Plan First, Regret Nothing: Mastering the Planning Stage of Independent Reviews

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Introduction

IR assurance is coming whether your clients are ready or not. Learn how to plan your independent reviews properly using ISRE 2400. This session takes you beyond the engagement letter, showing you how to identify high-risk areas, set appropriate materiality levels, and design focused analytical procedures that deliver results. Whether you’re handling your first review or refining your current process, you’ll gain practical tools to strengthen your planning, improve efficiency, and protect your practice from review pitfalls.

Category: Independent Reviewer

Channel 1: Compliance


Available from: 22 July 2025, 14:00

Format: Webinar

CPD Units: 3


What will set you apart

By attending this webinar you will gain the following competencies:

  • Use ISRE 2400 (Revised) to build a planning process that protects your practice
  • Identify high-risk areas in your client’s financials—before you start the review
  • Set materiality the right way (and defend it if challenged)
  • Design efficient analytical and inquiry procedures that get real results
  • Document your planning work clearly—so you’re never caught off guard

Certificate

The following event is awarded 3 CPD units in Independent Reviewer.


Presenter

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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Course Content

Zoom Registration
Welcome
Slides
Webinar