recall the purpose of a walkthrough
- Perform proper procedures while conducting a walkthrough
- Identify red flags that may arise while performing walkthrough procedures
- Perform procedures during a walkthrough of the revenue cycle
- Recall the parts of the revenue cycle
- Identify control deficiencies while performing a walkthrough of the revenue cycle
- Recall best practices in professionalism during oral and written communication with clients
- Perform audit procedures to obtain comfort over the reasonableness of management’s estimates
- Recall circumstances that require accounting estimates
- Recognize the differences between preparation, compilation, & review engagements
- Identify the specific procedures related to preparation, compilation, & review engagements
Who Should Attend:
- Audit staff with approximately one year of experience
Agenda:
o Day 1, Monday, October 20, 2025
- How to Audit: Prepaid Expenses
- Best Practices: Introduction to Conducting Meaningful Walkthroughs
o Day 2, Wednesday, October 22, 2025
- How to Audit: Revenue & Receivables
- Performing Walkthroughs: Revenue Cycle
o Day 3, Monday, October 27, 2025
- Power Skills: Your Guide to Professionalism and Client Interactions
- How to Audit: Accounting Estimates
o Day 4, Wednesday, October 29, 2025
- How to Audit: Investments
- Preparation, Compilation, & Review Engagements
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | One year of audit experience
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2024 Level 3 Audit Training
December 2, 4, 9, 11, 2024 from 12:30 – 4:15 PM ET
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, sampling, auditing contingencies and going concern, and the use of an auditor’s specialist. Throughout the series, we will provide context on what constitutes sufficient appropriate audit evidence and will also introduce trends in financial statement fraud.
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.
Level 3 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 3 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course, participants will be able to:
- Recognize the risks and threats of adjusting journal entries
- Recognize the controls over recording journal entries at an entity
- Identify the substantive procedures that should be used to obtain comfort while testing journal entries
- Identify the sufficiency and appropriateness of audit evidence while performing an engagement
- Describe the relevance and reliability of audit evidence
- Recall techniques for collecting audit evidence on engagements
- Describe the various sampling methodologies
- Recall sampling risks
- Identify the factors that influence sample size
- Recall the various types of analytical procedures that can be used as substantive testing
- Describe the steps to properly perform analytical procedures
- Recall the differences between preliminary and final analytics on engagements
- Recall best practices in project management necessary for senior associates
- Perform effective performance evaluations of staff
- Identify situations when the auditor should utilize the work of a specialist
- Describe the documentation requirements in audit workpapers when the work of a specialist is used
- Recall the auditor requirements for evaluating the work of a specialist
- Recall trends in financial statement fraud
- Identify examples of financial statement fraud
- Recall auditing requirements for contingencies
- Recall the auditor’s responsibilities for evaluating the appropriateness of going concern accounting and disclosure
Who Should Attend:
- Audit staff with more than two years of experience
Agenda:
o Day 1: Tuesday, July 30, 2024
- Guide to Sampling for Substantive Testing
- Best Practices: Journal Entry Testing
o Day 2: Thursday, August 1, 2024
- Evaluating Sufficiency & Appropriateness of Audit Evidence
- Performing Effective Analytical Procedures
o Day 3: Tuesday, August 6, 2024
- Power Skills: Your Guide to Delegation, Project Management, and Feedback
- Using the Work of the Auditor’s Specialist
o Day 4: Thursday, August 8, 2024
- Auditing Contingencies & Going Concern
- Fraud Trends
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | Two years of audit experience
- Advanced Preparation | None
- Program Level | Intermediate
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2024 Level 3 Audit Training
May 19, 21, 28, 30, 2025 from 12:30 – 4:15 PM ET
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, sampling, auditing contingencies and going concern, and the use of an auditor’s specialist. Throughout the series, we will provide context on what constitutes sufficient appropriate audit evidence and will also introduce trends in financial statement fraud.
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.
Level 3 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 3 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course, participants will be able to:
- Recognize the risks and threats of adjusting journal entries
- Recognize the controls over recording journal entries at an entity
- Identify the substantive procedures that should be used to obtain comfort while testing journal entries
- Identify the sufficiency and appropriateness of audit evidence while performing an engagement
- Describe the relevance and reliability of audit evidence
- Recall techniques for collecting audit evidence on engagements
- Describe the various sampling methodologies
- Recall sampling risks
- Identify the factors that influence sample size
- Recall the various types of analytical procedures that can be used as substantive testing
- Describe the steps to properly perform analytical procedures
- Recall the differences between preliminary and final analytics on engagements
- Recall best practices in project management necessary for senior associates
- Perform effective performance evaluations of staff
- Identify situations when the auditor should utilize the work of a specialist
- Describe the documentation requirements in audit workpapers when the work of a specialist is used
- Recall the auditor requirements for evaluating the work of a specialist
- Recall trends in financial statement fraud
- Identify examples of financial statement fraud
- Recall auditing requirements for contingencies
- Recall the auditor’s responsibilities for evaluating the appropriateness of going concern accounting and disclosure
Who Should Attend:
- Audit staff with more than two years of experience
Agenda:
o Day 1: Monday, May 19, 2025
- Guide to Sampling for Substantive Testing
- Best Practices: Journal Entry Testing
o Day 2: Wednesday, May 21, 2025
- Evaluating Sufficiency & Appropriateness of Audit Evidence
- Performing Effective Analytical Procedures
o Day 3: Wednesday, May 28, 2025
- Power Skills: Your Guide to Delegation, Project Management, and Feedback
- Using the Work of the Auditor’s Specialist
o Day 4: Friday, May 30, 2025
- Auditing Contingencies & Going Concern
- Fraud Trends
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | Two years of audit experience
- Advanced Preparation | None
- Program Level | Intermediate
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2024 Level 3 Audit Training
June 3, 4, 5, 6, 2025 from 12:30 – 4:15 PM ET
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, sampling, auditing contingencies and going concern, and the use of an auditor’s specialist. Throughout the series, we will provide context on what constitutes sufficient appropriate audit evidence and will also introduce trends in financial statement fraud.
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.
Level 3 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 3 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course, participants will be able to:
- Recognize the risks and threats of adjusting journal entries
- Recognize the controls over recording journal entries at an entity
- Identify the substantive procedures that should be used to obtain comfort while testing journal entries
- Identify the sufficiency and appropriateness of audit evidence while performing an engagement
- Describe the relevance and reliability of audit evidence
- Recall techniques for collecting audit evidence on engagements
- Describe the various sampling methodologies
- Recall sampling risks
- Identify the factors that influence sample size
- Recall the various types of analytical procedures that can be used as substantive testing
- Describe the steps to properly perform analytical procedures
- Recall the differences between preliminary and final analytics on engagements
- Recall best practices in project management necessary for senior associates
- Perform effective performance evaluations of staff
- Identify situations when the auditor should utilize the work of a specialist
- Describe the documentation requirements in audit workpapers when the work of a specialist is used
- Recall the auditor requirements for evaluating the work of a specialist
- Recall trends in financial statement fraud
- Identify examples of financial statement fraud
- Recall auditing requirements for contingencies
- Recall the auditor’s responsibilities for evaluating the appropriateness of going concern accounting and disclosure
Who Should Attend:
- Audit staff with more than two years of experience
Agenda:
o Day 1: Tuesday, June 3, 2025
- Guide to Sampling for Substantive Testing
- Best Practices: Journal Entry Testing
o Day 2: Wednesday, June 4, 2025
- Evaluating Sufficiency & Appropriateness of Audit Evidence
- Performing Effective Analytical Procedures
o Day 3: Thursday, June 5, 2025
- Power Skills: Your Guide to Delegation, Project Management, and Feedback
- Using the Work of the Auditor’s Specialist
o Day 4: Friday, June 6, 2025
- Auditing Contingencies & Going Concern
- Fraud Trends
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | Two years of audit experience
- Advanced Preparation | None
- Program Level | Intermediate
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2024 Level 3 Audit Training
December 8, 10, 15, 17, 2025 from 12:30 – 4:15 PM ET
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, sampling, auditing contingencies and going concern, and the use of an auditor’s specialist. Throughout the series, we will provide context on what constitutes sufficient appropriate audit evidence and will also introduce trends in financial statement fraud.
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.
Level 3 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 3 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course, participants will be able to:
- Recognize the risks and threats of adjusting journal entries
- Recognize the controls over recording journal entries at an entity
- Identify the substantive procedures that should be used to obtain comfort while testing journal entries
- Identify the sufficiency and appropriateness of audit evidence while performing an engagement
- Describe the relevance and reliability of audit evidence
- Recall techniques for collecting audit evidence on engagements
- Describe the various sampling methodologies
- Recall sampling risks
- Identify the factors that influence sample size
- Recall the various types of analytical procedures that can be used as substantive testing
- Describe the steps to properly perform analytical procedures
- Recall the differences between preliminary and final analytics on engagements
- Recall best practices in project management necessary for senior associates
- Perform effective performance evaluations of staff
- Identify situations when the auditor should utilize the work of a specialist
- Describe the documentation requirements in audit workpapers when the work of a specialist is used
- Recall the auditor requirements for evaluating the work of a specialist
- Recall trends in financial statement fraud
- Identify examples of financial statement fraud
- Recall auditing requirements for contingencies
- Recall the auditor’s responsibilities for evaluating the appropriateness of going concern accounting and disclosure
Who Should Attend:
- Audit staff with more than two years of experience
Agenda:
o Day 1: Monday, December 8, 2025
- Guide to Sampling for Substantive Testing
- Best Practices: Journal Entry Testing
o Day 2: Wednesday, December 10, 2025
- Evaluating Sufficiency & Appropriateness of Audit Evidence
- Performing Effective Analytical Procedures
o Day 3: Monday, December 15, 2025
- Power Skills: Your Guide to Delegation, Project Management, and Feedback
- Using the Work of the Auditor’s Specialist
o Day 4: Wednesday, December 17, 2025
- Auditing Contingencies & Going Concern
- Fraud Trends
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | Two years of audit experience
- Advanced Preparation | None
- Program Level | Intermediate
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Real Stories, Real Results
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!
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
Establishing the Fundamentals
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:
How to audit cash, inventory, expenses & payables, and PP&E
Introduction to risk assessment and internal control fundamentals
Ethics & professional skepticism and best practices in documentation
Leveling Up Your Staff
Level 2: Experienced Associate
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:
How to audit estimates, investments, prepaid expenses, and revenue
Performing walkthroughs of key audit cycles
Preparation, compilation & review engagements
Strengthen New Leaders
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:
Use of auditor specialists, journal entry testing, and data analytics
Sufficiency and appropriateness of audit evidence
Delegation, project management & feedback
Assessing Risk and Enhancing Team Performance
Level 4: Experienced Seniors
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: