Preparing and Reviewing Workpapers for Higher Quality Audits
December 2, 2025
Webinar
4 CPE
Instructor
Jennifer Louis
Preparing and Reviewing Workpapers for Higher Quality Audits
View Bio
Instructor
Jennifer
Louis
View Bio
Jennifer Louis
Bio
Jennifer F. Louis, CPA
Jennifer F. Louis, CPA has over 14 years of experience in designing and presenting high-quality training programs in a wide variety of technical and "soft skills" topics needed for professional and organizational success. In 2003, she co-founded Emergent Solutions Group, LLC, a consortium of professionals serving organizations on a project or part-time basis, to create a division dedicated to training services. She was most recently Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and consulting firm serving the audit profession. During her six years at AuditWatch, Ms. Louis served in many other capacities, including Vice President of Product, and instructor and consultant for the firm's Audit Productivity Improvement ProgramTM and various other training courses. She also co-authored a manual on value-added auditing.
Before joining AuditWatch, Ms. Louis was the financial/operational audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm's Washington, D.C. office, she served as an instructor for the firm's national "Train the Trainers" program.
Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting. She is also a member of several prestigious professional associations.
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review.
Learning Objectives
Recall minimum documentation requirements contained in the SASs
Explain best practices for preparing and reviewing workpapers to ensure an effective and efficient engagement
Apply techniques in case studies and examples for preparing and reviewing workpapers
Major Topics
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions
Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit
Tips for an efficient workpaper review process that complies with relevant standards