Crosstrainer Learning

Understanding The Client Experience

Presented in collaboration with Rampe Consulting! Clients hire you to meet a business need, but the best ones stay because they enjoy their experience and interactions with your firm. In this workshop we explore how to serve your clients better by identifying touchpoints along their client journey, and opportunities to improve your client’s experience with …

Understanding The Client Experience Read More »

Work Smarter, Not Harder: Tools For Time Management

Presented in collaboration with Rampe Consulting! Every professional finds themselves crunched for time. How do some seem to manage it with more finesse than others? Learn key time and energy management techniques like time blocking, deep work, managing distractions and making time to work “on your business” in addition to “in your business.” CPE Hours …

Work Smarter, Not Harder: Tools For Time Management Read More »

How To Play To Your Strengths

Presented in collaboration with Rampe Consulting! Do you want to create more engagement and productivity for yourself and your team? In this session, you will learn about the latest research from Gallup on the benefits of identifying, leveraging, and productively using each person’s unique talents. (Requires assessment for an additional per participant charge). CPE Hours …

How To Play To Your Strengths Read More »

SSARS Developments: SSARS 25, Materiality In A Review Of FS And Adverse Conclusions

Since the introduction of review engagements in December 1978, there has been controversy over whether the accountant is required to determine materiality similar to the process followed on audits. With the issuance of SSARS 25 in February 2020, the issue has been settled. This session provides guidance on determining and documenting materiality on a review …

SSARS Developments: SSARS 25, Materiality In A Review Of FS And Adverse Conclusions Read More »

Audit Reporting Revisited: SAS 134 And SAS 137

Upcoming Major Revisions to Auditor Reporting on FS and Other Information Included in Annual Reports The Auditing Standards Board recently issued revised standards designed to substantially converge with the auditor reporting standards of the PCAOB and the International Audit and Assurance Standards Board (IAASB) that result in a complete overhaul of the form and content …

Audit Reporting Revisited: SAS 134 And SAS 137 Read More »

The AICPA Financial Reporting For Small And Medium Sized Entities: Is It Worth A Second Look?

The “Big GAAP/Little GAAP” issue has returned due to the cost and complexity related to new FASB standards on revenue, leases, and credit losses. This session introduces the AICPA Financial Reporting Framework for Small and Medium-Sized Entities (FRF-SME) as an alternative to GAAP reporting for privately held, entrepreneurially owned and operated businesses. CPE Hours 2 …

The AICPA Financial Reporting For Small And Medium Sized Entities: Is It Worth A Second Look? Read More »

Scroll to Top