Objectives

• Consulting designed to provide your firm with the necessary preparation steps to effectively implement and utilize ProSystem fx Knowledge Tools.

Topics

• Firm planning and training
• Technology management and preparation
• Implementation and oversight of Knowledge Tools
• Managing Knowledge Tools workpapers
• Using Knowledge Tools workpapers

Attendees

• Implementation team of 3-5 power users comprised of auditors with varying levels of responsibility, such as staff, senior, manager and partner

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(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-4 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Basic knowledge of Microsoft Word, Excel and Windows