Introduction

This CPD session is designed to equip CIBA members with the knowledge and skills to effectively perform Agreed-Upon Procedures (AUP) engagements. Participants will learn how to design and execute AUPs that deliver clear, reliable, and actionable insights for clients. The session will blend technical guidance with practical examples, making the learning experience both informative and engaging, ensuring that members can confidently apply these procedures in their professional practice. 

Category: Business Education – Practice Management.

Channel 0 and 1: Foundation and Compliance

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Information

Format: Webinar

CPD Units: 2

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What will set you apart

By attending this webinar you will gain the following competencies:

• Understanding AUP Basics: Grasp the fundamental principles and objectives of Agreed-Upon Procedures engagements. 
• Designing Effective AUPs: Learn how to structure AUPs to meet specific client needs and objectives. 
• Executing AUP Engagements: Master the step-by-step process of conducting AUPs, from planning to reporting. 
• Avoiding Common Pitfalls: Identify and avoid common challenges and mistakes in AUP engagements. 
• Real-World Application: Explore practical examples and case studies to see how AUPs are applied in various scenarios. 
• Communicating Results: Develop skills to effectively communicate findings and insights to clients. 
• Enhancing Client Relationships: Discover how AUPs can add value and strengthen trust with clients.  

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Certificate

The following event is awarded 2 CPD units in Business Education – Practice Management

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Presenter/s

Leana van der Merwe

Leana: Leana van der Merwe, with 18+ years in accounting and corporate governance, Leana leads technical support at CIBA and is a recognized thought leader in regulatory compliance.

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Get Access to Related Accounting Weekly Article

Accounting Weekly

Please note reading Accounting Weekly articles count towards non-verifiable CPD.

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Support

Please log a ticket via your membership profile should you have any support queries