Transforming Agreed-Upon Procedures

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.

2 CPD units December 2, 2024 1 presenter

What will set you apart

By completing this course 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.

Event breakdown

Welcome and Introduction
Overview of the session objectives
Introduction to AUP and its importance in practice
Understanding AUP Basics
Definition and scope of AUP engagements
Key differences between AUP and other types of engagements
Designing Effective AUPs
How to tailor AUPs to specific client needs
Important considerations when selecting procedures
Executing AUP Engagements
Step-by-step guide to conducting AUPs
Tools and techniques for efficient execution
Case Study: Real-World Application
Practical examples of AUPs in various scenarios
Group discussion and analysis
Avoiding Common Pitfalls
Identifying and overcoming common challenges
Tips for ensuring accuracy and compliance
Communicating Results Effectively
Best practices for reporting AUP findings
How to present insights to clients clearly and concisely
Q&A and Closing Remarks
Open floor for questions and discussion
Recap of key takeaways and next steps

Category: Practice ManagementType: CPD CourseCPD category: Practice Management

Description

Join us for an engaging 2-hour CPD session designed to clarify Agreed-Upon Procedures (AUP) and turn them into powerful tools for your practice. This event will provide a comprehensive understanding of AUP engagements, from designing effective procedures to executing them with precision. Through practical examples and real-world applications, you’ll learn how to tailor AUPs to meet specific client needs, avoid common pitfalls, and communicate results effectively. Whether you’re new to AUPs or looking to refine your skills, this session will equip you with the insights and confidence to enhance client relationships and deliver exceptional value.

Presenters

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.

You will earn a certificate

On successful completion you will receive a certificate for 2 CPD units in Practice Management.

Requirements

Laptop, desktop, or mobile device with internet access
Microsoft Edge, Google Chrome, Safari, or Firefox browser