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| Tools and Strategies for Leading, Planning, and Executing Forensic Accounting Engagements(2070Q) |
Course CPE: 1 hour
Field(s) of Study: Business Management and Organization–1 hr
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25FA0505TSL
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: May 5, 2025
Presenter: Adam Rabinowitz; Maximilian Halasz
Program Description:
This course offers forensic accountants who are engaged as litigation consultants and expert witnesses a guide to effectively manage engagements from the moment documents are received to preparing workpapers to the final report to testimony. This presentation is tailored to forensic accountants actively involved in litigation consulting and expert witness services. It offers a comprehensive and practical guide on how to manage engagements effectively throughout the entire lifecycle, starting with the initial receipt of documents and extending all the way to workpaper preparation, reporting, and expert testimony. During this course, we will discuss strategies for document handling, workpaper management, communication with counsel, and reporting. Additionally, we will discuss technologies used to streamline these processes, enhancing overall efficiency and effectiveness.
After completing this course, you will be able to:
- Identify techniques to effectively receive, organize, and manage documents from legal counsel
- Recognize strategies in workpaper preparation, including documentation of methodologies, assumptions, and data sources
- Detemine clear lines of communication with attorneys, improving the overall engagement efficiency
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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. |
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