PUBLIC EVENTS CALENDAR
Most of our engagements are arranged through private organizations, but you can also find GLS at conferences, seminars, and webinars that are open to a broader audience.
See our calendar to find out when we are coming to a location near you.
November 2024
Event Details
Experience a transformative learning journey at the NCACPA Annual Symposium! This premier conference is designed to provide accounting professionals with the knowledge, skills, and insights needed to thrive in a
Event Details
Experience a transformative learning journey at the NCACPA Annual Symposium! This premier conference is designed to provide accounting professionals with the knowledge, skills, and insights needed to thrive in a rapidly changing business landscape.
Melisa will be presenting two sessions at this event.
December 2024
Event Details
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
Event Details
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 2, 2024
- Guide to Sampling for Substantive Testing
- Best Practices: Journal Entry Testing
o Day 2: Wednesday, December 4, 2024
- Evaluating Sufficiency & Appropriateness of Audit Evidence
- Performing Effective Analytical Procedures
o Day 3: Monday, December 9, 2024
- Power Skills: Your Guide to Delegation, Project Management, and Feedback
- Using the Work of the Auditor’s Specialist
o Day 4: Wednesday, December 11, 2024
- Auditing Contingencies & Going Concern
- Fraud Trends
Jaclyn will be presenting this four-day cohort.
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Event Details
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
Event Details
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.
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
Jaclyn will be presenting this four-day cohort.
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January 2025
Event Details
January 2025 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,
Event Details
January 2025 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 mode
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
Jaclyn will be presenting this four-day cohort.
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